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Havsfonden B

FundSwedenTraded in SEKSE0018013203
136.67SEK −0.2%
last day · Price as of 13 October 2026

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Past year against the exchange and Super Stock
Havsfonden B+14.4%Stockholm (OMXSPI)+13.2%Super Stock+60.5%
10 October 202513 October 2026
All start at 0 % a year ago, with dividends. Super Stock is our model portfolio: the 20 highest-ranked Nordic stocks on quality, value and trend.

In short

  • Havsfonden B has risen 14.4% over the past year, including dividends.
  • The trend over the past year is better than 50% of funds and ETFs.
  • The largest fall over the past three years was 20.4%. The price is 2.9% below its peak now.

Quality, value and trend

Quality is about the company, value about the price you pay, and trend about the share price. Each pillar shows the numbers it is built on. Quality and value come from the shares the fund owns. We cannot see this fund's holdings yet, so here are its trend and risk.

Quality–
The company · Fundamentals: the accounts
  • Debt to equityBorrowings divided by equity–
  • Asset turnoverSales divided by everything the company owns–
  • Return on equityProfit divided by equity–
  • Cash conversionOperating cash flow divided by profit–

The ranking is built on equity ratio, ROA and how steadily profit grows.

Value–
The price · Valuation: the multiples
  • P/BPrice divided by equity–
  • P/SPrice divided by sales–
  • P/EPrice divided by earnings–
  • P/CFPrice divided by operating cash flow–

The ranking is built on P/E, P/B and P/S.

Trend50
The share price · Technical: the price trend
  • 3 months+0.3%
  • 6 months+6.4%
  • 9 months+11.1%
  • 12 months+14.4%

The ranking is built on 3, 6 and 12–1 months.

Return and risk

1 month
+2.0%
3 years, per year
+10.9%
5 years, per year
–
Year to date
+15.1%
Largest fall, 3 years
−20.4%
From a peak to the bottom
From the peak now
−2.9%
How far the price is from the peak
Volatility, 1 year
10.7%
How much the price swings over a year
Beta, 1 year
0.39
How much the price moves when the market moves

Return with dividends reinvested.

The fund's largest holdings

The fund's figures are calculated from the shares it owns. Tap a share to take a closer look.

  1. APPLIED MATLS INCOutside the Nordics4.9%
  2. VALMONT INDUSTRIES INCOutside the Nordics3.4%
  3. BELIMO HOLDING AG-REGOutside the Nordics3.2%
  4. WALLENIUS WILHELMSEN ASAOslo Børs3.1%
  5. WATERS CORPORATIONOutside the Nordics3.1%
  6. MIDDLESEX WATER COOutside the Nordics3.0%
  7. AMERICAN STATES WATER COOutside the Nordics3.0%
  8. SGS SA-REGOutside the Nordics2.9%
  9. NISSUI CORPORATIONOutside the Nordics2.9%
  10. ENERGIAS DE PORTUGAL SAOutside the Nordics2.8%
Show all 25
  1. IBERDROLA SAOutside the Nordics2.8%
  2. NORDEX SEOutside the Nordics2.8%
  3. TERNA SPAOutside the Nordics2.8%
  4. WATTS WATER TECHNOLOGIES-AOutside the Nordics2.7%
  5. E.ON SE CMN STOCKOutside the Nordics2.7%
  6. INTERN. BUSINESS MACHINES CORPOutside the Nordics2.7%
  7. SSE PLCOutside the Nordics2.7%
  8. ORGANO CORPOutside the Nordics2.6%
  9. EBARA CORPOutside the Nordics2.6%
  10. ENGIE SAOutside the Nordics2.6%
  11. HERA SPAOutside the Nordics2.5%
  12. ORMAT TECHNOLOGIES INCOutside the Nordics2.5%
  13. UNITED UTILITIES GROUP PLCOutside the Nordics2.5%
  14. WARTSILA OYJ ABPNasdaq Helsinki2.5%
  15. HALMA PLCOutside the Nordics2.5%

1 of 10 have their own page with us. We follow Nordic stocks, so companies outside the Nordics have no link. As of 30 June 2026, source Finansinspektionen.

About the fund

Havsfonden B is a fund traded in SEK.

See the full analysis in InvestWiser.

The charts, holdings and the comparison with other funds are in the app.

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