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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 10 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AIG AMERICAN INTL GROUP INC Financial Services 1,159,852.0 $86.4M 0.07% -273K -19.1% $74.53 +2.1%
182 REZI RESIDEO TECHNOLOGIES INC Industrials 2,766,809.0 $86.0M 0.07% +102K +3.8% $31.10 -34.8%
183 ALMONTY INDS INC 5,156,017.0 $85.4M 0.07% NEW $16.56
184 LRN STRIDE INC Consumer Defensive 972,874.0 $83.9M 0.07% $86.24 -2.2%
185 LKQ LKQ CORP Consumer Cyclical 3,162,400.0 $83.3M 0.07% $26.33 -2.1%
186 S SENTINELONE INC Technology 4,861,821.0 $82.5M 0.07% +678K +16.2% $16.97 +24.9%
187 BLK BLACKROCK INC Financial Services 85,642.0 $82.3M 0.07% -3K -3.5% $961.56 +20.3%
188 PINS PINTEREST INC Communication Services 3,879,751.0 $81.6M 0.07% -203K -5.0% $21.03 +11.3%
189 CNC CENTENE CORP DEL Healthcare 1,266,223.0 $81.3M 0.07% +238K +23.1% $64.19 +1.3%
190 T AT&T INC Communication Services 3,887,381.0 $80.5M 0.07% +353K +10.0% $20.70 +22.2%
191 AMT AMERICAN TOWER CORP Real Estate 489,581.0 $80.1M 0.07% -464K -48.7% $163.57 +7.5%
192 DXCM DEXCOM INC Healthcare 1,166,132.0 $78.5M 0.07% +967K +484.4% $67.35 +37.1%
193 DIS DISNEY WALT CO Communication Services 815,062.0 $78.4M 0.07% +6K +0.7% $96.25 +12.0%
194 FITB FIFTH THIRD BANCORP Financial Services 1,388,935.0 $78.3M 0.07% +1.1M +394.1% $56.37 -2.7%
195 L LOEWS CORP Financial Services 684,763.0 $77.5M 0.07% +232K +51.2% $113.21 -3.0%
196 PHM PULTE GROUP INC Consumer Cyclical 564,839.0 $77.5M 0.07% $137.21 -6.0%
197 INTU INTUIT Technology 295,456.0 $77.1M 0.07% -312K -51.3% $261.00 +40.6%
198 HQY HEALTHEQUITY INC Healthcare 851,400.0 $76.9M 0.07% +145K +20.5% $90.32 +16.7%
199 SCHW SCHWAB CHARLES CORP Financial Services 831,512.0 $76.7M 0.07% +35K +4.5% $92.27 +21.7%
200 DELL DELL TECHNOLOGIES INC Technology 175,312.0 $75.6M 0.07% -22K -11.2% $431.46 +2.4%
Page 10 of 35  ·  696 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%