AT
AMF Tjanstepension AB Quarterly 13F Portfolio Update (Q3 2026)
AMF Tjanstepension ABCIK: 0001553562
Diversified strategyMomentum followerQuality / disciplined sizing
Total reported value
$17.2B
Reporting period: 2026-09-30 · Number of holdings: 119
AMF Tjanstepension AB disclosed 119 holdings in its latest 13F filing for the period ending 2026-09-30, with total reported value of $17.2B and a quarterly turnover rate of 17.5%.
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Personality snowflake
- Concentration
- 14.61
- Portfolio Stability
- 17.49
- Momentum
- 100
- Sector conviction
- 65.07
- Diversification
- 100
- Sizing Uniformity
- 81.63
AMF Tjanstepension AB's disclosed holdings carry a Herfindahl concentration index of 0.037 — mathematically equivalent to about 27 equally-sized positions, well below its 119 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.84), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govAdd MSFT
-0.2% $392.7M
Add NVDA
-1.4% $199.4M
Trim WDC
-0.4% -$158.5M
Trim CRM
-98.8% -$143.4M
New buy LITE
Trim ROL
-54.3% -$99.5M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NVDA | Nvidia CORP | Stock-Tech | 10.44% | +0.99% | -1.44% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 8.41% | +2.16% | -0.18% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 6.18% | +0.59% | -2.07% | |
| 4 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.91% | -0.27% | — | |
| 5 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 3.99% | -0.42% | -3.41% | |
| 6 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.66% | +0.26% | +13.65% | |
| 7 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 3.54% | +0.06% | -0.81% | |
| 8 | BAC | Bank Of America CORP | Stock-Financials | 3.03% | -0.20% | — | |
| 9 | V | Visa Inc-class A Shares | Stock-Financials | 2.97% | +0.08% | — | |
| 10 | LIN | Linde plc | Stock-Materials | 2.46% | -0.28% | — | |
| 11 | PLD | Prologis Inc | Stock-Real Estate | 2.34% | -0.15% | -0.20% | |
| 12 | WDC | Western Digital CORP | Stock-Tech | 2.24% | -0.98% | -0.45% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 2.19% | +0.45% | -0.28% | |
| 14 | ICE | Intercontinental Exchange In | Stock-Financials | 1.91% | +0.33% | — | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.70% | -0.16% | — | |
| 16 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.68% | -0.10% | — | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.64% | -0.01% | — | |
| 18 | PH | Parker Hannifin CORP | Stock-Industrials | 1.56% | -0.53% | -22.07% | |
| 19 | MU | Micron Technology Inc | Stock-Tech | 1.56% | -0.17% | -0.68% | |
| 20 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.54% | -0.03% | -1.86% | |
| 21 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.46% | +0.06% | — | |
| 22 | BABA | Alibaba Group Holding-sp Adr | Stock-Consumer Disc | 1.36% | +0.13% | +0.32% | |
| 23 | SPOT | Spotify Technology S.A. | Stock-Comm Services | 1.35% | -0.01% | -5.00% | |
| 24 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 1.19% | -0.03% | -0.41% | |
| 25 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 1.18% | +0.25% | +23.51% | |
| 26 | PGR | Progressive CORP | Stock-Financials | 1.18% | +0.46% | +75.91% | |
| 27 | FIX | Comfort Systems USA Inc | Stock-Industrials | 1.04% | -0.25% | -0.88% | |
| 28 | ADBE | Adobe Inc | Stock-Tech | 0.98% | +0.14% | +2.35% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.91% | — | +1.44% | |
| 30 | C | Citigroup Inc | Stock-Financials | 0.83% | -0.08% | — | |
| 31 | GE | General Electric | Stock-Industrials | 0.78% | -0.19% | -1.81% | |
| 32 | APP | Applovin Corp-class A | Stock-Tech | 0.73% | +0.59% | +843.19% | |
| 33 | LITE | Lumentum Holdings Inc | Stock-Tech | 0.72% | +0.72% | NEW | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.68% | +0.04% | — | |
| 35 | KLAC | Kla CORP | Stock-Tech | 0.68% | -0.53% | -11.51% | |
| 36 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.67% | -0.10% | -1.30% | |
| 37 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.06% | +22.52% | |
| 38 | HPE | Hewlett Packard Enterprise | Stock-Tech | 0.63% | +0.18% | — | |
| 39 | URI | United Rentals Inc | Stock-Industrials | 0.60% | +0.04% | +23.47% | |
| 40 | ITT | Itt Inc | Stock-Industrials | 0.59% | +0.54% | +1027.16% | |
| 41 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.55% | -0.03% | — | |
| 42 | ELV | Elevance Health Inc | Stock-Healthcare | 0.54% | -0.01% | — | |
| 43 | GEV | GE Vernova Inc | Stock-Industrials | 0.52% | -0.13% | — | |
| 44 | NFLX | Netflix Inc | Stock-Comm Services | 0.49% | -0.05% | -4.14% | |
| 45 | COF | Capital One Financial CORP | Stock-Financials | 0.48% | -0.03% | — | |
| 46 | RCL | Royal Caribbean Cruises Ltd. | Stock-Consumer Disc | 0.46% | -0.11% | -2.15% | |
| 47 | TT | Trane Technologies plc | Stock-Industrials | 0.46% | -0.05% | — | |
| 48 | YUM | Yum! Brands Inc | Stock-Consumer Disc | 0.46% | -0.09% | — | |
| 49 | NEE | Nextera Energy Inc | Stock-Utilities | 0.44% | -0.08% | — | |
| 50 | NEM | Newmont CORP | Stock-Materials | 0.44% | +0.08% | — |
1–50 of 119
Portfolio Performance
Performance for Q4 2026
+0.3%
Performance Last 4 Quarters
+12.1%
- Stdev
- +13.1%
- Beta
- +1.02
- Alpha
- -1.4%
- Max Drawdown
- -6.6%
- Annualized Perf
- +22.5%
- Batting Avg vs S&P
- +41.7%
- Sortino
- +3.57
- Stutzer
- +0.48
- Treynor
- +0.21
- Sterling
- +1.46
- Calmar
- +3.39
- Information Ratio
- -0.25
- Tracking Error
- +4.1%
- Stdev Down
- +6%
- Winning Months %
- +72.2%
- Losing Months %
- +27.8%
- Best 12 Months
- +33.8%
- Worst 12 Months
- +8.8%
- Efficiency Ratio
- +0.72
- Sharpe
- +1.62
- Stdev Sectors
- +10.7%
- Skewness
- +0.27
- Kurtosis
- +0.56
- Upside Potential
- +5.04
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
| Period | Holdings | Total value | Stability | Top holdings | |
|---|---|---|---|---|---|
| 2026 Q3 | 119 | $17.2B | 17 | ||
| 2026 Q2 | 121 | $16.9B | 18 | ||
| 2026 Q1 | 117 | $15.1B | 20 | ||
| 2025 Q4 | 123 | $16.1B | 16 | ||
| 2025 Q3 | 134 | $15.8B | 60 | ||
| 2025 Q2 | 170 | $15.0B | 0 | ||
| 2025 Q1 | 225 | $13.5B | 100 | ||
| 2024 Q4 | 250 | $14.1B | 0 | ||
| 2024 Q3 | 231 | $14.0B | 0 | ||
| 2024 Q2 | 223 | $13.4B | 0 | ||
| 2024 Q1 | 204 | $13.2B | 0 | ||
| 2023 Q4 | 206 | $11.7B | 0 | ||
| 2023 Q3 | 206 | $10.3B | 0 | ||
| 2023 Q2 | 221 | $10.9B | 0 | ||
| 2023 Q1 | 208 | $9.8B | 0 | ||
| 2022 Q4 | 202 | $8.7B | 0 | ||
| 2022 Q3 | 209 | $8.5B | 0 | ||
| 2022 Q2 | 209 | $10.2B | 0 | ||
| 2022 Q1 | 199 | $13.5B | 0 | ||
| 2021 Q4 | 193 | $14.6B | 0 | ||
| 2021 Q3 | 198 | $13.8B | 0 | ||
| 2021 Q2 | 199 | $14.5B | 100 | ||
| 2021 Q1 | 189 | $13.4B | 18 | ||
| 2020 Q4 | 185 | $12.2B | 25 | ||
| 2020 Q3 | 179 | $11.0B | 21 | ||
| 2020 Q2 | 177 | $9.7B | 32 | ||
| 2020 Q1 | 179 | $7.9B | 41 | ||
| 2019 Q4 | 170 | $10.5B | 22 | ||
| 2019 Q3 | 169 | $9.8B | 19 | ||
| 2019 Q2 | 172 | $10.3B | 20 | ||
| 2019 Q1 | 172 | $10.1B | 28 | ||
| 2018 Q4 | 185 | $9.1B | 34 | ||
| 2018 Q3 | 185 | $11.0B | 18 | ||
| 2018 Q2 | 187 | $10.4B | 40 | ||
| 2018 Q1 | 178 | $9.6B | 15 | ||
| 2017 Q4 | 176 | $10.2B | 22 | ||
| 2017 Q3 | 188 | $9.1B | 24 | ||
| 2017 Q2 | 191 | $8.8B | 0 | ||
| 2017 Q1 | 191 | $8.8B | 14 | ||
| 2016 Q4 | 189 | $8.6B | 38 | ||
| 2016 Q3 | 181 | $8.0B | 25 | ||
| 2016 Q2 | 171 | $7.8B | 27 | ||
| 2016 Q1 | 168 | $7.6B | 20 | ||
| 2015 Q4 | 198 | $7.1B | 39 | ||
| 2015 Q3 | 220 | $6.6B | 22 | ||
| 2015 Q2 | 216 | $7.2B | 22 | ||
| 2015 Q1 | 220 | $8.0B | 16 | ||
| 2014 Q4 | 225 | $7.9B | — |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Holding changes this quarter
AMF Tjanstepension AB's most significant position changes for 2026-09-30: New buy: Lumentum Holdings Inc (LITE); Sold out: Marsh & Mclennan Cos (MRSH); Sold out: Travelers Cos Inc/the (TRV); Sold out: Willis Towers Watson Public Limited Company (WTW); New buy: Martin Marietta Materials (MLM).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | MSFT | Microsoft CORP | +2.2% | -0.18% | Trim |
| 2 | NVDA | Nvidia CORP | +1% | -1.44% | Trim |
| 3 | LITE | Lumentum Holdings Inc | +0.7% | NEW | New buy |
| 4 | AAPL | Apple Inc | +0.6% | -2.07% | Trim |
| 5 | APP | Applovin Corp-class A | +0.6% | +843.19% | Add |
| 6 | ITT | Itt Inc | +0.5% | +1027.16% | Add |
| 7 | PGR | Progressive CORP | +0.5% | +75.91% | Add |
| 8 | META | Meta Platforms Inc-class A | +0.5% | -0.28% | Trim |
| 9 | ICE | Intercontinental Exchange In | +0.3% | — | Unchanged |
| 10 | LLY | Eli Lilly & Co | +0.3% | +13.65% | Add |
| 11 | VRTX | Vertex Pharmaceuticals Inc | +0.3% | +23.51% | Add |
| 12 | HPE | Hewlett Packard Enterprise | +0.2% | — | Unchanged |
| 13 | ACGL | Arch Capital Group Ltd. | +0.2% | +717.71% | Add |
| 14 | ADBE | Adobe Inc | +0.1% | +2.35% | Add |
| 15 | BABA | Alibaba Group Holding-sp Adr | +0.1% | +0.32% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | — | Unchanged |
| 17 | NEM | Newmont CORP | +0.1% | — | Unchanged |
| 18 | AMZN | Amazon.com Inc | +0.1% | -0.81% | Trim |
| 19 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 20 | CSCO | Cisco Systems Inc | +0.1% | +22.52% | Add |
| 21 | SHOP | Shopify Inc - Class A | +0.1% | — | Unchanged |
| 22 | SAP | Sap Se-sponsored Adr | +0.1% | — | Unchanged |
| 23 | VZ | Verizon Communications Inc | 0% | — | Unchanged |
| 24 | URI | United Rentals Inc | 0% | +23.47% | Add |
| 25 | VLO | Valero Energy CORP | 0% | — | Unchanged |
| 26 | ULTA | Ulta Beauty Inc | 0% | +0.14% | Add |
| 27 | MLM | Martin Marietta Materials | 0% | NEW | New buy |
| 28 | HCA | Hca Healthcare Inc | 0% | — | Unchanged |
| 29 | AMAT | Applied Materials Inc | 0% | NEW | New buy |
| 30 | BX | Blackstone Inc | 0% | NEW | New buy |
| 31 | SLB | Slb LTD | 0% | — | Unchanged |
| 32 | COR | Cencora Inc | 0% | — | Unchanged |
| 33 | BIRK | Birkenstock Holding plc | 0% | +190.06% | Add |
| 34 | BSX | Boston Scientific CORP | 0% | — | Unchanged |
| 35 | ETN | Eaton Corporation plc | — | +1.44% | Add |
| 36 | ISRG | Intuitive Surgical Inc | — | — | Unchanged |
| 37 | AMD | Advanced Micro Devices | — | -14.48% | Trim |
| 38 | LEVI | Levi Strauss & Co- Class A | — | +52.40% | Add |
| 39 | BNY | Bank Of New York Mellon CORP | — | -19.87% | Trim |
| 40 | HD | Home Depot Inc | — | — | Unchanged |
| 41 | MRVL | Marvell Technology Inc | — | — | Unchanged |
| 42 | EIX | Edison International | — | — | Unchanged |
| 43 | NBIS | Nebius Group N.V. | — | +45.98% | Add |
| 44 | AWK | American Water Works Co Inc | — | — | Unchanged |
| 45 | CHRW | C.h. Robinson Worldwide Inc | — | — | Unchanged |
| 46 | MRK | Merck & Co. Inc. | — | — | Unchanged |
| 47 | NU | Nu Holdings Ltd. | — | — | Unchanged |
| 48 | A | Agilent Technologies Inc | — | — | Unchanged |
| 49 | MCK | Mckesson CORP | — | — | Unchanged |
| 50 | VEEV | Veeva Systems Inc-class A | — | -31.79% | Trim |
1–50 of 125
Filing History
FAQ
What is AMF Tjanstepension AB and what type of investor is it?
AMF Tjanstepension AB is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-09-30), the firm manages a tracked equity portfolio valued at approximately $17.2B, spread across 119 disclosed positions.
What are AMF Tjanstepension AB's largest equity positions?
Based on the latest 13F filing, AMF Tjanstepension AB's top holdings by market value are:
1. Nvidia CORP (NVDA) — $1.8B (10.4%)
2. Microsoft CORP (MSFT) — $1.4B (8.4%)
3. Apple Inc (AAPL) — $1.1B (6.2%)
4. Alphabet Inc-cl C (GOOG) — $843.6M (4.9%)
5. Taiwan Semiconductor-sp Adr (TSM) — $685.2M (4.0%)
What changes did AMF Tjanstepension AB make in its most recent portfolio filing?
In the latest reported quarter, AMF Tjanstepension AB made 62 notable position adjustments: 4 new positions were initiated, 18 existing holdings were added to, 34 positions were partially reduced, and 6 were completely exited. The largest of these moves: New buy: Lumentum Holdings Inc (LITE); Sold out: Marsh & Mclennan Cos (MRSH); Sold out: Travelers Cos Inc/the (TRV); Sold out: Willis Towers Watson Public Limited Company (WTW); New buy: Martin Marietta Materials (MLM)
What sectors does AMF Tjanstepension AB focus on?
AMF Tjanstepension AB is concentrated in the following sectors based on its current disclosed equity portfolio:
• Information Technology: 40.3%
• Financials: 14.2%
• Communication Services: 11.4%
• Consumer Discretionary: 8.8%
• Health Care: 8.0%
• Industrials: 6.6%
Investment Profile
AMF Tjanstepension AB returned an annualized 22.5% over the trailing 36 months — underperforming the S&P 500 by 1.4 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 1.02 (roughly in line with the market) and a 42% quarterly batting average against the index.
Its portfolio is broadly diversified and long-term-holding, with 40.3% of the portfolio concentrated in Information Technology.
Its turnover score has fallen from 60 to 17 over the past 4 quarters — a shift toward longer holding periods.
It has added to its MSFT position over the past two quarters (+$400.0M, now $1.4B), while trimming CRM over the same stretch (-$173.2M, still holding $2.5M).
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Developer Access
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