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Portfolio (Quarterly) Guide ↗

AMF Tjanstepension AB

· CIK 0001553562
13F Portfolio $16.9B AUM 121 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 13 Added 19 Reduced 4 Exited
Page 4 of 7  ·  121 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HCA HCA HEALTHCARE INC Healthcare 129,154.0 $50.4M 0.30% $389.89 +10.1%
62 ALL ALLSTATE CORP Financial Services 203,131.0 $48.3M 0.29% $237.94 +9.4%
63 ENTERGY CORP NEW 402,074.0 $46.2M 0.27% $114.86
64 CI THE CIGNA GROUP Healthcare 166,085.0 $45.8M 0.27% $275.68 +1.7%
65 AFL AFLAC INC Financial Services 371,149.0 $43.5M 0.26% $117.25 +0.8%
66 MRSH MARSH & MCLENNAN COS INC Financial Services 257,521.0 $42.9M 0.25% $166.67 +16.8%
67 SYK STRYKER CORPORATION Healthcare 130,128.0 $41.0M 0.24% $314.84 +4.1%
68 AON AON PLC Financial Services 122,843.0 $40.7M 0.24% $331.69 +8.3%
69 CAH CARDINAL HEALTH INC Healthcare 170,668.0 $40.5M 0.24% $237.56 -2.2%
70 BKR BAKER HUGHES COMPANY Energy 729,153.0 $40.4M 0.24% $55.47 +11.7%
71 SHOP SHOPIFY INC Technology 350,833.0 $40.1M 0.24% $114.18 +31.2%
72 BSX BOSTON SCIENTIFIC CORP Healthcare 928,424.0 $39.6M 0.23% -24K -2.5% $42.68 +14.8%
73 TRV TRAVELERS COMPANIES INC Financial Services 118,841.0 $39.2M 0.23% $330.12 +12.2%
74 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 470,925.0 $38.2M 0.23% $81.16 -9.4%
75 EXC EXELON CORP Utilities 742,992.0 $34.6M 0.20% $46.62 -4.9%
76 CENCORA INC 115,849.0 $32.8M 0.19% $282.98
77 ED CONSOLIDATED EDISON INC Utilities 294,856.0 $32.6M 0.19% $110.63 -2.6%
78 SAP SAP SE Technology 195,895.0 $30.2M 0.18% $154.11 +41.9%
79 HIG HARTFORD INSURANCE GROUP INC Financial Services 201,947.0 $26.8M 0.16% $132.52 +4.9%
80 ULTA ULTA BEAUTY INC Consumer Cyclical 59,247.0 $26.7M 0.16% $450.98 +19.5%
Page 4 of 7  ·  121 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 40.2%
Financial Services 15.4%
Consumer Cyclical 10.1%
Healthcare 8.4%
Industrials 6.9%
Communication Services 6.5%
Basic Materials 3.3%
Consumer Defensive 3.1%
Real Estate 2.7%
Utilities 2.6%