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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 18 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 91,340.0 $26.8M 0.02% +19K +26.2% $293.18 +4.1%
342 MTD METTLER TOLEDO INTERNATIONAL Healthcare 20,848.0 $26.6M 0.02% -1K -5.4% $1277.51 +9.2%
343 WAT WATERS CORP Healthcare 70,706.0 $26.5M 0.02% +4K +5.8% $375.04 +9.5%
344 ANNALY CAPITAL MANAGEMENT IN 1,185,749.0 $26.5M 0.02% -249K -17.3% $22.36
345 ENVA ENOVA INTL INC Financial Services 109,000.0 $26.2M 0.02% NEW $240.73 +0.9%
346 YUMC YUM CHINA HLDGS INC Consumer Cyclical 640,364.0 $26.2M 0.02% -139K -17.9% $40.87 +21.2%
347 BSX BOSTON SCIENTIFIC CORP Healthcare 612,823.0 $26.2M 0.02% -646K -51.3% $42.68 +18.0%
348 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 329,183.0 $26.1M 0.02% +80K +31.9% $79.22 +6.4%
349 HSY HERSHEY CO Consumer Defensive 148,188.0 $26.0M 0.02% +949.0 +0.6% $175.45 +6.3%
350 QFIN QFIN HOLDINGS INC Financial Services 1,629,500.0 $25.8M 0.02% $15.81 -26.8%
351 ECG EVERUS CONSTR GROUP Industrials 155,000.0 $25.7M 0.02% -145K -48.3% $165.95 -24.1%
352 OSIS OSI SYSTEMS INC Technology 116,150.0 $25.4M 0.02% -2K -1.4% $218.70 -5.5%
353 ITW ILLINOIS TOOL WKS INC Industrials 93,206.0 $25.2M 0.02% +14K +17.1% $270.47 +4.4%
354 O REALTY INCOME CORP Real Estate 405,473.0 $25.1M 0.02% +76K +23.0% $61.96 +1.0%
355 GRMN GARMIN LTD Technology 105,699.0 $25.1M 0.02% +10K +10.7% $237.54 +24.1%
356 PPG PPG INDS INC Basic Materials 206,641.0 $25.1M 0.02% +8K +4.1% $121.29 -6.3%
357 CVNA CARVANA CO Consumer Cyclical 379,176.0 $25.0M 0.02% +302K +394.4% $65.82 +6.2%
358 PYPL PAYPAL HLDGS INC Financial Services 572,371.0 $24.7M 0.02% -14K -2.3% $43.18 +42.5%
359 STT STATE STR CORP Financial Services 145,358.0 $24.7M 0.02% $169.60 +10.3%
360 PAYX PAYCHEX INC Industrials 249,811.0 $24.6M 0.02% +53K +26.7% $98.33 +26.6%
Page 18 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%