| Month / date | Net worth | YTD | Capital | Bank | Pensions | ITPK | Alecta | ITPU | Allmän | Velliv SEK | |
|---|---|---|---|---|---|---|---|---|---|---|---|
| 2026-09 2026-09-30 |
12,214,729 | +10.7% | 1,690,962 | 129,208 | 10,394,559 | 1,684,485 | 3,450,000 | 348,994 | 1,301,750 | 3,609,330 | |
| 2026-08 2026-08-31 |
12,172,627 | +10.3% | 1,754,468 | 126,924 | 10,291,235 | 1,612,080 | 3,400,000 | 337,482 | 1,303,623 | 3,638,050 | |
| 2026-07 2026-07-31 |
11,969,503 | +8.5% | 1,699,233 | 156,314 | 10,113,955 | 1,556,502 | 3,350,000 | 330,684 | 1,300,572 | 3,576,197 | |
| 2026-06 2026-06-30 |
11,987,293 | +8.6% | 1,660,178 | 174,875 | 10,152,240 | 1,591,004 | 3,300,000 | 334,822 | 1,325,565 | 3,600,849 | |
| 2026-05 2026-05-30 |
11,733,236 | +6.3% | 1,559,116 | 166,090 | 10,008,030 | 1,501,035 | 3,250,000 | 323,173 | 1,349,032 | 3,584,790 | |
| 2026-04 2026-04-30 |
11,514,176 | +4.4% | 1,565,899 | 206,152 | 9,742,125 | 1,392,974 | 3,250,000 | 303,745 | 1,325,556 | 3,469,850 | |
| 2026-03 2026-03-31 |
10,956,837 | -0.7% | 1,475,972 | 225,524 | 9,255,341 | 1,286,455 | 3,150,000 | 278,654 | 1,304,782 | 3,235,450 | |
| 2026-02 2026-02-28 |
11,194,738 | +1.5% | 1,453,572 | 264,526 | 9,476,640 | 1,323,308 | 3,100,000 | 290,935 | 1,305,627 | 3,456,770 | |
| 2026-01 2026-01-31 |
11,157,972 | +1.1% | 1,430,490 | 299,019 | 9,428,464 | 1,267,059 | 3,100,000 | 283,190 | 1,302,086 | 3,476,128 | |
| 2025-12 2025-12-31 |
11,033,058 | — | 1,466,774 | 291,091 | 9,275,193 | 1,277,322 | 3,000,000 | 290,796 | 1,288,295 | 3,418,780 |