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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 9 of 12  ·  221 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ROST ROSS STORES INC Consumer Cyclical 57,767.0 $12.5M 0.01% +1K +2.5% $216.63 +5.0%
162 STZ CONSTELLATION BRANDS INC Consumer Defensive 81,709.0 $12.3M 0.01% +19K +29.6% $150.00 -6.1%
163 WPC WP CAREY INC Real Estate 177,903.0 $12.1M 0.01% +42K +31.0% $67.96 +9.6%
164 CHTR CHARTER COMMUNICATIONS INC Communication Services 55,191.0 $11.9M 0.01% +18K +46.6% $215.88 -38.8%
165 NTAP NETAPP INC Technology 112,387.0 $11.5M 0.01% +15K +15.8% $102.39 +66.3%
166 ALLE ALLEGION PLC Industrials 78,122.0 $11.4M 0.01% +2K +2.0% $145.29 -12.2%
167 FN FABRINET Technology 20,805.0 $10.9M 0.01% +9K +76.3% $521.52 +19.6%
168 IEX IDEX CORP Industrials 56,335.0 $10.7M 0.01% +939.0 +1.7% $189.55 +15.3%
169 KEY KEYCORP Financial Services 531,198.0 $10.7M 0.01% +18K +3.5% $20.05 +8.7%
170 ZM ZOOM COMMUNICATIONS INC Technology 131,416.0 $10.6M 0.01% +20K +18.3% $80.39 +26.4%
171 ARRY ARRAY TECHNOLOGIES INC Energy 1,445,720.0 $10.5M 0.01% +87K +6.4% $7.23 +8.4%
172 MSTR STRATEGY INC Technology 82,312.0 $10.3M 0.01% +3K +3.6% $124.80 +1.9%
173 FOX FOX CORP Communication Services 190,487.0 $10.1M 0.01% +6K +3.0% $53.10 +13.6%
174 ALAB ASTERA LABS INC Technology 91,020.0 $10.0M 0.01% +13K +16.5% $109.60 +216.0%
175 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 133,977.0 $9.5M 0.01% +2K +1.7% $71.18 -9.1%
176 MAS MASCO CORP Industrials 156,870.0 $9.5M 0.01% +2K +1.2% $60.37 +14.2%
177 NWSA NEWS CORP NEW Communication Services 363,651.0 $9.1M 0.01% +171K +89.1% $24.93 +8.5%
178 OMC OMNICOM GROUP INC Communication Services 113,213.0 $8.5M 0.01% +17K +17.3% $75.31 -0.3%
179 NTRS NORTHERN TR CORP Financial Services 58,615.0 $8.2M 0.01% +7K +13.8% $139.57 +21.2%
180 BE BLOOM ENERGY CORP Industrials 59,519.0 $8.1M 0.01% +11K +23.9% $135.49 +87.2%
Page 9 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%