Formuepleje A/S

Q4 2024 13F-HR Holdings

Location
Aarhus C, G7
Holdings as of
12/31/2024
Date filed
8/27/2026
Form type
13F-HR
Num holdings
56
Total value ($000)
$1,853,847
Net value change ($000)
-100,893 (-5.2%)
New positions
3
Sold out positions
3
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/27/2026 Next filing: 8/27/2026 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
XYL 17,358 NEW
VOYA 14,771 NEW
ISRG 9,609 NEW
V 7,182 7.8%
GOOGL 7,148 9.6%
RNR 4,409 17.6%
ELV 3,026 10.0%
AMZN 2,990 4.0%
CDNS 2,788 10.7%
AZO 2,206 3.1%
Top Reduces (Value $000, Stocks/ETFs)
IQV -33,801 -100.0%
CSL -20,023 -25.5%
BDX -19,428 -100.0%
CARR -17,500 -20.7%
UNH -8,512 -12.4%
CTAS -8,449 -28.4%
TMO -5,216 -4.8%
FISV -4,942 -6.8%
COO -4,848 -22.8%
WSO -4,662 -13.0%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type