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Avanza Fonder AB
Jesper Bonnivier · Asset Manager · Index/Passive
Avanza Fonder AB is a Swedish fund management company and a wholly owned subsidiary of Avanza Bank Holding AB. Founded in 2006 and headquartered in Stockholm, the firm specializes in providing low-fee, transparent, and accessible investment products tailored for retail savers. The company gained significant recognition for launching Avanza Zero, Sweden's first commission-free index fund, and has since expanded its suite to include a variety of passively and actively managed funds across global markets. Avanza Fonder focuses on leveraging digital efficiency and strategic partnerships with external managers to deliver high-quality investment solutions. As a major player in the Swedish financial ecosystem, it emphasizes cost-efficiency and sustainability as core components of its service offering, catering to millions of customers through the parent company's digital platform.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +12.7% |
| YTD return | +9.2% |
| Sharpe ratio | 2.41 |
| Win rate | 43% |
| AUM | $3.5B |
| Inception | Oct 1, 2025 |
| Updated | Sep 18, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $3.5B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.avanza.se |
Current Holdings
Updated on Sep 18, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| ATLKY | Atlas Copco AB | 25.8% | 0.0% |
| AAPL | Apple Inc | 10.3% | +28.5% |
| NVDA | NVIDIA Corporation | 10.1% | +16.5% |
| MSFT | Microsoft Corporation | 8.2% | +2.9% |
| GOOGL | Alphabet Inc Class A | 7.8% | +33.1% |
| AMZN | Amazon.com Inc | 6.2% | +12.9% |
| EVVTY | Evolution Gaming Group AB ADR | 6.1% | -0.0% |
| META | Meta Platforms Inc. | 3.2% | -2.5% |
| AVGO | Broadcom Inc | 2.9% | -0.2% |
| MU | Micron Technology Inc | 2.8% | +75.1% |
| TSLA | Tesla Inc | 2.7% | -15.9% |
| AMD | Advanced Micro Devices Inc | 2.6% | +100.5% |
| JNJ | Johnson & Johnson | 2.0% | +35.4% |
| V | Visa Inc. Class A | 1.6% | +8.0% |
| CSCO | Cisco Systems Inc | 1.4% | +23.9% |
| WMT | Walmart Inc. Common Stock | 1.4% | -0.7% |
| PG | Procter & Gamble Company | 1.3% | -2.9% |
| MRK | Merck & Company Inc | 1.3% | +7.9% |
| KO | The Coca-Cola Company | 1.3% | +7.2% |
| LRCX | Lam Research Corp | 1.1% | -3.4% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 14, 2026 | BUY | TSLA | 2.6% → 2.7% |
| Sep 14, 2026 | BUY | NVDA | 10.5% → 10.1% |
| Sep 14, 2026 | BUY | MRK | 1.3% → 1.3% |
| Sep 14, 2026 | BUY | AMD | 2.3% → 2.6% |
| Sep 14, 2026 | BUY | AMZN | 6.1% → 6.2% |
Investment Style Analysis
Avanza Fonder AB is widely recognized for employing a Index/Passive strategy. As of Sep 18, 2026, the firm oversees approximately $3.5B in assets under management (AUM). The portfolio demonstrates a clear preference for the Specialty Industrial Machinery and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 14, Avanza Fonder AB made a significant move by increasing exposure to TSLA. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Avanza Fonder's investment philosophy is centered on the belief that low fees and transparency are the most reliable drivers of long-term wealth for individual investors. The firm prioritizes 'better, cheaper, and simpler' products, primarily focusing on index-tracking strategies that provide broad market exposure at minimal cost. Their strategy includes a mix of internally managed passive funds and collaborations with prominent external managers to offer diversified portfolios. Furthermore, Avanza Fonder integrates rigorous sustainability standards into its investment process, adhering to the UN Principles for Responsible Investment to ensure that environmental, social, and governance factors are considered in the pursuit of sustainable risk-adjusted returns.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Avanza Fonder AB.
Similar Investment Style
Based on Index/Passive.
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Frequently asked questions
How is the simulated portfolio for Avanza Fonder AB constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Avanza Fonder AB's largest holding?
As of the latest filing, Avanza Fonder AB's top position is Atlas Copco AB (ATLKY), representing 25.8% of the portfolio. This reflects a high-conviction bet by the institution.
What is Avanza Fonder AB's historical performance and risk profile?
Our simulation indicates a total return of +12.7% with a win rate of 43%. Notably, the portfolio maintains a Sharpe Ratio of 2.41, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Avanza Fonder AB primarily invest in?
Avanza Fonder AB has a strong preference for the Specialty Industrial Machinery sector, which makes up 25.8% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Avanza Fonder AB's portfolio concentrated or diversified?
Avanza Fonder AB runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 46.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Avanza Fonder AB performed in 2026?
Our AI-simulated model portfolio for Avanza Fonder AB tracks a Year-to-Date (YTD) return of +9.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Jesper Bonnivier manage Avanza Fonder AB directly?
Yes, Jesper Bonnivier serves as the key portfolio manager for Avanza Fonder AB, overseeing the investment strategy and final capital allocation decisions.