CIK: 0001664324
Total reported value
$444.8M
Reporting period: 2026-03-31 · Number of holdings: 84
Mandatum Life Insurance Co Ltd disclosed 84 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $444.8M and a quarterly turnover rate of 18.8%.
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Mandatum Life Insurance Co Ltd's disclosed holdings carry a Herfindahl concentration index of 0.147 — mathematically equivalent to about 7 equally-sized positions, well below its 84 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 3.39), with a handful of outsized bets alongside many smaller positions.
Recent activity leans toward adding more aggressively to already-large existing positions than to newly initiated ones (a 3.1 percentage-point tilt) — a pattern consistent with a momentum-following approach.
Sector classification currently covers about 44% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Trim IVV
+0.5% -$7.0M
Add VOO
+25.1% $6.0M
Trim MU
-49.8% -$3.7M
Trim META
-26.9% -$3.6M
Trim MSFT
+0.2% -$2.5M
Trim GOOGL
-5.9% -$2.1M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 36.28% | -2.17% | +0.47% | |
| 2 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 8.43% | +1.25% | +25.14% | |
| 3 | IPAC | Ishares Core Msci Pacific Et | ETF-Other | 3.97% | +0.43% | +8.81% | |
| 4 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.99% | -0.52% | -5.88% | |
| 5 | CSCO | Cisco Systems INC | Stock-Tech | 2.45% | — | — | |
| 6 | C | Citigroup INC | Stock-Financials | 2.18% | -0.09% | — | |
| 7 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.02% | -0.22% | — | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.83% | -0.59% | +0.22% | |
| 9 | ROK | Rockwell Automation INC | Stock-Industrials | 1.79% | +0.24% | +26.86% | |
| 10 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.72% | +0.28% | +20.37% | |
| 11 | MA | Mastercard INC - A | Stock-Financials | 1.62% | -0.24% | +1.02% | |
| 12 | TJX | Tjx Companies INC | Stock-Consumer Disc | 1.62% | +0.04% | — | |
| 13 | GEHC | GE Healthcare Technology | Stock-Healthcare | 1.60% | -0.27% | — | |
| 14 | EMR | Emerson Electric Co | Stock-Industrials | 1.47% | — | — | |
| 15 | BAC | Bank Of America CORP | Stock-Financials | 1.41% | -0.21% | — | |
| 16 | CARR | Carrier Global CORP | Stock-Industrials | 1.41% | +0.42% | +36.12% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.40% | -0.85% | -26.86% | |
| 18 | GAP | Gap Inc/the | Stock-Consumer Disc | 1.36% | -0.10% | — | |
| 19 | V | Visa Inc-class A Shares | Stock-Financials | 1.26% | -0.21% | +1.19% | |
| 20 | MU | Micron Technology INC | Stock-Tech | 1.23% | -0.88% | -49.77% | |
| 21 | TGT | Target CORP | Stock-Consumer Disc | 1.22% | +0.22% | — | |
| 22 | MOO | Vaneck Agribusiness ETF | ETF-Other | 1.20% | +0.20% | +5.01% | |
| 23 | MDT | Medtronic plc | Stock-Healthcare | 1.15% | -0.15% | — | |
| 24 | FLS | Flowserve CORP | Stock-Industrials | 0.99% | +0.04% | — | |
| 25 | TSLA | Tesla INC | Stock-Consumer Disc | 0.98% | -0.14% | +7.13% | |
| 26 | USMV | Ishares Msci USA Min Vol Fac | ETF-Other | 0.87% | — | — | |
| 27 | DIS | Walt Disney Co/the | Stock-Comm Services | 0.77% | -0.16% | — | |
| 28 | CRM | Salesforce INC | Stock-Tech | 0.68% | +0.68% | NEW | |
| 29 | VRT | Vertiv Holdings Co-a | Stock-Industrials | 0.66% | +0.66% | NEW | |
| 30 | ARM | Arm Holdings Plc-adr | Stock-Tech | 0.65% | +0.65% | NEW | |
| 31 | ABNB | Airbnb Inc-class A | Stock-Consumer Disc | 0.64% | — | — | |
| 32 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.62% | — | — | |
| 33 | KMB | Kimberly-clark CORP | Stock-Consumer Staples | 0.57% | — | — | |
| 34 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 0.57% | -0.14% | -1.34% | |
| 35 | HUM | Humana INC | Stock-Healthcare | 0.55% | -0.27% | — | |
| 36 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.54% | — | — | |
| 37 | MRVL | Marvell Technology INC | Stock-Tech | 0.54% | +0.54% | NEW | |
| 38 | CAT | Caterpillar INC | Stock-Industrials | 0.52% | +0.52% | NEW | |
| 39 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.49% | +0.44% | +813.46% | |
| 40 | HYG | Ishr Ibx Usd Hiyld Cb Etf-ui | ETF-High Yield | 0.49% | — | — | |
| 41 | LQD | Ishr Ibx Usd Invgd Cb Etf-ui | ETF-Corp Bonds | 0.46% | — | — | |
| 42 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | +0.09% | +34.54% | |
| 43 | DE | Deere & Co | Stock-Industrials | 0.43% | +0.13% | +21.77% | |
| 44 | ANET | Arista Networks INC | Stock-Tech | 0.42% | +0.42% | NEW | |
| 45 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.42% | — | — | |
| 46 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.42% | — | — | |
| 47 | CEG | Constellation Energy | Stock-Utilities | 0.39% | +0.39% | NEW | |
| 48 | PANW | Palo Alto Networks INC | Stock-Tech | 0.38% | +0.38% | NEW | |
| 49 | QCOM | Qualcomm INC | Stock-Tech | 0.38% | +0.33% | +994.15% | |
| 50 | PATH | Uipath INC - Class A | Stock-Tech | 0.32% | +0.32% | NEW |
Performance for Q3 2026
—
Performance Last 4 Quarters
—
Based on 45% of reported portfolio value with available pricing
| Period | Holdings | Total value | Stability | Top holdings |
|---|---|---|---|---|
| 2026-03-31 | 84 | $444.8M | 19 | |
| 2025-12-31 | 77 | $438.0M | 13 | |
| 2025-09-30 | 81 | $418.6M | 29 | |
| 2025-06-30 | 82 | $379.9M | 0 | |
| 2025-03-31 | 74 | $325.7M | 100 | |
| 2024-12-31 | 81 | $337.4M | 0 | |
| 2024-09-30 | 84 | $326.0M | 0 | |
| 2024-06-30 | 83 | $298.6M | 0 | |
| 2024-03-31 | 83 | $299.0M | 0 | |
| 2023-12-31 | 79 | $269.6M | 0 | |
| 2023-09-30 | 71 | $239.8M | 0 | |
| 2023-06-30 | 71 | $241.9M | 0 | |
| 2023-03-31 | 68 | $340.1M | 0 | |
| 2022-12-31 | 67 | $329.7M | 0 | |
| 2022-09-30 | 70 | $314.6M | 0 | |
| 2022-06-30 | 75 | $445.6M | 0 | |
| 2022-03-31 | 81 | $540.6M | 0 | |
| 2021-12-31 | 82 | $378.4M | 0 | |
| 2021-09-30 | 111 | $539.3M | 0 | |
| 2021-06-30 | 111 | $551.0M | 100 | |
| 2021-03-31 | 106 | $505.1M | 12 | |
| 2020-12-31 | 107 | $479.9M | 31 | |
| 2020-09-30 | 102 | $454.7M | 13 | |
| 2020-06-30 | 86 | $416.6M | 29 | |
| 2020-03-31 | 99 | $373.7M | 45 | |
| 2019-12-31 | 120 | $480.7M | 26 | |
| 2019-09-30 | 134 | $499.1M | 14 | |
| 2019-06-30 | 138 | $476.0M | 13 | |
| 2019-03-31 | 139 | $461.2M | 21 | |
| 2018-12-31 | 138 | $420.6M | 56 | |
| 2018-09-30 | 142 | $526.9M | 24 | |
| 2018-06-30 | 164 | $521.4M | 22 | |
| 2018-03-31 | 142 | $538.2M | 27 | |
| 2017-12-31 | 195 | $642.6M | 28 | |
| 2017-09-30 | 167 | $743.5M | 10 | |
| 2017-06-30 | 178 | $729.2M | 24 | |
| 2017-03-31 | 185 | $767.5M | 9 | |
| 2016-12-31 | 188 | $732.8M | 20 | |
| 2016-09-30 | 186 | $763.6M | 11 | |
| 2016-06-30 | 188 | $730.6M | 11 | |
| 2016-03-31 | 193 | $741.7M | 9 | |
| 2015-12-31 | 311 | $734.2M | — |
Mandatum Life Insurance Co Ltd's most significant position changes for 2026-03-31: Sold out: Ishares Core S&p Small-cap E (IJR); New buy: Salesforce INC (CRM); New buy: Vertiv Holdings Co-a (VRT); New buy: Arm Holdings Plc-adr (ARM); New buy: Marvell Technology INC (MRVL).
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | VOO | Vanguard S&p 500 ETF | +1.3% | +25.14% | Add |
| 2 | TSM | Taiwan Semiconductor-sp Adr | +0.4% | +813.46% | Add |
| 3 | IPAC | Ishares Core Msci Pacific Et | +0.4% | +8.81% | Add |
| 4 | CARR | Carrier Global CORP | +0.4% | +36.12% | Add |
| 5 | QCOM | Qualcomm INC | +0.3% | +994.15% | Add |
| 6 | IWM | Ishares Russell 2000 ETF | +0.3% | +20.37% | Add |
| 7 | ROK | Rockwell Automation INC | +0.2% | +26.86% | Add |
| 8 | TGT | Target CORP | +0.2% | — | Unchanged |
| 9 | MOO | Vaneck Agribusiness ETF | +0.2% | +5.01% | Add |
| 10 | DE | Deere & Co | +0.1% | +21.77% | Add |
| 11 | NVDA | Nvidia CORP | +0.1% | +34.54% | Add |
| 12 | TJX | Tjx Companies INC | 0% | — | Unchanged |
| 13 | FLS | Flowserve CORP | 0% | — | Unchanged |
| 14 | SBSW | Sibanye-stillwater Ltd-adr | -0.1% | -13.01% | Trim |
| 15 | STLA | Stellantis N.V. | -0.1% | — | Unchanged |
| 16 | C | Citigroup INC | -0.1% | — | Unchanged |
| 17 | GAP | Gap Inc/the | -0.1% | — | Unchanged |
| 18 | PLTR | Palantir Technologies Inc-a | -0.1% | -1.34% | Trim |
| 19 | TSLA | Tesla INC | -0.1% | +7.13% | Add |
| 20 | MDT | Medtronic plc | -0.2% | — | Unchanged |
| 21 | DIS | Walt Disney Co/the | -0.2% | — | Unchanged |
| 22 | V | Visa Inc-class A Shares | -0.2% | +1.19% | Add |
| 23 | BAC | Bank Of America CORP | -0.2% | — | Unchanged |
| 24 | JPM | Jpmorgan Chase & Co | -0.2% | — | Unchanged |
| 25 | MA | Mastercard INC - A | -0.2% | +1.02% | Add |
| 26 | HUM | Humana INC | -0.3% | — | Unchanged |
| 27 | GEHC | GE Healthcare Technology | -0.3% | — | Unchanged |
| 28 | GOOGL | Alphabet Inc-cl A | -0.5% | -5.88% | Trim |
| 29 | MSFT | Microsoft CORP | -0.6% | +0.22% | Add |
| 30 | META | Meta Platforms Inc-class A | -0.9% | -26.86% | Trim |
| 31 | MU | Micron Technology INC | -0.9% | -49.77% | Trim |
| 32 | IVV | Ishares Core S&p 500 ETF | -2.2% | +0.47% | Add |
| 33 | IJR | Ishares Core S&p Small-cap E | — | EXIT | Sold out |
| 34 | CRM | Salesforce INC | — | NEW | New buy |
| 35 | VRT | Vertiv Holdings Co-a | — | NEW | New buy |
| 36 | ARM | Arm Holdings Plc-adr | — | NEW | New buy |
| 37 | MRVL | Marvell Technology INC | — | NEW | New buy |
| 38 | CAT | Caterpillar INC | — | NEW | New buy |
| 39 | ANET | Arista Networks INC | — | NEW | New buy |
| 40 | CEG | Constellation Energy | — | NEW | New buy |
| 41 | PANW | Palo Alto Networks INC | — | NEW | New buy |
| 42 | PATH | Uipath INC - Class A | — | NEW | New buy |
| 43 | IREN | Iren LTD F | — | NEW | New buy |
| 44 | ZETA | Zeta Global Holdings Corp-a | — | NEW | New buy |
| 45 | MDB | Mongodb INC | — | NEW | New buy |
| 46 | IJS | Ishares S&p Small-cap 600 Va | — | EXIT | Sold out |
| 47 | IYH | Ishares U.s. Healthcare ETF | — | EXIT | Sold out |
| 48 | SE | Sea Ltd-adr | — | EXIT | Sold out |
| 49 | DASH | Doordash INC - A | — | EXIT | Sold out |
| 50 | ASML | ASML Holding N.V. | — | NEW | New buy |
| Period | Filed | Type | EDGAR |
|---|---|---|---|
| 2026-03-31 | 2026-05-05 | 13F-HR | View on EDGAR |
| 2025-12-31 | 2026-02-11 | 13F-HR | View on EDGAR |
| 2025-09-30 | 2025-11-06 | 13F-HR | View on EDGAR |
| 2025-06-30 | 2025-07-11 | 13F-HR | View on EDGAR |
| 2025-03-31 | 2025-05-05 | 13F-HR | View on EDGAR |
| 2024-12-31 | 2025-01-16 | 13F-HR | View on EDGAR |
| 2024-09-30 | 2024-10-21 | 13F-HR | View on EDGAR |
| 2024-06-30 | 2024-08-01 | 13F-HR | View on EDGAR |
| 2024-03-31 | 2024-05-08 | 13F-HR | View on EDGAR |
| 2023-12-31 | 2024-02-09 | 13F-HR | View on EDGAR |
| 2023-09-30 | 2023-10-24 | 13F-HR | View on EDGAR |
| 2023-06-30 | 2023-07-27 | 13F-HR | View on EDGAR |
| 2023-03-31 | 2023-05-09 | 13F-HR | View on EDGAR |
| 2022-12-31 | 2023-02-09 | 13F-HR | View on EDGAR |
| 2022-09-30 | 2022-10-26 | 13F-HR | View on EDGAR |
| 2022-06-30 | 2022-07-27 | 13F-HR | View on EDGAR |
| 2022-03-31 | 2022-05-09 | 13F-HR | View on EDGAR |
| 2021-12-31 | 2022-02-09 | 13F-HR | View on EDGAR |
| 2021-09-30 | 2021-11-08 | 13F-HR | View on EDGAR |
| 2021-06-30 | 2021-07-14 | 13F-HR | View on EDGAR |
| 2021-03-31 | 2021-05-11 | 13F-HR | View on EDGAR |
| 2020-12-31 | 2021-02-10 | 13F-HR | View on EDGAR |
| 2020-09-30 | 2020-11-10 | 13F-HR | View on EDGAR |
| 2020-06-30 | 2020-08-13 | 13F-HR | View on EDGAR |
| 2020-03-31 | 2020-05-08 | 13F-HR | View on EDGAR |
| 2019-12-31 | 2020-02-11 | 13F-HR | View on EDGAR |
| 2019-09-30 | 2019-11-08 | 13F-HR | View on EDGAR |
| 2019-06-30 | 2019-08-15 | 13F-HR | View on EDGAR |
| 2019-03-31 | 2019-05-13 | 13F-HR | View on EDGAR |
| 2018-12-31 | 2019-02-14 | 13F-HR | View on EDGAR |
| 2018-09-30 | 2018-11-13 | 13F-HR | View on EDGAR |
| 2018-06-30 | 2018-08-13 | 13F-HR | View on EDGAR |
| 2018-03-31 | 2018-05-04 | 13F-HR | View on EDGAR |
| 2017-12-31 | 2018-02-02 | 13F-HR | View on EDGAR |
| 2017-09-30 | 2017-11-09 | 13F-HR | View on EDGAR |
| 2017-06-30 | 2017-07-18 | 13F-HR | View on EDGAR |
| 2017-03-31 | 2017-05-09 | 13F-HR | View on EDGAR |
| 2016-12-31 | 2017-02-10 | 13F-HR | View on EDGAR |
| 2016-09-30 | 2016-11-10 | 13F-HR | View on EDGAR |
| 2016-06-30 | 2016-08-12 | 13F-HR | View on EDGAR |
| 2016-03-31 | 2016-05-11 | 13F-HR | View on EDGAR |
| 2015-12-31 | 2016-02-10 | Amendment | View on EDGAR |
| 2015-12-31 | 2016-02-10 | 13F-HR | View on EDGAR |
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