13F HOLDINGS REPORT
AMF Tjanstepension AB
Quarter ended Q3 2025 · Filed October 31, 2025 · Accession 0001062993-25-016405
Total Value
$9.26B
Positions
109
Other Managers
0
Confidential Omitted
No
Holdings (109)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 4,569,019 | $852.5M | 9.20% |
| 2 | MICROSOFT CORP | MSFT | 1,543,275 | $799.3M | 8.63% |
| 3 | APPLE INC | AAPL | 1,839,514 | $468.4M | 5.06% |
| 4 | SPOTIFY TECHNOLOGY S A | SPOT | 578,894 | $404.1M | 4.36% |
| 5 | AMAZON COM INC | AMZN | 1,344,755 | $295.3M | 3.19% |
| 6 | BANK AMERICA CORP | 060505104 | 5,455,392 | $281.4M | 3.04% |
| 7 | VISA INC | V | 804,149 | $274.5M | 2.96% |
| 8 | PROLOGIS INC. | PLDGP | 2,228,260 | $255.2M | 2.75% |
| 9 | LINDE PLC | LIN | 529,774 | $251.6M | 2.72% |
| 10 | ALPHABET INC | GOOG | 970,595 | $236.4M | 2.55% |
| 11 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 834,441 | $233.1M | 2.52% |
| 12 | PARKER-HANNIFIN CORP | PH | 301,292 | $228.4M | 2.47% |
| 13 | ALIBABA GROUP HLDG LTD | BBAAY | 1,257,614 | $224.8M | 2.43% |
| 14 | META PLATFORMS INC | META | 290,136 | $213.1M | 2.30% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 1,232,609 | $207.7M | 2.24% |
| 16 | ELI LILLY & CO | LLY | 271,206 | $206.9M | 2.23% |
| 17 | ALPHABET INC | GOOG | 799,460 | $194.3M | 2.10% |
| 18 | COMFORT SYS USA INC | 199908104 | 189,271 | $156.2M | 1.69% |
| 19 | MERCADOLIBRE INC | MELI | 65,396 | $152.8M | 1.65% |
| 20 | BROADCOM INC | AVGO | 452,550 | $149.3M | 1.61% |
| 21 | SALESFORCE INC | CRM | 540,771 | $128.2M | 1.38% |
| 22 | JPMORGAN CHASE & CO. | VYLD | 404,334 | $127.5M | 1.38% |
| 23 | WESTERN DIGITAL CORP | WDC | 1,056,477 | $126.8M | 1.37% |
| 24 | ROLLINS INC | ROL | 2,074,694 | $121.9M | 1.32% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 235,850 | $118.6M | 1.28% |
| 26 | COCA COLA CO | KO | 1,469,484 | $97.5M | 1.05% |
| 27 | NETFLIX INC | NFLX | 71,038 | $85.2M | 0.92% |
| 28 | COLGATE PALMOLIVE CO | CL | 925,094 | $74.0M | 0.80% |
| 29 | GE AEROSPACE | 369604301 | 243,356 | $73.2M | 0.79% |
| 30 | GOLDMAN SACHS GROUP INC | GSCE | 89,683 | $71.4M | 0.77% |
| 31 | VERIZON COMMUNICATIONS INC | VZ | 1,516,881 | $66.7M | 0.72% |
| 32 | DECKERS OUTDOOR CORP | DECK | 653,555 | $66.3M | 0.72% |
| 33 | CONOCOPHILLIPS | COP | 687,878 | $65.1M | 0.70% |
| 34 | SPROUTS FMRS MKT INC | 85208M102 | 593,916 | $64.6M | 0.70% |
| 35 | ROYAL CARIBBEAN GROUP | V7780T103 | 180,813 | $58.5M | 0.63% |
| 36 | KLA CORP | KLAC | 48,882 | $52.7M | 0.57% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 54,177 | $50.1M | 0.54% |
| 38 | BOSTON SCIENTIFIC CORP | BSX | 508,246 | $49.6M | 0.54% |
| 39 | NEXTERA ENERGY INC | NEE-PW | 655,221 | $49.5M | 0.53% |
| 40 | INTUITIVE SURGICAL INC | ISRG | 108,332 | $48.4M | 0.52% |
| 41 | WORKDAY INC | WDAY | 195,304 | $47.0M | 0.51% |
| 42 | ELEVANCE HEALTH INC FORMERLY | ELV | 137,888 | $44.6M | 0.48% |
| 43 | CORE & MAIN INC | CNM | 772,021 | $41.6M | 0.45% |
| 44 | PROGRESSIVE CORP | 743315103 | 166,247 | $41.1M | 0.44% |
| 45 | FIRST SOLAR INC | FSLR | 185,017 | $40.8M | 0.44% |
| 46 | DANAHER CORPORATION | 235851102 | 199,586 | $39.6M | 0.43% |
| 47 | GILEAD SCIENCES INC | GILD | 349,429 | $38.8M | 0.42% |
| 48 | MCDONALDS CORP | MCD | 125,923 | $38.3M | 0.41% |
| 49 | CITIGROUP INC | C-PR | 375,804 | $38.1M | 0.41% |
| 50 | STRYKER CORPORATION | SYK | 96,351 | $35.6M | 0.38% |
| 51 | AMERICAN EXPRESS CO | AXP | 100,833 | $33.5M | 0.36% |
| 52 | HCA HEALTHCARE INC | HCA | 75,443 | $32.2M | 0.35% |
| 53 | MARSH & MCLENNAN COS INC | 571748102 | 157,914 | $31.8M | 0.34% |
| 54 | GE VERNOVA INC | GEV | 50,726 | $31.2M | 0.34% |
| 55 | SCHLUMBERGER LTD | SLB | 904,153 | $31.1M | 0.34% |
| 56 | SAP SE | SAPGF | 115,679 | $30.9M | 0.33% |
| 57 | SHOPIFY INC | SHOP | 204,665 | $30.4M | 0.33% |
| 58 | MORGAN STANLEY | MS-PQ | 187,056 | $29.7M | 0.32% |
| 59 | AUTOZONE INC | AZO | 6,859 | $29.4M | 0.32% |
| 60 | ALLSTATE CORP | ALL-PJ | 128,434 | $27.6M | 0.30% |
| 61 | SEMPRA | SREA | 298,325 | $26.8M | 0.29% |
| 62 | THE CIGNA GROUP | 125523100 | 91,362 | $26.3M | 0.28% |
| 63 | INTUIT | INTU | 38,231 | $26.1M | 0.28% |
| 64 | AON PLC | AON | 70,333 | $25.1M | 0.27% |
| 65 | AFLAC INC | AFL | 222,535 | $24.9M | 0.27% |
| 66 | CELESTICA INC | CLS | 98,166 | $24.2M | 0.26% |
| 67 | DATADOG INC | DDOG | 168,613 | $24.0M | 0.26% |
| 68 | HUMANA INC | HUM | 91,901 | $23.9M | 0.26% |
| 69 | NEWMONT CORP | NEMCL | 282,255 | $23.8M | 0.26% |
| 70 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 964,659 | $23.7M | 0.26% |
| 71 | BOOKING HOLDINGS INC | BKNG | 4,348 | $23.5M | 0.25% |
| 72 | VERTEX PHARMACEUTICALS INC | VRTX | 58,100 | $22.8M | 0.25% |
| 73 | ORACLE CORP | ORCL-PD | 78,484 | $22.1M | 0.24% |
| 74 | COMCAST CORP NEW | CCZ | 700,152 | $22.0M | 0.24% |
| 75 | CENCORA INC | COR | 66,701 | $20.8M | 0.23% |
| 76 | ENTERGY CORP NEW | ENO | 217,300 | $20.3M | 0.22% |
| 77 | AMGEN INC | AMGN | 70,846 | $20.0M | 0.22% |
| 78 | LOWES COS INC | 548661107 | 78,678 | $19.8M | 0.21% |
| 79 | BAKER HUGHES COMPANY | BKR | 405,203 | $19.7M | 0.21% |
| 80 | TRAVELERS COMPANIES INC | TRV | 70,556 | $19.7M | 0.21% |
| 81 | TRANE TECHNOLOGIES PLC | TT | 46,304 | $19.5M | 0.21% |
| 82 | BANK NEW YORK MELLON CORP | 064058100 | 178,640 | $19.5M | 0.21% |
| 83 | S&P GLOBAL INC | SPGI | 38,698 | $18.8M | 0.20% |
| 84 | HOME DEPOT INC | HD | 46,233 | $18.7M | 0.20% |
| 85 | CHIPOTLE MEXICAN GRILL INC | CMG | 477,495 | $18.7M | 0.20% |
| 86 | EXELON CORP | EXC | 406,027 | $18.3M | 0.20% |
| 87 | VALERO ENERGY CORP | VLO | 106,205 | $18.1M | 0.20% |
| 88 | ULTA BEAUTY INC | ULTA | 32,735 | $17.9M | 0.19% |
| 89 | CONSOLIDATED EDISON INC | ED | 171,081 | $17.2M | 0.19% |
| 90 | POLESTAR AUTOMOTIVE HLDG UK | 731105201 | 18,000,000 | $16.9M | 0.18% |
| 91 | HARTFORD INSURANCE GROUP INC | HIG-PG | 120,220 | $16.0M | 0.17% |
| 92 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 188,464 | $15.7M | 0.17% |
| 93 | IDEXX LABS INC | 45168D104 | 24,325 | $15.5M | 0.17% |
| 94 | PRUDENTIAL FINL INC | PUKPF | 145,760 | $15.1M | 0.16% |
| 95 | CARDINAL HEALTH INC | CAH | 96,130 | $15.1M | 0.16% |
| 96 | WILLIS TOWERS WATSON PLC LTD | WTW | 41,509 | $14.3M | 0.15% |
| 97 | CAPITAL ONE FINL CORP | 14040H105 | 64,837 | $13.8M | 0.15% |
| 98 | APPLOVIN CORP | APP | 18,619 | $13.4M | 0.14% |
| 99 | XCEL ENERGY INC | XELLL | 160,352 | $12.9M | 0.14% |
| 100 | SNOWFLAKE INC | SNOW | 55,461 | $12.5M | 0.14% |
| 101 | SYNCHRONY FINANCIAL | SYF-PB | 160,417 | $11.4M | 0.12% |
| 102 | ATMOS ENERGY CORP | ATO | 63,424 | $10.8M | 0.12% |
| 103 | EVERSOURCE ENERGY | ES | 143,021 | $10.2M | 0.11% |
| 104 | LABCORP HOLDINGS INC | LH | 34,225 | $9.8M | 0.11% |
| 105 | APTIV PLC | APTV | 110,462 | $9.5M | 0.10% |
| 106 | CMS ENERGY CORP | CMS-PC | 121,251 | $8.9M | 0.10% |
| 107 | FIDELITY NATL INFORMATION SV | 31620M106 | 126,165 | $8.3M | 0.09% |
| 108 | AMERICAN WTR WKS CO INC NEW | 030420103 | 53,367 | $7.4M | 0.08% |
| 109 | BIOGEN INC | BIIB | 33,479 | $4.7M | 0.05% |