Swedbank AB
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed July 11, 2024), Swedbank AB reported 697 stock positions worth $74.8 billion. Its top holding was Microsoft (MSFT) at 8.1% of the portfolio, followed by Nvidia (NVDA, 6.4%) and Apple (AAPL, 5.6%). Compared with Q1 2024, it opened 25 new positions, sold out of 38, added to 256 and reduced 270. The biggest buy was Apple (AAPL, shares +13%) and the biggest sale Cisco Systems (CSCO, shares −47%).
- Most Recent 13F
- Q2 2026
- Location
- STOCKHOLM, V7
- CIK
- 0000946431
- Portfolio Value
- $74.8B (Q2 2024)
- SEC Filing
- 0000946431-24-000007 ↗ filed Jul 11, 2024
Holdings Value
Holdings 697 stocks · $74.8B
| MSFT Microsoft Corp. | 8.15% | 13,640,068 | $6.1B | Add +2.7% |
| NVDA Nvidia Corp. | 6.44% | 39,020,364 | $4.8B | Reduce -10.1% |
| AAPL Apple Inc. | 5.63% | 20,008,650 | $4.2B | Add +13.4% |
| AVGO Broadcom Inc. | 4.11% | 1,916,123 | $3.1B | Reduce -10.4% |
| AMZN Amazon.com Inc. | 3.40% | 13,152,216 | $2.5B | Add +5.9% |
| META Meta Platforms Inc. Class A | 2.48% | 3,675,998 | $1.9B | Add +7.8% |
| GOOGL Alphabet Inc. Class A | 2.16% | 8,869,159 | $1.6B | Reduce -7.1% |
| GOOG Alphabet Inc. Class C | 2.03% | 8,287,674 | $1.5B | Reduce -8.5% |
| UNH Unitedhealth Group Inc. | 1.59% | 2,336,815 | $1.2B | Add +3.5% |
| SNPS Synopsys Inc. | 1.48% | 1,866,133 | $1.1B | Add +1.4% |
| LLY Eli Lilly & Co. | 1.45% | 1,197,299 | $1.1B | Reduce -0.1% |
| NOW ServiceNow Inc. | 1.37% | 1,298,722 | $1.0B | Add +10.3% |
| AMAT Applied Materials Inc. | 1.30% | 4,135,739 | $976.0M | Add +10.3% |
| JPM JPMorgan Chase & Co. | 1.15% | 4,243,732 | $858.3M | Add +6.2% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.05% | 1,927,668 | $784.2M | Add +0.0% |
| MA Mastercard Inc. Class A | 0.96% | 1,633,271 | $720.5M | Add +19.1% |
| MCK McKesson Corp. | 0.93% | 1,195,868 | $698.4M | Reduce -4.1% |
| CRM Salesforce Inc. | 0.91% | 2,652,673 | $682.0M | Reduce -8.7% |
| MRK Merck & Co. Inc. | 0.90% | 5,434,417 | $672.8M | Reduce -1.1% |
| CNC Centene Corp. | 0.90% | 10,132,826 | $671.8M | Reduce -13.0% |
| TMO Thermo Fisher Scientific Inc. | 0.89% | 1,203,450 | $665.5M | Reduce -0.9% |
| ACN Accenture PLC Class A | 0.89% | 2,188,278 | $663.9M | Reduce -7.6% |
| ADBE Adobe Inc. | 0.89% | 1,192,436 | $662.4M | Reduce -3.1% |
| DHR Danaher Corp. | 0.86% | 2,565,913 | $641.1M | Reduce -5.3% |
| ADI Analog Devices Inc. | 0.83% | 2,713,239 | $619.3M | Reduce -0.1% |
| ANET Arista Networks Inc. | 0.80% | 1,715,735 | $601.3M | Reduce -4.7% |
| KEYS Keysight Technologies Inc. | 0.75% | 4,128,892 | $564.6M | Add +3.8% |
| PLD Prologis Inc. | 0.75% | 5,002,274 | $561.8M | Add +9.2% |
| BRK.A Berkshire Hathaway Inc. Class A | 0.68% | 829 | $507.5M | Reduce -5.7% |
| FTNT Fortinet Inc. | 0.66% | 8,156,797 | $491.6M | Add +1.7% |
| V Visa Inc. Class A | 0.65% | 1,859,671 | $488.1M | Add +1.5% |
| CDNS Cadence Design SYS Inc. | 0.63% | 1,523,142 | $468.7M | Add +7.8% |
| KLAC KLA Corp. | 0.60% | 548,930 | $452.6M | Add +1.0% |
| CSCO Cisco Systems Inc. | 0.57% | 8,976,883 | $426.5M | Reduce -46.7% |
| LIN Linde PLC | 0.56% | 958,776 | $420.7M | New |
| MSI Motorola Solutions Inc. | 0.53% | 1,023,956 | $395.3M | Add +215.7% |
| ECL Ecolab Inc. | 0.52% | 1,626,450 | $387.1M | Reduce -3.9% |
| ORCL Oracle Corp. | 0.50% | 2,645,920 | $373.6M | Add +123.7% |
| COST Costco Wholesale Corp. | 0.50% | 437,252 | $371.7M | Add +12.2% |
| ABBV Abbvie Inc. | 0.49% | 2,140,316 | $367.1M | Add +6.1% |
| WMT Walmart Inc. | 0.48% | 5,326,649 | $360.7M | Add +0.1% |
| MU Micron Technology Inc. | 0.47% | 2,649,180 | $348.4M | Add +473.8% |
| SPGI S&P Global Inc. | 0.46% | 779,473 | $347.6M | Reduce -5.7% |
| AMD Advanced Micro Devices | 0.46% | 2,134,190 | $346.2M | Add +32.4% |
| ENPH Enphase Energy Inc. | 0.46% | 3,451,585 | $344.2M | Reduce -1.6% |
| ZTS Zoetis Inc. | 0.45% | 1,946,277 | $337.4M | Add +56.2% |
| XYL Xylem Inc. | 0.44% | 2,436,974 | $330.5M | Add +1.1% |
| QCOM Qualcomm Inc. | 0.42% | 1,583,404 | $315.4M | Add +53.5% |
| VRTX Vertex Pharmaceuticals Inc. | 0.42% | 666,212 | $312.3M | Add +0.4% |
| ABT Abbott Laboratories | 0.42% | 2,992,473 | $310.9M | Reduce -0.5% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.41% | 3,125,768 | $310.4M | Reduce -22.5% |
| NFLX Netflix Inc. | 0.41% | 457,184 | $308.5M | Add +28.2% |
| JNJ Johnson & Johnson | 0.41% | 2,103,538 | $307.5M | Add +0.5% |
| COR Cencora Inc. | 0.41% | 1,363,345 | $307.2M | Add +3.4% |
| MCD McDonald's Corp. | 0.41% | 1,192,866 | $304.0M | Reduce -3.4% |
| RPRX Royalty Pharma PLC Class A | 0.38% | 10,813,470 | $285.2M | Add +30.6% |
| CL Colgate-Palmolive Co. | 0.38% | 2,909,735 | $282.4M | Reduce -8.5% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.37% | 6,991,525 | $278.1M | Add +1.2% |
| C Citigroup Inc. | 0.37% | 4,324,051 | $274.4M | Add +8.0% |
| VLTO Veralto Corp. | 0.36% | 2,814,983 | $268.7M | Add +4.9% |
| SPOT Spotify Technology SA | 0.36% | 852,526 | $267.5M | Add +13.3% |
| HD Home Depot Inc. | 0.36% | 776,563 | $267.3M | Reduce -1.1% |
| TSM Taiwan Semiconductor-SP ADR | 0.35% | 1,496,874 | $260.2M | Add +4.3% |
| EQIX Equinix Inc. | 0.34% | 336,608 | $254.7M | Reduce -5.7% |
| ALV Autoliv Inc. | 0.34% | 2,362,040 | $252.7M | Add +20.5% |
| TYL Tyler Technologies Inc. | 0.34% | 500,000 | $251.4M | New |
| PG The Procter & Gamble Co. | 0.32% | 1,447,064 | $238.6M | Add +0.4% |
| TT Trane Technologies PLC | 0.32% | 723,394 | $237.9M | Add +5.3% |
| PWR Quanta Services Inc. | 0.31% | 917,502 | $233.1M | Add +4.9% |
| ETN Eaton Corp. PLC | 0.30% | 720,696 | $226.0M | New |
| WM Waste Management Inc. | 0.30% | 1,055,916 | $225.3M | Add +16.0% |
| PANW Palo Alto Networks Inc. | 0.30% | 657,203 | $222.8M | Add +4.9% |
| VZ Verizon Communications Inc. | 0.28% | 5,135,138 | $211.8M | Reduce -13.9% |
| TSLA Tesla Inc. | 0.28% | 1,069,048 | $211.5M | Add +0.1% |
| EA Electronic Arts Inc. | 0.28% | 1,512,991 | $210.8M | Reduce -0.6% |
| WMS Advanced Drainage Systems Inc. | 0.28% | 1,308,821 | $209.9M | Add +2.1% |
| AZN Astrazeneca PLC-Spons ADR | 0.28% | 2,670,757 | $208.3M | Reduce -2.8% |
| LRCX Lam Research Corp. | 0.28% | 193,936 | $206.5M | Reduce -2.2% |
| BSY Bentley Systems Inc. Class B | 0.27% | 4,134,295 | $204.1M | Add +514.5% |
| SCI Service Corp. International | 0.27% | 2,845,020 | $202.4M | Reduce -5.8% |
| SNOW Snowflake Inc. | 0.25% | 1,402,478 | $189.5M | Reduce -12.5% |
| VEEV Veeva Systems Inc. Class A | 0.25% | 1,031,064 | $188.7M | Add +4.9% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.24% | 1,054,083 | $182.3M | Reduce -0.7% |
| APH Amphenol Corp. Class A | 0.23% | 2,600,252 | $175.2M | Add +23.8% |
| ABNB Airbnb Inc. Class A | 0.23% | 1,150,371 | $174.4M | Add +8.1% |
| DE Deere & Co. | 0.23% | 462,404 | $172.8M | Reduce -0.9% |
| SWKS Skyworks Solutions Inc. | 0.23% | 1,592,880 | $169.8M | Add +56.7% |
| HSIC Henry Schein Inc. | 0.23% | 2,626,700 | $168.4M | Reduce -8.2% |
| AMGN Amgen Inc. | 0.22% | 533,148 | $166.6M | Reduce -0.3% |
| MDB Mongodb Inc. | 0.22% | 656,993 | $164.2M | Add +156.3% |
| MRVL Marvell Technology Inc. | 0.22% | 2,334,015 | $163.1M | Add +653.5% |
| PFE Pfizer Inc. | 0.21% | 5,708,195 | $159.7M | Reduce -8.4% |
| SYY Sysco Corp. | 0.21% | 2,202,807 | $157.3M | No change |
| CI The Cigna Group | 0.20% | 450,602 | $149.0M | Add +1.5% |
| GS Goldman Sachs Group Inc. | 0.20% | 325,317 | $147.1M | Reduce -0.9% |
| REGN Regeneron Pharmaceuticals | 0.19% | 135,658 | $142.6M | Add +1.0% |
| GWW WW Grainger Inc. filed as GRAINGER W W INC | 0.19% | 156,996 | $141.6M | Add +0.2% |
| COO The Cooper Cos Inc. | 0.19% | 1,600,420 | $139.7M | Add +16.6% |
| GM General Motors Co. | 0.18% | 2,970,320 | $138.0M | Reduce -15.7% |
| UTHR United Therapeutics Corp. | 0.18% | 422,655 | $134.6M | Reduce -0.2% |
Portfolio Sells Q1 2024 → Q2 2024
| CSCO Cisco Systems Inc. | Reduce -46.7% | 0.57% | −0.62 |
| LINDE PLC | Sold out | 0.00% | −0.61 |
| CNC Centene Corp. | Reduce -13.0% | 0.90% | −0.39 |
| Eaton Corp PLC | Sold out | 0.00% | −0.38 |
| CRM Salesforce Inc. | Reduce -8.7% | 0.91% | −0.32 |
| SEDG Solaredge Technologies Inc. | Reduce -56.5% | 0.05% | −0.31 |
| DIS The Walt Disney Co. | Reduce -22.5% | 0.41% | −0.28 |
| ACN Accenture PLC Class A | Reduce -7.6% | 0.89% | −0.27 |
| ANSS Ansys Inc. | Reduce -97.8% | 0.00% | −0.18 |
| Jazz Pharmaceuticals PLC | Sold out | 0.00% | −0.18 |
| INTC Intel Corp. | Reduce -55.2% | 0.07% | −0.16 |
| ENPH Enphase Energy Inc. | Reduce -1.6% | 0.46% | −0.14 |
| MRK Merck & Co. Inc. | Reduce -1.1% | 0.90% | −0.12 |
| SNOW Snowflake Inc. | Reduce -12.5% | 0.25% | −0.11 |
| FFIV F5 Inc. | Reduce -30.7% | 0.16% | −0.11 |
| BRK.A Berkshire Hathaway Inc. Class A | Reduce -5.7% | 0.68% | −0.11 |
| TMO Thermo Fisher Scientific Inc. | Reduce -0.9% | 0.89% | −0.11 |
| LITE Lumentum Holdings Inc. | Sold out | 0.00% | −0.10 |
| DHR Danaher Corp. | Reduce -5.3% | 0.86% | −0.10 |
| AMN Amn Healthcare Services Inc. | Reduce -81.8% | 0.01% | −0.09 |
| MCD McDonald's Corp. | Reduce -3.4% | 0.41% | −0.09 |
| HSIC Henry Schein Inc. | Reduce -8.2% | 0.23% | −0.08 |
| EQIX Equinix Inc. | Reduce -5.7% | 0.34% | −0.08 |
| VZ Verizon Communications Inc. | Reduce -13.9% | 0.28% | −0.07 |
| FCX Freeport-McMoran Inc. | Reduce -28.7% | 0.16% | −0.07 |
| CIEN Ciena Corp. | Sold out | 0.00% | −0.07 |
| HD Home Depot Inc. | Reduce -1.1% | 0.36% | −0.07 |
| DOCS Doximity Inc. Class A | Reduce -51.3% | 0.06% | −0.07 |
| ABT Abbott Laboratories | Reduce -0.5% | 0.42% | −0.07 |
| WY Weyerhaeuser Co. | Reduce -21.1% | 0.09% | −0.06 |
| ILMN Illumina Inc. | Reduce -20.6% | 0.08% | −0.06 |
| TEAM Atlassian Corp. Class A | Reduce -76.6% | 0.01% | −0.06 |
| ICHR Ichor Holdings Ltd. | Reduce -56.7% | 0.04% | −0.06 |
| EL Estee Lauder Companies Class A | Reduce -16.0% | 0.06% | −0.05 |
| CBRE CBRE Group Inc. Class A | Reduce -10.0% | 0.18% | −0.05 |
| CVS CVS Health Corp. | Reduce -0.6% | 0.11% | −0.05 |
| SCI Service Corp. International | Reduce -5.8% | 0.27% | −0.05 |
| ON On Semiconductor | Reduce -26.1% | 0.08% | −0.04 |
| PEP Pepsico Inc. | Reduce -11.1% | 0.17% | −0.04 |
| IBM Intl Business Machines Corp. | Reduce -0.7% | 0.24% | −0.04 |
| APTIV PLC | Sold out | 0.00% | −0.04 |
| GM General Motors Co. | Reduce -15.7% | 0.18% | −0.04 |
| NPO Enpro Inc. | Sold out | 0.00% | −0.04 |
| NVST Envista Holdings Corp. | Reduce -35.9% | 0.04% | −0.04 |
| DE Deere & Co. | Reduce -0.9% | 0.23% | −0.04 |
| ROK Rockwell Automation Inc. | Reduce -14.1% | 0.13% | −0.04 |
| PXD Pioneer Natural Resources Co. | Sold out | 0.00% | −0.04 |
| NKE Nike Inc. Class B | Reduce -2.5% | 0.10% | −0.03 |
| ECL Ecolab Inc. | Reduce -3.9% | 0.52% | −0.03 |
| CNM Core & Main Inc. Class A | Reduce -4.6% | 0.11% | −0.03 |
Portfolio Buys Q1 2024 → Q2 2024
| AAPL Apple Inc. | Add +13.4% | 5.63% | +1.36 |
| LIN Linde PLC | New | 0.56% | +0.56 |
| MU Micron Technology Inc. | Add +473.8% | 0.47% | +0.39 |
| MSI Motorola Solutions Inc. | Add +215.7% | 0.53% | +0.37 |
| TYL Tyler Technologies Inc. | New | 0.34% | +0.34 |
| ETN Eaton Corp. PLC | New | 0.30% | +0.30 |
| ORCL Oracle Corp. | Add +123.7% | 0.50% | +0.29 |
| MSFT Microsoft Corp. | Add +2.7% | 8.15% | +0.26 |
| AMZN Amazon.com Inc. | Add +5.9% | 3.40% | +0.24 |
| BSY Bentley Systems Inc. Class B | Add +514.5% | 0.27% | +0.22 |
| AMAT Applied Materials Inc. | Add +10.3% | 1.30% | +0.21 |
| MRVL Marvell Technology Inc. | Add +653.5% | 0.22% | +0.19 |
| QCOM Qualcomm Inc. | Add +53.5% | 0.42% | +0.18 |
| ZTS Zoetis Inc. | Add +56.2% | 0.45% | +0.15 |
| JAZZ Jazz Pharmaceuticals PLC | New | 0.14% | +0.14 |
| META Meta Platforms Inc. Class A | Add +7.8% | 2.48% | +0.14 |
| NFLX Netflix Inc. | Add +28.2% | 0.41% | +0.11 |
| NOW ServiceNow Inc. | Add +10.3% | 1.37% | +0.10 |
| COST Costco Wholesale Corp. | Add +12.2% | 0.50% | +0.09 |
| TER Teradyne Inc. | Add +198.8% | 0.13% | +0.09 |
| MDB Mongodb Inc. | Add +156.3% | 0.22% | +0.09 |
| SPOT Spotify Technology SA | Add +13.3% | 0.36% | +0.08 |
| TSM Taiwan Semiconductor-SP ADR | Add +4.3% | 0.35% | +0.07 |
| SWKS Skyworks Solutions Inc. | Add +56.7% | 0.23% | +0.07 |
| KLAC KLA Corp. | Add +1.0% | 0.60% | +0.07 |
| SMCI Super Micro Computer Inc. | Add +971.8% | 0.07% | +0.06 |
| APH Amphenol Corp. Class A | Add +23.8% | 0.23% | +0.06 |
| VRT Vertiv Holdings Co. Class A | Add +247.5% | 0.08% | +0.06 |
| AMD Advanced Micro Devices | Add +32.4% | 0.46% | +0.05 |
| TJX TJX Companies Inc. | Add +45.9% | 0.15% | +0.05 |
| PANW Palo Alto Networks Inc. | Add +4.9% | 0.30% | +0.05 |
| ENTG Entegris Inc. | Add +520.3% | 0.05% | +0.04 |
| ULTA Ulta Beauty Inc. | Add +107.0% | 0.12% | +0.04 |
| TPR Tapestry Inc. | Add +206.6% | 0.06% | +0.04 |
| PEG Public Service Enterprise GP | Add +117.1% | 0.06% | +0.04 |
| RMBS Rambus Inc. | Add +56.1% | 0.12% | +0.04 |
| APTV Aptiv Irish Holdings Ltd. | New | 0.03% | +0.03 |
| LULU Lululemon Athletica Inc. | Add +199.5% | 0.06% | +0.03 |
| MA Mastercard Inc. Class A | Add +19.1% | 0.96% | +0.03 |
| WMT Walmart Inc. | Add +0.1% | 0.48% | +0.03 |
| FTDR Frontdoor Inc. | Add +112.7% | 0.05% | +0.03 |
| SMR Nuscale Power Corp. | Add +0.0% | 0.05% | +0.03 |
| WM Waste Management Inc. | Add +16.0% | 0.30% | +0.03 |
| TT Trane Technologies PLC | Add +5.3% | 0.32% | +0.03 |
| LNTH Lantheus Holdings Inc. | Add +40.9% | 0.06% | +0.03 |
| RPRX Royalty Pharma PLC Class A | Add +30.6% | 0.38% | +0.03 |
| VRTX Vertex Pharmaceuticals Inc. | Add +0.4% | 0.42% | +0.03 |
| VLTO Veralto Corp. | Add +4.9% | 0.36% | +0.02 |
| TXN Texas Instruments Inc. | Add +42.9% | 0.06% | +0.02 |
| KNSL Kinsale Capital Group Inc. | New | 0.02% | +0.02 |
Notes & Other Activity Q1 2024 → Q2 2024
| ATVI Activision Blizzard Inc. | COM | Sold out | 0 | $0before exit |
| COR Cencora Inc. | COM | Sold out | 0 | $0before exit |
| VMW Vmware LLC | CL A COM | Sold out | 0 | $0before exit |
| HZNP Horizon Pharma PLC | SHS | Sold out | 0 | $0before exit |
Bonds, preferreds, convertibles and warrants; not part of the stock holdings or percentages above.
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 696 | $116.0B | NVDA, AAPL, MSFT, AVGO, AMZN |
| Q1 2026 | 684 | $95.1B | NVDA, MSFT, AAPL, AVGO, AMZN |
| Q4 2025Amended | 681 | $103.4B | NVDA, MSFT, AAPL, AVGO, AMZN |
| Q3 2025 | 669 | $98.7B | NVDA, MSFT, AAPL, AVGO, AMZN |
| Q2 2025 | 668 | $89.0B | MSFT, NVDA, AAPL, AVGO, AMZN |
| Q1 2025 | 693 | $75.1B | MSFT, NVDA, AAPL, AMZN, AVGO |
| Q4 2024 | 692 | $81.3B | MSFT, NVDA, AAPL, AVGO, AMZN |
| Q3 2024Amended | 687 | $78.5B | MSFT, NVDA, AAPL, AVGO, AMZN |
| Q2 2024 | 697 | $74.8B | MSFT, NVDA, AAPL, AVGO, AMZN |
| Q1 2024Amended | 707 | $70.8B | MSFT, NVDA, AAPL, AVGO, AMZN |