Varma Mutual Pension Insurance Co
Institutional investor · Portfolio as of Q2 2023
Top Holdings214 positions
iShares Trust RUSSELL 2000 ETF | 4M | $756.1M | 9.0% | $180.65 | 0.00% | 1 qtr | New 98 |
XTRACKERS EMERGING MARKETS CARBON REDUCTION AND CLIMATE IMPROVERS ETF | 17.8M | $479.9M | 5.7% | $27.79 | -13.25% | 8 qtrssince 2021-Q3 | Unchanged 0 |
INVESCO S&P 500 EQUAL WEIGHT ETF | 2.9M | $439.8M | 5.3% | $141.93 | 0.00% | 1 qtr | New 96 |
VANGUARD WORLD FDS | 783,283 | $346.3M | 4.1% | $328.74 | +30.47% | 9 qtrssince 2021-Q2 | Decreased 0 |
Microsoft Corp. | 879,625 | $299.5M | 3.6% | $228.12 | +45.56% | 18 qtrssince 2019-Q1 | Decreased 0 |
Vanguard Index Funds S&P 500 ETF SHS | 663,170 | $270.1M | 3.2% | $363.00 | +7.26% | 18 qtrssince 2019-Q1 | Unchanged 0 |
Apple Inc. | 1.3M | $260.7M | 3.1% | $126.53 | +51.05% | 18 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD SCOTTSDALE FDS | 3M | $237.1M | 2.8% | $68.29 | -0.05% | 18 qtrssince 2019-Q1 | Unchanged 0 |
ISHARES U.S. CARBON TRANSITION READINESS AWARE ACTIVE ETF | 4.8M | $235.1M | 2.8% | $47.25 | -0.67% | 9 qtrssince 2021-Q2 | Unchanged 0 |
Invesco QQQ Trust, Series 1 UNIT SER 1 | 619,883 | $229M | 2.7% | $358.41 | 0.00% | 1 qtr | New 79 |
SELECT SECTOR SPDR TR | 6.6M | $222M | 2.7% | $30.45 | +5.58% | 2 qtrssince 2023-Q1 | Decreased 0 |
ISHARES ESG OPTIMIZED MSCI USA ETF | 2.4M | $220.1M | 2.6% | $89.95 | 0.00% | 1 qtr | New 79 |
VANGUARD WORLD FDS | 2.7M | $217.1M | 2.6% | $76.91 | 0.00% | 1 qtr | New 79 |
ISHARES TR | 2.6M | $191.4M | 2.3% | $62.34 | +2.34% | 17 qtrssince 2019-Q2 | Unchanged 0 |
VANGUARD SHORT-TERM CORPORATE BOND ETF | 2.5M | $187.6M | 2.2% | $66.55 | +2.06% | 4 qtrssince 2022-Q3 | Unchanged 0 |
Alphabet Inc. | 1.4M | $165.5M | 2.0% | $116.63 | +1.67% | 13 qtrssince 2020-Q2 | Decreased 0 |
Amazon.com, Inc. | 1.2M | $160.1M | 1.9% | $148.98 | -12.50% | 14 qtrssince 2020-Q1 | Increased 72 |
iShares Trust US HOME CONS ETF | 1.6M | $139.2M | 1.7% | $66.67 | +24.04% | 2 qtrssince 2023-Q1 | Unchanged 0 |
VANGUARD EMERGING MARKETS GOVERNMENT BOND ETF | 2M | $124.5M | 1.5% | $47.11 | +8.28% | 4 qtrssince 2022-Q3 | Increased 58 |
ISHARES JP MORGAN USD EMERGING MARKETS BOND ETF | 1.3M | $108.7M | 1.3% | $80.98 | -9.78% | 11 qtrssince 2020-Q4 | Decreased 0 |
Varma Mutual Pension Insurance Co manages $8.4B across 214 positions as of Q2 2023. Top holdings: IWM (9.0%), EMCR (5.7%), RSP (5.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 4.5/5.0.
Active quarter - 32 new positions, 33 exits, 22 increased. Top move: IWM (NEW, conviction 98). Portfolio: $8.4B across 214 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR