Seb Asset Management Ab Portfolio Stock Holdings

Seb Asset Management Ab disclosed 680 stock positions valued at approximately $23.4 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 7, 2026.

Report Period
March 31, 2026
No. of Stocks
680
Portfolio Value
$23.4B
Holdings by Sector
Seb Asset Management Ab Portfolio Holdings in Q1 2026

656 holdings in the latest reporting period.

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CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology7.24%9,706,466+9,706,466+100.00%$1,692,806,672
APPLE INCAAPLTechnology5.41%4,986,398+4,986,398+100.00%$1,265,497,351
MICROSOFT CORPMSFTTechnology4.29%2,712,669+2,712,669+100.00%$1,004,148,147
AMAZON COM INCAMZNConsumer Cyclical2.70%3,032,342+3,032,342+100.00%$631,545,615
BROADCOM INCAVGOTechnology2.53%1,911,131+1,911,131+100.00%$591,513,820
ALPHABET INCGOOGLCommunication Services2.43%1,980,895+1,980,895+100.00%$569,625,912
ALPHABET INCGOOGCommunication Services1.85%1,507,039+1,507,039+100.00%$432,309,024
META PLATFORMS INCMETACommunication Services1.73%707,960+707,960+100.00%$405,044,999
ELI LILLY & COLLYHealthcare1.52%387,272+387,272+100.00%$356,200,910
JPMORGAN CHASE & COJPMFinancial Services1.52%1,210,826+1,210,826+100.00%$356,176,441
JOHNSON & JOHNSONJNJHealthcare1.34%1,286,484+1,286,484+100.00%$314,467,950
MASTERCARD INCORPORATEDMAFinancial Services1.25%587,548+587,548+100.00%$293,574,012
CITIGROUP INCCFinancial Services1.08%2,230,597+2,230,597+100.00%$252,971,773
TESLA INCTSLAConsumer Cyclical0.99%624,505+624,505+100.00%$232,159,695
BRISTOL-MYERS SQUIBB COBMYHealthcare0.93%3,586,365+3,586,365+100.00%$217,512,828
ABBVIE INCABBVHealthcare0.88%946,326+946,326+100.00%$205,816,317
MERCK & CO INCMRKHealthcare0.84%1,642,285+1,642,285+100.00%$197,550,295
VISA INCVFinancial Services0.77%599,611+599,611+100.00%$181,226,373
WALMART INCWMTConsumer Defensive0.77%1,444,614+1,444,614+100.00%$179,536,572
APPLIED MATLS INCAMATTechnology0.75%512,119+512,119+100.00%$175,037,031
GENERAL MTRS COGMConsumer Cyclical0.73%2,307,277+2,307,277+100.00%$171,891,967
GILEAD SCIENCES INCGILDHealthcare0.73%1,233,000+1,233,000+100.00%$171,843,070
CHUBB LTD SWITZCBFinancial Services0.72%519,939+519,939+100.00%$169,463,606
MERCADOLIBRE INCMELIConsumer Cyclical0.69%94,029+94,029+100.00%$162,577,856
TORONTO DOMINION BK ONTTDFinancial Services0.59%1,494,394+1,494,394+100.00%$139,122,714
CENCORA INCCORHealthcare0.57%427,004+427,004+100.00%$134,138,913
ADOBE INCADBETechnology0.56%541,894+541,894+100.00%$131,723,477
BOSTON SCIENTIFIC CORPBSXHealthcare0.56%2,076,524+2,076,524+100.00%$130,301,740
MCKESSON CORPMCKHealthcare0.55%149,949+149,949+100.00%$129,759,769
PROCTER & GAMBLE COPGConsumer Defensive0.55%883,854+883,854+100.00%$127,663,840
TRUIST FINL CORPTFCFinancial Services0.53%2,700,556+2,700,556+100.00%$124,144,455
MICRON TECHNOLOGY INCMUTechnology0.52%359,406+359,406+100.00%$121,421,674
KLA CORPKLACTechnology0.49%78,638+78,638+100.00%$115,787,318
MOTOROLA SOLUTIONS INCMSITechnology0.48%259,773+259,773+100.00%$112,733,576
EDWARDS LIFESCIENCES CORPEWHealthcare0.47%1,370,202+1,370,202+100.00%$109,725,673
AUTODESK INCADSKTechnology0.45%435,968+435,968+100.00%$104,370,628
NETFLIX INC.NFLXCommunication Services0.42%1,034,129+1,034,129+100.00%$99,431,477
CISCO SYS INCCSCOTechnology0.42%1,277,386+1,277,386+100.00%$99,112,349
BANK AMERICA CORPBACFinancial Services0.41%1,963,661+1,963,661+100.00%$95,728,458
LAM RESEARCH CORPLRCXOther0.41%443,913+443,913+100.00%$94,846,439
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.40%190,270+190,270+100.00%$93,523,340
ARISTA NETWORKS INCANETOther0.40%759,276+759,276+100.00%$93,223,860
COLGATE PALMOLIVE COCLConsumer Defensive0.39%1,069,453+1,069,453+100.00%$91,149,417
NETAPP INCNTAPTechnology0.38%878,765+878,765+100.00%$89,976,675
CADENCE DESIGN SYSTEM INCCDNSTechnology0.38%323,504+323,504+100.00%$89,891,969
PALO ALTO NETWORKS INCPANWTechnology0.38%557,704+557,704+100.00%$89,411,040
SALESFORCE INCCRMTechnology0.38%472,483+472,483+100.00%$88,198,334
STRYKER CORPORATIONSYKHealthcare0.37%263,366+263,366+100.00%$86,539,362
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.37%20,525+20,525+100.00%$86,416,769
CATERPILLAR INCCATIndustrials0.37%121,707+121,707+100.00%$86,224,538
REINSURANCE GROUP AMER INCRGAFinancial Services0.35%399,361+399,361+100.00%$81,533,439
S&P GLOBAL INCSPGIFinancial Services0.35%190,902+190,902+100.00%$81,198,209
UNITEDHEALTH GROUP INCUNHHealthcare0.35%298,761+298,761+100.00%$80,841,698
TRAVELERS COMPANIES INCTRVFinancial Services0.33%266,500+266,500+100.00%$77,732,675
HCA HEALTHCARE INCHCAHealthcare0.32%159,610+159,610+100.00%$75,533,789
HOME DEPOT INCHDConsumer Cyclical0.32%226,291+226,291+100.00%$74,424,842
ADVANCED MICRO DEVICES INCAMDTechnology0.31%355,551+355,551+100.00%$72,329,725
QUALCOMM INCQCOMTechnology0.31%561,179+561,179+100.00%$72,268,599
ANALOG DEVICES INCADITechnology0.30%222,223+222,223+100.00%$70,697,979
PEPSICO INCPEPConsumer Defensive0.30%447,671+447,671+100.00%$69,518,804
EQUINIX INCEQIXReal Estate0.30%70,819+70,819+100.00%$69,419,550
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.30%512,533+512,533+100.00%$69,309,779
UNION PAC CORPUNPIndustrials0.29%281,977+281,977+100.00%$68,413,234
INTUITIVE SURGICAL INCISRGHealthcare0.29%148,216+148,216+100.00%$68,326,049
XYLEM INCXYLIndustrials0.29%558,162+558,162+100.00%$66,700,297
WELLS FARGO & COWFCFinancial Services0.28%809,003+809,003+100.00%$64,404,718
VERIZON COMMUNICATIONS INCVZCommunication Services0.27%1,268,272+1,268,272+100.00%$63,667,241
INTERNATIONAL BUSINESS MACHSIBMTechnology0.27%262,637+262,637+100.00%$63,660,566
AMGEN INCAMGNHealthcare0.27%180,676+180,676+100.00%$63,570,821
GOLDMAN SACHS GROUP INCGSFinancial Services0.27%74,784+74,784+100.00%$63,266,513
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.27%140,951+140,951+100.00%$62,940,209
CVS HEALTH CORPCVSHealthcare0.27%872,126+872,126+100.00%$62,636,036
COCA COLA COKOConsumer Defensive0.27%821,096+821,096+100.00%$62,444,348
ROCKWELL AUTOMATION INCROKIndustrials0.26%170,940+170,940+100.00%$61,346,912
INCYTE CORPINCYHealthcare0.26%646,168+646,168+100.00%$60,817,276
TEXAS INSTRS INCTXNTechnology0.26%312,670+312,670+100.00%$60,701,728
GE VERNOVA INCGEVUtilities0.26%69,379+69,379+100.00%$60,560,907
ZSCALER INCZSTechnology0.26%427,924+427,924+100.00%$60,033,390
TEVA PHARMACEUTICAL INDS LTDTEVAHealthcare0.25%1,977,137+1,977,137+100.00%$59,551,301
TAPESTRY INCTPRConsumer Cyclical0.25%421,834+421,834+100.00%$59,524,949
ALLSTATE CORPALLFinancial Services0.25%283,856+283,856+100.00%$58,854,679
KEYSIGHT TECHNOLOGIES INCKEYSTechnology0.25%207,526+207,526+100.00%$58,599,077
ACCENTURE PLC IRELANDACNTechnology0.25%289,380+289,380+100.00%$57,381,141
ALCON AGALCOther0.24%775,780+775,780+100.00%$57,211,475
ORACLE CORPORCLTechnology0.24%382,268+382,268+100.00%$56,235,438
TJX COS INC NEWTJXConsumer Cyclical0.24%345,735+345,735+100.00%$55,213,875
AT&T INCTCommunication Services0.24%1,900,267+1,900,267+100.00%$55,088,736
CROWN HLDGS INCCCKConsumer Cyclical0.23%541,560+541,560+100.00%$54,291,320
EXPEDIA GROUP INCEXPEConsumer Cyclical0.23%230,646+230,646+100.00%$53,253,803
DEUTSCHE BK AGDBOther0.23%1,829,153+1,829,153+100.00%$52,931,264
WASTE MGMT INC DELWMIndustrials0.23%229,550+229,550+100.00%$52,748,270
MORGAN STANLEYMSFinancial Services0.22%319,636+319,636+100.00%$52,602,494
NEWMONT CORPNEMBasic Materials0.22%483,436+483,436+100.00%$52,331,935
BORGWARNER INCBWAConsumer Cyclical0.22%938,638+938,638+100.00%$50,930,422
SERVICENOW INCNOWTechnology0.22%484,675+484,675+100.00%$50,672,744
ABBOTT LABORATORIESABTHealthcare0.22%492,081+492,081+100.00%$50,521,941
MAGNA INTL INCMGAConsumer Cyclical0.21%889,055+889,055+100.00%$49,530,525
LINDE PLCLINOther0.21%98,102+98,102+100.00%$48,635,045
TRANE TECHNOLOGIES PLCTTOther0.20%113,247+113,247+100.00%$47,194,515
MCDONALDS CORPMCDConsumer Cyclical0.20%147,764+147,764+100.00%$45,923,570