AMF Tjanstepension AB
Net seller this quarter
$16.9B
121
-$159M
47.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.6B | 9.45% | 0.03% | -2.7% | Q1 2016 |
 MSFT | $1.05B | 6.25% | 0.04% | -0.1% | Q4 2014 |
 AAPL | $943M | 5.59% | 0.02% | Not reported | Q4 2014 |
 GOOG | $875M | 5.18% | Not reported | +0.2% | Q4 2015 |
 TSM | $743M | 4.40% | 0.01% | -4.8% | Q4 2020 |
 AMZN | $588M | 3.48% | 0.02% | -0.5% | Q4 2014 |
 LLY | $573M | 3.40% | 0.05% | +0.2% | Q4 2014 |
 BAC | $545M | 3.23% | 0.14% | Not reported | Q4 2014 |
 WDC | $543M | 3.22% | 0.25% | -38.1% | Q4 2024 |
 V | $488M | 2.89% | 0.08% | Not reported | Q4 2014 |
 LIN | $462M | 2.74% | 0.19% | -1.9% | Q4 2018 |
 PLD | $420M | 2.49% | 0.33% | -18.6% | Q2 2016 |
 PH | $353M | 2.09% | 0.29% | -0.5% | Q4 2014 |
 AVGO | $314M | 1.86% | 0.02% | +0.6% | Q1 2022 |
| GOOGL | $301M | 1.78% | 0.01% | Not reported | Q4 2015 |
 META | $293M | 1.74% | Not reported | +0.8% | Q4 2014 |
 MU | $292M | 1.73% | 0.02% | Not reported | Q4 2014 |
 JPM | $279M | 1.65% | 0.03% | Not reported | Q4 2014 |
 ICE | $266M | 1.58% | 0.39% | -1.6% | Q3 2015 |
 MELI | $265M | 1.57% | 0.31% | -1.0% | Q2 2019 |
 KO | $237M | 1.40% | 0.07% | Not reported | Q4 2014 |
 SPOT | $230M | 1.36% | 0.24% | Not reported | Q2 2018 |
 FIX | $217M | 1.29% | 0.31% | Not reported | Q3 2025 |
 BABA | $207M | 1.23% | 0.12% | -2.1% | Q4 2018 |
 BRK.B | $206M | 1.22% | Not reported | Not reported | Q4 2014 |
 KLAC | $204M | 1.21% | 0.05% | +4.7% | Q3 2022 |
 GE | $164M | 0.97% | 0.04% | Not reported | Q4 2024 |
 VRTX | $156M | 0.93% | 0.12% | +0.6% | Q4 2016 |
 C | $154M | 0.91% | 0.07% | Not reported | Q4 2014 |
 ETN | $153M | 0.91% | 0.09% | Not reported | Q2 2018 |
 ROL | $148M | 0.88% | 0.74% | -3.1% | Q1 2025 |
 CRM | $146M | 0.86% | 0.11% | -1.1% | Q4 2014 |
 ADBE | $141M | 0.84% | 0.17% | Not reported | Q4 2014 |
 GS | $130M | 0.77% | 0.04% | -8.9% | Q4 2014 |
 PGR | $121M | 0.72% | 0.10% | Not reported | Q4 2018 |
 GEV | $110M | 0.65% | 0.04% | Not reported | Q1 2025 |
 VZ | $108M | 0.64% | 0.06% | Not reported | Q4 2014 |
 CSCO | $98.6M | 0.58% | 0.02% | Not reported | Q4 2014 |
 COST | $98M | 0.58% | 0.02% | Not reported | Q4 2014 |
 RCL | $96.8M | 0.57% | 0.11% | Not reported | Q2 2018 |
 URI | $94.8M | 0.56% | 0.13% | +1.2% | Q4 2014 |
 YUM | $92.6M | 0.55% | 0.21% | +5.0% | Q4 2014 |
 ELV | $92.1M | 0.55% | 0.11% | Not reported | Q4 2014 |
 NFLX | $90.5M | 0.54% | 0.03% | Not reported | Q3 2015 |
 NEE | $88M | 0.52% | 0.05% | Not reported | Q4 2014 |
 MCD | $86.3M | 0.51% | 0.05% | Not reported | Q4 2014 |
 COF | $86.1M | 0.51% | 0.07% | Not reported | Q4 2014 |
 TT | $85.9M | 0.51% | 0.08% | Not reported | Q1 2020 |
 CL | $78M | 0.46% | 0.11% | Not reported | Q4 2014 |
 HPE | $76.7M | 0.45% | 0.13% | -3.7% | Q4 2015 |
| Q1 2026 | |||||
| NVDA | $1.43B | 9.47% | 0.03% | +2.5% | Q1 2016 |
| MSFT | $1.05B | 6.94% | 0.04% | +4.9% | Q4 2014 |
| AAPL | $827M | 5.48% | 0.02% | +1.8% | Q4 2014 |
| GOOG | $709M | 4.70% | Not reported | +1.4% | Q4 2015 |
| TSM | $552M | 3.66% | 0.01% | +6.4% | Q4 2020 |
| AMZN | $516M | 3.42% | 0.02% | +2.2% | Q4 2014 |
| PLD | $503M | 3.34% | 0.41% | +2.3% | Q2 2016 |
| BAC | $466M | 3.09% | 0.13% | +2.9% | Q4 2014 |
| LIN | $450M | 2.99% | 0.20% | +1.4% | Q4 2018 |
| LLY | $439M | 2.91% | 0.05% | +2.8% | Q4 2014 |
| V | $430M | 2.85% | 0.08% | +2.6% | Q4 2014 |
| WDC | $372M | 2.46% | 0.41% | -22.3% | Q4 2024 |
| ICE | $346M | 2.29% | 0.39% | +2.8% | Q3 2015 |
| PH | $325M | 2.15% | 0.29% | -30.3% | Q4 2014 |
| META | $295M | 1.96% | Not reported | +2.0% | Q4 2014 |
| BABA | $277M | 1.84% | 0.12% | +4.1% | Q4 2018 |
| MELI | $273M | 1.81% | 0.31% | +17.3% | Q2 2019 |
| AVGO | $256M | 1.70% | 0.02% | +1.4% | Q1 2022 |
| JPM | $251M | 1.66% | 0.03% | +1.5% | Q4 2014 |
| SPOT | $242M | 1.61% | 0.24% | Not reported | Q2 2018 |
| GOOGL | $242M | 1.60% | 0.01% | +5.2% | Q4 2015 |
| KO | $221M | 1.47% | 0.07% | +1.6% | Q4 2014 |
| BRK.B | $198M | 1.31% | Not reported | +2.0% | Q4 2014 |
| ROL | $196M | 1.30% | 0.76% | +2.4% | Q1 2025 |
| CRM | $176M | 1.16% | 0.10% | +1.9% | Q4 2014 |
| ADBE | $167M | 1.11% | 0.17% | Not reported | Q4 2014 |
| FIX | $151M | 1.00% | 0.31% | -59.7% | Q3 2025 |
| VRTX | $140M | 0.93% | 0.12% | +114.4% | Q4 2016 |
| ETN | $129M | 0.85% | 0.09% | Not reported | Q2 2018 |
| VZ | $128M | 0.85% | 0.06% | +3.0% | Q4 2014 |
| C | $125M | 0.83% | 0.06% | +1.4% | Q4 2014 |
| GE | $125M | 0.83% | 0.04% | +2.1% | Q4 2024 |
| NFLX | $122M | 0.81% | 0.03% | +2.8% | Q3 2015 |
| GS | $120M | 0.79% | 0.05% | +3.2% | Q4 2014 |
| PGR | $110M | 0.73% | 0.09% | +3.1% | Q4 2018 |
| COST | $104M | 0.69% | 0.02% | +10.4% | Q4 2014 |
| MCD | $99.3M | 0.66% | 0.04% | +3.0% | Q4 2014 |
| KLAC | $95M | 0.63% | 0.05% | +3.0% | Q3 2022 |
| NEE | $93.1M | 0.62% | 0.05% | -16.7% | Q4 2014 |
| YUM | $85.8M | 0.57% | 0.20% | +231.6% | Q4 2014 |
| RCL | $83.9M | 0.56% | 0.11% | -32.1% | Q2 2018 |
| GEV | $81.5M | 0.54% | 0.03% | -4.1% | Q1 2025 |
 ISRG | $78.9M | 0.52% | 0.05% | -19.5% | Q4 2024 |
| COF | $78.3M | 0.52% | 0.07% | +2.9% | Q4 2014 |
 GILD | $75.6M | 0.50% | 0.04% | +3.3% | Q4 2014 |
| TT | $72.9M | 0.48% | 0.08% | -0.4% | Q1 2020 |
| CL | $72.5M | 0.48% | 0.11% | -45.8% | Q4 2014 |
 NEM | $70.3M | 0.47% | 0.06% | -14.6% | Q4 2018 |
| ELV | $69.7M | 0.46% | 0.11% | +2.9% | Q4 2014 |
 AZO | $68.1M | 0.45% | 0.12% | +2.8% | Q1 2016 |
| Q4 2025 | |||||
| NVDA | $1.49B | 9.24% | 0.03% | -36.3% | Q1 2016 |
| MSFT | $1.3B | 8.08% | 0.04% | -36.3% | Q4 2014 |
| AAPL | $871M | 5.39% | 0.02% | -36.6% | Q4 2014 |
| GOOG | $765M | 4.74% | Not reported | -26.0% | Q4 2015 |
| AMZN | $560M | 3.47% | 0.02% | -34.8% | Q4 2014 |
| BAC | $511M | 3.17% | 0.13% | -36.6% | Q4 2014 |
| LLY | $499M | 3.09% | 0.05% | -37.4% | Q4 2014 |
| V | $486M | 3.01% | 0.07% | -36.7% | Q4 2014 |
| PLD | $475M | 2.94% | 0.40% | -37.6% | Q2 2016 |
| TSM | $466M | 2.89% | 0.01% | -36.7% | Q4 2020 |
| PH | $457M | 2.83% | 0.41% | -36.7% | Q4 2014 |
| LIN | $382M | 2.37% | 0.19% | -36.9% | Q4 2018 |
| ICE | $346M | 2.15% | 0.38% | -36.6% | Q3 2015 |
| META | $334M | 2.07% | Not reported | -36.6% | Q4 2014 |
| BABA | $311M | 1.93% | 0.01% | -39.1% | Q4 2018 |
| WDC | $305M | 1.89% | 0.52% | -38.4% | Q4 2024 |
| SPOT | $290M | 1.80% | 0.24% | -56.8% | Q2 2018 |
| AVGO | $282M | 1.75% | 0.02% | -35.5% | Q1 2022 |
| JPM | $271M | 1.68% | 0.03% | -28.2% | Q4 2014 |
| MELI | $271M | 1.68% | 0.27% | -24.6% | Q2 2019 |
| FIX | $254M | 1.57% | 0.77% | -47.2% | Q3 2025 |
| GOOGL | $250M | 1.55% | 0.01% | -50.0% | Q4 2015 |
| CRM | $245M | 1.52% | 0.10% | -38.7% | Q4 2014 |
| ROL | $215M | 1.33% | 0.74% | -36.7% | Q1 2025 |
| BRK.B | $203M | 1.26% | Not reported | -36.9% | Q4 2014 |
| KO | $200M | 1.24% | 0.07% | -31.7% | Q4 2014 |
| GE | $133M | 0.82% | 0.04% | -36.1% | Q4 2024 |
| C | $127M | 0.78% | 0.06% | -11.9% | Q4 2014 |
| RCL | $125M | 0.78% | 0.16% | -15.1% | Q2 2018 |
| CL | $124M | 0.77% | 0.20% | -38.0% | Q4 2014 |
| PGR | $123M | 0.76% | 0.09% | +25.9% | Q4 2018 |
| GS | $120M | 0.75% | 0.05% | -36.8% | Q4 2014 |
| ISRG | $120M | 0.75% | 0.06% | -30.1% | Q4 2024 |
| NFLX | $116M | 0.72% | 0.03% | -35.7% | Q3 2015 |
 COP | $103M | 0.64% | 0.09% | -44.3% | Q4 2014 |
| COF | $101M | 0.63% | 0.07% | +42.3% | Q4 2014 |
| VZ | $101M | 0.62% | 0.06% | -39.2% | Q4 2014 |
| NEE | $96.5M | 0.60% | 0.06% | -32.6% | Q4 2014 |
| MCD | $94.8M | 0.59% | 0.04% | -16.8% | Q4 2014 |
 BSX | $90.9M | 0.56% | 0.06% | -32.6% | Q2 2025 |
 FSLR | $84.5M | 0.52% | 0.30% | -37.7% | Q1 2025 |
 DHR | $83.3M | 0.52% | 0.05% | -35.5% | Q4 2014 |
| COST | $81.9M | 0.51% | 0.02% | -36.4% | Q4 2014 |
| ELV | $81.1M | 0.50% | 0.10% | -37.4% | Q4 2014 |
| KLAC | $76.2M | 0.47% | 0.05% | -51.3% | Q3 2022 |
| NEM | $76M | 0.47% | 0.07% | +34.8% | Q4 2018 |
 WDAY | $72.7M | 0.45% | 0.15% | -36.6% | Q2 2021 |
 CNM | $69.8M | 0.43% | Not reported | -36.5% | Q3 2025 |
| TT | $68.4M | 0.42% | 0.08% | +37.8% | Q1 2020 |
| AZO | $66.5M | 0.41% | 0.12% | +8.0% | Q1 2016 |
| Q3 2025 | |||||
| NVDA | $2.34B | 9.34% | 0.05% | +50.6% | Q1 2016 |
| MSFT | $2.19B | 8.75% | 0.06% | +57.2% | Q4 2014 |
| AAPL | $1.29B | 5.13% | 0.03% | +57.2% | Q4 2014 |
| AMZN | $817M | 3.26% | 0.03% | +56.6% | Q4 2014 |
| SPOT | $808M | 3.23% | 0.57% | +15.9% | Q2 2018 |
| GOOG | $802M | 3.20% | Not reported | +41.8% | Q4 2015 |
| BAC | $757M | 3.02% | 0.20% | +64.7% | Q4 2014 |
| V | $748M | 2.99% | 0.12% | +58.0% | Q4 2014 |
| PLD | $683M | 2.73% | 0.64% | +73.0% | Q2 2016 |
| TSM | $677M | 2.70% | 0.01% | +33.5% | Q4 2020 |
| LIN | $674M | 2.69% | 0.30% | +85.9% | Q4 2018 |
| PH | $623M | 2.49% | 0.65% | +53.9% | Q4 2014 |
| BABA | $623M | 2.49% | 0.02% | +29.4% | Q4 2018 |
| META | $586M | 2.34% | Not reported | +57.1% | Q4 2014 |
| ICE | $568M | 2.27% | 0.59% | +57.6% | Q3 2015 |
| LLY | $566M | 2.26% | 0.08% | +116.1% | Q4 2014 |
| FIX | $424M | 1.69% | 1.46% | New | Q3 2025 |
| MELI | $417M | 1.67% | 0.35% | +86.7% | Q2 2019 |
| AVGO | $417M | 1.66% | 0.03% | +119.8% | Q1 2022 |
| GOOGL | $389M | 1.55% | 0.01% | +100.0% | Q4 2015 |
| JPM | $369M | 1.48% | 0.04% | +54.0% | Q4 2014 |
| CRM | $357M | 1.42% | 0.16% | +4.0% | Q4 2014 |
| WDC | $344M | 1.38% | 0.83% | +53.8% | Q4 2024 |
| ROL | $332M | 1.33% | 1.17% | +59.7% | Q1 2025 |
| BRK.B | $322M | 1.29% | Not reported | +56.8% | Q4 2014 |
| KO | $278M | 1.11% | 0.10% | +134.0% | Q4 2014 |
| NFLX | $230M | 0.92% | 0.05% | +79.9% | Q3 2015 |
| GE | $203M | 0.81% | 0.06% | +47.2% | Q4 2024 |
| CL | $202M | 0.81% | 0.31% | +7.7% | Q4 2014 |
| COP | $186M | 0.74% | 0.16% | +50.2% | Q4 2014 |
| VZ | $179M | 0.71% | 0.10% | +58.3% | Q4 2014 |
 SFM | $177M | 0.71% | 1.67% | +16889.7% | Q2 2025 |
 DECK | $177M | 0.71% | 1.19% | +59.9% | Q4 2024 |
| GS | $173M | 0.69% | 0.07% | +70.5% | Q4 2014 |
| RCL | $171M | 0.68% | 0.19% | +570.1% | Q2 2018 |
| KLAC | $139M | 0.55% | 0.10% | +61.2% | Q3 2022 |
| BSX | $138M | 0.55% | 0.10% | +59.3% | Q2 2025 |
| COST | $138M | 0.55% | 0.03% | +57.0% | Q4 2014 |
| ISRG | $136M | 0.54% | 0.09% | +105.7% | Q4 2024 |
| NEE | $135M | 0.54% | 0.09% | +58.0% | Q4 2014 |
| WDAY | $129M | 0.51% | 0.24% | Not reported | Q2 2021 |
| C | $125M | 0.50% | 0.07% | +43.9% | Q4 2014 |
| ELV | $119M | 0.48% | 0.17% | +147.1% | Q4 2014 |
| FSLR | $114M | 0.46% | 0.48% | +2347.6% | Q1 2025 |
| CNM | $114M | 0.45% | Not reported | New | Q3 2025 |
| MCD | $113M | 0.45% | 0.05% | +51.0% | Q4 2014 |
| DHR | $112M | 0.45% | 0.08% | +51.0% | Q4 2014 |
| PGR | $106M | 0.42% | 0.07% | +112.0% | Q4 2018 |
 SYK | $99.8M | 0.40% | 0.07% | +39.3% | Q4 2024 |
| GILD | $97.1M | 0.39% | 0.07% | +66.6% | Q4 2014 |