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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 22 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 BALL BALL CORP Consumer Cyclical 288,477.0 $18.0M 0.02% -5K -1.8% $62.40 +1.9%
422 GXO GXO LOGISTICS INCORPORATED Industrials 355,000.0 $18.0M 0.02% -1.1M -75.8% $50.70 -9.8%
423 MKC MCCORMICK & CO INC Consumer Defensive 353,152.0 $17.8M 0.01% -22K -5.9% $50.42 +9.9%
424 RBLX ROBLOX CORP Technology 326,969.0 $17.8M 0.01% +9K +2.7% $54.38 -29.4%
425 SKYWARD SPECIALTY INS GROUP 300,050.0 $17.5M 0.01% $58.35
426 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 45,950.0 $17.5M 0.01% -13K -21.9% $380.37 -29.9%
427 IQVIA HLDGS INC 90,294.0 $17.4M 0.01% -1K -1.4% $193.22
428 ARRY ARRAY TECHNOLOGIES INC Energy 2,351,820.0 $17.4M 0.01% +906K +62.7% $7.41 -36.7%
429 AER AERCAP HOLDINGS NV Industrials 119,396.0 $17.4M 0.01% $145.78 +0.3%
430 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 54,663.0 $17.4M 0.01% -36K -39.6% $317.53 -8.0%
431 NTAP NETAPP INC Technology 111,081.0 $17.2M 0.01% -1K -1.2% $154.76 +24.2%
432 ENPH ENPHASE ENERGY INC Energy 348,649.0 $17.2M 0.01% +17K +5.2% $49.24 -21.6%
433 DUPONT DE NEMOURS INC 124,735.0 $16.9M 0.01% NEW $135.64
434 PNR PENTAIR PLC Industrials 220,021.0 $16.9M 0.01% -4K -1.8% $76.66 -16.0%
435 NXT NEXTPOWER INC Technology 139,733.0 $16.6M 0.01% -13K -8.6% $119.14 -27.7%
436 PLUS EPLUS INC Technology 200,000.0 $16.6M 0.01% -140K -41.2% $83.23 +4.3%
437 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 955,694.0 $16.6M 0.01% +13K +1.3% $17.35 -2.2%
438 JKHY HENRY JACK & ASSOC INC Technology 120,000.0 $16.5M 0.01% -29K -19.6% $137.74 +20.7%
439 FTAI AVIATION LTD 61,013.0 $16.5M 0.01% +33K +120.6% $270.53
440 BRC BRADY CORP Industrials 180,000.0 $16.5M 0.01% -60K -25.0% $91.57 -0.3%
Page 22 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%