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Portfolio (Quarterly) Guide ↗

Danica Pension, Livsforsikringsaktieselskab

· CIK 0002096095
13F Portfolio $5.3B AUM 166 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 86 New 17 Added 57 Reduced 2 Exited
Page 1 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 2,483,189.0 $433.1M 8.12% -323K -11.5% $174.40 +20.8%
2 AAPL APPLE INC Technology 1,207,429.0 $306.4M 5.75% -66K -5.2% $253.79 +17.4%
3 MSFT MICROSOFT CORP Technology 765,413.0 $283.3M 5.31% -273K -26.3% $370.17 +2.5%
4 GOOG ALPHABET INC Communication Services 858,578.0 $246.3M 4.62% -313K -26.7% $286.86 +28.1%
5 AMZN AMAZON COM INC Consumer Cyclical 1,094,412.0 $227.9M 4.27% -999K -47.7% $208.27 +17.3%
6 META META PLATFORMS INC Communication Services 264,241.0 $151.2M 2.83% -31K -10.5% $572.13 +0.9%
7 AVGO BROADCOM INC Technology 482,886.0 $149.5M 2.80% +80K +20.0% $309.51 +32.9%
8 MA MASTERCARD INCORPORATED Financial Services 231,677.0 $115.8M 2.17% -143K -38.2% $499.66 -2.0%
9 BAC BANK AMERICA CORP Financial Services 2,247,040.0 $109.5M 2.05% -2.3M -50.2% $48.75 +15.3%
10 NEE NEXTERA ENERGY INC Utilities 949,166.0 $88.2M 1.65% -640K -40.3% $92.88 -6.6%
11 ABT ABBOTT LABORATORIES Healthcare 787,773.0 $80.9M 1.52% -761K -49.1% $102.67 -13.9%
12 KO COCA COLA CO Consumer Defensive 1,039,112.0 $79.0M 1.48% -1.3M -56.1% $76.05 +4.4%
13 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 230,219.0 $77.8M 1.46% -700K -75.2% $337.95 +36.7%
14 PCG PG&E CORP Utilities 4,375,313.0 $76.9M 1.44% -1.1M -20.4% $17.57 -6.2%
15 JPM JPMORGAN CHASE & CO Financial Services 260,357.0 $76.6M 1.44% +76K +41.3% $294.16 +10.6%
16 GOOGL ALPHABET INC Communication Services 235,933.0 $67.8M 1.27% +56K +30.8% $287.56 +28.0%
17 MCK MCKESSON CORP Healthcare 73,374.0 $63.5M 1.19% -119K -61.8% $865.36 -13.3%
18 BSX BOSTON SCIENTIFIC CORP Healthcare 970,286.0 $60.9M 1.14% -1.0M -51.4% $62.75 -27.8%
19 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 59,098.0 $58.9M 1.10% +39K +190.3% $996.43 -4.5%
20 ETN EATON CORP PLC Industrials 163,889.0 $58.6M 1.10% -199K -54.8% $357.67 +17.9%
Page 1 of 9  ·  163 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 37.8%
Financial Services 12.5%
Healthcare 11.6%
Communication Services 10.5%
Consumer Cyclical 9.7%
Industrials 6.5%
Consumer Defensive 6.3%
Utilities 3.6%
Real Estate 1.0%
Basic Materials 0.5%