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Alecta Tjanstepension Omsesidigt Top Holdings and 13F Report (2026)

About Alecta Tjanstepension Omsesidigt

Investment Activity

  • Alecta Tjanstepension Omsesidigt has $23.77 billion in total holdings as of June 30, 2026.
  • Alecta Tjanstepension Omsesidigt owns shares of 91 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 10.76% of the portfolio was purchased this quarter.
  • About 8.85% of the portfolio was sold this quarter.
  • This quarter, Alecta Tjanstepension Omsesidigt has purchased 78 new stocks and bought additional shares in 24 stocks.
  • Alecta Tjanstepension Omsesidigt sold shares of 24 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$1,965,858,136
Alphabet
$1,953,046,788
Microsoft
$1,602,911,000
Amazon.com
$1,189,066,014
Broadcom
$972,046,824

Largest New Holdings this Quarter

17275R102 - Cisco Systems
$229,251,024 Holding
595112103 - Micron Technology
$208,425,651 Holding
191216100 - CocaCola
$197,470,130 Holding
747525103 - Qualcomm
$128,415,150 Holding
651639106 - Newmont
$50,735,725 Holding

Largest Purchases this Quarter

KLA
992,000 shares (about $298.78M)
Meta Platforms
460,300 shares (about $259.09M)
Cisco Systems
1,953,400 shares (about $229.25M)
Micron Technology
181,120 shares (about $208.43M)
CocaCola
2,431,000 shares (about $197.47M)

Largest Sales this Quarter

Advanced Micro Devices
763,900 shares (about $443.18M)
TJX Companies
1,578,000 shares (about $239.07M)
Walt Disney
2,274,400 shares (about $218.84M)
Texas Instruments
629,300 shares (about $187.49M)
Applied Materials
139,900 shares (about $101.15M)

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
NVIDIA Corporation stock logo
NVDA
NVIDIA
$1,965,858,136$26,608,032 â–²1.4%9,841,1008.3%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,953,046,788$61,664,262 â–¼-3.1%5,469,8008.2%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,602,911,0000.0%4,300,0006.7%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,189,066,014$19,340,216 â–¼-1.6%4,992,3005.0%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$972,046,824$37,402,368 â–²4.0%2,578,1004.1%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$767,823,0400.0%2,656,0003.2%Computer and Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$613,820,640$259,093,664 â–²73.0%1,090,5002.6%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$608,755,600$135,526,240 â–²28.6%1,860,5002.6%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$557,881,856$443,184,224 â–¼-44.3%961,6002.3%Computer and Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$531,766,500$101,147,700 â–¼-16.0%735,5002.2%Computer and Technology
Visa Inc. stock logo
V
Visa
$510,116,510$27,886,826 â–²5.8%1,489,0002.1%Business Services
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$507,672,720$187,487,349 â–¼-27.0%1,704,0002.1%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$505,744,8100.0%421,7002.1%Medical
Amphenol Corporation stock logo
APH
Amphenol
$481,804,092$78,043,658 â–¼-13.9%2,732,4002.0%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$366,420,838$24,089,402 â–¼-6.2%923,3001.5%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$358,717,290$298,780,480 â–²498.5%1,191,0001.5%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$350,097,4400.0%1,393,7001.5%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$349,115,0000.0%1,025,0001.5%Computer and Technology
Netflix, Inc. stock logo
NFLX
Netflix
$304,036,2000.0%4,260,0001.3%Consumer Discretionary
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$301,191,848$239,067,000 â–¼-44.3%1,988,0651.3%Retail/Wholesale
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$282,657,780$61,337,358 â–²27.7%5,017,0001.2%Finance
Intel Corporation stock logo
INTC
Intel
$280,319,1040.0%2,009,6001.2%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$277,442,4380.0%540,3601.2%Business Services
Spotify Technology stock logo
SPOT
Spotify Technology
$272,198,8600.0%593,0001.1%Computer and Technology
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$271,863,150$30,335,499 â–²12.6%1,105,0001.1%Finance
The Progressive Corporation stock logo
PGR
Progressive
$238,198,050$86,557,950 â–²57.1%1,091,4001.0%Finance
Caterpillar Inc. stock logo
CAT
Caterpillar
$233,755,416$30,762,894 â–¼-11.6%219,6001.0%Industrials
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$229,251,024$229,251,024 â–²New Holding1,953,4001.0%Computer and Technology
Bank of America Corporation stock logo
BAC
Bank of America
$227,982,2400.0%4,003,2001.0%Finance
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$221,381,550$28,326,870 â–²14.7%533,0000.9%Medical
WAL-MART STORES, INC.
$217,334,043$26,800,497 â–²14.1%1,921,1000.9%COM
Cintas Corporation stock logo
CTAS
Cintas
$216,898,7750.0%1,275,5000.9%Business Services
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$216,653,276$62,474,160 â–²40.5%853,1000.9%Medical
Synopsys, Inc. stock logo
SNPS
Synopsys
$216,155,4370.0%484,8600.9%Computer and Technology
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$210,598,1170.0%1,640,3000.9%Medical
Micron Technology, Inc. stock logo
MU
Micron Technology
$208,425,651$208,425,651 â–²New Holding181,1200.9%Computer and Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$207,611,695$59,681,832 â–¼-22.3%993,5000.9%Finance
CocaCola Company (The) stock logo
KO
CocaCola
$197,470,130$197,470,130 â–²New Holding2,431,0000.8%Consumer Staples
S&P Global Inc. stock logo
SPGI
S&P Global
$186,036,036$9,386,434 â–¼-4.8%483,6000.8%Finance
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$180,635,018$23,564,856 â–¼-11.5%364,8750.8%Computer and Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$178,245,640$1,902,622 â–²1.1%356,0000.7%Medical
AMETEK, Inc. stock logo
AME
AMETEK
$176,624,1680.0%730,3650.7%Computer and Technology
Stryker Corporation stock logo
SYK
Stryker
$172,500,8360.0%547,9000.7%Medical
LINDE PLC
$160,367,262$38,755,854 â–¼-19.5%309,1000.7%SHS
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$155,233,240$75,839,854 â–²95.5%166,0000.7%Retail/Wholesale
Oracle Corporation stock logo
ORCL
Oracle
$151,782,7500.0%1,035,0000.6%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$145,922,256$13,919,380 â–²10.5%1,609,2000.6%Medical
ServiceNow, Inc. stock logo
NOW
ServiceNow
$144,874,6380.0%1,459,4000.6%Computer and Technology
Dollar General Corporation stock logo
DG
Dollar General
$139,697,496$71,103,447 â–²103.7%1,213,6000.6%Retail/Wholesale
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$137,808,500$69,941,025 â–²103.1%1,502,0000.6%Finance
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$133,002,390$10,714,437 â–²8.8%3,117,0000.6%Medical
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$129,116,343$28,842,240 â–²28.8%286,5050.5%Retail/Wholesale
Salesforce Inc. stock logo
CRM
Salesforce
$128,624,1260.0%821,0400.5%Computer and Technology
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$128,415,150$128,415,150 â–²New Holding695,0000.5%Computer and Technology
Danaher Corporation stock logo
DHR
Danaher
$123,111,539$44,228,044 â–¼-26.4%646,9000.5%Medical
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$118,469,900$13,556,455 â–²12.9%298,0000.5%Medical
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$114,613,396$46,119,179 â–²67.3%117,2000.5%Industrials
Trane Technologies plc stock logo
TT
Trane Technologies
$112,630,8120.0%229,4000.5%Construction
COOPER COS INC/THE
$112,082,7300.0%1,563,0000.5%COM
McKesson Corporation stock logo
MCK
McKesson
$105,305,7600.0%139,5000.4%Medical
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$104,648,225$10,808,255 â–²11.5%1,325,5000.4%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$102,824,8180.0%814,3250.4%Medical
Ecolab Inc. stock logo
ECL
Ecolab
$100,339,947$33,056,763 â–¼-24.8%360,3000.4%Basic Materials
Booking Holdings Inc. stock logo
BKNG
Booking
$91,605,080$87,024,826 â–²1,900.0%514,0000.4%Retail/Wholesale
IDEX Corporation stock logo
IEX
IDEX
$86,066,805$45,244,605 â–¼-34.5%379,5000.4%Industrials
The Walt Disney Company stock logo
DIS
Walt Disney
$83,663,290$218,842,768 â–¼-72.3%869,5000.4%Consumer Discretionary
Accenture PLC stock logo
ACN
Accenture
$78,372,0000.0%630,0000.3%Computer and Technology
The Home Depot, Inc. stock logo
HD
Home Depot
$77,193,312$65,672,448 â–¼-46.0%219,1000.3%Retail/Wholesale
Insulet Corporation stock logo
PODD
Insulet
$71,461,456$11,433,224 â–²19.0%469,4000.3%Medical
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$66,965,896$96,256,714 â–¼-59.0%247,6000.3%Industrials
Intuit Inc. stock logo
INTU
Intuit
$66,599,7730.0%255,2400.3%Computer and Technology
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$65,870,7470.0%1,306,7000.3%Consumer Staples
Zoetis Inc. stock logo
ZTS
Zoetis
$63,412,5360.0%882,2000.3%Medical
Tractor Supply Company stock logo
TSCO
Tractor Supply
$53,827,440$15,619,880 â–¼-22.5%1,703,4000.2%Retail/Wholesale
Newmont Corporation stock logo
NEM
Newmont
$50,735,725$50,735,725 â–²New Holding543,5000.2%Basic Materials
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$49,894,9500.0%133,0000.2%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$44,033,2800.0%128,0000.2%Basic Materials
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$43,367,726$43,367,726 â–²New Holding689,8000.2%Basic Materials
Adobe Inc. stock logo
ADBE
Adobe
$40,568,2200.0%198,0000.2%Computer and Technology
NIKE, Inc. stock logo
NKE
NIKE
$36,200,769$50,056,600 â–¼-58.0%882,3000.2%Consumer Discretionary
CRH PLC
$35,259,795$35,259,795 â–²New Holding329,5000.1%CL A
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$31,340,400$20,908,524 â–¼-40.0%140,0000.1%Computer and Technology
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$30,765,011$30,765,011 â–²New Holding104,3200.1%Construction
Graco Inc. stock logo
GGG
Graco
$26,521,885$89,516,322 â–¼-77.1%350,8650.1%Industrials
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$23,598,750$23,598,750 â–²New Holding87,0000.1%Computer and Technology
Xylem Inc. stock logo
XYL
Xylem
$20,685,000$20,685,000 â–²New Holding175,0000.1%Business Services
Eaton Corporation, PLC stock logo
ETN
Eaton
$20,562,452$20,562,452 â–²New Holding51,0640.1%Industrials
Emerson Electric Co. stock logo
EMR
Emerson Electric
$20,562,117$20,562,117 â–²New Holding143,3000.1%Industrials
AMRIZE LTD
$14,593,932$14,593,932 â–²New Holding274,0130.1%SHS
MOBILITY GLOBAL INC
$11,186,160$11,186,160 â–²New Holding508,0000.0%COM
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$346,242$31,701,236 â–¼-98.9%1,9300.0%Business Services
U.S. Bancorp stock logo
USB
U.S. Bancorp
$0$76,986,000 â–¼-100.0%00.0%Finance

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