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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 6 of 6  ·  117 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BK BANK NEW YORK MELLON CORP Financial Services 27,274.0 $3.2M 0.02% -14K -34.4% $118.63 +20.1%
102 LEVI LEVI STRAUSS & CO NEW Consumer Cyclical 172,045.0 $3.2M 0.02% NEW $18.49 +28.2%
103 MCK MCKESSON CORP Healthcare 2,523.0 $2.2M 0.01% $865.36 -13.3%
104 YUMC YUM CHINA HLDGS INC Consumer Cyclical 44,506.0 $2.2M 0.01% +6K +16.8% $48.78 -11.3%
105 VEEV VEEVA SYS INC Healthcare 11,323.0 $2.0M 0.01% NEW $175.66 -12.7%
106 MRK MERCK & CO INC Healthcare 15,947.0 $1.9M 0.01% $120.29 -5.3%
107 EIX EDISON INTL Utilities 24,208.0 $1.8M 0.01% $73.18 -1.8%
108 PRU PRUDENTIAL FINL INC Financial Services 14,827.0 $1.4M 0.01% $97.69 +9.0%
109 NXPI NXP SEMICONDUCTORS N V Technology 6,897.0 $1.4M 0.01% NEW $196.86 +59.1%
110 AMT AMERICAN TOWER CORP Real Estate 6,880.0 $1.2M 0.01% $172.58 +2.0%
111 IDXX IDEXX LABS INC Healthcare 2,092.0 $1.2M 0.01% $561.89 +0.0%
112 BAP CREDICORP LTD Financial Services 3,400.0 $1.2M 0.01% $339.18 +12.8%
113 CHRW C H ROBINSON WORLDWIDE IN Industrials 6,772.0 $1.1M 0.01% NEW $166.07 +11.4%
114 ZTS ZOETIS INC Healthcare 7,481.0 $884K 0.01% $118.21 -34.6%
115 FSLR FIRST SOLAR INC Energy 3,949.0 $779K 0.01% -319K -98.8% $197.26 +30.6%
116 CLS CELESTICA INC Technology 2,754.0 $776K 0.01% NEW $281.68 +32.3%
117 A AGILENT TECHNOLOGIES INC Healthcare 6,424.0 $732K 0.01% $113.98 +11.5%
Page 6 of 6  ·  117 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%