SEB Asset Management AB holds a diversified book of 700 stocks worth $26.6B as of Q2 2026 (disclosed Aug 4, 2026, a ~35-day 13F lag). This quarter they opened Docusign Inc and trimmed Nvidia Corp. Their largest long position is Nvidia Corp at 7% of the equity book.
Top-heavy: diversified book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
100% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as SEB Asset Management AB
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| BlackRock, Inc. | 80 / 80 | $2.7T |
| VANGUARD CAPITAL MANAGEMENT LLC | 80 / 80 | $2.2T |
| STATE STREET CORP | 80 / 80 | $1.8T |
| FMR LLC | 80 / 80 | $919.0B |
| JPMORGAN CHASE & CO | 80 / 80 | $597.5B |
| MORGAN STANLEY | 80 / 80 | $584.7B |
| BANK OF AMERICA CORP /DE/ | 80 / 80 | $356.2B |
| NORTHERN TRUST CORP | 80 / 80 | $353.0B |
Ranked by the share of each fund's own book sitting in the names it shares with SEB Asset Management AB: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation COM | $1.8B | 9.18M | 6.9% | ▼−5.5% Reduced · −529K sh | |
| 2 | Apple Inc COM | $1.4B | 4.99M | 5.4% | ▲+0.2% Added · +8K sh | |
| 3 | AstraZeneca PLC ORD | $1.1B | 5.74M | 4.1% | ▼−3.6% Reduced · −218K sh | |
| 4 | Microsoft Corp COM | $1.0B | 2.76M | 3.9% | ▲+1.6% Added · +43K sh | |
| 5 | Amazon Com Inc COM | $736.3M | 3.09M | 2.8% | ▲+1.9% Added · +57K sh | |
| 6 | Alphabet Inc CAP STK CL A | $702.6M | 1.97M | 2.6% | ▼−0.7% Reduced · −15K sh | |
| 7 | Broadcom Inc COM | $666.7M | 1.77M | 2.5% | ▼−7.6% Reduced · −146K sh | |
| 8 | Alphabet Inc CAP STK CL C | $568.4M | 1.61M | 2.1% | ▲+6.8% Added · +102K sh | |
| 9 | Micron Technology Inc COM | $531.8M | 460.7K | 2.0% | ▲+28% Added · +101K sh | |
| 10 | Eli Lilly & Co COM | $468.0M | 390.2K | 1.8% | ▲+0.8% Added · +3K sh | |
| 11 | Meta Platforms Inc CL A | $402.1M | 713.8K | 1.5% | ▲+0.8% Added · +6K sh | |
| 12 | Advanced Micro Devices Inc COM | $371.8M | 640.0K | 1.4% | ▲+80% Added · +284K sh | |
| 13 | JPMorgan Chase & Co COM | $341.4M | 1.04M | 1.3% | ▼−14% Reduced · −168K sh | |
| 14 | Johnson & Johnson COM | $331.0M | 1.30M | 1.2% | ▲+1.3% Added · +17K sh | |
| 15 | Applied Matls Inc COM | $326.6M | 451.7K | 1.2% | ▼−12% Reduced · −60K sh | |
| 16 | Tesla Inc COM | $281.8M | 670.0K | 1.1% | ▲+7.3% Added · +45K sh | |
| 17 | Cisco Sys Inc COM | $237.8M | 2.02M | 0.9% | ▲+58% Added · +747K sh | |
| 18 | Mastercard Incorporated CL A | $228.7M | 445.2K | 0.9% | ▼−24% Reduced · −142K sh | |
| 19 | Citigroup Inc COM NEW | $226.7M | 1.62M | 0.9% | ▼−27% Reduced · −611K sh | |
| 20 | Merck & Co Inc COM | $212.8M | 1.66M | 0.8% | ▲+0.8% Added · +14K sh | |
| 21 | Abbvie Inc COM | $211.0M | 838.3K | 0.8% | ▼−11% Reduced · −108K sh | |
| 22 | Intel Corp COM | $210.6M | 1.51M | 0.8% | ▲+57% Added · +546K sh | |
| 23 | Visa Inc COM CL A | $206.2M | 601.0K | 0.8% | ▲+0.2% Added · +1K sh | |
| 24 | Kla Corp COM NEW | $196.1M | 650.0K | 0.7% | ▲+727% Added · +571K sh | |
| 25 | Lam Research Corp COM NEW | $194.5M | 448.9K | 0.7% | ▲+1.1% Added · +5K sh | |
| 26 | Bristol-Myers Squibb Co COM | $165.5M | 2.87M | 0.6% | ▼−20% Reduced · −714K sh | |
| 27 | General MTRS Co COM | $151.3M | 1.96M | 0.6% | ▼−15% Reduced · −344K sh | |
| 28 | Walmart Inc COM | $148.6M | 1.31M | 0.6% | ▼−9.2% Reduced · −133K sh | |
| 29 | Unitedhealth Group Inc COM | $141.7M | 341.0K | 0.5% | ▲+14% Added · +42K sh | |
| 30 | Bank Of Amer Corp COM | $141.3M | 2.48M | 0.5% | ▲+26% Added · +517K sh | |
| 31 | Palo Alto Networks Inc COM | $139.6M | 409.3K | 0.5% | ▼−27% Reduced · −148K sh | |
| 32 | Caterpillar Inc COM | $136.2M | 127.9K | 0.5% | ▲+5.1% Added · +6K sh | |
| 33 | Marvell Technology Inc COM | $127.8M | 429.0K | 0.5% | ▲+111% Added · +226K sh | |
| 34 | Stryker Corporation COM | $125.3M | 398.1K | 0.5% | ▲+51% Added · +135K sh | |
| 35 | Colgate Palmolive Co COM | $119.3M | 1.30M | 0.4% | ▲+22% Added · +232K sh | |
| 36 | Arista Networks Inc COM SHS | $118.3M | 696.3K | 0.4% | ▼−8.3% Reduced · −63K sh | |
| 37 | Truist Finl Corp COM | $110.7M | 2.22M | 0.4% | ▼−18% Reduced · −478K sh | |
| 38 | Chubb Limited COM | $109.7M | 322.1K | 0.4% | ▼−38% Reduced · −198K sh | |
| 39 | Procter & Gamble Co COM | $109.5M | 746.8K | 0.4% | ▼−16% Reduced · −137K sh | |
| 40 | Edwards Lifesciences Corp COM | $107.0M | 1.18M | 0.4% | ▼−14% Reduced · −188K sh | |
| 41 | Gilead Sciences Inc COM | $105.7M | 836.3K | 0.4% | ▼−32% Reduced · −397K sh | |
| 42 | Vertiv Holdings Co COM CL A | $105.0M | 313.6K | 0.4% | ▲+139% Added · +182K sh | |
| 43 | Cencora Inc COM | $104.0M | 367.6K | 0.4% | ▼−14% Reduced · −59K sh | |
| 44 | Motorola Solutions Inc COM NEW | $102.2M | 246.1K | 0.4% | ▼−5.2% Reduced · −14K sh | |
| 45 | Texas Instrs Inc COM | $102.2M | 342.8K | 0.4% | ▲+9.6% Added · +30K sh | |
| 46 | Toronto Dominion BK Ont COM NEW | $101.1M | 832.0K | 0.4% | ▼−44% Reduced · −662K sh | |
| 47 | Thermo Fisher Scientific Inc COM | $100.6M | 200.6K | 0.4% | ▲+5.4% Added · +10K sh | |
| 48 | Adobe Inc COM | $100.0M | 487.6K | 0.4% | ▼−10% Reduced · −54K sh | |
| 49 | Mercadolibre Inc COM | $99.2M | 58.4K | 0.4% | ▼−38% Reduced · −36K sh | |
| 50 | CVS Health Corp COM | $96.8M | 935.3K | 0.4% | ▲+7.2% Added · +63K sh |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/2127509/holdings"
Use Arkolith to show SEB Asset Management AB's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.