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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 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 ASTRAZENECA PLC 3,989,339 $366.7M 0.35% SOLD
2 FCX FREEPORT-MCMORAN INC Basic Materials 977,337 $49.6M 0.05% SOLD
3 DSGR DISTRIBUTION SOLUTIONS GRP I Industrials 625,000 $17.1M 0.02% SOLD
4 CWAN CLEARWATER ANALYTICS HLDGS I Technology 600,000 $14.5M 0.01% SOLD
5 WTRG ESSENTIAL UTILS INC Utilities 373,159 $14.3M 0.01% SOLD
6 ROCK GIBRALTAR INDS INC Industrials 267,101 $13.2M 0.01% SOLD
7 CYBERARK SOFTWARE LTD 24,200 $10.8M 0.01% SOLD
8 VRNS VARONIS SYS INC Technology 328,309 $10.8M 0.01% SOLD
9 BXP BXP INC Real Estate 146,740 $9.9M 0.01% SOLD
10 POTLATCHDELTIC CORPORATION 229,299 $9.1M 0.01% SOLD
11 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 164,390 $8.0M 0.01% SOLD
12 MASI MASIMO CORP Healthcare 59,500 $7.7M 0.01% SOLD
13 VERA VERA THERAPEUTICS INC Healthcare 121,200 $6.1M 0.01% SOLD
14 DOCU DOCUSIGN INC Technology 73,588 $5.0M 0.01% SOLD
15 RGEN REPLIGEN CORP Healthcare 25,300 $4.1M 0.00% SOLD
16 DYNAVAX TECHNOLOGIES CORP 256,700 $3.9M 0.00% SOLD
17 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 74,522 $3.5M 0.00% SOLD
18 WSM WILLIAMS SONOMA INC Consumer Cyclical 18,537 $3.3M 0.00% SOLD
19 CRMD CORMEDIX INC Healthcare 250,000 $2.9M 0.00% SOLD
20 ALRM ALARM COM HLDGS INC Technology 45,316 $2.3M 0.00% SOLD
Page 1 of 2  ·  27 positions
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%