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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 4 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PCAR PACCAR INC Industrials 80,287.0 $9.3M 0.17% NEW $115.50 +3.0%
62 KKR KKR & CO INC Financial Services 96,115.0 $8.9M 0.17% NEW $92.50 +4.9%
63 OMC OMNICOM GROUP INC Communication Services 116,077.0 $8.7M 0.16% NEW $75.31 -5.3%
64 CARR CARRIER GLOBAL CORPORATION Industrials 149,173.0 $8.4M 0.16% NEW $56.31 +27.5%
65 INTC INTEL CORP Technology 189,850.0 $8.4M 0.16% NEW $44.13 +203.6%
66 KDP KEURIG DR PEPPER INC Consumer Defensive 314,396.0 $8.3M 0.15% NEW $26.33 +16.8%
67 MET METLIFE INC Financial Services 116,733.0 $8.3M 0.15% NEW $70.72 +21.0%
68 PEP PEPSICO INC Consumer Defensive 52,678.0 $8.2M 0.15% NEW $155.29 -8.5%
69 PAYX PAYCHEX INC Industrials 87,723.0 $8.1M 0.15% NEW $92.12 +6.6%
70 DASH DOORDASH INC Communication Services 52,622.0 $7.9M 0.15% NEW $150.15 +15.5%
71 WY WEYERHAEUSER CO Real Estate 310,506.0 $7.6M 0.14% NEW $24.43 -0.4%
72 NTRS NORTHERN TR CORP Financial Services 54,247.0 $7.6M 0.14% NEW $139.57 +23.3%
73 HBAN HUNTINGTON BANCSHARES INC Financial Services 469,016.0 $7.3M 0.14% NEW $15.65 +7.7%
74 PHM PULTE GROUP INC Consumer Cyclical 61,794.0 $7.3M 0.14% NEW $117.61 +8.0%
75 INGERSOLL RAND INC 90,562.0 $7.3M 0.14% NEW $80.12
76 CI THE CIGNA GROUP Healthcare 26,084.0 $7.0M 0.13% NEW $266.75 +4.7%
77 UDR UDR INC Real Estate 204,500.0 $6.9M 0.13% NEW $33.78 +11.2%
78 BR BROADRIDGE FINL SOLUTIONS IN Technology 40,535.0 $6.6M 0.12% NEW $162.48 -15.3%
79 PGR PROGRESSIVE CORP Financial Services 31,407.0 $6.2M 0.12% NEW $198.24 +3.3%
80 UNP UNION PAC CORP Industrials 25,069.0 $6.1M 0.11% NEW $242.62 +5.9%
Page 4 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%