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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 5 of 12  ·  226 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ABT ABBOTT LABORATORIES Healthcare 825,544.0 $74.9M 0.07% -273K -24.9% $90.74 +28.5%
82 CB CHUBB LIMITED Financial Services 212,613.0 $72.4M 0.06% -4K -1.8% $340.76 +0.1%
83 CEG CONSTELLATION ENERGY CORP Utilities 224,901.0 $55.9M 0.05% -2K -0.9% $248.37 +9.9%
84 DLR DIGITAL RLTY TR INC Real Estate 302,639.0 $54.3M 0.05% -21K -6.3% $179.58 +6.1%
85 DG DOLLAR GEN CORP Consumer Defensive 471,981.0 $54.3M 0.05% -136K -22.4% $115.11 +7.2%
86 CHKP CHECK POINT SOFTWARE TECH LT Technology 390,739.0 $51.4M 0.04% -68K -14.8% $131.43 -0.7%
87 AXON AXON ENTERPRISE INC Industrials 88,890.0 $49.8M 0.04% -11K -10.7% $560.61 +12.0%
88 NUE NUCOR CORP Basic Materials 219,567.0 $48.9M 0.04% -18K -7.6% $222.75 +9.4%
89 JCI JOHNSON CONTROLS INTERNATION Industrials 326,358.0 $47.7M 0.04% -17K -5.0% $146.11 -2.1%
90 GDDY GODADDY INC Technology 559,199.0 $47.5M 0.04% -84K -13.1% $84.88 +14.4%
91 KR KROGER CO Consumer Defensive 850,278.0 $47.2M 0.04% -726K -46.0% $55.53 +4.3%
92 CIEN CIENA CORP Technology 96,103.0 $47.1M 0.04% -4K -3.6% $490.56 -19.3%
93 PSA PUBLIC STORAGE Real Estate 147,647.0 $47.0M 0.04% -20K -12.0% $318.31 +1.3%
94 OC OWENS CORNING NEW Industrials 289,357.0 $46.0M 0.04% -5K -1.6% $158.96 -6.9%
95 STE STERIS PLC Healthcare 217,252.0 $45.7M 0.04% -11K -4.7% $210.57 +13.0%
96 STLD STEEL DYNAMICS INC Basic Materials 197,970.0 $45.4M 0.04% -17K -7.9% $229.46 -0.3%
97 MIR MIRION TECHNOLOGIES INC Industrials 2,531,200.0 $45.4M 0.04% -629K -19.9% $17.93 -17.3%
98 FSLR FIRST SOLAR INC Energy 192,186.0 $45.3M 0.04% -3K -1.6% $235.96 -9.2%
99 TRV TRAVELERS COMPANIES INC Financial Services 131,083.0 $43.3M 0.04% -16K -10.8% $330.12 +10.1%
100 GLOBUS MED INC 520,363.0 $41.1M 0.04% -42K -7.5% $79.01
Page 5 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%