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

About Alecta Tjanstepension Omsesidigt

Investment Activity

  • Alecta Tjanstepension Omsesidigt has $24.09 billion in total holdings as of September 30, 2026.
  • Alecta Tjanstepension Omsesidigt owns shares of 92 different stocks, but just 38 companies or ETFs make up 80% of its holdings.
  • Approximately 3.00% of the portfolio was purchased this quarter.
  • About 4.31% of the portfolio was sold this quarter.
  • This quarter, Alecta Tjanstepension Omsesidigt has purchased 91 new stocks and bought additional shares in 16 stocks.
  • Alecta Tjanstepension Omsesidigt sold shares of 36 stocks and completely divested from 0 stocks this quarter.

Largest Holdings

NVIDIA
$2,229,154,200
Microsoft
$2,128,535,000
Alphabet
$1,826,801,280
Amazon.com
$1,215,931,830
Broadcom
$884,746,800

Largest New Holdings this Quarter

775711104 - Rollins
$32,180,208 Holding

Largest Purchases this Quarter

Amphenol
1,967,600 shares (about $165.93M)
Micron Technology
117,000 shares (about $124.62M)
Morgan Stanley
248,000 shares (about $46.65M)
Emerson Electric
298,300 shares (about $46.24M)
UnitedHealth Group
119,900 shares (about $44.02M)

Largest Sales this Quarter

Microsoft
150,000 shares (about $76.94M)
Texas Instruments
271,000 shares (about $75.88M)
Bank of America
1,235,800 shares (about $67.24M)
Palo Alto Networks
158,000 shares (about $62.77M)
Cintas
314,600 shares (about $61.36M)

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
$2,229,154,200$17,372,108 ▼-0.8%9,765,0009.3%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$2,128,535,000$76,935,000 ▼-3.5%4,150,0008.8%Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,826,801,280$55,685,088 ▼-3.0%5,308,0007.6%Communication Services
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,215,931,830$27,650,100 ▼-2.2%4,881,3005.0%Consumer Discretionary
Broadcom Inc. stock logo
AVGO
Broadcom
$884,746,800$20,398,329 ▼-2.3%2,520,0003.7%Technology
Apple Inc. stock logo
AAPL
Apple
$884,527,6800.0%2,656,0003.7%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$789,246,080$1,813,525 ▼-0.2%1,088,0003.3%Communication Services
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$615,509,2150.0%1,860,5002.6%Finance
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$567,685,440$20,554,128 ▼-3.5%928,0002.4%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$488,876,8100.0%421,7002.0%Healthcare
Visa Inc. stock logo
V
Visa
$475,656,428$59,519,952 ▼-11.1%1,323,4002.0%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$401,225,670$75,877,290 ▼-15.9%1,433,0001.7%Technology
Amphenol Corporation stock logo
APH
Amphenol
$396,351,000$165,927,708 ▲72.0%4,700,0001.6%Technology
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$365,096,760$10,993,810 ▼-2.9%714,0001.5%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$354,828,300$9,972,675 ▼-2.7%1,355,6001.5%Healthcare
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$344,467,770$62,774,980 ▼-15.4%867,0001.4%Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$334,789,480$31,455,931 ▼-8.6%844,0001.4%Technology
Micron Technology, Inc. stock logo
MU
Micron Technology
$317,530,593$124,617,870 ▲64.6%298,1201.3%Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$305,981,859$42,821,695 ▲16.3%2,311,5651.3%Consumer Discretionary
Mastercard Incorporated stock logo
MA
Mastercard
$297,976,1180.0%540,3601.2%Finance
Netflix, Inc. stock logo
NFLX
Netflix
$296,410,8000.0%4,260,0001.2%Communication Services
Spotify Technology stock logo
SPOT
Spotify Technology
$269,454,780$19,490,400 ▼-6.7%553,0001.1%Communication Services
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$243,881,586$9,878,274 ▼-3.9%4,821,7001.0%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$241,889,321$15,894,600 ▲7.0%913,1001.0%Healthcare
Intel Corporation stock logo
INTC
Intel
$241,433,3440.0%2,009,6001.0%Technology
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$239,705,706$44,020,086 ▲22.5%652,9001.0%Healthcare
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$238,384,7990.0%1,640,3001.0%Healthcare
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$235,573,374$10,023,926 ▼-4.1%1,059,9001.0%Finance
Morgan Stanley stock logo
MS
Morgan Stanley
$233,538,565$46,651,280 ▲25.0%1,241,5001.0%Finance
KLA Corporation stock logo
KLAC
KLA
$232,161,6300.0%1,191,0001.0%Technology
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$230,097,936$10,262,584 ▼-4.3%340,8001.0%Healthcare
The Progressive Corporation stock logo
PGR
Progressive
$226,301,7900.0%1,091,4000.9%Finance
ServiceNow, Inc. stock logo
NOW
ServiceNow
$217,015,794$21,441,600 ▲11.0%1,619,4000.9%Technology
Synopsys, Inc. stock logo
SNPS
Synopsys
$210,817,1280.0%484,8600.9%Technology
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$210,224,9080.0%1,953,4000.9%Technology
Salesforce Inc. stock logo
CRM
Salesforce
$207,999,603$19,513,450 ▲10.4%906,0400.9%Technology
WAL-MART STORES, INC.
$199,640,7120.0%1,921,1000.8%COM
S&P Global Inc. stock logo
SPGI
S&P Global
$190,881,7560.0%483,6000.8%Finance
Cintas Corporation stock logo
CTAS
Cintas
$187,423,545$61,362,730 ▼-24.7%960,9000.8%Industrials
AMETEK, Inc. stock logo
AME
AMETEK
$180,955,2320.0%730,3650.8%Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$178,816,457$19,811,405 ▲12.5%1,809,7000.7%Healthcare
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$167,881,824$41,378,656 ▼-19.8%1,950,3000.7%Consumer Staples
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$156,360,1040.0%286,5050.6%Consumer Discretionary
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$155,882,772$34,721,932 ▲28.7%383,4000.6%Healthcare
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$151,121,4200.0%166,0000.6%Consumer Staples
Bank of America Corporation stock logo
BAC
Bank of America
$150,574,234$67,239,878 ▼-30.9%2,767,4000.6%Finance
Dollar General Corporation stock logo
DG
Dollar General
$145,122,2880.0%1,213,6000.6%Consumer Staples
Danaher Corporation stock logo
DHR
Danaher
$143,346,5710.0%646,9000.6%Healthcare
Oracle Corporation stock logo
ORCL
Oracle
$142,126,2000.0%1,035,0000.6%Technology
Stryker Corporation stock logo
SYK
Stryker
$140,701,860$10,189,800 ▼-6.8%510,9000.6%Healthcare
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$137,132,6000.0%1,502,0000.6%Finance
LINDE PLC
$136,459,000$10,252,224 ▼-7.0%287,5000.6%SHS
Caterpillar Inc. stock logo
CAT
Caterpillar
$136,341,238$41,664,326 ▼-23.4%168,2000.6%Industrials
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$127,914,7500.0%695,0000.5%Technology
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$122,953,3800.0%1,325,5000.5%Consumer Staples
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$121,342,5680.0%814,3250.5%Healthcare
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$120,964,545$37,872,840 ▼-23.8%277,8750.5%Industrials
McKesson Corporation stock logo
MCK
McKesson
$119,227,8600.0%139,5000.5%Healthcare
Accenture PLC stock logo
ACN
Accenture
$115,529,4000.0%630,0000.5%Technology
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$111,990,4600.0%117,2000.5%Industrials
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$111,507,640$24,580,580 ▼-18.1%2,554,0000.5%Healthcare
Ecolab Inc. stock logo
ECL
Ecolab
$94,002,238$5,000,996 ▼-5.1%342,1000.4%Materials
Trane Technologies plc stock logo
TT
Trane Technologies
$93,465,328$10,214,296 ▼-9.9%206,8000.4%Industrials
IDEX Corporation stock logo
IEX
IDEX
$86,526,0000.0%379,5000.4%Industrials
Booking Holdings Inc. stock logo
BKNG
Booking
$83,730,6000.0%514,0000.3%Consumer Discretionary
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$76,917,960$33,012,000 ▲75.2%233,0000.3%Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$68,663,595$22,555,650 ▼-24.7%654,5000.3%Communication Services
Emerson Electric Co. stock logo
EMR
Emerson Electric
$68,452,416$46,239,483 ▲208.2%441,6000.3%Industrials
Tractor Supply Company stock logo
TSCO
Tractor Supply
$67,242,210$13,942,824 ▲26.2%2,149,0000.3%Consumer Discretionary
Newmont Corporation stock logo
NEM
Newmont
$62,681,8550.0%543,5000.3%Materials
Insulet Corporation stock logo
PODD
Insulet
$61,233,2300.0%469,4000.3%Healthcare
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$51,194,244$9,410,502 ▼-15.5%1,103,8000.2%Consumer Staples
The Home Depot, Inc. stock logo
HD
Home Depot
$51,060,570$11,264,616 ▼-18.1%179,5000.2%Consumer Discretionary
Freeport-McMoRan Inc. stock logo
FCX
Freeport-McMoRan
$48,265,3060.0%689,8000.2%Materials
Adobe Inc. stock logo
ADBE
Adobe
$47,510,1000.0%198,0000.2%Technology
Xylem Inc. stock logo
XYL
Xylem
$44,165,250$26,446,500 ▲149.3%436,2000.2%Industrials
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$44,017,186$19,680,390 ▼-30.9%171,1000.2%Industrials
Eaton Corporation, PLC stock logo
ETN
Eaton
$43,380,943$21,438,232 ▲97.7%100,9540.2%Industrials
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$41,378,5600.0%128,0000.2%Materials
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$36,127,0000.0%140,0000.1%Industrials
Intuit Inc. stock logo
INTU
Intuit
$34,529,920$35,842,300 ▼-50.9%125,2400.1%Technology
COOPER COS INC/THE
$33,296,170$55,060,220 ▼-62.3%589,0000.1%COM
Zoetis Inc. stock logo
ZTS
Zoetis
$32,703,688$28,891,516 ▼-46.9%468,4000.1%Healthcare
Rollins, Inc. stock logo
ROL
Rollins
$32,180,208$32,180,208 ▲New Holding1,068,4000.1%Industrials
NIKE, Inc. stock logo
NKE
NIKE
$31,215,7740.0%882,3000.1%Consumer Discretionary
Credo Technology Group Holding Ltd. stock logo
CRDO
Credo Technology Group
$30,536,500$13,615,000 ▲80.5%157,0000.1%Technology
CRH PLC
$27,276,0100.0%329,5000.1%CL A
Vulcan Materials Company stock logo
VMC
Vulcan Materials
$25,530,2340.0%104,3200.1%Materials
AMRIZE LTD
$10,245,3460.0%274,0130.0%SHS
MOBILITY GLOBAL INC
$8,298,576$418,704 ▼-4.8%483,6000.0%COM
Graco Inc. stock logo
GGG
Graco
$1,129,695$25,834,280 ▼-95.8%14,7000.0%Industrials
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$323,9500.0%1,9300.0%Industrials

Showing largest 100 holdings. View all holdings.
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