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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 4 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AXP AMERICAN EXPRESS CO Financial Services 329,099.0 $111.3M 0.10% -5K -1.4% $338.25 -0.7%
62 ALGN ALIGN TECHNOLOGY INC Healthcare 658,200.0 $111.0M 0.10% -32K -4.6% $168.66 -3.6%
63 DE DEERE & CO Industrials 170,563.0 $108.2M 0.09% -48K -22.0% $634.33 +2.1%
64 ZTS ZOETIS INC Healthcare 1,485,141.0 $106.7M 0.09% -1.5M -50.6% $71.86 +8.2%
65 ARM ARM HOLDINGS PLC Technology 300,800.0 $106.7M 0.09% -120K -28.6% $354.57 -31.4%
66 RGLD ROYAL GOLD INC Basic Materials 519,081.0 $103.6M 0.09% -3K -0.6% $199.61 +29.8%
67 CMI CUMMINS INC Industrials 143,496.0 $102.3M 0.09% -4K -2.4% $713.21 -17.6%
68 SFM SPROUTS FMRS MKT INC Consumer Defensive 1,158,628.0 $98.0M 0.08% -422K -26.7% $84.58 -4.1%
69 DHR DANAHER CORP DEL Healthcare 513,528.0 $97.8M 0.08% -10K -1.8% $190.48 +14.9%
70 APP APPLOVIN CORP Technology 189,151.0 $97.5M 0.08% -3K -1.8% $515.23 -40.7%
71 FROG JFROG LTD Technology 1,041,898.0 $94.7M 0.08% -639K -38.0% $90.88 +1.4%
72 ZBRA ZEBRA TECHNOLOGIES CORPORATI Technology 357,100.0 $94.0M 0.08% -61K -14.6% $263.26 +40.0%
73 NEE NEXTERA ENERGY INC Utilities 1,033,484.0 $90.7M 0.08% -6K -0.6% $87.77 -4.7%
74 FFIV F5 INC Technology 209,286.0 $87.1M 0.07% -5K -2.2% $415.96 -7.5%
75 AIG AMERICAN INTL GROUP INC Financial Services 1,159,852.0 $86.4M 0.07% -273K -19.1% $74.53 +2.1%
76 BLK BLACKROCK INC Financial Services 85,642.0 $82.3M 0.07% -3K -3.5% $961.56 +20.3%
77 PINS PINTEREST INC Communication Services 3,879,751.0 $81.6M 0.07% -203K -5.0% $21.03 +11.3%
78 AMT AMERICAN TOWER CORP Real Estate 489,581.0 $80.1M 0.07% -464K -48.7% $163.57 +7.5%
79 INTU INTUIT Technology 295,456.0 $77.1M 0.07% -312K -51.3% $261.00 +40.6%
80 DELL DELL TECHNOLOGIES INC Technology 175,312.0 $75.6M 0.07% -22K -11.2% $431.46 +2.4%
Page 4 of 12  ·  226 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%