AMF Tjanstepension AB
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 10, 2024), AMF Tjanstepension AB reported 222 stock positions worth $13.4 billion. Its top holding was Microsoft (MSFT) at 9.2% of the portfolio, followed by Nvidia (NVDA, 7.3%) and Alphabet Class C (GOOG, 5.0%). Compared with Q1 2024, it opened 49 new positions, sold out of 29, added to 51 and reduced 82. The biggest buy was Goldman Sachs (GS, shares +1102%) and the biggest sale Iqvia (IQV, shares −98%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001553562
- Portfolio Value
- $13.4B (Q2 2024)
- SEC Filing
- 0001062993-24-013615 ↗ filed Jul 10, 2024
Holdings Value
Holdings 222 stocks · $13.4B
| MSFT Microsoft Corp. | 9.17% | 2,749,526 | $1.2B | Add +6.8% |
| NVDA Nvidia Corp. | 7.25% | 7,870,267 | $972.3M | Reduce -5.4% |
| GOOG Alphabet Inc. Class C | 5.03% | 3,677,668 | $674.6M | Add +59.5% |
| AAPL Apple Inc. | 4.39% | 2,791,637 | $588.1M | Reduce -15.4% |
| V Visa Inc. Class A | 3.91% | 1,995,560 | $523.8M | Add +21.7% |
| SPOT Spotify Technology SA | 3.51% | 1,500,000 | $470.7M | Reduce -11.8% |
| PH Parker Hannifin Corp. | 2.86% | 758,262 | $383.6M | Add +23.0% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 2.77% | 9,327,332 | $370.9M | Add +959.6% |
| CRM Salesforce Inc. | 2.77% | 1,442,453 | $370.9M | Add +376.1% |
| GS Goldman Sachs Group Inc. | 2.74% | 810,836 | $366.8M | Add +1102.4% |
| AMZN Amazon.com Inc. | 2.64% | 1,829,976 | $353.6M | Reduce -16.3% |
| ALC Alcon Inc. filed as ALCON AG | 2.63% | 3,950,301 | $352.9M | Add +13.8% |
| WM Waste Management Inc. | 2.48% | 1,561,939 | $333.2M | Add +85.6% |
| URI United Rentals Inc. | 2.20% | 457,056 | $295.6M | Add +77.7% |
| VRTX Vertex Pharmaceuticals Inc. | 1.92% | 549,700 | $257.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.90% | 1,463,150 | $254.3M | Add +23.3% |
| TECK Teck Resources Ltd.-CLS B | 1.57% | 4,383,031 | $210.0M | Add +846.6% |
| BABA Alibaba Group Holding-SP ADR | 1.40% | 2,610,884 | $188.2M | Add +79.5% |
| QCOM Qualcomm Inc. | 1.32% | 891,950 | $177.7M | New |
| META Meta Platforms Inc. Class A | 1.30% | 345,045 | $174.0M | Add +46.1% |
| AVGO Broadcom Inc. | 1.27% | 106,031 | $170.3M | Reduce -48.2% |
| LIN Linde PLC | 1.23% | 375,818 | $164.9M | Reduce -50.9% |
| DECK Deckers Outdoor Corp. | 1.15% | 159,954 | $154.8M | New |
| GOOGL Alphabet Inc. Class A | 1.09% | 799,460 | $145.6M | Reduce -38.1% |
| MU Micron Technology Inc. | 1.08% | 1,100,010 | $144.7M | New |
| LLY Eli Lilly & Co. | 1.05% | 155,234 | $140.6M | Reduce -31.7% |
| MELI MercadoLibre Inc. | 1.01% | 82,528 | $135.6M | Add +212.8% |
| COP Conocophillips | 0.95% | 1,111,390 | $127.2M | Reduce -54.5% |
| TSLA Tesla Inc. | 0.89% | 601,803 | $119.1M | Reduce -15.7% |
| WPM Wheaton Precious Metals Corp. | 0.63% | 1,608,134 | $84.4M | Add +593.5% |
| JPM JPMorgan Chase & Co. | 0.61% | 404,334 | $81.8M | Reduce -58.2% |
| MNST Monster Beverage Corp. | 0.61% | 1,636,769 | $81.8M | New |
| ADBE Adobe Inc. | 0.60% | 145,694 | $80.9M | Reduce -27.1% |
| KEYS Keysight Technologies Inc. | 0.55% | 535,398 | $73.2M | Reduce -68.4% |
| UNH Unitedhealth Group Inc. | 0.52% | 137,653 | $70.1M | Reduce -30.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 169,346 | $68.9M | Add +10.7% |
| PG The Procter & Gamble Co. | 0.43% | 352,375 | $58.2M | Reduce -12.3% |
| PLD Prologis Inc. | 0.43% | 509,801 | $57.3M | Reduce -77.8% |
| JNJ Johnson & Johnson | 0.41% | 372,264 | $54.5M | Reduce -21.4% |
| HD Home Depot Inc. | 0.40% | 154,355 | $53.2M | Reduce -58.0% |
| CMS CMS Energy Corp. | 0.35% | 796,882 | $47.5M | Add +76.2% |
| MRK Merck & Co. Inc. | 0.35% | 374,553 | $46.5M | Reduce -48.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.35% | 425,048 | $46.4M | Add +123.2% |
| VZ Verizon Communications Inc. | 0.34% | 1,111,691 | $46.0M | Reduce -44.2% |
| ED Consolidated Edison Inc. | 0.33% | 497,982 | $44.6M | Add +243.3% |
| NFLX Netflix Inc. | 0.32% | 63,759 | $43.0M | Reduce -53.7% |
| PEP Pepsico Inc. | 0.31% | 253,793 | $41.9M | Reduce -66.0% |
| MA Mastercard Inc. Class A | 0.27% | 81,384 | $35.9M | No change |
| MCD McDonald's Corp. | 0.27% | 139,729 | $35.6M | Reduce -59.5% |
| AMD Advanced Micro Devices | 0.24% | 199,772 | $32.4M | Add +31.3% |
| AMGN Amgen Inc. | 0.24% | 103,002 | $32.2M | Reduce -2.2% |
| LOW Lowe's Cos Inc. | 0.23% | 139,619 | $30.8M | Reduce -11.4% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.23% | 276,968 | $30.5M | Reduce -17.9% |
| PFE Pfizer Inc. | 0.22% | 1,038,192 | $29.1M | Reduce -15.3% |
| CMCSA Comcast Corp. Class A | 0.20% | 700,152 | $27.5M | Reduce -25.2% |
| EVRG Evergy Inc. | 0.20% | 498,730 | $26.4M | New |
| PGR Progressive Corp. | 0.19% | 124,670 | $25.9M | Reduce -7.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.19% | 258,384 | $25.7M | Reduce -55.4% |
| ELV Elevance Health Inc. | 0.19% | 47,249 | $25.6M | Reduce -37.5% |
| CAT Caterpillar Inc. | 0.19% | 76,734 | $25.6M | Reduce -3.7% |
| UNP Union Pacific Corp. | 0.19% | 112,723 | $25.5M | Reduce -16.1% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.18% | 138,656 | $24.0M | Reduce -34.9% |
| GILD Gilead Sciences Inc. | 0.18% | 349,429 | $24.0M | No change |
| MRSH Marsh & McLennan Cos | 0.18% | 113,181 | $23.9M | No change |
| BMY Bristol-Myers Squibb Co. | 0.18% | 570,762 | $23.8M | Add +8.4% |
| AXP American Express Co. | 0.17% | 100,833 | $23.4M | Reduce -72.7% |
| BKNG Booking Holdings Inc. | 0.17% | 5,888 | $23.3M | Reduce -12.1% |
| KO The Coca-Cola Co. | 0.17% | 364,851 | $23.2M | Reduce -21.5% |
| CAG Conagra Brands Inc. | 0.17% | 814,665 | $23.2M | Reduce -49.7% |
| BLK BlackRock Finance Inc. | 0.17% | 28,976 | $22.8M | No change |
| ETN Eaton Corp. PLC | 0.17% | 72,426 | $22.7M | Reduce -40.2% |
| SRE Sempra | 0.17% | 296,981 | $22.6M | Reduce -72.7% |
| MS Morgan Stanley | 0.17% | 231,181 | $22.5M | Reduce -66.3% |
| LNG Cheniere Energy Inc. | 0.17% | 128,446 | $22.5M | Add +296.2% |
| NI Nisource Inc. | 0.16% | 765,557 | $22.1M | New |
| PRU Prudential Financial Inc. | 0.16% | 180,609 | $21.2M | No change |
| PNC PNC Financial Services Group | 0.16% | 134,842 | $21.0M | Reduce -38.6% |
| CL Colgate-Palmolive Co. | 0.16% | 216,126 | $21.0M | No change |
| AEE Ameren Corporation | 0.16% | 294,964 | $21.0M | New |
| GIS General Mills Inc. | 0.15% | 324,588 | $20.6M | Add +64.0% |
| CI The Cigna Group | 0.15% | 62,050 | $20.5M | Reduce -16.9% |
| ACN Accenture PLC Class A | 0.15% | 67,573 | $20.5M | Add +132.4% |
| WEC WEC Energy Group Inc. | 0.15% | 260,402 | $20.4M | New |
| MPC Marathon Petroleum Corp. | 0.15% | 114,663 | $19.9M | Reduce -7.5% |
| AFL Aflac Inc. | 0.15% | 222,535 | $19.9M | Add +43.4% |
| CSX CSX Corp. | 0.15% | 594,215 | $19.9M | Reduce -5.7% |
| PSX Phillips 66 | 0.14% | 136,865 | $19.3M | Reduce -6.1% |
| ES Eversource Energy | 0.14% | 339,631 | $19.3M | Reduce -33.4% |
| NKE Nike Inc. Class B | 0.14% | 255,540 | $19.3M | No change |
| CPB The Campbell's Company filed as CAMPBELL SOUP CO | 0.14% | 421,555 | $19.1M | Reduce -37.8% |
| KMB Kimberly-Clark Corp. | 0.14% | 137,599 | $19.0M | New |
| HIG Hartford Insurance Group Inc. | 0.14% | 185,781 | $18.7M | Add +129.2% |
| OKE Oneok Inc. | 0.14% | 227,709 | $18.6M | Add +42.2% |
| HLT Hilton Worldwide Holdings Inc. | 0.14% | 84,865 | $18.5M | No change |
| MMM 3M Co. | 0.14% | 180,614 | $18.5M | Reduce -8.8% |
| USB US Bancorp | 0.14% | 455,191 | $18.1M | Add +25.9% |
| HBAN Huntington Bancshares Inc. | 0.13% | 1,363,640 | $18.0M | Reduce -20.9% |
| TGT Target Corp. | 0.13% | 121,615 | $18.0M | Reduce -80.5% |
| EXC Exelon Corp. | 0.13% | 513,426 | $17.8M | Reduce -74.5% |
| EIX Edison International | 0.13% | 247,157 | $17.8M | Add +51.9% |
Portfolio Sells Q1 2024 → Q2 2024
| IQV Iqvia Holdings Inc. | Reduce -97.9% | 0.04% | −2.25 |
| EQIX Equinix Inc. | Sold out | 0.00% | −1.93 |
| PLD Prologis Inc. | Reduce -77.8% | 0.43% | −1.84 |
| LIN Linde PLC | Reduce -50.9% | 1.23% | −1.47 |
| KEYS Keysight Technologies Inc. | Reduce -68.4% | 0.55% | −1.46 |
| COP Conocophillips | Reduce -54.5% | 0.95% | −1.41 |
| NOW ServiceNow Inc. | Reduce -91.9% | 0.12% | −1.32 |
| JPM JPMorgan Chase & Co. | Reduce -58.2% | 0.61% | −0.86 |
| AVGO Broadcom Inc. | Reduce -48.2% | 1.27% | −0.79 |
| NVT Nvent Electric PLC | Sold out | 0.00% | −0.76 |
| TGT Target Corp. | Reduce -80.5% | 0.13% | −0.70 |
| PEP Pepsico Inc. | Reduce -66.0% | 0.31% | −0.68 |
| HD Home Depot Inc. | Reduce -58.0% | 0.40% | −0.67 |
| WSC Willscot Holdings Corp. | Sold out | 0.00% | −0.63 |
| MCD McDonald's Corp. | Reduce -59.5% | 0.27% | −0.47 |
| AXP American Express Co. | Reduce -72.7% | 0.17% | −0.46 |
| BSX Boston Scientific Corp. | Sold out | 0.00% | −0.44 |
| EXC Exelon Corp. | Reduce -74.5% | 0.13% | −0.44 |
| SRE Sempra | Reduce -72.7% | 0.17% | −0.42 |
| ISRG Intuitive Surgical Inc. | Sold out | 0.00% | −0.42 |
| ABBV Abbvie Inc. | Sold out | 0.00% | −0.41 |
| ELF Elf Beauty Inc. | Sold out | 0.00% | −0.40 |
| SHOP Shopify Inc. Class A | Sold out | 0.00% | −0.40 |
| DELL Dell Technologies -C | Sold out | 0.00% | −0.40 |
| GOOGL Alphabet Inc. Class A | Reduce -38.1% | 1.09% | −0.39 |
| MRK Merck & Co. Inc. | Reduce -48.5% | 0.35% | −0.38 |
| AMZN Amazon.com Inc. | Reduce -16.3% | 2.64% | −0.35 |
| DIS The Walt Disney Co. | Reduce -55.4% | 0.19% | −0.35 |
| PNR Pentair PLC | Sold out | 0.00% | −0.34 |
| MS Morgan Stanley | Reduce -66.3% | 0.17% | −0.32 |
| NFLX Netflix Inc. | Reduce -53.7% | 0.32% | −0.31 |
| VZ Verizon Communications Inc. | Reduce -44.2% | 0.34% | −0.29 |
| LLY Eli Lilly & Co. | Reduce -31.7% | 1.05% | −0.29 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −0.28 |
| GEHC GE Healthcare Technology | Sold out | 0.00% | −0.27 |
| SLB SLB Ltd. | Reduce -60.8% | 0.13% | −0.25 |
| ZBH Zimmer Biomet Holdings Inc. | Sold out | 0.00% | −0.23 |
| PANW Palo Alto Networks Inc. | Sold out | 0.00% | −0.23 |
| AIZ Assurant Inc. | Reduce -69.5% | 0.08% | −0.22 |
| UNH Unitedhealth Group Inc. | Reduce -30.2% | 0.52% | −0.22 |
| SNOW Snowflake Inc. | Sold out | 0.00% | −0.20 |
| CAG Conagra Brands Inc. | Reduce -49.7% | 0.17% | −0.19 |
| JNJ Johnson & Johnson | Reduce -21.4% | 0.41% | −0.16 |
| ADBE Adobe Inc. | Reduce -27.1% | 0.60% | −0.16 |
| LBTYK Liberty Global Ltd. Class C | Sold out | 0.00% | −0.16 |
| ENPH Enphase Energy Inc. | Sold out | 0.00% | −0.15 |
| BMO Bank of Montreal | Reduce -61.6% | 0.07% | −0.15 |
| BNS Bank of Nova Scotia | Reduce -54.1% | 0.09% | −0.14 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −0.13 |
| IBM Intl Business Machines Corp. | Reduce -34.9% | 0.18% | −0.13 |
Portfolio Buys Q1 2024 → Q2 2024
| GS Goldman Sachs Group Inc. | Add +1102.4% | 2.74% | +2.52 |
| BAC Bank of America Corp. | Add +959.6% | 2.77% | +2.51 |
| GOOG Alphabet Inc. Class C | Add +59.5% | 5.03% | +2.37 |
| CRM Salesforce Inc. | Add +376.1% | 2.77% | +2.07 |
| VRTX Vertex Pharmaceuticals Inc. | New | 1.92% | +1.92 |
| TECK Teck Resources Ltd.-CLS B | Add +846.6% | 1.57% | +1.41 |
| QCOM Qualcomm Inc. | New | 1.32% | +1.32 |
| DECK Deckers Outdoor Corp. | New | 1.15% | +1.15 |
| WM Waste Management Inc. | Add +85.6% | 2.48% | +1.13 |
| MU Micron Technology Inc. | New | 1.08% | +1.08 |
| MSFT Microsoft Corp. | Add +6.8% | 9.17% | +0.96 |
| URI United Rentals Inc. | Add +77.7% | 2.20% | +0.80 |
| MELI MercadoLibre Inc. | Add +212.8% | 1.01% | +0.71 |
| TSM Taiwan Semiconductor-SP ADR | Add +23.3% | 1.90% | +0.67 |
| MNST Monster Beverage Corp. | New | 0.61% | +0.61 |
| BABA Alibaba Group Holding-SP ADR | Add +79.5% | 1.40% | +0.61 |
| WPM Wheaton Precious Metals Corp. | Add +593.5% | 0.63% | +0.55 |
| ALC Alcon Inc. | Add +13.8% | 2.63% | +0.45 |
| V Visa Inc. Class A | Add +21.7% | 3.91% | +0.44 |
| META Meta Platforms Inc. Class A | Add +46.1% | 1.30% | +0.43 |
| PH Parker Hannifin Corp. | Add +23.0% | 2.86% | +0.26 |
| ED Consolidated Edison Inc. | Add +243.3% | 0.33% | +0.23 |
| EVRG Evergy Inc. | New | 0.20% | +0.20 |
| NI Nisource Inc. | New | 0.16% | +0.16 |
| SJM The JM Smucker Co. | Add +123.2% | 0.35% | +0.16 |
| AEE Ameren Corporation | New | 0.16% | +0.16 |
| WEC WEC Energy Group Inc. | New | 0.15% | +0.15 |
| CMS CMS Energy Corp. | Add +76.2% | 0.35% | +0.15 |
| KMB Kimberly-Clark Corp. | New | 0.14% | +0.14 |
| LNG Cheniere Energy Inc. | Add +296.2% | 0.17% | +0.13 |
| AMT American Tower Corp. | New | 0.12% | +0.12 |
| TRGP Targa Resources Corp. | New | 0.12% | +0.12 |
| AMAT Applied Materials Inc. | New | 0.10% | +0.10 |
| DOC Healthpeak Properties Inc. | New | 0.10% | +0.10 |
| YUM Yum! Brands Inc. | New | 0.10% | +0.10 |
| DGX Quest Diagnostics Inc. | New | 0.10% | +0.10 |
| TSCO Tractor Supply Company | New | 0.09% | +0.09 |
| ACGL Arch Capital Group Ltd. | New | 0.09% | +0.09 |
| WTRG Essential Utilities Inc. | New | 0.09% | +0.09 |
| DAL Delta Air Lines Inc. | New | 0.09% | +0.09 |
| ACM Aecom | New | 0.08% | +0.08 |
| BEN Franklin Templeton Inc. | New | 0.08% | +0.08 |
| POLESTAR AUTOMOTIVE HLDG UK | Add +399.3% | 0.13% | +0.08 |
| ACN Accenture PLC Class A | Add +132.4% | 0.15% | +0.08 |
| HIG Hartford Insurance Group Inc. | Add +129.2% | 0.14% | +0.08 |
| AZO AutoZone Inc. | New | 0.08% | +0.08 |
| BWA Borgwarner Inc. | New | 0.07% | +0.07 |
| BXP BXP Inc. | New | 0.07% | +0.07 |
| DFS Discover Financial Services | New | 0.06% | +0.06 |
| PWR Quanta Services Inc. | New | 0.06% | +0.06 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 121 | $16.9B | NVDA, MSFT, AAPL, GOOG, TSM |
| Q1 2026 | 117 | $15.1B | NVDA, MSFT, AAPL, GOOG, TSM |
| Q4 2025 | 123 | $16.1B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q3 2025Amended | 134 | $15.8B | NVDA, MSFT, AAPL, GOOG, AMZN |
| Q2 2025 | 169 | $15.0B | MSFT, NVDA, SPOT, AAPL, AMZN |
| Q1 2025 | 225 | $13.5B | MSFT, NVDA, AAPL, AMZN, SPOT |
| Q4 2024 | 250 | $14.1B | MSFT, NVDA, AAPL, AMZN, V |
| Q3 2024Amended | 230 | $14.0B | MSFT, NVDA, AAPL, SPOT, V |
| Q2 2024 | 222 | $13.4B | MSFT, NVDA, GOOG, AAPL, V |
| Q1 2024 | 202 | $13.2B | MSFT, NVDA, AAPL, V, SPOT |