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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 13 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 542,570.0 $43.9M 0.05% +60K +12.4% $80.95 -4.0%
242 BKR BAKER HUGHES COMPANY Energy 712,719.0 $43.5M 0.05% -71K -9.1% $61.05 +6.2%
243 NSC NORFOLK SOUTHN CORP Industrials 151,090.0 $43.4M 0.05% +2K +1.1% $287.00 +8.0%
244 AWK AMERICAN WTR WKS CO INC NEW Utilities 318,564.0 $43.4M 0.05% +36K +12.6% $136.09 -10.0%
245 APG API GROUP CORP Industrials 1,059,000.0 $42.9M 0.04% -251K -19.2% $40.52 +4.1%
246 TRV TRAVELERS COMPANIES INC Financial Services 146,990.0 $42.9M 0.04% $291.68 +1.7%
247 AXON AXON ENTERPRISE INC Industrials 99,584.0 $42.3M 0.04% -11K -10.0% $424.69 +10.9%
248 PCAR PACCAR INC Industrials 365,768.0 $42.2M 0.04% -3K -0.9% $115.50 +2.5%
249 CNM CORE & MAIN INC Industrials 853,000.0 $42.1M 0.04% -231K -21.3% $49.40 +5.6%
250 SYK STRYKER CORPORATION Healthcare 127,283.0 $41.8M 0.04% -2K -1.4% $328.59 -8.2%
251 NICE NICE LTD Technology 375,700.0 $41.4M 0.04% $110.26 -17.2%
252 HOLOGIC INC 544,066.0 $41.1M 0.04% -23K -4.0% $75.59
253 PVH PVH CORPORATION Consumer Cyclical 588,586.0 $41.1M 0.04% $69.76 +10.1%
254 UBER UBER TECHNOLOGIES INC Technology 569,054.0 $40.9M 0.04% -157K -21.6% $71.93 -2.6%
255 FANG DIAMONDBACK ENERGY INC Energy 204,300.0 $40.4M 0.04% +2K +0.8% $197.79 +0.2%
256 WBD WARNER BROS DISCOVERY INC Communication Services 1,470,035.0 $40.4M 0.04% -66K -4.3% $27.46 -3.6%
257 NUE NUCOR CORP Basic Materials 237,606.0 $40.2M 0.04% -6K -2.4% $169.10 +49.9%
258 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 1,091,528.0 $40.1M 0.04% -544K -33.2% $36.75 +1.7%
259 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 433,326.0 $40.0M 0.04% $92.31 -3.6%
260 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 131,452.0 $40.0M 0.04% -12K -8.4% $304.08 +12.0%
Page 13 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%