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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $116.0B AUM 1,123 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 297 Added 226 Reduced 32 Exited
Page 8 of 15  ·  297 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SLB SLB LIMITED Energy 812,571.0 $37.8M 0.03% +191K +30.8% $46.49 +15.9%
142 TER TERADYNE INC Technology 77,709.0 $37.6M 0.03% +23K +43.0% $483.84 -22.3%
143 UPS UNITED PARCEL SVCS INC Industrials 344,658.0 $37.1M 0.03% +2K +0.7% $107.50 -5.1%
144 ED CONSOLIDATED EDISON INC Utilities 334,422.0 $37.0M 0.03% +3K +0.8% $110.63 -3.9%
145 ABNB AIRBNB INC Consumer Cyclical 255,238.0 $36.5M 0.03% +18K +7.4% $143.10 +30.9%
146 IRM IRON MTN INC DEL Real Estate 287,064.0 $36.3M 0.03% +27K +10.3% $126.31 -3.4%
147 WSO WATSCO INC Industrials 87,004.0 $36.3M 0.03% +29K +49.5% $416.73 -25.1%
148 KDP KEURIG DR PEPPER INC Consumer Defensive 1,103,872.0 $36.1M 0.03% +26K +2.4% $32.73 -2.1%
149 AFL AFLAC INC Financial Services 305,659.0 $35.8M 0.03% +37K +13.6% $117.25 -1.0%
150 PRU PRUDENTIAL FINL INC Financial Services 331,689.0 $35.8M 0.03% +7K +2.1% $107.93 +12.2%
151 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 464,583.0 $35.5M 0.03% +66K +16.6% $76.40 +5.1%
152 GNRC GENERAC HLDGS INC Industrials 113,000.0 $33.1M 0.03% +74K +191.1% $292.81 -29.7%
153 VRSK VERISK ANALYTICS INC Industrials 180,557.0 $32.4M 0.03% +65K +55.8% $179.53 +4.4%
154 THC TENET HEALTHCARE CORP Healthcare 170,885.0 $32.0M 0.03% +23K +15.5% $187.08 +50.1%
155 CSX CSX CORP Industrials 647,705.0 $30.8M 0.03% +20K +3.2% $47.53 +8.5%
156 MCO MOODYS CORP Financial Services 67,899.0 $30.8M 0.03% +685.0 +1.0% $452.92 +11.1%
157 ADSK AUTODESK INC Technology 156,889.0 $30.5M 0.03% +3K +1.6% $194.42 +30.6%
158 ROP ROPER TECHNOLOGIES INC Industrials 89,990.0 $30.5M 0.03% +15K +20.0% $338.39 +21.7%
159 BE BLOOM ENERGY CORP Industrials 99,844.0 $30.2M 0.03% +40K +67.8% $302.70 -33.4%
160 CARR CARRIER GLOBAL CORPORATION Industrials 408,512.0 $30.0M 0.03% +4K +1.1% $73.35 -17.7%
Page 8 of 15  ·  297 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 49.2%
Healthcare 11.3%
Financial Services 9.7%
Consumer Cyclical 8.2%
Industrials 6.9%
Communication Services 6.7%
Consumer Defensive 2.9%
Real Estate 2.3%
Basic Materials 1.7%
Utilities 1.0%