StockDriftsStockDriftsTop 50 SEB Asset Management AB Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.91% | 9.18M | $1.84B | -5.45%(-529.48K) | $180.45(+22.17%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.44% | 4.99M | $1.45B | +0.16%(+8.01K) | $262.83(+16.68%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 4.06% | 5.74M | $1.08B | -3.66%(-217.77K) | $190.54(-14.98%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.87% | 2.76M | $1.03B | +1.59%(+43.02K) | $425.94(+18.03%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 2.77% | 3.09M | $736.3M | +1.88%(+57.15K) | $219.55(+25.24%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 2.65% | 1.97M | $702.6M | -0.75%(-14.83K) | $300.28(+17.05%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.51% | 1.77M | $666.7M | -7.65%(-146.11K) | $327.23(+28.46%) | 2026-06-30 | |
| GOOG | ALPHABET INC | 2.14% | 1.61M | $568.4M | +6.75%(+101.79K) | $301.15(+16.39%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 2% | 460.7K | $531.8M | +28.18%(+101.29K) | $405.38(+112.65%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.76% | 390.2K | $468.0M | +0.76%(+2.93K) | $997.57(+23.19%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (1 quarter) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | — | — | — | — | +10.87% |
| Top 20 Holdings Unweighted | — | — | — | — | +10.76% |
SEB Asset Management AB reports $26.56B in US-listed equity holdings across 700 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.9%), AAPL (5.4%) and AZN (4.1%). The top 20 holdings account for 45.26% of reported assets. Its disclosed equity book has returned +10.87% cumulatively over 1 quarter. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from SEB Asset Management AB’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 2127509). View SEB Asset Management AB’s 13F filings on SEC