SEB Asset Management AB 13F Holdings
SEB Asset Management AB's holdings from its Form 13F-HR filing for the quarter ended June 30, 2026, compared with the previous quarter (March 31, 2026). 13F filings list the long U.S. equity positions held by institutional investment managers with over $100 million under management.
Quarter
Q2 2026
Reported 13F value
$26.6B
Largest holding
Nvidia Corporation
Biggest Buys (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| ADVANCED MICRO DEVICES INC | +284,400 sh | $111.6M | 1.40% |
| MICRON TECHNOLOGY INC | +101,300 sh | $75.6M | 2.00% |
| CISCO SYS INC | +746,900 sh | $72.8M | 0.90% |
| VERTIV HOLDINGS CO (COM CL A) | +182,200 sh | $53.3M | 0.40% |
| INTEL CORP | +546,500 sh | $50.2M | 0.79% |
| COHERENT CORP | +146,900 sh | $46.5M | 0.26% |
| MARVELL TECHNOLOGY INC | +225,800 sh | $44.8M | 0.48% |
| STRYKER CORPORATION | +134,700 sh | $43.3M | 0.47% |
| ALPHABET INC (CAP STK CL C) | +101,800 sh | $32.6M | 2.14% |
| SNOWFLAKE INC (COM SHS) | +146,800 sh | $29.8M | 0.21% |
Biggest Sells (Q2 2026)
| Security | Change | Value of change | % of portfolio |
|---|---|---|---|
| NVIDIA CORPORATION | -529,500 sh | -$99.1M | 6.91% |
| CITIGROUP INC (COM NEW) | -610,700 sh | -$77.4M | 0.85% |
| MASTERCARD INCORPORATED (CL A) | -142,300 sh | -$72.1M | 0.86% |
| TORONTO DOMINION BK ONT (COM NEW) | -662,400 sh | -$71.1M | 0.38% |
| CHUBB LIMITED | -197,800 sh | -$66.0M | 0.41% |
| MERCADOLIBRE INC | -35,600 sh | -$61.0M | 0.37% |
| XYLEM INC | -475,000 sh | -$56.5M | 0.04% |
| GILEAD SCIENCES INC | -396,700 sh | -$52.7M | 0.40% |
| JPMORGAN CHASE & CO | -167,900 sh | -$52.2M | 1.29% |
| BROADCOM INC | -146,100 sh | -$50.2M | 2.51% |
Top 50 Holdings
| Security | Value | % of portfolio | Change in shares |
|---|---|---|---|
| NVIDIA CORPORATION | $1.8B | 6.91% | -5.46% |
| APPLE INC | $1.4B | 5.44% | +0.16% |
| ASTRAZENECA PLC | $1.1B | 4.06% | -3.66% |
| MICROSOFT CORP | $1.0B | 3.87% | +1.59% |
| AMAZON COM INC | $736.3M | 2.77% | +1.88% |
| ALPHABET INC (CAP STK CL A) | $702.6M | 2.65% | -0.75% |
| BROADCOM INC | $666.7M | 2.51% | -7.64% |
| ALPHABET INC (CAP STK CL C) | $568.4M | 2.14% | +6.75% |
| MICRON TECHNOLOGY INC | $531.8M | 2.00% | +28.18% |
| ELI LILLY & CO | $468.0M | 1.76% | +0.76% |
| META PLATFORMS INC (CL A) | $402.1M | 1.51% | +0.83% |
| ADVANCED MICRO DEVICES INC | $371.8M | 1.40% | +80.01% |
| JPMORGAN CHASE & CO | $341.4M | 1.29% | -13.87% |
| JOHNSON & JOHNSON | $331.0M | 1.25% | +1.32% |
| APPLIED MATLS INC | $326.6M | 1.23% | -11.80% |
| TESLA INC | $281.8M | 1.06% | +7.29% |
| CISCO SYS INC | $237.8M | 0.90% | +58.47% |
| MASTERCARD INCORPORATED (CL A) | $228.7M | 0.86% | -24.23% |
| CITIGROUP INC (COM NEW) | $226.7M | 0.85% | -27.38% |
| MERCK & CO INC | $212.8M | 0.80% | +0.84% |
| ABBVIE INC | $211.0M | 0.79% | -11.41% |
| INTEL CORP | $210.6M | 0.79% | +56.81% |
| VISA INC (COM CL A) | $206.2M | 0.78% | +0.23% |
| KLA CORP (COM NEW) | $196.1M | 0.74% | -16.93% |
| LAM RESEARCH CORP (COM NEW) | $194.5M | 0.73% | +1.13% |
| BRISTOL-MYERS SQUIBB CO | $165.5M | 0.62% | -19.90% |
| GENERAL MTRS CO | $151.3M | 0.57% | -14.92% |
| WALMART INC | $148.6M | 0.56% | -9.19% |
| UNITEDHEALTH GROUP INC | $141.7M | 0.53% | +14.14% |
| BANK OF AMER CORP | $141.3M | 0.53% | +26.31% |
| PALO ALTO NETWORKS INC | $139.6M | 0.53% | -26.60% |
| CATERPILLAR INC | $136.2M | 0.51% | +5.07% |
| MARVELL TECHNOLOGY INC | $127.8M | 0.48% | +111.11% |
| STRYKER CORPORATION | $125.3M | 0.47% | +51.14% |
| COLGATE PALMOLIVE CO | $119.3M | 0.45% | +21.67% |
| ARISTA NETWORKS INC (COM SHS) | $118.3M | 0.45% | -8.29% |
| TRUIST FINL CORP | $110.7M | 0.42% | -17.69% |
| CHUBB LIMITED | $109.7M | 0.41% | -38.06% |
| PROCTER & GAMBLE CO | $109.5M | 0.41% | -15.51% |
| EDWARDS LIFESCIENCES CORP | $107.0M | 0.40% | -13.69% |
| GILEAD SCIENCES INC | $105.7M | 0.40% | -32.18% |
| VERTIV HOLDINGS CO (COM CL A) | $105.0M | 0.40% | +138.72% |
| CENCORA INC | $104.0M | 0.39% | -13.91% |
| MOTOROLA SOLUTIONS INC (COM NEW) | $102.2M | 0.38% | -5.25% |
| TEXAS INSTRS INC | $102.2M | 0.38% | +9.62% |
| TORONTO DOMINION BK ONT (COM NEW) | $101.1M | 0.38% | -44.33% |
| THERMO FISHER SCIENTIFIC INC | $100.6M | 0.38% | +5.41% |
| ADOBE INC | $100.0M | 0.38% | -10.02% |
| MERCADOLIBRE INC | $99.2M | 0.37% | -37.85% |
| CVS HEALTH CORP | $96.8M | 0.36% | +7.25% |
Values are as reported in the filing, adjusted for stock splits. Ranked by market value; options and other non-equity positions may be included where the filing lists them.
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