AMF Tjanstepension AB

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 4, 2026), AMF Tjanstepension AB reported 117 stock positions worth $15.1 billion. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Microsoft (MSFT, 6.9%) and Apple (AAPL, 5.5%). Compared with Q4 2025, it opened 8 new positions, sold out of 14, added to 70 and reduced 23. The biggest buy was a new position in Adobe (ADBE) and the biggest sale Parker Hannifin (PH, shares −30%).

Most Recent 13F
Q2 2026
Location
STOCKHOLM, V7
CIK
0001553562
Portfolio Value
$15.1B (Q1 2026)
SEC Filing
0001062993-26-002281 ↗ filed May 4, 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 $15.1B Q1 2026 Q2 2026: $16.9B Q2 2026

Holdings 117 stocks · $15.1B
NVDA Nvidia Corp. 9.47% 8,192,840 $1.4B Add +2.5%
MSFT Microsoft Corp. 6.94% 2,827,825 $1.0B Add +4.9%
AAPL Apple Inc. 5.48% 3,258,851 $827.1M Add +1.8%
GOOG Alphabet Inc. Class C 4.70% 2,470,955 $708.8M Add +1.4%
TSM Taiwan Semiconductor-SP ADR 3.66% 1,632,738 $551.8M Add +6.4%
AMZN Amazon.com Inc. 3.42% 2,478,996 $516.3M Add +2.2%
PLD Prologis Inc. 3.34% 3,808,772 $503.4M Add +2.3%
BAC Bank of America Corp. filed as BANK AMERICA CORP 3.09% 9,562,619 $466.2M Add +2.9%
LIN Linde PLC 2.99% 908,456 $450.4M Add +1.4%
LLY Eli Lilly & Co. 2.91% 477,177 $438.9M Add +2.8%
V Visa Inc. Class A 2.85% 1,423,049 $430.1M Add +2.6%
WDC Western Digital Corp. 2.46% 1,373,910 $371.6M Reduce -22.3%
ICE Intercontinental Exchange Inc. 2.29% 2,197,714 $345.7M Add +2.8%
PH Parker Hannifin Corp. 2.15% 362,514 $324.5M Reduce -30.3%
META Meta Platforms Inc. Class A 1.96% 516,431 $295.5M Add +2.0%
BABA Alibaba Group Holding-SP ADR 1.84% 2,206,634 $276.8M Add +4.1%
MELI MercadoLibre Inc. 1.81% 157,733 $272.7M Add +17.3%
AVGO Broadcom Inc. 1.70% 827,049 $256.0M Add +1.4%
JPM JPMorgan Chase & Co. 1.66% 853,194 $251.0M Add +1.4%
SPOT Spotify Technology SA 1.61% 500,000 $242.5M No change
GOOGL Alphabet Inc. Class A 1.60% 841,228 $241.9M Add +5.2%
KO The Coca-Cola Co. 1.47% 2,910,053 $221.3M Add +1.6%
BRK.B Berkshire Hathaway Inc. Class B 1.31% 412,511 $197.7M Add +2.0%
ROL Rollins Inc. 1.30% 3,669,234 $196.0M Add +2.4%
CRM Salesforce Inc. 1.16% 941,220 $175.7M Add +1.9%
ADBE Adobe Inc. 1.11% 689,047 $167.5M New
FIX Comfort Systems USA Inc. 1.00% 109,590 $151.1M Reduce -59.7%
VRTX Vertex Pharmaceuticals Inc. 0.93% 312,917 $139.7M Add +114.4%
ETN Eaton Corp. PLC 0.85% 359,646 $128.6M New
VZ Verizon Communications Inc. 0.85% 2,544,470 $127.7M Add +3.0%
C Citigroup Inc. 0.83% 1,099,751 $124.7M Add +1.4%
GE General Electric filed as GE AEROSPACE 0.83% 439,350 $124.7M Add +2.1%
NFLX Netflix Inc. 0.81% 1,267,857 $121.9M Add +2.8%
GS Goldman Sachs Group Inc. 0.79% 141,495 $119.7M Add +3.2%
PGR Progressive Corp. 0.73% 556,076 $110.2M Add +3.1%
COST Costco Wholesale Corp. 0.69% 104,753 $104.4M Add +10.4%
MCD McDonald's Corp. 0.66% 319,360 $99.3M Add +3.0%
KLAC KLA Corp. 0.63% 64,544 $95.0M Add +3.0%
NEE Nextera Energy Inc. 0.62% 1,002,143 $93.1M Reduce -16.7%
YUM Yum! Brands Inc. 0.57% 551,573 $85.8M Add +231.6%
RCL Royal Caribbean Cruises Ltd. 0.56% 304,790 $83.9M Reduce -32.1%
GEV GE Vernova Inc. 0.54% 93,333 $81.5M Reduce -4.1%
ISRG Intuitive Surgical Inc. 0.52% 171,089 $78.9M Reduce -19.4%
COF Capital One Financial Corp. 0.52% 429,374 $78.3M Add +2.9%
GILD Gilead Sciences Inc. 0.50% 542,262 $75.6M Add +3.3%
TT Trane Technologies PLC 0.48% 174,917 $72.9M Reduce -0.4%
CL Colgate-Palmolive Co. 0.48% 850,709 $72.5M Reduce -45.8%
NEM Newmont Corp. 0.47% 649,774 $70.3M Reduce -14.6%
ELV Elevance Health Inc. 0.46% 238,133 $69.7M Add +2.9%
AZO AutoZone Inc. 0.45% 20,147 $68.1M Add +2.8%
DHR Danaher Corp. 0.44% 353,691 $67.1M Reduce -2.7%
SFM Sprouts Farmers Market Inc. 0.44% 855,628 $66.0M Add +2.8%
SLB SLB Ltd. filed as SLB LIMITED 0.44% 1,280,458 $65.8M Add +41.6%
HCA HCA Healthcare Inc. 0.41% 129,154 $61.1M Add +2.9%
URI United Rentals Inc. 0.40% 82,696 $60.2M New
BSX Boston Scientific Corp. 0.40% 951,982 $59.7M Reduce -0.1%
MS Morgan Stanley 0.38% 348,619 $57.4M Reduce -0.2%
SRE Sempra 0.35% 546,238 $53.1M Add +4.6%
ETR Entergy Corp. 0.30% 402,074 $45.2M Add +2.7%
MRSH Marsh & McLennan Cos 0.30% 257,521 $44.7M Reduce -6.0%
BKR Baker Hughes Co. 0.30% 729,153 $44.5M Add +4.9%
CI The Cigna Group 0.29% 166,085 $44.3M Reduce -5.6%
SYK Stryker Corp. 0.28% 130,128 $42.8M Reduce -30.4%
ALL Allstate Corp. 0.28% 203,131 $42.1M Add +3.2%
HPE Hewlett Packard Enterprise 0.28% 1,765,888 $42.0M Add +2.7%
SHOP Shopify Inc. Class A 0.28% 350,833 $41.6M Add +2.9%
AFL Aflac Inc. 0.27% 371,149 $40.7M Add +3.0%
AON Aon PLC Class A 0.26% 122,843 $39.7M Add +2.8%
PEG Public Service Enterprise GP 0.25% 470,925 $38.1M Add +3.2%
EXC Exelon Corp. 0.24% 742,992 $36.4M Add +2.7%
COR Cencora Inc. 0.24% 115,849 $36.4M Add +2.9%
CAH Cardinal Health Inc. 0.24% 170,668 $36.1M Add +2.8%
TRV The Travelers Cos Inc. 0.23% 118,841 $34.7M Reduce -8.3%
SAP Sap SE-Sponsored ADR 0.22% 195,895 $33.5M Add +2.9%
ED Consolidated Edison Inc. 0.22% 294,856 $33.4M Add +2.9%
ULTA Ulta Beauty Inc. 0.21% 59,247 $31.0M Reduce -1.5%
VLO Valero Energy Corp. 0.18% 111,753 $27.6M Add +5.2%
HIG Hartford Insurance Group Inc. 0.18% 201,947 $27.3M Add +3.0%
HUM Humana Inc. 0.18% 155,989 $27.0M Add +2.9%
ORCL Oracle Corp. 0.15% 155,318 $22.8M Add +3.8%
AWK American Water Works Co. Inc. 0.14% 155,622 $21.2M Add +3.3%
WTW Willis Towers Watson PLC 0.13% 69,828 $20.3M Add +3.0%
ATO Atmos Energy Corp. 0.13% 105,704 $19.5M Add +3.0%
ES Eversource Energy 0.12% 251,833 $17.4M Add +2.8%
APP AppLovin Corp. Class A 0.12% 43,658 $17.4M Add +11.6%
SCI Service Corp. International 0.05% 99,465 $8.2M Add +10.9%
WELL Welltower Inc. 0.05% 37,040 $7.3M Add +39.7%
NXT Nextpower Inc. 0.05% 59,117 $7.1M Add +27.0%
ABBV Abbvie Inc. 0.04% 30,909 $6.7M No change
ITT Itt Inc. 0.04% 33,048 $6.3M Add +31.8%
WWD Woodward Inc. 0.04% 14,952 $5.4M No change
NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD 0.03% 340,508 $4.9M Add +5.5%
ONTO Onto Innovation Inc. 0.03% 20,241 $4.2M Reduce -18.2%
ACGL Arch Capital Group Ltd. 0.03% 43,035 $4.1M No change
APH Amphenol Corp. Class A 0.03% 30,362 $3.8M Add +372.0%
LRCX Lam Research Corp. 0.03% 17,916 $3.8M No change
SPGI S&P Global Inc. 0.02% 8,787 $3.7M No change
APTV Aptiv PLC 0.02% 48,875 $3.4M No change
HD Home Depot Inc. 0.02% 10,243 $3.4M Reduce -17.7%
AMD Advanced Micro Devices 0.02% 16,419 $3.3M Reduce -19.9%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.02% 27,274 $3.2M Reduce -34.4%
LEVI Levi Strauss & Co. Class A 0.02% 172,045 $3.2M New
MCK McKesson Corp. 0.01% 2,523 $2.2M No change
YUMC Yum China Holdings Inc. 0.01% 44,506 $2.2M Add +16.8%
VEEV Veeva Systems Inc. Class A 0.01% 11,323 $2.0M New
MRK Merck & Co. Inc. 0.01% 15,947 $1.9M No change
EIX Edison International 0.01% 24,208 $1.8M No change
PRU Prudential Financial Inc. 0.01% 14,827 $1.4M No change
NXPI NXP Semiconductors NV 0.01% 6,897 $1.4M New
AMT American Tower Corp. 0.01% 6,880 $1.2M No change
IDXX Idexx Laboratories Inc. 0.01% 2,092 $1.2M No change
BAP Credicorp Ltd. 0.01% 3,400 $1.2M No change
CHRW C.H. Robinson Worldwide Inc. 0.01% 6,772 $1.1M New
ZTS Zoetis Inc. 0.01% 7,481 $884K No change
FSLR First Solar Inc. 0.01% 3,949 $779K Reduce -98.8%
CLS Celestica Inc. 0.01% 2,754 $776K New
A Agilent Technologies Inc. 0.00% 6,424 $732K No change

Portfolio Sells Q4 2025 → Q1 2026
PH Parker Hannifin Corp. Reduce -30.3% 2.15% −0.68
COP Conocophillips Sold out 0.00% −0.64
FIX Comfort Systems USA Inc. Reduce -59.7% 1.00% −0.57
FSLR First Solar Inc. Reduce -98.8% 0.01% −0.52
WDAY Workday Inc. Class A Sold out 0.00% −0.45
CNM Core & Main Inc. Class A Sold out 0.00% −0.43
INTC Intel Corp. Sold out 0.00% −0.36
DECK Deckers Outdoor Corp. Sold out 0.00% −0.31
AMGN Amgen Inc. Sold out 0.00% −0.31
CL Colgate-Palmolive Co. Reduce -45.8% 0.48% −0.29
DDOG Datadog Inc. Class A Sold out 0.00% −0.23
ISRG Intuitive Surgical Inc. Reduce -19.4% 0.52% −0.22
RCL Royal Caribbean Cruises Ltd. Reduce -32.1% 0.56% −0.22
BSX Boston Scientific Corp. Reduce -0.1% 0.40% −0.17
NKE Nike Inc. Class B Sold out 0.00% −0.13
SYK Stryker Corp. Reduce -30.4% 0.28% −0.12
DHR Danaher Corp. Reduce -2.7% 0.44% −0.07
BIIB Biogen Inc. Sold out 0.00% −0.04
TEAM Atlassian Corp. Class A Sold out 0.00% −0.03
PSNY Polestar Automotive Class A ADS Sold out 0.00% −0.02
ULTA Ulta Beauty Inc. Reduce -1.5% 0.21% −0.02
MRSH Marsh & McLennan Cos Reduce -6.0% 0.30% −0.02
VRNS Varonis Systems Inc. Sold out 0.00% −0.01
BNY Bank of New York Mellon Corp. Reduce -34.4% 0.02% −0.01
CI The Cigna Group Reduce -5.6% 0.29% −0.01
AMD Advanced Micro Devices Reduce -19.9% 0.02% −0.01
GEHC GE Healthcare Technology Sold out 0.00% −0.01
NEM Newmont Corp. Reduce -14.6% 0.47% −0.00
WTRG Essential Utilities Inc. Sold out 0.00% −0.00
HD Home Depot Inc. Reduce -17.7% 0.02% −0.00
MS Morgan Stanley Reduce -0.2% 0.38% −0.00
TRV The Travelers Cos Inc. Reduce -8.3% 0.23% −0.00
ONTO Onto Innovation Inc. Reduce -18.2% 0.03% +0.00
NEE Nextera Energy Inc. Reduce -16.7% 0.62% +0.02
TT Trane Technologies PLC Reduce -0.4% 0.48% +0.06
GEV GE Vernova Inc. Reduce -4.1% 0.54% +0.15
WDC Western Digital Corp. Reduce -22.3% 2.46% +0.58

Portfolio Buys Q4 2025 → Q1 2026
ADBE Adobe Inc. New 1.11% +1.11
ETN Eaton Corp. PLC New 0.85% +0.85
TSM Taiwan Semiconductor-SP ADR Add +6.4% 3.66% +0.77
LIN Linde PLC Add +1.4% 2.99% +0.62
VRTX Vertex Pharmaceuticals Inc. Add +114.4% 0.93% +0.52
YUM Yum! Brands Inc. Add +231.6% 0.57% +0.41
URI United Rentals Inc. New 0.40% +0.40
PLD Prologis Inc. Add +2.3% 3.34% +0.39
NVDA Nvidia Corp. Add +2.5% 9.47% +0.24
KO The Coca-Cola Co. Add +1.6% 1.47% +0.23
VZ Verizon Communications Inc. Add +3.0% 0.85% +0.22
SLB SLB Ltd. Add +41.6% 0.44% +0.22
COST Costco Wholesale Corp. Add +10.4% 0.69% +0.18
KLAC KLA Corp. Add +3.0% 0.63% +0.16
ICE Intercontinental Exchange Inc. Add +2.8% 2.29% +0.15
MELI MercadoLibre Inc. Add +17.3% 1.81% +0.13
GILD Gilead Sciences Inc. Add +3.3% 0.50% +0.10
BKR Baker Hughes Co. Add +4.9% 0.30% +0.10
NFLX Netflix Inc. Add +2.8% 0.81% +0.09
AAPL Apple Inc. Add +1.8% 5.48% +0.09
VLO Valero Energy Corp. Add +5.2% 0.18% +0.08
ETR Entergy Corp. Add +2.7% 0.30% +0.08
MCD McDonald's Corp. Add +3.0% 0.66% +0.07
SRE Sempra Add +4.6% 0.35% +0.07
GOOGL Alphabet Inc. Class A Add +5.2% 1.60% +0.05
BRK.B Berkshire Hathaway Inc. Class B Add +2.0% 1.31% +0.05
GS Goldman Sachs Group Inc. Add +3.2% 0.79% +0.05
EXC Exelon Corp. Add +2.7% 0.24% +0.05
ED Consolidated Edison Inc. Add +2.9% 0.22% +0.04
C Citigroup Inc. Add +1.4% 0.83% +0.04
HCA HCA Healthcare Inc. Add +2.9% 0.41% +0.04
AZO AutoZone Inc. Add +2.8% 0.45% +0.04
CAH Cardinal Health Inc. Add +2.8% 0.24% +0.03
SFM Sprouts Farmers Market Inc. Add +2.8% 0.44% +0.03
PEG Public Service Enterprise GP Add +3.2% 0.25% +0.03
ALL Allstate Corp. Add +3.2% 0.28% +0.03
AFL Aflac Inc. Add +3.0% 0.27% +0.02
ATO Atmos Energy Corp. Add +3.0% 0.13% +0.02
HPE Hewlett Packard Enterprise Add +2.7% 0.28% +0.02
NXT Nextpower Inc. Add +27.0% 0.05% +0.02
LEVI Levi Strauss & Co. Class A New 0.02% +0.02
APH Amphenol Corp. Class A Add +372.0% 0.03% +0.02
AWK American Water Works Co. Inc. Add +3.3% 0.14% +0.02
WELL Welltower Inc. Add +39.7% 0.05% +0.02
ITT Itt Inc. Add +31.8% 0.04% +0.01
HIG Hartford Insurance Group Inc. Add +3.0% 0.18% +0.01
ES Eversource Energy Add +2.8% 0.12% +0.01
VEEV Veeva Systems Inc. Class A New 0.01% +0.01
SCI Service Corp. International Add +10.9% 0.05% +0.01
NXPI NXP Semiconductors NV New 0.01% +0.01

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