AP3’s portfolio
AP3’s core mission is to create value in the Swedish pension system. By assuming responsibility and influencing the companies that we invest in, we make sure to generate the best possible returns for current and future pensioners.
As of 12/31/2022
AP3s portfolio – about our asset classes and securities holdings
Market value per asset category
AP3’s exposure in the different asset classes
AP3’s portfolio comprises three types of investments: listed equities, fixed income and alternative investments. In the chart on the right, you see them sub-divide into different asset classes.
As of 12/31/2022
Return and contribution per asset class
AP3’s portfolio by asset class, return and contribution. (Currencies include currency hedges and exchange rate effects. Only the contribution to total portfolio return is shown for currencies and other strategies.)
As of 12/31/2022
More about AP3
Listed equities
AP3 invests close to half its assets in global equity markets. Equities have long been the fulcrum of the AP3 investment model and the Fund has a group of highly skilled professionals in equity management. […]
Fixed income and currencies
The fixed income and currency team manages the Fund’s fixed income investments, which are subdivided into government, inflation-linked and corporate securities. The team is also responsible for currency management, including hedging, active currency risk-taking and the treasury function. […]
Alternative investments
Just over 34 percent of AP3's portfolio consists of alternative investments. These investments include unlisted equities such as private equity funds, real-estate, infrastructure assets, timberland and insurance risk. […]