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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 7 of 10  ·  184 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FISV FISERV INC Technology 217,474.0 $10.7M 0.17% -271K -55.5% $49.05 +6.9%
122 ECL ECOLAB INC Basic Materials 38,226.0 $10.7M 0.17% +5K +15.8% $278.61 +3.9%
123 MET METLIFE INC Financial Services 123,704.0 $10.5M 0.17% +7K +6.0% $84.61 +13.3%
124 GM GENERAL MTRS CO Consumer Cyclical 134,736.0 $10.4M 0.17% +8K +6.2% $77.08 +11.3%
125 CMCSA COMCAST CORP NEW Communication Services 414,444.0 $10.2M 0.16% +67K +19.3% $24.55 +10.4%
126 MELI MERCADOLIBRE INC Consumer Cyclical 5,959.0 $10.1M 0.16% +347.0 +6.2% $1697.39 +17.7%
127 NTRS NORTHERN TR CORP Financial Services 57,416.0 $10.0M 0.16% +3K +5.8% $173.84 +7.5%
128 BMY BRISTOL-MYERS SQUIBB CO Healthcare 165,023.0 $9.5M 0.15% +10K +6.2% $57.62 +17.9%
129 KKR KKR & CO INC 101,864.0 $9.3M 0.15% +6K +6.0% $91.78
130 PAYX PAYCHEX INC Industrials 93,127.0 $9.2M 0.15% +5K +6.2% $98.33 +27.1%
131 PHM PULTE GROUP INC Consumer Cyclical 65,644.0 $9.0M 0.14% +4K +6.2% $137.21 -4.6%
132 OMC OMNICOM GROUP INC Communication Services 123,410.0 $9.0M 0.14% +7K +6.3% $72.83 +21.1%
133 UDR UDR INC Real Estate 224,506.0 $9.0M 0.14% +20K +9.8% $39.92 -4.4%
134 HBAN HUNTINGTON BANCSHARES INC Financial Services 496,738.0 $8.8M 0.14% +28K +5.9% $17.73 -4.4%
135 INGERSOLL RAND INC 105,297.0 $8.6M 0.14% +15K +16.3% $81.99
136 SLB SLB LIMITED Energy 181,175.0 $8.4M 0.14% NEW $46.49 +14.6%
137 DDOG DATADOG INC Technology 31,999.0 $8.3M 0.13% NEW $260.36 -14.4%
138 PEP PEPSICO INC Consumer Defensive 60,077.0 $8.1M 0.13% +7K +14.1% $135.40 +5.1%
139 WY WEYERHAEUSER CO Real Estate 339,258.0 $8.1M 0.13% +29K +9.3% $23.94 +2.0%
140 UNP UNION PAC CORP Industrials 29,792.0 $8.1M 0.13% +5K +18.8% $272.00 +13.8%
Page 7 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%