13F HOLDINGS REPORT
AMF Tjanstepension AB
Quarter ended Q2 2025 · Filed July 22, 2025 · Accession 0001062993-25-013013
Total Value
$15.03B
Positions
170
Other Managers
0
Confidential Omitted
No
Holdings (170)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 2,691,094 | $1.34B | 8.91% |
| 2 | NVIDIA CORPORATION | NVDA | 8,328,234 | $1.32B | 8.76% |
| 3 | SPOTIFY TECHNOLOGY S A | SPOT | 998,894 | $766.5M | 5.10% |
| 4 | APPLE INC | AAPL | 3,211,366 | $658.9M | 4.38% |
| 5 | AMAZON COM INC | AMZN | 2,376,792 | $521.4M | 3.47% |
| 6 | VISA INC | V | 1,387,546 | $492.7M | 3.28% |
| 7 | BANK AMERICA CORP | 060505104 | 8,904,561 | $421.6M | 2.81% |
| 8 | ALPHABET INC | GOOG | 2,322,256 | $412.0M | 2.74% |
| 9 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,815,014 | $411.2M | 2.74% |
| 10 | SALESFORCE INC | CRM | 1,447,757 | $394.9M | 2.63% |
| 11 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,139,390 | $392.6M | 2.61% |
| 12 | META PLATFORMS INC | META | 507,808 | $374.8M | 2.49% |
| 13 | PARKER-HANNIFIN CORP | PH | 533,895 | $373.0M | 2.48% |
| 14 | PROLOGIS INC. | PLDGP | 3,449,394 | $362.9M | 2.41% |
| 15 | LINDE PLC | LIN | 763,645 | $358.3M | 2.38% |
| 16 | ALIBABA GROUP HLDG LTD | BBAAY | 2,691,686 | $305.7M | 2.03% |
| 17 | ELI LILLY & CO | LLY | 343,119 | $267.5M | 1.78% |
| 18 | MERCADOLIBRE INC | MELI | 95,602 | $249.9M | 1.66% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 760,777 | $220.6M | 1.47% |
| 20 | COLGATE PALMOLIVE CO | CL | 2,348,176 | $213.6M | 1.42% |
| 21 | ROLLINS INC | ROL | 3,542,898 | $199.9M | 1.33% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 408,382 | $198.4M | 1.32% |
| 23 | BROADCOM INC | AVGO | 574,883 | $158.5M | 1.05% |
| 24 | GE VERNOVA INC | GEV | 278,822 | $147.5M | 0.98% |
| 25 | NETFLIX INC | NFLX | 106,515 | $142.6M | 0.95% |
| 26 | ALPHABET INC | GOOG | 799,460 | $140.9M | 0.94% |
| 27 | COCA COLA CO | KO | 1,791,246 | $126.8M | 0.84% |
| 28 | WESTERN DIGITAL CORP | WDC | 1,865,535 | $119.4M | 0.79% |
| 29 | GE AEROSPACE | 369604301 | 457,850 | $117.8M | 0.78% |
| 30 | CONOCOPHILLIPS | COP | 1,311,982 | $117.8M | 0.78% |
| 31 | DECKERS OUTDOOR CORP | DECK | 1,091,975 | $112.5M | 0.75% |
| 32 | VERIZON COMMUNICATIONS INC | VZ | 2,566,889 | $111.2M | 0.74% |
| 33 | TECK RESOURCES LTD | TCKRF | 2,499,693 | $101.3M | 0.67% |
| 34 | UNITEDHEALTH GROUP INC | UNH | 309,549 | $96.6M | 0.64% |
| 35 | BOSTON SCIENTIFIC CORP | BSX | 888,204 | $95.4M | 0.63% |
| 36 | EMERSON ELEC CO | EMR | 710,080 | $94.7M | 0.63% |
| 37 | BOOKING HOLDINGS INC | BKNG | 16,291 | $94.3M | 0.63% |
| 38 | COSTCO WHSL CORP NEW | 22160K105 | 94,974 | $94.0M | 0.63% |
| 39 | GOLDMAN SACHS GROUP INC | GSCE | 127,212 | $90.1M | 0.60% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 147,796 | $80.3M | 0.53% |
| 41 | NEXTERA ENERGY INC | NEE-PW | 1,128,870 | $78.4M | 0.52% |
| 42 | STRYKER CORPORATION | SYK | 193,817 | $76.7M | 0.51% |
| 43 | DANAHER CORPORATION | 235851102 | 373,173 | $73.7M | 0.49% |
| 44 | CITIGROUP INC | C-PR | 855,305 | $72.8M | 0.48% |
| 45 | SHOPIFY INC | SHOP | 626,550 | $72.3M | 0.48% |
| 46 | MCDONALDS CORP | MCD | 247,007 | $72.2M | 0.48% |
| 47 | KLA CORP | KLAC | 79,862 | $71.6M | 0.48% |
| 48 | MARSH & MCLENNAN COS INC | 571748102 | 286,519 | $62.7M | 0.42% |
| 49 | GILEAD SCIENCES INC | GILD | 524,960 | $58.2M | 0.39% |
| 50 | ELEVANCE HEALTH INC | ELV | 149,520 | $58.2M | 0.39% |
| 51 | MORGAN STANLEY | MS-PQ | 409,071 | $57.6M | 0.38% |
| 52 | THE CIGNA GROUP | 125523100 | 171,530 | $56.7M | 0.38% |
| 53 | KROGER CO | KR | 777,210 | $55.8M | 0.37% |
| 54 | PROGRESSIVE CORP | 743315103 | 202,028 | $53.9M | 0.36% |
| 55 | CAPITAL ONE FINL CORP | 14040H105 | 228,371 | $48.6M | 0.32% |
| 56 | HCA HEALTHCARE INC | HCA | 125,586 | $48.1M | 0.32% |
| 57 | MERCK & CO INC | MRK | 574,587 | $45.7M | 0.30% |
| 58 | AON PLC | AON | 126,792 | $45.3M | 0.30% |
| 59 | AMGEN INC | AMGN | 156,117 | $43.6M | 0.29% |
| 60 | CHIPOTLE MEXICAN GRILL INC | CMG | 768,616 | $43.2M | 0.29% |
| 61 | AUTOZONE INC | AZO | 11,285 | $41.9M | 0.28% |
| 62 | TRANE TECHNOLOGIES PLC | TT | 93,683 | $41.0M | 0.27% |
| 63 | AFLAC INC | AFL | 360,359 | $38.0M | 0.25% |
| 64 | SEMPRA | SREA | 493,066 | $37.4M | 0.25% |
| 65 | DATADOG INC | DDOG | 266,570 | $35.8M | 0.24% |
| 66 | TRAVELERS COMPANIES INC | TRV | 129,602 | $34.7M | 0.23% |
| 67 | CENCORA INC | COR | 112,643 | $33.8M | 0.22% |
| 68 | AMERICAN EXPRESS CO | AXP | 100,833 | $32.2M | 0.21% |
| 69 | EXELON CORP | EXC | 723,352 | $31.4M | 0.21% |
| 70 | ENTERGY CORP NEW | ENO | 372,393 | $31.0M | 0.21% |
| 71 | SCHLUMBERGER LTD | SLB | 904,153 | $30.7M | 0.20% |
| 72 | JOHNSON CTLS INTL PLC | G51502105 | 283,684 | $30.0M | 0.20% |
| 73 | ALLSTATE CORP | ALL-PJ | 147,135 | $29.6M | 0.20% |
| 74 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 348,981 | $29.4M | 0.20% |
| 75 | VERTEX PHARMACEUTICALS INC | VRTX | 64,705 | $28.8M | 0.19% |
| 76 | CONSOLIDATED EDISON INC | ED | 286,622 | $28.8M | 0.19% |
| 77 | FASTENAL CO | FAST | 678,006 | $28.5M | 0.19% |
| 78 | BAKER HUGHES COMPANY | BKR | 695,059 | $26.6M | 0.18% |
| 79 | CARDINAL HEALTH INC | CAH | 157,180 | $26.4M | 0.18% |
| 80 | COMCAST CORP NEW | CCZ | 700,152 | $25.0M | 0.17% |
| 81 | HARTFORD INSURANCE GROUP INC | HIG-PG | 196,127 | $24.9M | 0.17% |
| 82 | ROYAL CARIBBEAN GROUP | V7780T103 | 78,933 | $24.7M | 0.16% |
| 83 | ALCON AG | ALC | 272,821 | $24.3M | 0.16% |
| 84 | UBS GROUP AG | UBS | 708,033 | $24.0M | 0.16% |
| 85 | POLESTAR AUTOMOTIVE HLDG UK | 731105201 | 21,576,160 | $23.1M | 0.15% |
| 86 | DISNEY WALT CO | 254687106 | 183,649 | $22.8M | 0.15% |
| 87 | GRAINGER W W INC | 384802104 | 20,802 | $21.6M | 0.14% |
| 88 | WILLIS TOWERS WATSON PLC LTD | WTW | 67,819 | $20.8M | 0.14% |
| 89 | S&P GLOBAL INC | SPGI | 38,698 | $20.4M | 0.14% |
| 90 | HOME DEPOT INC | HD | 54,682 | $20.1M | 0.13% |
| 91 | SYSCO CORP | SYY | 264,581 | $20.0M | 0.13% |
| 92 | CENTENE CORP DEL | CNC | 368,342 | $20.0M | 0.13% |
| 93 | TRACTOR SUPPLY CO | TSCO | 353,623 | $18.7M | 0.12% |
| 94 | BANK NEW YORK MELLON CORP | 064058100 | 203,294 | $18.5M | 0.12% |
| 95 | PRUDENTIAL FINL INC | PUKPF | 168,348 | $18.1M | 0.12% |
| 96 | HUMANA INC | HUM | 73,902 | $18.1M | 0.12% |
| 97 | LOWES COS INC | 548661107 | 78,678 | $17.5M | 0.12% |
| 98 | CINCINNATI FINL CORP | 172062101 | 112,848 | $16.8M | 0.11% |
| 99 | ABBVIE INC | ABBV | 90,285 | $16.8M | 0.11% |
| 100 | INTUIT | INTU | 21,166 | $16.7M | 0.11% |
| 101 | STERIS PLC | STE | 69,035 | $16.6M | 0.11% |
| 102 | NEWMONT CORP | NEMCL | 282,255 | $16.5M | 0.11% |
| 103 | SAP SE | SAPGF | 52,837 | $16.1M | 0.11% |
| 104 | ATMOS ENERGY CORP | ATO | 102,632 | $15.8M | 0.11% |
| 105 | EVERSOURCE ENERGY | ES | 244,990 | $15.6M | 0.10% |
| 106 | EDISON INTL | 281020107 | 280,467 | $14.5M | 0.10% |
| 107 | VALERO ENERGY CORP | VLO | 106,205 | $14.3M | 0.10% |
| 108 | AMERICAN INTL GROUP INC | 026874784 | 166,817 | $14.3M | 0.10% |
| 109 | AMERICAN WTR WKS CO INC NEW | 030420103 | 102,532 | $14.3M | 0.09% |
| 110 | SCHWAB CHARLES CORP | SCHW-PJ | 148,914 | $13.6M | 0.09% |
| 111 | XCEL ENERGY INC | XELLL | 195,312 | $13.3M | 0.09% |
| 112 | IDEXX LABS INC | 45168D104 | 24,325 | $13.0M | 0.09% |
| 113 | DEERE & CO | DE | 25,225 | $12.8M | 0.09% |
| 114 | CENTERPOINT ENERGY INC | CNP | 348,967 | $12.8M | 0.09% |
| 115 | FERROVIAL SE | FER | 237,155 | $12.6M | 0.08% |
| 116 | SNOWFLAKE INC | SNOW | 55,461 | $12.4M | 0.08% |
| 117 | TJX COS INC NEW | 872540109 | 98,122 | $12.1M | 0.08% |
| 118 | SYNCHRONY FINANCIAL | SYF-PB | 160,417 | $10.7M | 0.07% |
| 119 | ARCH CAP GROUP LTD | G0450A105 | 117,663 | $10.7M | 0.07% |
| 120 | ROSS STORES INC | ROST | 83,229 | $10.6M | 0.07% |
| 121 | ALNYLAM PHARMACEUTICALS INC | ALNY | 32,537 | $10.6M | 0.07% |
| 122 | FIDELITY NATL INFORMATION SV | 31620M106 | 126,165 | $10.3M | 0.07% |
| 123 | D R HORTON INC | 23331A109 | 72,841 | $9.4M | 0.06% |
| 124 | ILLINOIS TOOL WKS INC | 452308109 | 37,042 | $9.2M | 0.06% |
| 125 | LABCORP HOLDINGS INC | LH | 34,225 | $9.0M | 0.06% |
| 126 | CMS ENERGY CORP | CMS-PC | 121,251 | $8.4M | 0.06% |
| 127 | GARMIN LTD | GRMN | 38,753 | $8.1M | 0.05% |
| 128 | PRINCIPAL FINANCIAL GROUP IN | PFG | 95,164 | $7.6M | 0.05% |
| 129 | INTERNATIONAL FLAVORS&FRAGRA | 459506101 | 102,597 | $7.6M | 0.05% |
| 130 | APTIV PLC | APTV | 110,462 | $7.5M | 0.05% |
| 131 | BIOGEN INC | BIIB | 59,115 | $7.4M | 0.05% |
| 132 | TEXAS PACIFIC LAND CORPORATI | TPL | 6,644 | $7.0M | 0.05% |
| 133 | BROWN & BROWN INC | BRO | 61,316 | $6.8M | 0.05% |
| 134 | LENNAR CORP | LEN-B | 60,242 | $6.7M | 0.04% |
| 135 | MARKEL GROUP INC | MKL | 3,245 | $6.5M | 0.04% |
| 136 | CBOE GLOBAL MKTS INC | 12503M108 | 26,408 | $6.2M | 0.04% |
| 137 | TELEDYNE TECHNOLOGIES INC | TDY | 11,757 | $6.0M | 0.04% |
| 138 | BEST BUY INC | BBY | 83,204 | $5.6M | 0.04% |
| 139 | BUNGE GLOBAL SA | BG | 57,490 | $4.6M | 0.03% |
| 140 | ESSENTIAL UTILS INC | 29670G102 | 124,096 | $4.6M | 0.03% |
| 141 | XYLEM INC | XYL | 34,965 | $4.5M | 0.03% |
| 142 | ALLY FINL INC | 02005N100 | 111,079 | $4.3M | 0.03% |
| 143 | PROCTER AND GAMBLE CO | 742718109 | 26,506 | $4.3M | 0.03% |
| 144 | ALIGN TECHNOLOGY INC | ALGN | 22,492 | $4.3M | 0.03% |
| 145 | ASSURANT INC | AIZN | 21,107 | $4.2M | 0.03% |
| 146 | IQVIA HLDGS INC | IQV | 25,484 | $4.0M | 0.03% |
| 147 | ANNALY CAPITAL MANAGEMENT IN | NLY-PJ | 203,187 | $3.9M | 0.03% |
| 148 | HUBSPOT INC | HUBS | 6,782 | $3.8M | 0.03% |
| 149 | FIRST SOLAR INC | FSLR | 21,207 | $3.5M | 0.02% |
| 150 | APPLOVIN CORP | APP | 8,724 | $3.1M | 0.02% |
| 151 | CELESTICA INC | CLS | 16,837 | $2.6M | 0.02% |
| 152 | APPLIED MATLS INC | 038222105 | 13,532 | $2.5M | 0.02% |
| 153 | JOHNSON & JOHNSON | JNJ | 16,002 | $2.4M | 0.02% |
| 154 | WELLTOWER INC | WELL | 15,754 | $2.4M | 0.02% |
| 155 | WASTE MGMT INC DEL | 94106L109 | 10,436 | $2.4M | 0.02% |
| 156 | MCKESSON CORP | MCK | 2,523 | $1.8M | 0.01% |
| 157 | BROOKFIELD RENEWABLE CORP | BEPC | 54,705 | $1.8M | 0.01% |
| 158 | MICRON TECHNOLOGY INC | MU | 14,398 | $1.8M | 0.01% |
| 159 | SPROUTS FMRS MKT INC | 85208M102 | 9,595 | $1.6M | 0.01% |
| 160 | KENVUE INC | KVUE | 74,290 | $1.6M | 0.01% |
| 161 | AMERICAN TOWER CORP NEW | 03027X100 | 6,880 | $1.5M | 0.01% |
| 162 | ZOETIS INC | ZTS | 7,481 | $1.2M | 0.01% |
| 163 | ANGLOGOLD ASHANTI PLC | AU | 23,670 | $1.1M | 0.01% |
| 164 | MONSTER BEVERAGE CORP NEW | MNST | 15,491 | $970,356 | 0.01% |
| 165 | FERGUSON ENTERPRISES INC | FERG | 4,379 | $953,527 | 0.01% |
| 166 | CREDICORP LTD | BAP | 3,400 | $759,968 | 0.01% |
| 167 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 9,967 | $738,256 | 0.00% |
| 168 | YUM CHINA HLDGS INC | YUMC | 13,810 | $617,445 | 0.00% |
| 169 | NU HLDGS LTD | NU | 25,603 | $351,273 | 0.00% |
| 170 | ENBRIDGE INC | ENNPF | 0 | $242,505 | 0.00% |