SEB Asset Management AB
CIK: 2127509
Holdings (713)
Q3 2026 13F, quarter ended Sep 30, 2026, filed Nov 4, 2026
- NVDA
NVIDIA CORPORATION
$2.03B
8.87M sh7.51%-3.3% - AAPL
APPLE INC
$1.76B
5.27M sh6.51%+5.6% - MSFT
MICROSOFT CORP
$1.47B
2.86M sh5.44%+3.9% - AZN
ASTRAZENECA PLC
$1.12B
6.83M sh4.14%+19.1% - AMZN
AMAZON COM INC
$780.3M
3.13M sh2.89%+1.4% - GOOGL
ALPHABET INC
$647.56M
1.88M sh2.40%-4.3% - AVGO
BROADCOM INC
$644.01M
1.83M sh2.39%+3.9% - META
META PLATFORMS INC
$592.03M
816,396 sh2.19%+14.4% - GOOG
ALPHABET INC
$533.94M
1.57M sh1.98%-2.6% - MU
MICRON TECHNOLOGY INC
$524.15M
492,096 sh1.94%+6.8% - LLY
ELI LILLY & CO
$502.32M
434,130 sh1.86%+11.3% - AMD
ADVANCED MICRO DEVICES INC
$375.63M
614,019 sh1.39%-4.1% - JPM
JPMORGAN CHASE & CO
$358.31M
1.08M sh1.33%+3.9% - JNJ
JOHNSON & JOHNSON
$349.05M
1.32M sh1.29%+1.1% - TSLA
TESLA INC
$247.54M
697,665 sh0.92%+4.1% - MRK
MERCK & CO INC
$227.79M
1.57M sh0.84%-5.3% - V
VISA INC
$226.87M
631,364 sh0.84%+5.0% - MA
MASTERCARD INCORPORATED
$213.2M
386,604 sh0.79%-13.2% - INTC
INTEL CORP
$202.39M
1.68M sh0.75%+11.6% - LRCX
LAM RESEARCH CORP
$198.94M
605,574 sh0.74%+34.9% - CSCO
CISCO SYS INC
$194.14M
1.80M sh0.72%-10.9% - BAC
BANK OF AMER CORP
$190.43M
3.50M sh0.71%+41.1% - AMAT
APPLIED MATLS INC
$187.84M
367,321 sh0.70%-18.7% - ABBV
ABBVIE INC
$184.44M
705,075 sh0.68%-15.9% - C
CITIGROUP INC
$165.66M
1.28M sh0.61%-21.0% - WMT
WALMART INC
$144.57M
1.39M sh0.54%+6.0% - TMO
THERMO FISHER SCIENTIFIC INC
$141.02M
208,906 sh0.52%+4.2% - BMY
BRISTOL-MYERS SQUIBB CO
$140.12M
2.25M sh0.52%-21.8% - GILD
GILEAD SCIENCES INC
$137.25M
920,811 sh0.51%+10.1% - UNH
UNITEDHEALTH GROUP INC
$137.18M
373,695 sh0.51%+9.6% - MRVL
MARVELL TECHNOLOGY INC
$135.8M
513,987 sh0.50%+19.8% - ANET
ARISTA NETWORKS INC
$133.89M
657,648 sh0.50%-5.5% - PANW
PALO ALTO NETWORKS INC
$118.15M
297,384 sh0.44%-27.4% - ADBE
ADOBE INC
$112.04M
466,957 sh0.41%-4.2% - GM
GENERAL MTRS CO
$111.76M
1.45M sh0.41%-26.1% - CB
CHUBB LIMITED
$106.74M
328,188 sh0.40%+1.9% - TXN
TEXAS INSTRS INC
$104.69M
373,773 sh0.39%+9.1% - CAT
CATERPILLAR INC
$103.68M
127,873 sh0.38%+0.0% - EW
EDWARDS LIFESCIENCES CORP
$102.36M
1.19M sh0.38%+0.3% - NOW
SERVICENOW INC
$102.05M
761,478 sh0.38%+1.2% - GEV
GE VERNOVA INC
$100.33M
105,561 sh0.37%+34.8% - KLAC
KLA CORP
$98.42M
504,903 sh0.36%-22.3% - CRWD
CROWDSTRIKE HLDGS INC
$98.37M
371,563 sh0.36%+16.8% - MSI
MOTOROLA SOLUTIONS INC
$98.25M
220,317 sh0.36%-10.5% - PG
PROCTER & GAMBLE CO
$97.93M
674,105 sh0.36%-9.7% - NTAP
NETAPP INC
$97.16M
462,469 sh0.36%-24.5% - CL
COLGATE PALMOLIVE CO
$97.15M
1.14M sh0.36%-12.5% - CDNS
CADENCE DESIGN SYSTEM INC
$96.67M
292,783 sh0.36%+17.8% - SYK
STRYKER CORPORATION
$96.49M
350,365 sh0.36%-12.0% - CVS
CVS HEALTH CORP
$92.93M
1.08M sh0.34%+15.9%
| Security | Shares | Value | Change | Weight | Period |
|---|---|---|---|---|---|
 NVDA NVIDIA CORPORATION | 8.87M | $2.03B | -3.3% | 7.51% | Q3 2026 |
 AAPL APPLE INC | 5.27M | $1.76B | +5.6% | 6.51% | Q3 2026 |
 MSFT MICROSOFT CORP | 2.86M | $1.47B | +3.9% | 5.44% | Q3 2026 |
 AZN ASTRAZENECA PLC | 6.83M | $1.12B | +19.1% | 4.14% | Q3 2026 |
 AMZN AMAZON COM INC | 3.13M | $780.3M | +1.4% | 2.89% | Q3 2026 |
 GOOGL ALPHABET INC | 1.88M | $647.56M | -4.3% | 2.40% | Q3 2026 |
 AVGO BROADCOM INC | 1.83M | $644.01M | +3.9% | 2.39% | Q3 2026 |
 META META PLATFORMS INC | 816,396 | $592.03M | +14.4% | 2.19% | Q3 2026 |
 GOOG ALPHABET INC | 1.57M | $533.94M | -2.6% | 1.98% | Q3 2026 |
 MU MICRON TECHNOLOGY INC | 492,096 | $524.15M | +6.8% | 1.94% | Q3 2026 |
 LLY ELI LILLY & CO | 434,130 | $502.32M | +11.3% | 1.86% | Q3 2026 |
 AMD ADVANCED MICRO DEVICES INC | 614,019 | $375.63M | -4.1% | 1.39% | Q3 2026 |
 JPM JPMORGAN CHASE & CO | 1.08M | $358.31M | +3.9% | 1.33% | Q3 2026 |
 JNJ JOHNSON & JOHNSON | 1.32M | $349.05M | +1.1% | 1.29% | Q3 2026 |
 TSLA TESLA INC | 697,665 | $247.54M | +4.1% | 0.92% | Q3 2026 |
 MRK MERCK & CO INC | 1.57M | $227.79M | -5.3% | 0.84% | Q3 2026 |
 V VISA INC | 631,364 | $226.87M | +5.0% | 0.84% | Q3 2026 |
 MA MASTERCARD INCORPORATED | 386,604 | $213.2M | -13.2% | 0.79% | Q3 2026 |
 INTC INTEL CORP | 1.68M | $202.39M | +11.6% | 0.75% | Q3 2026 |
 LRCX LAM RESEARCH CORP | 605,574 | $198.94M | +34.9% | 0.74% | Q3 2026 |
 CSCO CISCO SYS INC | 1.80M | $194.14M | -10.9% | 0.72% | Q3 2026 |
 BAC BANK OF AMER CORP | 3.50M | $190.43M | +41.1% | 0.71% | Q3 2026 |
 AMAT APPLIED MATLS INC | 367,321 | $187.84M | -18.7% | 0.70% | Q3 2026 |
 ABBV ABBVIE INC | 705,075 | $184.44M | -15.9% | 0.68% | Q3 2026 |
 C CITIGROUP INC | 1.28M | $165.66M | -21.0% | 0.61% | Q3 2026 |
 WMT WALMART INC | 1.39M | $144.57M | +6.0% | 0.54% | Q3 2026 |
 TMO THERMO FISHER SCIENTIFIC INC | 208,906 | $141.02M | +4.2% | 0.52% | Q3 2026 |
 BMY BRISTOL-MYERS SQUIBB CO | 2.25M | $140.12M | -21.8% | 0.52% | Q3 2026 |
 GILD GILEAD SCIENCES INC | 920,811 | $137.25M | +10.1% | 0.51% | Q3 2026 |
 UNH UNITEDHEALTH GROUP INC | 373,695 | $137.18M | +9.6% | 0.51% | Q3 2026 |
 MRVL MARVELL TECHNOLOGY INC | 513,987 | $135.8M | +19.8% | 0.50% | Q3 2026 |
 ANET ARISTA NETWORKS INC | 657,648 | $133.89M | -5.5% | 0.50% | Q3 2026 |
 PANW PALO ALTO NETWORKS INC | 297,384 | $118.15M | -27.4% | 0.44% | Q3 2026 |
 ADBE ADOBE INC | 466,957 | $112.04M | -4.2% | 0.41% | Q3 2026 |
 GM GENERAL MTRS CO | 1.45M | $111.76M | -26.1% | 0.41% | Q3 2026 |
 CB CHUBB LIMITED | 328,188 | $106.74M | +1.9% | 0.40% | Q3 2026 |
 TXN TEXAS INSTRS INC | 373,773 | $104.69M | +9.1% | 0.39% | Q3 2026 |
 CAT CATERPILLAR INC | 127,873 | $103.68M | +0.0% | 0.38% | Q3 2026 |
 EW EDWARDS LIFESCIENCES CORP | 1.19M | $102.36M | +0.3% | 0.38% | Q3 2026 |
 NOW SERVICENOW INC | 761,478 | $102.05M | +1.2% | 0.38% | Q3 2026 |
 GEV GE VERNOVA INC | 105,561 | $100.33M | +34.8% | 0.37% | Q3 2026 |
 KLAC KLA CORP | 504,903 | $98.42M | -22.3% | 0.36% | Q3 2026 |
 CRWD CROWDSTRIKE HLDGS INC | 371,563 | $98.37M | +16.8% | 0.36% | Q3 2026 |
 MSI MOTOROLA SOLUTIONS INC | 220,317 | $98.25M | -10.5% | 0.36% | Q3 2026 |
 PG PROCTER & GAMBLE CO | 674,105 | $97.93M | -9.7% | 0.36% | Q3 2026 |
 NTAP NETAPP INC | 462,469 | $97.16M | -24.5% | 0.36% | Q3 2026 |
 CL COLGATE PALMOLIVE CO | 1.14M | $97.15M | -12.5% | 0.36% | Q3 2026 |
 CDNS CADENCE DESIGN SYSTEM INC | 292,783 | $96.67M | +17.8% | 0.36% | Q3 2026 |
 SYK STRYKER CORPORATION | 350,365 | $96.49M | -12.0% | 0.36% | Q3 2026 |
 CVS CVS HEALTH CORP | 1.08M | $92.93M | +15.9% | 0.34% | Q3 2026 |
1-50 of 713 holdings
Sector Allocation
SEC Filings
| Form | Description | Filed |
|---|---|---|
About SEB Asset Management AB
SEB Asset Management AB is an Investment Adviser that reports its US-listed stock and option positions to the SEC on Form 13F (CIK 2127509). Signal8 holds 9 13F filings from it.
Its most recent 13F holdings report covers Q3 2026 (the quarter ended Sep 30, 2026) and was filed on Nov 4, 2026. That report lists 713 securities, not counting options, up from 700 in Q2 2026.
Its five largest reported positions, in order, are NVIDIA CORPORATION (NVDA), APPLE INC (AAPL), MICROSOFT CORP (MSFT), ASTRAZENECA PLC (AZN) and AMAZON COM INC (AMZN). The next five are ALPHABET INC (GOOGL), BROADCOM INC (AVGO), META PLATFORMS INC (META), ALPHABET INC (GOOG) and MICRON TECHNOLOGY INC (MU).
Recent 13F filings by SEB Asset Management AB
- Q3 2026: 13F-HR filed Nov 4, 2026, listing 713 securities.
- Q2 2026: 13F-HR filed Aug 4, 2026, listing 700 securities.
- Q1 2026: 13F-HR filed May 7, 2026, listing 680 securities.