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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
25Q1 调仓
2024-12-31 → 2025-03-31 · 共 150 项
建仓 2
增持 95
减持 50
清仓 3
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
-$857.3M
36,725,347
+7%
增持
AAPL
APPLE INC
-$576.3M
21,546,342
+2%
建仓
LRCX
LAM RESEARCH CORP
+$562.3M
7,902,385
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
GOOGL
ALPHABET INC
-$528.5M
12,529,263
-1%
增持
ABBV
ABBVIE INC
+$327.0M
4,080,287
+36%
增持
AMZN
AMAZON COM INC
-$319.0M
11,216,745
+3%
减持
ANSS
ANSYS INC
-$281.2M
21,394
-97%
增持
GOOG
ALPHABET INC
-$273.7M
7,235,669
+1%
减持
BMY
BRISTOL-MYERS SQUIBB CO
-$272.5M
625,140
-89%
增持
RSG
REPUBLIC SVCS INC
+$265.6M
3,701,385
+18%
增持
AVGO
BROADCOM INC
-$264.6M
6,011,384
+14%
增持
GILD
GILEAD SCIENCES INC
+$245.9M
2,830,047
+267%
增持
MRVL
MARVELL TECHNOLOGY INC
-$229.6M
4,851,424
+4%
清仓
—
ASPEN TECHNOLOGY INC
-$220.4M
0
-100%
增持
AMGN
AMGEN INC
+$216.5M
2,633,149
+13%
增持
CL
COLGATE PALMOLIVE CO
+$208.4M
7,124,635
+40%
增持
LKQ
LKQ CORP
+$207.0M
12,379,490
+47%
减持
CRM
SALESFORCE INC
-$203.1M
2,145,520
-6%
增持
SCHW
SCHWAB CHARLES CORP
+$197.5M
2,660,652
+1956%
增持
PYPL
PAYPAL HLDGS INC
+$194.8M
3,709,106
+638%
减持
TER
TERADYNE INC
-$193.3M
13,951
-99%
增持
EXC
EXELON CORP
+$191.9M
6,219,211
+149%
增持
MA
MASTERCARD INCORPORATED
+$191.6M
2,821,795
+12%
减持
—
LINDE PLC
-$186.7M
1,531,528
-29%
建仓
ANET
ARISTA NETWORKS INC
+$182.9M
2,409,033
增持
DHR
DANAHER CORPORATION
+$181.2M
1,783,535
+129%
增持
WAB
WABTEC
+$181.2M
1,193,747
+588%
增持
CSCO
CISCO SYS INC
+$178.7M
20,962,816
+12%
增持
MCK
MCKESSON CORP
+$174.2M
1,089,007
+12%
减持
EIX
EDISON INTL
-$157.8M
1,593,452
-50%
增持
TSLA
TESLA INC
-$155.9M
1,428,837
+16%
减持
MDLZ
MONDELEZ INTL INC
-$149.9M
2,224,173
-56%
减持
TRV
TRAVELERS COMPANIES INC
-$149.6M
20,250
-97%
增持
PGR
PROGRESSIVE CORP
+$143.8M
1,409,832
+32%
增持
JNJ
JOHNSON & JOHNSON
+$143.1M
6,439,398
+0%
增持
MSFT
MICROSOFT CORP
-$141.5M
13,947,679
+12%
增持
WM
WASTE MGMT INC DEL
+$134.3M
4,290,658
+1%
减持
—
CHECK POINT SOFTWARE TECH LT
-$134.2M
1,222,299
-44%
增持
DGX
QUEST DIAGNOSTICS INC
+$133.2M
1,256,631
+140%
减持
BAX
BAXTER INTL INC
-$127.8M
2,292,874
-68%
增持
MCO
MOODYS CORP
+$126.9M
505,059
+129%
减持
VRTX
VERTEX PHARMACEUTICALS INC
-$126.4M
23,455
-93%
增持
ADBE
ADOBE INC
-$118.0M
1,713,639
+0%
增持
BDX
BECTON DICKINSON & CO
+$116.6M
3,352,907
+18%
增持
DLR
DIGITAL RLTY TR INC
+$115.4M
849,894
+3115%
增持
SYK
STRYKER CORPORATION
+$113.2M
1,259,553
+30%
减持
A
AGILENT TECHNOLOGIES INC
-$110.7M
2,766,541
-14%
减持
MELI
MERCADOLIBRE INC
-$109.9M
83,929
-47%
减持
UNH
UNITEDHEALTH GROUP INC
-$108.7M
233,830
-49%
减持
V
VISA INC
-$102.6M
3,474,180
-15%
减持
SBUX
STARBUCKS CORP
-$102.0M
573,738
-67%
增持
TMUS
T-MOBILE US INC
+$99.7M
1,589,325
+8%
增持
EQH
EQUITABLE HLDGS INC
+$98.4M
3,370,532
+116%
增持
CTAS
CINTAS CORP
+$98.4M
2,617,848
+10%
减持
GTLS
CHART INDS INC
-$97.6M
1,803,857
-1%
减持
CI
THE CIGNA GROUP
+$94.6M
1,919,048
-1%
增持
MRK
MERCK & CO INC
-$94.5M
9,416,070
+0%
增持
PODD
INSULET CORP
+$93.7M
368,594
+5964%
增持
LLY
ELI LILLY & CO
+$92.9M
1,217,371
+5%
增持
WDAY
WORKDAY INC
+$89.2M
1,183,576
+68%
减持
MKSI
MKS INSTRS INC
-$87.3M
2,273,283
-10%
减持
URI
UNITED RENTALS INC
-$86.3M
704,422
-4%
增持
SJM
SMUCKER J M CO
+$85.2M
1,973,013
+45%
增持
LH
LABCORP HOLDINGS INC
+$84.5M
1,427,231
+36%
减持
NKE
NIKE INC
-$83.2M
4,362,676
-8%
增持
CDNS
CADENCE DESIGN SYSTEM INC
-$82.2M
3,213,132
+10%
增持
TTD
THE TRADE DESK INC
-$81.4M
1,444,551
+7%
清仓
MTCH
MATCH GROUP INC NEW
-$78.7M
0
-100%
减持
—
ACCENTURE PLC IRELAND
-$77.9M
677,593
-16%
增持
BRO
BROWN & BROWN INC
+$77.2M
639,864
+2842%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$76.8M
4,098,443
+4%
减持
KVUE
KENVUE INC
-$75.1M
2,787,112
-58%
增持
KR
KROGER CO
+$73.8M
4,759,356
+17%
减持
META
META PLATFORMS INC
-$71.0M
2,095,736
-1%
增持
COR
CENCORA INC
+$70.8M
1,125,202
+4%
增持
ECL
ECOLAB INC
+$70.7M
1,804,304
+11%
增持
AXP
AMERICAN EXPRESS CO
-$70.6M
2,217,784
+1%
增持
—
TRANE TECHNOLOGIES PLC
+$70.5M
1,298,329
+33%
增持
DASH
DOORDASH INC
+$69.2M
2,053,459
+18%
增持
AMT
AMERICAN TOWER CORP NEW
+$68.5M
1,516,898
+7%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$67.4M
2,469,859
+2%
减持
PHM
PULTE GROUP INC
-$67.2M
872,843
-39%
减持
CVS
CVS HEALTH CORP
+$66.2M
4,411,182
-15%
减持
MSCI
MSCI INC
-$65.2M
821,878
-5%
减持
VRSK
VERISK ANALYTICS INC
-$63.8M
402,132
-40%
减持
MTZ
MASTEC INC
-$62.7M
1,794,304
-8%
增持
NEM
NEWMONT CORP
+$62.6M
3,225,837
+29%
减持
—
MEDTRONIC PLC
-$61.1M
1,838,847
-35%
增持
FAST
FASTENAL CO
+$60.6M
1,905,059
+61%
增持
CLX
CLOROX CO DEL
+$59.7M
416,326
+3833%
增持
CCI
CROWN CASTLE INC
+$57.9M
1,644,621
+32%
减持
AEP
AMERICAN ELEC PWR CO INC
-$57.9M
27,569
-96%
增持
RMD
RESMED INC
+$57.2M
732,218
+63%
减持
BABA
ALIBABA GROUP HLDG LTD
+$57.0M
1,289,148
-1%
增持
OC
OWENS CORNING NEW
-$56.6M
2,209,873
+3%
增持
UBER
UBER TECHNOLOGIES INC
+$56.4M
2,651,862
+20%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
-$56.4M
857,438
-13%
减持
FTNT
FORTINET INC
-$55.1M
6,868,076
-8%
增持
DHI
D R HORTON INC
+$55.1M
888,947
+118%
减持
GPN
GLOBAL PMTS INC
-$54.4M
2,852,454
-3%
减持
KHC
KRAFT HEINZ CO
-$53.9M
7,041,772
-20%
减持
KMB
KIMBERLY-CLARK CORP
-$53.6M
2,140,022
-22%
增持
PWR
QUANTA SVCS INC
-$53.2M
826,666
+1%
增持
QCOM
QUALCOMM INC
+$52.8M
2,251,508
+22%
减持
MCD
MCDONALDS CORP
-$52.8M
577,395
-28%
增持
—
NXP SEMICONDUCTORS N V
+$52.1M
608,942
+107%
增持
EW
EDWARDS LIFESCIENCES CORP
+$51.6M
4,911,690
+21%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
+$51.2M
787,984
-2%
清仓
SXT
SENSIENT TECHNOLOGIES CORP
-$51.0M
0
-100%
减持
CAG
CONAGRA BRANDS INC
-$50.2M
10,782,446
-12%
增持
WELL
WELLTOWER INC
+$49.9M
1,531,916
+4%
增持
HCA
HCA HEALTHCARE INC
+$47.2M
868,618
+3%
增持
WMB
WILLIAMS COS INC
+$45.4M
1,428,924
+93%
增持
NOW
SERVICENOW INC
-$45.3M
768,127
+29%
增持
WTRG
ESSENTIAL UTILS INC
+$44.7M
7,368,205
+8%
减持
PLD
PROLOGIS INC.
-$44.3M
78,460
-84%
增持
ROST
ROSS STORES INC
-$44.1M
2,033,726
+3%
增持
PANW
PALO ALTO NETWORKS INC
+$44.0M
2,260,697
+24%
增持
—
SMURFIT WESTROCK PLC
-$43.4M
5,121,729
+2%
增持
DE
DEERE & CO
+$41.6M
281,541
+34%
增持
JPM
JPMORGAN CHASE & CO.
+$40.8M
3,215,142
+5%
增持
FIS
FIDELITY NATL INFORMATION SV
+$40.8M
1,209,506
+100%
增持
FISV
FISERV INC
+$39.8M
1,717,384
+7%
增持
STZ
CONSTELLATION BRANDS INC
+$39.6M
411,162
+150%
减持
SFM
SPROUTS FMRS MKT INC
-$39.1M
2,067,412
-24%
减持
VZ
VERIZON COMMUNICATIONS INC
+$38.7M
8,684,813
-3%
增持
CCK
CROWN HLDGS INC
+$38.5M
1,449,698
+32%
减持
CMCSA
COMCAST CORP NEW
-$37.5M
7,229,213
-10%
增持
EMR
EMERSON ELEC CO
-$37.2M
7,696,005
+10%
增持
TJX
TJX COS INC NEW
+$36.4M
7,422,805
+6%
增持
NFLX
NETFLIX INC
+$36.4M
876,606
+3%
减持
ORCL
ORACLE CORP
-$36.2M
997,436
-4%
增持
HPE
HEWLETT PACKARD ENTERPRISE C
-$35.9M
7,782,868
+7%
减持
CMI
CUMMINS INC
-$35.8M
788,387
-1%
减持
SNX
TD SYNNEX CORPORATION
-$35.7M
899,927
-18%
增持
—
PENTAIR PLC
+$34.7M
680,309
+188%
增持
DELL
DELL TECHNOLOGIES INC
-$34.4M
1,353,868
+0%
增持
LEN
LENNAR CORP
-$33.9M
2,417,511
+7%
增持
CNC
CENTENE CORP DEL
+$33.3M
3,142,009
+21%
增持
AMD
ADVANCED MICRO DEVICES INC
-$32.6M
1,779,785
+2%
增持
OKTA
OKTA INC
+$32.0M
630,486
+52%
减持
APD
AIR PRODS & CHEMS INC
-$31.7M
18,061
-86%
增持
PG
PROCTER AND GAMBLE CO
+$31.0M
3,029,787
+5%
增持
NEE
NEXTERA ENERGY INC
+$30.6M
9,300,039
+5%
增持
CBOE
CBOE GLOBAL MKTS INC
+$30.3M
692,061
+7%
减持
OGN
ORGANON & CO
-$30.2M
4,850,343
-28%
增持
INTU
INTUIT
+$30.2M
670,244
+14%
增持
BKNG
BOOKING HOLDINGS INC
+$30.0M
207,030
+15%
增持
UPS
UNITED PARCEL SERVICE INC
-$29.9M
3,068,927
+5%
增持
IQV
IQVIA HLDGS INC
-$29.4M
1,454,069
+3%
