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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Swedbank AB ⇄ Storebrand Asset Management As

60Shared positions
57.3%Name overlap (Jaccard)
15+Only Swedbank AB
15+Only Storebrand…

Shared holdings · Q2 2026

SecuritySwedbank AB weightStorebrand Asset… weight
NVDA NVIDIA Corporation 7.5% 6.8%
AAPL Apple Inc. 5.0% 5.9%
MSFT Microsoft Corporation 4.8% 3.7%
AMZN Amazon.com, Inc. 3.4% 3.4%
AVGO Broadcom Inc. 4.3% 2.3%
GOOGL Alphabet Inc. 3.0% 3.0%
GOOG Alphabet Inc. 3.0% 2.6%
MU Micron Technology, Inc. 2.4% 1.7%
AMD Advanced Micro Devices… 2.1% 1.2%
LLY Eli Lilly and Company 1.8% 1.4%
META Meta Platforms, Inc. 1.4% 1.6%
AMAT Applied Materials, Inc. 1.8% 0.9%
JPM JPMorgan Chase & Co. 1.3% 1.4%
LRCX Lam Research Corporation 1.7% 0.9%
V Visa Inc. 0.8% 1.5%
KLAC KLA Corporation 1.4% 0.7%
TSLA Tesla, Inc. 0.2% 1.6%
C Citigroup Inc. 1.2% 0.6%
MA Mastercard Incorporated 0.7% 1.0%
CSCO Cisco Systems, Inc. 0.7% 0.9%
INTC Intel Corp. 0.7% 0.8%
PANW Palo Alto Networks, Inc. 0.7% 0.7%
ADI Analog Devices, Inc. 1.3% 0.1%
BAC Bank of America… 0.7% 0.7%
WM Waste Management, Inc. 0.5% 0.8%
ANET Arista Networks, Inc. 0.9% 0.3%
ABBV AbbVie Inc. 0.6% 0.7%
MRK Merck & Co., Inc. 0.7% 0.5%
STX Seagate Technology… 0.7% 0.4%
UNH UnitedHealth Group… 0.6% 0.5%
PLD Prologis, Inc. 0.8% 0.3%
HD The Home Depot, Inc. 0.6% 0.5%
PWR Quanta Services, Inc. 0.3% 0.7%
JNJ Johnson & Johnson 0.8% 0.2%
CDNS Cadence Design Systems… 0.7% 0.3%
APH Amphenol Corporation 0.7% 0.2%
LIN Linde plc 0.4% 0.5%
NFLX Netflix, Inc. 0.5% 0.4%
GS The Goldman Sachs Group… 0.3% 0.6%
PG The Procter & Gamble… 0.2% 0.6%
BRK-B Berkshire Hathaway Inc. 0.5% 0.3%
TMO Thermo Fisher Scientific… 0.6% 0.3%
KO The Coca-Cola Company 0.2% 0.6%
TSM Taiwan Semiconductor… 0.6% 0.2%
ORCL Oracle Corporation 0.4% 0.3%
MCK McKesson Corporation 0.5% 0.2%
COST Costco Wholesale… 0.5% 0.2%
ICE Intercontinental… 0.4% 0.3%
ABT Abbott Laboratories 0.1% 0.6%
VZ Verizon Communications… 0.3% 0.4%
MRVL Marvell Technology, Inc. 0.4% 0.3%
QCOM QUALCOMM Incorporated 0.4% 0.3%
CRWD CrowdStrike Holdings, Inc. 0.1% 0.5%
NOW ServiceNow, Inc. 0.5% 0.1%
FTNT Fortinet, Inc. 0.5% 0.2%
SPOT Spotify Technology S.A. 0.5% 0.1%
RPRX Royalty Pharma plc 0.5% 0.1%
XYL Xylem Inc. 0.4% 0.2%
MRSH Marsh & McLennan… 0.2% 0.4%
MS Morgan Stanley 0.2% 0.4%
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology