We are live on ! Find out more
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
CRWD icon
101
CrowdStrike
CRWD
$226B
$13.7M 0.12%
160,000
– –
ZTS icon
102
Zoetis
ZTS
$31.1B
$13.5M 0.12%
83,000
+20,000
+32% +$3.58M
SPGI icon
103
S&P Global
SPGI
$120B
$13.5M 0.12%
27,064
+10,100
+60% +$5.12M
ABNB icon
104
Airbnb
ABNB
$111B
$13.1M 0.11%
100,000
+20,000
+25% +$2.69M
SRE icon
105
Sempra
SRE
$55.9B
$13.1M 0.11%
149,500
+85,500
+134% +$7.48M
KDP icon
106
Keurig Dr Pepper
KDP
$39.7B
$13M 0.11%
405,000
+150,000
+59% +$5.08M
ECL icon
107
Ecolab
ECL
$79.8B
$12.9M 0.11%
55,200
+12,700
+30% +$3.16M
SO icon
108
Southern Company
SO
$106B
$12.9M 0.11%
157,000
+45,500
+41% +$3.99M
FTNT icon
109
Fortinet
FTNT
$119B
$12.8M 0.11%
135,000
+10,000
+8% +$889K
FCX icon
110
Freeport-McMoran
FCX
$96.4B
$12.4M 0.11%
325,000
+74,000
+29% +$3.31M
KMI icon
111
Kinder Morgan
KMI
$70.1B
$11.9M 0.1%
435,000
+95,000
+28% +$2.48M
HUBS icon
112
HubSpot
HUBS
$11B
$11.8M 0.1%
17,000
+3,500
+26% +$2.25M
BN icon
113
Brookfield
BN
$110B
$11.8M 0.1%
307,500
+82,500
+37% +$3.11M
FLUT icon
114
Flutter Entertainment
FLUT
$17.2B
$11.6M 0.1%
+45,000
New +$11.4M
RSG icon
115
Republic Services
RSG
$65.9B
$11.6M 0.1%
57,500
– –
VRTX icon
116
Vertex Pharmaceuticals
VRTX
$134B
$11.4M 0.1%
28,300
+8,800
+45% +$4.08M
BDX icon
117
Becton Dickinson
BDX
$49.4B
$11.3M 0.1%
+50,000
New +$11.5M
MFC icon
118
Manulife Financial
MFC
$72.7B
$11.2M 0.1%
365,000
+100,000
+38% +$3.1M
STT icon
119
State Street
STT
$51.4B
$11.2M 0.1%
113,800
+13,800
+14% +$1.31M
HLT icon
120
Hilton Worldwide
HLT
$70.8B
$11.1M 0.1%
45,000
+10,000
+29% +$2.45M
ZS icon
121
Zscaler
ZS
$28.9B
$10.8M 0.09%
60,000
+25,000
+71% +$4.84M
ADSK icon
122
Autodesk
ADSK
$53.1B
$10.8M 0.09%
36,500
+11,500
+46% +$3.4M
SHW icon
123
Sherwin-Williams
SHW
$88.5B
$10.5M 0.09%
31,000
+14,800
+91% +$5.52M
XEL icon
124
Xcel Energy
XEL
$48.5B
$10.5M 0.09%
155,500
+61,500
+65% +$4.13M
AMT icon
125
American Tower
AMT
$79B
$10.4M 0.09%
56,949
-14,700
-21% -$3.05M
3 4
5
6 7

Similar funds

ZIG
Zurich Insurance Group Zurich, Switzerland $12.7B AUM 53.57% 1-Year Est. Return
ACA
Aptus Capital Advisors Fairhope, Alabama $12.7B AUM 17.41% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return
ECM
ExodusPoint Capital Management New York $12.6B AUM 30.13% 1-Year Est. Return
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
LPC
Lone Pine Capital Greenwich, Connecticut $12.5B AUM 54.4% 1-Year Est. Return
IWC
Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return
TRSOTSOK
Teachers Retirement System of the State of Kentucky Frankfort, Kentucky $12.9B AUM 31.03% 1-Year Est. Return

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.