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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 15 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 OXY OCCIDENTAL PETE CORP Energy 792,639.0 $38.5M 0.03% -13K -1.7% $48.57 +26.2%
282 SHW SHERWIN WILLIAMS CO Basic Materials 110,045.0 $37.9M 0.03% +1K +1.1% $344.32 +0.7%
283 SLB SLB LIMITED Energy 812,571.0 $37.8M 0.03% +191K +30.8% $46.49 +15.9%
284 TER TERADYNE INC Technology 77,709.0 $37.6M 0.03% +23K +43.0% $483.84 -22.3%
285 MPWR MONOLITHIC PWR SYS INC Technology 27,002.0 $37.3M 0.03% -6K -17.3% $1382.36 -4.8%
286 UPS UNITED PARCEL SVCS INC Industrials 344,658.0 $37.1M 0.03% +2K +0.7% $107.50 -5.1%
287 ED CONSOLIDATED EDISON INC Utilities 334,422.0 $37.0M 0.03% +3K +0.8% $110.63 -3.9%
288 ABNB AIRBNB INC Consumer Cyclical 255,238.0 $36.5M 0.03% +18K +7.4% $143.10 +30.9%
289 HOOD ROBINHOOD MKTS INC Financial Services 363,226.0 $36.4M 0.03% -13K -3.4% $100.28 +7.8%
290 FAST FASTENAL CO Industrials 757,811.0 $36.4M 0.03% -18K -2.3% $48.03 +6.7%
291 IRM IRON MTN INC DEL Real Estate 287,064.0 $36.3M 0.03% +27K +10.3% $126.31 -3.4%
292 WSO WATSCO INC Industrials 87,004.0 $36.3M 0.03% +29K +49.5% $416.73 -25.1%
293 TTC TORO CO Industrials 371,000.0 $36.1M 0.03% -19K -4.9% $97.42 +2.1%
294 KDP KEURIG DR PEPPER INC Consumer Defensive 1,103,872.0 $36.1M 0.03% +26K +2.4% $32.73 -2.1%
295 AFL AFLAC INC Financial Services 305,659.0 $35.8M 0.03% +37K +13.6% $117.25 -1.0%
296 PRU PRUDENTIAL FINL INC Financial Services 331,689.0 $35.8M 0.03% +7K +2.1% $107.93 +12.2%
297 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 464,583.0 $35.5M 0.03% +66K +16.6% $76.40 +5.1%
298 IESC IES HOLDINGS INC Industrials 48,000.0 $35.3M 0.03% -6K -11.1% $734.66 -6.8%
299 AWK AMERICAN WTR WKS CO INC NEW Utilities 258,943.0 $34.1M 0.03% -60K -18.7% $131.58 +2.9%
300 SRE SEMPRA Utilities 363,479.0 $33.7M 0.03% -5K -1.2% $92.71 -10.6%
Page 15 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%