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Portfolio (Quarterly) Guide ↗

Swedbank AB

· CIK 0000946431
13F Portfolio $103.4B AUM 1,054 positions Filed Feb 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 681 New
Page 33 of 35  ·  681 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
641 SMURFIT WESTROCK PLC 44,304.0 $1.7M 0.00% NEW $38.67
642 TOST TOAST INC Technology 44,997.0 $1.6M 0.00% NEW $35.51 -19.1%
643 CG CARLYLE GROUP INC Financial Services 26,842.0 $1.6M 0.00% NEW $59.11 -28.4%
644 AMN AMN HEALTHCARE SVCS INC Healthcare 99,500.0 $1.6M 0.00% NEW $15.76 +110.9%
645 MLM MARTIN MARIETTA MATLS INC Basic Materials 2,507.0 $1.6M 0.00% NEW $622.66 -7.0%
646 TAL TAL EDUCATION GROUP Consumer Defensive 140,041.0 $1.5M 0.00% NEW $10.91 -8.3%
647 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 53,900.0 $1.5M 0.00% NEW $27.83 +4.9%
648 OLMA OLEMA PHARMACEUTICALS INC Healthcare 55,100.0 $1.4M 0.00% NEW $25.00 -51.7%
649 GRUPO CIBEST SA 21,300.0 $1.4M 0.00% NEW $63.61
650 CAG CONAGRA BRANDS INC Consumer Defensive 73,300.0 $1.3M 0.00% NEW $17.31 -17.4%
651 NTNX NUTANIX INC Technology 23,654.0 $1.2M 0.00% NEW $51.69 -0.9%
652 PDM PIEDMONT REALTY TRUST INC Real Estate 138,437.0 $1.2M 0.00% NEW $8.34 +13.3%
653 BURL BURLINGTON STORES INC Consumer Cyclical 3,956.0 $1.1M 0.00% NEW $288.85 +9.0%
654 ST SENSATA TECHNOLOGIES HLDG PL Technology 34,000.0 $1.1M 0.00% NEW $33.29 +39.8%
655 ESS ESSEX PPTY TR INC Real Estate 4,308.0 $1.1M 0.00% NEW $261.68 +12.8%
656 OMF ONEMAIN HLDGS INC Financial Services 16,000.0 $1.1M 0.00% NEW $67.55 -10.6%
657 EVR EVERCORE INC Financial Services 3,070.0 $1.0M 0.00% NEW $340.25 +0.2%
658 DPZ DOMINOS PIZZA INC Consumer Cyclical 2,461.0 $1.0M 0.00% NEW $416.82 -27.0%
659 SATS ECHOSTAR CORP Technology 9,136.0 $993K 0.00% NEW $108.70 -7.2%
660 ROL ROLLINS INC Consumer Cyclical 16,530.0 $992K 0.00% NEW $60.02 -29.8%
Page 33 of 35  ·  681 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 43.1%
Healthcare 11.5%
Communication Services 11.5%
Financial Services 11.0%
Consumer Cyclical 8.7%
Industrials 6.5%
Real Estate 2.5%
Consumer Defensive 2.5%
Basic Materials 1.7%
Utilities 0.7%