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Handelsbanken Fonder Ab

CIK:0001398318
Asset Manager
$28M AUM
1,513 holdings
Stockholm, Sweden
Founded:1988
100 employees
Latest filing:Jun 30, 2025

Handelsbanken Fonder AB is a wholly owned subsidiary of Svenska Handelsbanken AB, headquartered in Stockholm, Sweden. Founded in 1988, it is one of the leading asset managers in Sweden, authorized to conduct both securities and alternative investment fund operations. The firm manages more than 100 funds, covering a wide range of asset classes, and serves private individuals, institutions, and corporate clients in Sweden and across the Nordics. The parent Handelsbanken Group, as of 2024, employed over 12,000 people globally, but the specific headcount for Handelsbanken Fonder AB is lower. Sustainability and responsible investing are integral to its fund management philosophy.

Investment Strategy

Handelsbanken Fonder AB focuses on generating long-term financial returns for its clients while prioritizing sustainability and responsible investment. The firm implements a strategy based on three pillars: inclusion (selecting investments that support sustainable development goals), exclusion (avoiding sectors and companies with negative ESG impact), and engagement (actively dialoguing with companies to improve their sustainability practices). Handelsbanken Fonder aims for its portfolios to align with the Paris Agreement and achieve net-zero greenhouse gas emissions by 2040, integrating these goals into its fund selection and management process.

Top Buys
N
NVDANVIDIA CORPORATION COM
+$726.1M
M
MSFTMICROSOFT CORP COM
+$558.3M
A
AVGOBROADCOM INC COM
+$328.9M
N
NFLXNETFLIX INC COM
+$218.8M
M
METAMETA PLATFORMS INC CL A
+$198.8M
Top Sells
U
UNHUNITEDHEALTH GROUP INC COM
-$289.8M
A
AAPLAPPLE INC COM
-$122.0M
E
ENPHENPHASE ENERGY INC COM
-$39.2M
M
MAMASTERCARD INCORPORATED CL A
-$33.5M
G
GPKGRAPHIC PACKAGING HLDG CO COM
-$30.5M

Top Holdings

M
MSFTMICROSOFT CORP COM
+6.7%$1.90B
N
NVDANVIDIA CORPORATION COM
+6.7%$1.88B
A
AAPLAPPLE INC COM
+4.6%$1.31B
A
AVGOBROADCOM INC COM
+2.9%$806.3M
M
METAMETA PLATFORMS INC CL A
+2.7%$762.8M

Equity Positions (1,495)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
M
MSFT
MICROSOFT CORP COM6.73%$1.90B3,810,516$242.28$497.41+$558.3M
N
NVDA
NVIDIA CORPORATION COM6.67%$1.88B11,889,713$35.00$157.99+$726.1M
A
AAPL
APPLE INC COM4.65%$1.31B6,383,364$114.87$205.17-$122.0M
A
AVGO
BROADCOM INC COM2.86%$806.3M2,925,131$85.87$275.65+$328.9M
M
META
META PLATFORMS INC CL A2.71%$762.8M1,033,530$343.27$738.09+$198.8M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+13.2%
SEMICONDUCTORS & RELATED DEVICES
+12.5%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+8.9%
PHARMACEUTICAL PREPARATIONS
+6.2%
SERVICES-BUSINESS SERVICES, NEC
+5.0%