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Swedbank Portfolio holdings
AUM
$116B
1-Year Est. Return
46.87%
This Fund
S&P 500
This Quarter
Est. Return
+18.01%
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
$89B
AUM Growth
+$13.8B
(+18%)
Cap. Flow
+$2.99B
Cap. Flow
% of AUM
3.36%
Top 10 Holdings %
Top 10 Hldgs %
37.68%
Holding
704
New
11
Increased
376
Reduced
186
Closed
36
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Roper Technologies
ROP
|
+$255M |
| 2 |
Alphabet (Google) Class C
GOOG
|
+$246M |
| 3 |
Amazon
AMZN
|
+$235M |
| 4 |
FISV
Fiserv Inc
FISV
|
+$226M |
| 5 |
NVIDIA
NVDA
|
+$223M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Walt Disney
DIS
|
+$264M |
| 2 |
Accenture
ACN
|
+$196M |
| 3 |
Walmart Inc
WMT
|
+$174M |
| 4 |
UnitedHealth
UNH
|
+$171M |
| 5 |
PepsiCo
PEP
|
+$164M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 43.85% |
| 2 | Financials | 11.37% |
| 3 | Healthcare | 11.09% |
| 4 | Communication Services | 10.25% |
| 5 | Consumer Discretionary | 9.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
Tesla
TSLA
$1.19T
| $172M | 0.19% |
542,780
-234,992
| -30% | -$70.8M |
|
102
Cigna
CI
$78.6B
| $167M | 0.19% |
505,558
-377,779
| -43% | -$122M |
|
103
CBRE Group
CBRE
$43.6B
| $165M | 0.19% |
1,180,627
+2,307
| +0.2% | +$292K |
|
104
W.W. Grainger
GWW
$64.2B
| $165M | 0.19% |
158,476
+190
| +0.1% | +$197K |
|
105
MongoDB
MDB
$26.5B
| $160M | 0.18% |
762,264
+146,671
| +24% | +$27.1M |
|
106
Crown Holdings
CCK
$13B
| $160M | 0.18% |
1,550,525
+73,959
| +5% | +$7.04M |
|
107
CVS Health
CVS
$136B
| $155M | 0.17% |
2,242,914
+822,648
| +58% | +$53.9M |
|
108
Arch Capital
ACGL
$36.4B
| $155M | 0.17% |
1,697,786
+336,956
| +25% | +$31.1M |
|
109
VICI Properties
VICI
$29.8B
| $153M | 0.17% |
4,686,040
+2,856,035
| +156% | +$90.9M |
|
110
Deere & Co
DE
$165B
| $150M | 0.17% |
294,851
+8,288
| +3% | +$4.06M |
|
111
Stride
LRN
$4.15B
| $147M | 0.16% |
1,009,726
| – | – |
|
112
Veralto
VLTO
$24.2B
| $144M | 0.16% |
1,428,549
+162,333
| +13% | +$15.7M |
|
113
Coca-Cola
KO
$383B
| $144M | 0.16% |
2,029,852
+30,724
| +2% | +$2.19M |
|
114
TJX Companies
TJX
$178B
| $140M | 0.16% |
1,133,228
-154,924
| -12% | -$19.7M |
|
115
Bristol-Myers Squibb
BMY
$129B
| $137M | 0.15% |
2,958,230
-121,961
| -4% | -$5.99M |
|
116
Elevance Health
ELV
$81.8B
| $137M | 0.15% |
351,635
+37,985
| +12% | +$15.3M |
|
117
Ameriprise Financial
AMP
$48B
| $135M | 0.15% |
253,739
+6,600
| +3% | +$3.26M |
|
118
Palantir
PLTR
$298B
| $135M | 0.15% |
987,435
+116,441
| +13% | +$13.7M |
|
119
Caterpillar
CAT
$362B
| $134M | 0.15% |
344,304
+10,086
| +3% | +$3.36M |
|
120
American Tower
AMT
$83.1B
| $131M | 0.15% |
594,899
+16,937
| +3% | +$3.66M |
|
121
LKQ Corp
LKQ
$6.68B
| $130M | 0.15% |
3,506,880
+1,290,053
| +58% | +$51.5M |
|
122
Exelon
EXC
$47.7B
| $126M | 0.14% |
2,904,129
+123,725
| +4% | +$5.51M |
|
123
Morgan Stanley
MS
$322B
| $125M | 0.14% |
889,963
+58,262
| +7% | +$7.16M |
|
124
CrowdStrike
CRWD
$185B
| $124M | 0.14% |
975,572
+107,956
| +12% | +$11.7M |
|
125
Regeneron Pharmaceuticals
REGN
$72.7B
| $120M | 0.13% |
228,297
+4,509
| +2% | +$2.52M |
|
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VAM
Swedbank's Q2 2025 Portfolio in Review
As of Q2 2025, Swedbank held 704 positions worth $89B, up 18% from $75.1B the previous quarter. Its ten largest holdings account for 38% of the portfolio.
Swedbank deployed $2.99B of net new capital in Q2 2025, opening 11 new positions and adding to 376 existing holdings. Its largest new stake was Everus Construction Group: 300,000 shares worth $19.1M.
By sector, the portfolio is most concentrated in Technology at 44% of assets, up from 40% a quarter earlier, followed by Financials and Healthcare.
On the sell side, the largest reduction was Walt Disney, an estimated $264M trimmed.
- Swedbank's largest Q2 2025 buy was Everus Construction Group: 300,000 shares worth $19.1M.
- Swedbank added most to Roper Technologies in Q2 2025, an estimated $255M increase.
- Swedbank's biggest Q2 2025 reduction was Walt Disney, cutting an estimated $264M.
- Swedbank fully exited nVent Electric in Q2 2025, selling an estimated $36.6M.
- Swedbank's ten largest holdings make up 38% of its $89B portfolio in Q2 2025.
- Swedbank opened 11 new positions and closed 36 in Q2 2025.
- Swedbank's portfolio value rose 18% quarter-over-quarter to $89B.
Based on Swedbank's 13F filing for Q2 2025, filed 10 Jul 2025.