SEB Asset Management AB

STOCKHOLM, V7 · CIK 2127509 · 13F filing filed 2026-08-04

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entitySEB Asset Management AB (SE)
Part of Skandinaviska Enskilda Banken AB (SE)

Other 13F filers in this group: SEB Investment Management AB last filed Q2 2025

Others nearbyStockholm, Feltham
FamilySkandinaviska Enskilda Banken AB · 2 related pages

As an employer

In the UK

FCA-authorised companies1
Retail clientsyes

Company	Town	Staff	Pay gap report	FCA register
SUECIA RE & MARINE INSURANCE COMPANY LIMITED Private Limited CompanyFCA: Authorised · deals	London			Authoriseddeals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

$26.6bn reported value +13.5% vs Q1 2026

700positions

34.1%in top 10

62 new 361 added 254 reduced 42 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	NVIDIA CORPORATION COM NVDA	NVDA	9,176,983	$1.8bn6.91%	6.91%	Reduced -529.5k	-529,483 -5.5%
2	APPLE INC COM AAPL	AAPL	4,994,409	$1.4bn5.44%	5.44%	Added +8.0k	+8,011 0.2%
3	ASTRAZENECA PLC ORD AZN	AZN	5,736,648	$1.1bn4.06%	4.06%	Reduced -217.8k	-217,769 -3.7%
4	MICROSOFT CORP COM MSFT	MSFT	2,755,692	$1.0bn3.87%	3.87%	Added +43.0k	+43,023 1.6%
5	AMAZON COM INC COM AMZN	AMZN	3,089,490	$736.3m2.77%	2.77%	Added +57.1k	+57,148 1.9%
6	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,966,062	$702.6m2.65%	2.65%	Reduced -14.8k	-14,833 -0.8%
7	BROADCOM INC COM AVGO	AVGO	1,765,025	$666.7m2.51%	2.51%	Reduced -146.1k	-146,106 -7.7%
8	ALPHABET INC CAP STK CL C GOOG	GOOG	1,608,825	$568.4m2.14%	2.14%	Added +101.8k	+101,786 6.8%
9	MICRON TECHNOLOGY INC COM MU	MU	460,698	$531.8m2.00%	2.00%	Added +101.3k	+101,292 28.2%
10	ELI LILLY & CO COM LLY	LLY	390,198	$468.0m1.76%	1.76%	Added +2.9k	+2,926 0.8%
11	META PLATFORMS INC CL A META	META	713,825	$402.1m1.51%	1.51%	Added +5.9k	+5,865 0.8%
12	ADVANCED MICRO DEVICES INC COM AMD	AMD	640,029	$371.8m1.40%	1.40%	Added +284.5k	+284,478 80.0%
13	JPMORGAN CHASE & CO COM JPM	JPM	1,042,896	$341.4m1.29%	1.29%	Reduced -167.9k	-167,930 -13.9%
14	JOHNSON & JOHNSON COM JNJ	JNJ	1,303,456	$331.0m1.25%	1.25%	Added +17.0k	+16,972 1.3%
15	APPLIED MATLS INC COM AMAT	AMAT	451,702	$326.6m1.23%	1.23%	Reduced -60.4k	-60,417 -11.8%
16	TESLA INC COM TSLA	TSLA	670,003	$281.8m1.06%	1.06%	Added +45.5k	+45,498 7.3%
17	CISCO SYS INC COM CSCO	CSCO	2,024,332	$237.8m0.90%	0.90%	Added +746.9k	+746,946 58.5%
18	MASTERCARD INCORPORATED CL A MA	MA	445,197	$228.7m0.86%	0.86%	Reduced -142.4k	-142,351 -24.2%
19	CITIGROUP INC COM NEW C	C	1,619,914	$226.7m0.85%	0.85%	Reduced -610.7k	-610,683 -27.4%
20	MERCK & CO INC COM MRK	MRK	1,656,056	$212.8m0.80%	0.80%	Added +13.8k	+13,771 0.8%
21	ABBVIE INC COM ABBV	ABBV	838,323	$211.0m0.79%	0.79%	Reduced -108.0k	-108,003 -11.4%
22	INTEL CORP COM INTC	INTC	1,508,396	$210.6m0.79%	0.79%	Added +546.5k	+546,456 56.8%
23	VISA INC COM CL A V	V	600,994	$206.2m0.78%	0.78%	Added +1.4k	+1,383 0.2%
24	KLA CORP COM NEW KLAC	KLAC	650,040	$196.1m0.74%	0.74%	Reduced -136.3k	-136,340 -17.3%
25	LAM RESEARCH CORP COM NEW LRCX	LRCX	448,909	$194.5m0.73%	0.73%	Added +5.0k	+4,996 1.1%
26	BRISTOL-MYERS SQUIBB CO COM BMY	BMY	2,872,632	$165.5m0.62%	0.62%	Reduced -713.7k	-713,733 -19.9%
27	GENERAL MTRS CO COM GM	GM	1,962,978	$151.3m0.57%	0.57%	Reduced -344.3k	-344,299 -14.9%
28	WALMART INC COM WMT	WMT	1,311,902	$148.6m0.56%	0.56%	Reduced -132.7k	-132,712 -9.2%
29	UNITEDHEALTH GROUP INC COM UNH	UNH	341,002	$141.7m0.53%	0.53%	Added +42.2k	+42,241 14.1%
30	BANK AMERICA CORP COM BAC	BAC	2,480,253	$141.3m0.53%	0.53%	Added +516.6k	+516,592 26.3%
31	PALO ALTO NETWORKS INC COM PANW	PANW	409,347	$139.6m0.53%	0.53%	Reduced -148.4k	-148,357 -26.6%
32	CATERPILLAR INC COM CAT	CAT	127,876	$136.2m0.51%	0.51%	Added +6.2k	+6,169 5.1%
33	MARVELL TECHNOLOGY INC COM MRVL	MRVL	428,986	$127.8m0.48%	0.48%	Added +225.8k	+225,783 111.1%
34	STRYKER CORPORATION COM SYK	SYK	398,062	$125.3m0.47%	0.47%	Added +134.7k	+134,696 51.1%
35	COLGATE PALMOLIVE CO COM CL	CL	1,301,211	$119.3m0.45%	0.45%	Added +231.8k	+231,758 21.7%
36	ARISTA NETWORKS INC COM SHS ANET	ANET	696,307	$118.3m0.45%	0.45%	Reduced -63.0k	-62,969 -8.3%
37	TRUIST FINL CORP COM TFC	TFC	2,222,696	$110.7m0.42%	0.42%	Reduced -477.9k	-477,860 -17.7%
38	CHUBB LIMITED COM CB	CB	322,059	$109.7m0.41%	0.41%	Reduced -197.9k	-197,880 -38.1%
39	PROCTER AND GAMBLE CO COM PG	PG	746,784	$109.5m0.41%	0.41%	Reduced -137.1k	-137,070 -15.5%
40	EDWARDS LIFESCIENCES CORP COM EW	EW	1,182,636	$107.0m0.40%	0.40%	Reduced -187.6k	-187,566 -13.7%
41	GILEAD SCIENCES INC COM GILD	GILD	836,260	$105.7m0.40%	0.40%	Reduced -396.7k	-396,740 -32.2%
42	VERTIV HOLDINGS CO COM CL A VRT	VRT	313,586	$105.0m0.40%	0.40%	Added +182.2k	+182,224 138.7%
43	CENCORA INC COM COR	COR	367,624	$104.0m0.39%	0.39%	Reduced -59.4k	-59,380 -13.9%
44	MOTOROLA SOLUTIONS INC COM NEW MSI	MSI	246,144	$102.2m0.38%	0.38%	Reduced -13.6k	-13,629 -5.2%
45	TEXAS INSTRS INC COM TXN	TXN	342,760	$102.2m0.38%	0.38%	Added +30.1k	+30,090 9.6%
46	TORONTO DOMINION BK ONT COM NEW TD	TD	831,989	$101.1m0.38%	0.38%	Reduced -662.4k	-662,405 -44.3%
47	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	200,561	$100.6m0.38%	0.38%	Added +10.3k	+10,291 5.4%
48	ADOBE INC COM ADBE	ADBE	487,617	$100.0m0.38%	0.38%	Reduced -54.3k	-54,277 -10.0%
49	MERCADOLIBRE INC COM MELI	MELI	58,436	$99.2m0.37%	0.37%	Reduced -35.6k	-35,593 -37.9%
50	CVS HEALTH CORP COM CVS	CVS	935,333	$96.8m0.36%	0.36%	Added +63.2k	+63,207 7.2%
51	QUALCOMM INC COM QCOM	QCOM	519,290	$96.0m0.36%	0.36%	Reduced -41.9k	-41,889 -7.5%
52	NETFLIX INC COM NFLX	NFLX	1,337,147	$95.5m0.36%	0.36%	Added +303.0k	+303,018 29.3%
53	NETAPP INC COM NTAP	NTAP	612,672	$94.8m0.36%	0.36%	Reduced -266.1k	-266,093 -30.3%
54	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	248,525	$93.3m0.35%	0.35%	Reduced -75.0k	-74,979 -23.2%
55	GE VERNOVA INC COM GEV	GEV	78,297	$92.0m0.35%	0.35%	Added +8.9k	+8,918 12.8%
56	ANALOG DEVICES INC COM ADI	ADI	223,792	$88.9m0.33%	0.33%	Added +1.6k	+1,569 0.7%
57	TRAVELERS COMPANIES INC COM TRV	TRV	254,247	$83.9m0.32%	0.32%	Reduced -12.3k	-12,253 -4.6%
58	HOME DEPOT INC COM HD	HD	236,889	$83.5m0.31%	0.31%	Added +10.6k	+10,598 4.7%
59	AUTODESK INC COM ADSK	ADSK	423,387	$82.3m0.31%	0.31%	Reduced -12.6k	-12,581 -2.9%
60	BOOKING HOLDINGS INC COM BKNG	BKNG	457,744	$81.6m0.31%	0.31%	Reduced -55.4k	-55,381 -10.8%
61	TRANE TECHNOLOGIES PLC SHS TT	TT	162,004	$79.6m0.30%	0.30%	Added +48.8k	+48,757 43.0%
62	EQUINIX INC COM EQIX	EQIX	75,600	$78.8m0.30%	0.30%	Added +4.8k	+4,781 6.8%
63	WASTE MGMT INC DEL COM WM	WM	353,078	$78.7m0.30%	0.30%	Added +123.5k	+123,528 53.8%
64	MORGAN STANLEY COM NEW MS	MS	366,406	$76.6m0.29%	0.29%	Added +46.8k	+46,770 14.6%
65	INTERNATIONAL BUSINESS MACHS COM IBM	IBM	266,039	$74.8m0.28%	0.28%	Added +3.4k	+3,402 1.3%
66	SERVICENOW INC COM NOW	NOW	752,179	$74.7m0.28%	0.28%	Added +267.5k	+267,504 55.2%
67	MCKESSON CORP COM MCK	MCK	98,559	$74.5m0.28%	0.28%	Reduced -51.4k	-51,390 -34.3%
68	FREEPORT-MCMORAN INC CL B FCX	FCX	1,176,227	$74.0m0.28%	0.28%	Added +423.1k	+423,083 56.2%
69	GOLDMAN SACHS GROUP INC COM GS	GS	72,059	$72.9m0.27%	0.27%	Reduced -2.7k	-2,725 -3.6%
70	PEPSICO INC COM PEP	PEP	526,880	$71.3m0.27%	0.27%	Added +79.2k	+79,209 17.7%
71	GRAINGER W W INC COM GWW	GWW	51,761	$70.4m0.27%	0.27%	Added +12.7k	+12,730 32.6%
72	WELLS FARGO CO NEW COM WFC	WFC	848,535	$70.1m0.26%	0.26%	Added +39.5k	+39,532 4.9%
73	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	200,239	$70.1m0.26%	0.26%	Reduced -7.3k	-7,287 -3.5%
74	COHERENT CORP COM COHR	COHR	176,908	$69.8m0.26%	0.26%	Added +146.9k	+146,901 489.6%
75	COCA COLA CO COM KO	KO	846,863	$68.8m0.26%	0.26%	Added +25.8k	+25,767 3.1%
76	UNION PAC CORP COM UNP	UNP	252,884	$68.8m0.26%	0.26%	Reduced -29.1k	-29,093 -10.3%
77	METLIFE INC COM MET	MET	811,258	$68.6m0.26%	0.26%	Added +174.5k	+174,483 27.4%
78	VERTEX PHARMACEUTICALS INC COM VRTX	VRTX	138,097	$68.6m0.26%	0.26%	Reduced -2.9k	-2,854 -2.0%
79	ALLSTATE CORP COM ALL	ALL	287,334	$68.4m0.26%	0.26%	Added +3.5k	+3,478 1.2%
80	REINSURANCE GRP OF AMERICA I COM NEW RGA	RGA	319,630	$68.0m0.26%	0.26%	Reduced -79.7k	-79,731 -20.0%
81	LINDE PLC SHS LIN	LIN	129,906	$67.4m0.25%	0.25%	Added +31.8k	+31,804 32.4%
82	SEAGATE TECHNOLOGY HLDNGS PL ORD SHS STX	STX	69,799	$67.4m0.25%	0.25%	Added +11.7k	+11,717 20.2%
83	TJX COS INC NEW COM TJX	TJX	436,251	$66.1m0.25%	0.25%	Added +90.5k	+90,516 26.2%
84	UBS GROUP AG SHS UBS	UBS	1,302,198	$64.7m0.24%	0.24%	Added +143.1k	+143,108 12.3%
85	WESTERN DIGITAL CORP COM WDC	WDC	100,625	$64.3m0.24%	0.24%	Added +5.1k	+5,138 5.4%
86	ROYAL BK CDA COM RY	RY	309,919	$64.2m0.24%	0.24%	Added +95.9k	+95,908 44.8%
87	INCYTE CORP COM INCY	INCY	558,467	$63.3m0.24%	0.24%	Reduced -87.7k	-87,701 -13.6%
88	HCA HEALTHCARE INC COM HCA	HCA	162,244	$63.3m0.24%	0.24%	Added +2.6k	+2,634 1.6%
89	TAPESTRY INC COM TPR	TPR	421,214	$61.7m0.23%	0.23%	Reduced -620	-620 -0.1%
90	AMGEN INC COM AMGN	AMGN	169,078	$61.2m0.23%	0.23%	Reduced -11.6k	-11,598 -6.4%
91	CROWDSTRIKE HLDGS INC CL A CRWD	CRWD	79,549	$60.7m0.23%	0.23%	Added +14.5k	+14,523 22.3%
92	US BANCORP DEL COM NEW USB	USB	987,581	$59.6m0.22%	0.22%	Added +170.8k	+170,789 20.9%
93	HEWLETT PACKARD ENTERPRISE C COM HPE	HPE	1,318,820	$59.5m0.22%	0.22%	Added +228.9k	+228,873 21.0%
94	CAPITAL ONE FINL CORP COM COF	COF	295,822	$59.3m0.22%	0.22%	Added +57.4k	+57,350 24.1%
95	HILTON WORLDWIDE HLDGS INC COM HLT	HLT	176,567	$58.3m0.22%	0.22%	Added +28.3k	+28,313 19.1%
96	TEVA PHARMACEUTICAL INDS LTD SPONSORED ADS SPONSORED ADS		1,695,648	$57.4m0.22%	0.22%	Reduced -281.5k	-281,489 -14.2%
97	ORACLE CORP COM ORCL	ORCL	388,985	$57.0m0.21%	0.21%	Added +6.7k	+6,717 1.8%
98	SNOWFLAKE INC CL A SNOW	SNOW	223,145	$56.8m0.21%	0.21%	Added +146.8k	+146,809 192.3%
99	ROCKWELL AUTOMATION INC COM ROK	ROK	114,520	$56.7m0.21%	0.21%	Reduced -56.4k	-56,420 -33.0%
100	VERIZON COMMUNICATIONS INC COM VZ	VZ	1,268,820	$53.7m0.20%	0.20%	Added +548	+548 0.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BENTLEY SYS INC BSY	BSY	642,977	$22.6m643.0k shares
GRIFFON CORP GFF	GFF	289,896	$21.1m289.9k shares
MKS INC. MKSI	MKSI	52,000	$12.0m52.0k shares
TETRA TECH INC NEW TTEK	TTEK	374,020	$11.3m374.0k shares
CARNIVAL CORP		378,985	$9.8m379.0k shares
ASCENDIS PHARMA A/S		38,665	$8.8m38.7k shares
GODADDY INC GDDY	GDDY	100,365	$8.3m100.4k shares
KALVISTA PHARMACEUTICALS INC KALV	KALV	351,305	$7.1m351.3k shares
SOLENO THERAPEUTICS INC SLNO	SLNO	187,475	$6.3m187.5k shares
HALLIBURTON CO HAL	HAL	147,554	$5.8m147.6k shares
DUPONT DE NEMOURS INC DWDP	DWDP	34,665	$4.8m34.7k shares
GARTNER INC IT	IT	28,587	$4.5m28.6k shares
SCHLUMBERGER LTD SLB	SLB	69,476	$3.6m69.5k shares
HOLOGIC INC HOLX	HOLX	46,045	$3.5m46.0k shares
ZENAS BIOPHARMA INC ZBIO	ZBIO	163,860	$3.2m163.9k shares
VIRIDIAN THERAPEUTICS INC VRDN	VRDN	156,957	$3.1m157.0k shares
HEALTHPEAK PROPERTIES INC DOC	DOC	151,450	$2.5m151.4k shares
AECOM ACM	ACM	28,735	$2.4m28.7k shares
HENRY JACK & ASSOC INC JKHY	JKHY	15,305	$2.4m15.3k shares
HORMEL FOODS CORP HRL	HRL	93,804	$2.1m93.8k shares
SOLVENTUM CORP SOLV	SOLV	31,235	$2.0m31.2k shares
THE TRADE DESK INC TTD	TTD	88,437	$2.0m88.4k shares
BUILDERS FIRSTSOURCE INC BLDR	BLDR	21,832	$1.8m21.8k shares
MONDAY COM LTD MNDY	MNDY	23,710	$1.6m23.7k shares
ZILLOW GROUP INC Z	Z	32,630	$1.4m32.6k shares