Alecta-Tjanstepension-Omsesidigt

AI_NATIVE detailed information: This accession holds the following tickers:[
  "ACN",
  "ABT",
  "ABBV",
  "ADBE",
  "GOOGL",
  "CAT",
  "AVGO",
  "BSX",
  "FITB",
  "ITW",
  "AMAT",
  "BKNG",
  "LIN",
  "PODD",
  "MSFT",
  "MS",
  "ANSS",
  "DG",
  "KLAC",
  "ORCL",
  "PNC",
  "UNH",
  "AAPL",
  "ECL",
  "NVDA",
  "INTC",
  "MRK",
  "MKC",
  "ROK",
  "SPGI",
  "SYK",
  "SNPS",
  "TXN",
  "TMO",
  "TJX",
  "PSNY",
  "TSCO",
  "ULTA",
  "GGG",
  "TT",
  "APH",
  "AMD",
  "EL",
  "IEX",
  "AMZN",
  "USB",
  "V",
  "WMT",
  "CRM",
  "SPOT",
  "AME",
  "BAC",
  "BBWI",
  "BF-B",
  "CTAS",
  "COO",
  "COST",
  "DHR",
  "ADI",
  "NKE",
  "DIS",
  "LLY",
  "NFLX",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-06
Total Holdings: 65
Total Value: 17847568524
Accession Number: 0001062993-25-008542
Form Type: 13F-HR
CIK: alecta-tjanstepension-omsesidigt
Manager Name: Alecta-Tjanstepension-Omsesidigt

Data Enrichment

100% identified

65 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

65 positions • $17.8B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

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JPMORGAN CHASE & CO

JPM|46625H100

Shares:1.1M

Value:$278.5M

% of Portfolio:1.6% ($278.5M/$17.8B)

BOSTON SCIENTIFIC CORP

BSX|101137107

Shares:2.7M

Value:$276.7M

% of Portfolio:1.6% ($276.7M/$17.8B)

ANALOG DEVICES INC

ADI|032654105

Shares:1.3M

Value:$263.4M

% of Portfolio:1.5% ($263.4M/$17.8B)

Broadcom Inc.

AVGO|11135F101

Shares:1.5M

Value:$259.2M

% of Portfolio:1.5% ($259.2M/$17.8B)

BANK OF AMERICA CORP /DE/

BAC|060505104

Shares:6.2M

Value:$259.2M

% of Portfolio:1.5% ($259.2M/$17.8B)

ROCKWELL AUTOMATION, INC

ROK|773903109

Shares:1.0M

Value:$258.3M

% of Portfolio:1.4% ($258.3M/$17.8B)

Apple Inc.

AAPL|037833100

Shares:1.1M

Value:$234.0M

% of Portfolio:1.3% ($234.0M/$17.8B)

LINDE PLC

LIN|G54950103

Shares:501.3K

Value:$233.4M

% of Portfolio:1.3% ($233.4M/$17.8B)

AbbVie Inc.

ABBV|00287Y109

Shares:1.0M

Value:$219.7M

% of Portfolio:1.2% ($219.7M/$17.8B)

APPLIED MATERIALS INC /DE

AMAT|038222105

Shares:1.3M

Value:$192.9M

% of Portfolio:1.1% ($192.9M/$17.8B)

ECOLAB INC.

ECL|278865100

Shares:755.4K

Value:$191.4M

% of Portfolio:1.1% ($191.4M/$17.8B)

TRACTOR SUPPLY CO /DE/

TSCO|892356106

Shares:3.4M

Value:$187.6M

% of Portfolio:1.1% ($187.6M/$17.8B)

ADVANCED MICRO DEVICES INC

AMD|007903107

Shares:1.8M

Value:$180.2M

% of Portfolio:1.0% ($180.2M/$17.8B)

Ulta Beauty, Inc.

ULTA|90384S303

Shares:488.8K

Value:$179.1M

% of Portfolio:1.0% ($179.1M/$17.8B)

ESTEE LAUDER COMPANIES INC

EL|518439104

Shares:2.6M

Value:$171.2M

% of Portfolio:1.0% ($171.2M/$17.8B)

DOLLAR GENERAL CORP

DG|256677105

Shares:1.8M

Value:$155.0M

% of Portfolio:0.9% ($155.0M/$17.8B)

Merck & Co., Inc.

MRK|58933Y105

Shares:1.6M

Value:$147.1M

% of Portfolio:0.8% ($147.1M/$17.8B)

GRACO INC

GGG|384109104

Shares:1.8M

Value:$146.1M

% of Portfolio:0.8% ($146.1M/$17.8B)

IDEX CORP /DE/

IEX|45167R104

Shares:800.0K

Value:$144.6M

% of Portfolio:0.8% ($144.6M/$17.8B)

COSTCO WHOLESALE CORP /NEW

COST|22160K105

Shares:149.2K

Value:$141.1M

% of Portfolio:0.8% ($141.1M/$17.8B)

Instrument	Shares		Other Manager	Value	% of Portfolio
JPMORGAN CHASE & CO(JPMcusip46625H100)	1.1M	QoQ NEW(+1.1M) YoY NEW(+1.1M)	All Managers (Combined)	$278.5M	1.6% ($278.5M/$17.8B)	QoQ NEW(+$278.5M) YoY NEW(+$278.5M)
BOSTON SCIENTIFIC CORP(BSXcusip101137107)	2.7M	QoQ 0.00% (+0) YoY +48.27% (+893.1K)	All Managers (Combined)	$276.7M	1.6% ($276.7M/$17.8B)	QoQ +12.89% (+$31.6M) YoY +118.38% (+$150.0M)
ANALOG DEVICES INC(ADIcusip032654105)	1.3M	QoQ 0.00% (-0) YoY +3.97% (+50.0K)	All Managers (Combined)	$263.4M	1.5% ($263.4M/$17.8B)	QoQ -5.09% (-$14.1M) YoY +6.01% (+$15.0M)
Broadcom Inc.(AVGOcusip11135F101)	1.5M	QoQ +49.13% (+510.0K) YoY NEW(+1.5M)	All Managers (Combined)	$259.2M	1.5% ($259.2M/$17.8B)	QoQ +7.72% (+$18.6M) YoY NEW(+$259.2M)
BANK OF AMERICA CORP /DE/(BACcusip060505104)	6.2M	QoQ +46.01% (+2.0M) YoY NEW(+6.2M)	All Managers (Combined)	$259.2M	1.5% ($259.2M/$17.8B)	QoQ +38.64% (+$72.2M) YoY NEW(+$259.2M)
ROCKWELL AUTOMATION, INC(ROKcusip773903109)	1.0M	QoQ -3.07% (-31.7K) YoY -8.47% (-92.6K)	All Managers (Combined)	$258.3M	1.4% ($258.3M/$17.8B)	QoQ -12.48% (-$36.9M) YoY -18.76% (-$59.7M)
Apple Inc.(AAPLcusip037833100)	1.1M	QoQ +78.04% (+462.0K) YoY NEW(+1.1M)	All Managers (Combined)	$234.0M	1.3% ($234.0M/$17.8B)	QoQ +57.88% (+$85.8M) YoY NEW(+$234.0M)
LINDE PLC(LINcusipG54950103)	501.3K	QoQ NEW(+501.3K) YoY NEW(+501.3K)	All Managers (Combined)	$233.4M	1.3% ($233.4M/$17.8B)	QoQ NEW(+$233.4M) YoY NEW(+$233.4M)
AbbVie Inc.(ABBVcusip00287Y109)	1.0M	QoQ 0.00% (+0) YoY NEW(+1.0M)	All Managers (Combined)	$219.7M	1.2% ($219.7M/$17.8B)	QoQ +17.86% (+$33.3M) YoY NEW(+$219.7M)
APPLIED MATERIALS INC /DE(AMATcusip038222105)	1.3M	QoQ +37.19% (+360.0K) YoY NEW(+1.3M)	All Managers (Combined)	$192.9M	1.1% ($192.9M/$17.8B)	QoQ +22.54% (+$35.5M) YoY NEW(+$192.9M)
ECOLAB INC.(ECLcusip278865100)	755.4K	QoQ -45.64% (-634.3K) YoY -54.38% (-900.8K)	All Managers (Combined)	$191.4M	1.1% ($191.4M/$17.8B)	QoQ -41.23% (-$134.3M) YoY -49.89% (-$190.6M)
TRACTOR SUPPLY CO /DE/(TSCOcusip892356106)	3.4M	QoQ -9.14% (-343.0K) YoY +354.26% (-2.7M)	All Managers (Combined)	$187.6M	1.1% ($187.6M/$17.8B)	QoQ -5.72% (-$11.4M) YoY -4.38% (-$8.6M)
ADVANCED MICRO DEVICES INC(AMDcusip007903107)	1.8M	QoQ +27.65% (+380.0K) YoY NEW(+1.8M)	All Managers (Combined)	$180.2M	1.0% ($180.2M/$17.8B)	QoQ +8.57% (+$14.2M) YoY NEW(+$180.2M)
Ulta Beauty, Inc.(ULTAcusip90384S303)	488.8K	QoQ -5.34% (-27.6K) YoY +8.28% (-37.4K)	All Managers (Combined)	$179.1M	1.0% ($179.1M/$17.8B)	QoQ -20.23% (-$45.4M) YoY -24.10% (-$56.9M)
ESTEE LAUDER COMPANIES INC(ELcusip518439104)	2.6M	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$171.2M	1.0% ($171.2M/$17.8B)	QoQ -11.92% (-$23.2M) YoY -57.14% (-$228.2M)
DOLLAR GENERAL CORP(DGcusip256677105)	1.8M	QoQ 0.00% (+0) YoY -14.54% (-300.0K)	All Managers (Combined)	$155.0M	0.9% ($155.0M/$17.8B)	QoQ +16.03% (+$21.4M) YoY -51.89% (-$167.2M)
Merck & Co., Inc.(MRKcusip58933Y105)	1.6M	QoQ -17.11% (-338.6K) YoY NEW(+1.6M)	All Managers (Combined)	$147.1M	0.8% ($147.1M/$17.8B)	QoQ -25.26% (-$49.7M) YoY NEW(+$147.1M)
GRACO INC(GGGcusip384109104)	1.8M	QoQ 0.00% (-0) YoY -2.77% (-50.0K)	All Managers (Combined)	$146.1M	0.8% ($146.1M/$17.8B)	QoQ -0.94% (-$1.4M) YoY -13.13% (-$22.1M)
IDEX CORP /DE/(IEXcusip45167R104)	800.0K	QoQ 0.00% (-0) YoY 0.00% (-0)	All Managers (Combined)	$144.6M	0.8% ($144.6M/$17.8B)	QoQ -13.66% (-$22.9M) YoY -25.88% (-$50.5M)
COSTCO WHOLESALE CORP /NEW(COSTcusip22160K105)	149.2K	QoQ -26.10% (-52.7K) YoY -46.71% (-130.8K)	All Managers (Combined)	$141.1M	0.8% ($141.1M/$17.8B)	QoQ -23.74% (-$43.9M) YoY -31.18% (-$63.9M)