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IMPI

Ilmarinen Mutual Pension Insurance Portfolio holdings

AUM $12.7B
1-Year Est. Return 16.27%
This Fund
S&P 500
This Quarter Est. Return
+3.04%
1 Year Est. Return
+16.27%
3 Year Est. Return
+68.33%
5 Year Est. Return
+76.68%
10 Year Est. Return
–
AUM
$11.7B
AUM Growth
+$2.49B
Cap. Flow
+$2.29B
Cap. Flow %
19.62%
Top 10 Hldgs %
63.7%
Holding
315
New
44
Increased
156
Reduced
14
Closed
22

Top Buys

Rank Stock Value
1
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$667M
2
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$516M
3
MSFT icon
Microsoft
MSFT
+$112M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$95.4M
5
AAPL icon
Apple
AAPL
+$77.8M

Top Sells

Rank Stock Value
1
SJNK icon
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
+$354M
2
AVGO icon
Broadcom
AVGO
+$81.9M
3
USCA icon
Xtrackers MSCI USA Climate Action Equity ETF
USCA
+$41.3M
4
USCL icon
iShares Climate Conscious & Transition MSCI USA ETF
USCL
+$39.9M
5
EWT icon
iShares MSCI Taiwan ETF
EWT
+$38M

Sector Composition

Rank Sector Weight
1 Technology 14.53%
2 Financials 7.12%
3 Consumer Discretionary 6.58%
4 Communication Services 6.02%
5 Healthcare 5.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PANW icon
76
Palo Alto Networks
PANW
$313B
$18.2M 0.16%
100,000
+30,000
+43% +$5.67M
COP icon
77
ConocoPhillips
COP
$151B
$17.6M 0.15%
+177,500
New +$18.8M
FISV
78
Fiserv Inc
FISV
$28B
$17.5M 0.15%
85,000
+25,000
+42% +$5.1M
CMCSA icon
79
Comcast
CMCSA
$91B
$17.5M 0.15%
465,000
+111,500
+32% +$4.63M
ISRG icon
80
Intuitive Surgical
ISRG
$142B
$17.4M 0.15%
33,300
-500
-1% -$260K
CDNS icon
81
Cadence Design Systems
CDNS
$90.2B
$17.3M 0.15%
57,500
+2,500
+5% +$727K
DE icon
82
Deere & Co
DE
$167B
$17M 0.15%
40,197
+12,500
+45% +$5.27M
MELI icon
83
Mercado Libre
MELI
$98.4B
$17M 0.15%
10,000
+3,000
+43% +$5.84M
IBM icon
84
IBM
IBM
$225B
$17M 0.15%
77,168
+20,000
+35% +$4.45M
C icon
85
Citigroup
C
$228B
$16.6M 0.14%
+236,000
New +$15.9M
NKE icon
86
Nike
NKE
$61.3B
$16.5M 0.14%
218,646
+50,000
+30% +$3.93M
BNY
87
Bank of New York Mellon
BNY
$109B
$16.1M 0.14%
210,000
+15,000
+8% +$1.16M
GILD icon
88
Gilead Sciences
GILD
$168B
$16.1M 0.14%
174,000
+65,000
+60% +$5.85M
CMG icon
89
Chipotle Mexican Grill
CMG
$40.5B
$16M 0.14%
265,000
+65,000
+33% +$3.92M
DUK icon
90
Duke Energy
DUK
$96.1B
$14.8M 0.13%
137,000
+17,000
+14% +$1.93M
CTAS icon
91
Cintas
CTAS
$82.1B
$14.7M 0.13%
80,300
+17,500
+28% +$3.68M
TEAM icon
92
Atlassian
TEAM
$39.1B
$14.6M 0.13%
60,000
+10,000
+20% +$2.29M
AFL icon
93
Aflac
AFL
$60.7B
$14.5M 0.12%
140,317
+30,000
+27% +$3.27M
WDAY icon
94
Workday
WDAY
$44.8B
$14.5M 0.12%
56,216
+5,000
+10% +$1.28M
DELL icon
95
Dell
DELL
$285B
$14.4M 0.12%
125,000
+55,000
+79% +$6.9M
RY icon
96
Royal Bank of Canada
RY
$292B
$14.2M 0.12%
118,249
+34,000
+40% +$4.2M
AXP icon
97
American Express
AXP
$230B
$13.9M 0.12%
47,000
+20,000
+74% +$5.75M
CRH icon
98
CRH
CRH
$67.4B
$13.9M 0.12%
+150,000
New +$14.4M
SCHW
99
Charles Schwab
SCHW
$186B
$13.8M 0.12%
186,971
+81,000
+76% +$6.06M
MRVL icon
100
Marvell Technology
MRVL
$191B
$13.8M 0.12%
125,000
+50,000
+67% +$4.64M
2 3
4
5 6

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ECM
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AIM
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LPC
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TRSOTSOK
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Ilmarinen Mutual Pension Insurance's Q4 2024 Portfolio in Review

As of Q4 2024, Ilmarinen Mutual Pension Insurance held 315 positions worth $11.7B, up 27% from $9.18B the previous quarter. Its ten largest holdings account for 64% of the portfolio.

Ilmarinen Mutual Pension Insurance deployed $2.29B of net new capital in Q4 2024, opening 44 new positions and adding to 156 existing holdings. Its largest new stake was State Street SPDR Portfolio High Yield Bond ETF: 28,100,000 shares worth $660M.

By sector, the portfolio is most concentrated in Technology at 15% of assets, up from 14% a quarter earlier, followed by Financials and Consumer Discretionary.

On the sell side, the largest reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, an estimated $354M trimmed.

  • Ilmarinen Mutual Pension Insurance's largest Q4 2024 buy was State Street SPDR Portfolio High Yield Bond ETF: 28,100,000 shares worth $660M.
  • Ilmarinen Mutual Pension Insurance added most to Microsoft in Q4 2024, an estimated $112M increase.
  • Ilmarinen Mutual Pension Insurance's biggest Q4 2024 reduction was State Street SPDR Bloomberg Short Term High Yield Bond ETF, cutting an estimated $354M.
  • Ilmarinen Mutual Pension Insurance fully exited Broadcom in Q4 2024, selling an estimated $81.9M.
  • Ilmarinen Mutual Pension Insurance's ten largest holdings make up 64% of its $11.7B portfolio in Q4 2024.
  • Ilmarinen Mutual Pension Insurance opened 44 new positions and closed 22 in Q4 2024.
  • Ilmarinen Mutual Pension Insurance's portfolio value rose 27% quarter-over-quarter to $11.7B.

Based on Ilmarinen Mutual Pension Insurance's 13F filing for Q4 2024, filed 13 Feb 2025.