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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 30 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 CSGP COSTAR GROUP INC Real Estate 181,818.0 $5.1M 0.00% +83K +83.9% $28.32 +13.9%
582 ILMN ILLUMINA INC Healthcare 29,102.0 $5.1M 0.00% +3K +10.5% $175.83 +24.8%
583 DRS LEONARDO DRS INC Industrials 119,867.0 $5.1M 0.00% +2K +1.4% $42.67 -4.6%
584 OOMA OOMA INC Communication Services 263,400.0 $5.1M 0.00% NEW $19.22 +14.6%
585 WEX WEX INC Technology 35,300.0 $5.0M 0.00% $141.09 +41.7%
586 DOW DOW HLDGS INC Basic Materials 181,884.0 $5.0M 0.00% NEW $27.36 +18.2%
587 RAPP RAPPORT THERAPEUTICS INC Healthcare 117,400.0 $4.9M 0.00% +4K +3.7% $41.67 +15.8%
588 KBH KB HOME Consumer Cyclical 77,524.0 $4.9M 0.00% $62.59 -11.5%
589 COLD AMERICOLD REALTY TRUST INC Real Estate 300,000.0 $4.7M 0.00% $15.72 -3.0%
590 XENE XENON PHARMACEUTICALS INC Healthcare 76,300.0 $4.6M 0.00% +50K +191.2% $60.36 +0.7%
591 COGT COGENT BIOSCIENCES INC Healthcare 118,400.0 $4.6M 0.00% NEW $38.70 -5.1%
592 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 52,365.0 $4.5M 0.00% +16K +43.9% $86.09 +17.3%
593 TW TRADEWEB MKTS INC Financial Services 45,020.0 $4.5M 0.00% +27K +146.7% $99.66 +7.4%
594 PODD INSULET CORP Healthcare 29,128.0 $4.4M 0.00% -24K -45.2% $152.25 -2.7%
595 SVRA SAVARA INC Healthcare 715,900.0 $4.4M 0.00% +16K +2.3% $6.16 -9.3%
596 SLG SL GREEN RLTY CORP Real Estate 84,808.0 $4.4M 0.00% $51.77 +11.0%
597 DAR DARLING INGREDIENTS INC Consumer Defensive 79,496.0 $4.3M 0.00% NEW $54.62 +20.4%
598 GEF GREIF INC Consumer Cyclical 57,766.0 $4.3M 0.00% $74.49 +18.0%
599 EPR EPR PPTYS Real Estate 73,232.0 $4.2M 0.00% $58.01 +4.0%
600 WST WEST PHARMACEUTICAL SVSC INC Healthcare 11,504.0 $4.1M 0.00% +1K +10.4% $359.00 -1.6%
Page 30 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%