Asa Wallenberg Portfolio
Invests via Lansforsakringar Fondforvaltning AB (publ) | Managed by Asa Wallenberg
Invests via Lansforsakringar Fondforvaltning AB (publ)
Managed by Asa Wallenberg
Automatically Tracked
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Scandinavian investor and governance figure from the Wallenberg industrial-financial dynasty, Asa Wallenberg combines family banking heritage with board and investment experience. Active across private equity, corporate boards and philanthropy, focuses on long-term capital allocation, industrials and financial services; known for strategic governance, cross-border deal experience and stewardship of family holdings; profile relevant to capital markets, M&A and institutional investor networks.
Investment Philosophy & Strategy
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
Draws on multi-generational banking and industrial stewardship to favor concentrated, long‑term equity positions in industrials and financial services, blending active governance with strategic capital allocation. Emphasizes downside protection through board oversight, strong cash flows and franchise durability, and pursues cross-border value creation via M&A and structured private equity deals. Prioritizes patient time horizons, alignment with management, conservative leverage and selective philanthropy-linked investments that reinforce institutional relationships and systemic stability.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
48.07%
Gain +0.02%
Monthly
1.98%
Yearly
26.57%
Drawdown
25.92%
$23.03B
Equity
Holdings
$23.03B
Investment
$18.38B
$5.13B
Profit -$28.44M
Realized
$487.34M
Unrealized
$4.65B
Dividends
$324.13M
Goals
Avg. 83.5% completed goals
Yearly
Gain > 5% 2026
Yearly
Gain < 20% 2026
Today
Compared To Yesterday
Gain
0.02%
Profit
-$28.44M
Win %
63%
This Week
Compared To Last Week
Gain
-0.12%
Profit
-$28.44M
Win %
63%
This Month
Compared to last month
Gain
4.03%
Profit
$891.85M
Win %
63%
This Year
Compared to last year
Gain
3.37%
Profit
$752.32M
Win %
61%
GDS GDS Holdings Ltd. - ADR
+6.2%
+$341,040 
CRCL Circle Internet Group, Inc.
+5.75%
+$137,140.9 
P Everpure Inc.
+5.34%
+$559,050.1 
OKTA Okta Inc.
+5.19%
+$391,657.05 
PLTR Palantir Technologies Inc.
+4.66%
+$5.24M 
MU Micron Technology, Inc.
+4.23%
+$9.99M 
SMCI Super Micro Computer Inc
+4.12%
+$287,101.85 
VLO Valero Energy Corporation
+3.85%
+$388,875.47 
TSLA Tesla, Inc.
+3.8%
+$10.52M 
INTC Intel Corporation
+3.58%
+$4.96M 
LRCX Lam Research Corporation
+3.34%
+$4.38M 
OMC Omnicom Group Inc.
+3.33%
+$252,116.7 
CMCSA Comcast Corp
+2.79%
+$1.06M 
META Meta Platforms Inc Class A
+2.79%
+$10.63M 
FNF Fidelity National Financial, Inc.
+2.73%
+$93,571.4 
BEPC Brookfield Renewable Corporation
+2.49%
+$25,577.13 
EQR Equity Residential
+2.41%
+$165,161.8 
MSTR Strategy Inc.
+2.39%
+$178,135.98 
CCI Crown Castle Inc.
+2.38%
+$238,891.84 
MRVL Marvell Technology, Inc.
+2.35%
+$1.34M 
PYPL PayPal Holdings Inc
+2.35%
+$369,505.09 
KR Kroger Co.
+2.09%
+$286,378.32 
BLK BlackRock, Inc.
+1.89%
+$975,971.38 
CTSH Cognizant Technology Solutions Corporation
+1.87%
+$163,549.05 
EIX Edison International
+1.84%
+$195,655.68 
EXR Extra Space Storage Inc.
+1.8%
+$174,971.94 
SPOT Spotify Technology S.A.
+1.76%
+$680,407.85 
CVNA Carvana Co.
+1.68%
+$231,862.22 
PSA Public Storage Common Stock
+1.59%
+$247,856.42 
BMY Bristol-Myers Squibb Company
+1.49%
+$599,514.6 
UNP Union Pacific Corporation
+1.38%
+$726,478.37 
CM Canadian Imperial Bank of Commerce
+1.24%
+$320,446.5 
WPC W. P. Carey Inc.
+1.13%
+$39,286.4 
WRB W.R. Berkley Corporation
+1.06%
+$51,108.84 
QCOM QUALCOMM Incorporated
+1.05%
+$560,007.36 
LOW Lowe's Companies Inc.
+1.04%
+$388,894.5 
AAPL Apple Inc.
+1%
+$14.27M 
TFII TFI International Inc.
+0.82%
+$20,677.2 
BCE BCE Inc.
+0.82%
+$16,399.28 
GOOGL Alphabet Inc
+0.82%
+$6.21M 
TJX The TJX Companies, Inc.
+0.79%
+$399,381.6 
ACGL Arch Capital Group Ltd
+0.76%
+$85,364.92 
PGR Progressive Corporation
+0.72%
+$275,520 
SCHW Charles Schwab Corporation
+0.66%
+$364,925.52 
BSX Boston Scientific Corporation
+0.53%
+$426,899.16 
EQIX Equinix, Inc.
+0.43%
+$138,220.43 
SPG Simon Property Group, Inc.
+0.41%
+$89,654.11 
SHW The Sherwin-Williams Company
+0.37%
+$97,129.08 
PLD Prologis Inc.
+0.34%
+$139,418.4 
YUM Yum! Brands, Inc.
+0.34%
+$42,856.83 
OKE ONEOK, Inc.
+0.18%
+$31,597.9 
HEI.A Heico Corporation
+0.1%
+$4,762.8 
CHD Church & Dwight Co., Inc.
+0.08%
+$6,071.84 
FWONK Liberty Media Corporation Series C Formula One Group Common Stock
+0.08%
+$5,146.24 
RBLX Roblox Corporation
+0.03%
+$1,786 
A Agilent Technologies Inc.
0%
-$0.88 
ABBV AbbVie Inc.
0%
$0 
ABNB Airbnb, Inc.
0%
$0 
ABT Abbott Laboratories
0%
$0 
ADI Analog Devices, Inc.
0%
+$1.51 
ADBE Adobe Inc.
0%
$0 
ADP Automatic Data Processing Inc.
0%
+$1.26 
ADSK Autodesk, Inc.
0%
+$0.65 
ADM Archer-Daniels-Midland Co
0%
$0 
AEM Agnico Eagle Mines Limited
0%
+$1.65 
AER AerCap Holdings N.V.
0%
$0 
AFL Aflac Inc.
0%
$0 
AFRM Affirm Holdings, Inc.
0%
$0 
AIG American International Group Inc.
0%
$0 
AJG Arthur J. Gallagher & Co.
0%
-$0.78 
ALC Alcon Inc.
0%
$0 
ALLE Allegion plc
0%
$0 
ALL Allstate Corporation
0%
$0 
ALNY Alnylam Pharmaceuticals Inc
0%
$0 
AME Ametek Inc.
0%
+$0.68 
AMGN Amgen Inc.
0%
+$1.65 
AMD Advanced Micro Devices, Inc.
0%
$0 
AMT American Tower Corporation
0%
+$1.46 
AMP Ameriprise Financial, Inc.
0%
-$0.19 
AMZN Amazon.com Inc
0%
$0 
AON Aon plc
0%
$0 
APH Amphenol Corporation
0%
$0 
APD Air Products and Chemicals, Inc.
0%
$0 
APP AppLovin Corporation Class A Common Stock
0%
-$0.72 
APTV Aptiv PLC
0%
$0 
ARES Ares Management Corporation
0%
-$0.65 
ARGX argenx SE American Depositary Receipt
0%
$0 
ASTS AST SpaceMobile, Inc.
0%
$0 
ATO Atmos Energy Corporation
0%
$0 
ATHM Autohome Inc. ADR
0%
$0 
ATR AptarGroup, Inc.
0%
$0 
AVGO Broadcom Inc.
0%
+$20.54 
AVB AvalonBay Communities, Inc.
0%
+$0.44 
AWK American Water Works Company, Inc.
0%
$0 
AVY Avery Dennison Corporation
0%
+$0.02 
AXON Axon Enterprise, Inc.
0%
-$0.72 
AXP American Express Company
0%
$0 
AZO AutoZone Inc.
0%
-$0.1 
AZN AstraZeneca PLC American Depositary Shares
0%
$0 
B BARRICK MINING CORP Common Stock (ABR0)
0%
$0 
BAC Bank of America Corporation
0%
$0 
BALL Ball Corp.
0%
$0 
BAP Credicorp Ltd.
0%
$0 
BBY Best Buy Co., Inc.
0%
$0 
BEIGF BeiGene Ltd.
0%
$0 
BG Bunge Global S.A.
0%
$0 
BIIB Biogen Inc.
0%
$0 
BKNG Booking Holdings Inc.
0%
+$2.37 
BKR Baker Hughes Company
0%
$0 
BMO Bank of Montreal
0%
-$1.6 
BN Brookfield Corporation
0%
$0 
BNS Bank of Nova Scotia
0%
$0 
BRBR BellRing Brands Inc.
0%
$0 
BR Broadridge Financial Solutions, Inc.
0%
$0 
BRO Brown & Brown Inc.
0%
+$0.18 
BURL Burlington Stores Inc.
0%
$0 
BVN Compañía de Minas Buenaventura S.A.A. Sponsored ADR
0%
$0 
BX Blackstone Inc.
0%
$0 
BZ Kanzhun Limited American Depositary Shares
0%
$0 
C Citigroup Inc.
0%
$0 
CAH Cardinal Health Inc.
0%
$0 
CAE CAE Inc.
0%
$0 
CART Maplebear Inc.
0%
$0 
CARR Carrier Global Corporation
0%
$0 
CAT Caterpillar Inc.
0%
$0 
CASY Casey's General Stores Inc.
0%
-$0.27 
CB Chubb Limited
0%
+$1.08 
CBOE Cboe Global Markets Inc.
0%
-$0.35 
CBRE CBRE Group Inc.
0%
+$0.91 
CCEP Coca-Cola Europacific Partners PLC
0%
-$0.15 
CCJ Cameco Corporation
0%
$0 
CDW CDW Corporation
0%
$0 
CDNS Cadence Design Systems, Inc.
0%
$0 
CDNMF EGR Exploration Ltd.
0%
$0 
CDE Coeur Mining, Inc.
0%
$0 
CEG Constellation Energy Corporation
0%
$0 
CFG Citizens Financial Group, Inc.
0%
$0 
CF CF Industries Holdings, Inc.
0%
$0 
CG The Carlyle Group Inc.
0%
$0 
CHKP Check Point Software Technologies Ltd.
0%
+$0.18 
CHTR Charter Communications Inc
0%
$0 
CIB Bancolombia S.A.
0%
$0 
CI The Cigna Group
0%
$0 
CHRW C.H. Robinson Worldwide, Inc.
0%
$0 
CIEN Ciena Corporation
0%
$0 
CINF Cincinnati Financial Corporation
0%
$0 
CL Colgate-Palmolive Company
0%
$0 
CLS Celestica Inc.
0%
+$0.2 
CLX The Clorox Company
0%
$0 
CMG Chipotle Mexican Grill, Inc.
0%
$0 
CMI Cummins Inc.
0%
$0 
CME CME Group Inc.
0%
-$1.35 
CNC Centene Corporation
0%
$0 
CNHI CNH Industrial N.V.
0%
$0 
CNP CenterPoint Energy Inc.
0%
$0 
COF Capital One Financial Corporation
0%
$0 
COIN Coinbase Global, Inc.
0%
+$0.45 
COHR Coherent Corp.
0%
$0 
COO The Cooper Companies, Inc.
0%
$0 
CP Canadian Pacific Kansas City Limited
0%
$0 
CPRT Copart Inc.
0%
$0 
CRBG Corebridge Financial Inc.
0%
$0 
CRDO Credo Technology Group Holding Ltd.
0%
$0 
CRM Salesforce Inc
0%
-$2.45 
CRH CRH plc
0%
$0 
CSGP CoStar Group, Inc.
0%
$0 
CRWD CrowdStrike Holdings, Inc.
0%
$0 
CSL Carlisle Companies Inc.
0%
+$0.12 
CSCO Cisco Systems, Inc.
0%
$0 
CTAS Cintas Corporation
0%
+$1.03 
CSX CSX Corporation
0%
-$1.14 
CTVA Corteva Inc.
0%
$0 
CVS CVS Health Corporation
0%
$0 
CW Curtiss-Wright Corporation
0%
-$0.72 
DAL Delta Air Lines, Inc.
0%
$0 
DASH DoorDash, Inc.
0%
-$1.09 
DB Deutsche Bank AG
0%
$0 
DDOG Datadog, Inc. Class A Common Stock
0%
$0 
DD DuPont de Nemours, Inc.
0%
$0 
DECK Deckers Outdoor Corporation
0%
$0 
DELL Dell Technologies Inc.
0%
$0 
DE Deere & Company
0%
$0 
DHI D.R. Horton, Inc.
0%
-$0.73 
DGX Quest Diagnostics Inc.
0%
$0 
DG Dollar General Corporation
0%
$0 
DIS The Walt Disney Company
0%
$0 
DHR Danaher Corporation
0%
+$1.96 
DKS Dick's Sporting Goods, Inc.
0%
$0 
DLTR Dollar Tree, Inc.
0%
$0 
DLR Digital Realty Trust, Inc.
0%
+$0.21 
DOX Amdocs Limited
0%
$0 
DPZ Domino's Pizza Inc.
0%
$0 
DOW Dow Inc.
0%
$0 
DOV Dover Corporation
0%
-$0.3 
DRI Darden Restaurants, Inc.
0%
$0 
DT Dynatrace, Inc.
0%
$0 
DSGX The Descartes Systems Group Inc.
0%
$0 
DXCM DexCom, Inc.
0%
$0 
EA Electronic Arts Inc.
0%
$0 
EBAY eBay Inc.
0%
$0 
ECL Ecolab Inc.
0%
+$0.77 
ED Consolidated Edison, Inc.
0%
$0 
EFX Equifax Inc.
0%
-$0.38 
EG Everest Group, Ltd.
0%
-$0.11 
EL The Estée Lauder Companies Inc. Class A
0%
$0 
ELV Elevance Health, Inc.
0%
-$0.7 
EME EMCOR Group, Inc.
0%
$0 
EMR Emerson Electric Co.
0%
$0 
ENBFF Enbridge Inc. Preferred Stock 2.983% Perpetual
0%
$0 
ENTG Entegris, Inc.
0%
-$0.07 
ENLT Enlight Renewable Energy Ltd.
0%
-$0.07 
EQX Equinox Gold Corp.
0%
$0 
ES Eversource Energy
0%
$0 
ERIE Erie Indemnity Company
0%
-$0.08 
ESS Essex Property Trust, Inc.
0%
+$0.21 
ETR Entergy Corporation
0%
$0 
ETN Eaton Corporation plc
0%
$0 
EXPD Expeditors International of Washington, Inc.
0%
$0 
EXPE Expedia Group, Inc.
0%
-$0.37 
EXEL Exelixis Inc.
0%
$0 
EXC Exelon Corporation
0%
$0 
F Ford Motor Company
0%
$0 
FCNCA First Citizens BancShares, Inc.
0%
+$0.07 
FCX Freeport-McMoRan Inc.
0%
$0 
FERG Ferguson Enterprises Inc
0%
+$0.46 
FDX FedEx Corporation
0%
+$0.65 
FDS FactSet Research Systems Inc.
0%
+$0.02 
FFIV F5 Inc.
0%
-$0.17 
FICO Fair Isaac Corporation
0%
$0 
FITB Fifth Third Bancorp
0%
+$0.36 
FIS Fidelity National Information Services, Inc.
0%
$0 
FIX Comfort Systems USA, Inc.
0%
$0 
FNV Franco-Nevada Corporation
0%
$0 
FOXA Fox Corporation
0%
$0 
FOX Fox Corporation Class B Common Stock
0%
$0 
FTAI FTAI Aviation Ltd.
0%
$0 
FSLR First Solar, Inc.
0%
$0 
FTI TechnipFMC plc
0%
$0 
FTV Fortive Corporation
0%
$0 
FTS Fortis Inc.
0%
$0 
FUTU Futu Holdings Limited - ADR
0%
$0 
GEN Gen Digital Inc.
0%
$0 
GEHC GE HealthCare Technologies Inc.
0%
$0 
GFS GlobalFoundries Inc.
0%
$0 
GFL GFL Environmental Inc.
0%
$0 
GGG Graco Inc.
0%
$0 
GIB CGI Inc.
0%
$0 
GILD Gilead Sciences Inc.
0%
$0 
GIS General Mills, Inc.
0%
$0 
GM General Motors Company
0%
$0 
GLPI Gaming and Leisure Properties, Inc.
0%
+$0.15 
GLW Corning Incorporated
0%
$0 
GOOG Alphabet Inc
0%
$0 
GPN Global Payments Inc.
0%
$0 
GPC Genuine Parts Company
0%
+$0.19 
GRAB Grab Holdings Limited
0%
$0 
GS The Goldman Sachs Group, Inc.
0%
+$3.61 
GRMN Garmin Ltd.
0%
-$0.49 
GWW W.W. Grainger, Inc.
0%
$0 
H Hyatt Hotels Corporation
0%
$0 
HAL Halliburton Company
0%
$0 
HBAN Huntington Bancshares Incorporated
0%
$0 
HCA HCA Healthcare Inc.
0%
$0 
HD The Home Depot, Inc.
0%
$0 
HIG The Hartford Insurance Group, Inc.
0%
$0 
HLT Hilton Worldwide Holdings Inc.
0%
$0 
HPQ HP Inc.
0%
$0 
HPE Hewlett Packard Enterprise Company
0%
$0 
HOOD Robinhood Markets, Inc.
0%
$0 
HSY The Hershey Company
0%
$0 
HTHT H World Group Limited American Depositary Receipt
0%
$0 
HUBB Hubbell Inc.
0%
-$0.32 
HUM Humana Inc.
0%
+$0.37 
HWM Howmet Aerospace Inc.
0%
$0 
IBN ICICI Bank Limited Sponsored ADR
0%
$0 
IBKR Interactive Brokers Group Inc.
0%
$0 
IBM International Business Machines Corporation
0%
$0 
ICE Intercontinental Exchange, Inc.
0%
$0 
IDXX IDEXX Laboratories, Inc.
0%
-$0.48 
IFF International Flavors & Fragrances Inc.
0%
$0 
IEX IDEX Corporation
0%
$0 
IHG Intercontinental Hotels Group PLC ADR
0%
-$0.55 
ILMN Illumina, Inc.
0%
$0 
IMO Imperial Oil Limited
0%
-$0.32 
INCY Incyte Corporation
0%
$0 
INTU Intuit Inc.
0%
+$0.83 
INVH Invitation Homes Inc.
0%
$0 
IOT Samsara Inc. Class A Common Stock
0%
$0 
IONQ IonQ, Inc.
0%
$0 
IP International Paper Company
0%
$0 
IRM Iron Mountain Inc.
0%
$0 
IQV IQVIA Holdings Inc.
0%
-$0.51 
ISRG Intuitive Surgical, Inc.
0%
+$1.09 
IT Gartner Inc.
0%
-$0.02 
ITW Illinois Tool Works Inc.
0%
-$0.83 
ITUB Itaú Unibanco Holding S.A. Sponsored Preferred ADR
0%
$0 
J Jacobs Solutions Inc.
0%
$0 
JCI Johnson Controls International plc
0%
+$1.91 
JBL Jabil Inc.
0%
$0 
JBHT J.B. Hunt Transport Services, Inc.
0%
$0 
JKS JinkoSolar Holding Co., Ltd. ADR
0%
$0 
JNJ Johnson & Johnson
0%
+$8.53 
JPM JPMorgan Chase & Co.
0%
+$11.68 
KDP Keurig Dr Pepper Inc.
0%
$0 
KEYS Keysight Technologies, Inc.
0%
$0 
KEY KeyCorp
0%
$0 
KHC The Kraft Heinz Company
0%
$0 
KIM Kimco Realty Corporation
0%
$0 
KMI Kinder Morgan, Inc.
0%
$0 
KMB Kimberly-Clark Corporation
0%
$0 
KKR KKR & Co. Inc.
0%
$0 
KLAC KLA Corporation
0%
$0 
KO The Coca-Cola Company
0%
$0 
KVUE Kenvue Inc.
0%
$0 
L Loews Corporation
0%
$0 
LEVI Levi Strauss & Co.
0%
$0 
LEN Lennar Corporation
0%
$0 
LH Labcorp Holdings Inc.
0%
-$0.25 
LII Lennox International Inc.
0%
$0 
LITE Lumentum Holdings Inc.
0%
+$0.69 
LIN Linde plc
0%
+$2.91 
LLY Eli Lilly and Company
0%
-$10.44 
LNG Cheniere Energy Inc.
0%
$0 
LOGI Logitech International S.A.
0%
$0 
LPLA LPL Financial Holdings Inc.
0%
+$0.24 
LULU lululemon athletica inc.
0%
$0 
LYV Live Nation Entertainment, Inc.
0%
$0 
MAA Mid-America Apartment Communities, Inc.
0%
$0 
MA Mastercard Incorporated
0%
+$5 
MAS Masco Corporation
0%
$0 
MAR Marriott International Inc. - Class A
0%
+$0.69 
MCD McDonald's Corporation
0%
-$2.25 
MCHP Microchip Technology Incorporated
0%
$0 
MDB MongoDB Inc.
0%
+$0.23 
MDLZ Mondelez International, Inc.
0%
$0 
MCO Moody's Corporation
0%
$0 
MDT Medtronic plc
0%
$0 
MET MetLife Inc.
0%
$0 
MFC Manulife Financial Corporation
0%
$0 
MGA Magna International Inc.
0%
$0 
MKC McCormick & Company, Incorporated
0%
$0 
MKL Markel Group Inc.
0%
+$0.16 
MLM Martin Marietta Materials, Inc.
0%
-$0.36 
MMM 3M Company
0%
$0 
MNST Monster Beverage Corporation
0%
$0 
MPC Marathon Petroleum Corporation
0%
$0 
MRK Merck & Co., Inc.
0%
$0 
MS Morgan Stanley
0%
$0 
MSCI MSCI Inc.
0%
-$0.01 
MSFT Microsoft Corp.
0%
+$26.5 
MSI Motorola Solutions, Inc.
0%
+$0.5 
MTB M&T Bank Corporation
0%
$0 
MTD Mettler-Toledo International Inc.
0%
-$0.19 
MTZ MasTec, Inc. Common Stock
0%
+$0.14 
NBIX Neurocrine Biosciences Inc.
0%
-$0.27 
NDAQ Nasdaq, Inc.
0%
$0 
NDSN Nordson Corporation
0%
-$0.16 
NEE NextEra Energy, Inc.
0%
$0 
NET Cloudflare Inc.
0%
-$0.95 
NFLX Netflix, Inc.
0%
$0 
NKE Nike, Inc. - Class B
0%
$0 
NJR New Jersey Resources Corporation
0%
$0 
NLY Annaly Capital Management, Inc.
0%
$0 
NOW ServiceNow, Inc.
0%
$0 
NRG NRG Energy, Inc.
0%
$0 
NSC Norfolk Southern Corporation
0%
$0 
NTCXF Natcore Technology Inc.
0%
$0 
NTAP NetApp, Inc.
0%
-$0.18 
NTRS Northern Trust Corporation
0%
$0 
NUE Nucor Corporation
0%
$0 
NU Nu Holdings Ltd.
0%
$0 
NVDA NVIDIA Corporation
0%
$0 
NVMI Nova Ltd.
0%
+$0.07 
NVR NVR, Inc.
0%
$0 
NXPI NXP Semiconductors N.V.
0%
$0 
NWSA News Corporation
0%
$0 
O Realty Income Corporation
0%
$0 
ODFL Old Dominion Freight Line, Inc.
0%
$0 
ON ON Semiconductor Corporation
0%
$0 
ORCL Oracle Corporation
0%
$0 
ORLY O'Reilly Automotive Inc.
0%
$0 
OTIS Otis Worldwide Corporation
0%
$0 
PAAS Pan American Silver Corp.
0%
$0 
PANW Palo Alto Networks, Inc.
0%
-$4.39 
PAYX Paychex Inc.
0%
$0 
PBA Pembina Pipeline Corporation
0%
$0 
PCAR PACCAR Inc.
0%
+$0.31 
PCG PG&E Corporation
0%
$0 
PEG Public Service Enterprise Group Incorporated
0%
$0 
PEP PepsiCo, Inc.
0%
$0 
PFG Principal Financial Group, Inc.
0%
$0 
PFE Pfizer Inc.
0%
$0 
PG Procter & Gamble Co
0%
-$1.42 
PH Parker-Hannifin Corporation
0%
$0 
PHM PulteGroup Inc.
0%
$0 
PKG Packaging Corporation of America
0%
$0 
PNR Pentair plc
0%
$0 
PNFP Pinnacle Financial Partners Inc.
0%
$0 
PNC The PNC Financial Services Group, Inc.
0%
-$0.99 
PODD Insulet Corporation
0%
+$0.03 
PPG PPG Industries Inc.
0%
$0 
PRU Prudential Financial, Inc.
0%
$0 
PTC PTC Inc.
0%
-$0.36 
QGEN QIAGEN N.V.
0%
$0 
QSR Restaurant Brands International Inc.
0%
$0 
RACE Ferrari N.V.
0%
+$0.46 
RBA Rb Global Inc.
0%
$0 
RCI Rogers Communications Inc.
0%
$0 
RCL Royal Caribbean Group
0%
$0 
REG Regency Centers Corporation
0%
$0 
REGN Regeneron Pharmaceuticals, Inc.
0%
+$0.31 
RF Regions Financial Corporation
0%
$0 
RKLB Rocket Lab Corporation
0%
$0 
RJF Raymond James Financial Inc.
0%
+$0.52 
RIVN Rivian Automotive, Inc.
0%
$0 
RMD ResMed Inc.
0%
$0 
RKT Rocket Companies, Inc. Class A
0%
$0 
ROP Roper Technologies Inc.
0%
-$0.24 
ROL Rollins, Inc.
0%
$0 
ROK Rockwell Automation, Inc.
0%
-$0.33 
RPRX Royalty Pharma plc
0%
$0 
RPM RPM International Inc.
0%
$0 
RSG Republic Services, Inc.
0%
+$0.61 
RYAAY Ryanair Holdings plc American Depositary Receipt
0%
$0 
RY Royal Bank of Canada
0%
$0 
SATS EchoStar Corporation
0%
$0 
SBAC SBA Communications Corporation
0%
-$0.07 
SBUX Starbucks Corporation
0%
$0 
SCCO Southern Copper Corporation
0%
$0 
SE Sea Ltd.
0%
$0 
SHOP Shopify Inc.
0%
$0 
SLF Sun Life Financial Inc.
0%
$0 
SNA Snap-on Inc.
0%
$0 
SNOW Snowflake Inc.
0%
$0 
SNPS Synopsys, Inc.
0%
-$0.57 
SOFI SoFi Technologies, Inc.
0%
$0 
SPGI S&P Global Inc.
0%
-$2.12 
SRE Sempra
0%
$0 
SSNC SS&C Technologies Holdings Inc.
0%
$0 
STT State Street Corp
0%
$0 
STNE StoneCo Ltd.
0%
$0 
STM STMicroelectronics N.V.
0%
$0 
STLD Steel Dynamics Inc.
0%
+$0.41 
STN Stantec Inc.
0%
$0 
STX Seagate Technology Holdings plc
0%
-$1.37 
SUI Sun Communities Inc.
0%
$0 
STZ Constellation Brands, Inc.
0%
-$0.42 
SYK Stryker Corporation
0%
+$0.81 
SYF Synchrony Financial
0%
$0 
SYY Sysco Corporation
0%
$0 
T AT&T Inc.
0%
$0 
TD The Toronto-Dominion Bank
0%
$0 
TDY Teledyne Technologies Incorporated
0%
+$0.1 
TDG TransDigm Group Inc.
0%
+$0.33 
TEAM Atlassian Corporation Class A
0%
-$0.54 
TECK Teck Resources Ltd.
0%
$0 
TER Teradyne, Inc.
0%
+$0.43 
TEL TE Connectivity plc
0%
$0 
TFC Truist Financial Corporation
0%
$0 
TEVA Teva Pharmaceutical Industries Ltd. ADR
0%
$0 
TIGO Millicom International Cellular S.A.
0%
$0 
TMUS T-Mobile US, Inc.
0%
$0 
TME Tencent Music Entertainment Group
0%
$0 
TMO Thermo Fisher Scientific Inc.
0%
-$1.32 
TOST Toast Inc.
0%
-$0.14 
TPL Texas Pacific Land Corporation
0%
+$0.22 
TPR Tapestry Inc.
0%
-$0.61 
TRMB Trimble Inc.
0%
$0 
TRGP Targa Resources Corp.
0%
-$0.62 
TRP TC Energy Corporation
0%
$0 
TROW T. Rowe Price Group, Inc.
0%
$0 
TREX Trex Company, Inc.
0%
$0 
TRI Thomson Reuters Corp.
0%
$0 
TSCO Tractor Supply Company
0%
$0 
TRU TransUnion
0%
$0 
TSMWF Taiwan Semiconductor Manufacturing Company Limited
0%
$0 
TT Trane Technologies plc
0%
$0 
TSN Tyson Foods Inc.
0%
$0 
TTWO Take-Two Interactive Software, Inc.
0%
$0 
TU TELUS Corporation
0%
$0 
TW Tradeweb Markets Inc.
0%
$0 
TWLO Twilio Inc.
0%
$0 
TXN Texas Instruments Inc
0%
$0 
TYL Tyler Technologies Inc.
0%
$0 
UAL United Airlines Holdings, Inc.
0%
$0 
UBS UBS Group AG
0%
$0 
UBER Uber Technologies, Inc.
0%
$0 
ULTA Ulta Beauty Inc.
0%
-$0.14 
UL Unilever PLC Sponsored American Depositary Receipt
0%
$0 
UPS United Parcel Service, Inc.
0%
$0 
URI United Rentals, Inc.
0%
-$3.16 
USB U.S. Bancorp
0%
$0 
UTHR United Therapeutics Corporation
0%
$0 
V Visa Inc. Class A
0%
-$7.98 
VEEV Veeva Systems Inc.
0%
$0 
VICI Vici Properties Inc.
0%
$0 
VIPS Vipshop Holdings Ltd - ADR
0%
$0 
VMC Vulcan Materials Company
0%
$0 
VLTO Veralto Corporation
0%
$0 
VRTX Vertex Pharmaceuticals Incorporated
0%
+$1.59 
VRSK Verisk Analytics Inc.
0%
$0 
VRT Vertiv Holdings Co
0%
+$1.1 
VTR Ventas Inc.
0%
-$0.3 
VZ Verizon Communications Inc.
0%
$0 
WAB Wabtec Corporation
0%
-$0.52 
WBD Warner Bros. Discovery, Inc.
0%
$0 
WCN Waste Connections Inc.
0%
$0 
WAT Waters Corporation
0%
$0 
WDAY Workday Inc.
0%
+$0.66 
WDC Western Digital Corporation
0%
-$1.09 
WELL Welltower Inc.
0%
$0 
WFC Wells Fargo & Company
0%
$0 
WM Waste Management, Inc.
0%
-$4.59 
WMB The Williams Companies, Inc.
0%
$0 
WPM Wheaton Precious Metals Corp.
0%
$0 
WST West Pharmaceutical Services, Inc.
0%
-$0.23 
WSO Watsco Inc.
0%
$0 
WTW Willis Towers Watson Public Limited Company
0%
-$0.3 
WY Weyerhaeuser Company
0%
$0 
XP Xp Inc.
0%
$0 
XPO XPO Inc.
0%
$0 
XYL Xylem Inc.
0%
$0 
YUMC Yum China Holdings Inc.
0%
$0 
ZBH Zimmer Biomet Holdings, Inc.
0%
$0 
ZM Zoom Video Communications, Inc.
0%
$0 
ZTS Zoetis Inc.
0%
$0 
ZS Zscaler Inc.
0%
-$0.33 
KSPI JSC Kaspi.kz American Depositary Receipt
0%
$0 
APO Apollo Global Management, Inc.
0%
$0 
RDDT Reddit Inc Class A
0%
$0 
ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB)
0%
$0 
CPAY Corpay, Inc.
0%
+$0.19 
FISV Fiserv, Inc.
0%
$0 
GEV GE Vernova Inc.
0%
-$1.36 
FER Ferrovial SE
0%
$0 
SW Smurfit WestRock PLC
0%
$0 
NBIS Nebius Group N.V.
0%
$0 
XYZ Block, Inc.
0%
$0 
CRWV CoreWeave, Inc.
0%
$0 
JBS JBS N.V.
0%
$0 
AMRZ Amrize Ltd.
0%
$0 
AUGO Aura Minerals Inc.
0%
$0 
Q Qnity Electronics Inc.
0%
-$0.09 
EMBJ Embraer S.A. Sponsored American Depositary Receipt
0%
$0 
AXIA AXIA Energia Sponsored ADR Preferred
0%
$0 
MICC The Magnum Ice Cream Company N.V.
0%
$0 
MRSH Marsh & McLennan Companies, Inc.
0%
$0 
SUNB Sunbelt Rentals Holdings, Inc.
0%
$0 AXIA
AXIAPRC
0%
$0 
BNY BlackRock New York Municipal Income Trust
0%
+$2.14 G200
G2004J103
0%
$0 
WSE Wise Plc
0%
$0 
OCTV Octave Intelligence plc Class B Ordinary Shares
0%
$0 
FDXF FedEx Freight Holding Company Inc.
0%
-$0.33 BAM
BAM
-7.35%
-$257,831.48 
INSM Insmed Inc.
-4.5%
-$377,450.15 
MPWR Monolithic Power Systems, Inc.
-4.38%
-$893,365.52 
ANET Arista Networks, Inc.
-3.27%
-$4.21M 
NEM Newmont Corporation
-3.1%
-$1.48M 
AU AngloGold Ashanti plc
-2.91%
-$221,476.35 
MCK McKesson Corporation
-2.51%
-$864,209.66 
AMAT Applied Materials, Inc.
-2.48%
-$3.38M 
KGC Kinross Gold Corporation
-2.29%
-$273,528.99 
TAL Tal Education Group
-2.27%
-$14,040 
AGI Alamos Gold Inc.
-2.03%
-$149,175.68 
LEGN Legend Biotech Corporation American Depositary Shares
-1.84%
-$4,180 
FAST Fastenal Co.
-1.69%
-$308,690.8 
NTRA NATERA INC (Common Stock) – ticker 45E
-1.64%
-$210,203.99 
UNH UnitedHealth Group Incorporated
-1.61%
-$1.92M 
RVMD Revolution Medicines Inc.
-1.59%
-$157,920.44 
ROST Ross Stores, Inc.
-1.32%
-$305,456.76 
GE General Electric Company
-1.28%
-$1.79M 
WSM Williams-Sonoma, Inc.
-1.1%
-$97,215.47 
SLB Schlumberger Limited
-1.04%
-$244,128.5 
FN Fabrinet
-0.94%
-$43,330.21 
ACN Accenture plc Class A
-0.92%
-$313,122.15 
BDX Becton, Dickinson and Company
-0.88%
-$139,239.24 
TTE TotalEnergies SE
-0.74%
-$484,477.5 
IR Ingersoll Rand Inc.
-0.57%
-$56,691.36 
RS Reliance Inc.
-0.46%
-$30,005.49 
HEI Heico Corporation
-0.41%
-$70,022.71 
GIL Gildan Activewear Inc.
-0.4%
-$9,694.27 
BE Bloom Energy Corporation
-0.4%
-$77,139.22 
AMCR Amcor plc
-0.39%
-$25,203.24 
WMT Walmart Inc.
-0.25%
-$381,110.19 
STE STERIS plc
-0.22%
-$11,654.92 
FLEX Flex Ltd.
-0.18%
-$18,677.61 
BRK-B Berkshire Hathaway Inc.
-0.02%
-$25,028.16 
PDD PDD Holdings Inc. American Depositary Shares
-0.01%
-$439.78 
MELI MercadoLibre, Inc.
0%
-$1,527.17 
COST Costco Wholesale Corporation
0%
-$540.79 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 3426 | Longs Won 1973/3426 57% | Profit Factor 4.91 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $18.08M |
| Average Win $3.27M | Best Trade (Aug 28) $740.74M | Sharpe Ratio -11.13 |
| Average Loss -$903,420.63 | Worst Trade (Aug 17) -$92.25M | Z-Score 8.18 (100%) |
| Commissions $0 | Avg. Trade Length 9m 4w 1d | Expectancy $1.5M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% |
| Consecutive Losing Trades | 25,641 | 23,077 | 20,513 | 17,949 | 15,385 | 12,821 | 10,256 | 7,692 | 5,128 | 2,564 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| A Agilent Technologies Inc. | 88,456 | $11.89M | $13.11M | - | $1.23M | 10.31% | 0.0 |
| AAPL Apple Inc. | 4.74M | $1.06B | $1.45B | - | $388.9M | 36.75% | +0.996% |
| ABBV AbbVie Inc. | 583,795 | $108.33M | $145.22M | - | $36.9M | 34.06% | 0.0 |
| ABNB Airbnb, Inc. | 125,141 | $14.96M | $22.54M | - | $7.58M | 50.67% | 0.0 |
| ABT Abbott Laboratories | 534,128 | $70.76M | $59.24M | - | -$11.52M | -16.27% | 0.0 |
| ACGL Arch Capital Group Ltd | 115,358 | $10.68M | $11.31M | - | $625,484.68 | 5.85% | +0.761% |
| ACN Accenture plc Class A | 189,771 | $66M | $33.87M | - | -$32.13M | -48.68% | -0.916% |
| ADBE Adobe Inc. | 126,359 | $56M | $32.7M | - | -$23.3M | -41.61% | 0.0 |
| ADI Analog Devices, Inc. | 151,215 | $30.89M | $58.13M | - | $27.24M | 88.18% | 0.0 |
| ADM Archer-Daniels-Midland Co | 192,637 | $14.56M | $15.36M | - | $803,466.53 | 5.52% | 0.0 |
| ADP Automatic Data Processing Inc. | 125,802 | $38.34M | $33.88M | - | -$4.45M | -11.62% | 0.0 |
| ADSK Autodesk, Inc. | 65,458 | $17.36M | $16.33M | - | -$1.02M | -5.9% | 0.0 |
| AEM Agnico Eagle Mines Limited | 165,004 | $20.95M | $30.56M | - | $9.61M | 45.88% | 0.0 |
| AER AerCap Holdings N.V. | 60,156 | $5.86M | $9.04M | - | $3.17M | 54.12% | 0.0 |
| AFL Aflac Inc. | 140,766 | $15.66M | $16.99M | - | $1.34M | 8.55% | 0.0 |
| AFRM Affirm Holdings, Inc. | 83,445 | $6.2M | $6.12M | - | -$70,155.64 | -1.13% | 0.0 |
| AGI Alamos Gold Inc. | 219,376 | $6.36M | $7.21M | - | $849,844.39 | 13.37% | -2.028% |
| AIG American International Group Inc. | 165,956 | $14.43M | $12.64M | - | -$1.79M | -12.41% | 0.0 |
| AJG Arthur J. Gallagher & Co. | 77,934 | $26.73M | $19.91M | - | -$6.83M | -25.53% | 0.0 |
| ALAB ASTERA LABS INC COMMON STOCK (Ticker: 1ALAB) | 40,269 | $6.68M | $12.84M | - | $6.15M | 92.05% | 0.0 |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Asa Wallenberg?
The largest contributions to the portfolio's profits come from the following stocks: Seagate Technology Holdings plc - $73.51M, Alphabet Inc - $68.66M, NVIDIA Corporation - $64.18M, Citigroup Inc - $46.04M, and CrowdStrike Holdings, Inc - $36.92M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Zoetis Inc - $22.64M, Salesforce Inc - $14.5M, General Mills, Inc - $13.66M, The Trade Desk, Inc. Class A - $13.52M, and Fortune Brands Innovations Inc - $11.04M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Asa Wallenberg's portfolio generate?
The portfolio generates substantial dividend income, with a total of $324.13M earned over time. The largest contributors to dividend income include Verizon Communications Inc - $11.85M, Microsoft Corp - $11.71M, JPMorgan Chase & Co - $9.81M, Pfizer Inc - $7.7M, and Apple Inc - $7.66M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Asa Wallenberg's monthly returns?
Asa Wallenberg's monthly returns appear quite volatile. The gap between stronger and weaker months is meaningful, which suggests that the strategy can experience noticeable swings over relatively short periods. For users assessing this profile, that usually means returns may be attractive over time, but the path can be uneven and harder to tolerate during weaker periods.
Can Asa Wallenberg's strategy be considered aggressive or moderate?
Asa Wallenberg's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Asa Wallenberg's strategy?
Asa Wallenberg's strategy is unlikely to be suitable for beginners. The portfolio shows signs of high risk, significant volatility, or structural complexity, which can make it difficult to follow and potentially stressful for less experienced users. This type of approach is generally better suited to more advanced investors.
