SEB Asset Management AB — 13F Holdings & Portfolio

CIK 2127509 · latest 13F-HR filed 2026-05-07

SEB Asset Management AB manages $23.40B in 13F-reported U.S. long-equity assets across 680 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (7.24%), AAPL (5.41%), AZN (4.95%).

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$23.40B

Long-equity book

Holdings

680

Distinct positions

Period

2026-03-31

Filed 2026-05-07

Q/Q Activity

no prior filing cached

Firm Profile & Key People
Name Title / Status Ownership Type

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All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $1.69B 7.24% 9,706,466 SH
2 APPLE INC AAPL 037833100 $1.27B 5.41% 4,986,398 SH
3 ASTRAZENECA PLC AZN G0593M107 $1.16B 4.95% 5,954,417 SH
4 MICROSOFT CORP MSFT 594918104 $1.00B 4.29% 2,712,669 SH
5 AMAZON COM INC AMZN 023135106 $631.5M 2.70% 3,032,342 SH
6 BROADCOM INC AVGO 11135F101 $591.5M 2.53% 1,911,131 SH
7 ALPHABET INC GOOGL 02079K305 $569.6M 2.43% 1,980,895 SH
8 ALPHABET INC GOOG 02079K107 $432.3M 1.85% 1,507,039 SH
9 META PLATFORMS INC META 30303M102 $405.0M 1.73% 707,960 SH
10 ELI LILLY & CO LLY 532457108 $356.2M 1.52% 387,272 SH
11 JPMORGAN CHASE & CO JPM 46625H100 $356.2M 1.52% 1,210,826 SH
12 JOHNSON & JOHNSON JNJ 478160104 $314.5M 1.34% 1,286,484 SH
13 MASTERCARD INCORPORATED MA 57636Q104 $293.6M 1.25% 587,548 SH
14 CITIGROUP INC C 172967424 $253.0M 1.08% 2,230,597 SH
15 TESLA INC TSLA 88160R101 $232.2M 0.99% 624,505 SH
16 BRISTOL-MYERS SQUIBB CO BMY 110122108 $217.5M 0.93% 3,586,365 SH
17 ABBVIE INC ABBV 00287Y109 $205.8M 0.88% 946,326 SH
18 MERCK & CO INC MRK 58933Y105 $197.6M 0.84% 1,642,285 SH
19 VISA INC V 92826C839 $181.2M 0.77% 599,611 SH
20 WALMART INC WMT 931142103 $179.5M 0.77% 1,444,614 SH
21 APPLIED MATLS INC AMAT 038222105 $175.0M 0.75% 512,119 SH
22 GENERAL MTRS CO GM 37045V100 $171.9M 0.73% 2,307,277 SH
23 GILEAD SCIENCES INC GILD 375558103 $171.8M 0.73% 1,233,000 SH
24 CHUBB LTD SWITZ CB H1467J104 $169.5M 0.72% 519,939 SH
25 MERCADOLIBRE INC MELI 58733R102 $162.6M 0.69% 94,029 SH
26 TORONTO DOMINION BK ONT TD 891160509 $139.1M 0.59% 1,494,394 SH
27 CENCORA INC COR 03073E105 $134.1M 0.57% 427,004 SH
28 ADOBE INC ADBE 00724F101 $131.7M 0.56% 541,894 SH
29 BOSTON SCIENTIFIC CORP BSX 101137107 $130.3M 0.56% 2,076,524 SH
30 MCKESSON CORP MCK 58155Q103 $129.8M 0.55% 149,949 SH
31 PROCTER & GAMBLE CO PG 742718109 $127.7M 0.55% 883,854 SH
32 TRUIST FINL CORP TFC 89832Q109 $124.1M 0.53% 2,700,556 SH
33 MICRON TECHNOLOGY INC MU 595112103 $121.4M 0.52% 359,406 SH
34 KLA CORP KLAC 482480100 $115.8M 0.49% 78,638 SH
35 MOTOROLA SOLUTIONS INC MSI 620076307 $112.7M 0.48% 259,773 SH
36 EDWARDS LIFESCIENCES CORP EW 28176E108 $109.7M 0.47% 1,370,202 SH
37 AUTODESK INC ADSK 052769106 $104.4M 0.45% 435,968 SH
38 NETFLIX INC. NFLX 64110L106 $99.4M 0.42% 1,034,129 SH
39 CISCO SYS INC CSCO 17275R102 $99.1M 0.42% 1,277,386 SH
40 BANK AMERICA CORP BAC 060505104 $95.7M 0.41% 1,963,661 SH
41 LAM RESEARCH CORP LRCX 512807306 $94.8M 0.41% 443,913 SH
42 THERMO FISHER SCIENTIFIC INC TMO 883556102 $93.5M 0.40% 190,270 SH
43 ARISTA NETWORKS INC ANET 040413205 $93.2M 0.40% 759,276 SH
44 COLGATE PALMOLIVE CO CL 194162103 $91.1M 0.39% 1,069,453 SH
45 NETAPP INC NTAP 64110D104 $90.0M 0.38% 878,765 SH
46 CADENCE DESIGN SYSTEM INC CDNS 127387108 $89.9M 0.38% 323,504 SH
47 PALO ALTO NETWORKS INC PANW 697435105 $89.4M 0.38% 557,704 SH
48 SALESFORCE INC CRM 79466L302 $88.2M 0.38% 472,483 SH
49 STRYKER CORPORATION SYK 863667101 $86.5M 0.37% 263,366 SH
50 BOOKING HOLDINGS INC BKNG 09857L108 $86.4M 0.37% 20,525 SH