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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 3 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 UBER UBER TECHNOLOGIES INC Technology 572,273.0 $41.3M 0.66% +11K +2.0% $72.16 +11.3%
42 TRU TRANSUNION Industrials 533,243.0 $38.5M 0.61% -50K -8.6% $72.14 +17.8%
43 KLAC KLA CORP Technology 125,170.0 $37.8M 0.60% +116K +1284.0% $301.71 -39.2%
44 BJ BJS WHSL CLUB HLDGS INC Consumer Defensive 431,689.0 $37.7M 0.60% -17K -3.8% $87.22 +8.2%
45 DHR DANAHER CORP DEL Healthcare 197,541.0 $37.6M 0.60% -44K -18.3% $190.48 +13.4%
46 HD HOME DEPOT INC Consumer Cyclical 100,879.0 $35.6M 0.57% -47K -31.7% $352.68 -4.2%
47 NFLX NETFLIX INC. Communication Services 496,549.0 $35.5M 0.57% +233K +88.4% $71.40 +15.2%
48 INTC INTEL CORP Technology 249,526.0 $34.8M 0.56% +60K +31.4% $139.63 -37.3%
49 UNH UNITEDHEALTH GROUP INC Healthcare 81,245.0 $33.8M 0.54% +4K +5.5% $415.63 -4.6%
50 V VISA INC Financial Services 97,426.0 $33.4M 0.53% +6K +6.2% $343.09 +12.0%
51 C CITIGROUP INC Financial Services 218,515.0 $30.6M 0.49% -3K -1.2% $139.96 -4.8%
52 EL LAUDER ESTEE COS INC Consumer Defensive 386,895.0 $30.5M 0.49% +62K +18.9% $78.95 +32.8%
53 RY ROYAL BK CDA Financial Services 103,028.0 $30.3M 0.48% +6K +6.1% $293.68 -29.5%
54 SNOW SNOWFLAKE INC Technology 115,685.0 $29.4M 0.47% +13K +12.9% $254.50 +24.6%
55 WELL WELLTOWER INC Real Estate 126,427.0 $28.7M 0.46% $226.97 +6.2%
56 CL COLGATE PALMOLIVE CO Consumer Defensive 307,752.0 $28.2M 0.45% -101K -24.7% $91.68 -0.4%
57 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 71,955.0 $27.8M 0.44% -38K -34.5% $386.73 +3.1%
58 TD TORONTO DOMINION BK ONT Financial Services 156,280.0 $26.9M 0.43% +9K +6.1% $172.44 -30.9%
59 BSX BOSTON SCIENTIFIC CORP Healthcare 620,861.0 $26.5M 0.42% -349K -36.0% $42.68 +16.8%
60 ANET ARISTA NETWORKS INC Technology 154,997.0 $26.3M 0.42% +108K +229.0% $169.88 +12.4%
Page 3 of 10  ·  184 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%