The core of our philosophy is a competent independent in-house analysis, focusing on the absolute return and risks of our investments. We direct our investment activities mainly to areas where we have such in-house capability and expertise. By limiting the number of holdings we facilitate an even deeper analysis whereby each specific analysis can have a significant impact on our performance.
We are dedicated to adding value to Alecta’s portfolio. Our experience tells us that economies of scale in the asset management industry are often lost through unclear focus and that high returns are usually created by specialized organizations. We aim to combine a specialized focus in generating returns whilst also securing low fees, through our size and the respect for our customers’ interests.
The responsibility of managing other people's money demands that we comply with high ethical standards, fully comprehend our assignment and ensure that we are diligent in our daily operations.
Investment portfolio
Alecta is one of the largest investors in the Swedish fixed-income market. Due to the size of the portfolio and the focus on selected parts of the finance market we can operate a cost effective active management with strong resources.
Market value defined benefit portfolio September 30, 2025: SEK 1 042 billion.
| Investments |
Share |
| Fixed Income |
52.9 % |
| Equities |
28.9 % |
| Alternative Investments |
18.3 % |
