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Alecta Tjanstepension Omsesidigt Top Holdings and 13F Report (2025)

About Alecta Tjanstepension Omsesidigt

Investment Activity

  • Alecta Tjanstepension Omsesidigt has $17.85 billion in total holdings as of March 31, 2025.
  • Alecta Tjanstepension Omsesidigt owns shares of 65 different stocks, but just 32 companies or ETFs make up 80% of its holdings.
  • Approximately 10.96% of the portfolio was purchased this quarter.
  • About 11.50% of the portfolio was sold this quarter.
  • This quarter, Alecta Tjanstepension Omsesidigt has purchased 58 new stocks and bought additional shares in 20 stocks.
  • Alecta Tjanstepension Omsesidigt sold shares of 20 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

Microsoft
$1,676,029,320
Alphabet
$1,243,923,368
Amazon.com
$1,076,567,675
TJX Companies
$742,268,867
Amphenol
$717,659,544

Largest New Holdings this Quarter

46625H100 - JPMorgan Chase & Co.
$278,492,730 Holding
G54950103 - LINDE PLC
$233,405,280 Holding
91324P102 - UnitedHealth Group
$113,859,075 Holding
09857L108 - Booking
$88,330,176 Holding
617446448 - Morgan Stanley
$68,263,650 Holding

Largest Purchases this Quarter

JPMorgan Chase & Co.
1,135,500 shares (about $278.49M)
LINDE PLC
501,300 shares (about $233.41M)
NVIDIA
1,244,100 shares (about $135.31M)
UnitedHealth Group
217,500 shares (about $113.86M)
Apple
462,000 shares (about $102.58M)

Largest Sales this Quarter

Visa
1,629,100 shares (about $570.76M)
Thermo Fisher Scientific
430,800 shares (about $214.40M)
Alphabet
1,183,000 shares (about $182.82M)
TJX Companies
1,379,000 shares (about $167.88M)
Ecolab
634,300 shares (about $160.74M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofAlecta Tjanstepension Omsesidigt

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
Microsoft Co. stock logo
MSFT
Microsoft
$1,676,029,3200.0%4,471,2009.4%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,243,923,368$182,820,820 -12.8%8,049,2007.0%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,076,567,675$71,686,200 -6.2%5,658,7006.0%Retail/Wholesale
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$742,268,867$167,879,460 -18.4%6,097,1654.2%Retail/Wholesale
Amphenol Co. stock logo
APH
Amphenol
$717,659,544$137,083,100 -16.0%10,941,6004.0%Computer and Technology
NVIDIA Co. stock logo
NVDA
NVIDIA
$690,473,736$135,308,316 24.4%6,348,6003.9%Computer and Technology
Visa Inc. stock logo
V
Visa
$596,155,560$570,755,185 -48.9%1,701,6003.3%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$503,951,370$106,543,554 -17.5%2,803,0002.8%Computer and Technology
AMETEK, Inc. stock logo
AME
AMETEK
$452,219,276$8,637,412 -1.9%2,628,2652.5%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$447,851,1880.0%542,6002.5%Medical
Spotify Technology S.A. stock logo
SPOT
Spotify Technology
$424,982,204$83,081,710 -16.4%772,4002.4%Business Services
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$423,376,376$214,400,544 -33.6%850,7002.4%Medical
Netflix, Inc. stock logo
NFLX
Netflix
$420,649,248$68,057,170 -13.9%451,2002.4%Consumer Discretionary
The Walt Disney Company stock logo
DIS
Walt Disney
$361,109,592$8,881,200 2.5%3,659,4002.0%Consumer Discretionary
NIKE, Inc. stock logo
NKE
NIKE
$318,223,206$58,861,068 -15.6%5,010,6001.8%Consumer Discretionary
KLA Co. stock logo
KLAC
KLA
$316,078,290$28,530,600 9.9%465,3001.8%Computer and Technology
Danaher Co. stock logo
DHR
Danaher
$314,065,710$66,418,854 26.8%1,533,0001.8%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$306,689,1660.0%1,236,6001.7%Industrials
S&P Global Inc. stock logo
SPGI
S&P Global
$292,249,5000.0%575,0001.6%Business Services
Cintas Co. stock logo
CTAS
Cintas
$285,782,2060.0%1,390,6001.6%Business Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$278,492,730$278,492,730 New Holding1,135,5001.6%Finance
Boston Scientific Co. stock logo
BSX
Boston Scientific
$276,669,0660.0%2,743,1001.6%Medical
Analog Devices, Inc. stock logo
ADI
Analog Devices
$263,409,4320.0%1,306,4001.5%Computer and Technology
Broadcom Inc. stock logo
AVGO
Broadcom
$259,181,640$85,389,300 49.1%1,548,0001.5%Computer and Technology
Bank of America Co. stock logo
BAC
Bank of America
$259,150,600$81,671,350 46.0%6,207,2001.5%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$258,328,454$8,184,306 -3.1%1,000,5751.4%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$234,030,160$102,582,480 78.0%1,054,0001.3%Computer and Technology
LINDE PLC
$233,405,280$233,405,280 New Holding501,3001.3%SHS
AbbVie Inc. stock logo
ABBV
AbbVie
$219,744,6160.0%1,048,6001.2%Medical
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$192,918,560$52,297,200 37.2%1,328,0001.1%Computer and Technology
Ecolab Inc. stock logo
ECL
Ecolab
$191,425,914$160,737,963 -45.6%755,4001.1%Basic Materials
Tractor Supply stock logo
TSCO
Tractor Supply
$187,623,490$18,889,010 -9.1%3,407,0001.1%Retail/Wholesale
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$180,188,420$39,037,400 27.7%1,754,0001.0%Computer and Technology
Ulta Beauty, Inc. stock logo
ULTA
Ulta Beauty
$179,127,480$10,114,296 -5.3%488,8051.0%Retail/Wholesale
The Estée Lauder Companies Inc. stock logo
EL
Estée Lauder Companies
$171,183,7330.0%2,593,3001.0%Consumer Staples
Dollar General Co. stock logo
DG
Dollar General
$154,985,4560.0%1,762,4000.9%Retail/Wholesale
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$147,134,910$30,372,420 -17.1%1,640,3000.8%Medical
Graco Inc. stock logo
GGG
Graco
$146,107,5000.0%1,750,0000.8%Industrials
IDEX Co. stock logo
IEX
IDEX
$144,632,0000.0%800,0000.8%Industrials
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$141,071,584$49,828,904 -26.1%149,2000.8%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$134,736,0000.0%400,0000.8%Construction
U.S. Bancorp stock logo
USB
U.S. Bancorp
$130,006,800$31,868,550 32.5%3,080,0000.7%Finance
The PNC Financial Services Group, Inc. stock logo
PNC
The PNC Financial Services Group
$126,809,907$56,033,919 79.2%721,7000.7%Finance
ANSYS, Inc. stock logo
ANSS
ANSYS
$126,496,0000.0%400,0000.7%Computer and Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$122,591,040$30,004,800 32.4%286,0000.7%Computer and Technology
Oracle Co. stock logo
ORCL
Oracle
$116,453,400$91,289,400 362.8%833,0000.7%Computer and Technology
Accenture plc stock logo
ACN
Accenture
$116,142,120$64,003,050 122.8%372,0000.7%Computer and Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$113,859,075$113,859,075 New Holding217,5000.6%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$108,401,854$64,988,330 149.7%328,6000.6%Industrials
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$102,856,810$39,808,265 63.1%775,4000.6%Medical
Salesforce, Inc. stock logo
CRM
Salesforce
$95,221,650$52,304,850 121.9%355,0000.5%Computer and Technology
Zoetis Inc. stock logo
ZTS
Zoetis
$93,887,840$9,250,520 10.9%570,4000.5%Medical
Stryker Co. stock logo
SYK
Stryker
$93,724,996$28,028,166 42.7%251,8000.5%Medical
Booking Holdings Inc. stock logo
BKNG
Booking
$88,330,176$88,330,176 New Holding19,2000.5%Retail/Wholesale
Adobe Inc. stock logo
ADBE
Adobe
$75,915,1800.0%198,0000.4%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$75,162,780$20,273,792 -21.2%913,5000.4%Consumer Staples
COOPER COS INC/THE
$70,828,695$25,364,045 55.8%839,7000.4%COM
Morgan Stanley stock logo
MS
Morgan Stanley
$68,263,650$68,263,650 New Holding585,0000.4%Finance
Brown-Forman Co. stock logo
BF.B
Brown-Forman
$54,256,0000.0%1,600,0000.3%Consumer Staples
Insulet Co. stock logo
PODD
Insulet
$53,475,0820.0%203,8000.3%Medical
Intel Co. stock logo
INTC
Intel
$45,638,016$75,397,200 -62.3%2,009,6000.3%Computer and Technology
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$40,988,821$40,988,821 New Holding1,045,9000.2%Finance
Walmart Inc. stock logo
WMT
Walmart
$39,426,887$39,426,887 New Holding448,9000.2%Retail/Wholesale
Bath & Body Works, Inc. stock logo
BBWI
Bath & Body Works
$21,908,068$8,401,932 -27.7%722,8000.1%Retail/Wholesale
Polestar Automotive Holding UK PLC stock logo
PSNY
Polestar Automotive Holding UK
$3,071,2500.0%2,925,0000.0%Auto/Tires/Trucks

Showing largest 100 holdings. View all holdings.
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