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13F holdings

SEB Asset Management AB portfolio

Managed by . 680 reported positions worth $23.4B as of 2026-03-31, filed with the SEC on 2026-05-07. Parsed from the filing itself, not a reseller.

$23.4B
Book value
680
Positions
35%
Top 10 weight
+0
New this quarter
-0
Exited
134 days
Age today
How old this actually is

Every position on this page is a snapshot of 2026-03-31. It was already 37 days old on 2026-05-07, the day it first became public. Today it is 134 days old.

That lag is the law, not a service level — Rule 13f-1 gives managers 45 days after quarter end to file, and no product can shorten it. A fund can have sold every share below before you read this sentence. Treat it as a record of what happened, never as a position you can follow.

What changed

Positions opened and closed

This is the earliest 13F we hold for this manager, so there is nothing to compare it against. That is an absence of data, not a quarter in which nothing changed.

The book

Largest 150 of 680 holdings

TickerIssuerValueShares% of bookShares Δ
NVDANVIDIA CORPORATION$1.7B9,706,4667.24%
AAPLAPPLE INC$1.3B4,986,3985.41%
AZNASTRAZENECA PLC$1.2B5,954,4174.95%
MSFTMICROSOFT CORP$1.0B2,712,6694.29%
AMZNAMAZON COM INC$631.5M3,032,3422.70%
AVGOBROADCOM INC$591.5M1,911,1312.53%
GOOGLALPHABET INC$569.6M1,980,8952.43%
GOOGALPHABET INC$432.3M1,507,0391.85%
METAMETA PLATFORMS INC$405.0M707,9601.73%
LLYELI LILLY & CO$356.2M387,2721.52%
JPMJPMORGAN CHASE & CO$356.2M1,210,8261.52%
JNJJOHNSON & JOHNSON$314.5M1,286,4841.34%
MAMASTERCARD INCORPORATED$293.6M587,5481.25%
CCITIGROUP INC$253.0M2,230,5971.08%
TSLATESLA INC$232.2M624,5050.99%
BMYBRISTOL-MYERS SQUIBB CO$217.5M3,586,3650.93%
ABBVABBVIE INC$205.8M946,3260.88%
MRKMERCK & CO INC$197.6M1,642,2850.84%
VVISA INC$181.2M599,6110.77%
WMTWALMART INC$179.5M1,444,6140.77%
AMATAPPLIED MATLS INC$175.0M512,1190.75%
GMGENERAL MTRS CO$171.9M2,307,2770.73%
GILDGILEAD SCIENCES INC$171.8M1,233,0000.73%
CBCHUBB LTD SWITZ$169.5M519,9390.72%
MELIMERCADOLIBRE INC$162.6M94,0290.69%
TDTORONTO DOMINION BK ONT$139.1M1,494,3940.59%
CORCENCORA INC$134.1M427,0040.57%
ADBEADOBE INC$131.7M541,8940.56%
BSXBOSTON SCIENTIFIC CORP$130.3M2,076,5240.56%
MCKMCKESSON CORP$129.8M149,9490.55%
PGPROCTER & GAMBLE CO$127.7M883,8540.55%
TFCTRUIST FINL CORP$124.1M2,700,5560.53%
MUMICRON TECHNOLOGY INC$121.4M359,4060.52%
KLACKLA CORP$115.8M78,6380.49%
MSIMOTOROLA SOLUTIONS INC$112.7M259,7730.48%
EWEDWARDS LIFESCIENCES CORP$109.7M1,370,2020.47%
ADSKAUTODESK INC$104.4M435,9680.45%
NFLXNETFLIX INC.$99.4M1,034,1290.42%
CSCOCISCO SYS INC$99.1M1,277,3860.42%
BACBANK AMERICA CORP$95.7M1,963,6610.41%
LRCXLAM RESEARCH CORP$94.8M443,9130.41%
TMOTHERMO FISHER SCIENTIFIC INC$93.5M190,2700.40%
ANETARISTA NETWORKS INC$93.2M759,2760.40%
CLCOLGATE PALMOLIVE CO$91.1M1,069,4530.39%
NTAPNETAPP INC$90.0M878,7650.38%
CDNSCADENCE DESIGN SYSTEM INC$89.9M323,5040.38%
PANWPALO ALTO NETWORKS INC$89.4M557,7040.38%
CRMSALESFORCE INC$88.2M472,4830.38%
SYKSTRYKER CORPORATION$86.5M263,3660.37%
BKNGBOOKING HOLDINGS INC$86.4M20,5250.37%
CATCATERPILLAR INC$86.2M121,7070.37%
RGAREINSURANCE GROUP AMER INC$81.5M399,3610.35%
SPGIS&P GLOBAL INC$81.2M190,9020.35%
UNHUNITEDHEALTH GROUP INC$80.8M298,7610.35%
TRVTRAVELERS COMPANIES INC$77.7M266,5000.33%
HCAHCA HEALTHCARE INC$75.5M159,6100.32%
HDHOME DEPOT INC$74.4M226,2910.32%
AMDADVANCED MICRO DEVICES INC$72.3M355,5510.31%
QCOMQUALCOMM INC$72.3M561,1790.31%
ADIANALOG DEVICES INC$70.7M222,2230.30%
PEPPEPSICO INC$69.5M447,6710.30%
EQIXEQUINIX INC$69.4M70,8190.30%
HIGHARTFORD INSURANCE GROUP INC$69.3M512,5330.30%
UNPUNION PAC CORP$68.4M281,9770.29%
ISRGINTUITIVE SURGICAL INC$68.3M148,2160.29%
XYLXYLEM INC$66.7M558,1620.29%
WFCWELLS FARGO & CO$64.4M809,0030.28%
VZVERIZON COMMUNICATIONS INC$63.7M1,268,2720.27%
IBMINTERNATIONAL BUSINESS MACHS$63.7M262,6370.27%
AMGNAMGEN INC$63.6M180,6760.27%
GSGOLDMAN SACHS GROUP INC$63.3M74,7840.27%
VRTXVERTEX PHARMACEUTICALS INC$62.9M140,9510.27%
CVSCVS HEALTH CORP$62.6M872,1260.27%
KOCOCA COLA CO$62.4M821,0960.27%
ROKROCKWELL AUTOMATION INC$61.3M170,9400.26%
INCYINCYTE CORP$60.8M646,1680.26%
TXNTEXAS INSTRS INC$60.7M312,6700.26%
GEVGE VERNOVA INC$60.6M69,3790.26%
ZSZSCALER INC$60.0M427,9240.26%
TEVATEVA PHARMACEUTICAL INDS LTD$59.6M1,977,1370.25%
TPRTAPESTRY INC$59.5M421,8340.25%
ALLALLSTATE CORP$58.9M283,8560.25%
KEYSKEYSIGHT TECHNOLOGIES INC$58.6M207,5260.25%
ACNACCENTURE PLC IRELAND$57.4M289,3800.25%
ALCALCON AG$57.2M775,7800.24%
ORCLORACLE CORP$56.2M382,2680.24%
TJXTJX COS INC NEW$55.2M345,7350.24%
TAT&T INC$55.1M1,900,2670.24%
CCKCROWN HLDGS INC$54.3M541,5600.23%
EXPEEXPEDIA GROUP INC$53.3M230,6460.23%
DBDEUTSCHE BK AG$52.9M1,829,1530.23%
WMWASTE MGMT INC DEL$52.7M229,5500.23%
MSMORGAN STANLEY$52.6M319,6360.22%
NEMNEWMONT CORP$52.3M483,4360.22%
BWABORGWARNER INC$50.9M938,6380.22%
NOWSERVICENOW INC$50.7M484,6750.22%
ABTABBOTT LABORATORIES$50.5M492,0810.22%
MGAMAGNA INTL INC$49.5M889,0550.21%
LINLINDE PLC$48.6M98,1020.21%
TTTRANE TECHNOLOGIES PLC$47.2M113,2470.20%
MCDMCDONALDS CORP$45.9M147,7640.20%
AZZAZZ INC$45.3M362,0030.19%
HLTHILTON WORLDWIDE HLDGS INC$45.1M148,2540.19%
METMETLIFE INC$45.0M636,7750.19%
VEEVVEEVA SYS INC$45.0M255,9700.19%
DISDISNEY WALT CO$44.5M461,7660.19%
UBSUBS GROUP AG$44.3M1,159,0900.19%
FCXFREEPORT MCMORAN INC$44.3M753,1440.19%
SCHWSCHWAB CHARLES CORP$43.6M464,0960.19%
COFCAPITAL ONE FINL CORP$43.5M238,4720.19%
GWWWW GRAINGER INC$42.6M39,0310.18%
USBUS BANCORP$42.5M816,7920.18%
INTCINTEL CORP$42.5M961,9400.18%
BNYBANK NEW YORK MELLON CORP$41.3M347,7630.18%
CBRECBRE GROUP INC$40.1M296,3310.17%
IQVIQVIA HLDGS INC$39.0M228,7260.17%
INTUINTUIT$37.8M87,4940.16%
PFEPFIZER INC$37.4M1,332,1700.16%
TELTE CONNECTIVITY PLC$36.7M175,7960.16%
EGEVEREST GROUP LTD$36.6M112,0240.16%
RACEFERRARI N V$36.4M109,3080.16%
MDTMEDTRONIC PLC$36.3M419,3520.16%
SPOTSPOTIFY TECHNOLOGY S A$36.2M74,6880.15%
FSLRFIRST SOLAR INC$35.0M177,2560.15%
PNCPNC FINL SVCS GROUP INC$34.9M167,7660.15%
AXPAMERICAN EXPRESS CO$34.9M115,3950.15%
RYROYAL BK CDA$34.5M214,0110.15%
SPGSIMON PPTY GROUP INC NEW$34.4M184,2000.15%
MNSTMONSTER BEVERAGE CORP NEW$34.2M471,7830.15%
NUNU HLDGS LTD$34.1M2,370,6640.15%
MFCMANULIFE FINL CORP$33.5M976,4880.14%
VTRVENTAS INC$33.2M406,3540.14%
VRTVERTIV HOLDINGS CO$32.9M131,3620.14%
BLKBLACKROCK INC$32.8M34,1570.14%
PGRPROGRESSIVE CORP$32.8M165,3070.14%
FSVFIRSTSERVICE CORP NEW$31.5M226,8480.13%
RMDRESMED INC$31.4M140,0300.13%
WPMWHEATON PRECIOUS METALS CORP$30.8M235,6410.13%
STESTERIS PLC$30.7M138,6520.13%
VLTOVERALTO CORP$30.6M345,6430.13%
DEDEERE & CO$30.5M54,1000.13%
ITWILLINOIS TOOL WKS INC$30.4M116,9730.13%
BNSBANK NOVA SCOTIA B C$30.1M436,0600.13%
MPWRMONOLITHIC PWR SYS INC$29.8M27,2910.13%
STTSTATE STR CORP$29.8M235,5220.13%
SSNCSS&C TECH HLDGS$29.6M437,5170.13%
ABNBAIRBNB INC$29.4M232,7680.13%
UALUNITED AIRLS HLDGS INC$28.9M313,7310.12%
TYLTYLER TECHNOLOGIES INC$28.8M84,0540.12%
WELLWELLTOWER INC$28.3M143,3340.12%

This table is the 150 largest positions by value, out of 680 reported. The search box only searches what is on this page — a name absent from it may still be in the filing further down the book. The full info table is here.

Rows are aggregated by CUSIP — a manager files the same security multiple times when different internal desks hold it. Tickers link to our own backtest of that asset where we cover it.

Read the original

This page was built from one document: the 2026-03-31 Form 13F info table filed by SEB Asset Management AB (CIK 2127509, accession 0002127509-26-000002). Every other 13F site is reading the same file.

If anything here disagrees with it, the filing wins — and we would want to know. All 13F filings by this manager

What a 13F cannot show you

A 13F is a long-only equity snapshot, and the holes in it are structural. Anyone selling you this data as "what the smart money is doing" is selling you one leg of a position:

  • No short positions. None, ever. A fund shown here as bullish may be net short the same name through a book you cannot see.
  • No cash, bonds, FX, commodities or non-US listings. A macro fund's entire thesis can be invisible.
  • No intra-quarter round trips. Bought and sold inside the same quarter means it never appears at all.
  • Options are notional, not ownership. We keep puts and calls in a separate bucket rather than adding their notional into a fund's book size, which is how a $2B fund gets reported as a $20B one.
  • Confidential treatment. Managers can ask the SEC to withhold a position while they build it. Those holdings are legally absent from the filing, so a "new" position may be months old.

Tested and published by IndicatorEdge · backtest grid generated 2026-06-25 · base rates recomputed 2026-07-31 · how we test

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