13F 机构持仓

SEB Asset Management AB

STOCKHOLM V7 · SEC CIK 0002127509

2026Q22026Q1 更早 9 个季度 🔒
$233.96亿2026Q1 申报市值
680持仓数
34.6%前十大占比 · 第一大 7.2%
0 / 0新建仓 / 清仓
申报市值走势$265.60亿2026Q2
26Q126Q2

付费方案可看全部 11 个季度的走势 🔒

前十大持仓 占组合比例

NVDA 7.2%
AAPL 5.4%
AZN 4.9%
MSFT 4.3%
AMZN 2.7%
AVGO 2.5%
GOOGL 2.4%
GOOG 1.8%
META 1.7%
LLY 1.5%

2026Q1 买入最多 按季末市值估算

本季没有买入

2026Q1 卖出最多 按季末市值估算

本季没有卖出

2026Q1 持仓明细 点表头排序 · 每页 100 行

导出 CSV 🔒
代码名称市值 ▼占比股数变动股数变动估算买卖额操作
MCD MCDONALDS CORP $4,592.36万0.20%147,764 —— — —
AZZ AZZ INC $4,529.74万0.19%362,003 —— — —
HLT HILTON WORLDWIDE HLDGS INC $4,508.11万0.19%148,254 —— — —
MET METLIFE INC $4,503.27万0.19%636,775 —— — —
VEEV VEEVA SYS INC $4,496.36万0.19%255,970 —— — —
DIS DISNEY WALT CO $4,450.50万0.19%461,766 —— — —
UBS UBS GROUP AG $4,432.64万0.19%1,159,090 —— — —
FCX FREEPORT MCMORAN INC $4,426.98万0.19%753,144 —— — —
SCHW SCHWAB CHARLES CORP $4,361.57万0.19%464,096 —— — —
COF CAPITAL ONE FINL CORP $4,350.44万0.19%238,472 —— — —
GWW WW GRAINGER INC $4,257.54万0.18%39,031 —— — —
USB US BANCORP $4,248.14万0.18%816,792 —— — —
INTC INTEL CORP $4,245.04万0.18%961,940 —— — —
BNY BANK NEW YORK MELLON CORP $4,125.51万0.18%347,763 —— — —
CBRE CBRE GROUP INC $4,014.10万0.17%296,331 —— — —
IQV IQVIA HLDGS INC $3,900.69万0.17%228,726 —— — —
INTU INTUIT $3,783.06万0.16%87,494 —— — —
PFE PFIZER INC $3,740.73万0.16%1,332,170 —— — —
TEL TE CONNECTIVITY PLC $3,674.49万0.16%175,796 —— — —
EG EVEREST GROUP LTD $3,661.50万0.16%112,024 —— — —
RACE FERRARI N V $3,639.81万0.16%109,308 —— — —
MDT MEDTRONIC PLC $3,633.68万0.16%419,352 —— — —
SPOT SPOTIFY TECHNOLOGY S A $3,621.69万0.15%74,688 —— — —
FSLR FIRST SOLAR INC $3,496.55万0.15%177,256 —— — —
PNC PNC FINL SVCS GROUP INC $3,491.04万0.15%167,766 —— — —
AXP AMERICAN EXPRESS CO $3,490.47万0.15%115,395 —— — —
RY ROYAL BK CDA $3,448.61万0.15%214,011 —— — —
SPG SIMON PPTY GROUP INC NEW $3,435.88万0.15%184,200 —— — —
MNST MONSTER BEVERAGE CORP NEW $3,418.54万0.15%471,783 —— — —
NU NU HLDGS LTD $3,406.64万0.15%2,370,664 —— — —
MFC MANULIFE FINL CORP $3,353.05万0.14%976,488 —— — —
VTR VENTAS INC $3,323.16万0.14%406,354 —— — —
VRT VERTIV HOLDINGS CO $3,291.67万0.14%131,362 —— — —
BLK BLACKROCK INC $3,284.91万0.14%34,157 —— — —
PGR PROGRESSIVE CORP $3,277.05万0.14%165,307 —— — —
FSV FIRSTSERVICE CORP NEW $3,148.69万0.13%226,848 —— — —
RMD RESMED INC $3,143.39万0.13%140,030 —— — —
WPM WHEATON PRECIOUS METALS CORP $3,083.25万0.13%235,641 —— — —
STE STERIS PLC $3,066.01万0.13%138,652 —— — —
VLTO VERALTO CORP $3,056.17万0.13%345,643 —— — —
DE DEERE & CO $3,047.45万0.13%54,100 —— — —
ITW ILLINOIS TOOL WKS INC $3,044.69万0.13%116,973 —— — —
BNS BANK NOVA SCOTIA B C $3,014.36万0.13%436,060 —— — —
MPWR MONOLITHIC PWR SYS INC $2,983.86万0.13%27,291 —— — —
STT STATE STR CORP $2,980.77万0.13%235,522 —— — —
SSNC SS&C TECH HLDGS $2,956.30万0.13%437,517 —— — —
ABNB AIRBNB INC $2,939.39万0.13%232,768 —— — —
UAL UNITED AIRLS HLDGS INC $2,888.52万0.12%313,731 —— — —
TYL TYLER TECHNOLOGIES INC $2,877.84万0.12%84,054 —— — —
WELL WELLTOWER INC $2,833.86万0.12%143,334 —— — —
UBER UBER TECHNOLOGIES INC $2,825.81万0.12%392,856 —— — —
GLPI GAMING & LEISURE P $2,786.17万0.12%627,940 —— — —
LOGI LOGITECH INTL S A $2,756.73万0.12%306,134 —— — —
DGX QUEST DIAGNOSTICS INC $2,742.76万0.12%139,951 —— — —
LOW LOWES COS INC $2,730.78万0.12%115,574 —— — —
PLD PROLOGIS INC. $2,728.06万0.12%206,390 —— — —
APP APPLOVIN CORP $2,721.40万0.12%68,377 —— — —
CMCSA COMCAST CORP NEW $2,708.86万0.12%943,525 —— — —
INSM INSMED INC $2,707.50万0.12%165,576 —— — —
HSY HERSHEY CO $2,679.14万0.11%128,873 —— — —
AU ANGLOGOLD ASHANTI PLC $2,619.00万0.11%272,743 —— — —
PSA PUBLIC STORAGE OPER CO $2,610.15万0.11%96,358 —— — —
FDX FEDEX CORP $2,604.32万0.11%73,118 —— — —
HPE HEWLETT PACKARD ENTERPRISE C $2,595.16万0.11%1,089,947 —— — —
FTNT FORTINET INC $2,591.10万0.11%317,070 —— — —
WDC WESTERN DIGITAL CORP $2,582.83万0.11%95,487 —— — —
SHOP SHOPIFY INC $2,570.28万0.11%217,311 —— — —
CRWD CROWDSTRIKE HLDGS INC $2,538.68万0.11%65,026 —— — —
ADP AUTOMATIC DATA PROCESSING IN $2,481.80万0.11%122,148 —— — —
PODD INSULET CORP $2,470.05万0.11%117,711 —— — —
DHR DANAHER CORP DEL $2,463.74万0.11%129,944 —— — —
GLW CORNING INC $2,452.27万0.10%180,354 —— — —
PTGX PROTAGONIST THERAPEUTICS INC $2,449.66万0.10%232,416 —— — —
CME CME GROUP INC $2,438.32万0.10%82,557 —— — —
F FORD MTR CO $2,435.49万0.10%2,110,475 —— — —
DXCM DEXCOM INC $2,367.96万0.10%377,064 —— — —
SNPS SYNOPSYS INC $2,363.61万0.10%59,615 —— — —
BMO BANK MONTREAL MEDIUM $2,351.30万0.10%174,150 —— — —
AME AMETEK INC $2,322.12万0.10%108,328 —— — —
CM CANADIAN IMPERIAL BANK OF CO $2,312.21万0.10%244,750 —— — —
COO COOPER COS INC $2,282.28万0.10%319,201 —— — —
DSGX DESCARTES SYS GROUP INC $2,280.50万0.10%319,404 —— — —
MAR MARRIOTT INTL INC NEW $2,277.91万0.10%69,646 —— — —
TMUS T-MOBILE US INC $2,275.55万0.10%108,344 —— — —
STX SEAGATE TECHNOLOGY HLDNGS PL $2,275.42万0.10%58,082 —— — —
FIX COMFORT SYS USA INC $2,272.44万0.10%16,479 —— — —
BSY BENTLEY SYS INC $2,258.13万0.10%642,977 —— — —
CTAS CINTAS CORP $2,236.64万0.10%132,236 —— — —
NTRS NORTHERN TR CORP $2,229.38万0.10%159,732 —— — —
CI THE CIGNA GROUP $2,210.96万0.09%82,885 —— — —
CMI CUMMINS INC $2,208.95万0.09%41,057 —— — —
AON AON PLC $2,159.37万0.09%66,899 —— — —
AER AERCAP HOLDINGS NV $2,137.31万0.09%155,804 —— — —
SBUX STARBUCKS CORP $2,107.32万0.09%235,218 —— — —
GFF GRIFFON CORP $2,106.96万0.09%289,896 —— — —
MSCI MSCI INC $2,105.53万0.09%39,063 —— — —
GGG GRACO INC $2,062.28万0.09%243,624 —— — —
AEM AGNICO EAGLE MINES LTD $2,055.06万0.09%101,566 —— — —
IDXX IDEXX LABS INC $2,052.42万0.09%36,527 —— — —
MRVL MARVELL TECHNOLOGY INC $2,012.72万0.09%203,203 —— — —