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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $95.1B AUM 1,062 positions Filed Apr 29, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 30 New 221 Added 282 Reduced 27 Exited
Page 10 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ITRI ITRON INC Technology 89,800.0 $8.0M 0.01% +42K +88.7% $89.63 -8.7%
182 JBL JABIL INC Technology 29,377.0 $7.8M 0.01% +1K +3.7% $265.63 +37.0%
183 ATO ATMOS ENERGY CORP Utilities 42,155.0 $7.8M 0.01% +1K +3.0% $184.72 -9.1%
184 CHRW C H ROBINSON WORLDWIDE IN Industrials 44,561.0 $7.4M 0.01% +1K +2.8% $166.07 +13.3%
185 SHLS SHOALS TECHNOLOGIES GROUP IN Energy 1,099,445.0 $7.2M 0.01% +75K +7.3% $6.58 +65.3%
186 ASUR ASURE SOFTWARE INC Technology 800,000.0 $6.9M 0.01% +50K +6.7% $8.60 +4.5%
187 CNH INDL N V 624,431.0 $6.9M 0.01% +20K +3.2% $11.00
188 CLX CLOROX CO DEL Consumer Defensive 66,037.0 $6.8M 0.01% +2K +2.4% $103.63 -8.2%
189 MCHP MICROCHIP TECHNOLOGY INC. Technology 103,165.0 $6.7M 0.01% +43K +72.6% $64.61 +41.4%
190 BAX BAXTER INTL INC Healthcare 393,432.0 $6.6M 0.01% +12K +3.2% $16.80 +14.5%
191 HBAN HUNTINGTON BANCSHARES INC Financial Services 418,223.0 $6.5M 0.01% +3K +0.6% $15.65 +5.4%
192 HEICO CORP NEW 30,600.0 $6.5M 0.01% +7K +28.6% $211.09
193 JBHT HUNT J B TRANS SVCS INC Industrials 30,103.0 $6.4M 0.01% +1K +3.8% $211.90 +36.0%
194 TME TENCENT MUSIC ENTMT GROUP Communication Services 651,685.0 $6.0M 0.01% +41K +6.7% $9.28 -2.3%
195 NEBIUS GROUP N.V. 57,098.0 $5.9M 0.01% +5K +8.9% $103.76
196 DRS LEONARDO DRS INC Industrials 118,211.0 $5.3M 0.01% +22K +22.9% $44.52 +4.6%
197 ZS ZSCALER INC Technology 35,365.0 $5.0M 0.01% +15K +70.8% $140.29 -6.8%
198 TROW PRICE T ROWE GROUP INC Financial Services 51,509.0 $4.6M 0.01% +9K +20.9% $90.14 +17.0%
199 MSA MSA SAFETY INC Industrials 27,018.0 $4.4M 0.01% +7K +35.8% $163.95 -3.1%
200 SATS ECHOSTAR CORP Technology 37,615.0 $4.4M 0.01% +28K +311.7% $117.07 -0.4%
Page 10 of 12  ·  221 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 42.0%
Healthcare 12.2%
Communication Services 10.8%
Financial Services 10.3%
Consumer Cyclical 8.8%
Industrials 6.9%
Consumer Defensive 3.2%
Real Estate 2.7%
Basic Materials 1.9%
Utilities 0.9%