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Varma Mutual Pension Insurance Co Portfolio Analytics

Investment Analysis & Holdings Breakdown

Comprehensive portfolio analytics for Varma Mutual Pension Insurance Co with $13.1B in long positions as of Q3 2025, 26% allocated to Technology, and 46% concentrated in top 10 positions.

Portfolio Value
$13.1B
Top 10 Concentration
46%
Top Sector
Technology (26%)
US Exposure
94%
Market Cap Focus
Mega Cap
Countries
13

Composition Analysis

Portfolio breakdown by sector, industry, and market capitalization

Sector Allocation

Technology: 25.70%TechnologyETF: 18.80%ETFFinancial Services: 9.60%Financial ServicesCommunication Services: 7.30%Consumer Cyclical: 7.20%Healthcare: 5.70%Industrials: 5.10%Consumer Defensive: 2.90%Energy: 2.50%Basic Materials: 1.80%Real Estate: 1.80%Utilities: 1.00%
Technology
25.70%
ETF
18.80%
Financial Services
9.60%
Communication Services
7.30%
Consumer Cyclical
7.20%
Healthcare
5.70%
Industrials
5.10%
Consumer Defensive
2.90%
Energy
2.50%
Basic Materials
1.80%
Real Estate
1.80%
Utilities
1.00%

Industry Breakdown

85 industries across all sectors

ETF: 18.82%ETFSemiconductors: 10.09%SemiconductorsSoftware - Infrastructure: 6.78%Internet Content & Information: 5.61%Consumer Electronics: 4.64%Specialty Retail: 3.24%Banks - Diversified: 3.07%Drug Manufacturers - General: 2.62%Software - Application: 2.16%Financial - Credit Services: 1.96%Auto - Manufacturers: 1.54%Industrial - Machinery: 1.33%Discount Stores: 1.08%Asset Management: 1.00%Oil & Gas Integrated: 0.97%Telecommunications Services: 0.90%Medical - Devices: 0.86%Entertainment: 0.81%Financial - Capital Markets: 0.80%Information Technology Services: 0.80%Chemicals - Specialty: 0.79%Financial - Data & Stock Exchanges: 0.78%Oil & Gas Midstream: 0.75%Household & Personal Products: 0.75%Beverages - Non-Alcoholic: 0.75%Railroads: 0.73%Medical - Healthcare Plans: 0.70%Aerospace & Defense: 0.68%Home Improvement: 0.66%Oil & Gas Exploration & Production: 0.61%Restaurants: 0.56%Gold: 0.55%Medical - Diagnostics & Research: 0.55%Agricultural - Machinery: 0.53%Insurance - Property & Casualty: 0.51%Hardware, Equipment & Parts: 0.50%49 more: 10.05%49 more
ETF
ETF
18.82%
Semiconductors
Technology
10.09%
Software - Infrastructure
Technology
6.78%
Internet Content & Information
Communication Services
5.61%
Consumer Electronics
Technology
4.64%
Specialty Retail
Consumer Cyclical
3.24%
Banks - Diversified
Financial Services
3.07%
Drug Manufacturers - General
Healthcare
2.62%
Software - Application
Technology
2.16%
Financial - Credit Services
Financial Services
1.96%
Auto - Manufacturers
Consumer Cyclical
1.54%
Industrial - Machinery
Industrials
1.33%

Filter by Sector

Select a sector to filter industries

Market Cap Distribution

Mega Cap (> $200B): 41.47%Mega Cap (> $200B)Large Cap ($10B - $200B): 28.15%Large Cap ($10B - $200B)Mid Cap ($2B - $10B): 0.10%Nano Cap (< $50M): 0.20%N/A (ETF or Unknown): 30.08%N/A (ETF or Unknown)
Mega Cap (> $200B)
41.47%
Large Cap ($10B - $200B)
28.15%
Mid Cap ($2B - $10B)
0.10%
Nano Cap (< $50M)
0.20%
N/A (ETF or Unknown)
30.08%

Portfolio Concentration

Top 10 Holdings %
45.78%
Top 20 Holdings %
56.34%
Top 50 Holdings %
68.9%
Top 100 Holdings %
79.62%

Geographic Exposure

Portfolio breakdown by country of incorporation

Domestic (US)
94.37%
International
5.63%
Countries
13
Largest Int'l Market
Canada - 2.56%
United States of America
94.37% ($12.4B)
269 holdings
Canada
2.56% ($336.5M)
18 holdings
Ireland
1.05% ($137.4M)
8 holdings
Taiwan
0.78% ($101.8M)
1 holdings
United Kingdom
0.42% ($55.8M)
3 holdings
Switzerland
0.32% ($41.8M)
3 holdings
Uruguay
0.13% ($16.6M)
1 holdings
Netherlands
0.11% ($14.5M)
1 holdings
Luxembourg
0.10% ($12.6M)
1 holdings
Germany
0.07% ($9.5M)
1 holdings
Brazil
0.05% ($6.1M)
1 holdings
Italy
0.03% ($3.8M)
1 holdings

Holding Behavior

Investment patterns and position management analysis

Portfolio Stability & Commitment

Avg. Top 10
18 quarters
Avg. Top 20
17.6 quarters
Avg. All Positions
11 quarters
Median Holding Period
7 quarters
Persistence Rate
84.14%
Persistent Holdings Weight
83.66%
Persistent Positions
260
Longest Held
Nike, Inc. logo
Nike, Inc.NKE - 31 quarters

Position Sizing & Influence

Current Quarter

Avg. New Position
0.03%
Avg. Position Weight
0.32%
Largest Position
KLMT
Invesco MSCI Global Climate 500 ETFKLMT - 10.37%
Largest Ownership Stake
Regency Centers Corporation logo
Regency Centers CorporationREG - 0.09%
Avg. Ownership Stake
0.02%
Ownership Stake >5%
0
Ownership Stake >1%
0

Historical (Since Q4 2017)

Avg. New Position
0.44%
Avg. Ownership Stake
0.03%
Largest Position
Invesco QQQ Trust, Series 1 logo
Invesco QQQ Trust, Series 1QQQ - 38.43% (Q1 2020)
Largest Ownership Stake
BOX, INC. logo
BOX, INC.BOX - 0.89% (Q3 2022)

Portfolio Turnover

Current Quarter

Turnover Ratio
6.1%
Value Traded
$803.82M
Positions Added
2
Positions Exited
4

Historical (Since Q4 2017)

Avg. Turnover Ratio
31.5%
Avg. Positions Added
20
Avg. Positions Exited
23
Highest Turnover
59.9%
Q4 2018
Lowest Turnover
6.1%
Q3 2025

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