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

About Seb Asset Management Ab

Investment Activity

Seb Asset Management Ab has $26.56 billion in total holdings as of June 30, 2026.
Seb Asset Management Ab owns shares of 700 different stocks, but just 140 companies or ETFs make up 80% of its holdings.
Approximately 8.87% of the portfolio was purchased this quarter.
About 8.77% of the portfolio was sold this quarter.
This quarter, Seb Asset Management Ab has purchased 680 new stocks and bought additional shares in 363 stocks.
Seb Asset Management Ab sold shares of 252 stocks and completely divested from 42 stocks this quarter.

Largest Holdings

NVIDIA: $1,836,221,071
Apple: $1,445,181,197
AstraZeneca: $1,077,346,851
Microsoft: $1,027,927,409
Amazon.com: $736,348,596

Largest New Holdings this Quarter

256163106 - Docusign: $27,162,068 Holding
687604108 - ORUKA THERAPEUTICS INC: $18,724,947 Holding
438516205 - HONEYWELL INTL INC: $17,858,466 Holding
43849R105 - HONEYWELL AEROSPACE INC: $17,633,540 Holding
74006W207 - PRAXIS PRECISION MEDICINES I: $14,297,180 Holding

Largest Purchases this Quarter

KLA: 571,402 shares (about $172.40M)
Advanced Micro Devices: 284,478 shares (about $165.26M)
Micron Technology: 101,292 shares (about $116.92M)
Cisco Systems: 746,946 shares (about $87.74M)
Booking: 437,219 shares (about $77.93M)

Largest Sales this Quarter

NVIDIA: 529,483 shares (about $105.94M)
Citigroup: 610,683 shares (about $85.47M)
Toronto Dominion Bank: 662,405 shares (about $80.51M)
Mastercard: 142,351 shares (about $73.11M)
Chubb: 197,880 shares (about $67.43M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
NVDA NVIDIA	$1,836,221,071	$105,944,169 â–¼	-5.5%	9,176,983	6.9%	Technology
AAPL Apple	$1,445,181,197	$2,318,061 â–²	0.2%	4,994,409	5.4%	Technology
AZNCF AstraZeneca	$1,077,346,851	$40,897,184 â–¼	-3.7%	5,736,648	4.1%	Healthcare
MSFT Microsoft	$1,027,927,409	$16,048,427 â–²	1.6%	2,755,692	3.9%	Technology
AMZN Amazon.com	$736,348,596	$13,620,646 â–²	1.9%	3,089,490	2.8%	Consumer Discretionary
GOOGL Alphabet	$702,611,109	$5,300,866 â–¼	-0.7%	1,966,062	2.6%	Communication Services
AVGO Broadcom	$666,737,675	$55,191,499 â–¼	-7.6%	1,765,025	2.5%	Technology
GOOG Alphabet	$568,445,749	$35,964,023 â–²	6.8%	1,608,825	2.1%	Communication Services
MU Micron Technology	$531,778,701	$116,920,256 â–²	28.2%	460,698	2.0%	Technology
LLY Eli Lilly and Company	$468,014,689	$3,509,528 â–²	0.8%	390,198	1.8%	Healthcare
META Meta Platforms	$402,090,261	$3,303,694 â–²	0.8%	713,825	1.5%	Communication Services
AMD Advanced Micro Devices	$371,798,990	$165,256,001 â–²	80.0%	640,029	1.4%	Technology
JPM JPMorgan Chase & Co.	$341,370,952	$54,968,495 â–¼	-13.9%	1,042,896	1.3%	Finance
JNJ Johnson & Johnson	$331,038,376	$4,310,374 â–²	1.3%	1,303,456	1.2%	Healthcare
AMAT Applied Materials	$326,580,317	$43,681,460 â–¼	-11.8%	451,702	1.2%	Technology
TSLA Tesla	$281,803,167	$19,136,452 â–²	7.3%	670,003	1.1%	Consumer Discretionary
CSCO Cisco Systems	$237,777,833	$87,736,202 â–²	58.5%	2,024,332	0.9%	Technology
MA Mastercard	$228,652,971	$73,111,407 â–¼	-24.2%	445,197	0.9%	Finance
C Citigroup	$226,722,879	$85,471,085 â–¼	-27.4%	1,619,914	0.9%	Finance
MRK Merck & Co., Inc.	$212,802,920	$1,769,571 â–²	0.8%	1,656,056	0.8%	Healthcare
ABBV AbbVie	$210,955,409	$27,177,850 â–¼	-11.4%	838,323	0.8%	Healthcare
INTC Intel	$210,617,205	$76,301,605 â–²	56.8%	1,508,396	0.8%	Technology
V Visa	$206,194,950	$474,493 â–²	0.2%	600,994	0.8%	Finance
KLAC KLA	$196,123,424	$172,397,570 â–²	726.6%	650,040	0.7%	Technology
LAM RESEARCH CORP	$194,525,680	$2,164,916 â–²	1.1%	448,909	0.7%	COM NEW
BMY Bristol Myers Squibb	$165,520,833	$41,125,240 â–¼	-19.9%	2,872,632	0.6%	Healthcare
GM General Motors	$151,306,128	$26,538,529 â–¼	-14.9%	1,962,978	0.6%	Consumer Discretionary
WALMART INC	$148,585,958	$15,030,955 â–¼	-9.2%	1,311,902	0.6%	COM
UNH UnitedHealth Group	$141,730,546	$17,556,613 â–²	14.1%	341,002	0.5%	Healthcare
BAC Bank of America	$141,324,753	$29,435,399 â–²	26.3%	2,480,253	0.5%	Finance
PANW Palo Alto Networks	$139,595,409	$50,592,666 â–¼	-26.6%	409,347	0.5%	Technology
CAT Caterpillar	$136,175,131	$6,569,367 â–²	5.1%	127,876	0.5%	Industrials
MRVL Marvell Technology	$127,790,544	$67,258,448 â–²	111.1%	428,986	0.5%	Technology
SYK Stryker	$125,325,683	$42,407,635 â–²	51.1%	398,062	0.5%	Healthcare
CL Colgate-Palmolive	$119,294,897	$21,247,551 â–²	21.7%	1,301,211	0.4%	Consumer Staples
ARISTA NETWORKS INC	$118,288,536	$10,697,165 â–¼	-8.3%	696,307	0.4%	COM SHS
TFC Truist Financial	$110,734,568	$23,806,954 â–¼	-17.7%	2,222,696	0.4%	Finance
CB Chubb	$109,738,294	$67,425,576 â–¼	-38.1%	322,059	0.4%	Finance
PG Procter & Gamble	$109,508,376	$20,099,939 â–¼	-15.5%	746,784	0.4%	Consumer Staples
EW Edwards Lifesciences	$106,981,085	$16,967,194 â–¼	-13.7%	1,182,636	0.4%	Healthcare
GILD Gilead Sciences	$105,652,966	$50,124,074 â–¼	-32.2%	836,260	0.4%	Healthcare
VRT Vertiv	$104,994,772	$61,012,186 â–²	138.7%	313,586	0.4%	Industrials
COR Cencora	$104,030,095	$16,803,329 â–¼	-13.9%	367,624	0.4%	Healthcare
MSI Motorola Solutions	$102,220,993	$5,659,979 â–¼	-5.2%	246,144	0.4%	Technology
TXN Texas Instruments	$102,166,453	$8,968,925 â–²	9.6%	342,760	0.4%	Technology
TD Toronto Dominion Bank	$101,122,079	$80,510,404 â–¼	-44.3%	831,989	0.4%	Finance
TMO Thermo Fisher Scientific	$100,553,142	$5,159,490 â–²	5.4%	200,561	0.4%	Healthcare
ADBE Adobe	$99,971,117	$11,127,857 â–¼	-10.0%	487,617	0.4%	Technology
MELI MercadoLibre	$99,188,531	$60,415,110 â–¼	-37.9%	58,436	0.4%	Consumer Discretionary
CVS CVS Health	$96,760,081	$6,538,756 â–²	7.2%	935,333	0.4%	Healthcare
QCOM Qualcomm	$95,959,524	$7,740,662 â–¼	-7.5%	519,290	0.4%	Technology
NFLX Netflix	$95,472,231	$21,635,471 â–²	29.3%	1,337,147	0.4%	Communication Services
NTAP NetApp	$94,816,993	$41,180,498 â–¼	-30.3%	612,672	0.4%	Technology
CDNS Cadence Design Systems	$93,276,331	$28,141,097 â–¼	-23.2%	248,525	0.4%	Technology
GE VERNOVA INC	$91,987,983	$10,477,398 â–²	12.9%	78,297	0.3%	COM
ADI Analog Devices	$88,883,455	$623,160 â–²	0.7%	223,792	0.3%	Technology
TRV Travelers Companies	$83,931,947	$4,044,957 â–¼	-4.6%	254,247	0.3%	Finance
HD Home Depot	$83,546,005	$3,737,702 â–²	4.7%	236,889	0.3%	Consumer Discretionary
ADSK Autodesk	$82,314,840	$2,445,996 â–¼	-2.9%	423,387	0.3%	Technology
BKNG Booking	$81,588,233	$77,929,860 â–²	2,130.2%	457,744	0.3%	Consumer Discretionary
TT Trane Technologies	$79,569,837	$23,947,474 â–²	43.1%	162,004	0.3%	Industrials
EQIX Equinix	$78,804,584	$4,983,660 â–²	6.8%	75,600	0.3%	Real Estate
WM Waste Management	$78,693,956	$27,531,897 â–²	53.8%	353,078	0.3%	Industrials
MS Morgan Stanley	$76,593,505	$9,776,800 â–²	14.6%	366,406	0.3%	Finance
IBM International Business Machines	$74,812,799	$956,676 â–²	1.3%	266,039	0.3%	Technology
NOW ServiceNow	$74,676,238	$26,557,764 â–²	55.2%	752,179	0.3%	Technology
MCK McKesson	$74,471,087	$38,830,235 â–¼	-34.3%	98,559	0.3%	Healthcare
FCX Freeport-McMoRan	$73,972,849	$26,607,666 â–²	56.2%	1,176,227	0.3%	Materials
GS The Goldman Sachs Group	$72,878,306	$2,755,983 â–¼	-3.6%	72,059	0.3%	Finance
PEP PepsiCo	$71,339,503	$10,724,891 â–²	17.7%	526,880	0.3%	Consumer Staples
GWW W.W. Grainger	$70,415,584	$17,317,872 â–²	32.6%	51,761	0.3%	Industrials
WFC Wells Fargo & Company	$70,122,908	$3,266,923 â–²	4.9%	848,535	0.3%	Finance
KEYS Keysight Technologies	$70,097,592	$2,550,957 â–¼	-3.5%	200,239	0.3%	Technology
COHR Coherent	$69,784,827	$57,947,978 â–²	489.6%	176,908	0.3%	Technology
KO CocaCola	$68,824,550	$2,094,084 â–²	3.1%	846,863	0.3%	Consumer Staples
UNP Union Pacific	$68,784,402	$7,913,291 â–¼	-10.3%	252,884	0.3%	Industrials
MET MetLife	$68,640,428	$14,762,983 â–²	27.4%	811,258	0.3%	Finance
VRTX Vertex Pharmaceuticals	$68,596,842	$1,417,666 â–¼	-2.0%	138,097	0.3%	Healthcare
ALL Allstate	$68,368,206	$827,555 â–²	1.2%	287,334	0.3%	Finance
RGA Reinsurance Group of America	$67,969,189	$16,954,765 â–¼	-20.0%	319,630	0.3%	Finance
LINDE PLC	$67,413,388	$16,504,360 â–²	32.4%	129,906	0.3%	SHS
STX Seagate Technology	$67,356,027	$11,306,904 â–²	20.2%	69,799	0.3%	Technology
TJX TJX Companies	$66,092,002	$13,713,169 â–²	26.2%	436,251	0.2%	Consumer Discretionary
UBS UBS Group	$64,671,634	$7,107,236 â–²	12.3%	1,302,198	0.2%	Finance
WDC Western Digital	$64,271,183	$3,281,742 â–²	5.4%	100,625	0.2%	Technology
RY Royal Bank Of Canada	$64,152,463	$19,852,718 â–²	44.8%	309,919	0.2%	Finance
INCY Incyte	$63,307,742	$9,941,773 â–¼	-13.6%	558,467	0.2%	Healthcare
HCA HCA Healthcare	$63,257,255	$1,026,969 â–²	1.7%	162,244	0.2%	Healthcare
TPR Tapestry	$61,657,239	$90,756 â–¼	-0.1%	421,214	0.2%	Consumer Discretionary
AMGN Amgen	$61,226,488	$4,199,865 â–¼	-6.4%	169,078	0.2%	Healthcare
CRWD CrowdStrike	$60,707,016	$11,083,081 â–²	22.3%	79,549	0.2%	Technology
USB U.S. Bancorp	$59,649,867	$10,315,651 â–²	20.9%	987,581	0.2%	Finance
HPE Hewlett Packard Enterprise	$59,491,901	$10,324,449 â–²	21.0%	1,318,820	0.2%	Technology
COF Capital One Financial	$59,347,742	$11,505,544 â–²	24.0%	295,822	0.2%	Finance
HLT Hilton Worldwide	$58,348,280	$9,356,306 â–²	19.1%	176,567	0.2%	Consumer Discretionary
TEVA Teva Pharmaceutical Industries	$57,448,462	$9,536,832 â–¼	-14.2%	1,695,648	0.2%	Healthcare
ORCL Oracle	$57,005,739	$984,376 â–²	1.8%	388,985	0.2%	Technology
SNOW Snowflake	$56,790,363	$37,362,865 â–²	192.3%	223,145	0.2%	Technology
ROK Rockwell Automation	$56,696,523	$27,932,395 â–¼	-33.0%	114,520	0.2%	Industrials
VZ Verizon Communications	$53,721,820	$23,202 â–²	0.0%	1,268,820	0.2%	Communication Services

Showing largest 100 holdings. View all holdings.

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

About Seb Asset Management Ab

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

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

About Seb Asset Management Ab

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofSeb Asset Management Ab

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools