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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 12 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SBUX STARBUCKS CORP Consumer Cyclical 565,286.0 $50.6M 0.05% -3K -0.5% $89.59 +5.8%
222 STE STERIS PLC Healthcare 228,028.0 $50.4M 0.05% -43K -15.9% $221.13 -5.0%
223 AVAV AEROVIRONMENT INC Industrials 273,349.0 $50.0M 0.05% +12K +4.7% $183.05 +0.9%
224 ADP AUTOMATIC DATA PROCESSING IN Industrials 246,009.0 $50.0M 0.05% $203.18 +12.7%
225 COF CAPITAL ONE FINL CORP Financial Services 272,750.0 $49.8M 0.05% -14K -4.8% $182.43 -1.1%
226 ES EVERSOURCE ENERGY Utilities 702,198.0 $48.6M 0.05% +39K +5.9% $69.28 -1.7%
227 WCC WESCO INTL INC Industrials 177,484.0 $48.6M 0.05% -7K -3.8% $273.62 +29.1%
228 GLOBUS MED INC 562,403.0 $48.5M 0.05% +32K +6.0% $86.16
229 L LOEWS CORP Financial Services 452,897.0 $48.3M 0.05% -12K -2.5% $106.74 -0.7%
230 MDLZ MONDELEZ INTL INC Consumer Defensive 831,454.0 $47.9M 0.05% $57.64 +6.9%
231 MMM 3M CO Industrials 324,661.0 $47.2M 0.05% -4K -1.1% $145.23 +5.9%
232 OPCH OPTION CARE HEALTH INC Healthcare 1,726,000.0 $46.5M 0.05% $26.92 -25.4%
233 CF CF INDUSTRIES HOLD Basic Materials 356,235.0 $46.3M 0.05% +47K +15.1% $129.84 -15.7%
234 PSA PUBLIC STORAGE OPER CO Real Estate 167,851.0 $45.5M 0.05% $270.88 +14.8%
235 DCI DONALDSON INC Industrials 534,400.0 $45.4M 0.05% +6K +1.2% $84.87 -1.0%
236 SYY SYSCO CORP Consumer Defensive 631,228.0 $45.0M 0.05% +92K +17.1% $71.33 +7.2%
237 JCI JOHNSON CONTROLS INTERNATION Industrials 343,459.0 $45.0M 0.05% -2K -0.6% $130.95 +10.0%
238 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 792,187.0 $44.8M 0.05% -5K -0.6% $56.49 +0.1%
239 VTR VENTAS INC Real Estate 546,659.0 $44.7M 0.05% +73K +15.5% $81.78 -2.6%
240 FDX FEDEX CORP Industrials 124,792.0 $44.4M 0.05% -2K -1.6% $356.18 -7.3%
Page 12 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%