Swedbank AB
Net buyer this quarter
$116B
696
+$2.67B
37.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 NVDA | $8.71B | 7.51% | 0.18% | +0.2% | Q1 2021 |
 AAPL | $5.85B | 5.04% | 0.14% | +4.0% | Q1 2021 |
 MSFT | $5.54B | 4.78% | 0.20% | -1.8% | Q1 2021 |
 AVGO | $4.97B | 4.29% | 0.28% | +5.9% | Q1 2021 |
 AMZN | $3.93B | 3.39% | 0.15% | +3.6% | Q1 2021 |
 GOOGL | $3.45B | 2.97% | 0.08% | +1.3% | Q1 2021 |
| GOOG | $3.42B | 2.95% | Not reported | -4.6% | Q1 2021 |
 MU | $2.75B | 2.37% | 0.21% | +2.2% | Q1 2021 |
 AMD | $2.47B | 2.13% | 0.26% | +26.8% | Q1 2021 |
 LLY | $2.14B | 1.84% | 0.19% | +10.2% | Q1 2021 |
 AMAT | $2.09B | 1.80% | 0.36% | +2.0% | Q1 2021 |
 LRCX | $2.01B | 1.74% | 0.37% | +29.6% | Q1 2021 |
 KLAC | $1.66B | 1.43% | 0.42% | -13.6% | Q1 2021 |
 META | $1.59B | 1.37% | Not reported | -8.3% | Q1 2021 |
 JPM | $1.54B | 1.32% | 0.18% | +1.8% | Q1 2021 |
 ADI | $1.52B | 1.31% | 0.78% | +8.7% | Q1 2021 |
 C | $1.41B | 1.21% | 0.60% | +3.7% | Q1 2021 |
 ANET | $1.07B | 0.92% | 0.50% | -2.1% | Q1 2021 |
 PLD | $965M | 0.83% | 0.76% | +3.2% | Q1 2021 |
 JNJ | $921M | 0.79% | 0.15% | +24.1% | Q1 2021 |
 V | $882M | 0.76% | 0.14% | -7.5% | Q1 2021 |
 CSCO | $862M | 0.74% | 0.19% | -15.7% | Q1 2021 |
 APH | $844M | 0.73% | 0.39% | +47.6% | Q1 2023 |
 PANW | $827M | 0.71% | 0.30% | -11.5% | Q1 2021 |
 MA | $818M | 0.71% | 0.13% | -9.4% | Q1 2021 |
 MRK | $817M | 0.70% | 0.26% | -10.3% | Q1 2021 |
 CDNS | $813M | 0.70% | 0.79% | +17.9% | Q1 2021 |
 STX | $793M | 0.68% | 0.37% | +15.9% | Q1 2021 |
 INTC | $785M | 0.68% | 0.11% | -4.8% | Q1 2021 |
 BAC | $757M | 0.65% | 0.19% | +6.4% | Q1 2021 |
 UNH | $720M | 0.62% | 0.19% | +55.9% | Q1 2021 |
 HD | $696M | 0.60% | 0.20% | -13.5% | Q1 2021 |
 TSM | $687M | 0.59% | 0.01% | +1.4% | Q1 2021 |
 ABBV | $663M | 0.57% | 0.15% | +9.9% | Q1 2021 |
 TMO | $651M | 0.56% | 0.35% | -12.3% | Q1 2021 |
 WM | $618M | 0.53% | 0.69% | +15.8% | Q1 2021 |
 SPOT | $609M | 0.52% | 0.64% | -4.8% | Q1 2021 |
 SPCX | $609M | 0.52% | Not reported | New | Q2 2026 |
 BRK.B | $604M | 0.52% | Not reported | -8.2% | Q1 2021 |
 COST | $602M | 0.52% | 0.15% | 0.0% | Q1 2021 |
 NOW | $602M | 0.52% | 0.59% | +98.7% | Q1 2021 |
 RPRX | $601M | 0.52% | 2.76% | -7.4% | Q2 2021 |
 MCK | $600M | 0.52% | 0.66% | -21.1% | Q1 2021 |
 NFLX | $542M | 0.47% | 0.18% | -7.0% | Q1 2021 |
 FTNT | $537M | 0.46% | 0.48% | -6.1% | Q1 2021 |
 EMR | $522M | 0.45% | 0.65% | +9.5% | Q1 2021 |
 LIN | $519M | 0.45% | 0.22% | +2.8% | Q1 2021 |
 ORCL | $509M | 0.44% | 0.12% | +4.7% | Q1 2021 |
 MSI | $497M | 0.43% | 0.72% | -8.3% | Q3 2021 |
 ICE | $479M | 0.41% | 0.69% | +2.4% | Q1 2021 |
| Q1 2026 | |||||
| NVDA | $7.58B | 7.96% | 0.18% | +1.8% | Q1 2021 |
| MSFT | $5.6B | 5.89% | 0.20% | +2.4% | Q1 2021 |
| AAPL | $4.93B | 5.19% | 0.13% | +7.7% | Q1 2021 |
| AVGO | $3.85B | 4.05% | 0.26% | +1.7% | Q1 2021 |
| AMZN | $3.32B | 3.49% | 0.15% | +2.0% | Q1 2021 |
| GOOG | $2.91B | 3.06% | Not reported | -4.8% | Q1 2021 |
| GOOGL | $2.74B | 2.88% | 0.08% | -1.6% | Q1 2021 |
| META | $1.77B | 1.86% | Not reported | -9.5% | Q1 2021 |
| LLY | $1.49B | 1.56% | 0.17% | -3.2% | Q1 2021 |
| JPM | $1.36B | 1.42% | 0.17% | -2.5% | Q1 2021 |
| ADI | $1.12B | 1.17% | 0.72% | -6.7% | Q1 2021 |
| C | $1.1B | 1.16% | 0.55% | -6.1% | Q1 2021 |
| AMAT | $970M | 1.02% | 0.36% | -4.3% | Q1 2021 |
| KLAC | $939M | 0.99% | 0.49% | -16.5% | Q1 2021 |
| PLD | $912M | 0.96% | 0.74% | -10.0% | Q1 2021 |
| MA | $879M | 0.92% | 0.14% | -21.8% | Q1 2021 |
| MCK | $870M | 0.91% | 0.82% | +13.5% | Q1 2021 |
| MRK | $853M | 0.90% | 0.29% | -7.3% | Q1 2021 |
| V | $840M | 0.88% | 0.15% | -6.8% | Q1 2021 |
| ANET | $792M | 0.83% | 0.51% | -12.4% | Q1 2021 |
| MU | $786M | 0.83% | 0.21% | -34.9% | Q1 2021 |
| NFLX | $785M | 0.83% | 0.19% | +6.8% | Q1 2021 |
| LRCX | $767M | 0.81% | 0.29% | -9.9% | Q1 2021 |
| HD | $751M | 0.79% | 0.23% | +37.7% | Q1 2021 |
| TMO | $728M | 0.76% | 0.40% | -11.6% | Q1 2021 |
| JNJ | $714M | 0.75% | 0.12% | +27.3% | Q1 2021 |
| AMD | $681M | 0.72% | 0.21% | +37.5% | Q1 2021 |
| CSCO | $676M | 0.71% | 0.22% | -2.8% | Q1 2021 |
| SPOT | $676M | 0.71% | 0.68% | -13.8% | Q1 2021 |
 XYL | $660M | 0.69% | 2.27% | +0.3% | Q1 2021 |
| COST | $641M | 0.67% | 0.15% | +0.2% | Q1 2021 |
| BRK.B | $630M | 0.66% | Not reported | -8.3% | Q1 2021 |
| BAC | $609M | 0.64% | 0.18% | +5.4% | Q1 2021 |
| ICE | $597M | 0.63% | 0.67% | +7.6% | Q1 2021 |
| MSI | $566M | 0.60% | 0.79% | -12.4% | Q3 2021 |
| RPRX | $556M | 0.58% | 2.99% | -3.0% | Q2 2021 |
 PLTR | $553M | 0.58% | 0.16% | +80.9% | Q2 2023 |
| WM | $550M | 0.58% | 0.59% | +17.0% | Q1 2021 |
| ABBV | $521M | 0.55% | 0.14% | +22.8% | Q1 2021 |
| CDNS | $510M | 0.54% | 0.67% | -8.7% | Q1 2021 |
| ORCL | $488M | 0.51% | 0.12% | -5.5% | Q1 2021 |
 AZN | $487M | 0.51% | Not reported | +23.8% | Q3 2021 |
| LIN | $482M | 0.51% | 0.21% | -15.0% | Q1 2021 |
| TSM | $479M | 0.50% | 0.01% | -4.3% | Q1 2021 |
 ECL | $457M | 0.48% | 0.61% | +5.6% | Q1 2021 |
| PANW | $439M | 0.46% | 0.34% | -2.9% | Q1 2021 |
| EMR | $437M | 0.46% | 0.60% | +7.1% | Q1 2021 |
 TT | $427M | 0.45% | 0.46% | -9.8% | Q1 2021 |
| APH | $409M | 0.43% | 0.26% | -22.4% | Q1 2023 |
 SNPS | $393M | 0.41% | 0.52% | -7.7% | Q1 2021 |
| Q4 2025 | |||||
| NVDA | $7.96B | 7.70% | 0.18% | -0.6% | Q1 2021 |
| MSFT | $7.15B | 6.92% | 0.20% | +5.1% | Q1 2021 |
| AAPL | $4.91B | 4.75% | 0.12% | -7.6% | Q1 2021 |
| AVGO | $4.23B | 4.09% | 0.26% | -4.2% | Q1 2021 |
| AMZN | $3.6B | 3.49% | 0.15% | -3.9% | Q1 2021 |
| GOOG | $3.35B | 3.24% | Not reported | -6.4% | Q1 2021 |
| GOOGL | $3.03B | 2.93% | 0.08% | -0.3% | Q1 2021 |
| META | $2.25B | 2.18% | Not reported | -2.1% | Q1 2021 |
| LLY | $1.79B | 1.74% | 0.18% | +7.5% | Q1 2021 |
| JPM | $1.52B | 1.47% | 0.18% | -2.3% | Q1 2021 |
| MA | $1.29B | 1.24% | 0.18% | +9.7% | Q1 2021 |
| C | $1.21B | 1.17% | 0.58% | -4.7% | Q1 2021 |
| V | $1.05B | 1.01% | 0.16% | +0.7% | Q1 2021 |
| ADI | $1.02B | 0.99% | 0.77% | +4.0% | Q1 2021 |
| MU | $1.02B | 0.99% | 0.32% | +19.9% | Q1 2021 |
| PLD | $978M | 0.95% | 0.82% | +36.2% | Q1 2021 |
| TMO | $970M | 0.94% | 0.45% | -6.6% | Q1 2021 |
| ANET | $965M | 0.93% | 0.59% | +3.6% | Q1 2021 |
| SPOT | $939M | 0.91% | 0.79% | +37.9% | Q1 2021 |
| KLAC | $928M | 0.90% | 0.58% | +16.4% | Q1 2021 |
| MRK | $805M | 0.78% | 0.31% | -8.3% | Q1 2021 |
| AMAT | $762M | 0.74% | 0.37% | -11.8% | Q1 2021 |
| XYL | $750M | 0.73% | 2.26% | +6.0% | Q1 2021 |
| MCK | $727M | 0.70% | 0.72% | +42.2% | Q1 2021 |
| BRK.B | $721M | 0.70% | Not reported | -3.2% | Q1 2021 |
| NFLX | $717M | 0.69% | 0.18% | +97.1% | Q1 2021 |
| CSCO | $690M | 0.67% | 0.23% | -1.6% | Q1 2021 |
| ORCL | $684M | 0.66% | 0.12% | +27.9% | Q1 2021 |
| LRCX | $682M | 0.66% | 0.32% | +22.4% | Q1 2021 |
| BAC | $651M | 0.63% | 0.16% | +2.1% | Q1 2021 |
| CDNS | $629M | 0.61% | 0.74% | +2.6% | Q1 2021 |
 SPGI | $604M | 0.58% | 0.39% | +25.3% | Q1 2021 |
 INTU | $587M | 0.57% | 0.32% | +0.6% | Q1 2021 |
| ICE | $571M | 0.55% | 0.62% | +43.3% | Q1 2021 |
| MSI | $571M | 0.55% | 0.90% | +10.7% | Q3 2021 |
| HD | $570M | 0.55% | 0.17% | +28.1% | Q1 2021 |
| APH | $564M | 0.55% | 0.34% | -9.5% | Q1 2023 |
 CRM | $556M | 0.54% | 0.22% | -19.1% | Q1 2021 |
| COST | $554M | 0.54% | 0.14% | +1.5% | Q1 2021 |
| NOW | $523M | 0.51% | 0.33% | -14.6% | Q1 2021 |
| AMD | $521M | 0.50% | 0.15% | +79.7% | Q1 2021 |
| PANW | $520M | 0.50% | 0.40% | +17.9% | Q1 2021 |
 ROP | $504M | 0.49% | 1.06% | +6.5% | Q1 2021 |
| SNPS | $504M | 0.49% | 0.56% | -28.6% | Q1 2021 |
| LIN | $488M | 0.47% | 0.25% | +1.8% | Q1 2021 |
 ISRG | $477M | 0.46% | 0.24% | +15.1% | Q1 2021 |
| JNJ | $475M | 0.46% | 0.10% | +5.4% | Q1 2021 |
| RPRX | $461M | 0.45% | 3.08% | -2.1% | Q2 2021 |
| TSM | $450M | 0.44% | 0.01% | +0.2% | Q1 2021 |
| WM | $449M | 0.43% | 0.51% | +4.6% | Q1 2021 |
| Q3 2025 | |||||
| NVDA | $8.01B | 8.12% | 0.18% | -0.7% | Q1 2021 |
| MSFT | $7.29B | 7.39% | 0.19% | +1.6% | Q1 2021 |
| AAPL | $4.97B | 5.04% | 0.13% | +2.6% | Q1 2021 |
| AVGO | $4.21B | 4.27% | 0.27% | -9.3% | Q1 2021 |
| AMZN | $3.57B | 3.62% | 0.15% | +6.0% | Q1 2021 |
| GOOG | $2.78B | 2.82% | Not reported | +3.6% | Q1 2021 |
| META | $2.56B | 2.59% | Not reported | +1.0% | Q1 2021 |
| GOOGL | $2.36B | 2.39% | 0.08% | +1.6% | Q1 2021 |
| JPM | $1.53B | 1.55% | 0.18% | +5.0% | Q1 2021 |
| LLY | $1.19B | 1.20% | 0.16% | +17.5% | Q1 2021 |
| MA | $1.17B | 1.18% | 0.17% | +1.6% | Q1 2021 |
| C | $1.1B | 1.12% | 0.61% | -0.6% | Q1 2021 |
| ANET | $1.04B | 1.05% | 0.56% | -7.2% | Q1 2021 |
| V | $1.01B | 1.03% | 0.16% | +9.5% | Q1 2021 |
| ADI | $889M | 0.90% | 0.74% | +7.4% | Q1 2021 |
| TMO | $869M | 0.88% | 0.48% | +6.4% | Q1 2021 |
| SPOT | $818M | 0.83% | 0.58% | +2.1% | Q1 2021 |
| ORCL | $772M | 0.78% | 0.10% | +57.7% | Q1 2021 |
| XYL | $767M | 0.78% | 2.14% | +19.0% | Q1 2021 |
| BRK.B | $745M | 0.76% | Not reported | +4.3% | Q1 2021 |
| SNPS | $741M | 0.75% | 0.81% | +14.3% | Q1 2021 |
| NOW | $736M | 0.75% | 0.38% | +5.9% | Q1 2021 |
| KLAC | $708M | 0.72% | 0.50% | +21.1% | Q1 2021 |
| MRK | $700M | 0.71% | 0.33% | +6.0% | Q1 2021 |
| CDNS | $688M | 0.70% | 0.72% | -1.0% | Q1 2021 |
| AMAT | $688M | 0.70% | 0.42% | -10.8% | Q1 2021 |
| PLD | $644M | 0.65% | 0.61% | +10.5% | Q1 2021 |
| CSCO | $623M | 0.63% | 0.23% | +3.8% | Q1 2021 |
| CRM | $615M | 0.62% | 0.27% | -14.2% | Q1 2021 |
| MSI | $615M | 0.62% | 0.81% | +20.3% | Q3 2021 |
| INTU | $602M | 0.61% | 0.32% | +575.4% | Q1 2021 |
| BAC | $599M | 0.61% | 0.16% | +0.1% | Q1 2021 |
| COST | $586M | 0.59% | 0.14% | +8.7% | Q1 2021 |
| APH | $571M | 0.58% | 0.38% | -6.5% | Q1 2023 |
 KEYS | $543M | 0.55% | 1.81% | -21.9% | Q1 2021 |
| LIN | $534M | 0.54% | 0.24% | +7.0% | Q1 2021 |
| ROP | $530M | 0.54% | 0.99% | +57.5% | Q1 2021 |
| HD | $524M | 0.53% | 0.13% | +6.7% | Q1 2021 |
| MU | $499M | 0.51% | 0.27% | -9.0% | Q1 2021 |
| PANW | $487M | 0.49% | 0.36% | +30.6% | Q1 2021 |
| MCK | $481M | 0.49% | 0.50% | +4.7% | Q1 2021 |
 ACN | $473M | 0.48% | 0.30% | -15.6% | Q1 2021 |
| NFLX | $465M | 0.47% | 0.09% | -5.1% | Q1 2021 |
| TT | $462M | 0.47% | 0.49% | +9.7% | Q1 2021 |
| ECL | $455M | 0.46% | 0.59% | +7.5% | Q1 2021 |
| ABBV | $455M | 0.46% | 0.11% | +2.1% | Q1 2021 |
| SPGI | $449M | 0.45% | 0.30% | -2.2% | Q1 2021 |
 COR | $437M | 0.44% | 0.72% | -0.1% | Q1 2021 |
| LRCX | $436M | 0.44% | 0.26% | +3.6% | Q1 2021 |
| WM | $432M | 0.44% | 0.49% | +5.4% | Q1 2021 |