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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 11 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 1,314,787.0 $75.2M 0.07% +523K +66.0% $57.22 +16.6%
202 ABT ABBOTT LABORATORIES Healthcare 825,544.0 $74.9M 0.07% -273K -24.9% $90.74 +28.5%
203 SYK STRYKER CORPORATION Healthcare 234,418.0 $73.8M 0.06% +107K +84.2% $314.84 +4.6%
204 CB CHUBB LIMITED Financial Services 212,613.0 $72.4M 0.06% -4K -1.8% $340.76 +0.1%
205 TGT TARGET CORP Consumer Defensive 552,759.0 $72.2M 0.06% +13K +2.5% $130.61 +26.7%
206 NEM NEWMONT CORP Basic Materials 755,050.0 $70.5M 0.06% +23K +3.1% $93.40 +40.9%
207 BIIB BIOGEN INC Healthcare 320,622.0 $69.3M 0.06% +31K +10.6% $216.06 +0.3%
208 BIRKENSTOCK HOLDING PLC 1,600,000.0 $68.8M 0.06% $43.03
209 RL RALPH LAUREN CORP Consumer Cyclical 170,000.0 $68.2M 0.06% +20K +13.3% $401.41 -7.2%
210 CMCSA COMCAST CORP NEW Communication Services 2,742,690.0 $67.3M 0.06% +151K +5.8% $24.55 +9.4%
211 EMBJ EMBRAER S.A. Industrials 1,050,000.0 $67.0M 0.06% NEW $63.80 +19.0%
212 CME CME GROUP INC Financial Services 293,397.0 $64.8M 0.06% +65K +28.4% $220.83 +24.5%
213 WMS ADVANCED DRAIN SYS INC DEL Industrials 410,660.0 $64.5M 0.06% +246K +148.9% $156.96 -8.4%
214 HCA HCA HEALTHCARE INC Healthcare 160,481.0 $62.6M 0.05% +19K +13.3% $389.89 +10.1%
215 AVAV AEROVIRONMENT INC Industrials 376,664.0 $62.2M 0.05% +103K +37.8% $165.07 -2.9%
216 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 1,591,618.0 $62.2M 0.05% +500K +45.8% $39.05 +1.1%
217 SBUX STARBUCKS CORP Consumer Cyclical 606,340.0 $62.0M 0.05% +41K +7.3% $102.19 +4.8%
218 ADP AUTOMATIC DATA PROCESSING IN Industrials 274,483.0 $61.5M 0.05% +28K +11.6% $223.95 +25.4%
219 UNM UNUM GROUP Financial Services 686,077.0 $61.3M 0.05% +190K +38.3% $89.40 -1.8%
220 WCC WESCO INTL INC Industrials 177,484.0 $61.3M 0.05% $345.43 +1.1%
Page 11 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%