13F HOLDINGS REPORT (Amended)
AMF Tjanstepension AB
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0001062993-25-016785
Total Value
$15.78B
Positions
134
Other Managers
0
Confidential Omitted
No
Holdings (134)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 7,973,644 | $1.49B | 9.43% |
| 2 | MICROSOFT CORP | MSFT | 2,685,978 | $1.39B | 8.82% |
| 3 | APPLE INC | AAPL | 3,207,806 | $816.8M | 5.18% |
| 4 | ALPHABET INC | GOOG | 2,322,256 | $565.6M | 3.58% |
| 5 | AMAZON COM INC | AMZN | 2,376,792 | $521.9M | 3.31% |
| 6 | BANK AMERICA CORP | 060505104 | 9,210,053 | $475.1M | 3.01% |
| 7 | VISA INC | V | 1,387,546 | $473.7M | 3.00% |
| 8 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,588,786 | $443.7M | 2.81% |
| 9 | PROLOGIS INC. | PLDGP | 3,738,851 | $428.2M | 2.71% |
| 10 | LINDE PLC | LIN | 889,929 | $422.7M | 2.68% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 578,894 | $404.1M | 2.56% |
| 12 | ALIBABA GROUP HLDG LTD | BBAAY | 2,226,005 | $397.9M | 2.52% |
| 13 | PARKER-HANNIFIN CORP | PH | 520,419 | $394.6M | 2.50% |
| 14 | META PLATFORMS INC | META | 507,808 | $372.9M | 2.36% |
| 15 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,139,390 | $360.4M | 2.28% |
| 16 | ELI LILLY & CO | LLY | 470,275 | $358.8M | 2.27% |
| 17 | COMFORT SYS USA INC | 199908104 | 324,974 | $268.2M | 1.70% |
| 18 | BROADCOM INC | AVGO | 810,901 | $267.5M | 1.70% |
| 19 | MERCADOLIBRE INC | MELI | 113,062 | $264.2M | 1.67% |
| 20 | JPMORGAN CHASE & CO. | VYLD | 766,861 | $241.9M | 1.53% |
| 21 | SALESFORCE INC | CRM | 964,263 | $228.5M | 1.45% |
| 22 | WESTERN DIGITAL CORP | WDC | 1,812,464 | $217.6M | 1.38% |
| 23 | ROLLINS INC | ROL | 3,583,919 | $210.5M | 1.33% |
| 24 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 404,624 | $203.4M | 1.29% |
| 25 | ALPHABET INC | GOOG | 799,460 | $194.3M | 1.23% |
| 26 | COCA COLA CO | KO | 2,722,512 | $180.6M | 1.14% |
| 27 | NETFLIX INC | NFLX | 120,613 | $144.6M | 0.92% |
| 28 | GE AEROSPACE | 369604301 | 430,566 | $129.5M | 0.82% |
| 29 | COLGATE PALMOLIVE CO | CL | 1,603,960 | $128.2M | 0.81% |
| 30 | CONOCOPHILLIPS | COP | 1,283,007 | $121.4M | 0.77% |
| 31 | SPROUTS FMRS MKT INC | 85208M102 | 1,036,242 | $112.7M | 0.71% |
| 32 | ROYAL CARIBBEAN GROUP | V7780T103 | 348,138 | $112.7M | 0.71% |
| 33 | VERIZON COMMUNICATIONS INC | VZ | 2,546,835 | $111.9M | 0.71% |
| 34 | DECKERS OUTDOOR CORP | DECK | 1,091,975 | $110.7M | 0.70% |
| 35 | GOLDMAN SACHS GROUP INC | GSCE | 127,212 | $101.3M | 0.64% |
| 36 | BOSTON SCIENTIFIC CORP | BSX | 906,412 | $88.5M | 0.56% |
| 37 | COSTCO WHSL CORP NEW | 22160K105 | 94,974 | $87.9M | 0.56% |
| 38 | INTUITIVE SURGICAL INC | ISRG | 195,638 | $87.5M | 0.55% |
| 39 | CITIGROUP INC | C-PR | 855,305 | $86.8M | 0.55% |
| 40 | KLA CORP | KLAC | 79,862 | $86.1M | 0.55% |
| 41 | NEXTERA ENERGY INC | NEE-PW | 1,128,870 | $85.2M | 0.54% |
| 42 | WORKDAY INC | WDAY | 338,715 | $81.5M | 0.52% |
| 43 | MCDONALDS CORP | MCD | 247,007 | $75.1M | 0.48% |
| 44 | ELEVANCE HEALTH INC FORMERLY | ELV | 231,555 | $74.8M | 0.47% |
| 45 | FIRST SOLAR INC | FSLR | 334,039 | $73.7M | 0.47% |
| 46 | CORE & MAIN INC | CNM | 1,343,266 | $72.3M | 0.46% |
| 47 | DANAHER CORPORATION | 235851102 | 363,877 | $72.1M | 0.46% |
| 48 | MORGAN STANLEY | MS-PQ | 409,071 | $65.0M | 0.41% |
| 49 | PROGRESSIVE CORP | 743315103 | 262,121 | $64.7M | 0.41% |
| 50 | STRYKER CORPORATION | SYK | 173,535 | $64.2M | 0.41% |
| 51 | GILEAD SCIENCES INC | GILD | 524,960 | $58.3M | 0.37% |
| 52 | MARSH & MCLENNAN COS INC | 571748102 | 273,821 | $55.2M | 0.35% |
| 53 | GE VERNOVA INC | GEV | 89,278 | $54.9M | 0.35% |
| 54 | HCA HEALTHCARE INC | HCA | 125,586 | $53.5M | 0.34% |
| 55 | SAP SE | SAPGF | 190,311 | $50.9M | 0.32% |
| 56 | THE CIGNA GROUP | 125523100 | 175,974 | $50.7M | 0.32% |
| 57 | SHOPIFY INC | SHOP | 340,982 | $50.7M | 0.32% |
| 58 | CAPITAL ONE FINL CORP | 14040H105 | 228,371 | $48.5M | 0.31% |
| 59 | AUTOZONE INC | AZO | 11,285 | $48.4M | 0.31% |
| 60 | AON PLC | AON | 126,792 | $45.2M | 0.29% |
| 61 | SEMPRA | SREA | 493,066 | $44.4M | 0.28% |
| 62 | AMGEN INC | AMGN | 151,270 | $42.7M | 0.27% |
| 63 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,727,927 | $42.4M | 0.27% |
| 64 | ALLSTATE CORP | ALL-PJ | 196,836 | $42.3M | 0.27% |
| 65 | CELESTICA INC | CLS | 166,607 | $41.0M | 0.26% |
| 66 | AFLAC INC | AFL | 360,359 | $40.3M | 0.26% |
| 67 | HUMANA INC | HUM | 151,556 | $39.4M | 0.25% |
| 68 | INTUIT | INTU | 57,080 | $39.0M | 0.25% |
| 69 | BOOKING HOLDINGS INC | BKNG | 7,093 | $38.3M | 0.24% |
| 70 | CHIPOTLE MEXICAN GRILL INC | CMG | 936,442 | $36.7M | 0.23% |
| 71 | ENTERGY CORP NEW | ENO | 391,557 | $36.5M | 0.23% |
| 72 | TRAVELERS COMPANIES INC | TRV | 129,602 | $36.2M | 0.23% |
| 73 | ORACLE CORP | ORCL-PD | 128,665 | $36.2M | 0.23% |
| 74 | CENCORA INC | COR | 112,643 | $35.2M | 0.22% |
| 75 | TRANE TECHNOLOGIES PLC | TT | 81,154 | $34.2M | 0.22% |
| 76 | APPLOVIN CORP | APP | 47,550 | $34.2M | 0.22% |
| 77 | DATADOG INC | DDOG | 238,777 | $34.0M | 0.22% |
| 78 | BAKER HUGHES COMPANY | BKR | 695,059 | $33.8M | 0.21% |
| 79 | AMERICAN EXPRESS CO | AXP | 100,833 | $33.5M | 0.21% |
| 80 | ULTA BEAUTY INC | ULTA | 60,137 | $32.9M | 0.21% |
| 81 | EXELON CORP | EXC | 723,352 | $32.6M | 0.21% |
| 82 | SCHLUMBERGER LTD | SLB | 904,153 | $31.1M | 0.20% |
| 83 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 348,981 | $29.1M | 0.18% |
| 84 | CONSOLIDATED EDISON INC | ED | 286,622 | $28.8M | 0.18% |
| 85 | HARTFORD INSURANCE GROUP INC | HIG-PG | 196,127 | $26.2M | 0.17% |
| 86 | CARDINAL HEALTH INC | CAH | 166,022 | $26.1M | 0.17% |
| 87 | VERTEX PHARMACEUTICALS INC | VRTX | 62,462 | $24.5M | 0.16% |
| 88 | BANK NEW YORK MELLON CORP | 064058100 | 220,209 | $24.0M | 0.15% |
| 89 | NEWMONT CORP | NEMCL | 282,255 | $23.8M | 0.15% |
| 90 | HOME DEPOT INC | HD | 58,676 | $23.8M | 0.15% |
| 91 | WILLIS TOWERS WATSON PLC LTD | WTW | 67,819 | $23.4M | 0.15% |
| 92 | COMCAST CORP NEW | CCZ | 700,152 | $22.0M | 0.14% |
| 93 | ABBVIE INC | ABBV | 90,285 | $20.9M | 0.13% |
| 94 | LOWES COS INC | 548661107 | 78,678 | $19.8M | 0.13% |
| 95 | S&P GLOBAL INC | SPGI | 38,698 | $18.8M | 0.12% |
| 96 | VALERO ENERGY CORP | VLO | 106,205 | $18.1M | 0.11% |
| 97 | ATMOS ENERGY CORP | ATO | 102,632 | $17.5M | 0.11% |
| 98 | EVERSOURCE ENERGY | ES | 244,990 | $17.4M | 0.11% |
| 99 | POLESTAR AUTOMOTIVE HLDG UK | 731105201 | 18,000,000 | $16.9M | 0.11% |
| 100 | IDEXX LABS INC | 45168D104 | 26,417 | $16.9M | 0.11% |
| 101 | PRUDENTIAL FINL INC | PUKPF | 160,587 | $16.7M | 0.11% |
| 102 | XCEL ENERGY INC | XELLL | 195,312 | $15.8M | 0.10% |
| 103 | AMERICAN WTR WKS CO INC NEW | 030420103 | 102,532 | $14.3M | 0.09% |
| 104 | APTIV PLC | APTV | 159,337 | $13.7M | 0.09% |
| 105 | AMERICAN INTL GROUP INC | 026874784 | 166,817 | $13.1M | 0.08% |
| 106 | ROSS STORES INC | ROST | 83,229 | $12.7M | 0.08% |
| 107 | SNOWFLAKE INC | SNOW | 55,461 | $12.5M | 0.08% |
| 108 | D R HORTON INC | 23331A109 | 72,841 | $12.3M | 0.08% |
| 109 | SYNCHRONY FINANCIAL | SYF-PB | 160,417 | $11.4M | 0.07% |
| 110 | ALNYLAM PHARMACEUTICALS INC | ALNY | 22,558 | $10.3M | 0.07% |
| 111 | LABCORP HOLDINGS INC | LH | 34,225 | $9.8M | 0.06% |
| 112 | GARMIN LTD | GRMN | 38,753 | $9.5M | 0.06% |
| 113 | CMS ENERGY CORP | CMS-PC | 121,251 | $8.9M | 0.06% |
| 114 | FIDELITY NATL INFORMATION SV | 31620M106 | 126,165 | $8.3M | 0.05% |
| 115 | MASTEC INC | MTZ | 23,604 | $5.0M | 0.03% |
| 116 | WELLTOWER INC | WELL | 26,507 | $4.7M | 0.03% |
| 117 | BIOGEN INC | BIIB | 33,479 | $4.7M | 0.03% |
| 118 | ITT INC | ITT | 25,082 | $4.5M | 0.03% |
| 119 | NU HLDGS LTD | NU | 251,647 | $4.0M | 0.03% |
| 120 | WOODWARD INC | WWD | 14,952 | $3.8M | 0.02% |
| 121 | NEXTRACKER INC | NXT | 46,535 | $3.4M | 0.02% |
| 122 | ONTO INNOVATION INC | ONTO | 24,738 | $3.2M | 0.02% |
| 123 | LAM RESEARCH CORP | LRCX | 17,916 | $2.4M | 0.02% |
| 124 | MCKESSON CORP | MCK | 2,523 | $1.9M | 0.01% |
| 125 | ARCH CAP GROUP LTD | G0450A105 | 19,611 | $1.8M | 0.01% |
| 126 | YUM CHINA HLDGS INC | YUMC | 38,100 | $1.6M | 0.01% |
| 127 | MERCK & CO INC | MRK | 15,947 | $1.3M | 0.01% |
| 128 | EDISON INTL | 281020107 | 24,208 | $1.3M | 0.01% |
| 129 | AMERICAN TOWER CORP NEW | 03027X100 | 6,880 | $1.3M | 0.01% |
| 130 | PINTEREST INC | PINS | 37,983 | $1.2M | 0.01% |
| 131 | ZOETIS INC | ZTS | 7,481 | $1.1M | 0.01% |
| 132 | CREDICORP LTD | BAP | 3,400 | $905,352 | 0.01% |
| 133 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 9,967 | $748,522 | 0.00% |
| 134 | ESSENTIAL UTILS INC | 29670G102 | 18,594 | $741,901 | 0.00% |