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NORDEA INVESTMENT MANAGEMENT AB 13F 持仓明细(2026-03-31) · 小隐寺数据中心
NORDEA INVESTMENT MANAGEMENT AB
报告期 2026-03-31 · CIK 0001218210
持仓数
864
前50大市值合计
$62.19B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
23Q2 调仓
2023-03-31 → 2023-06-30 · 共 150 项
建仓 2
增持 88
减持 60
方向
标的
Δ市值
现股数(环比)
增持
ADBE
ADOBE SYSTEMS INCORPORATED
+$526.7M
2,543,994
+36%
减持
NVDA
NVIDIA CORPORATION
+$404.9M
2,930,813
-3%
增持
JNJ
JOHNSON & JOHNSON
+$401.3M
9,191,069
+27%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
减持
MDLZ
MONDELEZ INTL INC
-$335.1M
7,731,501
-40%
减持
—
MEDTRONIC PLC
-$285.1M
2,761,302
-58%
增持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$278.6M
3,279,665
+461%
减持
AAPL
APPLE INC
+$270.7M
17,232,589
-8%
增持
CAG
CONAGRA BRANDS INC
+$233.6M
14,735,860
+114%
减持
GOOGL
ALPHABET INC
+$222.0M
15,514,883
-4%
增持
META
META PLATFORMS INC
+$215.6M
2,634,967
+2%
增持
MRVL
MARVELL TECHNOLOGY INC
+$211.4M
4,198,164
+366%
增持
LLY
LILLY ELI & CO
+$196.8M
681,840
+93%
减持
IP
INTERNATIONAL PAPER CO
-$186.6M
380,683
-93%
减持
ORCL
ORACLE CORP
-$186.4M
2,009,790
-57%
减持
MSFT
MICROSOFT CORP
+$171.9M
12,430,277
-13%
增持
AMZN
AMAZON COM INC
+$154.0M
5,184,432
+2%
增持
SYY
SYSCO CORP
+$128.1M
1,780,708
+5476%
增持
GOOG
ALPHABET INC
+$127.9M
6,227,427
+1%
增持
ECL
ECOLAB INC
+$122.0M
2,208,853
+27%
减持
CTSH
COGNIZANT TECHNOLOGY SOLUTIO
-$116.1M
232,218
-89%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$110.0M
2,031,252
+33%
增持
ROK
ROCKWELL AUTOMATION INC
+$103.5M
357,135
+680%
减持
CVS
CVS HEALTH CORP
-$101.9M
9,841,828
-6%
增持
CSCO
CISCO SYS INC
+$99.8M
21,638,025
+9%
增持
CI
THE CIGNA GROUP
+$94.5M
2,636,549
+6%
减持
SBUX
STARBUCKS CORP
-$86.0M
3,428,295
-17%
增持
BWA
BORGWARNER INC
+$82.3M
1,711,145
+10047%
增持
CAT
CATERPILLAR INC
+$81.4M
774,490
+61%
减持
BIIB
BIOGEN INC
-$79.4M
139,653
-68%
增持
TJX
TJX COS INC NEW
+$74.0M
4,692,218
+13%
增持
—
ACCENTURE PLC IRELAND
+$73.9M
1,747,461
+6%
减持
AVGO
BROADCOM INC
+$73.2M
323,559
-2%
增持
ROP
ROPER TECHNOLOGIES INC
+$71.1M
750,292
+14%
增持
CRM
SALESFORCE INC
+$70.7M
1,547,360
+18%
减持
—
KELLOGG CO
-$69.5M
18,540
-98%
减持
INTC
INTEL CORP
-$69.5M
1,190,453
-65%
增持
EMR
EMERSON ELEC CO
+$68.3M
5,750,978
+10%
减持
MKC
MCCORMICK & CO INC
-$67.9M
1,476,179
-38%
增持
MCK
MCKESSON CORP
+$66.1M
723,523
+8%
减持
KO
COCA COLA CO
-$62.9M
15,768,943
-3%
减持
GTLS
CHART INDS INC
+$62.8M
2,030,732
-3%
增持
IR
INGERSOLL RAND INC
+$62.5M
1,307,328
+239%
减持
MTZ
MASTEC INC
+$62.5M
2,979,281
-2%
增持
AFL
AFLAC INC
+$60.6M
1,543,379
+112%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$59.9M
12,060,830
-0%
减持
SNPS
SYNOPSYS INC
+$59.5M
1,268,678
-3%
增持
SON
SONOCO PRODS CO
+$57.5M
1,092,809
+854%
减持
—
ASPEN TECHNOLOGY INC
-$54.9M
925,857
-2%
增持
LOW
LOWES COS INC
+$54.1M
1,168,166
+9%
减持
CMCSA
COMCAST CORP NEW
+$54.1M
18,821,032
-4%
建仓
SCI
SERVICE CORP INTL
+$53.3M
820,820
减持
SNOW
SNOWFLAKE INC
-$52.1M
48,895
-88%
增持
GEHC
GE HEALTHCARE TECHNOLOGIES I
+$50.2M
653,418
+2435%
增持
TSLA
TESLA INC
+$50.1M
777,554
+1%
减持
GPN
GLOBAL PMTS INC
-$50.1M
3,534,168
-8%
增持
LEN
LENNAR CORP
+$50.0M
1,598,433
+11%
增持
CMI
CUMMINS INC
+$49.8M
913,207
+24%
增持
—
LAM RESEARCH CORP
+$49.5M
411,970
+0%
增持
DOV
DOVER CORP
+$48.9M
345,328
+3104%
增持
KLAC
KLA CORP
+$46.7M
297,352
+21%
增持
PANW
PALO ALTO NETWORKS INC
+$45.5M
391,018
+43%
减持
TTC
TORO CO
-$43.2M
1,707,928
-12%
减持
NOW
SERVICENOW INC
+$43.1M
432,548
-2%
减持
RSG
REPUBLIC SVCS INC
+$42.1M
3,682,553
-3%
减持
V
VISA INC
-$40.9M
5,258,177
-8%
增持
SE
SEA LTD
+$40.3M
867,240
+694%
增持
AMAT
APPLIED MATLS INC
+$40.3M
1,693,151
+1%
增持
A
AGILENT TECHNOLOGIES INC
+$40.3M
759,882
+106%
增持
—
NXP SEMICONDUCTORS N V
+$40.1M
463,115
+55%
增持
MMM
3M CO
+$39.7M
1,794,972
+33%
增持
PAYC
PAYCOM SOFTWARE INC
+$39.3M
240,333
+95%
减持
DDOG
DATADOG INC
-$38.1M
43,481
-93%
减持
FISV
FISERV INC
-$37.4M
3,778,919
-16%
减持
PG
PROCTER AND GAMBLE CO
-$35.9M
2,481,172
-10%
增持
FTNT
FORTINET INC
+$35.4M
3,675,885
+0%
增持
UNM
UNUM GROUP
+$35.3M
1,174,537
+122%
增持
ADSK
AUTODESK INC
+$34.7M
352,755
+87%
增持
HCA
HCA HEALTHCARE INC
+$34.2M
599,563
+6%
增持
BKNG
BOOKING HOLDINGS INC
+$33.0M
71,721
+17%
减持
URI
UNITED RENTALS INC
+$32.8M
772,397
-3%
增持
FTV
FORTIVE CORP
+$32.5M
461,960
+1651%
增持
PFE
PFIZER INC
-$31.9M
8,364,811
+1%
增持
HD
HOME DEPOT INC
+$31.1M
1,496,437
+0%
减持
AMD
ADVANCED MICRO DEVICES INC
-$30.8M
1,311,672
-30%
增持
UNH
UNITEDHEALTH GROUP INC
+$30.5M
1,887,479
+3%
增持
AIG
AMERICAN INTL GROUP INC
+$30.5M
1,370,722
+42%
减持
ABT
ABBOTT LABS
-$29.9M
774,267
-32%
减持
C
CITIGROUP INC
-$29.8M
5,809,286
-10%
增持
BABA
ALIBABA GROUP HLDG LTD
-$29.1M
1,933,878
+3%
增持
TMO
THERMO FISHER SCIENTIFIC INC
-$28.8M
692,571
+2%
增持
ABNB
AIRBNB INC
+$28.6M
820,192
+32%
增持
TRMB
TRIMBLE INC
+$28.4M
3,605,723
+13%
增持
OC
OWENS CORNING NEW
+$28.3M
669,275
+5%
减持
VZ
VERIZON COMMUNICATIONS INC
-$28.3M
14,095,590
-1%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$27.7M
283,117
+140%
增持
NFLX
NETFLIX INC
+$27.7M
237,467
+6%
增持
CTAS
CINTAS CORP
+$27.6M
438,646
+7%
减持
MA
MASTERCARD INCORPORATED
-$26.9M
2,559,159
-10%
增持
EL
LAUDER ESTEE COS INC
+$26.7M
1,029,303
+46%
减持
MSCI
MSCI INC
-$26.2M
203,805
-7%
减持
—
CHUBB LIMITED
-$25.6M
1,252,575
-7%
减持
MNST
MONSTER BEVERAGE CORP NEW
-$25.4M
4,906,333
-15%
增持
—
AMDOCS LTD
+$25.3M
2,070,733
+9%
减持
AXP
AMERICAN EXPRESS CO
-$24.8M
1,498,499
-15%
减持
PEP
PEPSICO INC
-$24.7M
3,018,149
-6%
增持
SNA
SNAP ON INC
+$24.6M
520,802
+1%
增持
AZO
AUTOZONE INC
+$24.1M
94,508
+9%
建仓
—
SPOTIFY TECHNOLOGY S A
+$23.9M
149,720
增持
VTRS
VIATRIS INC
+$23.9M
2,475,472
+2774%
增持
FDX
FEDEX CORP
+$23.6M
304,275
+31%
减持
—
GENPACT LIMITED
-$23.5M
2,163,749
-6%
减持
TXRH
TEXAS ROADHOUSE INC
-$23.2M
1,843,158
-13%
减持
MS
MORGAN STANLEY
-$22.7M
2,420,298
-10%
减持
ALL
ALLSTATE CORP
-$22.6M
1,097,332
-15%
增持
CARR
CARRIER GLOBAL CORPORATION
+$22.5M
507,290
+766%
减持
—
ACTIVISION BLIZZARD INC
-$22.4M
1,261,531
-17%
增持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$22.3M
4,876,979
+10%
减持
PKG
PACKAGING CORP AMER
-$22.1M
1,783,575
-3%
减持
ALV
AUTOLIV INC
-$21.6M
979,091
-13%
增持
EQIX
EQUINIX INC
+$21.5M
32,661
+462%
减持
ADI
ANALOG DEVICES INC
-$21.5M
232,322
-32%
增持
PHM
PULTE GROUP INC
+$20.9M
630,735
+30%
增持
NUE
NUCOR CORP
+$20.8M
1,031,881
+6%
减持
TTD
THE TRADE DESK INC
-$20.7M
384,836
-54%
减持
—
DISCOVER FINL SVCS
+$20.6M
1,124,157
-1%
增持
HLT
HILTON WORLDWIDE HLDGS INC
+$20.5M
1,605,612
+6%
增持
QRVO
QORVO INC
+$20.5M
240,292
+499%
增持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$19.5M
393,044
+5%
减持
ZD
ZIFF DAVIS INC
-$19.3M
1,545,251
-7%
增持
NKE
NIKE INC
-$19.2M
3,883,528
+4%
减持
WFC
WELLS FARGO CO NEW
+$19.2M
4,489,118
-3%
增持
ABBV
ABBVIE INC
-$19.1M
4,304,351
+15%
增持
IQV
IQVIA HLDGS INC
+$18.8M
643,201
+1%
增持
JKHY
HENRY JACK & ASSOC INC
+$18.6M
469,870
+16%
增持
ZTS
ZOETIS INC
+$18.5M
1,084,898
+5%
增持
GEN
GEN DIGITAL INC
+$18.3M
3,666,216
+24%
增持
CNC
CENTENE CORP DEL
+$18.3M
4,085,087
+3%
减持
—
XP INC
+$18.1M
1,691,671
-6%
减持
INFY
INFOSYS LTD
-$17.8M
4,134,885
-16%
增持
SNX
TD SYNNEX CORPORATION
+$17.7M
1,466,277
+15%
增持
—
TRANE TECHNOLOGIES PLC
+$17.7M
398,064
+24%
减持
EIX
EDISON INTL
-$17.7M
4,521,358
-4%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$17.6M
288,938
+8%
增持
INGR
INGREDION INC
+$17.4M
434,947
+56%
减持
VRSK
VERISK ANALYTICS INC
+$17.2M
649,602
-4%
增持
NTAP
NETAPP INC
+$16.9M
321,167
+161%
增持
APD
AIR PRODS & CHEMS INC
+$16.9M
70,382
+399%
增持
MCHP
MICROCHIP TECHNOLOGY INC.
+$16.4M
816,774
+21%
减持
RF
REGIONS FINANCIAL CORP NEW
-$16.2M
150,609
-85%
增持
MAS
MASCO CORP
+$16.1M
1,746,838
+1%
