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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
ROP icon
126
Roper Technologies
ROP
$39.5B
$10.4M 0.09%
20,000
+5,000
+33% +$2.74M
CEG icon
127
Constellation Energy
CEG
$98.6B
$9.84M 0.08%
44,000
+12,500
+40% +$3.12M
CSX icon
128
CSX Corp
CSX
$92.5B
$9.81M 0.08%
304,000
+100,000
+49% +$3.43M
TT icon
129
Trane Technologies
TT
$106B
$9.79M 0.08%
+26,500
New +$10.5M
CARR icon
130
Carrier Global
CARR
$52.4B
$9.76M 0.08%
+143,000
New +$10.8M
UPS icon
131
United Parcel Service
UPS
$88.8B
$9.71M 0.08%
77,000
– –
PCAR icon
132
PACCAR
PCAR
$69.8B
$9.62M 0.08%
92,500
+40,000
+76% +$4.38M
AON icon
133
Aon
AON
$75.6B
$9.47M 0.08%
+26,372
New +$9.7M
XYZ
134
Block Inc
XYZ
$47.5B
$9.35M 0.08%
+110,000
New +$9.02M
ROST icon
135
Ross Stores
ROST
$80.8B
$8.99M 0.08%
59,446
+45,000
+312% +$6.61M
PYPL icon
136
PayPal
PYPL
$50.5B
$8.81M 0.08%
103,270
+24,000
+30% +$2.02M
CPRT icon
137
Copart
CPRT
$27.2B
$8.78M 0.08%
153,000
+55,000
+56% +$3.13M
CDW icon
138
CDW
CDW
$16.9B
$8.7M 0.07%
+50,000
New +$9.71M
ULTA icon
139
Ulta Beauty
ULTA
$23.3B
$8.7M 0.07%
20,000
+5,000
+33% +$1.94M
MDLZ icon
140
Mondelez International
MDLZ
$78.9B
$8.6M 0.07%
144,000
-17,000
-11% -$1.12M
NSC icon
141
Norfolk Southern
NSC
$75.2B
$8.57M 0.07%
36,500
+8,500
+30% +$2.16M
CMI icon
142
Cummins
CMI
$87.1B
$8.54M 0.07%
24,500
+9,000
+58% +$3.16M
SLB icon
143
SLB Ltd
SLB
$79.7B
$8.46M 0.07%
220,685
+63,500
+40% +$2.67M
OKE icon
144
Oneok
OKE
$57.7B
$8.43M 0.07%
84,000
+11,500
+16% +$1.18M
ANSS
145
DELISTED
Ansys
ANSS
$8.43M 0.07%
25,000
– –
JCI icon
146
Johnson Controls International
JCI
$93.7B
$8.21M 0.07%
+104,000
New +$8.34M
WCN
147
Waste Connections
WCN
$42B
$8.15M 0.07%
47,500
– –
MDB icon
148
MongoDB
MDB
$35.3B
$8.15M 0.07%
35,000
+15,000
+75% +$4.24M
XBI icon
149
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$8.13M 0.07%
90,329
– –
REGN icon
150
Regeneron Pharmaceuticals
REGN
$82.1B
$8.12M 0.07%
11,400
+3,400
+43% +$2.85M
4 5
6
7 8

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Fundsmith LLP
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ECM
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AIM
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LPC
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IWC
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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.