13F HOLDINGS REPORT
AMF Tjanstepension AB
Quarter ended Q4 2025 · Filed February 6, 2026 · Accession 0001062993-26-000658
Total Value
$16.14B
Positions
123
Other Managers
0
Confidential Omitted
No
Holdings (123)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 7,993,925 | $1.49B | 9.24% |
| 2 | MICROSOFT CORP | MSFT | 2,695,435 | $1.30B | 8.08% |
| 3 | APPLE INC | AAPL | 3,202,597 | $870.7M | 5.39% |
| 4 | ALPHABET INC | GOOG | 2,438,084 | $765.1M | 4.74% |
| 5 | AMAZON COM INC | AMZN | 2,425,196 | $559.8M | 3.47% |
| 6 | BANK AMERICA CORP | 060505104 | 9,296,589 | $511.3M | 3.17% |
| 7 | ELI LILLY & CO | LLY | 464,039 | $498.7M | 3.09% |
| 8 | VISA INC | V | 1,386,828 | $486.4M | 3.01% |
| 9 | PROLOGIS INC. | PLDGP | 3,721,604 | $475.1M | 2.94% |
| 10 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 1,534,615 | $466.4M | 2.89% |
| 11 | PARKER-HANNIFIN CORP | PH | 520,139 | $457.2M | 2.83% |
| 12 | LINDE PLC | LIN | 896,131 | $382.1M | 2.37% |
| 13 | INTERCONTINENTAL EXCHANGE IN | 45866F104 | 2,138,243 | $346.3M | 2.15% |
| 14 | META PLATFORMS INC | META | 506,296 | $334.2M | 2.07% |
| 15 | ALIBABA GROUP HLDG LTD | BBAAY | 2,120,021 | $310.8M | 1.93% |
| 16 | WESTERN DIGITAL CORP | WDC | 1,767,959 | $304.6M | 1.89% |
| 17 | SPOTIFY TECHNOLOGY S A | SPOT | 500,000 | $290.4M | 1.80% |
| 18 | BROADCOM INC | AVGO | 815,387 | $282.2M | 1.75% |
| 19 | JPMORGAN CHASE & CO. | VYLD | 840,975 | $271.0M | 1.68% |
| 20 | MERCADOLIBRE INC | MELI | 134,513 | $270.9M | 1.68% |
| 21 | COMFORT SYS USA INC | 199908104 | 271,668 | $253.5M | 1.57% |
| 22 | ALPHABET INC | GOOG | 799,460 | $250.2M | 1.55% |
| 23 | SALESFORCE INC | CRM | 923,323 | $244.6M | 1.52% |
| 24 | ROLLINS INC | ROL | 3,582,095 | $215.0M | 1.33% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 404,415 | $203.3M | 1.26% |
| 26 | COCA COLA CO | KO | 2,863,833 | $200.2M | 1.24% |
| 27 | GE AEROSPACE | 369604301 | 430,341 | $132.6M | 0.82% |
| 28 | CITIGROUP INC | C-PR | 1,084,959 | $126.6M | 0.78% |
| 29 | ROYAL CARIBBEAN GROUP | V7780T103 | 448,886 | $125.2M | 0.78% |
| 30 | COLGATE PALMOLIVE CO | CL | 1,568,041 | $123.9M | 0.77% |
| 31 | PROGRESSIVE CORP | 743315103 | 539,475 | $122.8M | 0.76% |
| 32 | GOLDMAN SACHS GROUP INC | GSCE | 137,070 | $120.5M | 0.75% |
| 33 | INTUITIVE SURGICAL INC | ISRG | 212,396 | $120.3M | 0.75% |
| 34 | NETFLIX INC | NFLX | 1,233,311 | $115.6M | 0.72% |
| 35 | CONOCOPHILLIPS | COP | 1,097,591 | $102.7M | 0.64% |
| 36 | CAPITAL ONE FINL CORP | 14040H105 | 417,107 | $101.1M | 0.63% |
| 37 | VERIZON COMMUNICATIONS INC | VZ | 2,471,252 | $100.7M | 0.62% |
| 38 | NEXTERA ENERGY INC | NEE-PW | 1,202,595 | $96.5M | 0.60% |
| 39 | MCDONALDS CORP | MCD | 310,213 | $94.8M | 0.59% |
| 40 | BOSTON SCIENTIFIC CORP | BSX | 952,950 | $90.9M | 0.56% |
| 41 | FIRST SOLAR INC | FSLR | 323,367 | $84.5M | 0.52% |
| 42 | DANAHER CORPORATION | 235851102 | 363,667 | $83.3M | 0.52% |
| 43 | COSTCO WHSL CORP NEW | 22160K105 | 94,921 | $81.9M | 0.51% |
| 44 | ELEVANCE HEALTH INC FORMERLY | ELV | 231,437 | $81.1M | 0.50% |
| 45 | KLA CORP | KLAC | 62,684 | $76.2M | 0.47% |
| 46 | NEWMONT CORP | NEMCL | 761,076 | $76.0M | 0.47% |
| 47 | WORKDAY INC | WDAY | 338,537 | $72.7M | 0.45% |
| 48 | CORE & MAIN INC | CNM | 1,342,563 | $69.8M | 0.43% |
| 49 | TRANE TECHNOLOGIES PLC | TT | 175,663 | $68.4M | 0.42% |
| 50 | AUTOZONE INC | AZO | 19,599 | $66.5M | 0.41% |
| 51 | SPROUTS FMRS MKT INC | 85208M102 | 832,765 | $66.3M | 0.41% |
| 52 | VERTEX PHARMACEUTICALS INC | VRTX | 145,949 | $66.2M | 0.41% |
| 53 | STRYKER CORPORATION | SYK | 187,059 | $65.7M | 0.41% |
| 54 | GILEAD SCIENCES INC | GILD | 524,960 | $64.4M | 0.40% |
| 55 | GE VERNOVA INC | GEV | 97,313 | $63.6M | 0.39% |
| 56 | MORGAN STANLEY | MS-PQ | 349,419 | $62.0M | 0.38% |
| 57 | HCA HEALTHCARE INC | HCA | 125,515 | $58.6M | 0.36% |
| 58 | INTEL CORP | INTC | 1,568,960 | $57.9M | 0.36% |
| 59 | SHOPIFY INC | SHOP | 340,982 | $54.9M | 0.34% |
| 60 | MARSH & MCLENNAN COS INC | 571748102 | 273,821 | $50.8M | 0.31% |
| 61 | DECKERS OUTDOOR CORP | DECK | 481,574 | $49.9M | 0.31% |
| 62 | AMGEN INC | AMGN | 151,156 | $49.5M | 0.31% |
| 63 | THE CIGNA GROUP | 125523100 | 175,974 | $48.4M | 0.30% |
| 64 | SAP SE | SAPGF | 190,311 | $46.2M | 0.29% |
| 65 | SEMPRA | SREA | 522,266 | $46.1M | 0.29% |
| 66 | AON PLC | AON | 119,466 | $42.2M | 0.26% |
| 67 | HEWLETT PACKARD ENTERPRISE C | HPE-PC | 1,719,290 | $41.3M | 0.26% |
| 68 | ALLSTATE CORP | ALL-PJ | 196,836 | $41.0M | 0.25% |
| 69 | AFLAC INC | AFL | 360,359 | $39.7M | 0.25% |
| 70 | HUMANA INC | HUM | 151,556 | $38.8M | 0.24% |
| 71 | CENCORA INC | COR | 112,643 | $38.0M | 0.24% |
| 72 | TRAVELERS COMPANIES INC | TRV | 129,602 | $37.6M | 0.23% |
| 73 | DATADOG INC | DDOG | 275,275 | $37.4M | 0.23% |
| 74 | PUBLIC SVC ENTERPRISE GRP IN | 744573106 | 456,455 | $36.7M | 0.23% |
| 75 | ULTA BEAUTY INC | ULTA | 60,137 | $36.4M | 0.23% |
| 76 | ENTERGY CORP NEW | ENO | 391,557 | $36.2M | 0.22% |
| 77 | SLB LIMITED | SLB | 904,153 | $34.7M | 0.22% |
| 78 | CARDINAL HEALTH INC | CAH | 166,022 | $34.1M | 0.21% |
| 79 | BAKER HUGHES COMPANY | BKR | 695,059 | $31.7M | 0.20% |
| 80 | EXELON CORP | EXC | 723,352 | $31.5M | 0.20% |
| 81 | ORACLE CORP | ORCL-PD | 149,675 | $29.2M | 0.18% |
| 82 | CONSOLIDATED EDISON INC | ED | 286,622 | $28.5M | 0.18% |
| 83 | HARTFORD INSURANCE GROUP INC | HIG-PG | 196,127 | $27.0M | 0.17% |
| 84 | APPLOVIN CORP | APP | 39,123 | $26.4M | 0.16% |
| 85 | YUM BRANDS INC | YUM | 166,359 | $25.2M | 0.16% |
| 86 | WILLIS TOWERS WATSON PLC LTD | WTW | 67,820 | $22.3M | 0.14% |
| 87 | NIKE INC | NKE | 332,304 | $21.2M | 0.13% |
| 88 | AMERICAN WTR WKS CO INC NEW | 030420103 | 150,624 | $19.7M | 0.12% |
| 89 | VALERO ENERGY CORP | VLO | 106,205 | $17.3M | 0.11% |
| 90 | ATMOS ENERGY CORP | ATO | 102,632 | $17.2M | 0.11% |
| 91 | EVERSOURCE ENERGY | ES | 244,990 | $16.5M | 0.10% |
| 92 | ABBVIE INC | ABBV | 30,909 | $7.1M | 0.04% |
| 93 | SERVICE CORP INTL | 817565104 | 89,716 | $7.0M | 0.04% |
| 94 | BIOGEN INC | BIIB | 33,479 | $5.9M | 0.04% |
| 95 | NU HLDGS LTD | NU | 322,639 | $5.4M | 0.03% |
| 96 | WELLTOWER INC | WELL | 26,507 | $4.9M | 0.03% |
| 97 | BANK NEW YORK MELLON CORP | 064058100 | 41,569 | $4.8M | 0.03% |
| 98 | ATLASSIAN CORPORATION | TEAM | 28,799 | $4.7M | 0.03% |
| 99 | S&P GLOBAL INC | SPGI | 8,787 | $4.6M | 0.03% |
| 100 | WOODWARD INC | WWD | 14,952 | $4.5M | 0.03% |
| 101 | ADVANCED MICRO DEVICES INC | AMD | 20,504 | $4.4M | 0.03% |
| 102 | ITT INC | ITT | 25,082 | $4.4M | 0.03% |
| 103 | HOME DEPOT INC | HD | 12,443 | $4.3M | 0.03% |
| 104 | ARCH CAP GROUP LTD | G0450A105 | 43,035 | $4.1M | 0.03% |
| 105 | NEXTPOWER INC | NXT | 46,535 | $4.1M | 0.03% |
| 106 | ONTO INNOVATION INC | ONTO | 24,738 | $3.9M | 0.02% |
| 107 | APTIV PLC | APTV | 48,875 | $3.7M | 0.02% |
| 108 | POLESTAR AUTOMOTIVE HLDG UK | 731105409 | 158,333 | $3.4M | 0.02% |
| 109 | LAM RESEARCH CORP | LRCX | 17,916 | $3.1M | 0.02% |
| 110 | MCKESSON CORP | MCK | 2,523 | $2.1M | 0.01% |
| 111 | VARONIS SYS INC | VRNS | 59,070 | $1.9M | 0.01% |
| 112 | YUM CHINA HLDGS INC | YUMC | 38,100 | $1.8M | 0.01% |
| 113 | MERCK & CO INC | MRK | 15,947 | $1.7M | 0.01% |
| 114 | PRUDENTIAL FINL INC | PUKPF | 14,827 | $1.7M | 0.01% |
| 115 | EDISON INTL | 281020107 | 24,208 | $1.5M | 0.01% |
| 116 | IDEXX LABS INC | 45168D104 | 2,092 | $1.4M | 0.01% |
| 117 | AMERICAN TOWER CORP NEW | 03027X100 | 6,880 | $1.2M | 0.01% |
| 118 | CREDICORP LTD | BAP | 3,400 | $975,800 | 0.01% |
| 119 | ZOETIS INC | ZTS | 7,481 | $941,259 | 0.01% |
| 120 | AGILENT TECHNOLOGIES INC | A | 6,424 | $874,114 | 0.01% |
| 121 | AMPHENOL CORP NEW | 032095101 | 6,433 | $869,356 | 0.01% |
| 122 | GE HEALTHCARE TECHNOLOGIES I | GEHC | 9,967 | $817,493 | 0.01% |
| 123 | ESSENTIAL UTILS INC | 29670G102 | 18,594 | $713,266 | 0.00% |