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Swedbank

Swedbank Portfolio holdings

AUM $116B
1-Year Est. Return 46.87%
This Fund
S&P 500
This Quarter Est. Return
+9.78%
1 Year Est. Return
+46.87%
3 Year Est. Return
+131.65%
5 Year Est. Return
+165.8%
10 Year Est. Return
+828.12%
AUM
$98.7B
AUM Growth
+$9.69B
Cap. Flow
+$2.59B
Cap. Flow %
2.62%
Top 10 Hldgs %
38.98%
Holding
700
New
32
Increased
328
Reduced
183
Closed
31

Top Buys

Rank Stock Value
1
INTU icon
Intuit
INTU
+$541M
2
ORCL icon
Oracle
ORCL
+$256M
3
AMZN icon
Amazon
AMZN
+$207M
4
ROP icon
Roper Technologies
ROP
+$207M
5
LLY icon
Eli Lilly
LLY
+$172M

Top Sells

Rank Stock Value
1
AVGO icon
Broadcom
AVGO
+$400M
2
AMD icon
Advanced Micro Devices
AMD
+$238M
3
KEYS icon
Keysight
KEYS
+$145M
4
CYBR
CyberArk
CYBR
+$145M
5
EQIX icon
Equinix
EQIX
+$108M

Sector Composition

Rank Sector Weight
1 Technology 44.5%
2 Financials 11.12%
3 Healthcare 10.81%
4 Communication Services 10.8%
5 Consumer Discretionary 8.99%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EXEL icon
276
Exelixis
EXEL
$13.3B
$34.8M 0.04%
841,778
– –
NUE icon
277
Nucor
NUE
$58.6B
$34.6M 0.04%
255,265
-356
-0.1% -$50.4K
USB icon
278
US Bancorp
USB
$98.2B
$34.5M 0.04%
713,721
-9,151
-1% -$433K
EIX icon
279
Edison International
EIX
$28.2B
$34.3M 0.03%
621,376
+41,618
+7% +$2.25M
WSO icon
280
Watsco Inc
WSO
$12.7B
$34.1M 0.03%
84,392
+5,807
+7% +$2.48M
UNP icon
281
Union Pacific
UNP
$174B
$33.6M 0.03%
142,232
– –
APTV icon
282
Aptiv
APTV
$12B
$33.5M 0.03%
388,068
+51,735
+15% +$3.9M
SRE icon
283
Sempra
SRE
$57.9B
$33.1M 0.03%
368,080
– –
FSLR icon
284
First Solar
FSLR
$22.7B
$32.8M 0.03%
148,695
-7,767
-5% -$1.49M
ED icon
285
Consolidated Edison
ED
$40.1B
$32.7M 0.03%
325,681
– –
PRGS icon
286
Progress Software
PRGS
$1.66B
$32.7M 0.03%
744,226
+21,500
+3% +$991K
MCO icon
287
Moody's
MCO
$82.8B
$32.6M 0.03%
68,494
-61
-0.1% -$30.7K
BIIB icon
288
Biogen
BIIB
$30B
$32.6M 0.03%
232,439
+18,720
+9% +$2.53M
STLD icon
289
Steel Dynamics
STLD
$36B
$32.5M 0.03%
233,343
+10,307
+5% +$1.35M
CLH icon
290
Clean Harbors
CLH
$16.5B
$32.5M 0.03%
140,000
+15,000
+12% +$3.55M
TFC icon
291
Truist Financial
TFC
$63.3B
$32.5M 0.03%
710,624
-7,389
-1% -$333K
TTWO icon
292
Take-Two Interactive
TTWO
$45.4B
$32.3M 0.03%
125,082
+4,268
+4% +$1.01M
IESC icon
293
IES Holdings
IESC
$14.8B
$32.2M 0.03%
81,000
+49,000
+153% +$16.9M
AFL icon
294
Aflac
AFL
$64.9B
$32.2M 0.03%
288,214
-10,538
-4% -$1.11M
KHC icon
295
Kraft Heinz
KHC
$30.7B
$32.1M 0.03%
1,233,854
+262,945
+27% +$7.14M
PLUS icon
296
ePlus
PLUS
$2.42B
$32M 0.03%
450,000
– –
BDX icon
297
Becton Dickinson
BDX
$45.6B
$31.9M 0.03%
170,461
+2,066
+1% +$384K
INCY icon
298
Incyte
INCY
$24.2B
$31.5M 0.03%
371,856
-239,438
-39% -$18.9M
GIS icon
299
General Mills
GIS
$19.1B
$30.9M 0.03%
613,375
+17,415
+3% +$873K
VTR icon
300
Ventas
VTR
$48B
$30.7M 0.03%
438,929
-23,782
-5% -$1.6M
10 11
12
13 14

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VAM
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National Bank of Canada
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Schroder Investment Management Group
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Swedbank's Q3 2025 Portfolio in Review

As of Q3 2025, Swedbank held 700 positions worth $98.7B, up 11% from $89B the previous quarter. Its ten largest holdings account for 39% of the portfolio.

Swedbank's Q3 2025 filing shows 32 new, 328 increased, 183 reduced and 31 closed positions. Its largest new stake was Option Care Health: 1,781,532 shares worth $49.5M. The largest sale was Broadcom, an estimated $400M.

By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 44% a quarter earlier, followed by Financials and Healthcare.

  • Swedbank's largest Q3 2025 buy was Option Care Health: 1,781,532 shares worth $49.5M.
  • Swedbank added most to Intuit in Q3 2025, an estimated $541M increase.
  • Swedbank's biggest Q3 2025 reduction was Broadcom, cutting an estimated $400M.
  • Swedbank fully exited Chevron in Q3 2025, selling an estimated $74.1M.
  • Swedbank's ten largest holdings make up 39% of its $98.7B portfolio in Q3 2025.
  • Swedbank opened 32 new positions and closed 31 in Q3 2025.
  • Swedbank's portfolio value rose 11% quarter-over-quarter to $98.7B.

Based on Swedbank's 13F filing for Q3 2025, filed 15 Oct 2025.