AMF Tjanstepension AB

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 6, 2026), AMF Tjanstepension AB reported 121 stock positions worth $16.9 billion. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Microsoft (MSFT, 6.2%) and Apple (AAPL, 5.6%). Compared with Q1 2026, it opened 8 new positions, sold out of 4, added to 15 and reduced 20. The biggest buy was a new position in Micron Technology (MU) and the biggest sale Prologis (PLD, shares −19%).

Most Recent 13F
Q2 2026
Location
STOCKHOLM, V7
CIK
0001553562
Portfolio Value
$16.9B (Q2 2026)
SEC Filing
0001062993-26-004048 ↗ filed Aug 6, 2026

Holdings Value

0$5.0B$10.0B$15.0B$20.0B Q1 2024: $13.2B Q1 2024 Q2 2024: $13.4B Q2 2024 Q3 2024: $14.0B Q3 2024 Q4 2024: $14.1B Q4 2024 Q1 2025: $13.5B Q1 2025 Q2 2025: $15.0B Q2 2025 Q3 2025: $15.8B Q3 2025 Q4 2025: $16.1B Q4 2025 Q1 2026: $15.1B Q1 2026 Q2 2026: $16.9B $16.9B Q2 2026

Holdings 121 stocks · $16.9B
NVDA Nvidia Corp. 9.45% 7,974,683 $1.6B Reduce -2.7%
MSFT Microsoft Corp. 6.25% 2,825,808 $1.1B Reduce -0.1%
AAPL Apple Inc. 5.59% 3,258,851 $943.0M No change
GOOG Alphabet Inc. Class C 5.18% 2,475,768 $874.8M Add +0.2%
TSM Taiwan Semiconductor-SP ADR 4.40% 1,555,194 $742.7M Reduce -4.8%
AMZN Amazon.com Inc. 3.48% 2,466,179 $587.8M Reduce -0.5%
LLY Eli Lilly & Co. 3.40% 478,077 $573.4M Add +0.2%
BAC Bank of America Corp. 3.23% 9,562,619 $544.9M No change
WDC Western Digital Corp. 3.22% 850,847 $543.5M Reduce -38.1%
V Visa Inc. Class A 2.89% 1,423,049 $488.2M No change
LIN Linde PLC 2.74% 890,930 $462.3M Reduce -1.9%
PLD Prologis Inc. 2.49% 3,101,097 $420.1M Reduce -18.6%
PH Parker Hannifin Corp. 2.09% 360,645 $352.8M Reduce -0.5%
AVGO Broadcom Inc. 1.86% 831,667 $314.2M Add +0.6%
GOOGL Alphabet Inc. Class A 1.78% 841,228 $300.6M No change
META Meta Platforms Inc. Class A 1.74% 520,699 $293.3M Add +0.8%
MU Micron Technology Inc. 1.73% 253,300 $292.4M New
JPM JPMorgan Chase & Co. 1.65% 853,194 $279.3M No change
ICE Intercontinental Exchange Inc. 1.58% 2,162,201 $266.2M Reduce -1.6%
MELI MercadoLibre Inc. 1.57% 156,128 $265.0M Reduce -1.0%
KO The Coca-Cola Co. 1.40% 2,910,053 $236.5M No change
SPOT Spotify Technology SA 1.36% 500,000 $229.6M No change
FIX Comfort Systems USA Inc. 1.29% 109,590 $217.2M No change
BABA Alibaba Group Holding-SP ADR 1.23% 2,160,591 $207.4M Reduce -2.1%
BRK.B Berkshire Hathaway Inc. Class B 1.22% 412,511 $206.4M No change
KLAC KLA Corp. 1.21% 675,450 $203.8M Add +4.7%
GE General Electric filed as GE AEROSPACE 0.97% 439,350 $164.2M No change
VRTX Vertex Pharmaceuticals Inc. 0.93% 314,765 $156.4M Add +0.6%
C Citigroup Inc. 0.91% 1,099,751 $153.9M No change
ETN Eaton Corp. PLC 0.91% 359,646 $153.3M No change
ROL Rollins Inc. 0.88% 3,555,642 $148.4M Reduce -3.1%
CRM Salesforce Inc. 0.86% 931,126 $145.9M Reduce -1.1%
ADBE Adobe Inc. 0.84% 689,047 $141.3M No change
GS Goldman Sachs Group Inc. 0.77% 128,848 $130.3M Reduce -8.9%
PGR Progressive Corp. 0.72% 556,076 $121.5M No change
GEV GE Vernova Inc. 0.65% 93,333 $109.7M No change
VZ Verizon Communications Inc. 0.64% 2,544,470 $107.7M No change
CSCO Cisco Systems Inc. 0.58% 839,133 $98.6M New
COST Costco Wholesale Corp. 0.58% 104,753 $98.0M No change
RCL Royal Caribbean Cruises Ltd. 0.57% 304,790 $96.8M No change
URI United Rentals Inc. 0.56% 83,698 $94.8M Add +1.2%
YUM Yum! Brands Inc. 0.55% 579,067 $92.6M Add +5.0%
ELV Elevance Health Inc. 0.55% 238,133 $92.1M No change
NFLX Netflix Inc. 0.54% 1,267,857 $90.5M No change
NEE Nextera Energy Inc. 0.52% 1,002,143 $88.0M No change
MCD McDonald's Corp. 0.51% 319,360 $86.3M No change
COF Capital One Financial Corp. 0.51% 429,374 $86.1M No change
TT Trane Technologies PLC 0.51% 174,917 $85.9M No change
CL Colgate-Palmolive Co. 0.46% 850,709 $78.0M No change
HPE Hewlett Packard Enterprise 0.45% 1,699,944 $76.7M Reduce -3.7%
MS Morgan Stanley 0.45% 360,596 $75.4M Add +3.4%
SFM Sprouts Farmers Market Inc. 0.43% 855,628 $72.4M No change
GILD Gilead Sciences Inc. 0.41% 542,262 $68.5M No change
ISRG Intuitive Surgical Inc. 0.40% 171,089 $68.0M No change
DHR Danaher Corp. 0.40% 353,691 $67.4M No change
AZO AutoZone Inc. 0.38% 20,147 $64.4M No change
HUM Humana Inc. 0.37% 155,989 $62.0M No change
NEM Newmont Corp. 0.36% 649,774 $60.7M No change
SLB SLB Ltd. filed as SLB LIMITED 0.32% 1,150,790 $53.5M Reduce -10.1%
SRE Sempra 0.30% 546,238 $50.6M No change
HCA HCA Healthcare Inc. 0.30% 129,154 $50.4M No change
ALL Allstate Corp. 0.29% 203,131 $48.3M No change
ETR Entergy Corp. 0.27% 402,074 $46.2M No change
CI The Cigna Group 0.27% 166,085 $45.8M No change
AFL Aflac Inc. 0.26% 371,149 $43.5M No change
MRSH Marsh & McLennan Cos 0.25% 257,521 $42.9M No change
SYK Stryker Corp. 0.24% 130,128 $41.0M No change
AON Aon PLC Class A 0.24% 122,843 $40.7M No change
CAH Cardinal Health Inc. 0.24% 170,668 $40.5M No change
BKR Baker Hughes Co. 0.24% 729,153 $40.4M No change
SHOP Shopify Inc. Class A 0.24% 350,833 $40.1M No change
BSX Boston Scientific Corp. 0.23% 928,424 $39.6M Reduce -2.5%
TRV The Travelers Cos Inc. 0.23% 118,841 $39.2M No change
PEG Public Service Enterprise GP 0.23% 470,925 $38.2M No change
EXC Exelon Corp. 0.21% 742,992 $34.6M No change
COR Cencora Inc. 0.19% 115,849 $32.8M No change
ED Consolidated Edison Inc. 0.19% 294,856 $32.6M No change
SAP Sap SE-Sponsored ADR 0.18% 195,895 $30.2M No change
HIG Hartford Insurance Group Inc. 0.16% 201,947 $26.8M No change
ULTA Ulta Beauty Inc. 0.16% 59,247 $26.7M No change
APP AppLovin Corp. Class A 0.14% 45,925 $23.7M Add +5.2%
ORCL Oracle Corp. 0.13% 155,318 $22.8M No change
AWK American Water Works Co. Inc. 0.12% 155,622 $20.5M No change
WTW Willis Towers Watson PLC 0.11% 69,828 $18.3M No change
ATO Atmos Energy Corp. 0.11% 105,704 $18.2M No change
ES Eversource Energy 0.11% 251,833 $18.2M No change
VLO Valero Energy Corp. 0.09% 55,525 $14.5M Reduce -50.3%
AMD Advanced Micro Devices 0.09% 24,687 $14.3M Add +50.4%
ITT Itt Inc. 0.05% 44,854 $8.9M Add +35.7%
WELL Welltower Inc. 0.05% 37,040 $8.4M No change
ABBV Abbvie Inc. 0.05% 30,909 $7.8M No change
LRCX Lam Research Corp. 0.05% 17,916 $7.8M No change
NXT Nextpower Inc. 0.04% 59,117 $7.0M No change
LEVI Levi Strauss & Co. Class A 0.04% 249,510 $6.2M Add +45.0%
MRVL Marvell Technology Inc. 0.03% 19,463 $5.8M New
WWD Woodward Inc. 0.03% 12,983 $5.5M Reduce -13.2%
APH Amphenol Corp. Class A 0.03% 30,362 $5.4M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 362,742 $4.8M Add +6.5%
CLS Celestica Inc. 0.03% 11,549 $4.2M Add +319.4%
ACGL Arch Capital Group Ltd. 0.02% 43,035 $4.2M No change

Show all 121 holdings

Portfolio Sells Q1 2026 → Q2 2026
PLD Prologis Inc. Reduce -18.6% 2.49% −0.85
ICE Intercontinental Exchange Inc. Reduce -1.6% 1.58% −0.71
MSFT Microsoft Corp. Reduce -0.1% 6.25% −0.69
BABA Alibaba Group Holding-SP ADR Reduce -2.1% 1.23% −0.61
ROL Rollins Inc. Reduce -3.1% 0.88% −0.42
CRM Salesforce Inc. Reduce -1.1% 0.86% −0.30
LIN Linde PLC Reduce -1.9% 2.74% −0.25
MELI MercadoLibre Inc. Reduce -1.0% 1.57% −0.24
BSX Boston Scientific Corp. Reduce -2.5% 0.23% −0.16
SLB SLB Ltd. Reduce -10.1% 0.32% −0.12
VLO Valero Energy Corp. Reduce -50.3% 0.09% −0.10
PH Parker Hannifin Corp. Reduce -0.5% 2.09% −0.06
SCI Service Corp. International Sold out 0.00% −0.05
ONTO Onto Innovation Inc. Sold out 0.00% −0.03
SPGI S&P Global Inc. Sold out 0.00% −0.02
GS Goldman Sachs Group Inc. Reduce -8.9% 0.77% −0.02
NVDA Nvidia Corp. Reduce -2.7% 9.45% −0.02
APTV Aptiv PLC Reduce -35.0% 0.01% −0.01
AMT American Tower Corp. Sold out 0.00% −0.01
WWD Woodward Inc. Reduce -13.2% 0.03% −0.00
AMZN Amazon.com Inc. Reduce -0.5% 3.48% +0.06
HPE Hewlett Packard Enterprise Reduce -3.7% 0.45% +0.18
TSM Taiwan Semiconductor-SP ADR Reduce -4.8% 4.40% +0.74
WDC Western Digital Corp. Reduce -38.1% 3.22% +0.76

Portfolio Buys Q1 2026 → Q2 2026
MU Micron Technology Inc. New 1.73% +1.73
CSCO Cisco Systems Inc. New 0.58% +0.58
KLAC KLA Corp. Add +4.7% 1.21% +0.58
LLY Eli Lilly & Co. Add +0.2% 3.40% +0.49
GOOG Alphabet Inc. Class C Add +0.2% 5.18% +0.48
AVGO Broadcom Inc. Add +0.6% 1.86% +0.16
URI United Rentals Inc. Add +1.2% 0.56% +0.16
MS Morgan Stanley Add +3.4% 0.45% +0.07
AMD Advanced Micro Devices Add +50.4% 0.09% +0.06
MRVL Marvell Technology Inc. New 0.03% +0.03
APP AppLovin Corp. Class A Add +5.2% 0.14% +0.03
CLS Celestica Inc. Add +319.4% 0.03% +0.02
LEVI Levi Strauss & Co. Class A Add +45.0% 0.04% +0.02
COHR Coherent Corp. New 0.01% +0.01
NBIS Nebius Group NV New 0.01% +0.01
ITT Itt Inc. Add +35.7% 0.05% +0.01
BIRK Birkenstock Holding PLC New 0.01% +0.01
EW Edwards Lifesciences Corp. New 0.01% +0.01
FLEX Flex Ltd. New 0.01% +0.01
VRTX Vertex Pharmaceuticals Inc. Add +0.6% 0.93% 0.00
NU Nu Holdings Ltd./Cayman Isl-A Add +6.5% 0.03% −0.00
YUM Yum! Brands Inc. Add +5.0% 0.55% −0.02
META Meta Platforms Inc. Class A Add +0.8% 1.74% −0.22

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 121$16.9BNVDA, MSFT, AAPL, GOOG, TSM
Q1 2026 117$15.1BNVDA, MSFT, AAPL, GOOG, TSM
Q4 2025 123$16.1BNVDA, MSFT, AAPL, GOOG, AMZN
Q3 2025Amended 134$15.8BNVDA, MSFT, AAPL, GOOG, AMZN
Q2 2025 169$15.0BMSFT, NVDA, SPOT, AAPL, AMZN
Q1 2025 225$13.5BMSFT, NVDA, AAPL, AMZN, SPOT
Q4 2024 250$14.1BMSFT, NVDA, AAPL, AMZN, V
Q3 2024Amended 230$14.0BMSFT, NVDA, AAPL, SPOT, V
Q2 2024 222$13.4BMSFT, NVDA, GOOG, AAPL, V
Q1 2024 202$13.2BMSFT, NVDA, AAPL, V, SPOT