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Portfolio (Quarterly) Guide ↗

Danica Pension, Livsforsikringsaktieselskab

· CIK 0002096095
13F Portfolio $6.3B AUM 187 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 22 New 109 Added 47 Reduced 1 Exited
Page 2 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 81,245.0 $33.8M 0.54% +4K +5.5% $415.63 -3.3%
22 V VISA INC Financial Services 97,426.0 $33.4M 0.53% +6K +6.2% $343.09 +11.6%
23 EL LAUDER ESTEE COS INC Consumer Defensive 386,895.0 $30.5M 0.49% +62K +18.9% $78.95 +32.6%
24 RY ROYAL BK CDA Financial Services 103,028.0 $30.3M 0.48% +6K +6.1% $293.68 -29.1%
25 SNOW SNOWFLAKE INC Technology 115,685.0 $29.4M 0.47% +13K +12.9% $254.50 +23.7%
26 TD TORONTO DOMINION BK ONT Financial Services 156,280.0 $26.9M 0.43% +9K +6.1% $172.44 -30.7%
27 ANET ARISTA NETWORKS INC Technology 154,997.0 $26.3M 0.42% +108K +229.0% $169.88 +17.2%
28 GE GE AEROSPACE Industrials 69,564.0 $26.0M 0.41% +4K +6.4% $373.73 -5.5%
29 TRMB TRIMBLE INC Technology 502,817.0 $25.7M 0.41% +132K +35.6% $51.18 +15.2%
30 MRK MERCK & CO INC Healthcare 198,763.0 $25.5M 0.41% +9K +4.5% $128.50 +19.8%
31 GLW CORNING INC Technology 98,598.0 $25.2M 0.40% +5K +5.4% $255.43 -41.3%
32 LRCX LAM RESEARCH CORP Technology 58,037.0 $25.1M 0.40% +3K +6.3% $433.33 -27.7%
33 ABBV ABBVIE INC Healthcare 93,612.0 $23.6M 0.38% +7K +7.8% $251.64 +3.9%
34 CSCO CISCO SYS INC Technology 195,996.0 $23.0M 0.37% +11K +6.0% $117.46 -4.8%
35 TXN TEXAS INSTRS INC Technology 75,946.0 $22.6M 0.36% +4K +6.0% $298.07 -11.9%
36 GS GOLDMAN SACHS GROUP INC Financial Services 21,556.0 $21.8M 0.35% +1K +5.7% $1011.37 +2.8%
37 SSNC SS&C TECH HLDGS Technology 341,786.0 $21.2M 0.34% +142K +70.9% $62.05 +33.3%
38 OWL BLUE OWL CAPITAL INC Financial Services 2,362,278.0 $20.7M 0.33% +956K +68.0% $8.75 +35.7%
39 QCOM QUALCOMM INC Technology 105,483.0 $19.5M 0.31% +6K +6.4% $184.79 -12.6%
40 BNS BANK NOVA SCOTIA B C Financial Services 157,790.0 $19.5M 0.31% +9K +6.1% $123.27 -23.5%
Page 2 of 6  ·  109 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 44.2%
Financial Services 12.0%
Healthcare 10.5%
Consumer Cyclical 9.9%
Industrials 7.1%
Communication Services 5.7%
Consumer Defensive 5.0%
Utilities 3.1%
Real Estate 1.1%
Basic Materials 0.8%