We are live on !
Find out more
Elo Mutual Pension Insurance Portfolio holdings
AUM
$7.77B
Turnover
39.84%
1-Year Est. Return
35.27%
Elo Mutual Pension Insurance Company is a Finnish insurer that manages earnings-related pensions, formed when Pension Fennia and LocalTapiola Pension merged at the start of 2014. Its staff chose the name in an internal competition; "elo" is the Finnish word for life. The company is mutual: its customers are its shareholders. It spreads the pension assets it manages across countries and asset classes.
This Fund
S&P 500
This Quarter Est. Return
+24.05%
1 Year Est. Return
+35.27%
3 Year Est. Return
+117.29%
5 Year Est. Return
+137.61%
10 Year Est. Return
–
AUM
$7.77B
AUM Growth
+$1.71B
(+28%)
Cap. Flow
+$868M
Cap. Flow % of AUM
Cap. Flow %
11.17%
Top 10 Holdings %
Top 10 Hldgs %
37.3%
Holding
733
New
152
Increased
253
Reduced
182
Closed
140
Avg Time Held
2.3
years
Top 10 Avg Time Held
3.1
years
Top 20 Avg Time Held
2.5
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
|
+$196M |
| 2 |
State Street SPDR S&P 500 ETF Trust
SPY
|
+$103M |
| 3 |
iShares Core MSCI Emerging Markets ETF
IEMG
|
+$58.1M |
| 4 |
Meta Platforms (Facebook)
META
|
+$55.9M |
| 5 |
Invesco S&P 500 Equal Weight ETF
RSP
|
+$53.3M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
State Street Technology Select Sector SPDR ETF
XLK
|
+$127M |
| 2 |
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
|
+$111M |
| 3 |
iShares Semiconductor ETF
SOXX
|
+$98.7M |
| 4 |
iShares Broad USD High Yield Corporate Bond ETF
USHY
|
+$61M |
| 5 |
State Street Utilities Select Sector SPDR ETF
XLU
|
+$22.4M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 34.79% |
| 2 | Miscellaneous | 11.06% |
| 3 | Communication Services | 10.93% |
| 4 | Financials | 10.14% |
| 5 | Healthcare | 9.48% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
NVIDIA
NVDA
$4.04T
| $566M | 7.29% |
2,829,665
+169,763
| +6% | +$34.9M |
2020 Q4
22 quarters
|
|
2
Apple
AAPL
$5.05T
| $480M | 6.18% |
1,658,675
+75,247
| +5% | +$21.5M |
2020 Q3
23 quarters
|
|
|
3
State Street SPDR Portfolio High Yield Bond Index ETF
SPHY
$11.9B
| $335M | 4.31% |
14,297,990
+8,347,990
| +140% | +$196M |
2025 Q4
2 quarters
|
|
4
Microsoft
MSFT
$3.94T
| $296M | 3.81% |
793,846
+101,080
| +15% | +$40.9M |
2020 Q3
23 quarters
|
|
5
Alphabet (Google) Class A
GOOGL
$3.52T
| $257M | 3.3% |
718,050
+82,622
| +13% | +$29.7M |
2020 Q4
22 quarters
|
|
6
Amazon
AMZN
$2.91T
| $250M | 3.21% |
1,048,057
+176,075
| +20% | +$44.2M |
2020 Q4
22 quarters
|
|
|
7
Meta Platforms (Facebook)
META
$1.64T
| $210M | 2.7% |
372,662
+91,481
| +33% | +$55.9M |
2020 Q3
23 quarters
|
|
8
Alphabet (Google) Class C
GOOG
$3.49T
| $208M | 2.68% |
589,317
+54,802
| +10% | +$19.6M |
2020 Q4
22 quarters
|
|
9
Broadcom
AVGO
$1.56T
| $177M | 2.28% |
468,816
-12,826
| -3% | -$5.14M |
2020 Q4
22 quarters
|
|
10
Tesla
TSLA
$1.49T
| $119M | 1.53% |
283,583
-36,773
| -11% | -$14.6M |
2020 Q4
22 quarters
|
|
11
Advanced Micro Devices
AMD
$832B
| $117M | 1.51% |
201,675
-273
| -0.1% | -$112K |
2020 Q4
22 quarters
|
|
|
12
State Street SPDR S&P 500 ETF Trust
SPY
$792B
| $106M | 1.36% |
+141,800
| New | +$103M |
2026 Q2
0 quarters
|
|
13
Eli Lilly
LLY
$1.27T
| $103M | 1.32% |
85,566
+8,792
| +11% | +$8.98M |
2020 Q4
22 quarters
|
|
14
Micron Technology
MU
$798B
| $93.7M | 1.21% |
81,191
+45,393
| +127% | +$34M |
2025 Q2
4 quarters
|
|
15
Johnson & Johnson
JNJ
$678B
| $82.8M | 1.07% |
326,117
+61,227
| +23% | +$14.3M |
2020 Q3
23 quarters
|
|
|
16
iShares Broad USD High Yield Corporate Bond ETF
USHY
$27.3B
| $77.6M | 1% |
2,096,382
-1,648,618
| -44% | -$61M |
2025 Q4
2 quarters
|
|
17
JPMorgan Chase
JPM
$909B
| $76.2M | 0.98% |
232,892
+46,413
| +25% | +$14.4M |
2020 Q3
23 quarters
|
|
18
Applied Materials
AMAT
$292B
| $75.6M | 0.97% |
104,620
+14,104
| +16% | +$6.51M |
2020 Q4
22 quarters
|
|
|
19
iShares Semiconductor ETF
SOXX
$41.4B
| $72M | 0.93% |
336,960
-583,440
| -63% | -$98.7M |
2025 Q4
2 quarters
|
|
20
UnitedHealth
UNH
$361B
| $68.4M | 0.88% |
164,522
+45,650
| +38% | +$16.9M |
2020 Q4
22 quarters
|
|
21
Visa
V
$790B
| $67.9M | 0.87% |
197,827
+19,999
| +11% | +$6.42M |
2020 Q4
22 quarters
|
|
|
22
iShares Core MSCI Emerging Markets ETF
IEMG
$145B
| $63M | 0.81% |
760,800
+729,000
| +2,292% | +$58.1M |
2018 Q1
33 quarters
|
|
23
VanEck Semiconductor ETF
SMH
$61.8B
| $60.7M | 0.78% |
+92,560
| New | +$50.5M |
2026 Q2
0 quarters
|
|
24
Cisco
CSCO
$383B
| $60.2M | 0.77% |
512,257
+97,490
| +24% | +$10.2M |
2020 Q3
23 quarters
|
|
25
Bank of America
BAC
$349B
| $59.6M | 0.77% |
1,045,795
+439,197
| +72% | +$23.4M |
2020 Q3
23 quarters
|
|
Similar funds
Elo Mutual Pension Insurance's Q2 2026 Portfolio in Review
As of Q2 2026, Elo Mutual Pension Insurance held 733 positions worth $7.77B, up 28% from $6.06B the previous quarter. Its ten largest holdings account for 37% of the portfolio.
Elo Mutual Pension Insurance deployed $868M of net new capital in Q2 2026, opening 152 new positions and adding to 253 existing holdings. Its largest new stake was State Street SPDR S&P 500 ETF Trust: 141,800 shares worth $106M.
By sector, the portfolio is most concentrated in Technology at 35% of assets, up from 32% a quarter earlier, followed by Miscellaneous and Communication Services.
On the sell side, the largest reduction was iShares Semiconductor ETF, an estimated $98.7M trimmed.
- Elo Mutual Pension Insurance's largest Q2 2026 buy was State Street SPDR S&P 500 ETF Trust: 141,800 shares worth $106M.
- Elo Mutual Pension Insurance added most to State Street SPDR Portfolio High Yield Bond Index ETF in Q2 2026, an estimated $196M increase.
- Elo Mutual Pension Insurance's biggest Q2 2026 reduction was iShares Semiconductor ETF, cutting an estimated $98.7M.
- Elo Mutual Pension Insurance fully exited State Street Technology Select Sector SPDR ETF in Q2 2026, selling an estimated $127M.
- Elo Mutual Pension Insurance's ten largest holdings make up 37% of its $7.77B portfolio in Q2 2026.
- Elo Mutual Pension Insurance opened 152 new positions and closed 140 in Q2 2026.
- Elo Mutual Pension Insurance's portfolio value rose 28% quarter-over-quarter to $7.77B.
Based on Elo Mutual Pension Insurance's 13F filing for Q2 2026, filed 13 Aug 2026.