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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 6 of 21  ·  419 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 FDX FEDEX CORP Industrials 261,721.0 $82.0M 0.21% +31K +13.6% $313.13 +3.8%
102 APP APPLOVIN CORP Technology 157,340.0 $81.1M 0.21% +6K +4.1% $515.23 -40.7%
103 SPGI S&P GLOBAL INC Financial Services 196,386.0 $80.0M 0.20% -13K -6.2% $407.26 +5.9%
104 CMCSA COMCAST CORP NEW Communication Services 3,245,087.0 $79.7M 0.20% -63K -1.9% $24.55 +9.4%
105 CFG CITIZENS FINL GROUP INC Financial Services 1,125,142.0 $78.8M 0.20% NEW $70.07 -0.3%
106 NOW SERVICENOW INC Technology 793,471.0 $78.8M 0.20% +206K +35.1% $99.28 +29.4%
107 BA BOEING CO Industrials 363,108.0 $78.6M 0.20% -46K -11.2% $216.47 -1.0%
108 KIM KIMCO REALTY CORP Real Estate 3,066,200.0 $77.7M 0.20% +2.7M +744.8% $25.35 -5.2%
109 VRT VERTIV HOLDINGS CO Industrials 231,431.0 $77.5M 0.20% +14K +6.3% $334.82 -21.8%
110 MCO MOODYS CORP Financial Services 169,399.0 $76.7M 0.20% -5K -2.9% $452.92 +11.1%
111 ENTERGY CORP NEW 664,940.0 $76.4M 0.19% NEW $114.86
112 HIG HARTFORD INSURANCE GROUP INC Financial Services 575,203.0 $76.2M 0.19% +561K +4053.4% $132.52 +2.7%
113 TMO THERMO FISHER SCIENTIFIC INC Healthcare 151,824.0 $76.1M 0.19% -69K -31.2% $501.36 +25.5%
114 RF REGIONS FINANCIAL CORP NEW Financial Services 2,519,903.0 $76.1M 0.19% NEW $30.20 +0.7%
115 HEI HEICO CORP NEW Industrials 211,139.0 $75.2M 0.19% +43K +25.7% $356.19 -0.3%
116 STT STATE STR CORP Financial Services 441,087.0 $74.8M 0.19% NEW $169.60 +10.3%
117 NTRS NORTHERN TR CORP Financial Services 423,116.0 $73.6M 0.19% -63K -12.9% $173.84 +5.8%
118 ADBE ADOBE INC Technology 354,496.0 $72.7M 0.18% +108K +44.0% $205.02 +34.3%
119 PWR QUANTA SVCS INC Industrials 99,927.0 $72.0M 0.18% -42K -29.7% $720.04 -11.2%
120 SHW SHERWIN WILLIAMS CO Basic Materials 208,539.0 $71.8M 0.18% +12K +6.2% $344.32 +0.7%
Page 6 of 21  ·  419 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%