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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 1 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 OXY OCCIDENTAL PETE CORP Energy 523,258.0 $25.4M 0.41% NEW $48.57 +21.2%
2 HONEYWELL INTL INC 96,805.0 $21.7M 0.35% NEW $223.90
3 HONEYWELL AEROSPACE INC 96,805.0 $21.4M 0.34% NEW $221.08
4 RRX REGAL REXNORD CORPORATION Industrials 86,000.0 $20.5M 0.33% NEW $238.19 -31.0%
5 SLB SLB LIMITED Energy 181,175.0 $8.4M 0.14% NEW $46.49 +15.3%
6 DDOG DATADOG INC Technology 31,999.0 $8.3M 0.13% NEW $260.36 -13.2%
7 PAAS PAN AMERN SILVER CORP Basic Materials 98,723.0 $6.3M 0.10% NEW $63.58 -15.4%
8 WDC WESTERN DIGITAL CORP Technology 8,891.0 $5.7M 0.09% NEW $638.72 -30.6%
9 TECHNIPFMC PLC 78,374.0 $5.2M 0.08% NEW $66.30
10 NEM NEWMONT CORP Basic Materials 44,764.0 $4.2M 0.07% NEW $93.40 +43.3%
11 BE BLOOM ENERGY CORP Industrials 11,804.0 $3.6M 0.06% NEW $302.70 -28.3%
12 TPL TEXAS PACIFIC LAND CORPORATI Energy 8,018.0 $3.5M 0.06% NEW $437.64 -14.6%
13 EQX EQUINOX GOLD CORP Basic Materials 224,186.0 $3.1M 0.05% NEW $13.82 +0.3%
14 DOW DOW HLDGS INC Basic Materials 109,194.0 $3.0M 0.05% NEW $27.36 +12.3%
15 CDE COEUR MNG INC Basic Materials 141,750.0 $2.3M 0.04% NEW $16.32 +30.3%
16 DELL DELL TECHNOLOGIES INC Technology 5,287.0 $2.3M 0.04% NEW $431.46 +4.6%
17 TMUS T-MOBILE US INC Communication Services 12,110.0 $2.0M 0.03% NEW $167.73 +8.3%
18 LITE LUMENTUM HLDGS INC Technology 1,909.0 $1.6M 0.03% NEW $858.06 +0.5%
19 T AT&T INC Communication Services 57,588.0 $1.2M 0.02% NEW $20.70 +24.4%
20 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 19,210.0 $1.0M 0.02% NEW $52.65 +20.3%
Page 1 of 2  ·  22 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%