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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 5 of 6  ·  109 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PHM PULTE GROUP INC Consumer Cyclical 65,644.0 $9.0M 0.14% +4K +6.2% $137.21 -4.6%
82 OMC OMNICOM GROUP INC Communication Services 123,410.0 $9.0M 0.14% +7K +6.3% $72.83 +21.1%
83 UDR UDR INC Real Estate 224,506.0 $9.0M 0.14% +20K +9.8% $39.92 -4.4%
84 HBAN HUNTINGTON BANCSHARES INC Financial Services 496,738.0 $8.8M 0.14% +28K +5.9% $17.73 -4.4%
85 INGERSOLL RAND INC 105,297.0 $8.6M 0.14% +15K +16.3% $81.99
86 PEP PEPSICO INC Consumer Defensive 60,077.0 $8.1M 0.13% +7K +14.1% $135.40 +5.1%
87 WY WEYERHAEUSER CO Real Estate 339,258.0 $8.1M 0.13% +29K +9.3% $23.94 +2.0%
88 UNP UNION PAC CORP Industrials 29,792.0 $8.1M 0.13% +5K +18.8% $272.00 +13.8%
89 ARMK ARAMARK Industrials 135,174.0 $7.7M 0.12% +11K +8.8% $56.90 +3.8%
90 ACN ACCENTURE PLC IRELAND Technology 61,781.0 $7.7M 0.12% +4K +6.1% $124.44 +50.2%
91 CI THE CIGNA GROUP Healthcare 27,610.0 $7.6M 0.12% +2K +5.8% $275.68 +1.3%
92 PGR PROGRESSIVE CORP Financial Services 33,402.0 $7.3M 0.12% +2K +6.3% $218.45 +1.7%
93 TDY TELEDYNE TECHNOLOGIES INC Technology 10,785.0 $7.2M 0.12% +632.0 +6.2% $666.90 -6.0%
94 YUM YUM BRANDS INC Consumer Cyclical 43,493.0 $7.0M 0.11% +9K +26.8% $159.86 -2.2%
95 APP APPLOVIN CORP Technology 13,376.0 $6.9M 0.11% +578.0 +4.5% $515.23 -39.7%
96 MMM 3M CO Industrials 41,047.0 $6.6M 0.11% +6K +18.5% $161.91 +10.8%
97 BR BROADRIDGE FINL SOLUTIONS IN Technology 43,256.0 $5.9M 0.10% +3K +6.7% $136.95 +35.0%
98 EMR EMERSON ELEC CO Industrials 39,327.0 $5.6M 0.09% +5K +15.4% $143.15 +8.3%
99 ADBE ADOBE INC Technology 24,647.0 $5.1M 0.08% +1K +6.4% $205.02 +33.6%
100 INTU INTUIT Technology 18,971.0 $5.0M 0.08% +834.0 +4.6% $261.00 +37.0%
Page 5 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%