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Varma Mutual Pension Insurance Co.

CIK:0001698484
Pension Fund
$48B AUM
309 holdings
Helsinki, Finland
Founded:1998
580 employees
Latest filing:Jun 30, 2025

Varma Mutual Pension Insurance Company is Finland's largest pension insurance provider, headquartered in Helsinki. Founded in 1998 through the merger of Pension-Sampo and another major segment, Varma is a mutual company owned by its client companies, self-employed customers, and insured employees. It provides statutory pension insurance (TyEL for employees and YEL for entrepreneurs) and is a major institutional investor managing statutory pension assets. Varma serves over 900,000 clients—including employees, entrepreneurs, and pensioners—and employs around 580 people.

Investment Strategy

Varma invests pension contributions profitably and securely to fund current and future pensions, with a focus on responsible and long-term value creation. The investment portfolio includes fixed income, equities, real estate, private equity, hedge funds, and infrastructure, with special consideration for ESG factors. Varma avoids investments in companies that manufacture tobacco, nuclear weapons, or generate more than 30% of electricity from coal. It emphasizes sustainability, corporate social responsibility, and ESG integration across all asset classes. About 25% of its total investments are allocated to Finland, and it maintains a stewardship role to influence portfolio companies for responsible practices.

Latest 13F Filing Activity

Varma Mutual Pension Insurance Co. filed their most recent 13F report on Jun 30, 2025 disclosing 306 equity positions with a total 13F market value of $14B. The fund increased holdings in DBX Etf TR, Nvidia Corporation, Microsoft Corp. among other positions. Varma Mutual Pension Insurance Co. reduced exposure to Ishares TR, SPDR Ser TR, DBX Etf TR among others.

Top Buys
E
EMCSDBX ETF TR
+$583.0M
N
NVDANVIDIA CORPORATION
+$206.3M
M
MSFTMICROSOFT CORP
+$134.0M
A
AMZNAMAZON COM INC
+$101.1M
M
METAMETA PLATFORMS INC
+$87.5M
Top Sells
I
IGVISHARES TR
-$220.9M
J
JNKSPDR SER TR
-$104.8M
A
ASHRDBX ETF TR
-$52.9M
V
VWOBVANGUARD WHITEHALL FDS
-$49.9M
E
EMBISHARES TR
-$44.9M

Top Holdings

E
EMCSDBX ETF TR
+5.5%$751.1M
N
NVDANVIDIA CORPORATION
+4.3%$585.7M
M
MSFTMICROSOFT CORP
+3.8%$522.0M
A
AAPLAPPLE INC
+3.5%$478.0M
A
AMZNAMAZON COM INC
+2.4%$332.1M

Equity Positions (306)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
DBX ETF TR5.53%$751.1M24,060,680$29.96$31.22+$583.0M
NVIDIA CORPORATION4.32%$585.7M3,707,266$77.90$157.99+$206.3M
MICROSOFT CORP3.85%$522.0M1,049,476$317.38$497.41+$134.0M
APPLE INC3.52%$478.0M2,329,683$177.02$205.17-$19.0M
AMAZON COM INC2.45%$332.1M1,513,611$188.57$219.39+$101.1M

Industry Allocation

SEMICONDUCTORS & RELATED DEVICES
+7.9%
SERVICES-PREPACKAGED SOFTWARE
+6.6%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.0%
ELECTRONIC COMPUTERS
+3.9%
PHARMACEUTICAL PREPARATIONS
+2.4%