StockDriftsStockDriftsTop 50 Amf Tjanstepension AB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 10.44% | 7.86M | $1.80B | -1.44%(-114.60K) | $20.21(+950.05%) | 2026-09-30 | |
| MSFT | MICROSOFT CORP | 8.41% | 2.82M | $1.45B | -0.18%(-5.05K) | $160.21(+225.24%) | 2026-09-30 | |
| AAPL | APPLE INC | 6.18% | 3.19M | $1.06B | -2.07%(-67.51K) | $180.64(+92.77%) | 2026-09-30 | |
| GOOG | ALPHABET INC | 4.91% | 2.48M | $843.6M | +0.00%(+0) | $127.48(+151.61%) | 2026-09-30 | |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | 3.99% | 1.50M | $685.2M | -3.41%(-53.09K) | $141.80(+203.28%) | 2026-09-30 | |
| LLY | ELI LILLY & CO | 3.66% | 543.3K | $628.7M | +13.65%(+65.26K) | $727.47(+79.62%) | 2026-09-30 | |
| AMZN | AMAZON COM INC | 3.54% | 2.45M | $609.5M | -0.81%(-20.04K) | $162.49(+54.09%) | 2026-09-30 | |
| BAC | BANK OF AMER CORP | 3.03% | 9.56M | $520.5M | +0.00%(+0) | $41.20(+23.97%) | 2026-09-30 | |
| V | VISA INC | 2.97% | 1.42M | $511.3M | +0.00%(+0) | $178.85(+127.54%) | 2026-09-30 | |
| LIN | LINDE PLC | 2.46% | 890.9K | $422.9M | +0.00%(+0) | $414.13(+23.24%) | 2026-09-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.90% | +99.55% | +16.92% | +118.45% |
| Top 20 Holdings Unweighted | +22.86% | +85.45% | +16.04% | +110.38% |
Amf Tjanstepension AB reports $17.20B in US-listed equity holdings across 119 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (10.4%), MSFT (8.4%) and AAPL (6.2%). The top 20 holdings account for 67.95% of reported assets. Its disclosed equity book has returned +99.55% on a three-year cumulative basis. Figures reflect the Q3 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Amf Tjanstepension AB’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1553562). View Amf Tjanstepension AB’s 13F filings on SEC