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Portfolio (Quarterly) Guide ↗

NORDEA INVESTMENT MANAGEMENT AB

· CIK 0001218210
13F Portfolio $107.2B AUM 1,994 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 44 New 358 Added 395 Reduced 39 Exited
Page 13 of 20  ·  395 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 PRIM PRIMORIS SVCS CORP Industrials 56,102.0 $7.7M 0.01% -2K -3.8% $137.38 -8.6%
242 ADT ADT INC DEL Industrials 1,184,459.0 $7.7M 0.01% -56K -4.5% $6.48 +5.4%
243 FUL FULLER H B CO Basic Materials 123,620.0 $7.5M 0.01% -5K -3.8% $60.78 +4.7%
244 CATY CATHAY GEN BANCORP Financial Services 152,380.0 $7.5M 0.01% -7K -4.6% $49.28 +16.3%
245 VNT VONTIER CORPORATION Technology 216,764.0 $7.5M 0.01% -11K -4.8% $34.53 -16.4%
246 BOX BOX INC Technology 311,814.0 $7.3M 0.01% -15K -4.6% $23.49 +7.2%
247 SMTC SEMTECH CORP Technology 99,624.0 $7.3M 0.01% -5K -4.6% $73.00 +126.0%
248 HLI HOULIHAN LOKEY INC Financial Services 51,021.0 $7.2M 0.01% -2K -4.0% $141.42 +3.3%
249 ATI ATI INC Industrials 50,456.0 $7.2M 0.01% -2K -4.3% $142.17 +19.1%
250 VCYT VERACYTE INC Healthcare 227,581.0 $7.1M 0.01% -10K -4.3% $31.35 +51.7%
251 FFBC 1ST FINL BANCORP Financial Services 257,498.0 $7.1M 0.01% -11K -4.2% $27.50 +11.7%
252 FIS FIDELITY NATL INFORMATION SV Technology 148,821.0 $7.0M 0.01% -1.3M -89.7% $47.17 -10.8%
253 GSAT GLOBALSTAR INC Communication Services 107,998.0 $7.0M 0.01% -5K -4.1% $64.98 +30.1%
254 IRIDIUM COMMUNICATIONS INC 255,788.0 $7.0M 0.01% -12K -4.4% $27.34
255 PEGA PEGASYSTEMS INC Technology 165,839.0 $6.9M 0.01% -8K -4.6% $41.60 -18.2%
256 LILAK LIBERTY LATIN AMERICA LTD Communication Services 749,443.0 $6.6M 0.01% -31K -4.0% $8.84 -8.1%
257 ZWS ZURN ELKAY WATER SOLNS CORP Industrials 150,997.0 $6.6M 0.01% -6K -4.0% $43.84 +6.8%
258 SO SOUTHERN CO Utilities 67,123.0 $6.4M 0.01% -7K -9.6% $95.48 -3.0%
259 XP XP INC Financial Services 351,674.0 $6.3M 0.01% -171K -32.7% $18.02 -5.5%
260 WT WISDOMTREE INC Financial Services 440,989.0 $6.3M 0.01% -16K -3.6% $14.36 +28.2%
Page 13 of 20  ·  395 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.9%
Healthcare 12.3%
Industrials 12.2%
Financial Services 10.7%
Communication Services 9.0%
Consumer Cyclical 8.7%
Consumer Defensive 4.7%
Utilities 3.4%
Basic Materials 3.2%
Real Estate 1.9%