Q2 2026 13F · SEC CIK 2127509

SEB Asset Management AB

Asset managerFiled 2026-08-04 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $26.6B
Reported positions: 700
Holdings vs S&P 500, 3 yrs: —
Average holding period: 2 qtrs

SEB Asset Management AB is an asset manager that reported 700 positions worth $26.6B in its Q2 2026 13F, filed 2026-08-04. Its largest holdings were Nvidia Corporation (NVDA, 6.9%), Apple Inc (AAPL, 5.4%), Astrazeneca PLC (AZN, 4.1%).

SEB Asset Management AB holdings largest 50 of 700 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

SEB Asset Management AB 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
NVDANvidia Corporation	6.9%	7.2%	9,176,983	-5.5%	$1.8B
AAPLApple Inc	5.4%	5.4%	4,994,409	+0.2%	$1.4B
AZNAstrazeneca PLC	4.1%	4.9%	5,736,648	-3.7%	$1.1B
MSFTMicrosoft Corp	3.9%	4.3%	2,755,692	+1.6%	$1.0B
AMZNAmazon Com Inc	2.8%	2.7%	3,089,490	+1.9%	$736.3M
GOOGLAlphabet Inc	2.6%	2.4%	1,966,062	-0.7%	$702.6M
AVGOBroadcom Inc	2.5%	2.5%	1,765,025	-7.6%	$666.7M
GOOGAlphabet Inc	2.1%	1.8%	1,608,825	+6.8%	$568.4M
MUMicron Technology Inc	2.0%	0.5%	460,698	+28.2%	$531.8M
LLYEli Lilly & Co	1.8%	1.5%	390,198	+0.8%	$468.0M
METAMeta Platforms Inc	1.5%	1.7%	713,825	+0.8%	$402.1M
AMDAdvanced Micro Devices Inc	1.4%	—	640,029	—	$371.8M
JPMJpmorgan Chase & Co	1.3%	1.5%	1,042,896	-13.9%	$341.4M
JNJJohnson & Johnson	1.2%	1.3%	1,303,456	+1.3%	$331.0M
AMATApplied Matls Inc	1.2%	0.7%	451,702	-11.8%	$326.6M
TSLATesla Inc	1.1%	1.0%	670,003	+7.3%	$281.8M
CSCOCisco Sys Inc	0.9%	0.4%	2,024,332	+58.5%	$237.8M
MAMastercard Incorporated	0.9%	1.3%	445,197	-24.2%	$228.7M
CCitigroup Inc	0.9%	1.1%	1,619,914	-27.4%	$226.7M
MRKMerck & Co Inc	0.8%	0.8%	1,656,056	+0.8%	$212.8M
ABBVAbbvie Inc	0.8%	0.9%	838,323	-11.4%	$211.0M
INTCIntel Corp	0.8%	—	1,508,396	—	$210.6M
VVisa Inc	0.8%	0.8%	600,994	+0.2%	$206.2M
KLACKla Corp	0.7%	0.5%	650,040	+726.6%	$196.1M
LRCXLam Research Corp	0.7%	0.4%	448,909	+1.1%	$194.5M
BMYBristol-Myers Squibb Co	0.6%	0.9%	2,872,632	-19.9%	$165.5M
GMGeneral Mtrs Co	0.6%	0.7%	1,962,978	-14.9%	$151.3M
WMTWalmart Inc	0.6%	0.8%	1,311,902	-9.2%	$148.6M
UNHUnitedhealth Group Inc	0.5%	—	341,002	—	$141.7M
BACBank of Amer Corp	0.5%	0.4%	2,480,253	+26.3%	$141.3M
PANWPalo Alto Networks Inc	0.5%	0.4%	409,347	-26.6%	$139.6M
CATCaterpillar Inc	0.5%	—	127,876	—	$136.2M
MRVLMarvell Technology Inc	0.5%	—	428,986	—	$127.8M
SYKStryker Corporation	0.5%	0.4%	398,062	+51.1%	$125.3M
CLColgate Palmolive Co	0.4%	0.4%	1,301,211	+21.7%	$119.3M
ANETArista Networks Inc	0.4%	0.4%	696,307	-8.3%	$118.3M
TFCTruist Finl Corp	0.4%	0.5%	2,222,696	-17.7%	$110.7M
CBChubb Limited	0.4%	0.7%	322,059	-38.1%	$109.7M
PGProcter & Gamble Co	0.4%	0.5%	746,784	-15.5%	$109.5M
EWEdwards Lifesciences Corp	0.4%	0.5%	1,182,636	-13.7%	$107.0M
GILDGilead Sciences Inc	0.4%	0.7%	836,260	-32.2%	$105.7M
VRTVertiv Holdings Co	0.4%	—	313,586	—	$105.0M
CORCencora Inc	0.4%	0.6%	367,624	-13.9%	$104.0M
MSIMotorola Solutions Inc	0.4%	0.5%	246,144	-5.2%	$102.2M
TXNTexas Instrs Inc	0.4%	—	342,760	—	$102.2M
TDToronto Dominion Bk Ont	0.4%	0.6%	831,989	-44.3%	$101.1M
TMOThermo Fisher Scientific Inc	0.4%	0.4%	200,561	+5.4%	$100.6M
ADBEAdobe Inc	0.4%	0.6%	487,617	-10.0%	$100.0M
MELIMercadolibre Inc	0.4%	0.7%	58,436	-37.9%	$99.2M
CVSCvs Health Corp	0.4%	—	935,333	—	$96.8M

What SEB Asset Management AB bought and sold in Q2 2026, against Q1 2026.

New positions

Q1 2026's filing was too long to tell new positions apart.

Added to

KLAC Kla Corp+726.6% shares
CSCO Cisco Sys Inc+58.5% shares
SYK Stryker Corporation+51.1% shares
MU Micron Technology Inc+28.2% shares
BAC Bank of Amer Corp+26.3% shares
CL Colgate Palmolive Co+21.7% shares
TSLA Tesla Inc+7.3% shares
GOOG Alphabet Inc+6.8% shares

Reduced

TD Toronto Dominion Bk Ont-44.3% shares
CB Chubb Limited-38.1% shares
MELI Mercadolibre Inc-37.9% shares
GILD Gilead Sciences Inc-32.2% shares
C Citigroup Inc-27.4% shares
PANW Palo Alto Networks Inc-26.6% shares
MA Mastercard Incorporated-24.2% shares
BMY Bristol-Myers Squibb Co-19.9% shares

Left the top 50

Share counts compared with the Q1 2026 13F; a split also changes share counts. The latest filing lists more than 50 positions, so a position that left the top 50 may still be held.

How the holdings did against the S&P 500.

1 year: —
3 years: —
5 years: —

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$26.6B	700
Q1 2026	$23.4B	680

Questions about SEB Asset Management AB's portfolio

What stocks does SEB Asset Management AB own?

SEB Asset Management AB's latest 13F, for Q2 2026 and filed Aug 4, 2026, lists 700 positions worth $26.6B. The largest are Nvidia Corporation (NVDA) at 6.9%, Apple Inc (AAPL) at 5.4%, Astrazeneca PLC (AZN) at 4.1%, Microsoft Corp (MSFT) at 3.9% and Amazon Com Inc (AMZN) at 2.8%.

What did SEB Asset Management AB buy last quarter?

In Q2 2026, SEB Asset Management AB added Kla Corp (KLAC) (+726.6% shares), Cisco Sys Inc (CSCO) (+58.5% shares) and Stryker Corporation (SYK) (+51.1% shares), compared with its Q1 2026 filing.

What did SEB Asset Management AB sell last quarter?

In Q2 2026, SEB Asset Management AB cut from its top 50 Boston Scientific Corp (BSX), cut from its top 50 Mckesson Corp (MCK), cut from its top 50 Autodesk Inc (ADSK), cut from its top 50 Netflix Inc. (NFLX), cut from its top 50 Netapp Inc (NTAP), Toronto Dominion Bk Ont (TD) (-44.3% shares), Chubb Limited (CB) (-38.1% shares) and Mercadolibre Inc (MELI) (-37.9% shares), compared with its Q1 2026 filing.

When is SEB Asset Management AB's next 13F filing due?

13F filings are due 45 days after each quarter ends. SEB Asset Management AB's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.