SEB Asset Management AB

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), SEB Asset Management AB reported 680 stock positions worth $23.4 billion. Its top holding was Nvidia (NVDA) at 7.2% of the portfolio, followed by Apple (AAPL, 5.4%) and Astrazeneca (AZN, 4.9%).

Most Recent 13F
Q2 2026
Location
STOCKHOLM, V7
CIK
0002127509
Portfolio Value
$23.4B (Q1 2026)
SEC Filing
0002127509-26-000002 ↗ filed May 7, 2026

Holdings Value

0$10.0B$20.0B$30.0B Q1 2026: $23.4B $23.4B Q1 2026 Q2 2026: $26.6B Q2 2026

Holdings 680 stocks · $23.4B

NVDA Nvidia Corp. 7.24% 9,706,466 $1.7B —
AAPL Apple Inc. 5.41% 4,986,398 $1.3B —
AZN Astrazeneca PLC 4.95% 5,954,417 $1.2B —
MSFT Microsoft Corp. 4.29% 2,712,669 $1.0B —
AMZN Amazon.com Inc. 2.70% 3,032,342 $631.5M —
AVGO Broadcom Inc. 2.53% 1,911,131 $591.5M —
GOOGL Alphabet Inc. Class A 2.43% 1,980,895 $569.6M —
GOOG Alphabet Inc. Class C 1.85% 1,507,039 $432.3M —
META Meta Platforms Inc. Class A 1.73% 707,960 $405.0M —
LLY Eli Lilly & Co. 1.52% 387,272 $356.2M —
JPM JPMorgan Chase & Co. 1.52% 1,210,826 $356.2M —
JNJ Johnson & Johnson 1.34% 1,286,484 $314.5M —
MA Mastercard Inc. Class A 1.25% 587,548 $293.6M —
C Citigroup Inc. 1.08% 2,230,597 $253.0M —
TSLA Tesla Inc. 0.99% 624,505 $232.2M —
BMY Bristol-Myers Squibb Co. 0.93% 3,586,365 $217.5M —
ABBV Abbvie Inc. 0.88% 946,326 $205.8M —
MRK Merck & Co. Inc. 0.84% 1,642,285 $197.6M —
V Visa Inc. Class A 0.77% 599,611 $181.2M —
WMT Walmart Inc. 0.77% 1,444,614 $179.5M —
AMAT Applied Materials Inc. 0.75% 512,119 $175.0M —
GM General Motors Co. 0.73% 2,307,277 $171.9M —
GILD Gilead Sciences Inc. 0.73% 1,233,000 $171.8M —
CB Chubb Ltd. 0.72% 519,939 $169.5M —
MELI MercadoLibre Inc. 0.69% 94,029 $162.6M —
TD Toronto-Dominion Bank 0.59% 1,494,394 $139.1M —
COR Cencora Inc. 0.57% 427,004 $134.1M —
ADBE Adobe Inc. 0.56% 541,894 $131.7M —
BSX Boston Scientific Corp. 0.56% 2,076,524 $130.3M —
MCK McKesson Corp. 0.55% 149,949 $129.8M —
PG The Procter & Gamble Co. 0.55% 883,854 $127.7M —
TFC Truist Financial Corp. 0.53% 2,700,556 $124.1M —
MU Micron Technology Inc. 0.52% 359,406 $121.4M —
KLAC KLA Corp. 0.49% 78,638 $115.8M —
MSI Motorola Solutions Inc. 0.48% 259,773 $112.7M —
EW Edwards Lifesciences Corp. 0.47% 1,370,202 $109.7M —
ADSK Autodesk Inc. 0.45% 435,968 $104.4M —
NFLX Netflix Inc. 0.42% 1,034,129 $99.4M —
CSCO Cisco Systems Inc. 0.42% 1,277,386 $99.1M —
BAC Bank of America Corp. filed as BANK AMERICA CORP 0.41% 1,963,661 $95.7M —
LRCX Lam Research Corp. 0.41% 443,913 $94.8M —
TMO Thermo Fisher Scientific Inc. 0.40% 190,270 $93.5M —
ANET Arista Networks Inc. 0.40% 759,276 $93.2M —
CL Colgate-Palmolive Co. 0.39% 1,069,453 $91.1M —
NTAP Netapp Inc. 0.38% 878,765 $90.0M —
CDNS Cadence Design SYS Inc. 0.38% 323,504 $89.9M —
PANW Palo Alto Networks Inc. 0.38% 557,704 $89.4M —
CRM Salesforce Inc. 0.38% 472,483 $88.2M —
SYK Stryker Corp. 0.37% 263,366 $86.5M —
BKNG Booking Holdings Inc. 0.37% 20,525 $86.4M —
CAT Caterpillar Inc. 0.37% 121,707 $86.2M —
RGA Reinsurance Group of America 0.35% 399,361 $81.5M —
SPGI S&P Global Inc. 0.35% 190,902 $81.2M —
UNH Unitedhealth Group Inc. 0.35% 298,761 $80.8M —
TRV The Travelers Cos Inc. 0.33% 266,500 $77.7M —
HCA HCA Healthcare Inc. 0.32% 159,610 $75.5M —
HD Home Depot Inc. 0.32% 226,291 $74.4M —
AMD Advanced Micro Devices 0.31% 355,551 $72.3M —
QCOM Qualcomm Inc. 0.31% 561,179 $72.3M —
ADI Analog Devices Inc. 0.30% 222,223 $70.7M —
PEP Pepsico Inc. 0.30% 447,671 $69.5M —
EQIX Equinix Inc. 0.30% 70,819 $69.4M —
HIG Hartford Insurance Group Inc. 0.30% 512,533 $69.3M —
UNP Union Pacific Corp. 0.29% 281,977 $68.4M —
ISRG Intuitive Surgical Inc. 0.29% 148,216 $68.3M —
XYL Xylem Inc. 0.29% 558,162 $66.7M —
WFC Wells Fargo & Co. 0.28% 809,003 $64.4M —
VZ Verizon Communications Inc. 0.27% 1,268,272 $63.7M —
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.27% 262,637 $63.7M —
AMGN Amgen Inc. 0.27% 180,676 $63.6M —
GS Goldman Sachs Group Inc. 0.27% 74,784 $63.3M —
VRTX Vertex Pharmaceuticals Inc. 0.27% 140,951 $62.9M —
CVS CVS Health Corp. 0.27% 872,126 $62.6M —
KO The Coca-Cola Co. 0.27% 821,096 $62.4M —
ROK Rockwell Automation Inc. 0.26% 170,940 $61.3M —
INCY Incyte Corp. 0.26% 646,168 $60.8M —
TXN Texas Instruments Inc. 0.26% 312,670 $60.7M —
GEV GE Vernova Inc. 0.26% 69,379 $60.6M —
ZS Zscaler Inc. 0.26% 427,924 $60.0M —
TEVA Teva Pharmaceutical-SP ADR 0.25% 1,977,137 $59.6M —
TPR Tapestry Inc. 0.25% 421,834 $59.5M —
ALL Allstate Corp. 0.25% 283,856 $58.9M —
KEYS Keysight Technologies Inc. 0.25% 207,526 $58.6M —
ACN Accenture PLC Class A 0.25% 289,380 $57.4M —
ALC Alcon Inc. filed as ALCON AG 0.24% 775,780 $57.2M —
ORCL Oracle Corp. 0.24% 382,268 $56.2M —
TJX TJX Companies Inc. filed as TJX COS INC NEW 0.24% 345,735 $55.2M —
T AT&T Inc. 0.24% 1,900,267 $55.1M —
CCK Crown Holdings Inc. 0.23% 541,560 $54.3M —
EXPE Expedia Group Inc. 0.23% 230,646 $53.3M —
DB Deutsche Bank AG-Registered 0.23% 1,829,153 $52.9M —
WM Waste Management Inc. 0.23% 229,550 $52.7M —
MS Morgan Stanley 0.22% 319,636 $52.6M —
NEM Newmont Corp. 0.22% 483,436 $52.3M —
BWA Borgwarner Inc. 0.22% 938,638 $50.9M —
NOW ServiceNow Inc. 0.22% 484,675 $50.7M —
ABT Abbott Laboratories 0.22% 492,081 $50.5M —
MGA Magna International Inc. 0.21% 889,055 $49.5M —
LIN Linde PLC 0.21% 98,102 $48.6M —
TT Trane Technologies PLC 0.20% 113,247 $47.2M —

Show all 680 holdings

Portfolio Sells Q1 2026

No earlier filing to compare with.

Portfolio Buys Q1 2026

No earlier filing to compare with.

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 700$26.6BNVDA, AAPL, AZN, MSFT, AMZN
Q1 2026 680$23.4BNVDA, AAPL, AZN, MSFT, AMZN