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Portfolio (Quarterly) Guide ↗

AMF Tjanstepension AB

· CIK 0001553562
13F Portfolio $15.1B AUM 117 positions Filed May 4, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 70 Added 20 Reduced 14 Exited
Page 3 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 SRE SEMPRA Utilities 546,238.0 $53.1M 0.35% +24K +4.6% $97.17 -6.7%
42 ENTERGY CORP NEW 402,074.0 $45.2M 0.30% +11K +2.7% $112.36
43 BKR BAKER HUGHES COMPANY Energy 729,153.0 $44.5M 0.29% +34K +4.9% $61.05 -4.3%
44 ALL ALLSTATE CORP Financial Services 203,131.0 $42.1M 0.28% +6K +3.2% $207.34 +6.7%
45 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,765,888.0 $42.0M 0.28% +47K +2.7% $23.81 +99.1%
46 SHOP SHOPIFY INC Technology 350,833.0 $41.6M 0.28% +10K +2.9% $118.62 -8.2%
47 AFL AFLAC INC Financial Services 371,149.0 $40.7M 0.27% +11K +3.0% $109.71 +5.3%
48 AON AON PLC Financial Services 122,843.0 $39.7M 0.26% +3K +2.8% $322.78 -1.6%
49 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 470,925.0 $38.1M 0.25% +14K +3.2% $80.95 -1.3%
50 EXC EXELON CORP Utilities 742,992.0 $36.4M 0.24% +20K +2.7% $49.02 -6.5%
51 CENCORA INC 115,849.0 $36.4M 0.24% +3K +2.9% $314.14
52 CAH CARDINAL HEALTH INC Healthcare 170,668.0 $36.1M 0.24% +5K +2.8% $211.31 +5.0%
53 SAP SAP SE Technology 195,895.0 $33.5M 0.22% +6K +2.9% $171.21 -9.3%
54 ED CONSOLIDATED EDISON INC Utilities 294,856.0 $33.4M 0.22% +8K +2.9% $113.18 -6.0%
55 VLO VALERO ENERGY CORP Energy 111,753.0 $27.6M 0.18% +6K +5.2% $247.08 -4.4%
56 HIG HARTFORD INSURANCE GROUP INC Financial Services 201,947.0 $27.3M 0.18% +6K +3.0% $135.23 -5.2%
57 HUM HUMANA INC Healthcare 155,989.0 $27.0M 0.18% +4K +2.9% $173.39 +108.0%
58 ORCL ORACLE CORP Technology 155,318.0 $22.8M 0.15% +6K +3.8% $147.11 +25.3%
59 AWK AMERICAN WTR WKS CO INC NEW Utilities 155,622.0 $21.2M 0.14% +5K +3.3% $136.09 -8.1%
60 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 69,828.0 $20.3M 0.14% +2K +3.0% $290.70 -12.2%
Page 3 of 4  ·  70 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.5%
Financial Services 15.2%
Communication Services 11.7%
Consumer Cyclical 11.1%
Healthcare 7.8%
Industrials 5.9%
Real Estate 3.5%
Basic Materials 3.5%
Consumer Defensive 3.1%
Utilities 2.7%