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E. Öhman J:or Wealth Management
Johan Malm · Asset Manager · Multi-Strategy
E. Öhman J:or Wealth Management is a prominent arm of the Öhman Group, an independent and family-owned Swedish financial group founded in 1906. Headquartered in Stockholm, the institution provides bespoke wealth management, discretionary portfolio management, and advisory services to institutional clients, foundations, and high-net-worth individuals. Over more than a century, the firm has established itself as a leading player in the Nordic financial markets. Following the group's acquisition of Lannebo Fonder in 2024, it became part of the largest independent asset management operation in the Nordics, managing significant assets across various equity and fixed-income strategies while maintaining a strong commitment to the Swedish tradition of financial stewardship and independence.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +14.8% |
| YTD return | +8.8% |
| Sharpe ratio | 3.31 |
| Win rate | 49% |
| AUM | $2.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ohman.se |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| NVDA | NVIDIA Corporation | 13.3% | +19.0% |
| MSFT | Microsoft Corporation | 13.1% | +1.1% |
| GOOGL | Alphabet Inc Class A | 10.6% | +36.7% |
| ADDHY | Addtech AB (publ.) | 10.3% | 0.0% |
| AAPL | Apple Inc | 9.5% | +29.3% |
| AMZN | Amazon.com Inc | 7.5% | +15.0% |
| AVGO | Broadcom Inc | 6.4% | +1.9% |
| JPM | JPMorgan Chase & Co | 3.9% | +11.6% |
| V | Visa Inc. Class A | 3.9% | +6.4% |
| LLY | Eli Lilly and Company | 2.6% | -1.0% |
| TSM | Taiwan Semiconductor Manufacturing | 2.2% | +10.0% |
| NOW | ServiceNow Inc | 2.1% | +23.2% |
| PANW | Palo Alto Networks Inc | 2.0% | +72.8% |
| META | Meta Platforms Inc. | 1.9% | +8.6% |
| MA | Mastercard Inc | 1.9% | +0.6% |
| IBM | International Business Machines | 1.8% | -17.8% |
| CL | Colgate-Palmolive Company | 1.8% | -8.7% |
| BLK | BlackRock Inc | 1.7% | +1.5% |
| CRM | Salesforce.com Inc | 1.7% | -7.6% |
| TMO | Thermo Fisher Scientific Inc | 1.7% | +12.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | BUY | GOOGL | 10.6% → 10.6% |
| Aug 31, 2026 | SELL | V | 3.7% → 3.9% |
| Aug 31, 2026 | SELL | ADDHY | 10.6% → 10.3% |
| Aug 31, 2026 | BUY | AMZN | 7.5% → 7.5% |
| Aug 31, 2026 | SELL | PANW | 2.1% → 2.0% |
Investment Style Analysis
E. Öhman J:or Wealth Management is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $2.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Software - Infrastructure sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, E. Öhman J:or Wealth Management made a significant move by increasing exposure to GOOGL. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
The institution's investment philosophy is centered on active management, fundamental research, and a long-term perspective. It places a significant emphasis on sustainability, integrating environmental, social, and governance (ESG) criteria into its core investment processes to achieve superior risk-adjusted returns. The strategy focuses on identifying high-quality companies with scalable business models and sustainable competitive advantages. By combining traditional fundamental analysis with a disciplined risk management framework and a patient capital approach, the firm seeks to navigate market cycles while prioritizing capital preservation and consistent growth for its clients across both public and private markets.
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 E. Öhman J:or Wealth Management.
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Frequently asked questions
How is the simulated portfolio for E. Öhman J:or Wealth Management 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 E. Öhman J:or Wealth Management's largest holding?
As of the latest filing, E. Öhman J:or Wealth Management's top position is NVIDIA Corporation (NVDA), representing 13.3% of the portfolio. This reflects a high-conviction bet by the institution.
What is E. Öhman J:or Wealth Management's historical performance and risk profile?
Our simulation indicates a total return of +14.8% with a win rate of 49%. Notably, the portfolio maintains a Sharpe Ratio of 3.31, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does E. Öhman J:or Wealth Management primarily invest in?
E. Öhman J:or Wealth Management has a strong preference for the Semiconductors sector, which makes up 21.9% of their disclosed assets. The portfolio also has exposure to Software - Infrastructure, indicating a specific thematic focus.
Is E. Öhman J:or Wealth Management's portfolio concentrated or diversified?
E. Öhman J:or Wealth Management runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.0% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has E. Öhman J:or Wealth Management performed in 2026?
Our AI-simulated model portfolio for E. Öhman J:or Wealth Management tracks a Year-to-Date (YTD) return of +8.8%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Johan Malm manage E. Öhman J:or Wealth Management directly?
Yes, Johan Malm serves as the key portfolio manager for E. Öhman J:or Wealth Management, overseeing the investment strategy and final capital allocation decisions.