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Arbejdsmarkedets Tillaegspension

KONGENS VAENGE 8, HILLEROED 3400 • 004570111213

Q1 2026 · Filed 2026-05-04
Market Value
$4.0B
Holdings
192
New Purchases
26
Added To
97
Closed
24
Reduced
44
Top 10 Concentration
6.7%
Turnover
26.0%

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 22.9%
Industrials 20.3%
Technology 13.9%
Real Estate 7.6%
Consumer Defensive 7.4%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 21 $449M 11.2%
Large Cap 131 $2.7B 68.4%
Mid Cap 40 $815M 20.4%

Portfolio Analytics

Avg Market Cap
$168.6B
Median Market Cap
$27.2B
Avg P/E
21.0
Median P/E
18.7
Avg Dividend Yield
0.02%
Avg Beta
0.85
# Stocks
192
# ETFs / Funds
0

Top Holdings (192 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AEM 0.70% 138,082 $28M $202.98 $4M -1,796 -1.3%
2 NEM 0.69% 255,873 $28M $108.25 $3M +8,674 +3.5%
3 KGC 0.69% 907,471 $28M $30.52 $3M +43,147 +5.0%
4 ZM 0.67% 333,464 $27M $80.39 $4M +68,042 +25.6%
5 SPG 0.66% 142,125 $27M $186.53 $3M +13,658 +10.6%
6 HALO 0.66% 408,391 $26M $64.63 $1M +32,458 +8.6%
7 AVY 0.66% 152,704 $26M $172.68 $2M +18,213 +13.5%
8 JNJ 0.66% 107,692 $26M $244.44 $2M -8,626 -7.4%
9 CTVA 0.66% 314,428 $26M $83.71 $3M -38,837 -11.0%
10 INCY 0.66% 279,592 $26M $94.12 $2M +35,173 +14.4%
11 IDA 0.66% 183,772 $26M $142.97 $3M -2,210 -1.2%
12 EXC 0.66% 535,771 $26M $49.02 $3M +4,259 +0.8%
13 FAST 0.66% 564,415 $26M $46.40 $3M -12,158 -2.1%
14 EXEL 0.65% 609,492 $26M $42.89 $2M +53,988 +9.7%
15 PEP 0.65% 168,249 $26M $155.29 +168,249 NEW
16 ED 0.65% 230,584 $26M $113.18 $2M -12,152 -5.0%
17 DUK 0.65% 198,906 $26M $130.94 $2M -2,925 -1.4%
18 SO 0.65% 269,596 $26M $96.52 $2M -2,470 -0.9%
19 EIX 0.65% 355,452 $26M $73.18 +355,452 NEW
20 ACGL 0.65% 270,690 $26M $95.99 $2M +17,655 +7.0%
21 ZION 0.65% 450,669 $26M $57.62 $2M +36,071 +8.7%
22 GWW 0.65% 23,781 $26M $1,090.81 $1M -480 -2.0%
23 INGR 0.65% 230,207 $26M $112.66 $2M +11,361 +5.2%
24 SHW 0.65% 80,767 $26M $320.55 $2M +8,341 +11.5%
25 WM 0.65% 112,637 $26M $229.79 $1M +1,515 +1.4%
26 RF 0.65% 988,167 $26M $26.12 $2M +108,479 +12.3%
27 KO 0.65% 339,314 $26M $76.05 $3M +7,470 +2.2%
28 VLTO 0.65% 291,695 $26M $88.42 $2M +55,348 +23.4%
29 ORI 0.65% 646,342 $26M $39.90 $1M +108,687 +20.2%
30 ADBE 0.65% 106,069 $26M $243.08 +106,069 NEW
31 ATO 0.65% 139,542 $26M $184.72 $2M -336 -0.2%
32 COKE 0.65% 134,400 $26M $191.74 $5M
33 CBSH 0.64% 523,051 $26M $49.20 $2M +76,450 +17.1%
34 TROW 0.64% 285,322 $26M $90.14 $3M +64,586 +29.3%
35 ULTA 0.64% 49,176 $26M $522.71 +49,176 NEW
36 REG 0.64% 339,724 $26M $75.66 $2M -3,379 -1.0%
37 MTG 0.64% 979,003 $26M $26.25 $1M +142,049 +17.0%
38 NFG 0.64% 273,402 $26M $93.96 $3M -10,625 -3.7%
39 NEE 0.64% 276,540 $26M $92.88 +276,540 NEW
40 TEL 0.64% 122,773 $26M $209.02 $3M +24,302 +24.7%
41 UNP 0.64% 105,715 $26M $242.62 $2M +5,270 +5.2%
42 CRUS 0.64% 177,291 $26M $144.62 $4M -8,261 -4.5%
43 SYF 0.64% 376,640 $26M $68.02 $2M +89,528 +31.2%
44 ACI 0.64% 1,502,764 $26M $17.04 $2M +152,853 +11.3%
45 RNR 0.64% 86,129 $26M $297.23 $774K -2,170 -2.5%
46 HST 0.64% 1,335,614 $26M $19.16 $2M +2,722 +0.2%
47 AMGN 0.64% 72,716 $26M $351.85 $1M -1,392 -1.9%
48 PEG 0.64% 315,957 $26M $80.95 $2M +22,765 +7.8%
49 EWBC 0.64% 239,499 $26M $106.76 $2M +27,302 +12.9%
50 GILD 0.64% 183,452 $26M $139.37 $2M -11,412 -5.9%
51 PG 0.64% 176,981 $26M $144.44 $2M +10,405 +6.2%
52 AAPL 0.64% 100,686 $26M $253.79 $25M +98,077 +3759.2%
53 TJX 0.64% 159,973 $26M $159.70 $2M +8,626 +5.7%
54 WPC 0.64% 375,914 $26M $67.96 $3M +18,304 +5.1%
55 CL 0.64% 299,735 $26M $85.23 $2M -2,408 -0.8%
56 BPOP 0.64% 190,372 $26M $134.17 $701K -9,122 -4.6%
57 AOS 0.64% 387,114 $26M $65.94 $2M +36,987 +10.6%
58 THG 0.64% 147,109 $26M $173.35 $2M +17,142 +13.2%
59 BK 0.64% 214,899 $25M $118.63 $2M +14,270 +7.1%
60 JPM 0.64% 86,650 $25M $294.16 $550K +9,252 +11.9%
61 ECL 0.64% 95,794 $25M $266.02 $1M +3,967 +4.3%
62 AER 0.64% 185,630 $25M $137.18 $2M +19,138 +11.5%
63 OMF 0.64% 475,715 $25M $53.49 $1M +114,943 +31.9%
64 GL 0.64% 182,830 $25M $139.17 $1M +8,069 +4.6%
65 AMG 0.64% 91,949 $25M $276.70 $706K +6,142 +7.2%
66 T 0.64% 877,610 $25M $28.99 $2M -71,348 -7.5%
67 BRX 0.64% 882,193 $25M $28.80 $1M -44,458 -4.8%
68 STT 0.64% 200,638 $25M $126.56 $2M +16,277 +8.8%
69 SEIC 0.64% 323,418 $25M $78.47 $2M +38,242 +13.4%
70 MA 0.64% 50,782 $25M $499.66 $673K +7,514 +17.4%
71 ALV 0.64% 241,278 $25M $105.16 $2M +40,925 +20.4%
72 RL 0.64% 73,760 $25M $343.99 $2M +8,339 +12.8%
73 CB 0.63% 77,813 $25M $325.93 $1M +597 +0.8%
74 QCOM 0.63% 196,911 $25M $128.78 $3M +64,758 +49.0%
75 MDT 0.63% 292,638 $25M $86.65 $3M +59,161 +25.3%
76 SNA 0.63% 69,782 $25M $363.22 $2M +1,945 +2.9%
77 VICI 0.63% 927,701 $25M $27.32 $2M +89,842 +10.7%
78 ALL 0.63% 122,216 $25M $207.34 $1M +6,529 +5.6%
79 NOC 0.63% 37,142 $25M $682.24 $1M -5,099 -12.1%
80 AXS 0.63% 249,720 $25M $101.41 $187K +14,994 +6.4%
81 UPS 0.63% 257,381 $25M $98.38 +257,381 NEW
82 HIG 0.63% 187,110 $25M $135.23 $656K +8,250 +4.6%
83 PRI 0.63% 100,979 $25M $250.48 $2M +8,988 +9.8%
84 USB 0.63% 485,934 $25M $52.01 +485,934 NEW
85 MLI 0.63% 228,052 $25M $110.80 $985K +16,530 +7.8%
86 ALLE 0.63% 173,860 $25M $145.29 $2M +26,175 +17.7%
87 UGI 0.63% 693,394 $25M $36.42 $2M +77,263 +12.5%
88 DPZ 0.63% 70,362 $25M $358.79 $2M +14,611 +26.2%
89 L 0.63% 236,481 $25M $106.74 $1M +9,697 +4.3%
90 RJF 0.63% 174,290 $25M $144.79 $3M +33,267 +23.6%
91 TRV 0.63% 86,470 $25M $291.68 $1M +3,152 +3.8%
92 NVDA 0.63% 144,615 $25M $174.40 +144,615 NEW
93 AWI 0.63% 152,999 $25M $164.80 $803K +25,259 +19.8%
94 V 0.63% 83,410 $25M $302.24 $226K +12,173 +17.1%
95 NYT 0.63% 301,053 $25M $83.73 +301,053 NEW
96 UBER 0.63% 350,243 $25M $71.93 $4M +89,112 +34.1%
97 NTRS 0.63% 180,499 $25M $139.57 $1M +6,118 +3.5%
98 CINF 0.63% 160,085 $25M $157.35 +160,085 NEW
99 HD 0.63% 76,566 $25M $328.89 $2M +9,201 +13.7%
100 LAMR 0.63% 198,687 $25M $126.66 $2M +19,317 +10.8%

New Positions

SymbolValue% Port
PEP $26M 0.65%
EIX $26M 0.65%
ADBE $26M 0.65%
ULTA $26M 0.64%
NEE $26M 0.64%
UPS $25M 0.63%
USB $25M 0.63%
NVDA $25M 0.63%
NYT $25M 0.63%
CINF $25M 0.63%
GOOGL $25M 0.63%
TXT $24M 0.61%
HII $24M 0.60%
MU $22M 0.54%
ROK $18M 0.46%

Sold Out Positions

SymbolValue% Port
ABT —%
HRB —%
DRI —%
ACM —%
VZ —%
MCO —%
WRB —%
ESS —%
RSG —%
LNC —%
JBL —%
KR —%
NEU —%
FFIV —%
DBX —%
View SEC EDGAR Filings for Arbejdsmarkedets Tillaegspension →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms