AP3's portfolio
Market value per asset category
Market value per asset category | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|
Total, SEK bn | 549.1 | 499.8 | 468.4 | 502.3 | 423.0 |
of which | |||||
Swedish equities | 65.7 | 63.8 | 54.0 | 62.9 | 52.1 |
Foreign equities | 199.5 | 150.8 | 133.4 | 171.1 | 140.7 |
Nominal fixed income, Swedish | 18.6 | 37.5 | 35.8 | 27.3 | 41.5 |
Nominal fixed income, foreign | 75.4 | 55.0 | 54.9 | 67.3 | 56.6 |
Index-linked bonds, Swedish | 3.6 | 3.5 | 3.4 | 4.0 | 3.8 |
Index-linked bonds, foreign | 23.2 | 25.8 | 23.7 | 27.7 | 22.6 |
Unlisted equities, Swedish and foreign | 44.1 | 37.1 | 34.9 | 29.8 | 17.8 |
Real estate and infrastructure (shares and promissory notes), of which | 113.4 | 116.8 | 126.7 | 111.5 | 82.7 |
Vasakronan | 25.1 | 24.4 | 28.1 | 25.3 | 21.0 |
Hemsö | 30.4 | 29.0 | 30.8 | 28.6 | 20.2 |
Farmoor | 0.0 | 1.9 | 2.4 | 2.9 | 2.8 |
Regio | 7.2 | 7.0 | 7.1 | 5.4 | 4.5 |
Sagax | 2.1 | 6.3 | 5.6 | 7.3 | 4.0 |
Trenum | 3.9 | 4.1 | 4.3 | 3.9 | 3.4 |
Trophi | 10.3 | 10.3 | 11.0 | 9.5 | 7.5 |
Ellevio | 10.6 | 10.8 | 10.8 | 6.8 | 6.4 |
Polhem | 2.8 | 2.4 | 2.8 | 2.9 | 0.5 |
4 to 1 | 0 | 1.5 | 1.4 | 0.8 | |
Timberland and agricultural land | 14.7 | 13.8 | 14.5 | 11.7 | 6.0 |
International real estate funds | 6.3 | 5.2 | 8.0 | 6.3 | 6.5 |
Other assets 1) | 0.2 | 0.7 | 2.2 | 3.6 | 4.8 |
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AP3’s securities. Here, you can download AP3’s various securities holdings. For us, it is important to create long-term value when selecting investments and in the management of companies in the 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.
Five-year summary