Funds › SEB Asset Management AB
SEB Asset Management AB
13F for Q3 2026, filed Nov 4, 2026. 713 positions worth $27.0B.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
Latest report
Q3 2026
filed Nov 4, 2026
Reported value
$27.0B
+$439.5M (1.7%) vs Q2 2026
Positions
713
700 in Q2 2026
Top 10 share
37.4%
of reported value
CheckedEach line's price per share is checked against other managers' reports of the same stock. Unit mix-ups are corrected. Reports no fix can rescue are left out.
Clean
prices match other managers' reports
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Holdings, Q3 2026
Largest first. Common shares only; puts and calls are under All positions.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA Corporation | 8.87M | $2.0B | 7.5% | -3.3% | 13F ↗ |
| 2 | AAPL Apple Inc. | 5.27M | $1.8B | 6.5% | +5.6% | 13F ↗ |
| 3 | MSFT Microsoft Corporation | 2.86M | $1.5B | 5.4% | +3.9% | 13F ↗ |
| 4 | AZN AstraZeneca PLC | 6.83M | $1.1B | 4.1% | +19.1% | 13F ↗ |
| 5 | AMZN Amazon.com, Inc. | 3.13M | $780.3M | 2.9% | +1.4% | 13F ↗ |
| 6 | GOOGL Alphabet Inc. Class A | 1.88M | $647.6M | 2.4% | -4.3% | 13F ↗ |
| 7 | AVGO Broadcom Inc. | 1.83M | $644.0M | 2.4% | +3.9% | 13F ↗ |
| 8 | META Meta Platforms, Inc. | 816,396 | $592.0M | 2.2% | +14.4% | 13F ↗ |
| 9 | GOOG Alphabet Inc. Class C | 1.57M | $533.9M | 2.0% | -2.6% | 13F ↗ |
| 10 | MU Micron Technology, Inc. | 492,096 | $524.1M | 1.9% | +6.8% | 13F ↗ |
| 11 | LLY Eli Lilly and Company | 434,130 | $502.3M | 1.9% | +11.3% | 13F ↗ |
| 12 | AMD Advanced Micro Devices, Inc. | 614,019 | $375.6M | 1.4% | -4.1% | 13F ↗ |
| 13 | JPM JPMorgan Chase & Co. | 1.08M | $358.3M | 1.3% | +3.9% | 13F ↗ |
| 14 | JNJ Johnson & Johnson | 1.32M | $349.1M | 1.3% | +1.2% | 13F ↗ |
| 15 | TSLA Tesla, Inc. | 697,665 | $247.5M | 0.9% | +4.1% | 13F ↗ |
| 16 | MRK Merck & Company, Inc. | 1.57M | $227.8M | 0.8% | -5.3% | 13F ↗ |
| 17 | V Visa Inc. | 631,364 | $226.9M | 0.8% | +5.1% | 13F ↗ |
| 18 | MA Mastercard Incorporated | 386,604 | $213.2M | 0.8% | -13.2% | 13F ↗ |
| 19 | INTC Intel Corporation | 1.68M | $202.4M | 0.7% | +11.6% | 13F ↗ |
| 20 | LRCX Lam Research Corporation | 605,574 | $198.9M | 0.7% | +34.9% | 13F ↗ |
| 21 | CSCO Cisco Systems, Inc. | 1.80M | $194.1M | 0.7% | -10.9% | 13F ↗ |
| 22 | BAC Bank of America Corporation | 3.50M | $190.4M | 0.7% | +41.1% | 13F ↗ |
| 23 | AMAT Applied Materials, Inc. | 367,321 | $187.8M | 0.7% | -18.7% | 13F ↗ |
| 24 | ABBV AbbVie Inc. | 705,075 | $184.4M | 0.7% | -15.9% | 13F ↗ |
| 25 | C Citigroup, Inc. | 1.28M | $165.7M | 0.6% | -21.0% | 13F ↗ |
| 26 | WMT Walmart Inc. | 1.39M | $144.6M | 0.5% | +6.0% | 13F ↗ |
| 27 | TMO Thermo Fisher Scientific Inc | 208,906 | $141.0M | 0.5% | +4.2% | 13F ↗ |
| 28 | BMY Bristol-Myers Squibb Company | 2.25M | $140.1M | 0.5% | -21.8% | 13F ↗ |
| 29 | GILD Gilead Sciences, Inc. | 920,811 | $137.2M | 0.5% | +10.1% | 13F ↗ |
| 30 | UNH UnitedHealth Group Incorporated | 373,695 | $137.2M | 0.5% | +9.6% | 13F ↗ |
| 31 | MRVL Marvell Technology, Inc. | 513,987 | $135.8M | 0.5% | +19.8% | 13F ↗ |
| 32 | ANET Arista Networks, Inc. | 657,648 | $133.9M | 0.5% | -5.6% | 13F ↗ |
| 33 | PANW Palo Alto Networks, Inc. | 297,384 | $118.2M | 0.4% | -27.4% | 13F ↗ |
| 34 | ADBE Adobe Inc. | 466,957 | $112.0M | 0.4% | -4.2% | 13F ↗ |
| 35 | GM General Motors Company | 1.45M | $111.8M | 0.4% | -26.1% | 13F ↗ |
| 36 | CB Chubb Limited | 328,188 | $106.7M | 0.4% | +1.9% | 13F ↗ |
| 37 | TXN Texas Instruments Incorporated | 373,773 | $104.7M | 0.4% | +9.0% | 13F ↗ |
| 38 | CAT Caterpillar, Inc. | 127,873 | $103.7M | 0.4% | Unchanged | 13F ↗ |
| 39 | EW Edwards Lifesciences Corporation | 1.19M | $102.4M | 0.4% | +0.3% | 13F ↗ |
| 40 | NOW ServiceNow, Inc. | 761,478 | $102.0M | 0.4% | +1.2% | 13F ↗ |
| 41 | GEV GE Vernova Inc. | 105,561 | $100.3M | 0.4% | +34.8% | 13F ↗ |
| 42 | KLAC KLA Corporation | 504,903 | $98.4M | 0.4% | -22.3% | 13F ↗ |
| 43 | CRWD CrowdStrike Holdings, Inc. | 371,563 | $98.4M | 0.4% | +16.8% | 13F ↗ |
| 44 | MSI Motorola Solutions, Inc. | 220,317 | $98.3M | 0.4% | -10.5% | 13F ↗ |
| 45 | PG Procter & Gamble Company | 674,105 | $97.9M | 0.4% | -9.7% | 13F ↗ |
| 46 | NTAP NetApp, Inc. | 462,469 | $97.2M | 0.4% | -24.5% | 13F ↗ |
| 47 | CL Colgate-Palmolive Company | 1.14M | $97.2M | 0.4% | -12.5% | 13F ↗ |
| 48 | CDNS Cadence Design Systems, Inc. | 292,783 | $96.7M | 0.4% | +17.8% | 13F ↗ |
| 49 | SYK Stryker Corporation | 350,365 | $96.5M | 0.4% | -12.0% | 13F ↗ |
| 50 | CVS CVS Health Corporation | 1.08M | $92.9M | 0.3% | +16.0% | 13F ↗ |
Showing the top 50 of 713 positions. Premium lists every position, plus puts and calls.
Changes since Q2 2026
53 new, 329 added to, 271 trimmed, 40 exited, 60 unchanged. By estimated dollars.
New positions (53)
| TEVA Teva Pharmaceutical Industries Limited | 1.67M | New | $66.1M |
| SKHY SK hynix Inc. · American Deposit | 100,458 | New | $18.5M |
| SYRE Spyre Therapeutics, Inc. | 89,950 | New | $8.0M |
| NMRK Newmark Group, Inc. | 481,736 | New | $5.9M |
| CPNG Coupang, Inc. · Common Stocks | 213,560 | New | $3.0M |
| LIVN LivaNova PLC | 37,796 | New | $2.9M |
| NVT nVent Electric plc | 15,755 | New | $2.5M |
| MRCY Mercury Systems Inc | 23,483 | New | $1.9M |
| CRS Carpenter Technology Corporation | 3,521 | New | $1.4M |
| ROIV Roivant Sciences Ltd. | 37,262 | New | $1.4M |
Added to (329)
| AZN AstraZeneca PLC | 6.83M | +19.1% | $179.3M |
| AAPL Apple Inc. | 5.27M | +5.6% | $93.4M |
| META Meta Platforms, Inc. | 816,396 | +14.4% | $74.4M |
| SNDK Sandisk Corporation | 51,030 | +186% | $57.7M |
| MSFT Microsoft Corporation | 2.86M | +3.9% | $55.6M |
| BAC Bank of America Corporation | 3.50M | +41.1% | $55.4M |
| LRCX Lam Research Corporation | 605,574 | +34.9% | $51.5M |
| LLY Eli Lilly and Company | 434,130 | +11.3% | $50.8M |
| LYV Live Nation Entertainment, Inc. | 442,677 | +149% | $44.8M |
| MU Micron Technology, Inc. | 492,096 | +6.8% | $33.4M |
Trimmed (271)
| NVDA NVIDIA Corporation | 8.87M | -3.3% | -$69.1M |
| PANW Palo Alto Networks, Inc. | 297,384 | -27.4% | -$44.5M |
| C Citigroup, Inc. | 1.28M | -21.0% | -$44.1M |
| AMAT Applied Materials, Inc. | 367,321 | -18.7% | -$43.2M |
| GM General Motors Company | 1.45M | -26.1% | -$39.4M |
| BMY Bristol-Myers Squibb Company | 2.25M | -21.8% | -$39.1M |
| VEEV Veeva Systems Inc. | 47,246 | -72.8% | -$36.1M |
| FCX Freeport-McMoRan, Inc. | 673,692 | -42.7% | -$35.2M |
| COR Cencora, Inc. | 251,408 | -31.6% | -$34.9M |
| ABBV AbbVie Inc. | 705,075 | -15.9% | -$34.9M |
Exited (40)
| Teva Pharmaceutical Industries Ltd ADR | 1.70M | Exited | -$57.4M |
| SITE SiteOne Landscape Supply, Inc. | 170,000 | Exited | -$19.4M |
| HONA Honeywell Aerospace Inc. | 79,761 | Exited | -$17.6M |
| Avalonbay Communities Inc Reit | 56,884 | Exited | -$10.7M |
| Electronic Arts Inc | 51,612 | Exited | -$10.6M |
| IONS Ionis Pharmaceuticals, Inc. | 114,334 | Exited | -$9.1M |
| Crinetics Pharmaceuticals In | 213,891 | Exited | -$8.0M |
| DRI Darden Restaurants, Inc. | 23,098 | Exited | -$4.8M |
| RPM RPM International Inc. | 27,732 | Exited | -$3.1M |
| KR Kroger Company | 52,315 | Exited | -$2.9M |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
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Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer