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Avanza Fonder Ab
Avanza Fonder AB is a Stockholm-based asset manager and wholly owned subsidiary of Avanza Bank Holding AB (publ). Founded in 2006, Avanza Fonder manages a suite of 23 funds, including Sweden’s first no-fee index fund, Avanza Zero. The company focuses on providing private clients with low-fee, straightforward investment products, managing both its own funds and collaborating with noted managers such as Amundi, TIN Fonder, ARK Investment Management, and others. It is part of Sweden’s largest online broker and specializes in savings, investments, and pensions. Avanza Fonder employs around 40 professionals and is recognized for innovation in fund management, consistently aiming for value and transparency for its customers.
Investment Strategy
Avanza Fonder focuses on providing private investors with funds that are cheaper, better, and simpler than alternatives, emphasizing low and transparent fund fees to maximize investor returns. The firm's approach includes both internally managed funds and collaborations with external managers, ensuring continuous evaluation and adaptation of investment methods to deliver consistent value. Their offerings span index funds (such as the no-fee Avanza Zero) as well as global and European equity market exposure. The firm’s philosophy centers on streamlined, cost-effective operations and high standards for performance. Collaboration with partners like Northern Trust provides additional trading infrastructure, enhancing efficiency in accessing global markets.
Latest 13F Filing Activity
Avanza Fonder Ab filed their most recent 13F report on Sep 30, 2025 disclosing 421 equity positions with a total 13F market value of $4B. The fund increased holdings in Nvidia Corporation, Apple Inc., Tesla Inc. among other positions. Avanza Fonder Ab reduced exposure to Netflix Inc., Ansys Inc., Intuitive Surgical Inc. among others.
Top Holdings
Equity Positions (421)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
N NVDA | NVIDIA CORPORATION | 11.41% | $440.0M | 2,358,202 | $138.50 | $186.58 | +$97.4M |
A AAPL | APPLE INC | 9.88% | $380.9M | 1,495,794 | $249.04 | $254.63 | +$81.8M |
M MSFT | MICROSOFT CORP | 7.22% | $278.2M | 537,190 | $433.33 | $517.95 | +$29.3M |
A AMZN | AMAZON COM INC | 5.25% | $202.5M | 922,033 | $219.40 | $219.57 | +$6.3M |
T TSLA | TESLA INC | 3.63% | $140.2M | 315,157 | $385.80 | $444.72 | +$42.3M |
Industry Allocation
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