SEB Asset Management AB
CIK 2127509
13F filing for Q2 2026・No. 315
- Holdings
- US$26.56B
- Quarter change
- +US$3.16B
- Entries
- 700
- Net bought (estimate)
- −US$179.28M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 62
- Sold out 42
- Cut 250
- Added 365
- Corporate actions 0
- Unchanged 23
Largest holdings
700 stocks worth US$26.56B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| NVDANvidiaCOM | Cut | 9,176,983 | US$1.84B | 6.91% |
| AAPLAppleCOM | Added | 4,994,409 | US$1.45B | 5.44% |
| AZNASTRAZENECA PLCORD | Cut | 5,736,648 | US$1.08B | 4.06% |
| MSFTMicrosoftCOM | Added | 2,755,692 | US$1.03B | 3.87% |
| AMZNAmazonCOM | Added | 3,089,490 | US$736.35M | 2.77% |
| GOOGLAlphabetCAP STK CL A | Cut | 1,966,062 | US$702.61M | 2.65% |
| AVGOBroadcomCOM | Cut | 1,765,025 | US$666.74M | 2.51% |
| GOOGALPHABET INCCAP STK CL C | Added | 1,608,825 | US$568.45M | 2.14% |
| MUMicronCOM | Added | 460,698 | US$531.78M | 2.00% |
| LLYELI LILLY & COCOM | Added | 390,198 | US$468.01M | 1.76% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 4, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.