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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 24 of 35  ·  684 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DRI DARDEN RESTAURANTS INC Consumer Cyclical 62,281.0 $12.2M 0.01% -5K -8.0% $196.04 -0.0%
462 WPC WP CAREY INC Real Estate 177,903.0 $12.1M 0.01% +42K +31.0% $67.96 +8.8%
463 CHTR CHARTER COMMUNICATIONS INC Communication Services 55,191.0 $11.9M 0.01% +18K +46.6% $215.88 -38.8%
464 SEALED AIR CORP NEW 281,064.0 $11.8M 0.01% -2.6M -90.1% $42.05
465 FICO FAIR ISAAC CORP Technology 11,008.0 $11.8M 0.01% -377.0 -3.3% $1067.54 +13.1%
466 COHR COHERENT CORP Technology 48,502.0 $11.6M 0.01% -201K -80.6% $238.21 +68.7%
467 NTAP NETAPP INC Technology 112,387.0 $11.5M 0.01% +15K +15.8% $102.39 +66.3%
468 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 380,266.0 $11.5M 0.01% NEW $30.12 +10.4%
469 ALLE ALLEGION PLC Industrials 78,122.0 $11.4M 0.01% +2K +2.0% $145.29 -12.2%
470 SYF SYNCHRONY FINANCIAL Financial Services 166,810.0 $11.3M 0.01% -2K -1.1% $68.02 +3.7%
471 UAL UNITED AIRLS HLDGS INC Industrials 122,965.0 $11.3M 0.01% -5K -3.8% $92.07 +14.4%
472 PODD INSULET CORP Healthcare 53,188.0 $11.2M 0.01% -33K -38.1% $209.84 -27.8%
473 PRGS PROGRESS SOFTWARE CORP Technology 433,580.0 $11.1M 0.01% -302K -41.1% $25.65 +21.5%
474 FOR FORESTAR GROUP INC Real Estate 450,000.0 $11.0M 0.01% -20K -4.3% $24.44 +15.4%
475 HRB BLOCK H & R INC Consumer Cyclical 345,643.0 $11.0M 0.01% $31.74 +18.2%
476 CRH PLC 103,234.0 $10.9M 0.01% -17K -14.0% $105.12
477 FN FABRINET Technology 20,805.0 $10.9M 0.01% +9K +76.3% $521.52 +19.6%
478 LII LENNOX INTL INC Industrials 23,175.0 $10.8M 0.01% -3K -10.6% $464.13 +10.6%
479 IEX IDEX CORP Industrials 56,335.0 $10.7M 0.01% +939.0 +1.7% $189.55 +15.3%
480 KEY KEYCORP Financial Services 531,198.0 $10.7M 0.01% +18K +3.5% $20.05 +8.7%
Page 24 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%