{"id":77240,"date":"2025-11-10T18:11:11","date_gmt":"2025-11-10T18:11:11","guid":{"rendered":"https:\/\/www.europesays.com\/se\/77240\/"},"modified":"2025-11-10T18:11:11","modified_gmt":"2025-11-10T18:11:11","slug":"kungen-ager-alla-storbanker-utom-en-investor-familjens-favorit","status":"publish","type":"post","link":"https:\/\/www.europesays.com\/se\/77240\/","title":{"rendered":"Kungen \u00e4ger alla storbanker utom en \u2013 Investor familjens favorit"},"content":{"rendered":"

Kung Carl XVI<\/strong>\u00a0Gustafs<\/strong>\u00a0portf\u00f6lj\u00a0Gallierafonden\u00a0<\/strong>\u00e4r nu v\u00e4rd 74,7 Mkr.<\/p>\n

Den omfattar 17 bolag, vilket \u00e4r ett f\u00e4rre\u00a0\u00e4n f\u00f6rra \u00e5ret\u00a0\u2013 men betydligt fler \u00e4n vid millennieskiftet d\u00e5 innehaven endast var fyra.<\/p>\n

Inga kungliga lastbilar<\/p>\n

Ansvarig f\u00f6r fonden \u00e4r hovets \u00f6verintendent\u00a0Jan Lindman<\/strong>. Han f\u00f6rvaltar med tv\u00e4ra kast: n\u00e4r ett bolag plockas in eller ut s\u00e5 g\u00f6rs det rej\u00e4lt.<\/p>\n

I augusti dumpades allt i\u00a0Volvo\u00a0<\/strong>till ett v\u00e4rde om 2,46 Mkr, enligt Holdings. Sedan slutet av augusti har lastbilstillverkarens aktie tappat 9%, med andra ord en lyckad avyttring hittills.<\/p>\n

Under \u00e5ret har \u00e4ven\u00a0SKF<\/strong>\u00a0och\u00a0Electrolux<\/strong>\u00a0kastats ut ur Gallierafonden. De sista\u00a0SKF-aktierna avyttrades under mars och\u00a0Electrolux\u00a0s\u00e5ldes redan i januari, f\u00f6r 3,8 respektive 1,1 Mkr.\u00a0Electrolux\u00a0\u00e4r ner 36% hittills i \u00e5r.\u00a0SKF\u00a0har d\u00e4remot haft en b\u00e4ttre b\u00f6rsresa och lyft 24% sedan \u00e5rsskiftet.<\/p>\n

Alla storbanker utom en<\/p>\n

Portf\u00f6ljen har ocks\u00e5 f\u00e5tt \u00e5terse en gammal v\u00e4n. Efter att ha kastats ut i mars 2024 plockades\u00a0Handelsbanken<\/strong>\u00a0in igen, n\u00e5gon g\u00e5ng i juni. Gallierafonden k\u00f6pte 33 000 aktier v\u00e4rda 4,14 Mkr i familjen\u00a0Lundbergs\u00a0<\/strong>bank. D\u00e4rmed kvalar aktien in som det \u00e5ttonde st\u00f6rsta innehavet i konungens portf\u00f6lj.<\/p>\n

Men Handelsbanken \u00e4r inte n\u00f6dv\u00e4ndigtvis favoriten i sektorn. Aktieposterna i b\u00e5de\u00a0Nordea<\/strong>\u00a0och\u00a0SEB<\/strong>\u00a0\u00e4r st\u00f6rre.\u00a0Swedbank<\/strong>\u00a0\u00e4r den enda svenska storbanken som inte finns bland innehaven.<\/p>\n

\u00c4ven\u00a0Sandvik<\/strong>\u00a0har plockats in i v\u00e4rmen igen. Efter att i b\u00f6rjan av 2024 ha avyttrat allt i verkstadsj\u00e4tten, k\u00f6ptes 18 000 aktier i januari i \u00e5r. I dag \u00e4r posten v\u00e4rd 5,2 Mkr.<\/p>\n

I \u00f6vrigt har kungens fond k\u00f6pt aktier i b\u00e5de\u00a0Alfa Laval\u00a0<\/strong>och i\u00a0Atlas Copco<\/strong>. Det r\u00f6r sig om aktiek\u00f6p v\u00e4rda drygt 1,4 Mkr i respektive bolag.<\/p>\n

Gallierafondens innehav<\/p>\n\n

Bolag<\/p>\n

Aktier<\/p>\n

V\u00e4rde (Mkr)<\/p>\n

Andel av portf\u00f6ljen<\/p>\n<\/tr>\n\n\n

Investor<\/p>\n<\/td>\n\n

43 300<\/p>\n<\/td>\n\n

13,7<\/p>\n<\/td>\n\n

18%<\/p>\n<\/td>\n<\/tr>\n\n\n

Industriv\u00e4rden<\/p>\n<\/td>\n\n

23 000<\/p>\n<\/td>\n\n

9,2<\/p>\n<\/td>\n\n

12%<\/p>\n<\/td>\n<\/tr>\n\n\n

Nordea Bank<\/p>\n<\/td>\n\n

45 000<\/p>\n<\/td>\n\n

7,2<\/p>\n<\/td>\n\n

10%<\/p>\n<\/td>\n<\/tr>\n\n\n

Essity<\/p>\n<\/td>\n\n

24 999<\/p>\n<\/td>\n\n

6,7<\/p>\n<\/td>\n\n

9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Sandvik<\/p>\n<\/td>\n\n

18 000<\/p>\n<\/td>\n\n

5,2<\/p>\n<\/td>\n\n

7%<\/p>\n<\/td>\n<\/tr>\n\n\n

SEB<\/p>\n<\/td>\n\n

26 000<\/p>\n<\/td>\n\n

4,7<\/p>\n<\/td>\n\n

6%<\/p>\n<\/td>\n<\/tr>\n\n\n

Alfa Laval<\/p>\n<\/td>\n\n

9 600<\/p>\n<\/td>\n\n

4,3<\/p>\n<\/td>\n\n

6%<\/p>\n<\/td>\n<\/tr>\n\n\n

Handelsbanken<\/p>\n<\/td>\n\n

33 000<\/p>\n<\/td>\n\n

4,1<\/p>\n<\/td>\n\n

6%<\/p>\n<\/td>\n<\/tr>\n\n\n

Securitas<\/p>\n<\/td>\n\n

27 000<\/p>\n<\/td>\n\n

3,9<\/p>\n<\/td>\n\n

5%<\/p>\n<\/td>\n<\/tr>\n\n\n

Atlas Copco<\/p>\n<\/td>\n\n

26 600<\/p>\n<\/td>\n\n

3,7<\/p>\n<\/td>\n\n

5%<\/p>\n<\/td>\n<\/tr>\n\n\n

Medicover<\/p>\n<\/td>\n\n

14 600<\/p>\n<\/td>\n\n

3,5<\/p>\n<\/td>\n\n

5%<\/p>\n<\/td>\n<\/tr>\n\n\n

Hexagon<\/p>\n<\/td>\n\n

22 000<\/p>\n<\/td>\n\n

2,6<\/p>\n<\/td>\n\n

3%<\/p>\n<\/td>\n<\/tr>\n\n\n

Epiroc<\/p>\n<\/td>\n\n

10 500<\/p>\n<\/td>\n\n

1,8<\/p>\n<\/td>\n\n

3%<\/p>\n<\/td>\n<\/tr>\n\n\n

Getinge<\/p>\n<\/td>\n\n

6 000<\/p>\n<\/td>\n\n

1,3<\/p>\n<\/td>\n\n

2%<\/p>\n<\/td>\n<\/tr>\n\n\n

H&M<\/p>\n<\/td>\n\n

7 200<\/p>\n<\/td>\n\n

1,3<\/p>\n<\/td>\n\n

2%<\/p>\n<\/td>\n<\/tr>\n\n\n

Skanska<\/p>\n<\/td>\n\n

4 200<\/p>\n<\/td>\n\n

1<\/p>\n<\/td>\n\n

1%<\/p>\n<\/td>\n<\/tr>\n\n\n

Arjo<\/p>\n<\/td>\n\n

18 000<\/p>\n<\/td>\n\n

0,6<\/p>\n<\/td>\n\n

1%<\/p>\n<\/td>\n<\/tr>\n

K\u00e4lla: Holdings<\/p>\n

Kungabarnens portf\u00f6lj<\/p>\n

Kronprinsessan\u00a0Victoria<\/strong>, prins\u00a0Carl-Philip<\/strong>\u00a0och prinsessan\u00a0Madeleine<\/strong>\u00a0har i sin tur en gemensam portf\u00f6lj.<\/p>\n

Gluonen<\/strong>\u00a0\u00e4r v\u00e4rd strax under 70 Mkr och f\u00f6rvaltas, likt Gallierafonden, av hovets Jan Lindman.<\/p>\n

I augusti registrerade Holdings att kungabarnen s\u00e5lt hela sitt innehav i\u00a0Carl Bennets\u00a0<\/strong>medicinteknikbolag\u00a0Getinge<\/strong>, f\u00f6r n\u00e4stan 2,3 Mkr.<\/p>\n

Sprillans nya innehavet<\/p>\n

Under oktober s\u00e5ldes ocks\u00e5 en tredjedel av innehavet i\u00a0Sandvik<\/strong>\u00a0f\u00f6r 2,9 Mkr. Nu har kungabarnen kvar 20 800 aktier i aktien \u2013 som \u00e4r upp 46% hittills i \u00e5r.<\/p>\n

H\u00e4r sysslas det dock inte uteslutande med avyttringar. Ett sprillans nytt innehav har plockats in, vilket registrerades i mars i \u00e5r. Gluonen har k\u00f6pt aktier i industrikoncernen\u00a0Alfa Laval<\/strong>\u00a0vars aktie hittills i \u00e5r lyser r\u00f6tt med -3,6%.<\/p>\n

Kungafamiljens darling<\/p>\n

Medan kungens portf\u00f6lj s\u00e5lde allt i Volvo, \u00e4r det kungabarnens n\u00e4st st\u00f6rsta innehav.<\/p>\n

Med det sagt finns en gemensam n\u00e4mnare. Kungafamiljens\u00a0darling\u00a0p\u00e5 b\u00f6rsen \u00e4r fortsatt det\u00a0Wallenberg<\/strong>-kontrollerade Investor.<\/p>\n

Gluonens innehav<\/p>\n\n

Bolag<\/p>\n

Aktier<\/p>\n

V\u00e4rde (Mkr)<\/p>\n

Andel av portf\u00f6ljen<\/p>\n<\/tr>\n\n\n

Investor<\/p>\n<\/td>\n\n

58 400<\/p>\n<\/td>\n\n

18,4<\/p>\n<\/td>\n\n

26%<\/p>\n<\/td>\n<\/tr>\n\n\n

Volvo<\/p>\n<\/td>\n\n

30 350<\/p>\n<\/td>\n\n

8<\/p>\n<\/td>\n\n

11%<\/p>\n<\/td>\n<\/tr>\n\n\n

Securitas<\/p>\n<\/td>\n\n

50 000<\/p>\n<\/td>\n\n

7,2<\/p>\n<\/td>\n\n

10%<\/p>\n<\/td>\n<\/tr>\n\n\n

Atlas Copco<\/p>\n<\/td>\n\n

50 800<\/p>\n<\/td>\n\n

7,1<\/p>\n<\/td>\n\n

10%<\/p>\n<\/td>\n<\/tr>\n\n\n

Medicover<\/p>\n<\/td>\n\n

25 900<\/p>\n<\/td>\n\n

6,2<\/p>\n<\/td>\n\n

9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Bure Equity<\/p>\n<\/td>\n\n

23 500<\/p>\n<\/td>\n\n

6,1<\/p>\n<\/td>\n\n

9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Sandvik<\/p>\n<\/td>\n\n

20 800<\/p>\n<\/td>\n\n

6<\/p>\n<\/td>\n\n

9%<\/p>\n<\/td>\n<\/tr>\n\n\n

Alfa Laval<\/p>\n<\/td>\n\n

10 500<\/p>\n<\/td>\n\n

4,7<\/p>\n<\/td>\n\n

7%<\/p>\n<\/td>\n<\/tr>\n\n\n

Latour<\/p>\n<\/td>\n\n

20 000<\/p>\n<\/td>\n\n

4,6<\/p>\n<\/td>\n\n

7%<\/p>\n<\/td>\n<\/tr>\n\n\n

Cavotec Group<\/p>\n<\/td>\n\n

150 000<\/p>\n<\/td>\n\n

2,4<\/p>\n<\/td>\n\n

3%<\/p>\n<\/td>\n<\/tr>\n

K\u00e4lla: Holdings<\/p>\n","protected":false},"excerpt":{"rendered":"Kung Carl XVI\u00a0Gustafs\u00a0portf\u00f6lj\u00a0Gallierafonden\u00a0\u00e4r nu v\u00e4rd 74,7 Mkr. Den omfattar 17 bolag, vilket \u00e4r ett f\u00e4rre\u00a0\u00e4n f\u00f6rra \u00e5ret\u00a0\u2013 men…\n","protected":false},"author":2,"featured_media":77241,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[65],"tags":[6046,6511,5841,6142,72,6829,70,71,6108,5838,6830,6430,5822,5878,977,3665,6141,6828,5821,6436,34,2666,3075,2637,31,33,32,30,6437],"class_list":{"0":"post-77240","1":"post","2":"type-post","3":"status-publish","4":"format-standard","5":"has-post-thumbnail","7":"category-ekonomi","8":"tag-alfa-laval","9":"tag-arjo","10":"tag-atlas-copco","11":"tag-bure-equity","12":"tag-business","13":"tag-cavotec-group","14":"tag-economy","15":"tag-ekonomi","16":"tag-epiroc","17":"tag-essity","18":"tag-getinge","19":"tag-hm","20":"tag-handelsbanken","21":"tag-hexagon","22":"tag-industrivarden","23":"tag-investor","24":"tag-latour","25":"tag-medicover","26":"tag-nordea-bank","27":"tag-sandvik","28":"tag-se","29":"tag-seb","30":"tag-securitas","31":"tag-skanska","32":"tag-svenska","33":"tag-sverige","34":"tag-sweden","35":"tag-swedish","36":"tag-volvo"},"share_on_mastodon":{"url":"https:\/\/pubeurope.com\/@se\/115526754836184988","error":""},"_links":{"self":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/77240","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/comments?post=77240"}],"version-history":[{"count":0,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/posts\/77240\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media\/77241"}],"wp:attachment":[{"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/media?parent=77240"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/categories?post=77240"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.europesays.com\/se\/wp-json\/wp\/v2\/tags?post=77240"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}