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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 10 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 579,429.0 $76.3M 0.08% -5K -0.8% $131.74 +23.8%
182 GXO GXO LOGISTICS INCORPORATED Industrials 1,470,000.0 $76.2M 0.08% -230K -13.5% $51.85 -5.3%
183 TXN TEXAS INSTRS INC Technology 389,869.0 $75.7M 0.08% $194.14 +49.8%
184 EOG EOG RES INC Energy 520,124.0 $75.2M 0.08% -6K -1.1% $144.57 -3.1%
185 PINS PINTEREST INC Communication Services 4,083,036.0 $74.9M 0.08% $18.34 +19.9%
186 SCHW SCHWAB CHARLES CORP Financial Services 796,022.0 $74.8M 0.08% +8K +1.0% $93.98 -6.3%
187 CMCSA COMCAST CORP NEW Communication Services 2,591,710.0 $74.4M 0.08% +101K +4.1% $28.71 -17.2%
188 DG DOLLAR GEN CORP Consumer Defensive 608,408.0 $72.2M 0.08% +202K +49.8% $118.73 -10.0%
189 CB CHUBB LTD SWITZ Financial Services 216,445.0 $70.5M 0.07% -37K -14.7% $325.95 -1.2%
190 FTDR FRONTDOOR INC Consumer Cyclical 1,283,600.0 $67.9M 0.07% $52.86 +20.1%
191 CME CME GROUP INC Financial Services 228,423.0 $67.5M 0.07% +38K +19.8% $295.35 -14.7%
192 HCA HCA HEALTHCARE INC Healthcare 141,582.0 $67.0M 0.07% -6K -3.9% $473.24 -23.6%
193 PHM PULTE GROUP INC Consumer Cyclical 562,594.0 $66.2M 0.07% -9K -1.5% $117.61 +0.1%
194 CHKP CHECK POINT SOFTWARE TECH LT Technology 458,650.0 $65.5M 0.07% +4K +1.0% $142.85 -9.5%
195 TGT TARGET CORP Consumer Defensive 539,540.0 $65.4M 0.07% +13K +2.5% $121.20 +2.3%
196 FISV FISERV INC Technology 1,146,900.0 $64.0M 0.07% $55.80 -5.5%
197 ARM ARM HOLDINGS PLC Technology 421,000.0 $63.7M 0.07% +57K +15.7% $151.28 +129.0%
198 CEG CONSTELLATION ENERGY CORP Utilities 226,921.0 $63.4M 0.07% -92K -28.7% $279.25 -10.2%
199 FFIV F5 INC Technology 214,014.0 $61.9M 0.07% +7K +3.3% $289.33 +36.9%
200 GIS GENERAL MILLS INC Consumer Defensive 1,640,282.0 $61.1M 0.06% +881K +116.0% $37.22 -11.0%
Page 10 of 35  ·  684 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 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%