Alecta Tjanstepension Omsesidigt
Net seller this quarter
$23.8B
91
-$208M
45.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.97B | 8.27% | 0.04% | +1.4% | Q1 2024 |
 GOOGL | $1.95B | 8.22% | 0.04% | -3.1% | Q4 2015 |
 MSFT | $1.6B | 6.74% | 0.06% | Not reported | Q4 2014 |
 AMZN | $1.19B | 5.00% | 0.05% | -1.6% | Q2 2019 |
 AVGO | $972M | 4.09% | 0.05% | +4.0% | Q4 2024 |
 AAPL | $768M | 3.23% | 0.02% | Not reported | Q4 2024 |
 META | $614M | 2.58% | Not reported | +73.0% | Q4 2016 |
 JPM | $609M | 2.56% | 0.07% | +28.6% | Q1 2025 |
 AMD | $558M | 2.35% | 0.06% | -44.3% | Q4 2024 |
 AMAT | $532M | 2.24% | 0.09% | -16.0% | Q4 2024 |
 V | $510M | 2.15% | 0.08% | +5.8% | Q2 2015 |
 TXN | $508M | 2.14% | 0.19% | -27.0% | Q3 2018 |
 LLY | $506M | 2.13% | 0.04% | Not reported | Q3 2023 |
 APH | $482M | 2.03% | 0.22% | -13.9% | Q4 2015 |
 ADI | $366M | 1.54% | 0.19% | -6.2% | Q1 2017 |
 KLAC | $359M | 1.51% | 0.09% | -40.2% | Q3 2023 |
 ABBV | $350M | 1.47% | 0.08% | Not reported | Q4 2024 |
 PANW | $349M | 1.47% | 0.13% | Not reported | Q4 2025 |
 NFLX | $304M | 1.28% | 0.10% | Not reported | Q3 2023 |
 TJX | $301M | 1.27% | 0.18% | -44.3% | Q4 2014 |
 FITB | $283M | 1.19% | 0.55% | +27.7% | Q1 2025 |
 INTC | $280M | 1.18% | 0.04% | Not reported | Q4 2023 |
 MA | $277M | 1.17% | 0.04% | Not reported | Q4 2025 |
 SPOT | $272M | 1.15% | 0.29% | Not reported | Q2 2018 |
 PNC | $272M | 1.14% | 0.28% | +12.6% | Q4 2024 |
 PGR | $238M | 1.00% | 0.19% | +57.1% | Q3 2025 |
 CAT | $234M | 0.98% | 0.05% | -11.6% | Q4 2024 |
 CSCO | $229M | 0.96% | 0.05% | New | Q2 2026 |
 BAC | $228M | 0.96% | 0.06% | Not reported | Q4 2024 |
 UNH | $221M | 0.93% | 0.06% | +14.7% | Q1 2025 |
 WMT | $217M | 0.91% | 0.02% | +14.1% | Q1 2025 |
 CTAS | $217M | 0.91% | 0.32% | Not reported | Q1 2019 |
 JNJ | $217M | 0.91% | 0.04% | +40.5% | Q1 2026 |
 SNPS | $216M | 0.91% | 0.25% | Not reported | Q4 2024 |
 MRK | $211M | 0.89% | 0.07% | Not reported | Q1 2020 |
 MU | $208M | 0.88% | 0.02% | New | Q2 2026 |
 MS | $208M | 0.87% | 0.06% | -22.3% | Q1 2025 |
 KO | $197M | 0.83% | 0.06% | New | Q2 2026 |
 SPGI | $186M | 0.78% | 0.16% | -4.8% | Q3 2023 |
 ROK | $181M | 0.76% | 0.33% | -11.5% | Q4 2014 |
 TMO | $178M | 0.75% | 0.10% | +1.1% | Q1 2020 |
 AME | $177M | 0.74% | 0.32% | Not reported | Q3 2019 |
 SYK | $173M | 0.73% | 0.14% | Not reported | Q4 2024 |
 LIN | $160M | 0.67% | 0.07% | -19.5% | Q1 2025 |
 COST | $155M | 0.65% | 0.04% | +95.5% | Q4 2023 |
 ORCL | $152M | 0.64% | 0.04% | Not reported | Q4 2024 |
 ABT | $146M | 0.61% | 0.09% | +10.5% | Q4 2024 |
 NOW | $145M | 0.61% | 0.14% | Not reported | Q4 2025 |
 DG | $140M | 0.59% | 0.55% | +103.7% | Q3 2018 |
 KKR | $138M | 0.58% | 0.17% | +103.1% | Q1 2026 |
| Q1 2026 | |||||
| NVDA | $1.69B | 8.25% | 0.04% | +35.3% | Q1 2024 |
| GOOGL | $1.62B | 7.91% | 0.05% | -10.4% | Q4 2015 |
| MSFT | $1.59B | 7.76% | 0.06% | Not reported | Q4 2014 |
| AMZN | $1.06B | 5.15% | 0.05% | +4.5% | Q2 2019 |
| AVGO | $767M | 3.74% | 0.05% | +19.2% | Q4 2024 |
| AAPL | $674M | 3.28% | 0.02% | Not reported | Q4 2024 |
| TJX | $570M | 2.78% | 0.32% | -20.9% | Q4 2014 |
| TXN | $453M | 2.21% | 0.26% | -9.7% | Q3 2018 |
| JPM | $425M | 2.07% | 0.05% | +16.4% | Q1 2025 |
| V | $425M | 2.07% | 0.08% | Not reported | Q2 2015 |
| NFLX | $410M | 2.00% | 0.10% | Not reported | Q3 2023 |
| APH | $401M | 1.95% | 0.26% | -52.5% | Q4 2015 |
| LLY | $388M | 1.89% | 0.04% | -5.0% | Q3 2023 |
| META | $360M | 1.76% | Not reported | +250.1% | Q4 2016 |
| AMD | $351M | 1.71% | 0.11% | -19.9% | Q4 2024 |
| ADI | $313M | 1.52% | 0.20% | -24.7% | Q1 2017 |
| ABBV | $303M | 1.48% | 0.08% | +3.7% | Q4 2024 |
 DIS | $303M | 1.48% | 0.18% | -19.2% | Q3 2023 |
| AMAT | $299M | 1.46% | 0.11% | -46.9% | Q4 2024 |
| KLAC | $293M | 1.43% | 0.15% | -47.4% | Q3 2023 |
| SPOT | $287M | 1.40% | 0.29% | Not reported | Q2 2018 |
| MA | $270M | 1.32% | 0.04% | +371.5% | Q4 2025 |
| SPGI | $216M | 1.05% | 0.17% | Not reported | Q3 2023 |
| CTAS | $216M | 1.05% | 0.32% | -8.3% | Q1 2019 |
| MS | $210M | 1.03% | 0.08% | +35.8% | Q1 2025 |
| WMT | $209M | 1.02% | 0.02% | +31.8% | Q1 2025 |
| PNC | $204M | 1.00% | 0.24% | Not reported | Q4 2024 |
| MRK | $197M | 0.96% | 0.07% | Not reported | Q1 2020 |
| BAC | $195M | 0.95% | 0.06% | -31.1% | Q4 2024 |
| SNPS | $192M | 0.94% | 0.25% | +3.8% | Q4 2024 |
| LIN | $190M | 0.93% | 0.08% | -29.8% | Q1 2025 |
| FITB | $182M | 0.89% | 0.43% | +16.7% | Q1 2025 |
| SYK | $180M | 0.88% | 0.14% | +12.4% | Q4 2024 |
 BSX | $180M | 0.88% | 0.19% | +4.5% | Q3 2023 |
| CAT | $176M | 0.86% | 0.05% | Not reported | Q4 2024 |
| TMO | $173M | 0.84% | 0.09% | -26.3% | Q1 2020 |
 DHR | $167M | 0.81% | 0.12% | -21.1% | Q4 2023 |
| PANW | $164M | 0.80% | 0.13% | +84.7% | Q4 2025 |
 ITW | $157M | 0.77% | 0.21% | -25.8% | Q3 2023 |
| AME | $157M | 0.76% | 0.32% | -50.5% | Q3 2019 |
 CRM | $153M | 0.75% | 0.09% | +46.6% | Q1 2021 |
| NOW | $153M | 0.74% | 0.14% | +94.6% | Q4 2025 |
| ORCL | $152M | 0.74% | 0.04% | -13.2% | Q4 2024 |
| ABT | $149M | 0.73% | 0.08% | +4.9% | Q4 2024 |
| JNJ | $148M | 0.72% | 0.03% | New | Q1 2026 |
| ROK | $148M | 0.72% | 0.37% | -25.2% | Q4 2014 |
| PGR | $138M | 0.67% | 0.12% | Not reported | Q3 2025 |
 HD | $133M | 0.65% | 0.04% | -12.9% | Q2 2025 |
 GGG | $130M | 0.63% | 0.93% | -12.3% | Q4 2014 |
 ECL | $127M | 0.62% | 0.17% | Not reported | Q4 2014 |
| Q4 2025 | |||||
| MSFT | $2.08B | 9.14% | 0.06% | Not reported | Q4 2014 |
| GOOGL | $1.97B | 8.66% | 0.05% | -10.0% | Q4 2015 |
| NVDA | $1.34B | 5.88% | 0.03% | Not reported | Q1 2024 |
| AMZN | $1.12B | 4.93% | 0.05% | -2.0% | Q2 2019 |
| APH | $904M | 3.98% | 0.55% | -20.6% | Q4 2015 |
| AAPL | $722M | 3.17% | 0.02% | Not reported | Q4 2024 |
| AVGO | $720M | 3.16% | 0.04% | Not reported | Q4 2024 |
| TJX | $693M | 3.05% | 0.41% | -17.0% | Q4 2014 |
| V | $494M | 2.17% | 0.08% | Not reported | Q2 2015 |
| LLY | $477M | 2.10% | 0.05% | -18.3% | Q3 2023 |
| AMD | $461M | 2.03% | 0.13% | -3.6% | Q4 2024 |
| KLAC | $459M | 2.02% | 0.29% | -12.1% | Q3 2023 |
| TXN | $448M | 1.97% | 0.28% | Not reported | Q3 2018 |
| DIS | $443M | 1.95% | 0.22% | Not reported | Q3 2023 |
| AMAT | $423M | 1.86% | 0.21% | Not reported | Q4 2024 |
| JPM | $400M | 1.76% | 0.05% | Not reported | Q1 2025 |
| NFLX | $399M | 1.76% | 0.10% | Not reported | Q3 2023 |
| ADI | $354M | 1.56% | 0.27% | Not reported | Q1 2017 |
| SPOT | $344M | 1.51% | 0.29% | Not reported | Q2 2018 |
| BAC | $320M | 1.40% | 0.08% | -6.4% | Q4 2024 |
| ABBV | $307M | 1.35% | 0.08% | +16.0% | Q4 2024 |
| AME | $303M | 1.33% | 0.64% | -14.4% | Q3 2019 |
| TMO | $277M | 1.22% | 0.13% | -23.6% | Q1 2020 |
| SPGI | $265M | 1.17% | 0.17% | Not reported | Q3 2023 |
| BSX | $262M | 1.15% | 0.19% | Not reported | Q3 2023 |
| CTAS | $262M | 1.15% | 0.35% | Not reported | Q1 2019 |
| DHR | $255M | 1.12% | 0.16% | Not reported | Q4 2023 |
| LIN | $233M | 1.02% | 0.12% | Not reported | Q1 2025 |
| ORCL | $233M | 1.02% | 0.04% | Not reported | Q4 2024 |
| SNPS | $219M | 0.96% | 0.24% | Not reported | Q4 2024 |
| ROK | $214M | 0.94% | 0.49% | -29.0% | Q4 2014 |
| PNC | $205M | 0.90% | 0.25% | +16.1% | Q4 2024 |
| ITW | $200M | 0.88% | 0.28% | -29.6% | Q3 2023 |
 ULTA | $194M | 0.85% | 0.72% | -29.0% | Q3 2017 |
 NKE | $193M | 0.85% | 0.18% | -12.3% | Q1 2016 |
| ABT | $174M | 0.76% | 0.08% | Not reported | Q4 2024 |
| MRK | $173M | 0.76% | 0.07% | Not reported | Q1 2020 |
| SYK | $171M | 0.75% | 0.13% | +6.4% | Q4 2024 |
 ACN | $169M | 0.74% | 0.10% | Not reported | Q4 2024 |
| MS | $167M | 0.74% | 0.06% | Not reported | Q1 2025 |
| HD | $160M | 0.70% | 0.05% | +64.0% | Q2 2025 |
| PGR | $158M | 0.70% | 0.12% | +30.2% | Q3 2025 |
| FITB | $158M | 0.69% | 0.51% | +130.6% | Q1 2025 |
 TT | $156M | 0.68% | 0.18% | Not reported | Q4 2023 |
| UNH | $153M | 0.67% | 0.05% | +16.1% | Q1 2025 |
| CRM | $148M | 0.65% | 0.06% | Not reported | Q1 2021 |
| GGG | $143M | 0.63% | 1.06% | Not reported | Q4 2014 |
| CAT | $142M | 0.63% | 0.05% | -24.4% | Q4 2024 |
| WMT | $142M | 0.63% | 0.02% | +17.1% | Q1 2025 |
 COO | $128M | 0.56% | 0.80% | Not reported | Q4 2024 |
| Q3 2025 | |||||
| MSFT | $2.23B | 9.93% | 0.06% | -5.2% | Q4 2014 |
| GOOGL | $1.7B | 7.59% | 0.06% | -10.6% | Q4 2015 |
| NVDA | $1.34B | 5.97% | 0.03% | Not reported | Q1 2024 |
| AMZN | $1.09B | 4.85% | 0.05% | -4.5% | Q2 2019 |
| APH | $1.04B | 4.65% | 0.69% | Not reported | Q4 2015 |
| TJX | $786M | 3.50% | 0.49% | -5.2% | Q4 2014 |
| AVGO | $686M | 3.06% | 0.04% | Not reported | Q4 2024 |
| AAPL | $676M | 3.02% | 0.02% | +3.9% | Q4 2024 |
| NFLX | $510M | 2.28% | 0.10% | -3.6% | Q3 2023 |
| V | $480M | 2.14% | 0.08% | -7.6% | Q2 2015 |
| TXN | $474M | 2.12% | 0.28% | Not reported | Q3 2018 |
| KLAC | $463M | 2.07% | 0.33% | Not reported | Q3 2023 |
| DIS | $445M | 1.99% | 0.20% | Not reported | Q3 2023 |
| LLY | $414M | 1.85% | 0.06% | +0.2% | Q3 2023 |
| SPOT | $414M | 1.85% | 0.29% | -4.5% | Q2 2018 |
| JPM | $392M | 1.75% | 0.05% | Not reported | Q1 2025 |
| AMD | $361M | 1.61% | 0.14% | Not reported | Q4 2024 |
| AMAT | $338M | 1.51% | 0.21% | Not reported | Q4 2024 |
| ORCL | $335M | 1.50% | 0.04% | Not reported | Q4 2024 |
| AME | $324M | 1.44% | 0.75% | -22.6% | Q3 2019 |
| ADI | $321M | 1.43% | 0.27% | Not reported | Q1 2017 |
| BAC | $320M | 1.43% | 0.08% | Not reported | Q4 2024 |
| TMO | $303M | 1.35% | 0.17% | -12.3% | Q1 2020 |
| ITW | $301M | 1.34% | 0.40% | -6.5% | Q3 2023 |
| CTAS | $285M | 1.27% | 0.35% | Not reported | Q1 2019 |
| ROK | $271M | 1.21% | 0.69% | -12.8% | Q4 2014 |
| ABBV | $268M | 1.20% | 0.07% | +10.5% | Q4 2024 |
| BSX | $268M | 1.19% | 0.19% | Not reported | Q3 2023 |
| LIN | $260M | 1.16% | 0.12% | Not reported | Q1 2025 |
| SPGI | $247M | 1.10% | 0.17% | -11.7% | Q3 2023 |
| ULTA | $246M | 1.10% | 1.00% | -7.8% | Q3 2017 |
| NKE | $241M | 1.07% | 0.20% | Not reported | Q1 2016 |
| SNPS | $230M | 1.03% | 0.25% | +41.1% | Q4 2024 |
| DHR | $221M | 0.98% | 0.16% | Not reported | Q4 2023 |
| ABT | $186M | 0.83% | 0.08% | Not reported | Q4 2024 |
| ECL | $185M | 0.83% | 0.24% | -10.4% | Q4 2014 |
| PNC | $170M | 0.76% | 0.21% | Not reported | Q4 2024 |
| SYK | $169M | 0.76% | 0.12% | Not reported | Q4 2024 |
| TT | $169M | 0.75% | 0.18% | Not reported | Q4 2023 |
| CAT | $157M | 0.70% | 0.07% | Not reported | Q4 2024 |
| ACN | $155M | 0.69% | 0.10% | +13.3% | Q4 2024 |
| MS | $150M | 0.67% | 0.06% | Not reported | Q1 2025 |
| GGG | $149M | 0.66% | 1.06% | Not reported | Q4 2014 |
 TSCO | $148M | 0.66% | 0.49% | -17.0% | Q3 2023 |
 EL | $141M | 0.63% | Not reported | -29.8% | Q3 2016 |
| UNH | $138M | 0.62% | 0.04% | Not reported | Q1 2025 |
| MRK | $138M | 0.61% | 0.07% | Not reported | Q1 2020 |
| CRM | $133M | 0.59% | 0.06% | +13.1% | Q1 2021 |
| PGR | $132M | 0.59% | 0.09% | New | Q3 2025 |
| DG | $131M | 0.59% | 0.58% | -17.7% | Q3 2018 |