Q3 2026 13F · SEC CIK 1553562

AMF Tjanstepension AB

Pension fundFiled 2026-10-22 for Q3 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $17.2B
Reported positions: 119
Top holdings a year, 3 yrs: +26.8%
Average holding period: 6.8 yrs

AMF Tjanstepension AB is a pension fund that reported 119 positions worth $17.2B in its Q3 2026 13F, filed 2026-10-22. Its largest holdings were Nvidia Corporation (NVDA, 10.4%), Microsoft Corp (MSFT, 8.4%), Apple Inc (AAPL, 6.2%). A portfolio copying its top holdings returned 26.8% a year over the last 3 years, against 20.4% for the S&P 500.

AMF Tjanstepension AB holdings largest 50 of 119 positions.

Weights are shares of the filer's total reported 13F value, compared with Q2 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

AMF Tjanstepension AB 13F holdings
Stock	% of 13F value	Q2 2026	Shares	Share change	Reported value
NVDANvidia Corporation	10.4%	9.5%	7,860,081	-1.4%	$1.8B
MSFTMicrosoft Corp	8.4%	6.2%	2,820,760	-0.2%	$1.4B
AAPLApple Inc	6.2%	5.6%	3,191,341	-2.1%	$1.1B
GOOGAlphabet Inc	4.9%	5.2%	2,475,768	+0.0%	$843.6M
TSMTaiwan Semiconductor Manufac	4.0%	4.4%	1,502,106	-3.4%	$685.2M
LLYEli Lilly & Co	3.7%	3.4%	543,339	+13.7%	$628.7M
AMZNAmazon Com Inc	3.5%	3.5%	2,446,140	-0.8%	$609.5M
BACBank of Amer Corp	3.0%	3.2%	9,562,619	+0.0%	$520.5M
VVisa Inc	3.0%	2.9%	1,423,049	+0.0%	$511.3M
LINLinde PLC	2.5%	2.7%	890,930	+0.0%	$422.9M
PLDPrologis Inc	2.3%	2.5%	3,094,866	-0.2%	$401.8M
WDCWestern Digital Corp Com	2.2%	3.2%	847,047	-0.4%	$384.9M
METAMeta Platforms Inc	2.2%	1.7%	519,222	-0.3%	$376.5M
ICEIntercontinental Exchange Inc	1.9%	1.6%	2,162,201	+0.0%	$328.7M
AVGOBroadcom Inc	1.7%	1.9%	831,667	+0.0%	$292.1M
GOOGLAlphabet Inc	1.7%	1.8%	841,228	+0.0%	$289.4M
JPMJpmorgan Chase & Co	1.6%	1.7%	853,194	+0.0%	$282.3M
PHParker-Hannifin Corp	1.6%	2.1%	281,058	-22.1%	$268.5M
MUMicron Technology Inc	1.6%	1.7%	251,574	-0.7%	$268.0M
MELIMercadolibre Inc	1.5%	1.6%	153,228	-1.9%	$264.9M
KOCoca Cola Co	1.5%	1.4%	2,910,053	+0.0%	$250.5M
BABAAlibaba Group Hldg Ltd	1.4%	1.2%	2,167,406	+0.3%	$233.1M
SPOTSpotify Technology SA	1.3%	1.4%	475,000	-5.0%	$231.5M
BRK-BBerkshire Hathaway Inc Del	1.2%	1.2%	410,805	-0.4%	$204.6M
VRTXVertex Pharmaceuticals Inc	1.2%	0.9%	388,770	+23.5%	$203.3M
PGRProgressive Corp	1.2%	0.7%	978,170	+75.9%	$202.8M
FIXComfort Sys USA Inc	1.0%	1.3%	108,624	-0.9%	$179.7M
ADBEAdobe Inc	1.0%	0.8%	705,217	+2.3%	$169.2M
ETNEaton Corp PLC	0.9%	0.9%	364,814	+1.4%	$156.8M
CCitigroup Inc	0.8%	0.9%	1,099,751	+0.0%	$142.4M
GEGe Aerospace	0.8%	1.0%	431,402	-1.8%	$134.7M
APPApplovin Corp	0.7%	—	433,162	—	$125.8M
LITELumentum Hldgs Inc	0.7%	—	126,905	—	$123.3M
VZVerizon Communications Inc	0.7%	0.6%	2,544,470	+0.0%	$116.7M
KLACKla Corp	0.7%	1.2%	597,737	-11.5%	$116.5M
GSGoldman Sachs Group Inc	0.7%	0.8%	127,168	-1.3%	$114.5M
CSCOCisco Sys Inc	0.6%	0.6%	1,028,135	+22.5%	$110.7M
HPEHewlett Packard Enterprise C	0.6%	0.5%	1,699,944	+0.0%	$108.6M
URIUnited Rentals Inc	0.6%	0.6%	103,345	+23.5%	$103.4M
ITTItt	0.6%	—	505,575	—	$102.0M
COSTCostco Wholesale Corporation	0.6%	0.6%	104,753	+0.0%	$95.4M
ELVElevance Health Inc Formerly	0.5%	0.5%	238,133	+0.0%	$92.6M
GEVGe Vernova Inc	0.5%	0.7%	93,333	+0.0%	$88.7M
NFLXNetflix Inc.	0.5%	0.5%	1,215,346	-4.1%	$84.6M
COFCapital One Finl Corp	0.5%	0.5%	429,374	+0.0%	$82.9M
RCLRoyal Caribbean Group	0.5%	0.6%	298,223	-2.2%	$79.3M
TTTrane Technologies PLC	0.5%	0.5%	174,917	+0.0%	$79.1M
YUMYum Brands Inc	0.5%	0.5%	579,067	+0.0%	$78.9M
NEENextera Energy Inc	0.4%	0.5%	1,002,143	+0.0%	$75.9M
NEMNewmont Corp	0.4%	—	649,774	—	$74.9M

What AMF Tjanstepension AB bought and sold in Q3 2026, against Q2 2026.

New positions

Q2 2026's filing was too long to tell new positions apart.

Added to

PGR Progressive Corp+75.9% shares
VRTX Vertex Pharmaceuticals Inc+23.5% shares
URI United Rentals Inc+23.5% shares
CSCO Cisco Sys Inc+22.5% shares
LLY Eli Lilly & Co+13.7% shares

Reduced

Left the top 50

Share counts compared with the Q2 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: +18.4% /yr; S&P 500 +20.1%
3 years: +26.8% /yr; S&P 500 +20.4%
5 years: +17.5% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q3 2026	$17.2B	119
Q2 2026	$16.9B	121
Q1 2026	$15.1B	117
Q4 2025	$16.1B	123
Q3 2025	$9.3B	109
Q2 2025	$15.0B	170
Q1 2025	$13.5B	225
Q4 2024	$14.1B	250
Q3 2024	$14.0B	230
Q2 2024	$13.4B	222
Q1 2024	$13.2B	202
Q4 2023	$11.7B	204

Questions about AMF Tjanstepension AB's portfolio

What stocks does AMF Tjanstepension AB own?

AMF Tjanstepension AB's latest 13F, for Q3 2026 and filed Oct 22, 2026, lists 119 positions worth $17.2B. The largest are Nvidia Corporation (NVDA) at 10.4%, Microsoft Corp (MSFT) at 8.4%, Apple Inc (AAPL) at 6.2%, Alphabet Inc (GOOG) at 4.9% and Taiwan Semiconductor Manufac (TSM) at 4.0%.

What did AMF Tjanstepension AB buy last quarter?

In Q3 2026, AMF Tjanstepension AB added Progressive Corp (PGR) (+75.9% shares), Vertex Pharmaceuticals Inc (VRTX) (+23.5% shares) and United Rentals Inc (URI) (+23.5% shares), compared with its Q2 2026 filing.

What did AMF Tjanstepension AB sell last quarter?

In Q3 2026, AMF Tjanstepension AB cut from its top 50 Rollins Inc (ROL), cut from its top 50 Salesforce Inc (CRM), cut from its top 50 Mcdonalds Corp (MCD), cut from its top 50 Colgate Palmolive Co (CL), Parker-Hannifin Corp (PH) (-22.1% shares), Kla Corp (KLAC) (-11.5% shares) and Spotify Technology SA (SPOT) (-5.0% shares), compared with its Q2 2026 filing.

How has AMF Tjanstepension AB's portfolio performed?

A portfolio copying AMF Tjanstepension AB's 20 largest 13F holdings each quarter, from the day each filing was public, returned +26.8% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +18.4% against +20.1%. Over 5 years: +17.5% a year against +11.6%.

When is AMF Tjanstepension AB's next 13F filing due?

13F filings are due 45 days after each quarter ends. AMF Tjanstepension AB's filing for the quarter ending Dec 31, 2026 is due by Feb 14, 2027; this page updates the day after it is published.