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Portfolio (Quarterly) Guide ↗

SEB Asset Management AB

· CIK 0002127509
13F Portfolio $26.6B AUM 700 positions Filed Aug 4, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 700 New
Page 24 of 35  ·  700 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 STN STANTEC INC Industrials 75,825.0 $5.2M 0.02% NEW $68.95 +7.4%
462 ARES ARES MANAGEMENT CORPORATION Financial Services 46,207.0 $5.1M 0.02% NEW $111.31 +26.9%
463 WST WEST PHARMACEUTICAL SVSC INC Healthcare 14,242.0 $5.1M 0.02% NEW $359.00 -1.6%
464 LEIDOS HOLDINGS INC 49,372.0 $5.1M 0.02% NEW $102.97
465 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 64,002.0 $5.1M 0.02% NEW $79.22 +6.4%
466 SMURFIT WESTROCK PLC 109,379.0 $5.1M 0.02% NEW $46.26
467 ALHC ALIGNMENT HEALTHCARE INC Healthcare 210,836.0 $5.0M 0.02% NEW $23.81 -44.7%
468 LPLA LPL FINL HLDGS INC Financial Services 17,757.0 $5.0M 0.02% NEW $281.68 +28.3%
469 CORPAY INC 14,968.0 $5.0M 0.02% NEW $333.27
470 NTR NUTRIEN LTD Basic Materials 78,554.0 $4.9M 0.02% NEW $62.97 +19.5%
471 WTS WATTS WATER TECHNOLOGIES INC Industrials 12,562.0 $4.9M 0.02% NEW $391.45 -4.1%
472 REGCO REGENCY CTRS CORP 61,334.0 $4.9M 0.02% NEW $79.74
473 RB GLOBAL INC 41,950.0 $4.9M 0.02% NEW $116.40
474 LZ LEGALZOOM COM INC Industrials 796,368.0 $4.9M 0.02% NEW $6.13 -4.8%
475 YELP YELP INC Communication Services 197,434.0 $4.8M 0.02% NEW $24.52 -4.3%
476 BALL BALL CORP Consumer Cyclical 77,132.0 $4.8M 0.02% NEW $62.40 +1.9%
477 CHTR CHARTER COMMUNICATIONS INC Communication Services 33,488.0 $4.8M 0.02% NEW $142.21 +5.6%
478 DRI DARDEN RESTAURANTS INC Consumer Cyclical 23,098.0 $4.8M 0.02% NEW $206.01 +7.6%
479 CHRW C H ROBINSON WORLDWIDE IN Industrials 25,176.0 $4.7M 0.02% NEW $188.34 -24.8%
480 DLTR DOLLAR TREE INC Consumer Defensive 38,777.0 $4.7M 0.02% NEW $120.95 +8.7%
Page 24 of 35  ·  700 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 40.0%
Healthcare 18.2%
Financial Services 13.3%
Consumer Cyclical 9.2%
Communication Services 6.2%
Industrials 5.9%
Consumer Defensive 2.9%
Real Estate 2.1%
Basic Materials 1.7%
Utilities 0.5%