Lansforsakringar Fondforvaltning AB (publ)
Net buyer this quarter
$22.3B
591
+$577M
36.0%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.63B | 7.28% | 0.03% | -9.2% | Q4 2024 |
 AAPL | $1.37B | 6.14% | 0.03% | -1.7% | Q4 2024 |
 MSFT | $988M | 4.42% | 0.04% | -1.8% | Q4 2024 |
 AMZN | $870M | 3.89% | 0.03% | -1.3% | Q4 2024 |
 GOOGL | $787M | 3.52% | 0.02% | -14.8% | Q4 2024 |
 AVGO | $646M | 2.89% | 0.04% | -1.7% | Q4 2024 |
| GOOG | $490M | 2.19% | Not reported | -10.0% | Q4 2024 |
 AZN | $474M | 2.12% | Not reported | +3.5% | Q1 2026 |
 LLY | $417M | 1.87% | 0.04% | +10.2% | Q4 2024 |
 JPM | $382M | 1.71% | 0.04% | +26.0% | Q4 2024 |
 META | $371M | 1.66% | Not reported | -3.9% | Q4 2024 |
 TSLA | $355M | 1.59% | 0.02% | -5.2% | Q4 2024 |
 AMD | $320M | 1.43% | 0.03% | +2.0% | Q4 2024 |
 MU | $299M | 1.34% | 0.02% | +4834.2% | Q4 2024 |
 V | $274M | 1.22% | 0.04% | +6.1% | Q4 2024 |
 JNJ | $217M | 0.97% | 0.04% | +7.8% | Q4 2024 |
 BAC | $196M | 0.88% | 0.05% | -16.6% | Q4 2024 |
 INTC | $192M | 0.86% | 0.03% | -9.6% | Q4 2024 |
 AMAT | $179M | 0.80% | 0.03% | -6.3% | Q4 2024 |
 LRCX | $174M | 0.78% | 0.03% | -5.2% | Q4 2024 |
 CSCO | $158M | 0.71% | 0.03% | +3.3% | Q4 2024 |
 BRK.B | $157M | 0.70% | Not reported | New | Q2 2026 |
 LIN | $151M | 0.68% | 0.06% | +69.8% | Q4 2024 |
 PANW | $150M | 0.67% | 0.05% | -13.4% | Q4 2024 |
 CAT | $149M | 0.67% | 0.03% | -5.5% | Q4 2024 |
 WMT | $149M | 0.67% | 0.02% | -5.0% | Q4 2024 |
 ABBV | $147M | 0.66% | 0.03% | +3.1% | Q4 2024 |
 APH | $145M | 0.65% | 0.07% | +1920.7% | Q1 2026 |
 GE | $143M | 0.64% | 0.04% | +11.2% | Q4 2025 |
 PEP | $136M | 0.61% | 0.07% | +95.4% | Q4 2024 |
 MS | $135M | 0.60% | 0.04% | +51.1% | Q4 2024 |
 MA | $128M | 0.57% | 0.02% | -8.4% | Q4 2024 |
 UNH | $122M | 0.55% | 0.03% | +1.5% | Q4 2024 |
 KLAC | $121M | 0.54% | 0.03% | -5.1% | Q4 2024 |
 HD | $107M | 0.48% | 0.03% | -5.0% | Q4 2024 |
 MRK | $107M | 0.48% | 0.03% | +3.2% | Q4 2024 |
 PG | $104M | 0.47% | 0.03% | -5.7% | Q4 2024 |
 ANET | $104M | 0.46% | 0.05% | +16.7% | Q4 2024 |
 NFLX | $103M | 0.46% | 0.03% | -21.9% | Q4 2024 |
 WM | $102M | 0.46% | 0.11% | +169.3% | Q4 2024 |
 COST | $101M | 0.45% | 0.02% | +60.9% | Q4 2024 |
 ETN | $99.8M | 0.45% | 0.06% | +55.9% | Q4 2024 |
 KO | $94.7M | 0.42% | 0.03% | -10.3% | Q4 2024 |
 GS | $91.2M | 0.41% | 0.03% | -7.9% | Q4 2024 |
 SPGI | $86.4M | 0.39% | 0.07% | +84.5% | Q4 2024 |
 WFC | $84.2M | 0.38% | 0.03% | -0.9% | Q4 2024 |
 IBM | $80.2M | 0.36% | 0.03% | -4.7% | Q4 2024 |
 GEV | $79.6M | 0.36% | 0.03% | +4219.3% | Q1 2026 |
 MRVL | $78.2M | 0.35% | 0.03% | -4.7% | Q4 2024 |
 ORCL | $77.5M | 0.35% | 0.02% | -3.0% | Q4 2024 |
| Q1 2026 | |||||
| NVDA | $1.56B | 8.16% | 0.04% | -1.0% | Q4 2024 |
| AAPL | $1.22B | 6.40% | 0.03% | -1.1% | Q4 2024 |
| MSFT | $998M | 5.22% | 0.04% | +0.6% | Q4 2024 |
| AMZN | $771M | 4.03% | 0.03% | -0.8% | Q4 2024 |
| GOOGL | $744M | 3.89% | 0.02% | -1.2% | Q4 2024 |
| AVGO | $539M | 2.82% | 0.04% | +0.2% | Q4 2024 |
| AZN | $474M | 2.48% | Not reported | New | Q1 2026 |
| GOOG | $442M | 2.31% | Not reported | -3.0% | Q4 2024 |
| META | $393M | 2.05% | Not reported | -0.3% | Q4 2024 |
| TSLA | $331M | 1.73% | 0.02% | -0.4% | Q4 2024 |
| LLY | $290M | 1.52% | 0.03% | +0.6% | Q4 2024 |
| JPM | $273M | 1.43% | 0.03% | -0.6% | Q4 2024 |
| V | $227M | 1.19% | 0.04% | +2.3% | Q4 2024 |
| BAC | $201M | 1.05% | 0.06% | -4.1% | Q4 2024 |
| JNJ | $193M | 1.01% | 0.03% | -3.8% | Q4 2024 |
| NFLX | $177M | 0.93% | 0.04% | +2.4% | Q4 2024 |
| WMT | $172M | 0.90% | 0.02% | -0.5% | Q4 2024 |
| MA | $136M | 0.71% | 0.02% | -0.3% | Q4 2024 |
| ABBV | $123M | 0.64% | 0.03% | -6.6% | Q4 2024 |
 VZ | $123M | 0.64% | 0.06% | +3.1% | Q4 2024 |
 C | $117M | 0.61% | 0.06% | -13.9% | Q4 2024 |
| AMD | $110M | 0.57% | 0.03% | -3.2% | Q4 2024 |
| PG | $109M | 0.57% | 0.03% | -4.0% | Q4 2024 |
 PLTR | $107M | 0.56% | 0.03% | +1.7% | Q4 2024 |
| HD | $105M | 0.55% | 0.03% | -5.6% | Q4 2024 |
| CAT | $105M | 0.55% | 0.03% | -0.5% | Q4 2024 |
| CSCO | $101M | 0.53% | 0.03% | -3.3% | Q4 2024 |
 AXP | $100M | 0.52% | 0.05% | -8.1% | Q4 2024 |
| KO | $98.8M | 0.52% | 0.03% | -0.4% | Q4 2024 |
| GE | $97.7M | 0.51% | 0.03% | +2.9% | Q4 2025 |
| MRK | $96.8M | 0.51% | 0.03% | -7.3% | Q4 2024 |
 GILD | $96M | 0.50% | 0.06% | -0.5% | Q4 2024 |
 DIS | $94.6M | 0.49% | 0.06% | +2.8% | Q4 2024 |
| AMAT | $90.5M | 0.47% | 0.03% | +2.7% | Q4 2024 |
| LRCX | $90.5M | 0.47% | 0.03% | +3.6% | Q4 2024 |
 PFE | $88.7M | 0.46% | 0.06% | +3.4% | Q4 2024 |
| LIN | $84.9M | 0.44% | 0.04% | +14.9% | Q4 2024 |
| GS | $82.9M | 0.43% | 0.03% | -13.8% | Q4 2024 |
| WFC | $81.9M | 0.43% | 0.03% | -0.1% | Q4 2024 |
| PANW | $81.4M | 0.43% | 0.06% | +22.8% | Q4 2024 |
| ORCL | $80.2M | 0.42% | 0.02% | -5.4% | Q4 2024 |
| PEP | $79.9M | 0.42% | 0.04% | +16.6% | Q4 2024 |
| UNH | $78.2M | 0.41% | 0.03% | -5.8% | Q4 2024 |
 MCD | $74.1M | 0.39% | 0.03% | +5.3% | Q4 2024 |
 ISRG | $73.1M | 0.38% | 0.04% | -0.4% | Q4 2024 |
| IBM | $72.5M | 0.38% | 0.03% | -0.1% | Q4 2024 |
 AMT | $70.3M | 0.37% | 0.09% | -0.2% | Q4 2024 |
| MS | $70.1M | 0.37% | 0.03% | -5.9% | Q4 2024 |
 CB | $68.1M | 0.36% | 0.05% | +3.1% | Q4 2024 |
 TMO | $68M | 0.36% | 0.04% | +14.4% | Q4 2024 |
| Q4 2025 | |||||
| NVDA | $1.69B | 8.34% | 0.04% | +0.8% | Q4 2024 |
| AAPL | $1.33B | 6.56% | 0.03% | +0.5% | Q4 2024 |
| MSFT | $1.3B | 6.41% | 0.04% | +1.4% | Q4 2024 |
| AMZN | $861M | 4.26% | 0.03% | +0.7% | Q4 2024 |
| GOOGL | $820M | 4.06% | 0.02% | +1.5% | Q4 2024 |
| AVGO | $601M | 2.97% | 0.04% | +3.8% | Q4 2024 |
| GOOG | $498M | 2.47% | Not reported | +0.5% | Q4 2024 |
| META | $454M | 2.25% | Not reported | +1.1% | Q4 2024 |
| TSLA | $402M | 1.99% | 0.02% | -0.5% | Q4 2024 |
| LLY | $337M | 1.67% | 0.03% | +0.9% | Q4 2024 |
| JPM | $301M | 1.49% | 0.03% | 0.0% | Q4 2024 |
| V | $258M | 1.28% | 0.04% | +4.0% | Q4 2024 |
| BAC | $236M | 1.17% | 0.06% | -3.8% | Q4 2024 |
| JNJ | $170M | 0.84% | 0.03% | +1.7% | Q4 2024 |
| NFLX | $169M | 0.83% | 0.04% | +6.2% | Q4 2024 |
| MA | $156M | 0.77% | 0.02% | +6.9% | Q4 2024 |
| WMT | $155M | 0.77% | 0.02% | +1.5% | Q4 2024 |
| C | $140M | 0.69% | 0.07% | -0.5% | Q4 2024 |
| ABBV | $139M | 0.69% | 0.03% | +8.9% | Q4 2024 |
| AXP | $133M | 0.66% | 0.05% | +4.2% | Q4 2024 |
| PLTR | $128M | 0.63% | 0.03% | +8.8% | Q4 2024 |
| AMD | $119M | 0.59% | 0.03% | -12.1% | Q4 2024 |
| HD | $116M | 0.57% | 0.03% | +1.8% | Q4 2024 |
| PG | $112M | 0.56% | 0.03% | +2.5% | Q4 2024 |
| ORCL | $112M | 0.56% | 0.02% | +2.6% | Q4 2024 |
| DIS | $109M | 0.54% | 0.05% | +14.0% | Q4 2024 |
| CSCO | $104M | 0.51% | 0.03% | +7.3% | Q4 2024 |
| GE | $103M | 0.51% | 0.03% | New | Q4 2025 |
| UNH | $101M | 0.50% | 0.03% | -0.1% | Q4 2024 |
| GS | $99.9M | 0.49% | 0.04% | -0.8% | Q4 2024 |
| VZ | $96.8M | 0.48% | 0.06% | +0.2% | Q4 2024 |
| WFC | $96M | 0.47% | 0.03% | +0.2% | Q4 2024 |
| MRK | $91.4M | 0.45% | 0.04% | +1.3% | Q4 2024 |
| KO | $91.2M | 0.45% | 0.03% | +1.9% | Q4 2024 |
| ISRG | $90.2M | 0.45% | 0.04% | -0.6% | Q4 2024 |
| IBM | $88.7M | 0.44% | 0.03% | +3.0% | Q4 2024 |
| CAT | $85.2M | 0.42% | 0.03% | +0.1% | Q4 2024 |
| GILD | $85M | 0.42% | 0.06% | +16.5% | Q4 2024 |
 CRM | $83.8M | 0.41% | 0.03% | +0.9% | Q4 2024 |
 COF | $81.2M | 0.40% | 0.05% | -19.6% | Q4 2024 |
| MS | $80.4M | 0.40% | 0.03% | +0.6% | Q4 2024 |
 QCOM | $78.2M | 0.39% | 0.04% | -7.6% | Q4 2024 |
| PANW | $76.2M | 0.38% | 0.06% | +3.7% | Q4 2024 |
| PFE | $76.1M | 0.38% | 0.05% | +5.6% | Q4 2024 |
 BSX | $75.4M | 0.37% | 0.05% | -0.6% | Q4 2024 |
| AMT | $71.7M | 0.35% | 0.09% | +0.3% | Q4 2024 |
 ABT | $70.3M | 0.35% | 0.03% | +2.8% | Q4 2024 |
| TMO | $70M | 0.35% | 0.03% | +2.1% | Q4 2024 |
| LRCX | $70M | 0.35% | 0.03% | -0.2% | Q4 2024 |
| MCD | $69.3M | 0.34% | 0.03% | +2.2% | Q4 2024 |
| Q3 2025 | |||||
| NVDA | $1.67B | 8.66% | 0.04% | +1.7% | Q4 2024 |
| MSFT | $1.37B | 7.09% | 0.04% | +2.1% | Q4 2024 |
| AAPL | $1.24B | 6.40% | 0.03% | +2.7% | Q4 2024 |
| AMZN | $814M | 4.21% | 0.03% | +2.1% | Q4 2024 |
| GOOGL | $627M | 3.25% | 0.02% | +5.7% | Q4 2024 |
| AVGO | $552M | 2.86% | 0.04% | +1.9% | Q4 2024 |
| META | $500M | 2.59% | Not reported | +2.8% | Q4 2024 |
| TSLA | $400M | 2.07% | 0.03% | +2.7% | Q4 2024 |
| GOOG | $385M | 1.99% | Not reported | +4.0% | Q4 2024 |
| JPM | $294M | 1.52% | 0.03% | +2.3% | Q4 2024 |
| V | $241M | 1.25% | 0.04% | +1.7% | Q4 2024 |
| LLY | $237M | 1.23% | 0.03% | -0.2% | Q4 2024 |
| BAC | $230M | 1.19% | 0.06% | +2.7% | Q4 2024 |
| NFLX | $203M | 1.05% | 0.04% | -0.6% | Q4 2024 |
| ORCL | $158M | 0.82% | 0.02% | +2.7% | Q4 2024 |
| JNJ | $150M | 0.78% | 0.03% | +2.3% | Q4 2024 |
| MA | $146M | 0.75% | 0.02% | +2.5% | Q4 2024 |
| WMT | $141M | 0.73% | 0.02% | +2.9% | Q4 2024 |
| HD | $134M | 0.70% | 0.03% | +2.3% | Q4 2024 |
| ABBV | $129M | 0.67% | 0.03% | +2.6% | Q4 2024 |
| C | $122M | 0.63% | 0.07% | +74.9% | Q4 2024 |
| PLTR | $121M | 0.63% | 0.03% | +2.4% | Q4 2024 |
| PG | $118M | 0.61% | 0.03% | +3.0% | Q4 2024 |
| AXP | $115M | 0.59% | 0.05% | +6.2% | Q4 2024 |
| UNH | $106M | 0.55% | 0.03% | +7.3% | Q4 2024 |
| VZ | $104M | 0.54% | 0.06% | -6.3% | Q4 2024 |
| AMD | $103M | 0.53% | 0.04% | +17.7% | Q4 2024 |
| DIS | $95.9M | 0.50% | 0.04% | -15.6% | Q4 2024 |
| ANET | $91.8M | 0.48% | 0.05% | -8.1% | Q4 2024 |
| GS | $91.2M | 0.47% | 0.04% | +1.9% | Q4 2024 |
| COF | $88.7M | 0.46% | 0.07% | +2.1% | Q4 2024 |
| WFC | $86.1M | 0.45% | 0.03% | +2.5% | Q4 2024 |
| CSCO | $85.9M | 0.44% | 0.03% | +2.6% | Q4 2024 |
| KO | $84.9M | 0.44% | 0.03% | +3.0% | Q4 2024 |
| QCOM | $82.3M | 0.43% | 0.05% | -5.7% | Q4 2024 |
| IBM | $82.1M | 0.42% | 0.03% | +1.9% | Q4 2024 |
| PANW | $81.2M | 0.42% | 0.06% | +1.5% | Q4 2024 |
| AMT | $78.4M | 0.41% | 0.09% | +1.7% | Q4 2024 |
| BSX | $77.7M | 0.40% | 0.05% | -3.4% | Q4 2024 |
| CRM | $74.3M | 0.38% | 0.03% | +2.0% | Q4 2024 |
| PFE | $73.7M | 0.38% | 0.05% | -12.8% | Q4 2024 |
| ABT | $73.2M | 0.38% | 0.03% | +2.2% | Q4 2024 |
| MRK | $71.9M | 0.37% | 0.03% | +2.3% | Q4 2024 |
| ISRG | $71.6M | 0.37% | 0.05% | -16.8% | Q4 2024 |
| MS | $71.6M | 0.37% | 0.03% | +1.1% | Q4 2024 |
| CAT | $70.9M | 0.37% | 0.03% | -7.7% | Q4 2024 |
| LIN | $69.5M | 0.36% | 0.03% | +0.6% | Q4 2024 |
| MCD | $67.4M | 0.35% | 0.03% | +2.4% | Q4 2024 |
 NOW | $66.6M | 0.34% | 0.03% | +2.3% | Q4 2024 |
| GILD | $66M | 0.34% | 0.05% | +54.7% | Q4 2024 |