Institutional manager
SEB Asset Management AB
Holds positions in 395 of the S&P 500, worth $19.4bn as reported for the quarter ended 31-mar-2026.
Positions held395of 488 index companies covered
Reported value$19.4bnS&P 500 positions only
Top ten weight39%how concentrated the book is
Filing entities1single filer
Largest positions
The 60 biggest by reported value, of 395 held. The rest are smaller than every one of these.
NvidiaNVDA9.7m$1.69bnInformation TechnologyApple Inc.AAPL5.0m$1.27bnInformation TechnologyMicrosoftMSFT2.7m$1.00bnInformation TechnologyAlphabet Inc. (Class A)GOOGL3.5m$1.00bnCommunication ServicesAmazonAMZN3.0m$632mConsumer DiscretionaryBroadcomAVGO1.9m$592mInformation TechnologyMeta PlatformsMETA707,960$405mCommunication ServicesLilly (Eli)LLY387,272$356mHealth CareJPMorgan ChaseJPM1.2m$356mFinancialsJohnson & JohnsonJNJ1.3m$314mHealth CareMastercardMA587,548$294mFinancialsCitigroupC2.2m$253mFinancialsTesla, Inc.TSLA624,505$232mConsumer DiscretionaryBristol Myers SquibbBMY3.6m$218mHealth CareAbbVieABBV946,326$206mHealth CareMerck & Co.MRK1.6m$198mHealth CareVisa Inc.V599,611$181mFinancialsWalmartWMT1.4m$180mConsumer StaplesApplied MaterialsAMAT512,119$175mInformation TechnologyGeneral MotorsGM2.3m$172mConsumer DiscretionaryGilead SciencesGILD1.2m$172mHealth CareChubb LimitedCB519,939$169mFinancialsCencoraCOR427,004$134mHealth CareAdobe Inc.ADBE541,894$132mInformation TechnologyBoston ScientificBSX2.1m$130mHealth CareMcKesson CorporationMCK149,949$130mHealth CareProcter & GamblePG883,854$128mConsumer StaplesTruist FinancialTFC2.7m$124mFinancialsMicron TechnologyMU359,406$121mInformation TechnologyKLA CorporationKLAC78,638$116mInformation TechnologyMotorola SolutionsMSI259,773$113mInformation TechnologyEdwards LifesciencesEW1.4m$110mHealth CareAutodeskADSK435,968$104mInformation TechnologyNetflixNFLX1.0m$99mCommunication ServicesCiscoCSCO1.3m$99mInformation TechnologyBank of AmericaBAC2.0m$96mFinancialsLam ResearchLRCX443,913$95mInformation TechnologyThermo Fisher ScientificTMO190,270$94mHealth CareArista NetworksANET759,276$93mInformation TechnologyColgate-PalmoliveCL1.1m$91mConsumer StaplesNetAppNTAP878,765$90mInformation TechnologyCadence Design SystemsCDNS323,504$90mInformation TechnologyPalo Alto NetworksPANW557,704$89mInformation TechnologySalesforceCRM472,483$88mInformation TechnologyStryker CorporationSYK263,366$87mHealth CareBooking HoldingsBKNG20,525$86mConsumer DiscretionaryCaterpillar Inc.CAT121,707$86mIndustrialsS&P GlobalSPGI190,902$81mFinancialsUnitedHealth GroupUNH298,761$81mHealth CareTravelers Companies (The)TRV266,500$78mFinancialsHCA HealthcareHCA159,610$76mHealth CareHome Depot (The)HD226,291$74mConsumer DiscretionaryAdvanced Micro DevicesAMD355,551$72mInformation TechnologyQualcommQCOM561,179$72mInformation TechnologyAnalog DevicesADI222,223$71mInformation TechnologyPepsiCoPEP447,671$70mConsumer StaplesEquinixEQIX70,819$69mReal EstateUnion Pacific CorporationUNP281,977$68mIndustrialsIntuitive SurgicalISRG148,216$68mHealth CareXylem Inc.XYL558,162$67mIndustrials
What this page is not
Positions in S&P 500 constituents only, from 13F filings, which report US listed, long, US custodied holdings. A manager's real book is larger than this in every case: anything outside the index, outside US custody, held through derivatives, or below its reporting obligation is not here.
