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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
(+11%)
Cap. Flow
+$2.59B
Cap. Flow
% of AUM
2.62%
Top 10 Holdings %
Top 10 Hldgs %
38.98%
Holding
700
New
32
Increased
328
Reduced
183
Closed
31
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Intuit
INTU
|
+$541M |
| 2 |
Oracle
ORCL
|
+$256M |
| 3 |
Amazon
AMZN
|
+$207M |
| 4 |
Roper Technologies
ROP
|
+$207M |
| 5 |
Eli Lilly
LLY
|
+$172M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Broadcom
AVGO
|
+$400M |
| 2 |
Advanced Micro Devices
AMD
|
+$238M |
| 3 |
Keysight
KEYS
|
+$145M |
| 4 |
CYBR
CyberArk
CYBR
|
+$145M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
AutoZone
AZO
$51.3B
| $134M | 0.14% |
31,327
+5,725
| +22% | +$23M |
|
127
Exelon
EXC
$48.1B
| $134M | 0.14% |
2,982,194
+78,065
| +3% | +$3.43M |
|
128
Bristol-Myers Squibb
BMY
$129B
| $134M | 0.14% |
2,973,841
+15,611
| +0.5% | +$729K |
|
129
Veralto
VLTO
$24.1B
| $131M | 0.13% |
1,232,532
-196,017
| -14% | -$20.7M |
|
130
Ameriprise Financial
AMP
$47.8B
| $126M | 0.13% |
256,146
+2,407
| +0.9% | +$1.23M |
|
131
Pfizer
PFE
$143B
| $124M | 0.13% |
4,862,888
+276,059
| +6% | +$6.81M |
|
132
Welltower
WELL
$174B
| $124M | 0.13% |
695,051
+28,832
| +4% | +$4.74M |
|
133
Tapestry
TPR
$30.3B
| $124M | 0.13% |
1,092,267
+2
| +0% | +$209 |
|
134
American Express
AXP
$224B
| $121M | 0.12% |
364,984
-1,842
| -0.5% | -$586K |
|
135
CrowdStrike
CRWD
$183B
| $120M | 0.12% |
981,824
+6,252
| +0.6% | +$711K |
|
136
D.R. Horton
DHI
$41.2B
| $120M | 0.12% |
705,875
+60,590
| +9% | +$9.53M |
|
137
Globe Life
GL
$14B
| $119M | 0.12% |
832,000
| – | – |
|
138
American Tower
AMT
$83.5B
| $118M | 0.12% |
611,803
+16,904
| +3% | +$3.52M |
|
139
Regeneron Pharmaceuticals
REGN
$72.9B
| $117M | 0.12% |
207,370
-20,927
| -9% | -$11.8M |
|
140
Millicom
TIGO
$15.8B
| $116M | 0.12% |
2,395,664
-144,494
| -6% | -$6.34M |
|
141
AXIS Capital
AXS
$7.73B
| $114M | 0.12% |
1,194,754
+230,494
| +24% | +$22.3M |
|
142
BorgWarner
BWA
$12.8B
| $112M | 0.11% |
2,558,425
| – | – |
|
143
PepsiCo
PEP
$196B
| $111M | 0.11% |
792,821
+22,898
| +3% | +$3.27M |
|
|
144
Equinix
EQIX
$99.4B
| $107M | 0.11% |
136,793
-138,192
| -50% | -$108M |
|
145
Constellation Energy
CEG
$92.1B
| $106M | 0.11% |
321,431
-1,270
| -0.4% | -$410K |
|
146
Pentair
PNR
$10.6B
| $106M | 0.11% |
952,729
+101,257
| +12% | +$10.8M |
|
147
American International
AIG
$42.5B
| $103M | 0.1% |
1,317,176
-14,746
| -1% | -$1.18M |
|
148
Citizens Financial Group
CFG
$30.1B
| $101M | 0.1% |
1,905,704
+553,246
| +41% | +$27.5M |
|
149
Blackrock
BLK
$167B
| $101M | 0.1% |
86,468
+365
| +0.4% | +$408K |
|
150
Vertex Pharmaceuticals
VRTX
$123B
| $99.5M | 0.1% |
254,096
-251
| -0.1% | -$105K |
|
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VAM
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.