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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 6 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 AMGN AMGEN INC Healthcare 36,716.0 $13.3M 0.21% +2K +6.5% $362.12 +22.1%
102 BLK BLACKROCK INC Financial Services 13,768.0 $13.2M 0.21% +803.0 +6.2% $961.56 +22.4%
103 CRM SALESFORCE INC Technology 83,515.0 $13.1M 0.21% +4K +5.4% $156.66 +31.3%
104 BK BANK OF NY MELLON CORP Financial Services 88,105.0 $12.7M 0.20% +5K +5.8% $144.61 -0.6%
105 COHR COHERENT CORP Technology 32,291.0 $12.7M 0.20% -101K -75.8% $394.47 -27.0%
106 WM WASTE MGMT INC DEL Industrials 56,566.0 $12.6M 0.20% +5K +9.6% $222.88 -0.3%
107 SHOP SHOPIFY INC Technology 77,338.0 $12.5M 0.20% -28K -26.3% $162.26 -5.2%
108 HOWMET AEROSPACE INC 45,447.0 $12.2M 0.20% +3K +6.2% $268.86
109 VZ VERIZON COMMUNICATIONS INC Communication Services 288,504.0 $12.2M 0.20% +47K +19.6% $42.34 +18.7%
110 ISRG INTUITIVE SURGICAL INC Healthcare 30,661.0 $12.2M 0.20% +2K +6.5% $397.68 -6.5%
111 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 127,817.0 $11.8M 0.19% +7K +5.9% $92.09 -1.9%
112 CARR CARRIER GLOBAL CORPORATION Industrials 158,533.0 $11.6M 0.19% +9K +6.3% $73.35 -20.2%
113 CME CME GROUP INC Financial Services 52,331.0 $11.6M 0.18% +2K +4.5% $220.83 +25.6%
114 ED CONSOLIDATED EDISON INC Utilities 101,578.0 $11.2M 0.18% +16K +19.0% $110.63 -3.2%
115 ZS ZSCALER INC Technology 79,573.0 $11.2M 0.18% +7K +10.0% $141.15 +19.3%
116 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 33,636.0 $11.1M 0.18% +2K +6.0% $330.46 -0.3%
117 CLH CLEAN HARBORS INC Industrials 37,094.0 $11.1M 0.18% $298.75 +3.3%
118 KDP KEURIG DR PEPPER INC Consumer Defensive 335,043.0 $11.0M 0.17% +21K +6.6% $32.73 -2.7%
119 PCAR PACCAR INC Industrials 90,088.0 $10.8M 0.17% +10K +12.2% $120.12 +7.6%
120 BX BLACKSTONE INC Financial Services 91,257.0 $10.7M 0.17% +5K +6.1% $117.67 +21.9%
Page 6 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%