AMF Tjanstepension AB
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 7, 2025), AMF Tjanstepension AB reported 250 stock positions worth $14.1 billion. Its top holding was Microsoft (MSFT) at 8.5% of the portfolio, followed by Nvidia (NVDA, 7.7%) and Apple (AAPL, 6.0%). Compared with Q3 2024, it opened 39 new positions, sold out of 19, added to 56 and reduced 93. The biggest buy was Intercontinental Exchange (ICE, shares +1238%) and the biggest sale an exit from Uber Technologies (UBER).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0001553562
- Portfolio Value
- $14.1B (Q4 2024)
- SEC Filing
- 0001062993-25-001818 ↗ filed Feb 7, 2025
Holdings Value
Holdings 250 stocks · $14.1B
| MSFT Microsoft Corp. | 8.53% | 2,847,194 | $1.2B | Add +1.7% |
| NVDA Nvidia Corp. | 7.66% | 8,026,378 | $1.1B | Reduce -0.2% |
| AAPL Apple Inc. | 5.96% | 3,346,040 | $838.0M | Reduce -1.0% |
| AMZN Amazon.com Inc. | 5.15% | 3,305,208 | $725.1M | Add +25.1% |
| V Visa Inc. Class A | 3.62% | 1,612,286 | $509.6M | Reduce -15.3% |
| SPOT Spotify Technology SA | 3.50% | 1,100,000 | $492.1M | Reduce -26.7% |
| CRM Salesforce Inc. | 2.83% | 1,189,931 | $397.9M | Reduce -16.7% |
| GOOG Alphabet Inc. Class C | 2.77% | 2,049,444 | $390.3M | Reduce -12.0% |
| LIN Linde PLC | 2.21% | 743,448 | $311.3M | Reduce -5.2% |
| PH Parker Hannifin Corp. | 2.10% | 463,709 | $295.0M | Reduce -29.7% |
| LLY Eli Lilly & Co. | 2.05% | 372,933 | $287.9M | Add +12.4% |
| MRK Merck & Co. Inc. | 2.01% | 2,841,581 | $282.9M | Add +254.1% |
| PLD Prologis Inc. | 1.95% | 2,592,864 | $274.2M | Add +38.2% |
| META Meta Platforms Inc. Class A | 1.92% | 460,401 | $269.6M | Add +0.7% |
| AVGO Broadcom Inc. | 1.86% | 1,129,101 | $261.8M | Add +11.3% |
| ICE Intercontinental Exchange Inc. | 1.80% | 1,701,585 | $253.6M | Add +1237.7% |
| PG The Procter & Gamble Co. | 1.77% | 1,486,964 | $249.5M | Reduce -18.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.77% | 5,674,003 | $249.4M | Reduce -15.1% |
| TSM Taiwan Semiconductor-SP ADR | 1.77% | 1,260,968 | $249.1M | Reduce -17.8% |
| TECK Teck Resources Ltd.-CLS B | 1.74% | 6,020,023 | $244.3M | Add +32.2% |
| CL Colgate-Palmolive Co. | 1.66% | 2,569,394 | $233.6M | Add +1088.8% |
| TSLA Tesla Inc. | 1.66% | 577,441 | $233.2M | Add +45.7% |
| BABA Alibaba Group Holding-SP ADR | 1.55% | 2,577,464 | $218.5M | Reduce -7.6% |
| MELI MercadoLibre Inc. | 1.12% | 92,580 | $157.4M | Add +13.6% |
| GOOGL Alphabet Inc. Class A | 1.08% | 799,460 | $151.4M | No change |
| JPM JPMorgan Chase & Co. | 0.96% | 562,951 | $135.0M | Add +18.8% |
| UNH Unitedhealth Group Inc. | 0.88% | 244,831 | $123.9M | Reduce -5.4% |
| EMR Emerson Electric Co. | 0.85% | 959,812 | $119.0M | Add +774.0% |
| FCNCA First Citizens Bcshs Class A | 0.71% | 47,235 | $99.8M | New |
| XYL Xylem Inc. | 0.69% | 833,117 | $96.7M | New |
| WDC Western Digital Corp. | 0.67% | 1,579,418 | $94.2M | New |
| COP Conocophillips | 0.64% | 901,683 | $89.5M | Reduce -22.5% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.63% | 196,626 | $89.1M | Add +16.1% |
| JCI Johnson Controls Internation | 0.59% | 1,048,377 | $82.8M | Add +500.7% |
| NFLX Netflix Inc. | 0.58% | 91,072 | $81.2M | Add +33.0% |
| GE General Electric filed as GE AEROSPACE | 0.54% | 459,248 | $76.6M | New |
| VZ Verizon Communications Inc. | 0.50% | 1,756,452 | $70.3M | No change |
| HD Home Depot Inc. | 0.44% | 157,985 | $61.5M | Reduce -7.6% |
| SLB SLB Ltd. filed as SCHLUMBERGER LTD | 0.37% | 1,338,376 | $51.4M | Add +273.3% |
| MRSH Marsh & McLennan Cos | 0.36% | 241,568 | $51.3M | Add +82.7% |
| GS Goldman Sachs Group Inc. | 0.36% | 89,210 | $51.1M | Reduce -64.6% |
| T AT&T Inc. | 0.33% | 2,014,023 | $45.9M | Add +30.6% |
| USB US Bancorp | 0.32% | 947,382 | $45.4M | Add +78.0% |
| PNC PNC Financial Services Group | 0.32% | 233,381 | $45.0M | Add +73.1% |
| CI The Cigna Group | 0.29% | 147,991 | $40.9M | Add +101.1% |
| AFL Aflac Inc. | 0.29% | 393,717 | $40.7M | Add +56.1% |
| ELV Elevance Health Inc. | 0.28% | 105,334 | $38.9M | Add +122.9% |
| GILD Gilead Sciences Inc. | 0.26% | 400,819 | $37.1M | No change |
| URI United Rentals Inc. | 0.26% | 52,341 | $36.9M | Reduce -67.6% |
| C Citigroup Inc. | 0.25% | 508,215 | $35.8M | Add +590.6% |
| AMT American Tower Corp. | 0.25% | 192,031 | $35.3M | Add +143.5% |
| LOW Lowe's Cos Inc. | 0.23% | 133,932 | $33.1M | Reduce -16.2% |
| TGT Target Corp. | 0.23% | 241,950 | $32.7M | Add +102.7% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.23% | 286,837 | $32.0M | Add +11.0% |
| HCA HCA Healthcare Inc. | 0.23% | 106,356 | $31.9M | Add +93.9% |
| TRV The Travelers Cos Inc. | 0.22% | 131,211 | $31.6M | Add +86.0% |
| AMGN Amgen Inc. | 0.22% | 120,389 | $31.4M | No change |
| CMCSA Comcast Corp. Class A | 0.22% | 832,594 | $31.3M | No change |
| AXP American Express Co. | 0.21% | 100,833 | $29.9M | No change |
| PGR Progressive Corp. | 0.21% | 124,670 | $29.9M | No change |
| BLK BlackRock Inc. | 0.21% | 28,976 | $29.7M | New |
| BKR Baker Hughes Co. | 0.21% | 723,208 | $29.7M | Add +76.5% |
| COST Costco Wholesale Corp. | 0.21% | 32,302 | $29.6M | Reduce -33.2% |
| ALL Allstate Corp. | 0.20% | 148,999 | $28.7M | Add +89.3% |
| EXC Exelon Corp. | 0.20% | 751,415 | $28.3M | Add +46.4% |
| VRTX Vertex Pharmaceuticals Inc. | 0.19% | 67,757 | $27.3M | Reduce -59.6% |
| MS Morgan Stanley | 0.19% | 212,235 | $26.7M | Reduce -17.2% |
| BMY Bristol-Myers Squibb Co. | 0.19% | 467,288 | $26.5M | Reduce -23.4% |
| CCI Crown Castle Inc. | 0.18% | 282,567 | $25.7M | Add +69.3% |
| AZO AutoZone Inc. | 0.18% | 7,973 | $25.5M | Add +132.7% |
| FAST Fastenal Co. | 0.18% | 343,047 | $24.7M | Add +79.9% |
| CAT Caterpillar Inc. | 0.17% | 66,863 | $24.3M | Reduce -12.9% |
| KR Kroger Co. | 0.17% | 395,155 | $24.2M | Add +86.2% |
| AMD Advanced Micro Devices | 0.17% | 196,852 | $23.8M | Reduce -1.5% |
| CB Chubb Ltd. | 0.17% | 85,604 | $23.7M | New |
| MMM 3M Co. | 0.17% | 180,614 | $23.3M | No change |
| POLESTAR AUTOMOTIVE HLDG UK | 0.16% | 21,971,866 | $23.1M | No change |
| ALC Alcon Inc. filed as ALCON AG | 0.16% | 267,363 | $22.9M | Reduce -84.3% |
| OKE Oneok Inc. | 0.16% | 227,709 | $22.9M | No change |
| EIX Edison International | 0.16% | 283,193 | $22.6M | Add +4.4% |
| SRE Sempra | 0.16% | 256,946 | $22.6M | Reduce -13.5% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.16% | 21,111 | $22.3M | Add +124.2% |
| ABBV Abbvie Inc. | 0.16% | 123,511 | $21.9M | Add +177.9% |
| HIG Hartford Insurance Group Inc. | 0.15% | 198,195 | $21.7M | Add +6.7% |
| AON Aon PLC Class A | 0.15% | 60,279 | $21.7M | No change |
| INTU Intuit Inc. | 0.15% | 34,184 | $21.5M | Add +35.4% |
| WTW Willis Towers Watson PLC | 0.15% | 68,535 | $21.5M | Add +55.4% |
| JNJ Johnson & Johnson | 0.15% | 143,894 | $20.8M | Reduce -66.2% |
| ED Consolidated Edison Inc. | 0.15% | 232,531 | $20.8M | Reduce -48.5% |
| GIS General Mills Inc. | 0.15% | 324,588 | $20.7M | No change |
| ACN Accenture PLC Class A | 0.15% | 58,683 | $20.7M | Reduce -13.2% |
| MNST Monster Beverage Corp. | 0.14% | 382,297 | $20.1M | Reduce -68.5% |
| PRU Prudential Financial Inc. | 0.14% | 168,348 | $20.0M | Reduce -17.1% |
| DE Deere & Co. | 0.14% | 46,631 | $19.8M | No change |
| SPGI S&P Global Inc. | 0.14% | 38,698 | $19.3M | No change |
| CSX CSX Corp. | 0.14% | 594,215 | $19.2M | No change |
| SCHW Schwab (charles) Corp. | 0.14% | 257,730 | $19.1M | Add +22.3% |
| NKE Nike Inc. Class B | 0.13% | 250,526 | $19.0M | Reduce -2.0% |
| TDG Transdigm Group Inc. | 0.13% | 14,932 | $18.9M | New |
| AJG Arthur J Gallagher & Co. filed as GALLAGHER ARTHUR J & CO | 0.13% | 66,384 | $18.8M | New |
Portfolio Sells Q3 2024 → Q4 2024
| UBER Uber Technologies Inc. | Sold out | 0.00% | −1.17 |
| ALC Alcon Inc. | Reduce -84.3% | 0.16% | −1.06 |
| DECK Deckers Outdoor Corp. | Reduce -94.5% | 0.08% | −1.01 |
| PH Parker Hannifin Corp. | Reduce -29.7% | 2.10% | −0.88 |
| WPM Wheaton Precious Metals Corp. | Sold out | 0.00% | −0.70 |
| URI United Rentals Inc. | Reduce -67.6% | 0.26% | −0.67 |
| BABA Alibaba Group Holding-SP ADR | Reduce -7.6% | 1.55% | −0.56 |
| QCOM Qualcomm Inc. | Reduce -95.2% | 0.02% | −0.55 |
| GS Goldman Sachs Group Inc. | Reduce -64.6% | 0.36% | −0.53 |
| PG The Procter & Gamble Co. | Reduce -18.2% | 1.77% | −0.48 |
| LIN Linde PLC | Reduce -5.2% | 2.21% | −0.46 |
| SPOT Spotify Technology SA | Reduce -26.7% | 3.50% | −0.46 |
| ADBE Adobe Inc. | Reduce -74.1% | 0.12% | −0.42 |
| VRTX Vertex Pharmaceuticals Inc. | Reduce -59.6% | 0.19% | −0.36 |
| JNJ Johnson & Johnson | Reduce -66.2% | 0.15% | −0.35 |
| CMS CMS Energy Corp. | Reduce -84.8% | 0.06% | −0.35 |
| SJM The JM Smucker Co. | Reduce -89.8% | 0.03% | −0.33 |
| PEP Pepsico Inc. | Reduce -86.4% | 0.04% | −0.31 |
| MNST Monster Beverage Corp. | Reduce -68.5% | 0.14% | −0.31 |
| TMO Thermo Fisher Scientific Inc. | Sold out | 0.00% | −0.30 |
| MA Mastercard Inc. Class A | Sold out | 0.00% | −0.29 |
| COP Conocophillips | Reduce -22.5% | 0.64% | −0.24 |
| EVRG Evergy Inc. | Sold out | 0.00% | −0.22 |
| MCD McDonald's Corp. | Reduce -70.2% | 0.09% | −0.22 |
| WM Waste Management Inc. | Reduce -78.1% | 0.06% | −0.21 |
| UNH Unitedhealth Group Inc. | Reduce -5.4% | 0.88% | −0.20 |
| NI Nisource Inc. | Sold out | 0.00% | −0.19 |
| PFE Pfizer Inc. | Sold out | 0.00% | −0.19 |
| ED Consolidated Edison Inc. | Reduce -48.5% | 0.15% | −0.19 |
| KO The Coca-Cola Co. | Sold out | 0.00% | −0.19 |
| AEE Ameren Corporation | Sold out | 0.00% | −0.18 |
| WEC WEC Energy Group Inc. | Sold out | 0.00% | −0.18 |
| BKNG Booking Holdings Inc. | Reduce -92.8% | 0.02% | −0.16 |
| CAG Conagra Brands Inc. | Reduce -76.2% | 0.04% | −0.15 |
| TJX TJX Companies Inc. | Reduce -64.6% | 0.08% | −0.15 |
| TD Toronto-Dominion Bank | Sold out | 0.00% | −0.14 |
| TSM Taiwan Semiconductor-SP ADR | Reduce -17.8% | 1.77% | −0.13 |
| KMB Kimberly-Clark Corp. | Sold out | 0.00% | −0.13 |
| PFG Principal Financial Group | Reduce -67.3% | 0.05% | −0.13 |
| CPB The Campbell's Company | Reduce -81.3% | 0.02% | −0.12 |
| BAC Bank of America Corp. | Reduce -15.1% | 1.77% | −0.12 |
| V Visa Inc. Class A | Reduce -15.3% | 3.62% | −0.12 |
| IBM Intl Business Machines Corp. | Reduce -53.1% | 0.10% | −0.12 |
| HLT Hilton Worldwide Holdings Inc. | Reduce -78.4% | 0.03% | −0.11 |
| ES Eversource Energy | Reduce -57.9% | 0.06% | −0.11 |
| UNP Union Pacific Corp. | Reduce -48.3% | 0.09% | −0.10 |
| HBAN Huntington Bancshares Inc. | Reduce -71.7% | 0.04% | −0.10 |
| K Kellanova | Reduce -60.3% | 0.06% | −0.10 |
| COST Costco Wholesale Corp. | Reduce -33.2% | 0.21% | −0.10 |
| NLY Annaly Capital Management Inc. | Reduce -74.7% | 0.03% | −0.09 |
Portfolio Buys Q3 2024 → Q4 2024
| ICE Intercontinental Exchange Inc. | Add +1237.7% | 1.80% | +1.66 |
| AMZN Amazon.com Inc. | Add +25.1% | 5.15% | +1.63 |
| CL Colgate-Palmolive Co. | Add +1088.8% | 1.66% | +1.50 |
| MRK Merck & Co. Inc. | Add +254.1% | 2.01% | +1.36 |
| TSLA Tesla Inc. | Add +45.7% | 1.66% | +0.92 |
| EMR Emerson Electric Co. | Add +774.0% | 0.85% | +0.76 |
| FCNCA First Citizens Bcshs Class A | New | 0.71% | +0.71 |
| XYL Xylem Inc. | New | 0.69% | +0.69 |
| WDC Western Digital Corp. | New | 0.67% | +0.67 |
| AVGO Broadcom Inc. | Add +11.3% | 1.86% | +0.61 |
| GE General Electric | New | 0.54% | +0.54 |
| JCI Johnson Controls Internation | Add +500.7% | 0.59% | +0.49 |
| SLB SLB Ltd. | Add +273.3% | 0.37% | +0.26 |
| PLD Prologis Inc. | Add +38.2% | 1.95% | +0.26 |
| JPM JPMorgan Chase & Co. | Add +18.8% | 0.96% | +0.24 |
| NFLX Netflix Inc. | Add +33.0% | 0.58% | +0.23 |
| C Citigroup Inc. | Add +590.6% | 0.25% | +0.22 |
| BLK BlackRock Inc. | New | 0.21% | +0.21 |
| CB Chubb Ltd. | New | 0.17% | +0.17 |
| MRSH Marsh & McLennan Cos | Add +82.7% | 0.36% | +0.15 |
| USB US Bancorp | Add +78.0% | 0.32% | +0.15 |
| PNC PNC Financial Services Group | Add +73.1% | 0.32% | +0.14 |
| TDG Transdigm Group Inc. | New | 0.13% | +0.13 |
| AJG Arthur J Gallagher & Co. | New | 0.13% | +0.13 |
| ORLY O'reilly Automotive Inc. | New | 0.13% | +0.13 |
| COF Capital One Financial Corp. | New | 0.13% | +0.13 |
| AMT American Tower Corp. | Add +143.5% | 0.25% | +0.12 |
| GM General Motors Co. | New | 0.11% | +0.11 |
| TFC Truist Financial Corp. | Add +478.5% | 0.13% | +0.11 |
| CI The Cigna Group | Add +101.1% | 0.29% | +0.11 |
| TRV The Travelers Cos Inc. | Add +86.0% | 0.22% | +0.11 |
| BKR Baker Hughes Co. | Add +76.5% | 0.21% | +0.10 |
| AZO AutoZone Inc. | Add +132.7% | 0.18% | +0.10 |
| ELV Elevance Health Inc. | Add +122.9% | 0.28% | +0.10 |
| TGT Target Corp. | Add +102.7% | 0.23% | +0.10 |
| DDOG Datadog Inc. Class A | New | 0.10% | +0.10 |
| CVS CVS Health Corp. | Add +542.2% | 0.13% | +0.10 |
| ALL Allstate Corp. | Add +89.3% | 0.20% | +0.10 |
| ABBV Abbvie Inc. | Add +177.9% | 0.16% | +0.09 |
| SHOP Shopify Inc. Class A | New | 0.09% | +0.09 |
| AIG American International Group | New | 0.09% | +0.09 |
| GWW WW Grainger Inc. | Add +124.2% | 0.16% | +0.09 |
| O Realty Income Corp. | New | 0.09% | +0.09 |
| AFL Aflac Inc. | Add +56.1% | 0.29% | +0.09 |
| KR Kroger Co. | Add +86.2% | 0.17% | +0.08 |
| T AT&T Inc. | Add +30.6% | 0.33% | +0.08 |
| FAST Fastenal Co. | Add +79.9% | 0.18% | +0.08 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +16.1% | 0.63% | +0.08 |
| EQT Eqt Corp. | New | 0.08% | +0.08 |
| COR Cencora Inc. | Add +147.4% | 0.13% | +0.07 |
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 |