13F Insight
DOSSIER · 13F-HR · Q2 2026

SEB Asset Management AB

$26.6B in tracked AUM across 700 positions as of Q2 2026.

SA
CIK 0002127509 · last filed Jun 30, 2026
Total AUM
$26.6B
as of Q2 2026
Holdings
700
—
positions
Whale Score
60
60
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SEB Asset Management AB filed Q1 2026 13F-HR with $23.4B in disclosed U.S. equity holdings The portfolio is led by Technology exposure, with top positions including NVDA (7.2%), AAPL (5.4%), G0593M107 (4.9%). This filing represents the firm's latest disclosed equity book on record. Notable new position: NVDA $$0.0B.

SEB Asset Management AB reports $23.4B in U.S. equity holdings for Q1 2026, anchored by a Technology-centric allocation. The top five positions by value span NVDA + AAPL + G0593M107 + MSFT + AMZN, collectively representing a meaningful concentration within the disclosed book.

Core Holdings

  • NVDA (NVIDIA CORPORATION) — $1.7B (7.2%)
  • AAPL (APPLE INC) — $1.3B (5.4%)
  • G0593M107 (ASTRAZENECA PLC) — $1.2B (4.9%)
  • MSFT (MICROSOFT CORP) — $1.0B (4.3%)
  • AMZN (AMAZON COM INC) — $0.6B (2.7%)
Analysis generated by 13F Insight from SEC Form 13F filing data · Q2 2026. Methodology

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$1.8B9.2M6.9%02
AAPL
APPLE INC
$1.4B5.0M5.4%03
G0593M107
ASTRAZENECA PLC
$1.1B5.7M4.1%04
MSFT
MICROSOFT CORP
$1.0B2.8M3.9%05
AMZN
AMAZON COM INC
$736M3.1M2.8%06
GOOGL
ALPHABET INC
$703M2.0M2.6%07
AVGO
BROADCOM INC
$667M1.8M2.5%08
GOOG
ALPHABET INC
$568M1.6M2.1%09
MU
MICRON TECHNOLOGY INC
$532M461K2.0%10
LLY
ELI LILLY & CO
$468M390K1.8%

Filing history

2026Q2Jun 30
$26.6B▲ 13.5%
700 positionsView →2026Q1Mar 31
$23.4B—
680 positionsView →