1y return+19.6%S&P 500 +20.9%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2025: $120 against $121 in the S&P 500.2
Swedbank ABS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| NVDANvidia Corporation | $8.7B | 7.5% | |
| AAPLApple Inc | $5.9B | 5.0% | +4.0% |
| MSFTMicrosoft Corp | $5.5B | 4.8% | −1.8% |
| AVGOBroadcom Inc | $5.0B | 4.3% | +5.9% |
| AMZNAmazon Com Inc | $3.9B | 3.4% | +3.6% |
| GOOGLAlphabet Inc | $3.4B | 3.0% | +1.3% |
| GOOGAlphabet Inc | $3.4B | 3.0% | −4.6% |
| MUMicron Technology Inc | $2.7B | 2.4% | +2.2% |
| AMDAdvanced Micro Devices Inc | $2.5B | 2.1% | +26.8% |
| LLYEli Lilly & Co | $2.1B | 1.8% | +10.2% |
| AMATApplied Matls Inc | $2.1B | 1.8% | +2.0% |
| LRCXLam Research Corp | $2.0B | 1.7% | +29.6% |
| KLACKla Corp | $1.7B | 1.4% | +763.9% |
| METAMeta Platforms Inc | $1.6B | 1.4% | −8.3% |
| JPMJpmorgan Chase & Co | $1.5B | 1.3% | +1.8% |
| ADIAnalog Devices Inc | $1.5B | 1.3% | +8.7% |
| CCitigroup Inc | $1.4B | 1.2% | +3.7% |
| ANETArista Networks Inc | $1.1B | 0.9% | −2.1% |
| PLDPrologis Inc. | $964.6M | 0.8% | +3.2% |
| JNJJohnson & Johnson | $920.5M | 0.8% | +24.1% |
| VVisa Inc | $882.4M | 0.8% | −7.5% |
| CSCOCisco Sys Inc | $862.4M | 0.7% | −15.7% |
| APHAmphenol Corp | $843.5M | 0.7% | +47.6% |
| PANWPalo Alto Networks Inc | $827.4M | 0.7% | −11.5% |
| MAMastercard Incorporated | $818.5M | 0.7% | −9.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Seagate Technology Hldngs PlCUSIP G7997R103 | June 30, 2025 | +568.6% | $793.3M |
| LRCXLam Research Corp | June 30, 2025 | +345.2% | $2.0B |
| AMDAdvanced Micro Devices Inc | June 30, 2025 | +309.4% | $2.5B |
| AMATApplied Matls Inc | June 30, 2025 | +294.9% | $2.1B |
| TSMTaiwan Semiconductor Manufac | June 30, 2025 | +110.9% | $687.0M |
| GOOGLAlphabet Inc | June 30, 2025 | +102.8% | $3.4B |
| GOOGAlphabet Inc | June 30, 2025 | +99.2% | $3.4B |
| APHAmphenol Corp | June 30, 2025 | +78.6% | $843.5M |
| CSCOCisco Sys Inc | June 30, 2025 | +69.3% | $862.4M |
| ADIAnalog Devices Inc | June 30, 2025 | +66.9% | $1.5B |
Sold off last quarter
- SHAKShake Shack Inc was $82.9M
- EOGEog Res Inc was $75.2M
- Hologic IncCUSIP 436440101 was $41.1M
- FANGDiamondback Energy Inc was $40.4M
- EQTEqt Corp was $28.2M
- Thermon Group Hldgs IncCUSIP 88362T103 was $23.7M
- SMRNuscale Pwr Corp was $16.3M
- Dupont De Nemours IncCUSIP 26614N102 was $14.9M
- Carnival CorpCUSIP 143658300 was $14.4M
- Sealed Air Corp NewCUSIP 81211K100 was $11.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +15.1% | +14.8% |
| March 31, 2026 | −6.1% | −4.6% |
| December 31, 2025 | +2.5% | +2.4% |
| September 30, 2025 | +8.0% | +7.8% |
| March 31, 2025 | −6.9% | −4.6% |
| December 31, 2024 | +2.3% | +2.1% |
| September 30, 2024 | +4.7% | +5.4% |
| June 30, 2024 | +4.0% | +4.0% |
| March 31, 2024 | +11.6% | +10.0% |
| December 31, 2023 | +9.9% | +11.2% |
| September 30, 2023 | −3.5% | −3.6% |
| June 30, 2023 | +10.1% | +8.3% |
| March 31, 2023 | +9.3% | +7.0% |
| December 31, 2022 | +7.7% | +7.1% |
| September 30, 2022 | −6.1% | −5.3% |
| June 30, 2022 | −17.5% | −16.5% |
| March 31, 2022 | −8.3% | −4.9% |
| December 31, 2021 | +10.9% | +10.7% |
| September 30, 2021 | −0.1% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Swedbank AB Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=946431&type=13F-HR&dateb=&owner=include&count=40CIK 946431
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/946431/000094643126000007/Filed July 15, 2026 · accession 0000946431-26-000007