Mandatum Life Insurance Co Ltd

CIK

1664324

Location

HELSINKI, H9

Portfolio Value

Small $570,035,871

Diversification

Moderately concentrated

Filing Date

Global Rank

#3,659 / 8,827 ▲ 162 · as of Jun 2026

Top Industry

Banks - Diversified 11.2%

Period ended 38 days ago

Filed Nov 6, 2026 · 1d

27 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Concentrated

The top 10 positions are 70.8% of the book (60%+)

Turnover

Low turnover

19.4% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 21.3 quarters (12+), a floor since 74.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 77.2%; sector active share 42.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

79 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

44.4%

+0.2 pts

Top 5

61.9%

+0.3 pts

Top 10

71.0%

+0.2 pts

HHI

2,132

Moderately concentrated+24

Portfolio Trend

27 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	56.1%	$319,586,418	22
Technology	13.1%	$74,418,595	20
Financial Services	7.7%	$43,694,957	6
Industrials	6.9%	$39,218,966	9
Communication Services	5.8%	$33,287,677	4
Consumer Cyclical	4.1%	$23,545,520	8
Healthcare	3.1%	$17,598,738	4
Consumer Defensive	2.5%	$14,105,745	4
Utilities	0.7%	$3,955,853	1
Basic Materials	0.1%	$623,402	1

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

24 positions

Ticker	Company	Δ Shares	Shares	Value
IPAC	iShares Core MSCI Pacific ETF	+29,172	291,025	$24,769,137
CARR	CARRIER GLOBAL Corp	+20,000	131,157	$7,195,273
DIS	Walt Disney Co	+20,000	54,993	$5,768,765
GEHC	GE HealthCare Technologies Inc.	+15,000	180,037	$11,769,018
PLUG	Plug Power Inc	+13,500	55,847	$108,343
NVDA	Nvidia Corp	+12,000	25,328	$5,784,408
IVV	iShares Core S&P 500 ETF	+11,913	274,049	$209,880,426
ZBRA	Zebra Technologies Corp	+11,000	24,000	$8,959,440
AMZN	Amazon Com Inc	+10,602	14,550	$3,625,132
CEG	Constellation Energy Corp	+9,428	15,573	$3,955,853
VOO	VANGUARD 500 INDEX FUND	+7,707	78,113	$54,746,277
GOOGL	Alphabet Inc.	+6,932	53,142	$18,285,099
AVGO	Broadcom Inc.	+6,555	7,495	$2,632,169
MOO	VanEck Agribusiness ETF	+6,277	69,654	$5,674,711
IWM	iShares Russell 2000 ETF	+4,939	42,055	$11,686,663
ICLN	iShares Global Clean Energy ETF	+4,489	33,658	$572,186
CRWD	CrowdStrike Holdings, Inc.	+1,814	2,320	$614,220
SBSW	Sibanye Stillwater Ltd	+1,185	61,058	$623,402
BRK-B	Berkshire Hathaway Inc	+294	1,863	$927,680
ANET	Arista Networks, Inc.	+150	15,450	$3,145,465
META	Meta Platforms, Inc.	+90	10,776	$7,814,539
MSFT	Microsoft Corp	+63	24,774	$12,706,584
AMD	Advanced Micro Devices Inc	+40	1,848	$1,130,532
CAT	Caterpillar Inc	+11	3,272	$2,652,904
No positions match the current search.

Trimmed

Positions the filer reduced

12 positions

Ticker	Company	Δ Shares	Shares	Value
ZETA	Zeta Global Holdings Corp.	−39,588	48,412	$1,528,366
CSCO	Cisco Systems, Inc.	−15,000	125,464	$13,503,690
MDB	MongoDB, Inc.	−2,627	2,473	$862,112
MU	Micron Technology Inc	−2,160	1,577	$1,679,678
EEMA	iShares Trust	−550	3,405	$0
PFE	Pfizer Inc	−500	8,095	$230,869
QCOM	Qualcomm Inc	−474	8,148	$1,499,557
BE	Bloom Energy Corp	−250	850	$235,433
BABA	Alibaba Group Holding Ltd	−200	2,036	$218,951
ARM	Arm Holdings PLC	−190	838	$242,735
TSM	Taiwan Semiconductor Manufacturing Co Ltd	−100	5,383	$2,455,670
LLY	ELI LILLY & Co	−10	222	$256,871
No positions match the current search.

New Positions

Positions the filer opened this quarter

1 positions

Ticker	Company	Shares	Value	Open
SPCX	Space Exploration Technologies Corp	19,631	$2,961,532
No positions match the current search.

Sold Out

Positions the filer fully exited

11 positions

Ticker	Company	Shares	Value
KLAR	Klarna Group plc	450,712	$9,122,410
MDT	Medtronic plc	59,138	$4,626,365
HYG	iShares iBoxx $ High Yield Corporate Bond ETF	13,714	$1,096,708
IREN	IREN Ltd	22,960	$1,049,960
LQD	iShares iBoxx $ Investment Grade Corporate Bond ETF	9,520	$1,038,346
NBIS	Nebius Group N.V.	1,350	$372,829
INTC	Intel Corp	2,015	$281,354
CMI	Cummins Inc	350	$249,623
GEV	GE Vernova Inc.	206	$242,021
O	Realty Income Corp	3,603	$223,241
BUR	Burford Capital Ltd	43,000	$176,300
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

79 tracked positions · $570,035,871 total · filing declares 80 positions · $571,673,278 · as of Sep 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology Utilities

Showing 1–50 of 79 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
IVV	iShares Core S&P 500 ETF	Added	274,049	+11,913	$209,880,426	+6.9%	36.82%
VOO	VANGUARD 500 INDEX FUND	Added	78,113	+7,707	$54,746,277	+13.2%	9.60%
IPAC	iShares Core MSCI Pacific ETF	Added	291,025	+29,172	$24,769,137	+15.5%	4.35%
GOOGL	Alphabet Inc. Communication Services	Added	53,142	+6,932	$18,285,099	+10.7%	3.21%
CSCO	Cisco Systems, Inc. Technology	Reduced	125,464	-15,000	$13,503,690	−18.2%	2.37%
MSFT	Microsoft Corp Technology	Added	24,774	+63	$12,706,584	+37.8%	2.23%
GEHC	GE HealthCare Technologies Inc. Healthcare	Added	180,037	+15,000	$11,769,018	+11.4%	2.06%
IWM	iShares Russell 2000 ETF	Added	42,055	+4,939	$11,686,663	+4.8%	2.05%
C	Citigroup Inc Financial Services	Held	85,383	0	$11,055,390	−7.5%	1.94%
JPM	Jpmorgan Chase & Co Financial Services	Held	30,502	0	$10,090,976	+1.1%	1.77%
EMR	Emerson Electric Co Industrials	Held	62,500	0	$9,693,750	+8.3%	1.70%
ROK	Rockwell Automation, Inc Industrials	Held	22,200	0	$9,664,326	−12.1%	1.70%
CRM	Salesforce, Inc. Technology	Held	40,230	0	$9,235,601	+46.5%	1.62%
ZBRA	Zebra Technologies Corp Technology	Added	24,000	+11,000	$8,959,440	+161.8%	1.57%
MA	Mastercard Inc Financial Services	Held	14,395	0	$7,938,410	+7.4%	1.39%
META	Meta Platforms, Inc. Communication Services	Added	10,776	+90	$7,814,539	+29.8%	1.37%
CARR	CARRIER GLOBAL Corp Industrials	Added	131,157	+20,000	$7,195,273	−11.8%	1.26%
BAC	Bank Of America Corp Financial Services	Held	128,910	0	$7,016,571	−4.5%	1.23%
TGT	Target Corp Consumer Defensive	Held	44,723	0	$7,007,646	+20.0%	1.23%
V	Visa Inc. Financial Services	Held	18,551	0	$6,665,930	+4.7%	1.17%
TJX	Tjx Companies Inc Consumer Cyclical	Held	45,000	0	$5,953,950	−12.7%	1.04%
NVDA	Nvidia Corp Technology	Added	25,328	+12,000	$5,784,408	+116.9%	1.01%
DIS	Walt Disney Co Communication Services	Added	54,993	+20,000	$5,768,765	+71.3%	1.01%
GAP	Gap Inc Consumer Cyclical	Held	250,000	0	$5,710,000	+22.3%	1.00%
MOO	VanEck Agribusiness ETF	Added	69,654	+6,277	$5,674,711	+13.1%	1.00%
HUM	Humana Inc Healthcare	Held	14,000	0	$5,341,980	−3.9%	0.94%
FLS	Flowserve Corp Industrials	Held	60,000	0	$4,387,200	−1.4%	0.77%
TSLA	Tesla, Inc. Consumer Cyclical	Held	11,682	0	$4,144,890	−15.6%	0.73%
KMB	Kimberly Clark Corp Consumer Defensive	Held	42,249	0	$4,116,320	−11.2%	0.72%
USMV	iShares MSCI USA Min Vol Factor ETF	Held	41,527	0	$4,046,390	+1.0%	0.71%
PANW	Palo Alto Networks Inc Technology	Held	10,033	0	$3,986,211	+16.5%	0.70%
CEG	Constellation Energy Corp Utilities	Added	15,573	+9,428	$3,955,853	+159.2%	0.69%
ABNB	Airbnb, Inc. Consumer Cyclical	Held	22,600	0	$3,630,690	+12.3%	0.64%
AMZN	Amazon Com Inc Consumer Cyclical	Added	14,550	+10,602	$3,625,132	+285.3%	0.64%
PLTR	Palantir Technologies Inc. Technology	Held	17,236	0	$3,223,993	+60.3%	0.57%
ANET	Arista Networks, Inc. Technology	Added	15,450	+150	$3,145,465	+21.0%	0.55%
SPCX	Space Exploration Technologies Corp Industrials	NEW	19,631	NEW	$2,961,532	NEW	0.52%
EEM	iShares MSCI Emerging Markets ETF	Held	42,083	0	$2,810,723	−2.4%	0.49%
CL	Colgate Palmolive Co Consumer Defensive	Held	32,500	0	$2,772,900	−6.9%	0.49%
CAT	Caterpillar Inc Industrials	Added	3,272	+11	$2,652,904	−23.6%	0.47%
AVGO	Broadcom Inc. Technology	Added	7,495	+6,555	$2,632,169	+641.3%	0.46%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	5,383	-100	$2,455,670	−6.2%	0.43%
DE	Deere & Co Industrials	Held	3,455	0	$2,320,205	+5.9%	0.41%
SPY	Spdr S&P 500 ETF Trust	Held	2,885	0	$2,200,187	+2.1%	0.39%
MU	Micron Technology Inc Technology	Reduced	1,577	-2,160	$1,679,678	−61.1%	0.29%
ZETA	Zeta Global Holdings Corp. Technology	Reduced	48,412	-39,588	$1,528,366	−11.7%	0.27%
QCOM	Qualcomm Inc Technology	Reduced	8,148	-474	$1,499,557	−5.9%	0.26%
CMCSA	Comcast Corp Communication Services	Held	65,224	0	$1,419,274	−11.4%	0.25%
AMD	Advanced Micro Devices Inc Technology	Added	1,848	+40	$1,130,532	+7.6%	0.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	1,863	+294	$927,680	+18.2%	0.16%

Showing the top 50 of 79 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.