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Portfolio (Quarterly) Guide ↗

DANSKE BANK A/S

· CIK 0000800177
13F Portfolio $50.6B AUM 2,039 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 352 Added 288 Reduced 78 Exited
Page 2 of 15  ·  288 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADI Analog Devices Inc Technology 336,969.0 $133.8M 0.27% -18K -5.1% $397.17 -6.1%
22 AXP American Express Co Financial Services 381,712.0 $129.1M 0.26% -75K -16.5% $338.25 -0.7%
23 HWM Howmet Aerospace Inc Industrials 471,853.0 $126.9M 0.25% -9K -1.9% $268.86 +1.0%
24 PWR Quanta Services Inc Industrials 153,812.0 $110.8M 0.22% -8K -4.7% $720.04 -11.2%
25 DIS Walt Disney Co/The Communication Services 1,104,344.0 $106.3M 0.21% -20K -1.8% $96.25 +12.0%
26 GILD Gilead Sciences Inc Healthcare 840,400.0 $106.2M 0.21% -17K -2.0% $126.34 +15.7%
27 TT Trane Technologies PLC Industrials 207,737.0 $102.0M 0.20% -7K -3.3% $491.16 -7.7%
28 CMI Cummins Inc Industrials 132,744.0 $94.7M 0.19% -22K -14.3% $713.21 -17.6%
29 NEM Newmont Corp Basic Materials 993,564.0 $92.8M 0.18% -97K -8.9% $93.40 +40.9%
30 PH Parker-Hannifin Corp Industrials 93,944.0 $91.9M 0.18% -15K -13.8% $978.12 +2.4%
31 SPGI S&P Global Inc Financial Services 214,414.0 $87.3M 0.17% -4K -1.9% $407.26 +5.9%
32 VRT Vertiv Holdings Co Industrials 250,755.0 $84.0M 0.17% -10K -3.8% $334.82 -21.8%
33 UBER Uber Technologies Inc Technology 1,149,875.0 $83.0M 0.16% -53K -4.4% $72.16 +9.2%
34 PNC PNC Financial Services Group Inc/The Financial Services 304,228.0 $74.9M 0.15% -55K -15.3% $246.22 -1.3%
35 ADBE Adobe Inc Technology 363,268.0 $74.5M 0.15% -14K -3.7% $205.02 +34.3%
36 APP AppLovin Corp Technology 138,455.0 $71.3M 0.14% -12K -8.1% $515.23 -40.7%
37 AME AMETEK Inc Industrials 282,679.0 $68.4M 0.14% -34K -10.8% $241.94 -1.0%
38 SYK Stryker Corp Healthcare 209,057.0 $65.8M 0.13% -44K -17.5% $314.84 +4.6%
39 TDG TransDigm Group Inc Industrials 48,972.0 $65.2M 0.13% -498.0 -1.0% $1332.04 -9.9%
40 CL Colgate-Palmolive Co Consumer Defensive 702,384.0 $64.4M 0.13% -108K -13.3% $91.68 -0.7%
Page 2 of 15  ·  288 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 40.5%
Financial Services 11.7%
Consumer Cyclical 10.9%
Healthcare 9.7%
Communication Services 8.1%
Industrials 7.9%
Consumer Defensive 4.3%
Basic Materials 2.0%
Real Estate 1.9%
Utilities 1.9%