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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 2 of 2  ·  32 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 SOLV SOLVENTUM CORP Healthcare 35,926 $2.3M 0.00% SOLD
22 DT DYNATRACE INC Technology 55,500 $2.1M 0.00% SOLD
23 BBIO BRIDGEBIO PHARMA INC Healthcare 27,600 $2.0M 0.00% SOLD
24 BLDR BUILDERS FIRSTSOURCE INC Industrials 21,681 $1.8M 0.00% SOLD
25 UDR UDR INC Real Estate 47,669 $1.6M 0.00% SOLD
26 SNAP SNAP INC Communication Services 314,852 $1.4M 0.00% SOLD
27 POOL POOL CORP Industrials 6,000 $1.2M 0.00% SOLD
28 HUBS HUBSPOT INC Technology 4,879 $1.2M 0.00% SOLD
29 OKLO OKLO INC Utilities 10,592 $525K 0.00% SOLD
30 Z ZILLOW GROUP INC Communication Services 9,529 $394K SOLD
31 ANGI ANGI INC Communication Services 27,204 $186K SOLD
32 ATHM AUTOHOME INC Communication Services 9,100 $158K SOLD
Page 2 of 2  ·  32 positions
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%