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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 7 of 9  ·  163 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 BMY BRISTOL-MYERS SQUIBB CO Healthcare 155,446.0 $9.4M 0.18% NEW $60.65 -11.0%
122 PCAR PACCAR INC Industrials 80,287.0 $9.3M 0.17% NEW $115.50 +3.0%
123 KKR KKR & CO INC Financial Services 96,115.0 $8.9M 0.17% NEW $92.50 +4.9%
124 ECL ECOLAB INC Basic Materials 33,015.0 $8.8M 0.17% -15K -31.8% $266.02 +1.2%
125 OMC OMNICOM GROUP INC Communication Services 116,077.0 $8.7M 0.16% NEW $75.31 -5.3%
126 CARR CARRIER GLOBAL CORPORATION Industrials 149,173.0 $8.4M 0.16% NEW $56.31 +27.5%
127 INTC INTEL CORP Technology 189,850.0 $8.4M 0.16% NEW $44.13 +203.6%
128 KDP KEURIG DR PEPPER INC Consumer Defensive 314,396.0 $8.3M 0.15% NEW $26.33 +16.8%
129 MET METLIFE INC Financial Services 116,733.0 $8.3M 0.15% NEW $70.72 +21.0%
130 PEP PEPSICO INC Consumer Defensive 52,678.0 $8.2M 0.15% NEW $155.29 -8.5%
131 PAYX PAYCHEX INC Industrials 87,723.0 $8.1M 0.15% NEW $92.12 +6.6%
132 DASH DOORDASH INC Communication Services 52,622.0 $7.9M 0.15% NEW $150.15 +15.5%
133 INTU INTUIT Technology 18,137.0 $7.8M 0.15% -7K -26.9% $432.38 -38.2%
134 WY WEYERHAEUSER CO Real Estate 310,506.0 $7.6M 0.14% NEW $24.43 -0.4%
135 NTRS NORTHERN TR CORP Financial Services 54,247.0 $7.6M 0.14% NEW $139.57 +23.3%
136 HBAN HUNTINGTON BANCSHARES INC Financial Services 469,016.0 $7.3M 0.14% NEW $15.65 +7.7%
137 PHM PULTE GROUP INC Consumer Cyclical 61,794.0 $7.3M 0.14% NEW $117.61 +8.0%
138 INGERSOLL RAND INC 90,562.0 $7.3M 0.14% NEW $80.12
139 CI THE CIGNA GROUP Healthcare 26,084.0 $7.0M 0.13% NEW $266.75 +4.7%
140 UDR UDR INC Real Estate 204,500.0 $6.9M 0.13% NEW $33.78 +11.2%
Page 7 of 9  ·  163 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%