AMF Tjanstepension AB Q4 2023 Filing

Filed January 30, 2024

Portfolio Value

$11.7B

Holdings

204

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (204 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
2,407,902$905.6B7736.13%
2
AAPLAPPLE INC
3,549,434$683.4B5838.28%
3
NVDANVIDIA CORPORATION
914,862$453.1B3870.21%
4
VVISA INC
1,524,111$396.9B3390.06%
5
SPOTSPOTIFY TECHNOLOGY S A
1,950,000$366.4B3130.13%
6
GOOGALPHABET INC
2,413,895$340.2B2906.03%
7
AMZNAMAZON COM INC
2,101,686$319.3B2727.84%
8
MCDMCDONALDS CORP
1,009,553$299.5B2558.08%
9
WMWASTE MGMT INC DEL
1,563,867$280.2B2393.31%
10
PLDPROLOGIS INC.
2,020,479$269.5B2301.76%
11
LINLINDE PLC
641,566$263.5B2250.89%
12
IQVIQVIA HLDGS INC
1,094,635$253.3B2163.58%
13
PHPARKER-HANNIFIN CORP
546,163$251.7B2149.93%
14
AVGOBROADCOM INC
208,594$232.9B1989.47%
15
COPCONOCOPHILLIPS
1,987,075$230.8B1971.25%
16
ALCALCON AG
2,740,216$213.7B1825.69%
17
JPMJPMORGAN CHASE & CO
1,085,072$184.6B1576.67%
18
GOOGLALPHABET INC
1,294,922$180.9B1545.21%
19
TSLATESLA INC
725,445$180.3B1539.83%
20
HUMHUMANA INC
364,961$167.1B1427.52%
21
PEPPEPSICO INC
901,114$153.2B1308.64%
22
NOWSERVICENOW INC
214,196$151.3B1292.69%
23
TSMTAIWAN SEMICONDUCTOR MFG LTD
1,447,268$150.5B1285.76%
24
LLYELI LILLY & CO
256,617$149.6B1278.01%
25
KEYSKEYSIGHT TECHNOLOGIES INC
863,533$137.4B1173.54%
26
EQIXEQUINIX INC
164,898$132.8B1134.59%
27
URIUNITED RENTALS INC
160,923$92.3B788.33%
28
HDHOME DEPOT INC
239,737$83.1B709.94%
29
DISDISNEY WALT CO
870,503$78.6B671.58%
30
MRKMERCK & CO INC
700,860$76.5B653.77%
31
JNJJOHNSON & JOHNSON
485,609$76.2B650.94%
32
BACVERIZON COMMUNICATIONS INC
1,970,304$74.4B635.60%
33
DWDMORGAN STANLEY
722,748$67.4B576.06%
34
WSCWILLSCOT MOBIL MINI HLDNG CO
1,512,318$67.3B574.89%
35
NVTNVENT ELECTRIC PLC
1,133,114$67.0B571.96%
36
ACNACCENTURE PLC IRELAND
190,367$66.8B570.64%
37
AXPAMERICAN EXPRESS CO
351,231$65.8B562.31%
38
MAMASTERCARD INCORPORATED
152,141$64.9B554.46%
39
BABAALIBABA GROUP HLDG LTD
809,035$62.7B535.68%
40
ELVELEVANCE HEALTH INC
117,241$55.3B472.39%
41
ELFE L F BEAUTY INC
377,147$54.4B465.02%
42
CRMSALESFORCE INC
205,888$54.2B462.80%
43
SHOPSHOPIFY INC
688,779$53.8B459.59%
44
DELLDELL TECHNOLOGIES INC
702,863$53.8B459.32%
45
ADBEADOBE INC
88,070$52.5B448.83%
46
PGPROCTER AND GAMBLE CO
352,375$51.7B441.65%
47
SLBSCHLUMBERGER LTD
972,784$50.6B432.60%
48
SPGIS&P GLOBAL INC
114,212$50.3B429.87%
49
UNHUNITEDHEALTH GROUP INC
92,476$48.7B416.11%
50
BSXBOSTON SCIENTIFIC CORP
835,903$48.3B412.79%
51
LOWLOWES COS INC
209,214$46.7B398.51%
52
SRESEMPRA
617,887$46.2B394.70%
53
CMCSACOMCAST CORP NEW
1,043,743$45.8B391.32%
54
BACBANK AMERICA CORP
1,358,129$45.7B390.63%
55
ISRGINTUITIVE SURGICAL INC
134,524$45.4B387.68%
56
PEOEXELON CORP
1,245,724$44.7B382.15%
57
UNPUNION PAC CORP
179,935$44.2B377.83%
58
MLB1MERCADOLIBRE INC
27,833$43.7B373.64%
59
ABBVABBVIE INC
272,244$42.2B360.39%
60
CATCATERPILLAR INC
139,532$41.3B352.66%
61
AMGNAMGEN INC
142,615$41.1B351.27%
62
INTUINTUIT
65,752$41.1B351.13%
63
SCHWSCHWAB CHARLES CORP
565,769$38.9B332.63%
64
INTCINTEL CORP
747,743$37.6B321.13%
65
NKENIKE INC
344,597$37.4B319.78%
66
TECK/BTECK RESOURCES LTD
873,812$37.1B316.88%
67
ETNEATON CORP PLC
153,183$36.9B315.12%
68
AMTAMERICAN TOWER CORP NEW
163,781$35.4B302.52%
69
IBMINTERNATIONAL BUSINESS MACHS
212,879$34.9B297.86%
70
BRK/BBERKSHIRE HATHAWAY INC DEL
95,979$34.2B292.41%
71
PNCPNC FINL SVCS GROUP INC
219,580$34.0B290.72%
72
CITHE CIGNA GROUP
113,368$34.0B290.11%
73
AMDADVANCED MICRO DEVICES INC
228,488$33.7B287.72%
74
TJXTJX COS INC NEW
349,904$32.8B280.54%
75
BKNGBOOKING HOLDINGS INC
9,070$32.2B274.83%
76
BLKCHFBLACKROCK INC
38,378$31.2B266.39%
77
PANWPALO ALTO NETWORKS INC
105,744$31.2B266.36%
78
UPSUNITED PARCEL SERVICE INC
197,998$31.2B266.34%
79
BMOBANK MONTREAL QUE
299,289$30.1B257.27%
80
PGRPROGRESSIVE CORP
188,662$30.1B256.72%
81
GILDGILEAD SCIENCES INC
355,709$28.9B246.50%
82
BNSBANK NOVA SCOTIA HALIFAX
574,571$28.2B241.05%
83
NFLXNETFLIX INC
56,611$27.6B235.45%
84
AMATAPPLIED MATLS INC
169,722$27.5B235.04%
85
CBRECBRE GROUP INC
291,715$27.2B231.97%
86
BMYBRISTOL-MYERS SQUIBB CO
526,432$27.1B231.13%
87
WDAYWORKDAY INC
97,745$27.0B230.50%
88
DYHTARGET CORP
186,671$26.6B227.25%
89
ENBENBRIDGE INC
703,163$25.9B221.62%
90
DHRDANAHER CORPORATION
109,855$25.4B217.16%
91
CRDOCREDO TECHNOLOGY GROUP HOLDI
1,300,000$25.3B216.22%
92
PSXPHILLIPS 66
187,149$24.9B213.04%
93
TFCTRUIST FINL CORP
671,572$24.8B212.00%
94
LULULULULEMON ATHLETICA INC
48,210$24.6B210.56%
95
SHWSHERWIN WILLIAMS CO
78,690$24.6B209.72%
96
SNOWSNOWFLAKE INC
120,754$24.0B205.27%
97
ZTSZOETIS INC
116,750$23.0B196.89%
98
CDNSCADENCE DESIGN SYSTEM INC
84,404$23.0B196.38%
99
LRCXEURLAM RESEARCH CORP
28,477$22.3B190.67%
100
ITWILLINOIS TOOL WKS INC
85,005$22.3B190.50%
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