F

FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND with $11.6B in long positions as of Q3 2025, 36% allocated to Technology, and 34% concentrated in top 10 positions.

Portfolio Value
$11.6B
Top 10 Concentration
34%
Top Sector
Technology (36%)
US Exposure
95%
Market Cap Focus
Mega Cap
Countries
10

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 36.10%TechnologyFinancial Services: 14.00%Financial ServicesHealthcare: 11.80%HealthcareCommunication Services: 10.70%Communication ServicesConsumer Cyclical: 9.30%Consumer CyclicalIndustrials: 7.80%Consumer Defensive: 6.50%Basic Materials: 1.40%Utilities: 1.10%Energy: 0.90%Real Estate: 0.50%
Technology
36.10%
Financial Services
14.00%
Healthcare
11.80%
Communication Services
10.70%
Consumer Cyclical
9.30%
Industrials
7.80%
Consumer Defensive
6.50%
Basic Materials
1.40%
Utilities
1.10%
Energy
0.90%
Real Estate
0.50%

Industry Breakdown

101 industries across all sectors

Semiconductors: 12.58%SemiconductorsSoftware - Infrastructure: 9.67%Software - InfrastructureInternet Content & Information: 7.33%Consumer Electronics: 5.84%Drug Manufacturers - General: 5.04%Specialty Retail: 4.18%Software - Application: 3.43%Financial - Credit Services: 3.39%Banks - Diversified: 2.38%Discount Stores: 2.07%Industrial - Machinery: 1.82%Entertainment: 1.73%Beverages - Non-Alcoholic: 1.60%Telecommunications Services: 1.58%Household & Personal Products: 1.55%Information Technology Services: 1.54%Insurance - Property & Casualty: 1.46%Medical - Healthcare Plans: 1.45%Medical - Devices: 1.43%Insurance - Diversified: 1.41%Financial - Data & Stock Exchanges: 1.23%Insurance - Brokers: 1.08%Asset Management: 1.08%Restaurants: 1.07%Chemicals - Specialty: 1.01%Financial - Capital Markets: 1.01%Hardware, Equipment & Parts: 0.98%Medical - Diagnostics & Research: 0.96%73 more: 20.06%73 more
Semiconductors
Technology
12.58%
Software - Infrastructure
Technology
9.67%
Internet Content & Information
Communication Services
7.33%
Consumer Electronics
Technology
5.84%
Drug Manufacturers - General
Healthcare
5.04%
Specialty Retail
Consumer Cyclical
4.18%
Software - Application
Technology
3.43%
Financial - Credit Services
Financial Services
3.39%
Banks - Diversified
Financial Services
2.38%
Discount Stores
Consumer Defensive
2.07%
Industrial - Machinery
Industrials
1.82%
Entertainment
Communication Services
1.73%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 56.51%Mega Cap (> $200B)Large Cap ($10B - $200B): 42.96%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.11%Micro Cap ($50M - $300M): 0.00%Nano Cap (< $50M): 0.42%
Mega Cap (> $200B)
56.51%
Large Cap ($10B - $200B)
42.96%
Mid Cap ($2B - $10B)
0.11%
Micro Cap ($50M - $300M)
0.00%
Nano Cap (< $50M)
0.42%

Portfolio Concentration

Top 10 Holdings %
33.61%
Top 20 Holdings %
44.08%
Top 50 Holdings %
59.75%
Top 100 Holdings %
73.98%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
95.38%
International
4.62%
Countries
10
Largest Int'l Market
Ireland - 1.91%
United States of America
95.38% ($11.1B)
430 holdings
Ireland
1.91% ($221.1M)
13 holdings
United Kingdom
0.93% ($108.2M)
5 holdings
Switzerland
0.58% ($67.8M)
4 holdings
Israel
0.26% ($29.8M)
5 holdings
Canada
0.25% ($29.3M)
2 holdings
Uruguay
0.23% ($27.0M)
1 holdings
Netherlands
0.20% ($23.7M)
1 holdings
Bermuda
0.20% ($23.4M)
2 holdings
Australia
0.05% ($6.1M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
4 quarters
Avg. Top 20
4 quarters
Avg. All Positions
3.9 quarters
Median Holding Period
4 quarters
Persistence Rate
94.4%
Persistent Holdings Weight
98.9%
Persistent Positions
438
Longest Held
Arch Capital Group Ltd logo
Arch Capital Group LtdACGL - 4 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.04%
Avg. Position Weight
0.22%
Largest Position
Nvidia Corp logo
Nvidia CorpNVDA - 7.10%
Largest Ownership Stake
Pulmonx Corporation Common Stock logo
Pulmonx Corporation Common StockLUNG - 0.19%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q2 2013)

Avg. New Position
0.15%
Avg. Ownership Stake
0.03%
Largest Position
iShares Core MSCI Emerging Markets ETF logo
iShares Core MSCI Emerging Markets ETFIEMG - 9.51% (Q4 2018)
Largest Ownership Stake
Nabors Industries Ltd. logo
Nabors Industries Ltd.NBR - 1.11% (Q2 2013)

Portfolio Turnover

Current Quarter

Turnover Ratio
3.8%
Value Traded
$436.16M
Positions Added
4
Positions Exited
33

Historical (Since Q2 2013)

Avg. Turnover Ratio
6.1%
Avg. Positions Added
21
Avg. Positions Exited
14
Highest Turnover
13.7%
Q4 2022
Lowest Turnover
0.8%
Q1 2018

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.