NORDEA INVESTMENT MANAGEMENT AB Q2 2025 Filing

Filed July 29, 2025

Portfolio Value

$107.8B

Holdings

861

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (861 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
14,153,148$7.0T6520.94%
2
NVDANVIDIA CORPORATION
37,839,683$6.0T5527.12%
3
AAPLAPPLE INC
22,268,852$4.5T4131.76%
4
AMZNAMAZON COM INC
11,216,339$2.5T2302.11%
5
GOOGLALPHABET INC
12,905,704$2.3T2117.45%
6
AVGOBROADCOM INC
6,839,082$1.9T1740.82%
7
METAMETA PLATFORMS INC
2,322,667$1.7T1597.25%
8
CSCOCISCO SYS INC
21,341,310$1.5T1371.27%
9
GOOGALPHABET INC
7,709,452$1.4T1269.90%
10
MAMASTERCARD INCORPORATED
2,384,970$1.3T1225.84%
11
BKNGBOOKING HOLDINGS INC
226,608$1.3T1203.65%
12
NFLXNETFLIX INC
945,067$1.3T1165.43%
13
EMREMERSON ELEC CO
9,195,005$1.2T1135.57%
14
TTTRANE TECHNOLOGIES PLC
2,455,734$1.1T989.81%
15
LRCXLAM RESEARCH CORP
10,594,574$1.0T954.89%
16
VVISA INC
2,898,338$1.0T944.83%
17
LLYELI LILLY & CO
1,294,391$1.0T937.57%
18
JNJJOHNSON & JOHNSON
6,259,259$951.1B882.42%
19
JPMJPMORGAN CHASE & CO.
3,204,332$932.0B864.68%
20
NOWSERVICENOW INC
896,122$918.7B852.38%
21
TJXTJX COS INC NEW
7,347,792$899.1B834.15%
22
WMWASTE MGMT INC DEL
3,829,480$870.2B807.41%
23
MRKMERCK & CO INC
10,735,428$845.1B784.07%
24
ABBVABBVIE INC
4,489,477$833.7B773.45%
25
AMGNAMGEN INC
2,851,938$796.0B738.55%
26
MCKMCKESSON CORP
994,678$722.2B670.06%
27
AXPAMERICAN EXPRESS CO
2,267,377$721.5B669.42%
28
ANETARISTA NETWORKS INC
7,065,054$721.3B669.25%
29
FTNTFORTINET INC
6,726,135$706.0B655.00%
30
ADBEADOBE INC
1,805,683$702.8B652.04%
31
LINLINDE PLC
1,489,031$696.1B645.84%
32
INTUINTUIT
875,558$687.0B637.35%
33
EBAEBAY INC.
9,085,603$674.1B625.39%
34
RSGREPUBLIC SVCS INC
2,688,522$656.5B609.13%
35
CITHE CIGNA GROUP
1,941,124$636.0B590.10%
36
DASHDOORDASH INC
2,574,182$626.6B581.31%
37
CRMSALESFORCE INC
2,271,603$621.1B576.30%
38
TRVCCITIGROUP INC
7,201,827$613.7B569.42%
39
BDXBECTON DICKINSON & CO
3,365,509$577.4B535.73%
40
URIUNITED RENTALS INC
749,276$565.4B524.55%
41
CLCOLGATE PALMOLIVE CO
6,191,771$556.7B516.50%
42
MRVLMARVELL TECHNOLOGY INC
7,195,669$555.6B515.53%
43
CDNSCADENCE DESIGN SYSTEM INC
1,793,835$555.1B514.99%
44
CITCINTAS CORP
2,496,732$551.1B511.26%
45
SNPSSYNOPSYS INC
1,058,564$544.9B505.58%
46
NEENEXTERA ENERGY INC
7,836,465$533.9B495.35%
47
HIGHARTFORD INSURANCE GROUP INC
4,091,676$513.7B476.58%
48
UBERUBER TECHNOLOGIES INC
5,459,829$506.6B470.04%
49
PANWPALO ALTO NETWORKS INC
2,365,301$478.8B444.23%
50
LHLABCORP HOLDINGS INC
1,829,039$477.0B442.55%
51
WFCWELLS FARGO CO NEW
5,783,095$466.0B432.38%
52
KOCOCA COLA CO
6,542,059$459.8B426.64%
53
LKQ1LKQ CORP
12,367,007$456.6B423.62%
54
TMUST-MOBILE US INC
1,904,969$450.9B418.33%
55
ADPAUTOMATIC DATA PROCESSING IN
1,472,835$448.3B415.92%
56
GISGENERAL MLS INC
8,588,624$443.2B411.17%
57
SYKSTRYKER CORPORATION
1,120,319$440.4B408.62%
58
TSLATESLA INC
1,366,620$439.0B407.34%
59
CEGCONSTELLATION ENERGY CORP
1,363,410$438.2B406.55%
60
GILDGILEAD SCIENCES INC
3,956,933$436.6B405.12%
61
ECLECOLAB INC
1,613,002$431.3B400.17%
62
VLTOVERALTO CORP
4,284,088$430.6B399.46%
63
AMATAPPLIED MATLS INC
2,329,966$427.3B396.44%
64
PEPPEPSICO INC
3,193,102$420.6B390.25%
65
PGPROCTER AND GAMBLE CO
2,635,401$418.6B388.33%
66
VRTVERTIV HOLDINGS CO
3,246,769$415.1B385.16%
67
CRWDCROWDSTRIKE HLDGS INC
800,068$406.0B376.66%
68
AG8AGILENT TECHNOLOGIES INC
3,213,748$383.1B355.48%
69
SPGIS&P GLOBAL INC
730,290$379.4B352.00%
70
SNASNAP ON INC
1,221,748$376.8B349.57%
71
BACVERIZON COMMUNICATIONS INC
8,734,229$372.4B345.49%
72
PGRPROGRESSIVE CORP
1,401,116$371.0B344.25%
73
ZTSZOETIS INC
2,356,166$368.2B341.65%
74
MSCIMSCI INC
641,470$365.7B339.30%
75
QCOMQUALCOMM INC
2,295,458$363.4B337.18%
76
UPSUNITED PARCEL SERVICE INC
3,598,284$362.5B336.32%
77
METMETLIFE INC
4,426,101$355.2B329.59%
78
DHRDANAHER CORPORATION
1,763,580$352.2B326.79%
79
EQIXEQUINIX INC
450,693$352.2B326.78%
80
HCAHCA HEALTHCARE INC
927,781$350.4B325.10%
81
HDHOME DEPOT INC
948,793$347.1B322.06%
82
ABGCENCORA INC
1,157,951$346.5B321.45%
83
DISDISNEY WALT CO
2,807,113$346.5B321.44%
84
PLTRPALANTIR TECHNOLOGIES INC
2,470,129$339.8B315.26%
85
EWEDWARDS LIFESCIENCES CORP
4,357,428$338.6B314.19%
86
WDAYWORKDAY INC
1,397,260$334.9B310.75%
87
AMTAMERICAN TOWER CORP NEW
1,532,818$334.4B310.28%
88
WABWABTEC
1,592,529$333.1B309.01%
89
FISVFISERV INC
1,925,448$329.4B305.60%
90
IQVIQVIA HLDGS INC
2,060,460$326.3B302.71%
91
BRK/BBERKSHIRE HATHAWAY INC DEL
670,264$325.4B301.90%
92
AWCAMERICAN WTR WKS CO INC NEW
2,311,591$318.9B295.90%
93
GTLSCHART INDS INC
1,906,083$317.2B294.34%
94
KRKROGER CO
4,415,092$315.6B292.80%
95
RHCRH PLC
3,369,259$308.9B286.62%
96
ELVELEVANCE HEALTH INC
795,123$307.9B285.64%
97
OCOWENS CORNING NEW
2,225,800$305.3B283.25%
98
KMBKIMBERLY-CLARK CORP
2,380,714$305.0B282.95%
99
PEOEXELON CORP
6,944,168$298.7B277.10%
100
MCOMOODYS CORP
604,010$298.5B276.95%
Page 1 of 9Next