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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
USCL icon
1
iShares Climate Conscious & Transition MSCI USA ETF
USCL
$2.91B
$2.25B 19.28%
31,962,268
-564,170
-2% -$39.9M
USCA icon
2
Xtrackers MSCI USA Climate Action Equity ETF
USCA
$3.62B
$2.24B 19.22%
60,499,659
-1,108,479
-2% -$41.3M
SPHY icon
3
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.6B
$660M 5.65%
+28,100,000
New +$667M
USHY icon
4
iShares Broad USD High Yield Corporate Bond ETF
USHY
$28.6B
$511M 4.38%
+13,880,000
New +$516M
AAPL icon
5
Apple
AAPL
$4.56T
$324M 2.78%
1,295,000
+330,000
+34% +$77.8M
MSFT icon
6
Microsoft
MSFT
$3.69T
$317M 2.72%
751,919
+262,500
+54% +$112M
NVDA icon
7
NVIDIA
NVDA
$5.32T
$308M 2.64%
2,295,340
+100,000
+5% +$13.8M
AMZN icon
8
Amazon
AMZN
$2.93T
$308M 2.64%
1,402,716
+300,000
+27% +$61.4M
GOOGL icon
9
Alphabet (Google) Class A
GOOGL
$4.37T
$307M 2.63%
1,619,888
+545,000
+51% +$95.4M
META icon
10
Meta Platforms (Facebook)
META
$1.5T
$206M 1.76%
351,500
+95,000
+37% +$55.8M
TSLA icon
11
Tesla
TSLA
$1.26T
$170M 1.45%
420,000
+110,000
+35% +$35.4M
SJNK icon
12
State Street SPDR Bloomberg Short Term High Yield Bond ETF
SJNK
$4.75B
$138M 1.18%
5,461,703
-13,900,000
-72% -$354M
JPM icon
13
JPMorgan Chase
JPM
$947B
$110M 0.94%
457,869
+123,300
+37% +$28.7M
V icon
14
Visa
V
$690B
$100M 0.86%
317,960
+109,000
+52% +$32.8M
LLY icon
15
Eli Lilly
LLY
$1.05T
$94.6M 0.81%
122,600
+35,600
+41% +$29.5M
MA icon
16
Mastercard
MA
$502B
$89.6M 0.77%
170,225
+51,000
+43% +$26.4M
IYR icon
17
iShares US Real Estate ETF
IYR
$4.63B
$89.1M 0.76%
957,177
+282,050
+42% +$27.8M
UNH icon
18
UnitedHealth
UNH
$368B
$81.1M 0.7%
160,400
+38,400
+31% +$21.8M
XOM icon
19
ExxonMobil
XOM
$638B
$67.8M 0.58%
630,000
+163,000
+35% +$19.1M
WMT icon
20
Walmart Inc
WMT
$888B
$59.7M 0.51%
660,500
+163,500
+33% +$14.2M
HD icon
21
Home Depot
HD
$348B
$59.2M 0.51%
152,096
+40,000
+36% +$16.3M
COST icon
22
Costco
COST
$420B
$58.6M 0.5%
+64,000
New +$59.4M
NFLX icon
23
Netflix
NFLX
$307B
$57M 0.49%
640,000
+140,000
+28% +$11.5M
JNJ icon
24
Johnson & Johnson
JNJ
$618B
$51.6M 0.44%
356,600
+105,000
+42% +$16.3M
CRM icon
25
Salesforce
CRM
$152B
$50.1M 0.43%
150,000
+50,000
+50% +$16M
1
2 3 4 5

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WANY
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AIM
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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.