Latest FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION Stock Portfolio

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION Performance:

2025 Q1: -3.61%YTD: -3.61%2024: 20.92%

Performance for 2025 Q1 is -3.61%, and YTD is -3.61%, and 2024 is 20.92%.

About FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION and 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND reported an equity portfolio of $8.3 Billions as of 31 Mar, 2025.

The top stock holdings of FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND are AAPL, MSFT, NVDA. The fund has invested 5.8% of it's portfolio in APPLE INC and 4.7% of portfolio in MICROSOFT CORP.

The fund managers got completely rid off ARISTA NETWORKS INC (ANET), POLESTAR AUTOMOTIVE HLDG UK and ASPEN TECHNOLOGY INC (AZPN) stocks. They significantly reduced their stock positions in HENRY SCHEIN INC (HSIC), MATCH GROUP INC NEW (MTCH) and LAMB WESTON HLDGS INC (LW). FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND opened new stock positions in ARISTA NETWORKS INC (ANET), NISOURCE INC (NI) and INTERACTIVE BROKERS GROUP IN (IBKR). The fund showed a lot of confidence in some stocks as they added substantially to VISTRA CORP (VST), CONSTELLATION ENERGY CORP (CEG) and AMERICAN WTR WKS CO INC NEW (AWK).

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION Annual Return Estimates Vs S&P 500

Our best estimate is that FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND made a return of -3.61% in the last quarter. In trailing 12 months, it's portfolio return was 6.14%.

New Buys

Ticker	$ Bought
arista networks inc	19,570,000
nisource inc	8,539,000
interactive brokers group in	4,206,000
natera inc	4,186,000
reddit inc	2,046,000

New stocks bought by FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION

Additions

Ticker	% Inc.
vistra corp	4,223
constellation energy corp	726
american wtr wks co inc new	312
exelon corp	309
waste connections inc	95.82
cnh indl n v	54.82
republic svcs inc	52.61
uber technologies inc	48.21

Additions to existing portfolio by FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION

Reductions

Ticker	% Reduced
ecolab inc	-88.81
linde plc	-84.92
united parcel service inc	-71.82
norfolk southn corp	-71.42
steel dynamics inc	-70.7
vulcan matls co	-68.25
sherwin williams co	-65.14
nextera energy inc	-58.02

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION reduced stake in above stock

Sold off

None of the stocks were completely sold off by FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION

Sector Distribution

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND has about 29.8% of it's holdings in Technology sector.

Sector	%
Technology	29.8
Healthcare	13.7
Financial Services	13.7
Consumer Cyclical	9.6
Communication Services	9.3
Consumer Defensive	7.4
Industrials	6.6
Others	4.5
Real Estate	2.4
Utilities	1.2
Energy	1.2

Market Cap. Distribution

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND has about 95.2% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	48.7
MEGA-CAP	46.5
UNALLOCATED	4.4

Stocks belong to which Index?

About 89% of the stocks held by FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	89
Others	10.8

Top 5 Winners (%)		%
CVS	cvs health corp	48.9 %
OKTA	okta inc	32.4 %
T	at&t inc	24.1 %
RPRX	royalty pharma plc	22.8 %
WELL	welltower inc	21.4 %

Top 5 Winners ($)		$
JNJ	johnson & johnson	16.0 M
V	visa inc	14.1 M
ABBV	abbvie inc	13.9 M
KO	coca cola co	10.9 M
LLY	eli lilly & co	9.4 M

Top 5 Losers (%)		%
TTD	the trade desk inc	-52.3 %
DECK	deckers outdoor corp	-44.8 %
MRVL	marvell technology inc	-40.8 %
ILMN	illumina inc	-38.8 %
SQ	block inc	-34.7 %

Top 5 Losers ($)		$
NVDA	nvidia corporation	-99.5 M
AAPL	apple inc	-72.3 M
TSLA	tesla inc	-60.4 M
MSFT	microsoft corp	-51.0 M
AVGO	broadcom inc	-38.8 M

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND has 527 stocks in it's portfolio. About 28.8% of the portfolio is in top 10 stocks. NVDA proved to be the most loss making stock for the portfolio. JNJ was the most profitable stock for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND last quarter.

Last Reported on: 13 May, 2025

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
A	agilent technologies inc	0.10	71,624	8,379,000	added	1.85

AAPL	apple inc	5.82	2,185,300	485,420,000	reduced	-18.92

ABBV	abbvie inc	0.78	308,784	64,696,000	reduced	-35.34

ABC	cencora inc	0.28	84,066	23,378,000	added	28.41

ABNB	airbnb inc	0.09	64,300	7,681,000	reduced	-21.2

ABT	abbott labs	0.40	248,488	32,962,000	reduced	-14.13

ACGL	arch cap group ltd	0.22	190,950	18,366,000	added	18.49

ACI	albertsons cos inc	0.01	46,773	1,029,000	reduced	-40.62

ACM	aecom	0.08	75,577	7,008,000	reduced	-9.79

ACN	accenture plc ireland	0.65	172,821	53,927,000	added	12.99

ADBE	adobe inc	0.48	103,923	39,858,000	added	7.67

ADI	analog devices inc	0.17	68,859	13,887,000	reduced	-18.08

ADM	archer daniels midland co	0.03	59,443	2,854,000	reduced	-46.76

ADP	automatic data processing in	0.38	103,417	31,597,000	added	9.07

ADSK	autodesk inc	0.14	45,682	11,960,000	added	2.93

AFG	american finl group inc ohio	0.04	27,658	3,633,000	reduced	-22.44

AFL	aflac inc	0.18	134,474	14,952,000	reduced	-26.91

AIG	american intl group inc co	0.12	111,726	9,713,000	reduced	-26.17

AIZ	assurant inc	0.07	28,514	5,981,000	added	5.55

AJG	gallagher arthur j & co	0.27	64,494	22,266,000	added	4.54