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Seb Asset Management Ab Top Holdings and 13F Report (2026)

About Seb Asset Management Ab

Investment Activity

  • Seb Asset Management Ab has $27.00 billion in total holdings as of September 30, 2026.
  • Seb Asset Management Ab owns shares of 713 different stocks, but just 130 companies or ETFs make up 80% of its holdings.
  • Approximately 7.18% of the portfolio was purchased this quarter.
  • About 6.85% of the portfolio was sold this quarter.
  • This quarter, Seb Asset Management Ab has purchased 700 new stocks and bought additional shares in 331 stocks.
  • Seb Asset Management Ab sold shares of 269 stocks and completely divested from 40 stocks this quarter.

Largest Holdings

NVIDIA
$2,026,745,414
Apple
$1,756,671,421
Microsoft
$1,468,998,963
AstraZeneca
$1,117,800,277
Amazon.com
$780,295,288

Largest New Holdings this Quarter

M8769Q102 - TEVA PHARMACEUTICAL INDS LTD
$66,107,596 Holding
78392B206 - SK HYNIX INC
$18,499,299 Holding
00773J202 - SPYRE THERAPEUTICS INC
$8,008,236 Holding
65158N102 - Newmark Group
$5,906,074 Holding
22266T109 - Coupang
$2,962,073 Holding

Largest Purchases this Quarter

AstraZeneca
1,096,324 shares (about $179.35M)
Apple
280,567 shares (about $93.43M)
CrowdStrike
292,014 shares (about $77.31M)
Meta Platforms
102,571 shares (about $74.38M)
TEVA PHARMACEUTICAL INDS LTD
1,669,386 shares (about $66.11M)

Largest Sales this Quarter

NVIDIA
302,533 shares (about $69.09M)
Palo Alto Networks
111,963 shares (about $44.48M)
Citigroup
340,461 shares (about $44.08M)
Applied Materials
84,381 shares (about $43.15M)
General Motors
511,582 shares (about $39.39M)

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeb Asset Management Ab

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
NVIDIA Corporation stock logo
NVDA
NVIDIA
$2,026,745,414$69,092,436 ▼-3.3%8,874,4507.5%Technology
Apple Inc. stock logo
AAPL
Apple
$1,756,671,421$93,434,365 ▲5.6%5,274,9766.5%Technology
Microsoft Corporation stock logo
MSFT
Microsoft
$1,468,998,963$55,605,503 ▲3.9%2,864,1065.4%Technology
AstraZeneca PLC stock logo
AZNCF
AstraZeneca
$1,117,800,277$179,346,743 ▲19.1%6,832,9724.1%Healthcare
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$780,295,288$10,549,255 ▲1.4%3,131,8312.9%Consumer Discretionary
Alphabet Inc. stock logo
GOOGL
Alphabet
$647,563,385$28,918,877 ▼-4.3%1,882,0152.4%Communication Services
Broadcom Inc. stock logo
AVGO
Broadcom
$644,006,168$24,147,457 ▲3.9%1,833,7842.4%Technology
Meta Platforms, Inc. stock logo
META
Meta Platforms
$592,033,718$74,382,396 ▲14.4%816,3962.2%Communication Services
Alphabet Inc. stock logo
GOOG
Alphabet
$533,938,939$14,251,783 ▼-2.6%1,566,9992.0%Communication Services
Micron Technology, Inc. stock logo
MU
Micron Technology
$524,145,295$33,442,893 ▲6.8%492,0961.9%Technology
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$502,322,689$50,832,793 ▲11.3%434,1301.9%Healthcare
Advanced Micro Devices, Inc. stock logo
AMD
Advanced Micro Devices
$375,631,965$15,911,865 ▼-4.1%614,0191.4%Technology
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$358,314,835$13,293,735 ▲3.9%1,083,0791.3%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$349,054,622$3,977,980 ▲1.2%1,318,4821.3%Healthcare
Tesla, Inc. stock logo
TSLA
Tesla
$247,538,440$9,814,751 ▲4.1%697,6650.9%Consumer Discretionary
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$227,785,111$12,856,144 ▼-5.3%1,567,5820.8%Healthcare
Visa Inc. stock logo
V
Visa
$226,867,937$10,912,848 ▲5.1%631,3640.8%Finance
Mastercard Incorporated stock logo
MA
Mastercard
$213,200,364$32,312,260 ▼-13.2%386,6040.8%Finance
Intel Corporation stock logo
INTC
Intel
$202,388,205$21,033,865 ▲11.6%1,683,3430.7%Technology
LAM RESEARCH CORP
$198,937,003$51,465,990 ▲34.9%605,5740.7%COM NEW
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$194,137,273$23,741,441 ▼-10.9%1,803,7480.7%Technology
Bank of America Corporation stock logo
BAC
Bank of America
$190,434,436$55,434,358 ▲41.1%3,498,7060.7%Finance
Applied Materials, Inc. stock logo
AMAT
Applied Materials
$187,840,455$43,150,719 ▼-18.7%367,3210.7%Technology
AbbVie Inc. stock logo
ABBV
AbbVie
$184,440,465$34,856,325 ▼-15.9%705,0750.7%Healthcare
Citigroup Inc. stock logo
C
Citigroup
$165,663,415$44,082,848 ▼-21.0%1,279,4530.6%Finance
WALMART INC
$144,568,356$8,235,553 ▲6.0%1,391,1510.5%COM
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$141,021,851$5,633,286 ▲4.2%208,9060.5%Healthcare
Bristol Myers Squibb Company stock logo
BMY
Bristol Myers Squibb
$140,122,674$39,129,377 ▼-21.8%2,245,5580.5%Healthcare
Gilead Sciences, Inc. stock logo
GILD
Gilead Sciences
$137,246,759$12,602,315 ▲10.1%920,8110.5%Healthcare
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$137,175,858$12,000,937 ▲9.6%373,6950.5%Healthcare
Marvell Technology, Inc. stock logo
MRVL
Marvell Technology
$135,800,368$22,458,092 ▲19.8%513,9870.5%Technology
ARISTA NETWORKS INC
$133,890,437$7,870,579 ▼-5.6%657,6480.5%COM SHS
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$118,153,569$44,483,994 ▼-27.4%297,3840.4%Technology
Adobe Inc. stock logo
ADBE
Adobe
$112,041,562$4,957,156 ▼-4.2%466,9570.4%Technology
General Motors Company stock logo
GM
General Motors
$111,757,368$39,391,770 ▼-26.1%1,451,3960.4%Consumer Discretionary
Chubb Limited stock logo
CB
Chubb
$106,743,071$1,993,456 ▲1.9%328,1880.4%Finance
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$104,690,006$8,686,425 ▲9.0%373,7730.4%Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$103,678,133$2,432 ▼0.0%127,8730.4%Industrials
Edwards Lifesciences Corporation stock logo
EW
Edwards Lifesciences
$102,360,719$275,706 ▲0.3%1,185,8300.4%Healthcare
ServiceNow, Inc. stock logo
NOW
ServiceNow
$102,045,561$1,246,158 ▲1.2%761,4780.4%Technology
GE VERNOVA INC
$100,334,572$25,914,133 ▲34.8%105,5610.4%COM
KLA Corporation stock logo
KLAC
KLA
$98,420,706$28,291,545 ▼-22.3%504,9030.4%Technology
CrowdStrike stock logo
CRWD
CrowdStrike
$98,371,249$77,310,663 ▲367.1%371,5630.4%Technology
Motorola Solutions, Inc. stock logo
MSI
Motorola Solutions
$98,254,659$11,518,054 ▼-10.5%220,3170.4%Technology
Procter & Gamble Company (The) stock logo
PG
Procter & Gamble
$97,933,956$10,558,803 ▼-9.7%674,1050.4%Consumer Staples
NetApp, Inc. stock logo
NTAP
NetApp
$97,155,395$31,554,616 ▼-24.5%462,4690.4%Technology
Colgate-Palmolive Company stock logo
CL
Colgate-Palmolive
$97,152,856$13,866,364 ▼-12.5%1,138,6890.4%Consumer Staples
Cadence Design Systems, Inc. stock logo
CDNS
Cadence Design Systems
$96,672,419$14,613,307 ▲17.8%292,7830.4%Technology
Stryker Corporation stock logo
SYK
Stryker
$96,486,915$13,135,263 ▼-12.0%350,3650.4%Healthcare
CVS Health Corporation stock logo
CVS
CVS Health
$92,933,623$12,785,021 ▲16.0%1,084,5340.3%Healthcare
Analog Devices, Inc. stock logo
ADI
Analog Devices
$92,369,070$3,588,635 ▲4.0%232,8380.3%Technology
Truist Financial Corporation stock logo
TFC
Truist Financial
$90,333,745$12,576,964 ▼-12.2%1,951,0550.3%Finance
SANDISK CORP
$88,786,535$57,717,337 ▲185.8%51,0300.3%COM
Qualcomm Incorporated stock logo
QCOM
Qualcomm
$87,760,343$7,809,733 ▼-8.2%476,8550.3%Technology
Capital One Financial Corporation stock logo
COF
Capital One Financial
$87,373,558$30,259,255 ▲53.0%452,5490.3%Finance
MetLife, Inc. stock logo
MET
MetLife
$86,028,978$9,641,029 ▲12.6%913,6480.3%Finance
Autodesk, Inc. stock logo
ADSK
Autodesk
$85,084,792$3,402,932 ▼-3.8%407,1050.3%Technology
Amgen Inc. stock logo
AMGN
Amgen
$81,984,065$10,716,042 ▲15.0%194,5010.3%Healthcare
Keysight Technologies Inc. stock logo
KEYS
Keysight Technologies
$80,448,403$7,553,460 ▲10.4%220,9880.3%Technology
Union Pacific Corporation stock logo
UNP
Union Pacific
$78,046,839$9,229,556 ▲13.4%286,8000.3%Industrials
Netflix, Inc. stock logo
NFLX
Netflix
$77,888,169$15,150,482 ▼-16.3%1,119,4050.3%Communication Services
Royal Bank Of Canada stock logo
RY
Royal Bank Of Canada
$77,760,008$16,651,028 ▲27.2%394,3660.3%Finance
Equinix, Inc. stock logo
EQIX
Equinix
$77,512,212$1,036,868 ▲1.4%76,6250.3%Real Estate
Coca-Cola Company (The) stock logo
KO
Coca-Cola
$77,497,378$4,599,426 ▲6.3%900,2950.3%Consumer Staples
MercadoLibre, Inc. stock logo
MELI
MercadoLibre
$76,935,048$24,073,208 ▼-23.8%44,5090.3%Consumer Discretionary
Vertex Pharmaceuticals Incorporated stock logo
VRTX
Vertex Pharmaceuticals
$76,399,720$4,201,297 ▲5.8%146,1330.3%Healthcare
Hewlett Packard Enterprise Company stock logo
HPE
Hewlett Packard Enterprise
$75,777,362$8,481,964 ▼-10.1%1,186,0610.3%Technology
Cencora, Inc. stock logo
COR
Cencora
$75,485,169$34,893,816 ▼-31.6%251,4080.3%Healthcare
Live Nation Entertainment, Inc. stock logo
LYV
Live Nation Entertainment
$74,945,107$44,821,602 ▲148.8%442,6770.3%Communication Services
The TJX Companies, Inc. stock logo
TJX
TJX Companies
$72,444,718$14,724,376 ▲25.5%547,5380.3%Consumer Discretionary
Trane Technologies plc stock logo
TT
Trane Technologies
$70,931,858$2,290,632 ▼-3.1%156,9360.3%Industrials
W.W. Grainger, Inc. stock logo
GWW
W.W. Grainger
$69,235,539$4,753,816 ▲7.4%55,5770.3%Industrials
Seagate Technology Holdings PLC stock logo
STX
Seagate Technology
$69,220,643$4,842,281 ▲7.5%75,0490.3%Technology
Morgan Stanley stock logo
MS
Morgan Stanley
$68,872,259$41,378 ▼-0.1%366,1860.3%Finance
McKesson Corporation stock logo
MCK
McKesson
$68,692,357$15,458,214 ▼-18.4%80,4540.3%Healthcare
The Travelers Companies, Inc. stock logo
TRV
Travelers Companies
$68,561,826$22,079,722 ▼-24.4%192,3140.3%Finance
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$68,232,997$307,792 ▲0.5%852,3800.3%Finance
The Home Depot, Inc. stock logo
HD
Home Depot
$68,001,640$609,093 ▲0.9%239,0300.3%Consumer Discretionary
Fortinet, Inc. stock logo
FTNT
Fortinet
$66,460,612$17,999,157 ▲37.1%371,7870.2%Technology
Coherent Corp. stock logo
COHR
Coherent
$66,385,604$15,469,770 ▲30.4%230,6580.2%Technology
Waste Management, Inc. stock logo
WM
Waste Management
$66,355,870$5,643,681 ▼-7.8%325,4020.2%Industrials
Hilton Worldwide Holdings Inc. stock logo
HLT
Hilton Worldwide
$66,257,020$10,087,576 ▲18.0%208,2770.2%Consumer Discretionary
Toronto Dominion Bank (The) stock logo
TD
Toronto Dominion Bank
$66,232,101$31,825,899 ▼-32.5%561,9570.2%Finance
TEVA PHARMACEUTICAL INDS LTD
$66,107,596$66,107,596 ▲New Holding1,669,3860.2%SHS
The Goldman Sachs Group, Inc. stock logo
GS
The Goldman Sachs Group
$65,788,399$909,364 ▲1.4%73,0690.2%Finance
LINDE PLC
$64,586,547$2,926,691 ▲4.7%136,0720.2%SHS
S&P Global Inc. stock logo
SPGI
S&P Global
$64,383,384$16,069,515 ▲33.3%163,2150.2%Finance
Airbnb, Inc. stock logo
ABNB
Airbnb
$63,692,529$7,118,556 ▲12.6%396,4680.2%Consumer Discretionary
Vertiv Holdings Co. stock logo
VRT
Vertiv
$63,285,667$12,385,708 ▼-16.4%262,2590.2%Industrials
U.S. Bancorp stock logo
USB
U.S. Bancorp
$62,392,500$5,349,845 ▲9.4%1,080,2030.2%Finance
UBS Group AG stock logo
UBS
UBS Group
$60,171,610$2,664,180 ▼-4.2%1,246,9860.2%Finance
The Allstate Corporation stock logo
ALL
Allstate
$59,394,772$4,353,113 ▼-6.8%267,7130.2%Finance
HCA Healthcare, Inc. stock logo
HCA
HCA Healthcare
$58,974,979$10,260,952 ▼-14.8%138,1990.2%Healthcare
Salesforce Inc. stock logo
CRM
Salesforce
$57,712,276$8,211,258 ▼-12.5%251,3930.2%Technology
Manulife Financial Corp stock logo
MFC
Manulife Financial
$57,684,023$16,759,492 ▲41.0%1,350,5320.2%Finance
Reinsurance Group of America, Incorporated stock logo
RGA
Reinsurance Group of America
$56,579,213$22,126,352 ▼-28.1%229,7730.2%Finance
IQVIA Holdings Inc. stock logo
IQV
IQVIA
$56,350,616$1,502,869 ▼-2.6%209,5990.2%Healthcare
BLACKROCK INC
$55,437,452$21,949,988 ▲65.5%52,3840.2%COM
Oracle Corporation stock logo
ORCL
Oracle
$55,412,895$2,005,266 ▲3.8%403,5900.2%Technology
International Business Machines Corporation stock logo
IBM
International Business Machines
$55,288,184$3,221,753 ▼-5.5%251,3900.2%Technology

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