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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 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ANET ARISTA NETWORKS INC Technology 47,110.0 $5.8M 0.11% NEW $122.78 +38.2%
82 ADBE ADOBE INC Technology 23,172.0 $5.6M 0.11% NEW $243.08 -19.7%
83 YUM YUM BRANDS INC Consumer Cyclical 34,314.0 $5.3M 0.10% NEW $155.48 -2.2%
84 APP APPLOVIN CORP Technology 12,798.0 $5.1M 0.10% NEW $398.00 +18.0%
85 EMR EMERSON ELEC CO Industrials 34,082.0 $4.5M 0.08% NEW $131.02 +15.0%
86 SYK STRYKER CORPORATION Healthcare 10,212.0 $3.4M 0.06% NEW $328.59 -6.3%
Page 5 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%