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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 8 of 35  ·  696 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WELL WELLTOWER INC Real Estate 586,668.0 $133.2M 0.12% -47K -7.4% $226.97 +5.4%
142 BK BANK OF NY MELLON CORP Financial Services 880,146.0 $127.3M 0.11% -10K -1.1% $144.61 -0.6%
143 TXN TEXAS INSTRS INC Technology 426,544.0 $127.1M 0.11% +37K +9.4% $298.07 -11.3%
144 SNDK SANDISK CORP Technology 54,419.0 $123.7M 0.11% +22K +68.2% $2273.73 -29.8%
145 PEP PEPSICO INC Consumer Defensive 888,767.0 $120.3M 0.10% +6K +0.7% $135.40 +6.0%
146 WDC WESTERN DIGITAL CORP Technology 187,145.0 $119.5M 0.10% -8K -4.3% $638.72 -28.1%
147 GIS GENERAL MILLS INC Consumer Defensive 3,402,868.0 $118.4M 0.10% +1.8M +107.5% $34.80 +14.9%
148 REGN REGENERON PHARMACEUTICALS Healthcare 189,848.0 $118.4M 0.10% -26K -11.9% $623.54 +33.8%
149 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 302,501.0 $117.0M 0.10% $386.73 +3.6%
150 AMP AMERIPRISE FINL INC Financial Services 254,201.0 $116.6M 0.10% -3K -1.0% $458.76 +21.1%
151 CW CURTISS WRIGHT CORP Industrials 153,220.0 $116.1M 0.10% -8K -4.9% $757.76 -16.2%
152 EQIX EQUINIX INC Real Estate 108,574.0 $113.2M 0.10% +6K +5.6% $1042.39 +2.2%
153 DHI D R HORTON INC Consumer Cyclical 688,343.0 $112.1M 0.10% $162.88 -8.9%
154 AXP AMERICAN EXPRESS CO Financial Services 329,099.0 $111.3M 0.10% -5K -1.4% $338.25 -0.7%
155 ALGN ALIGN TECHNOLOGY INC Healthcare 658,200.0 $111.0M 0.10% -32K -4.6% $168.66 -3.6%
156 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 651,082.0 $109.7M 0.10% +72K +12.4% $168.53 -9.5%
157 HSIC SCHEIN HENRY INC Healthcare 1,310,822.0 $109.5M 0.09% $83.52 +6.0%
158 WFC WELLS FARGO & CO Financial Services 1,314,892.0 $108.7M 0.09% +53K +4.2% $82.64 +1.5%
159 DE DEERE & CO Industrials 170,563.0 $108.2M 0.09% -48K -22.0% $634.33 +2.1%
160 FTDR FRONTDOOR INC Consumer Cyclical 1,375,600.0 $106.7M 0.09% +92K +7.2% $77.59 +6.4%
Page 8 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%