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Portfolio (Quarterly) Guide ↗

PFA Pension, Forsikringsaktieselskab

· CIK 0001730073
13F Portfolio $39.4B AUM 419 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 65 New 161 Added 159 Reduced 27 Exited
Page 2 of 9  ·  161 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 486,515.0 $202.2M 0.51% +14K +2.9% $415.63 -6.1%
22 GS GOLDMAN SACHS GROUP INC Financial Services 194,037.0 $196.2M 0.50% +4K +2.1% $1011.37 +2.8%
23 NFLX NETFLIX INC. Communication Services 2,584,761.0 $184.6M 0.47% +206K +8.7% $71.40 +11.5%
24 IBM INTERNATIONAL BUSINESS MACHS Technology 649,499.0 $182.6M 0.46% +64K +11.0% $281.21 -16.2%
25 MRVL MARVELL TECHNOLOGY INC Technology 592,359.0 $176.5M 0.45% +61K +11.6% $297.89 -20.4%
26 TXN TEXAS INSTRS INC Technology 584,338.0 $174.2M 0.44% +105K +21.9% $298.07 -11.3%
27 PLTR PALANTIR TECHNOLOGIES INC Technology 1,301,018.0 $151.8M 0.39% +73K +6.0% $116.67 +54.2%
28 AXP AMERICAN EXPRESS CO Financial Services 447,278.0 $151.3M 0.38% +14K +3.1% $338.25 -0.7%
29 MS MORGAN STANLEY Financial Services 704,213.0 $147.2M 0.37% +58K +8.9% $209.04 +2.5%
30 ED CONSOLIDATED EDISON INC Utilities 1,325,484.0 $146.6M 0.37% +89K +7.2% $110.63 -3.9%
31 VZ VERIZON COMMUNICATIONS INC Communication Services 3,460,311.0 $146.5M 0.37% +425K +14.0% $42.34 +16.8%
32 ORCL ORACLE CORP Technology 998,810.0 $146.4M 0.37% +17K +1.7% $146.55 -0.1%
33 APH AMPHENOL CORP Technology 827,452.0 $145.9M 0.37% +36K +4.6% $176.32 -11.0%
34 CB CHUBB LIMITED Financial Services 405,315.0 $138.1M 0.35% +155K +62.1% $340.74 +0.1%
35 T AT&T INC Communication Services 6,658,986.0 $137.8M 0.35% +1.4M +25.8% $20.70 +22.3%
36 DIS DISNEY WALT CO Communication Services 1,386,158.0 $133.4M 0.34% +19K +1.4% $96.25 +12.0%
37 AMGN AMGEN INC Healthcare 368,066.0 $133.3M 0.34% +32K +9.5% $362.12 +21.3%
38 AME AMETEK INC Industrials 548,962.0 $132.8M 0.34% +276K +101.5% $241.94 -1.0%
39 ADI ANALOG DEVICES INC Technology 326,563.0 $129.7M 0.33% +26K +8.5% $397.17 -6.1%
40 PEP PEPSICO INC Consumer Defensive 953,082.0 $129.0M 0.33% +127K +15.4% $135.40 +6.0%
Page 2 of 9  ·  161 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 41.3%
Financial Services 13.6%
Consumer Cyclical 9.2%
Healthcare 9.1%
Industrials 8.2%
Communication Services 8.0%
Consumer Defensive 3.6%
Basic Materials 2.5%
Utilities 2.4%
Real Estate 1.5%