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Portfolio (Quarterly) Guide ↗

AMF Tjanstepension AB

· CIK 0001553562
13F Portfolio $16.1B AUM Filed Feb 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 123 New
Page 4 of 7  ·  123 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 DECK DECKERS OUTDOOR CORP Consumer Cyclical 481,574.0 $49.9M 0.31% NEW $103.67 -3.7%
62 AMGN AMGEN INC Healthcare 151,156.0 $49.5M 0.31% NEW $327.31 +10.7%
63 CI THE CIGNA GROUP Healthcare 175,974.0 $48.4M 0.30% NEW $275.23 +0.5%
64 SAP SAP SE Technology 190,311.0 $46.2M 0.29% NEW $242.91 -36.3%
65 SRE SEMPRA Utilities 522,266.0 $46.1M 0.29% NEW $88.29 +5.5%
66 AON AON PLC Financial Services 119,466.0 $42.2M 0.26% NEW $352.88 -5.7%
67 HPE HEWLETT PACKARD ENTERPRISE C Technology 1,719,290.0 $41.3M 0.26% NEW $24.02 +86.9%
68 ALL ALLSTATE CORP Financial Services 196,836.0 $41.0M 0.25% NEW $208.15 +14.8%
69 AFL AFLAC INC Financial Services 360,359.0 $39.7M 0.25% NEW $110.27 +6.5%
70 HUM HUMANA INC Healthcare 151,556.0 $38.8M 0.24% NEW $256.13 +54.5%
71 CENCORA INC 112,643.0 $38.0M 0.24% NEW $337.75
72 TRV TRAVELERS COMPANIES INC Financial Services 129,602.0 $37.6M 0.23% NEW $290.06 +14.2%
73 DDOG DATADOG INC Technology 275,275.0 $37.4M 0.23% NEW $135.99 +91.0%
74 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 456,455.0 $36.7M 0.23% NEW $80.30 +1.6%
75 ULTA ULTA BEAUTY INC Consumer Cyclical 60,137.0 $36.4M 0.23% NEW $605.01 -25.7%
76 ENTERGY CORP NEW 391,557.0 $36.2M 0.22% NEW $92.43
77 SLB SLB LIMITED Energy 904,153.0 $34.7M 0.21% NEW $38.38 +21.0%
78 CAH CARDINAL HEALTH INC Healthcare 166,022.0 $34.1M 0.21% NEW $205.50 +15.5%
79 BKR BAKER HUGHES COMPANY Energy 695,059.0 $31.7M 0.20% NEW $45.54 +22.4%
80 EXC EXELON CORP Utilities 723,352.0 $31.5M 0.20% NEW $43.59 +7.0%
Page 4 of 7  ·  123 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 34.2%
Financial Services 15.3%
Communication Services 11.7%
Consumer Cyclical 11.3%
Healthcare 8.3%
Industrials 6.2%
Real Estate 3.0%
Consumer Defensive 3.0%
Basic Materials 2.9%
Utilities 2.3%