Lansforsakringar Fondforvaltning AB (publ)
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed April 23, 2026), Lansforsakringar Fondforvaltning AB (publ) reported 554 stock positions worth $19.1 billion. Its top holding was Nvidia (NVDA) at 8.2% of the portfolio, followed by Apple (AAPL, 6.4%) and Microsoft (MSFT, 5.2%). Compared with Q4 2025, it opened 27 new positions, sold out of 32, added to 242 and reduced 248. The biggest buy was a new position in Astrazeneca (AZN) and the biggest sale Tesla (TSLA, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- Stockholm, V7
- CIK
- 0002059323
- Portfolio Value
- $19.1B (Q1 2026)
- SEC Filing
- 0002059323-26-000005 ↗ filed Apr 23, 2026
Holdings Value
Holdings 554 stocks · $19.1B
| NVDA Nvidia Corp. | 8.16% | 8,949,785 | $1.6B | Reduce -1.0% |
| AAPL Apple Inc. | 6.40% | 4,821,645 | $1.2B | Reduce -1.1% |
| MSFT Microsoft Corp. | 5.22% | 2,697,368 | $998.5M | Add +0.6% |
| AMZN Amazon.com Inc. | 4.03% | 3,699,942 | $770.6M | Reduce -0.8% |
| GOOGL Alphabet Inc. Class A | 3.89% | 2,586,988 | $743.9M | Reduce -1.2% |
| AVGO Broadcom Inc. | 2.82% | 1,741,305 | $538.9M | Add +0.2% |
| AZN Astrazeneca PLC | 2.48% | 2,438,551 | $473.8M | New |
| GOOG Alphabet Inc. Class C | 2.31% | 1,541,215 | $442.1M | Reduce -3.0% |
| META Meta Platforms Inc. Class A | 2.05% | 686,141 | $392.6M | Reduce -0.3% |
| TSLA Tesla Inc. | 1.73% | 891,005 | $331.2M | Reduce -0.4% |
| LLY Eli Lilly & Co. | 1.52% | 315,757 | $290.4M | Add +0.6% |
| JPM JPMorgan Chase & Co. | 1.43% | 927,362 | $272.8M | Reduce -0.6% |
| V Visa Inc. Class A | 1.19% | 752,030 | $227.3M | Add +2.3% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.05% | 4,119,363 | $200.8M | Reduce -4.1% |
| JNJ Johnson & Johnson | 1.01% | 791,412 | $193.5M | Reduce -3.8% |
| NFLX Netflix Inc. | 0.93% | 1,843,033 | $177.2M | Add +2.4% |
| WMT Walmart Inc. | 0.90% | 1,383,150 | $171.9M | Reduce -0.5% |
| MA Mastercard Inc. Class A | 0.71% | 272,654 | $136.2M | Reduce -0.3% |
| ABBV Abbvie Inc. | 0.64% | 566,186 | $123.1M | Reduce -6.6% |
| VZ Verizon Communications Inc. | 0.64% | 2,450,129 | $123.0M | Add +3.1% |
| C Citigroup Inc. | 0.61% | 1,031,974 | $117.0M | Reduce -13.9% |
| AMD Advanced Micro Devices | 0.57% | 539,907 | $109.8M | Reduce -3.2% |
| PG The Procter & Gamble Co. | 0.57% | 753,017 | $108.8M | Reduce -4.0% |
| PLTR Palantir Technologies Inc. Class A | 0.56% | 733,887 | $107.4M | Add +1.7% |
| HD Home Depot Inc. | 0.55% | 318,717 | $104.8M | Reduce -5.6% |
| CAT Caterpillar Inc. | 0.55% | 147,920 | $104.8M | Reduce -0.5% |
| CSCO Cisco Systems Inc. | 0.53% | 1,302,726 | $101.1M | Reduce -3.3% |
| AXP American Express Co. | 0.52% | 331,156 | $100.2M | Reduce -8.1% |
| KO The Coca-Cola Co. | 0.52% | 1,299,124 | $98.8M | Reduce -0.4% |
| GE General Electric filed as GE AEROSPACE | 0.51% | 344,241 | $97.7M | Add +2.9% |
| MRK Merck & Co. Inc. | 0.51% | 804,827 | $96.8M | Reduce -7.3% |
| GILD Gilead Sciences Inc. | 0.50% | 689,133 | $96.0M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.49% | 981,821 | $94.6M | Add +2.8% |
| AMAT Applied Materials Inc. | 0.47% | 264,856 | $90.5M | Add +2.7% |
| LRCX Lam Research Corp. | 0.47% | 423,496 | $90.5M | Add +3.6% |
| PFE Pfizer Inc. | 0.46% | 3,158,825 | $88.7M | Add +3.4% |
| LIN Linde PLC | 0.44% | 171,299 | $84.9M | Add +14.9% |
| GS Goldman Sachs Group Inc. | 0.43% | 97,996 | $82.9M | Reduce -13.8% |
| WFC Wells Fargo & Co. | 0.43% | 1,028,759 | $81.9M | Reduce -0.1% |
| PANW Palo Alto Networks Inc. | 0.43% | 507,550 | $81.4M | Add +22.8% |
| ORCL Oracle Corp. | 0.42% | 545,129 | $80.2M | Reduce -5.4% |
| PEP Pepsico Inc. | 0.42% | 514,552 | $79.9M | Add +16.6% |
| UNH Unitedhealth Group Inc. | 0.41% | 289,107 | $78.2M | Reduce -5.8% |
| MCD McDonald's Corp. | 0.39% | 238,555 | $74.1M | Add +5.3% |
| ISRG Intuitive Surgical Inc. | 0.38% | 158,677 | $73.1M | Reduce -0.3% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.38% | 299,251 | $72.5M | Reduce -0.1% |
| AMT American Tower Corp. | 0.37% | 407,551 | $70.3M | Reduce -0.2% |
| MS Morgan Stanley | 0.37% | 426,187 | $70.1M | Reduce -5.9% |
| CB Chubb Ltd. | 0.36% | 209,011 | $68.1M | Add +3.1% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 138,295 | $68.0M | Add +14.4% |
| INTC Intel Corp. | 0.35% | 1,520,799 | $67.1M | Add +4.4% |
| T AT&T Inc. | 0.35% | 2,313,238 | $67.1M | Add +0.2% |
| COST Costco Wholesale Corp. | 0.35% | 67,097 | $66.9M | Reduce -4.8% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.35% | 169,250 | $66.1M | Add +22.0% |
| ANET Arista Networks Inc. | 0.34% | 523,941 | $64.3M | Add +7.7% |
| FDX FedEx Corp. | 0.33% | 179,109 | $63.8M | Reduce -0.4% |
| KLAC KLA Corp. | 0.32% | 42,173 | $62.1M | Reduce -0.7% |
| NEE Nextera Energy Inc. | 0.32% | 667,937 | $62.0M | Add +3.2% |
| AMGN Amgen Inc. | 0.32% | 172,718 | $60.8M | Reduce -12.3% |
| STX Seagate Technology Holdings | 0.30% | 148,559 | $58.2M | Reduce -22.7% |
| CRM Salesforce Inc. | 0.30% | 308,953 | $57.7M | Reduce -2.3% |
| ABT Abbott Laboratories | 0.30% | 560,192 | $57.5M | Reduce -0.2% |
| COF Capital One Financial Corp. | 0.30% | 314,735 | $57.4M | Reduce -6.1% |
| TRV The Travelers Cos Inc. | 0.30% | 196,518 | $57.3M | Add +0.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.30% | 353,612 | $56.5M | Reduce -14.0% |
| BSX Boston Scientific Corp. | 0.29% | 893,749 | $56.1M | Add +13.0% |
| ITW Illinois Tool Works | 0.29% | 209,736 | $54.6M | Add +0.7% |
| UBS UBS Group AG-Reg | 0.28% | 1,410,094 | $53.9M | Add +3.2% |
| TT Trane Technologies PLC | 0.28% | 129,368 | $53.9M | Add +1.4% |
| ETN Eaton Corp. PLC | 0.28% | 150,193 | $53.7M | Add +8.3% |
| RY Royal Bank of Canada | 0.28% | 328,455 | $52.9M | Add +1.1% |
| SCHW Schwab (charles) Corp. | 0.27% | 552,770 | $51.9M | Reduce -9.5% |
| RCL Royal Caribbean Cruises Ltd. | 0.27% | 187,618 | $51.6M | Add +9.7% |
| ADI Analog Devices Inc. | 0.26% | 158,885 | $50.5M | Add +0.8% |
| CRH CRH PLC | 0.26% | 475,815 | $50.0M | Reduce -2.2% |
| MELI MercadoLibre Inc. | 0.26% | 28,461 | $49.2M | Add +18.5% |
| SPGI S&P Global Inc. | 0.26% | 114,992 | $48.9M | Add +13.5% |
| UGI Ugi Corp. | 0.25% | 1,309,086 | $47.7M | Reduce -6.7% |
| ZTS Zoetis Inc. | 0.24% | 393,516 | $46.5M | Add +19.8% |
| DE Deere & Co. | 0.24% | 82,424 | $46.4M | Add +0.3% |
| UNP Union Pacific Corp. | 0.24% | 188,063 | $45.6M | Reduce -0.7% |
| UBER Uber Technologies Inc. | 0.24% | 627,524 | $45.1M | Add +0.1% |
| BLK BlackRock Inc. | 0.23% | 46,677 | $44.9M | Reduce -16.5% |
| QCOM Qualcomm Inc. | 0.23% | 346,891 | $44.7M | Reduce -24.1% |
| INTU Intuit Inc. | 0.23% | 100,673 | $43.5M | Add +13.0% |
| BKNG Booking Holdings Inc. | 0.22% | 10,184 | $42.9M | Reduce -13.5% |
| LOW Lowe's Cos Inc. | 0.22% | 180,121 | $42.6M | Reduce -0.0% |
| WELL Welltower Inc. | 0.22% | 214,661 | $42.4M | Reduce -1.5% |
| TSM Taiwan Semiconductor-SP ADR | 0.22% | 122,223 | $41.3M | No change |
| BMY Bristol-Myers Squibb Co. | 0.21% | 659,076 | $40.0M | Reduce -13.7% |
| PLD Prologis Inc. | 0.21% | 299,893 | $39.6M | Add +0.3% |
| ACN Accenture PLC Class A | 0.21% | 199,083 | $39.5M | Reduce -0.5% |
| TMUS T-Mobile US Inc. | 0.21% | 187,373 | $39.4M | Add +14.6% |
| WM Waste Management Inc. | 0.20% | 170,523 | $39.2M | Add +29.1% |
| DHR Danaher Corp. | 0.20% | 206,203 | $39.1M | Reduce -0.3% |
| CMCSA Comcast Corp. Class A | 0.20% | 1,351,163 | $38.8M | Add +11.1% |
| MTB M & T Bank Corp. filed as M & T BK CORP | 0.20% | 185,276 | $38.3M | Reduce -10.6% |
| PGR Progressive Corp. | 0.20% | 190,885 | $37.8M | Reduce -0.8% |
| NEM Newmont Corp. | 0.20% | 346,618 | $37.5M | Reduce -0.8% |
| VRTX Vertex Pharmaceuticals Inc. | 0.20% | 83,846 | $37.4M | Reduce -8.7% |
Portfolio Sells Q4 2025 → Q1 2026
| TSLA Tesla Inc. | Reduce -0.4% | 1.73% | −0.26 |
| AMZN Amazon.com Inc. | Reduce -0.8% | 4.03% | −0.23 |
| META Meta Platforms Inc. Class A | Reduce -0.3% | 2.05% | −0.19 |
| NVDA Nvidia Corp. | Reduce -1.0% | 8.16% | −0.17 |
| GOOGL Alphabet Inc. Class A | Reduce -1.2% | 3.89% | −0.16 |
| AAPL Apple Inc. | Reduce -1.1% | 6.40% | −0.16 |
| GOOG Alphabet Inc. Class C | Reduce -3.0% | 2.31% | −0.15 |
| QCOM Qualcomm Inc. | Reduce -24.1% | 0.23% | −0.15 |
| APP AppLovin Corp. Class A | Reduce -16.4% | 0.16% | −0.14 |
| ORCL Oracle Corp. | Reduce -5.4% | 0.42% | −0.14 |
| AXP American Express Co. | Reduce -8.1% | 0.52% | −0.14 |
| BAC Bank of America Corp. | Reduce -4.1% | 1.05% | −0.12 |
| CRM Salesforce Inc. | Reduce -2.3% | 0.30% | −0.11 |
| COF Capital One Financial Corp. | Reduce -6.1% | 0.30% | −0.10 |
| NOW ServiceNow Inc. | Reduce -8.6% | 0.18% | −0.09 |
| UNH Unitedhealth Group Inc. | Reduce -5.8% | 0.41% | −0.09 |
| BKNG Booking Holdings Inc. | Reduce -13.5% | 0.22% | −0.09 |
| C Citigroup Inc. | Reduce -13.9% | 0.61% | −0.08 |
| ISRG Intuitive Surgical Inc. | Reduce -0.3% | 0.38% | −0.06 |
| ADBE Adobe Inc. | Reduce -0.7% | 0.17% | −0.06 |
| BLK BlackRock Inc. | Reduce -16.5% | 0.23% | −0.06 |
| GS Goldman Sachs Group Inc. | Reduce -13.8% | 0.43% | −0.06 |
| JPM JPMorgan Chase & Co. | Reduce -0.6% | 1.43% | −0.06 |
| MA Mastercard Inc. Class A | Reduce -0.3% | 0.71% | −0.06 |
| IBM Intl Business Machines Corp. | Reduce -0.1% | 0.38% | −0.06 |
| ACN Accenture PLC Class A | Reduce -0.5% | 0.21% | −0.06 |
| HOOD Robinhood Markets Inc. Class A | Reduce -0.3% | 0.09% | −0.05 |
| ABT Abbott Laboratories | Reduce -0.2% | 0.30% | −0.05 |
| WFC Wells Fargo & Co. | Reduce -0.1% | 0.43% | −0.05 |
| ORLY O'reilly Automotive Inc. | Reduce -25.5% | 0.18% | −0.05 |
| ROK Rockwell Automation Inc. | Reduce -38.7% | 0.07% | −0.05 |
| FTI Technipfmc PLC | Sold out | 0.00% | −0.04 |
| DASH DoorDash Inc. Class A | Reduce -3.1% | 0.09% | −0.04 |
| XYL Xylem Inc. | Reduce -41.9% | 0.05% | −0.04 |
| ABBV Abbvie Inc. | Reduce -6.6% | 0.64% | −0.04 |
| RL Ralph Lauren Corp. | Sold out | 0.00% | −0.04 |
| CRH CRH PLC | Reduce -2.2% | 0.26% | −0.04 |
| ATI Ati Inc. | Sold out | 0.00% | −0.04 |
| FSLR First Solar Inc. | Reduce -36.0% | 0.04% | −0.04 |
| AYI Acuity Inc. | Sold out | 0.00% | −0.03 |
| USB US Bancorp | Reduce -21.9% | 0.14% | −0.03 |
| AMCR Amcor PLC | Sold out | 0.00% | −0.03 |
| MS Morgan Stanley | Reduce -5.9% | 0.37% | −0.03 |
| FLS Flowserve Corp. | Sold out | 0.00% | −0.03 |
| KKR KKR & Co. Inc. | Reduce -1.1% | 0.10% | −0.03 |
| HBAN Huntington Bancshares Inc. | Reduce -95.0% | 0.00% | −0.03 |
| SCHW Schwab (charles) Corp. | Reduce -9.5% | 0.27% | −0.03 |
| SNOW Snowflake Inc. | Reduce -0.2% | 0.08% | −0.03 |
| DHR Danaher Corp. | Reduce -0.3% | 0.20% | −0.03 |
| ADP Automatic Data Processing | Reduce -0.6% | 0.14% | −0.03 |
Portfolio Buys Q4 2025 → Q1 2026
| AZN Astrazeneca PLC | New | 2.48% | +2.48 |
| VZ Verizon Communications Inc. | Add +3.1% | 0.64% | +0.16 |
| AMAT Applied Materials Inc. | Add +2.7% | 0.47% | +0.15 |
| LIN Linde PLC | Add +14.9% | 0.44% | +0.13 |
| LRCX Lam Research Corp. | Add +3.6% | 0.47% | +0.13 |
| PEP Pepsico Inc. | Add +16.6% | 0.42% | +0.10 |
| NFLX Netflix Inc. | Add +2.4% | 0.93% | +0.09 |
| PFE Pfizer Inc. | Add +3.4% | 0.46% | +0.09 |
| INTC Intel Corp. | Add +4.4% | 0.35% | +0.09 |
| GLW Corning Inc. | Add +2.4% | 0.19% | +0.08 |
| NEE Nextera Energy Inc. | Add +3.2% | 0.32% | +0.07 |
| T AT&T Inc. | Add +0.2% | 0.35% | +0.07 |
| ETN Eaton Corp. PLC | Add +8.3% | 0.28% | +0.06 |
| WM Waste Management Inc. | Add +29.1% | 0.20% | +0.06 |
| INSM Insmed Inc. | New | 0.06% | +0.06 |
| SUNB Sunbelt Rentals Holdings Inc. | New | 0.06% | +0.06 |
| FIX Comfort Systems USA Inc. | New | 0.06% | +0.06 |
| DE Deere & Co. | Add +0.3% | 0.24% | +0.05 |
| ADI Analog Devices Inc. | Add +0.8% | 0.26% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +22.8% | 0.43% | +0.05 |
| BKR Baker Hughes Co. | Add +17.0% | 0.12% | +0.05 |
| MCD McDonald's Corp. | Add +5.3% | 0.39% | +0.05 |
| CB Chubb Ltd. | Add +3.1% | 0.36% | +0.04 |
| ICE Intercontinental Exchange Inc. | Add +25.6% | 0.19% | +0.04 |
| TMUS T-Mobile US Inc. | Add +14.6% | 0.21% | +0.04 |
| PWR Quanta Services Inc. | Add +3.0% | 0.14% | +0.04 |
| ZTS Zoetis Inc. | Add +19.8% | 0.24% | +0.04 |
| DECK Deckers Outdoor Corp. | Add +147.5% | 0.06% | +0.04 |
| GL Globe Life Inc. | New | 0.04% | +0.04 |
| TT Trane Technologies PLC | Add +1.4% | 0.28% | +0.04 |
| TPL Texas Pacific Land Corp. | Add +38.3% | 0.06% | +0.04 |
| RCL Royal Caribbean Cruises Ltd. | Add +9.7% | 0.27% | +0.03 |
| WDC Western Digital Corp. | Add +38.0% | 0.06% | +0.03 |
| ITW Illinois Tool Works | Add +0.7% | 0.29% | +0.03 |
| ED Consolidated Edison Inc. | Add +25.5% | 0.09% | +0.03 |
| O Realty Income Corp. | Add +19.6% | 0.11% | +0.03 |
| DELL Dell Technologies -C | Add +6.2% | 0.10% | +0.03 |
| KMI Kinder Morgan Inc. | Add +3.8% | 0.11% | +0.03 |
| APH Amphenol Corp. Class A | New | 0.03% | +0.03 |
| AEM Agnico Eagle Mines Ltd. | Add +0.8% | 0.12% | +0.03 |
| TGT Target Corp. | Add +3.5% | 0.10% | +0.03 |
| EXC Exelon Corp. | Add +14.8% | 0.10% | +0.03 |
| HAL Halliburton Co. | Add +14.6% | 0.06% | +0.03 |
| MCK McKesson Corp. | Add +3.1% | 0.19% | +0.02 |
| ENB Enbridge Inc. | Add +0.9% | 0.14% | +0.02 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +22.0% | 0.35% | +0.02 |
| EIX Edison International | Add +28.5% | 0.06% | +0.02 |
| CMCSA Comcast Corp. Class A | Add +11.1% | 0.20% | +0.02 |
| CAH Cardinal Health Inc. | Add +17.8% | 0.10% | +0.02 |
| FFIV F5 Inc. | Add +1.2% | 0.12% | +0.02 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 591 | $22.3B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q1 2026 | 554 | $19.1B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q4 2025 | 559 | $20.2B | NVDA, AAPL, MSFT, AMZN, GOOGL |
| Q3 2025 | 550 | $19.3B | NVDA, MSFT, AAPL, AMZN, GOOGL |
| Q2 2025 | 560 | $17.4B | NVDA, MSFT, AAPL, AMZN, META |
| Q1 2025 | 577 | $16.3B | AAPL, MSFT, NVDA, AMZN, META |
| Q4 2024Amended | 571 | $26.4B | NVDA, AAPL, MSFT, AMZN, META |