Investor
AMF Tjanstepension AB
CIK 0001553562 · filed 2026-05-04 · SEC filing
13F book
$15.1B
Positions
117
8 new · 14 sold
Largest name
9.5%
Nvidia Corp · NVDA
Est. mark
−$855.3M
Price effect on 109 names still held. Flow −$200.8M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 8.19M | $1.43B | 9.5% | −$96.7M | Added−$62M |
| Microsoft Corp | MSFT | 2.83M | $1.05B | 6.9% | −$305.8M | Added−$256.8M |
| Apple Inc. | AAPL | 3.26M | $827.1M | 5.5% | −$57.9M | Added−$43.6M |
| Alphabet Inc | — | 2.47M | $708.8M | 4.7% | −$65.7M | Added−$56.3M |
| Taiwan Semiconductor Mfg Ltd | — | 1.63M | $551.8M | 3.7% | $52.3M | Added$85.4M |
| Amazon Com Inc | AMZN | 2.48M | $516.3M | 3.4% | −$54.7M | Added−$43.5M |
| Prologis Inc. | — | 3.81M | $503.4M | 3.3% | $16.8M | Added$28.3M |
| Bank America Corp | — | 9.56M | $466.2M | 3.1% | −$58.1M | Added−$45.1M |
| Linde Plc | LIN | 908.5K | $450.4M | 3.0% | $62.2M | Added$68.3M |
| Eli Lilly & Co | LLY | 477.2K | $438.9M | 2.9% | −$71.9M | Added−$59.8M |
| Visa Inc. | V | 1.42M | $430.1M | 2.9% | −$67.2M | Added−$56.3M |
| Western Digital Corp | WDC | 1.37M | $371.6M | 2.5% | $134.9M | Cut$67.1M |
| Intercontinental Exchange In | — | 2.2M | $345.7M | 2.3% | −$10M | Added−$653.4K |
| Parker-Hannifin Corp | PH | 362.5K | $324.5M | 2.2% | $5.9M | Cut−$132.6M |
| Meta Platforms, Inc. | META | 516.4K | $295.5M | 2.0% | −$44.5M | Added−$38.7M |
| Alibaba Group Hldg Ltd | — | 2.21M | $276.8M | 1.8% | −$44.8M | Added−$33.9M |
| Mercadolibre Inc | MELI | 157.7K | $272.7M | 1.8% | −$38.4M | Added$1.78M |
| Broadcom Inc. | AVGO | 827K | $256M | 1.7% | −$29.8M | Added−$26.2M |
| Jpmorgan Chase & Co. | — | 853.2K | $251M | 1.7% | −$23.6M | Added−$20M |
| Spotify Technology S.A. | SPOT | 500K | $242.5M | 1.6% | −$47.9M | Held |
| Alphabet Inc | — | 841.2K | $241.9M | 1.6% | −$20.3M | Added−$8.33M |
| Coca Cola Co | KO | 2.91M | $221.3M | 1.5% | $17.6M | Added$21.1M |
| Berkshire Hathaway Inc Del | — | 412.5K | $197.7M | 1.3% | −$9.48M | Added−$5.6M |
| Rollins Inc | ROL | 3.67M | $196M | 1.3% | −$23.7M | Added−$19M |
| Salesforce, Inc. | CRM | 941.2K | $175.7M | 1.2% | −$72.2M | Added−$68.9M |
| Adobe Inc. | ADBE | 689K | $167.5M | 1.1% | — | New |
| Comfort Sys Usa Inc | — | 109.6K | $151.1M | 1.0% | $48.8M | Cut−$102.4M |
| Vertex Pharmaceuticals Inc | — | 312.9K | $139.7M | 0.9% | −$995.4K | Added$73.6M |
| Eaton Corp Plc | ETN | 359.6K | $128.6M | 0.9% | — | New |
| Verizon Communications Inc | VZ | 2.54M | $127.7M | 0.8% | $23.4M | Added$27.1M |
| Citigroup Inc | — | 1.1M | $124.7M | 0.8% | −$3.56M | Added−$1.88M |
| Ge Aerospace | — | 439.4K | $124.7M | 0.8% | −$10.4M | Added−$7.88M |
| Netflix Inc | NFLX | 1.27M | $121.9M | 0.8% | $2.95M | Added$6.27M |
| Goldman Sachs Group Inc | — | 141.5K | $119.7M | 0.8% | −$4.52M | Added−$781.2K |
| Progressive Corp | — | 556.1K | $110.2M | 0.7% | −$15.9M | Added−$12.6M |
| Costco Whsl Corp New | — | 104.8K | $104.4M | 0.7% | $12.7M | Added$22.5M |
| Mcdonalds Corp | MCD | 319.4K | $99.3M | 0.7% | $1.6M | Added$4.44M |
| Kla Corp | KLAC | 64.5K | $95M | 0.6% | $16.1M | Added$18.9M |
| Nextera Energy Inc | — | 1M | $93.1M | 0.6% | $12.6M | Cut−$3.47M |
| Yum Brands Inc | YUM | 551.6K | $85.8M | 0.6% | $698.7K | Added$60.6M |
| Royal Caribbean Group | — | 304.8K | $83.9M | 0.6% | −$1.14M | Cut−$41.3M |
| GE Vernova Inc. | GEV | 93.3K | $81.5M | 0.5% | $20.5M | Cut$17.9M |
| Intuitive Surgical Inc | ISRG | 171.1K | $78.9M | 0.5% | −$18M | Cut−$41.4M |
| Capital One Finl Corp | — | 429.4K | $78.3M | 0.5% | −$25M | Added−$22.8M |
| Gilead Sciences, Inc. | GILD | 542.3K | $75.6M | 0.5% | $8.73M | Added$11.1M |
| Trane Technologies Plc | TT | 174.9K | $72.9M | 0.5% | $4.82M | Cut$4.53M |
| Colgate Palmolive Co | CL | 850.7K | $72.5M | 0.5% | $5.28M | Cut−$51.4M |
| Newmont Corp | — | 649.8K | $70.3M | 0.5% | $5.46M | Cut−$5.66M |
| Elevance Health Inc Formerly | — | 238.1K | $69.7M | 0.5% | −$13.4M | Added−$11.4M |
| Autozone Inc | AZO | 20.1K | $68.1M | 0.5% | −$268.9K | Added$1.58M |
| Danaher Corporation | — | 353.7K | $67.1M | 0.4% | −$13.9M | Cut−$16.2M |
| Sprouts Fmrs Mkt Inc | — | 855.6K | $66M | 0.4% | −$2.12M | Added−$351.8K |
| Slb Limited/Nv | SLB | 1.28M | $65.8M | 0.4% | $11.8M | Added$31.1M |
| HCA Healthcare, Inc. | HCA | 129.2K | $61.1M | 0.4% | $800.8K | Added$2.52M |
| United Rentals, Inc. | URI | 82.7K | $60.2M | 0.4% | — | New |
| Boston Scientific Corp | BSX | 952K | $59.7M | 0.4% | −$31M | Cut−$31.1M |
| Morgan Stanley | — | 348.6K | $57.4M | 0.4% | −$4.52M | Cut−$4.66M |
| Sempra | — | 546.2K | $53.1M | 0.4% | $4.64M | Added$6.97M |
| Entergy Corp New | — | 402.1K | $45.2M | 0.3% | $7.8M | Added$8.99M |
| Marsh & Mclennan Cos Inc | — | 257.5K | $44.7M | 0.3% | −$3.11M | Cut−$6.13M |
| Baker Hughes Company | — | 729.2K | $44.5M | 0.3% | $10.8M | Added$12.9M |
| Cigna Group | CI | 166.1K | $44.3M | 0.3% | −$1.41M | Cut−$4.13M |
| Stryker Corp | SYK | 130.1K | $42.8M | 0.3% | −$2.98M | Cut−$23M |
| Allstate Corp | — | 203.1K | $42.1M | 0.3% | −$159.4K | Added$1.15M |
| Hewlett Packard Enterprise C | — | 1.77M | $42M | 0.3% | −$361.1K | Added$748.4K |
| Shopify Inc. | SHOP | 350.8K | $41.6M | 0.3% | −$14.4M | Added−$13.3M |
| Aflac Inc | AFL | 371.1K | $40.7M | 0.3% | −$201.8K | Added$982K |
| Aon plc | AON | 122.8K | $39.7M | 0.3% | −$3.6M | Added−$2.51M |
| Public Svc Enterprise Grp In | — | 470.9K | $38.1M | 0.3% | $296.7K | Added$1.47M |
| Exelon Corp | EXC | 743K | $36.4M | 0.2% | $3.93M | Added$4.89M |
| Cencora, Inc. | COR | 115.8K | $36.4M | 0.2% | −$2.66M | Added−$1.65M |
| Cardinal Health Inc | CAH | 170.7K | $36.1M | 0.2% | $964.6K | Added$1.95M |
| Travelers Companies, Inc. | TRV | 118.8K | $34.7M | 0.2% | $192.5K | Cut−$2.93M |
| Sap Se | — | 195.9K | $33.5M | 0.2% | −$13.6M | Added−$12.7M |
| Consolidated Edison Inc | ED | 294.9K | $33.4M | 0.2% | $3.97M | Added$4.9M |
| Ulta Beauty, Inc. | ULTA | 59.2K | $31M | 0.2% | −$4.88M | Cut−$5.41M |
| Valero Energy Corp | — | 111.8K | $27.6M | 0.2% | $8.95M | Added$10.3M |
| Hartford Insurance Group Inc | — | 201.9K | $27.3M | 0.2% | −$504K | Added$283K |
| Humana Inc | HUM | 156K | $27M | 0.2% | −$12.5M | Added−$11.8M |
| Oracle Corp | — | 155.3K | $22.8M | 0.2% | −$7.15M | Added−$6.32M |
| American Wtr Wks Co Inc New | — | 155.6K | $21.2M | 0.1% | $842K | Added$1.52M |
| Willis Towers Watson Plc | WTW | 69.8K | $20.3M | 0.1% | −$2.57M | Added−$1.99M |
| Atmos Energy Corp | ATO | 105.7K | $19.5M | 0.1% | $1.75M | Added$2.32M |
| Eversource Energy | ES | 251.8K | $17.4M | 0.1% | $477.7K | Added$951.8K |
| Applovin Corp | APP | 43.7K | $17.4M | 0.1% | −$10.8M | Added−$8.99M |
| Service Corp Intl | — | 99.5K | $8.21M | 0.1% | $407.3K | Added$1.21M |
| Welltower Inc. | WELL | 37K | $7.32M | 0.0% | $320.7K | Added$2.4M |
| Nextpower Inc. | NXT | 59.1K | $7.13M | 0.0% | $1.56M | Added$3.07M |
| AbbVie Inc. | ABBV | 30.9K | $6.72M | 0.0% | −$340K | Held |
| Itt Inc. | ITT | 33K | $6.3M | 0.0% | $426.9K | Added$1.94M |
| Woodward, Inc. | WWD | 15K | $5.35M | 0.0% | $831.3K | Held |
| Nu Hldgs Ltd | — | 340.5K | $4.89M | 0.0% | −$764.7K | Added−$507.9K |
| Onto Innovation Inc. | ONTO | 20.2K | $4.15M | 0.0% | $955.6K | Cut$245.7K |
| Arch Cap Group Ltd | — | 43K | $4.13M | 0.0% | $3.01K | Held |
| Amphenol Corp New | — | 30.4K | $3.84M | 0.0% | −$56.5K | Added$2.97M |
| Lam Research Corp | LRCX | 17.9K | $3.83M | 0.0% | $761.1K | Held |
| S&P Global Inc. | SPGI | 8.79K | $3.74M | 0.0% | −$854.5K | Held |
| Aptiv Plc | APTV | 48.9K | $3.39M | 0.0% | −$325K | Held |
| Home Depot, Inc. | HD | 10.2K | $3.37M | 0.0% | −$155.8K | Cut−$912.8K |
| Advanced Micro Devices Inc | AMD | 16.4K | $3.34M | 0.0% | −$176.2K | Cut−$1.05M |
| Bank New York Mellon Corp | — | 27.3K | $3.24M | 0.0% | $69.3K | Cut−$1.59M |
| Levi Strauss & Co New | — | 172K | $3.18M | 0.0% | — | New |
| Mckesson Corp | MCK | 2.52K | $2.18M | 0.0% | $113.7K | Held |
| Yum China Hldgs Inc | — | 44.5K | $2.17M | 0.0% | $39.6K | Added$352.1K |
| Veeva Sys Inc | — | 11.3K | $1.99M | 0.0% | — | New |
| Merck & Co., Inc. | MRK | 15.9K | $1.92M | 0.0% | $239.7K | Held |
| Edison Intl | — | 24.2K | $1.77M | 0.0% | $318.6K | Held |
| Prudential Finl Inc | — | 14.8K | $1.45M | 0.0% | −$225.2K | Held |
| NXP Semiconductors N.V. | NXPI | 6.9K | $1.36M | 0.0% | — | New |
| American Tower Corp New | — | 6.88K | $1.19M | 0.0% | −$20.6K | Held |
| Idexx Labs Inc | — | 2.09K | $1.18M | 0.0% | −$239.8K | Held |
| Credicorp Ltd | BAP | 3.4K | $1.15M | 0.0% | $177.4K | Held |
| C. H. Robinson Worldwide, Inc. | CHRW | 6.77K | $1.12M | 0.0% | — | New |
| Zoetis Inc. | ZTS | 7.48K | $884.3K | 0.0% | −$56.9K | Held |
| First Solar, Inc. | FSLR | 3.95K | $779K | 0.0% | −$252.6K | Cut−$83.7M |
| Celestica Inc | CLS | 2.75K | $775.7K | 0.0% | — | New |
| Agilent Technologies, Inc. | A | 6.42K | $732.2K | 0.0% | −$141.9K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.