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Portfolio (Quarterly) Guide ↗

Arbejdsmarkedets Tillaegspension

· CIK 0002105395
13F Portfolio $4.6B AUM 164 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 164 New
Page 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CFR CULLEN FROST BANKERS INC Financial Services 104,400.0 $16.1M 0.35% NEW $154.52 +5.2%
162 UBSI UNITED BANKSHARES INC WEST V Financial Services 317,799.0 $14.6M 0.32% NEW $45.83 +3.5%
163 PNC PNC FINL SVCS GROUP INC Financial Services 38,600.0 $9.5M 0.21% NEW $246.22 -0.9%
164 BOKF BOK FINL CORP Financial Services 47,700.0 $6.6M 0.14% NEW $138.88 +0.1%
Page 9 of 9  ·  164 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
Financial Services 25.8%
Industrials 22.9%
Technology 8.4%
Utilities 7.5%
Healthcare 7.3%
Real Estate 7.3%
Consumer Cyclical 6.8%
Consumer Defensive 5.4%
Basic Materials 3.0%
Communication Services 2.8%