Mandatum Life Insurance Co Ltd
Long book
$444.8M
Q1 2026
Positions
84
Top-10 weight
64%
concentration
Last quarter
+18.2%
SPY +14.8%
Turnover
23%
of book per quarter
Strategy in plain words
auto-generated from filingsMandatum Life Insurance Co Ltd is a wealth-management firm allocating client money, running a $444.8M US long book across 84 positions.
The portfolio is concentrated: the top 10 names carry 64% of the portfolio. Turnover is modest: positions are typically held for years. Current anchor positions: ISHARES CORE S&P 500 ETF, VANGUARD S&P 500 ETF, ISHARES CORE MSCI PACIFIC ET, ALPHABET INC-CL A, CISCO SYSTEMS INC.
Over the last 9 quarters its long book ran on average 0.6pp per quarter ahead of the S&P 500, beating the index in 5 of 9 quarters. Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.
Implied long-book return vs S&P 500
methodology: positions priced quarterly, no shorts/options Fund long book S&P 500
Q1 2024
+2.2%
Q2 2024
+5.5%
Q3 2024
+2.4%
Q4 2024
-3.9%
Q1 2025
+12.5%
Q2 2025
+7.5%
Q3 2025
+5.3%
Q4 2025
-4.3%
Q1 2026
+18.2%
Sector allocation
Technology 35%
Financials 15%
Industrials 14%
Consumer discretionary 10%
Services media 10%
Other 7%
Healthcare 7%
Communications 1%
Long book by quarter
What does Mandatum Life own?
Q1 2026 13F| Company | Sector | Shares | Value | % of book | Change |
|---|---|---|---|---|---|
| GOOGL ALPHABET INC-CL A | Technology | 46.2K | $13.3M | 3.0% | -5.9% |
| CSCO CISCO SYSTEMS INC | Technology | 140.5K | $10.9M | 2.5% | Held |
| C CITIGROUP INC | Financials | 85.4K | $9.7M | 2.2% | Held |
| JPM JPMORGAN CHASE & CO | Financials | 30.5K | $9.0M | 2.0% | Held |
| MSFT MICROSOFT CORP | Technology | 22.0K | $8.1M | 1.8% | +0.2% |
| ROK ROCKWELL AUTOMATION INC | Other | 22.2K | $8.0M | 1.8% | +26.9% |
| MA MASTERCARD INC - A | Services media | 14.4K | $7.2M | 1.6% | +1.0% |
| TJX TJX COMPANIES INC | Consumer discretionary | 45.0K | $7.2M | 1.6% | Held |
| GEHC GE HEALTHCARE TECHNOLOGY | Healthcare | 100.0K | $7.1M | 1.6% | Held |
| EMR EMERSON ELECTRIC CO | Industrials | 50.0K | $6.6M | 1.5% | Held |
| BAC BANK OF AMERICA CORP | Financials | 128.9K | $6.3M | 1.4% | Held |
| CARR CARRIER GLOBAL CORP | Industrials | 111.2K | $6.3M | 1.4% | +36.1% |
| META META PLATFORMS INC-CLASS A | Technology | 10.9K | $6.2M | 1.4% | -26.9% |
| GAP GAP INC/THE | Consumer discretionary | 250.0K | $6.0M | 1.4% | Held |
| V VISA INC-CLASS A SHARES | Services media | 18.6K | $5.6M | 1.3% | +1.2% |
| MU MICRON TECHNOLOGY INC | Technology | 16.3K | $5.5M | 1.2% | -49.8% |
| TGT TARGET CORP | Consumer discretionary | 44.7K | $5.4M | 1.2% | Held |
| MDT MEDTRONIC PLC | Healthcare | 59.1K | $5.1M | 1.2% | Held |
| FLS FLOWSERVE CORP | Industrials | 60.0K | $4.4M | 1.0% | Held |
| TSLA TESLA INC | Industrials | 11.7K | $4.3M | 1.0% | +7.1% |
| DIS WALT DISNEY CO/THE | Services media | 35.3K | $3.4M | 0.8% | Held |
| CRM SALESFORCE INC | Technology | 16.1K | $3.0M | 0.7% | New |
| VRT VERTIV HOLDINGS CO-A | Technology | 11.7K | $2.9M | 0.7% | New |
| ABNB AIRBNB INC-CLASS A | Services media | 22.6K | $2.9M | 0.6% | Held |
| CL COLGATE-PALMOLIVE CO | Other | 32.5K | $2.8M | 0.6% | Held |
| KMB KIMBERLY-CLARK CORP | Other | 26.2K | $2.5M | 0.6% | Held |
| PLTR PALANTIR TECHNOLOGIES INC-A | Technology | 17.2K | $2.5M | 0.6% | -1.3% |
| HUM HUMANA INC | Financials | 14.0K | $2.4M | 0.5% | Held |
| MRVL MARVELL TECHNOLOGY INC | Technology | 24.1K | $2.4M | 0.5% | New |
| CAT CATERPILLAR INC | Industrials | 3.2K | $2.3M | 0.5% | New |
| NVDA NVIDIA CORP | Technology | 11.7K | $2.0M | 0.5% | +34.5% |
| DE DEERE & CO | Industrials | 3.4K | $1.9M | 0.4% | +21.8% |
| ANET ARISTA NETWORKS INC | Technology | 15.3K | $1.9M | 0.4% | New |
| CMCSA COMCAST CORP-CLASS A | Communications | 65.2K | $1.9M | 0.4% | Held |
| CEG CONSTELLATION ENERGY | Utilities | 6.1K | $1.7M | 0.4% | New |
| PANW PALO ALTO NETWORKS INC | Technology | 10.6K | $1.7M | 0.4% | New |
| QCOM QUALCOMM INC | Technology | 13.1K | $1.7M | 0.4% | +994.2% |
| PATH UIPATH INC - CLASS A | Technology | 128.0K | $1.4M | 0.3% | New |
| IREN IREN LTD | Financials | 41.0K | $1.4M | 0.3% | New |
| ZETA ZETA GLOBAL HOLDINGS CORP-A | Technology | 88.0K | $1.4M | 0.3% | New |
| MDB MONGODB INC | Technology | 5.1K | $1.2M | 0.3% | New |
| AMZN AMAZON.COM INC | Consumer discretionary | 3.2K | $676K | 0.2% | +26.0% |
| BRK/B BERKSHIRE HATHAWAY INC-CL B | Financials | 1.3K | $602K | 0.1% | +1.9% |
| AAPL APPLE INC | Technology | 2.3K | $575K | 0.1% | -8.7% |
| STLA STELLANTIS NV | Industrials | 73.5K | $512K | 0.1% | Held |
| AMD ADVANCED MICRO DEVICES | Technology | 1.7K | $337K | 0.1% | Held |
| WMT WALMART INC | Consumer discretionary | 2.0K | $250K | 0.1% | Held |
| AVGO BROADCOM INC | Technology | 800 | $248K | 0.1% | Held |
| CRWD CROWDSTRIKE HOLDINGS INC - A | Technology | 626 | $244K | 0.1% | -19.8% |
| PFE PFIZER INC | Healthcare | 8.6K | $241K | 0.1% | -34.1% |
13F filing history
| Period | Form | Filed | Entries | Reported value | Flags | Source |
|---|---|---|---|---|---|---|
| Q1 2026 | 13F-HR | May 5, 2026 | 84 | $444.8M | canonical | SEC ↗ |
| Q4 2025 | 13F-HR | Feb 11, 2026 | 77 | $438.0M | canonical | SEC ↗ |
| Q3 2025 | 13F-HR | Nov 6, 2025 | 81 | $418.6M | canonical | SEC ↗ |
| Q2 2025 | 13F-HR | Jul 11, 2025 | 82 | $379.9M | canonical | SEC ↗ |
| Q1 2025 | 13F-HR | May 5, 2025 | 74 | $325.7M | canonical | SEC ↗ |
| Q4 2024 | 13F-HR | Jan 16, 2025 | 81 | $337.4M | canonical | SEC ↗ |
| Q3 2024 | 13F-HR | Oct 21, 2024 | 84 | $326.0M | canonical | SEC ↗ |
| Q2 2024 | 13F-HR | Aug 1, 2024 | 83 | $298.6M | canonical | SEC ↗ |
| Q1 2024 | 13F-HR | May 8, 2024 | 83 | $299.0M | canonical | SEC ↗ |