Holdings of Alecta Tjanstepension Omsesidigt
74 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 46.8 % of the equity sleeve
Sector breakdown
- Technology 40.8 %
- Communication 13.6 %
- Health care 12.9 %
- Financials 12.2 %
- Consumer discretionary 11.4 %
- Industrials 3.2 %
- Consumer staples 1.5 %
- Materials 0.8 %
- Unattributed 3.6 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 100.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 74 | 19.8B $ | 100.00 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 9,707,900 | 1.7B $ | |
| 2 | Alphabet Inc | 5,642,500 | 1.6B $ | |
| 3 | Microsoft Corp | 4,300,000 | 1.6B $ | |
| 4 | Amazon.com Inc | 5,073,500 | 1.1B $ | |
| 5 | Broadcom Inc | 2,478,900 | 766.8M $ | |
| 6 | Apple Inc | 2,656,000 | 673.7M $ | |
| 7 | TJX Cos Inc/The | 3,566,065 | 569.5M $ | |
| 8 | Texas Instruments Inc | 2,333,300 | 452.9M $ | |
| 9 | JPMorgan Chase & Co | 1,446,300 | 425.4M $ | |
| 10 | Visa Inc | 1,407,600 | 425.3M $ | |
| 11 | Netflix Inc | 4,260,000 | 409.6M $ | |
| 12 | Amphenol Corp | 3,175,000 | 401.1M $ | |
| 13 | Eli Lilly & Co | 421,700 | 388M $ | |
| 14 | Meta Platforms Inc | 630,200 | 360.5M $ | |
| 15 | Advanced Micro Devices Inc | 1,725,500 | 350.7M $ | |
| 16 | Analog Devices Inc | 984,000 | 312.8M $ | |
| 17 | AbbVie Inc | 1,393,700 | 303M $ | |
| 18 | Walt Disney Co/The | 3,143,900 | 302.9M $ | |
| 19 | Applied Materials Inc | 875,400 | 298.9M $ | |
| 20 | KLA Corp | 199,000 | 292.8M $ | |
| 21 | Mastercard Inc | 540,360 | 270M $ | |
| 22 | S&P Global Inc | 508,000 | 216M $ | |
| 23 | Cintas Corp | 1,275,500 | 215.7M $ | |
| 24 | Morgan Stanley | 1,279,100 | 210.4M $ | |
| 25 | Walmart Inc | 1,684,200 | 209.1M $ | |
| 26 | PNC Financial Services Group Inc/The | 981,700 | 204.2M $ | |
| 27 | Merck & Co Inc | 1,640,300 | 197.3M $ | |
| 28 | Bank of America Corp | 4,003,200 | 195.1M $ | |
| 29 | Synopsys Inc | 484,860 | 192.1M $ | |
| 30 | Fifth Third Bancorp | 3,928,300 | 182.5M $ | |
| 31 | Stryker Corp | 547,900 | 180M $ | |
| 32 | Boston Scientific Corp | 2,865,900 | 179.7M $ | |
| 33 | Caterpillar Inc | 248,500 | 176M $ | |
| 34 | Thermo Fisher Scientific Inc | 352,200 | 173.2M $ | |
| 35 | Danaher Corp | 879,300 | 166.6M $ | |
| 36 | Palo Alto Networks Inc | 1,025,000 | 164.3M $ | |
| 37 | Illinois Tool Works Inc | 603,500 | 157M $ | |
| 38 | AMETEK Inc | 730,365 | 156.5M $ | |
| 39 | Salesforce Inc | 821,040 | 153.2M $ | |
| 40 | ServiceNow Inc | 1,459,400 | 152.6M $ | |
| 41 | Oracle Corp | 1,035,000 | 152.2M $ | |
| 42 | Abbott Laboratories | 1,455,700 | 149.3M $ | |
| 43 | Johnson & Johnson | 607,100 | 148.4M $ | |
| 44 | Rockwell Automation Inc | 412,475 | 147.9M $ | |
| 45 | Progressive Corp/The | 694,800 | 137.7M $ | |
| 46 | Home Depot Inc/The | 405,500 | 133.3M $ | |
| 47 | Graco Inc | 1,535,100 | 130M $ | |
| 48 | Ecolab Inc | 479,000 | 127.4M $ | |
| 49 | UnitedHealth Group Inc | 464,800 | 125.7M $ | |
| 50 | Intuitive Surgical Inc | 263,900 | 121.7M $ | |
| 51 | McKesson Corp | 139,500 | 120.7M $ | |
| 52 | Ulta Beauty Inc | 222,505 | 116.2M $ | |
| 53 | Gilead Sciences Inc | 814,325 | 113.5M $ | |
| 54 | Cooper Cos Inc/The | 1,563,000 | 111.7M $ | |
| 55 | NIKE Inc | 2,102,300 | 111M $ | |
| 56 | Intuit Inc | 255,240 | 110.3M $ | |
| 57 | IDEX Corp | 579,000 | 109.7M $ | |
| 58 | Booking Holdings Inc | 25,700 | 108.1M $ | |
| 59 | Zoetis Inc | 882,200 | 104.2M $ | |
| 60 | Tractor Supply Co | 2,197,700 | 99.6M $ | |
| 61 | Intel Corp | 2,009,600 | 88.7M $ | |
| 62 | Estee Lauder Cos Inc/The | 1,188,600 | 85.3M $ | |
| 63 | Costco Wholesale Corp | 84,900 | 84.6M $ | |
| 64 | Insulet Corp | 394,300 | 82.7M $ | |
| 65 | US Bancorp | 1,480,500 | 77M $ | |
| 66 | Dollar General Corp | 595,900 | 70.7M $ | |
| 67 | KKR & Co Inc | 739,700 | 68.5M $ | |
| 68 | McCormick & Co Inc/MD | 1,306,700 | 65.9M $ | |
| 69 | Parker-Hannifin Corp | 70,040 | 62.6M $ | |
| 70 | Adobe Inc | 198,000 | 48.1M $ | |
| 71 | Automatic Data Processing Inc | 233,400 | 47.4M $ | |
| 72 | Sherwin-Williams Co/The | 128,000 | 41M $ | |
| 73 | Cadence Design Systems Inc | 133,000 | 36.9M $ | |
| 74 | Verisk Analytics Inc | 178,637 | 33.9M $ |