1y return+23.4%S&P 500 +20.9%
3y return+71.8%S&P 500 +68.5%
5y return+66.5%S&P 500 +74.5%
10y return+199.2%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $299 against $357 in the S&P 500.2
Mandatum Life Insurance Co LtdS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IVVIshares Tr | $196.3M | 36.3% | +6.1% |
| VOOVanguard Index Fds S&p 500 Etf | $48.4M | 9.0% | +12.2% |
| IPACIshares Tr | $21.5M | 4.0% | +13.6% |
| GOOGLAlphabet Inc | $16.5M | 3.1% | |
| CSCOCisco Sys Inc | $16.5M | 3.1% | |
| CCitigroup Inc | $12.0M | 2.2% | |
| IWMIshares Tr | $11.2M | 2.1% | +20.1% |
| ROKRockwell Automation Inc | $11.0M | 2.0% | |
| GEHCGe Healthcare Technologies I | $10.6M | 2.0% | +65.0% |
| JPMJpmorgan Chase & Co | $10.0M | 1.8% | |
| MSFTMicrosoft Corp | $9.2M | 1.7% | +12.5% |
| Klarna Group PLCCUSIP G5279N105 | $9.1M | 1.7% | New |
| EMREmerson Elec Co | $8.9M | 1.7% | +25.0% |
| CARRCarrier Global Corporation | $8.2M | 1.5% | |
| MAMastercard Inc | $7.4M | 1.4% | |
| BACBank Amer Corp | $7.3M | 1.4% | |
| TJXTjx Cos Inc | $6.8M | 1.3% | |
| VVisa Inc | $6.4M | 1.2% | |
| CRMSalesforce Inc | $6.3M | 1.2% | +150.1% |
| METAFacebook Inc | $6.0M | 1.1% | −2.0% |
| TGTTarget Corp | $5.8M | 1.1% | |
| HUMHumana Inc | $5.6M | 1.0% | |
| MOOVaneck Vectors Etf Tr | $5.0M | 0.9% | |
| TSLATesla Inc | $4.9M | 0.9% | |
| GAPGap Inc | $4.7M | 0.9% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2021 | +900.3% | $2.7M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $16.5M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $10.0M |
| TJXTjx Cos Inc | June 30, 2020 | +199.6% | $6.8M |
| CCitigroup Inc | June 30, 2020 | +173.9% | $12.0M |
| METAFacebook Inc | June 30, 2020 | +148.1% | $6.0M |
| VOOVanguard Index Fds S&p 500 Etf | June 30, 2020 | +142.3% | $48.4M |
| IVVIshares Tr | June 30, 2020 | +141.8% | $196.3M |
| BACBank Amer Corp | June 30, 2020 | +139.9% | $7.3M |
| CSCOCisco Sys Inc | September 30, 2024 | +120.7% | $16.5M |
Sold off last quarter
- VRTVertiv Holdings Co was $2.9M
- MRVLMarvell Technology Inc was $2.4M
- PATHUipath Inc was $1.4M
- Stellantis N.vCUSIP N82405106 was $512K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.3% | +14.8% |
| March 31, 2026 | −4.6% | −4.6% |
| December 31, 2025 | +4.8% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +12.0% | +10.5% |
| March 31, 2025 | −3.7% | −4.6% |
| December 31, 2024 | +1.7% | +2.1% |
| September 30, 2024 | +5.1% | +5.4% |
| June 30, 2024 | +1.8% | +4.0% |
| March 31, 2024 | +10.5% | +10.0% |
| December 31, 2023 | +9.8% | +11.2% |
| September 30, 2023 | −2.3% | −3.6% |
| June 30, 2023 | +5.5% | +8.3% |
| March 31, 2023 | +7.2% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.7% | −5.3% |
| June 30, 2022 | −15.3% | −16.5% |
| March 31, 2022 | −5.6% | −4.9% |
| December 31, 2021 | +6.2% | +10.7% |
| September 30, 2021 | −1.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Mandatum Life Insurance Co Ltd Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1664324&type=13F-HR&dateb=&owner=include&count=40CIK 1664324
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1664324/000166432426000004/Filed August 3, 2026 · accession 0001664324-26-000004