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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 3 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BLK BLACKROCK INC Financial Services 12,965.0 $12.5M 0.23% NEW $961.71 +9.2%
42 AMGN AMGEN INC Healthcare 34,491.0 $12.1M 0.23% NEW $351.85 -4.1%
43 VZ VERIZON COMMUNICATIONS INC Communication Services 241,314.0 $12.1M 0.23% NEW $50.20 -9.6%
44 WM WASTE MGMT INC DEL Industrials 51,606.0 $11.9M 0.22% NEW $229.79 -6.6%
45 LRCX LAM RESEARCH CORP Technology 54,606.0 $11.7M 0.22% NEW $213.66 +82.1%
46 VRTX VERTEX PHARMACEUTICALS INC Healthcare 26,126.0 $11.7M 0.22% NEW $446.54 +1.1%
47 GEV GE VERNOVA INC Utilities 13,283.0 $11.6M 0.22% NEW $872.90 +27.1%
48 ACN ACCENTURE PLC IRELAND Technology 58,222.0 $11.5M 0.22% NEW $198.29 -35.5%
49 SBUX STARBUCKS CORP Consumer Cyclical 124,769.0 $11.2M 0.21% NEW $89.59 +12.3%
50 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 120,651.0 $11.1M 0.21% NEW $92.31 -5.9%
51 ADI ANALOG DEVICES INC Technology 32,121.0 $10.2M 0.19% NEW $318.14 +36.6%
52 CMCSA COMCAST CORP NEW Communication Services 347,361.0 $10.0M 0.19% NEW $28.71 -21.9%
53 BX BLACKSTONE INC Financial Services 86,004.0 $9.9M 0.18% NEW $114.99 +7.6%
54 BK BANK NEW YORK MELLON CORP Financial Services 83,315.0 $9.9M 0.18% NEW $118.63 +19.6%
55 HOWMET AEROSPACE INC 42,787.0 $9.9M 0.18% NEW $230.46
56 MELI MERCADOLIBRE INC Consumer Cyclical 5,612.0 $9.7M 0.18% NEW $1729.02 -5.4%
57 ED CONSOLIDATED EDISON INC Utilities 85,389.0 $9.7M 0.18% NEW $113.18 -6.0%
58 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 31,729.0 $9.6M 0.18% NEW $304.08 +14.7%
59 GM GENERAL MTRS CO Consumer Cyclical 126,903.0 $9.5M 0.18% NEW $74.50 +6.4%
60 BMY BRISTOL-MYERS SQUIBB CO Healthcare 155,446.0 $9.4M 0.18% NEW $60.65 -11.0%
Page 3 of 5  ·  86 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%