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

About Alecta Tjanstepension Omsesidigt

Investment Activity

  • Alecta Tjanstepension Omsesidigt has $20.52 billion in total holdings as of March 31, 2026.
  • Alecta Tjanstepension Omsesidigt owns shares of 78 different stocks, but just 39 companies or ETFs make up 80% of its holdings.
  • Approximately 10.06% of the portfolio was purchased this quarter.
  • About 12.59% of the portfolio was sold this quarter.
  • This quarter, Alecta Tjanstepension Omsesidigt has purchased 73 new stocks and bought additional shares in 21 stocks.
  • Alecta Tjanstepension Omsesidigt sold shares of 29 stocks and completely divested from 1 stock this quarter.

Largest Holdings

NVIDIA
$1,692,086,970
Alphabet
$1,622,388,025
Microsoft
$1,591,516,000
Amazon.com
$1,056,607,110
Broadcom
$766,847,715

Largest New Holdings this Quarter

478160104 - Johnson & Johnson
$148,363,098 Holding
461202103 - Intuit
$110,330,042 Holding
48251W104 - KKR & Co. Inc.
$68,451,838 Holding
701094104 - Parker-Hannifin
$62,598,250 Holding
824348106 - Sherwin-Williams
$41,032,960 Holding

Largest Purchases this Quarter

NVIDIA
2,534,300 shares (about $441.73M)
Meta Platforms
450,200 shares (about $257.52M)
Mastercard
425,760 shares (about $212.74M)
Johnson & Johnson
607,100 shares (about $148.36M)
Broadcom
398,900 shares (about $123.40M)

Largest Sales this Quarter

Amphenol
3,515,000 shares (about $444.05M)
Applied Materials
773,600 shares (about $264.17M)
KLA
179,000 shares (about $263.35M)
Alphabet
653,500 shares (about $187.90M)
AMETEK
743,600 shares (about $159.34M)

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
$1,692,086,970$441,728,490 â–²35.3%9,707,9008.2%Computer and Technology
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,622,388,025$187,900,855 â–¼-10.4%5,642,5007.9%Computer and Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,591,516,0000.0%4,300,0007.8%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,056,607,110$45,879,678 â–²4.5%5,073,5005.1%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$766,847,715$123,399,715 â–²19.2%2,478,9003.7%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$673,694,4000.0%2,656,0003.3%Computer and Technology
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$569,536,241$150,702,356 â–¼-20.9%3,566,0652.8%Retail/Wholesale
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$452,893,530$48,466,770 â–¼-9.7%2,333,3002.2%Computer and Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$425,443,608$59,949,808 â–²16.4%1,446,3002.1%Finance
Visa Inc. stock logo
V
Visa
$425,306,3400.0%1,407,6002.1%Business Services
Netflix, Inc. stock logo
NFLX
Netflix
$409,599,0000.0%4,260,0002.0%Consumer Discretionary
Amphenol Corporation stock logo
APH
Amphenol
$401,097,750$444,049,950 â–¼-52.5%3,175,0002.0%Computer and Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$388,010,387$20,610,464 â–¼-5.0%421,7001.9%Medical
Meta Platforms, Inc. stock logo
META
Meta Platforms
$360,480,702$257,518,902 â–²250.1%630,2001.8%Computer and Technology
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$350,656,110$87,079,770 â–¼-19.9%1,725,5001.7%Computer and Technology
Analog Devices, Inc. stock logo
ADI
Analog Devices
$312,833,280$102,497,408 â–¼-24.7%984,0001.5%Computer and Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$303,032,191$10,849,757 â–²3.7%1,393,7001.5%Medical
The Walt Disney Company stock logo
DIS
Walt Disney
$302,946,204$71,932,740 â–¼-19.2%3,143,9001.5%Consumer Discretionary
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$298,931,592$264,168,928 â–¼-46.9%875,4001.5%Computer and Technology
KLA Corporation stock logo
KLAC
KLA
$292,774,770$263,350,170 â–¼-47.4%199,0001.4%Computer and Technology
Spotify Technology stock logo
SPOT
Spotify Technology
$287,338,1500.0%593,0001.4%Computer and Technology
Mastercard Incorporated stock logo
MA
Mastercard
$269,996,278$212,735,242 â–²371.5%540,3601.3%Business Services
S&P Global Inc. stock logo
SPGI
S&P Global
$216,037,1600.0%508,0001.1%Finance
Cintas Corporation stock logo
CTAS
Cintas
$215,674,295$19,462,259 â–¼-8.3%1,275,5001.1%Business Services
Morgan Stanley stock logo
MS
Morgan Stanley
$210,411,950$55,452,950 â–²35.8%1,279,1001.0%Finance
WAL-MART STORES, INC.
$209,143,956$50,466,752 â–²31.8%1,684,2001.0%COM
The PNC Financial Services Group, Inc stock logo
PNC
The PNC Financial Services Group
$204,193,6000.0%981,7001.0%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$197,311,6870.0%1,640,3001.0%Medical
Bank of America Corporation stock logo
BAC
Bank of America
$195,115,968$88,078,054 â–¼-31.1%4,003,2001.0%Finance
Synopsys, Inc. stock logo
SNPS
Synopsys
$192,130,624$7,093,054 â–²3.8%484,8600.9%Computer and Technology
LINDE PLC
$190,176,738$80,619,477 â–¼-29.8%383,8000.9%SHS
Fifth Third Bancorp stock logo
FITB
Fifth Third Bancorp
$182,469,535$26,039,870 â–²16.6%3,928,3000.9%Finance
Stryker Corporation stock logo
SYK
Stryker
$179,996,108$19,842,608 â–²12.4%547,9000.9%Medical
Boston Scientific Corporation stock logo
BSX
Boston Scientific
$179,749,248$7,702,016 â–²4.5%2,865,9000.9%Medical
Caterpillar Inc. stock logo
CAT
Caterpillar
$175,950,4250.0%248,5000.9%Industrials
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$173,162,652$61,801,662 â–¼-26.3%352,2000.8%Medical
Danaher Corporation stock logo
DHR
Danaher
$166,636,143$44,477,997 â–¼-21.1%879,3000.8%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$164,317,750$75,345,700 â–²84.7%1,025,0000.8%Computer and Technology
Illinois Tool Works Inc. stock logo
ITW
Illinois Tool Works
$157,042,770$54,698,244 â–¼-25.8%603,5000.8%Industrials
AMETEK, Inc. stock logo
AME
AMETEK
$156,502,612$159,338,608 â–¼-50.4%730,3650.8%Computer and Technology
Salesforce Inc. stock logo
CRM
Salesforce
$153,247,116$48,723,116 â–²46.6%821,0400.7%Computer and Technology
ServiceNow, Inc. stock logo
NOW
ServiceNow
$152,580,270$74,167,770 â–²94.6%1,459,4000.7%Computer and Technology
Oracle Corporation stock logo
ORCL
Oracle
$152,238,150$23,240,220 â–¼-13.2%1,035,0000.7%Computer and Technology
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$149,311,149$6,933,732 â–²4.9%1,455,7000.7%Medical
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$148,363,098$148,363,098 â–²New Holding607,1000.7%Medical
Rockwell Automation, Inc. stock logo
ROK
Rockwell Automation
$147,917,660$49,775,068 â–¼-25.2%412,4750.7%Computer and Technology
The Progressive Corporation stock logo
PGR
Progressive
$137,716,3080.0%694,8000.7%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$133,295,960$19,788,944 â–¼-12.9%405,5000.6%Retail/Wholesale
Graco Inc. stock logo
GGG
Graco
$130,022,970$18,202,030 â–¼-12.3%1,535,1000.6%Industrials
Ecolab Inc. stock logo
ECL
Ecolab
$127,375,6800.0%479,0000.6%Basic Materials
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$125,723,7520.0%464,8000.6%Medical
Accenture PLC stock logo
ACN
Accenture
$124,847,1000.0%630,0000.6%Computer and Technology
Intuitive Surgical, Inc. stock logo
ISRG
Intuitive Surgical
$121,694,846$23,564,254 â–²24.0%263,9000.6%Medical
McKesson Corporation stock logo
MCK
McKesson
$120,675,8700.0%139,5000.6%Medical
Ulta Beauty Inc. stock logo
ULTA
Ulta Beauty
$116,203,236$50,971,600 â–¼-30.5%222,5050.6%Retail/Wholesale
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$113,468,0460.0%814,3250.6%Medical
COOPER COS INC/THE
$111,707,6100.0%1,563,0000.5%COM
NIKE, Inc. stock logo
NKE
NIKE
$111,043,486$49,011,678 â–¼-30.6%2,102,3000.5%Consumer Discretionary
Intuit Inc. stock logo
INTU
Intuit
$110,330,042$110,330,042 â–²New Holding255,2400.5%Computer and Technology
IDEX Corporation stock logo
IEX
IDEX
$109,749,450$21,021,095 â–¼-16.1%579,0000.5%Industrials
Booking Holdings Inc. stock logo
BKNG
Booking
$108,095,742$27,339,390 â–²33.9%25,7000.5%Retail/Wholesale
Zoetis Inc. stock logo
ZTS
Zoetis
$104,187,8200.0%882,2000.5%Medical
Tractor Supply Company stock logo
TSCO
Tractor Supply
$99,555,810$9,399,750 â–¼-8.6%2,197,7000.5%Retail/Wholesale
Trane Technologies plc stock logo
TT
Trane Technologies
$95,611,626$71,104,374 â–¼-42.7%229,4000.5%Construction
Intel Corporation stock logo
INTC
Intel
$88,663,5520.0%2,009,6000.4%Computer and Technology
The Estee Lauder Companies Inc. stock logo
EL
Estee Lauder Companies
$85,258,278$15,952,752 â–²23.0%1,188,6000.4%Consumer Staples
Costco Wholesale Corporation stock logo
COST
Costco Wholesale
$84,580,776$22,714,272 â–¼-21.2%84,9000.4%Retail/Wholesale
Insulet Corporation stock logo
PODD
Insulet
$82,724,140$6,147,140 â–²8.0%394,3000.4%Medical
U.S. Bancorp stock logo
USB
U.S. Bancorp
$76,986,000$16,172,000 â–¼-17.4%1,480,5000.4%Finance
Dollar General Corporation stock logo
DG
Dollar General
$70,733,330$40,108,730 â–¼-36.2%595,9000.3%Retail/Wholesale
KKR & Co. Inc. stock logo
KKR
KKR & Co. Inc.
$68,451,838$68,451,838 â–²New Holding739,7000.3%Finance
McCormick & Company, Incorporated stock logo
MKC
McCormick & Company, Incorporated
$65,896,8810.0%1,306,7000.3%Consumer Staples
Parker-Hannifin Corporation stock logo
PH
Parker-Hannifin
$62,598,250$62,598,250 â–²New Holding70,0400.3%Industrials
Adobe Inc. stock logo
ADBE
Adobe
$48,115,9800.0%198,0000.2%Computer and Technology
Automatic Data Processing, Inc. stock logo
ADP
Automatic Data Processing
$47,412,8760.0%233,4000.2%Computer and Technology
The Sherwin-Williams Company stock logo
SHW
Sherwin-Williams
$41,032,960$41,032,960 â–²New Holding128,0000.2%Basic Materials
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$36,940,750$36,940,750 â–²New Holding133,0000.2%Computer and Technology
Verisk Analytics, Inc. stock logo
VRSK
Verisk Analytics
$33,880,2930.0%178,6370.2%Business Services
Brown-Forman Corporation stock logo
BF.B
Brown-Forman
$0$41,712,000 â–¼-100.0%00.0%Consumer Staples

Showing largest 100 holdings. View all holdings.
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