SEB Asset Management AB
Net seller this quarter
$26.6B
700
-$327M
34.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $1.84B | 6.91% | 0.04% | -5.5% | Q1 2026 |
 AAPL | $1.45B | 5.44% | 0.03% | +0.2% | Q1 2026 |
 AZN | $1.08B | 4.06% | Not reported | -3.7% | Q1 2026 |
 MSFT | $1.03B | 3.87% | 0.04% | +1.6% | Q1 2026 |
 AMZN | $736M | 2.77% | 0.03% | +1.9% | Q1 2026 |
 GOOGL | $703M | 2.65% | 0.02% | -0.8% | Q1 2026 |
 AVGO | $667M | 2.51% | 0.04% | -7.7% | Q1 2026 |
| GOOG | $568M | 2.14% | Not reported | +6.8% | Q1 2026 |
 MU | $532M | 2.00% | 0.04% | +28.2% | Q1 2026 |
 LLY | $468M | 1.76% | 0.04% | +0.8% | Q1 2026 |
 META | $402M | 1.51% | Not reported | +0.8% | Q1 2026 |
 AMD | $372M | 1.40% | 0.04% | +80.0% | Q1 2026 |
 JPM | $341M | 1.29% | 0.04% | -13.9% | Q1 2026 |
 JNJ | $331M | 1.25% | 0.05% | +1.3% | Q1 2026 |
 AMAT | $327M | 1.23% | 0.06% | -11.8% | Q1 2026 |
 TSLA | $282M | 1.06% | 0.02% | +7.3% | Q1 2026 |
 CSCO | $238M | 0.90% | 0.05% | +58.5% | Q1 2026 |
 MA | $229M | 0.86% | 0.04% | -24.2% | Q1 2026 |
 C | $227M | 0.85% | 0.10% | -27.4% | Q1 2026 |
 MRK | $213M | 0.80% | 0.07% | +0.8% | Q1 2026 |
 ABBV | $211M | 0.79% | 0.05% | -11.4% | Q1 2026 |
 INTC | $211M | 0.79% | 0.03% | +56.8% | Q1 2026 |
 V | $206M | 0.78% | 0.03% | +0.2% | Q1 2026 |
 KLAC | $196M | 0.74% | 0.05% | -17.3% | Q1 2026 |
 LRCX | $195M | 0.73% | 0.04% | +1.1% | Q1 2026 |
 BMY | $166M | 0.62% | 0.14% | -19.9% | Q1 2026 |
 GM | $151M | 0.57% | 0.22% | -14.9% | Q1 2026 |
 WMT | $149M | 0.56% | 0.02% | -9.2% | Q1 2026 |
 UNH | $142M | 0.53% | 0.04% | +14.1% | Q1 2026 |
 BAC | $141M | 0.53% | 0.04% | +26.3% | Q1 2026 |
 PANW | $140M | 0.53% | 0.05% | -26.6% | Q1 2026 |
 CAT | $136M | 0.51% | 0.03% | +5.1% | Q1 2026 |
 MRVL | $128M | 0.48% | 0.05% | +111.1% | Q1 2026 |
 SYK | $125M | 0.47% | 0.10% | +51.1% | Q1 2026 |
 CL | $119M | 0.45% | 0.16% | +21.7% | Q1 2026 |
 ANET | $118M | 0.45% | 0.06% | -8.3% | Q1 2026 |
 TFC | $111M | 0.42% | 0.18% | -17.7% | Q1 2026 |
 CB | $110M | 0.41% | 0.08% | -38.1% | Q1 2026 |
 PG | $110M | 0.41% | 0.03% | -15.5% | Q1 2026 |
 EW | $107M | 0.40% | 0.21% | -13.7% | Q1 2026 |
 GILD | $106M | 0.40% | 0.07% | -32.2% | Q1 2026 |
 VRT | $105M | 0.40% | 0.08% | +138.7% | Q1 2026 |
 COR | $104M | 0.39% | 0.19% | -13.9% | Q1 2026 |
 MSI | $102M | 0.38% | 0.15% | -5.3% | Q1 2026 |
 TXN | $102M | 0.38% | 0.04% | +9.6% | Q1 2026 |
 TD | $101M | 0.38% | 0.05% | -44.3% | Q1 2026 |
 TMO | $101M | 0.38% | 0.05% | +5.4% | Q1 2026 |
 ADBE | $100M | 0.38% | 0.12% | -10.0% | Q1 2026 |
 MELI | $99.2M | 0.37% | 0.12% | -37.9% | Q1 2026 |
 CVS | $96.8M | 0.36% | 0.07% | +7.3% | Q1 2026 |
| Q1 2026 | |||||
| NVDA | $1.69B | 7.24% | 0.04% | New | Q1 2026 |
| AAPL | $1.27B | 5.41% | 0.03% | New | Q1 2026 |
| AZN | $1.16B | 4.95% | Not reported | New | Q1 2026 |
| MSFT | $1B | 4.29% | 0.04% | New | Q1 2026 |
| AMZN | $632M | 2.70% | 0.03% | New | Q1 2026 |
| AVGO | $592M | 2.53% | 0.04% | New | Q1 2026 |
| GOOGL | $570M | 2.43% | 0.02% | New | Q1 2026 |
| GOOG | $432M | 1.85% | Not reported | New | Q1 2026 |
| META | $405M | 1.73% | Not reported | New | Q1 2026 |
| LLY | $356M | 1.52% | 0.04% | New | Q1 2026 |
| JPM | $356M | 1.52% | 0.05% | New | Q1 2026 |
| JNJ | $314M | 1.34% | 0.05% | New | Q1 2026 |
| MA | $294M | 1.25% | 0.05% | New | Q1 2026 |
| C | $253M | 1.08% | 0.13% | New | Q1 2026 |
| TSLA | $232M | 0.99% | 0.02% | New | Q1 2026 |
| BMY | $218M | 0.93% | 0.18% | New | Q1 2026 |
| ABBV | $206M | 0.88% | 0.05% | New | Q1 2026 |
| MRK | $198M | 0.84% | 0.07% | New | Q1 2026 |
| V | $181M | 0.77% | 0.03% | New | Q1 2026 |
| WMT | $180M | 0.77% | 0.02% | New | Q1 2026 |
| AMAT | $175M | 0.75% | 0.06% | New | Q1 2026 |
| GM | $172M | 0.73% | 0.26% | New | Q1 2026 |
| GILD | $172M | 0.73% | 0.10% | New | Q1 2026 |
| CB | $169M | 0.72% | 0.13% | New | Q1 2026 |
| MELI | $163M | 0.69% | 0.19% | New | Q1 2026 |
| TD | $139M | 0.59% | 0.09% | New | Q1 2026 |
| COR | $134M | 0.57% | 0.22% | New | Q1 2026 |
| ADBE | $132M | 0.56% | 0.13% | New | Q1 2026 |
 BSX | $130M | 0.56% | 0.14% | New | Q1 2026 |
 MCK | $130M | 0.55% | 0.12% | New | Q1 2026 |
| PG | $128M | 0.55% | 0.04% | New | Q1 2026 |
| TFC | $124M | 0.53% | 0.22% | New | Q1 2026 |
| MU | $121M | 0.52% | 0.03% | New | Q1 2026 |
| KLAC | $116M | 0.49% | 0.06% | New | Q1 2026 |
| MSI | $113M | 0.48% | 0.16% | New | Q1 2026 |
| EW | $110M | 0.47% | 0.24% | New | Q1 2026 |
 ADSK | $104M | 0.45% | 0.21% | New | Q1 2026 |
 NFLX | $99.4M | 0.42% | 0.02% | New | Q1 2026 |
| CSCO | $99.1M | 0.42% | 0.03% | New | Q1 2026 |
| BAC | $95.7M | 0.41% | 0.03% | New | Q1 2026 |
| LRCX | $94.8M | 0.41% | 0.04% | New | Q1 2026 |
| TMO | $93.5M | 0.40% | 0.05% | New | Q1 2026 |
| ANET | $93.2M | 0.40% | 0.06% | New | Q1 2026 |
| CL | $91.1M | 0.39% | 0.13% | New | Q1 2026 |
 NTAP | $90M | 0.38% | 0.45% | New | Q1 2026 |
 CDNS | $89.9M | 0.38% | 0.12% | New | Q1 2026 |
| PANW | $89.4M | 0.38% | 0.07% | New | Q1 2026 |
 CRM | $88.2M | 0.38% | 0.05% | New | Q1 2026 |
| SYK | $86.5M | 0.37% | 0.07% | New | Q1 2026 |
 BKNG | $86.4M | 0.37% | 0.06% | New | Q1 2026 |