Financials
Storebrand ASA
| Strategy | Weight | Market value | Unrealised P&L |
|---|---|---|---|
| AI Concentrated | 19.62% | 196 418 NOK | −757 NOK−0.38% |
| AI Equal Weight | 7.14% | 71 226 NOK | 1 450 NOK+2.08% |
| AI Momentum | 9.61% | 94 484 NOK | −156 676 NOK−62.38% |
| Date | Score | Rank | Confidence | Thesis |
|---|---|---|---|---|
| 25. mai 2026 | 72 | 4 | high | Solid +5.9% 20d return, at 95% of range, and +2.9% above MA — consistent uptrend with low volatility makes Storebrand an attractive risk-adjusted hold. |
| 22. mai 2026 | 70 | 5 | high | Storebrand's life insurance and asset management franchise benefits from higher-for-longer Nordic rates and strong structural growth in defined-contribution pension inflows. |
| 21. mai 2026 | 66 | 7 | medium | Storebrand's growing savings and insurance AUM benefits from sustained Norwegian pension reform tailwinds, offering steady compounding with moderate valuation appeal. |
| 20. mai 2026 | 63 | 8 | medium | Storebrand's growing asset management and insurance franchise benefits from rising long-term interest rates, though sensitivity to equity market volatility introduces near-term noise. |
| 18. mai 2026 | 67 | 6 | medium | Storebrand's pension and asset-management business is well-positioned for rising long-dated Nordic yields, with a clean balance sheet and growing defined-contribution inflows as structural tailwinds. |
| 15. mai 2026 | 67 | 7 | medium | Storebrand's growing life insurance and pension AUM benefit from demographic tailwinds and Solvency II capital improvements, with a rising dividend adding appeal. |
| 14. mai 2026 | 67 | 6 | medium | Storebrand's insurance and pension platform benefits from higher-for-longer rates boosting solvency buffers and return on equity, with a reasonable valuation relative to book. |
| 13. mai 2026 | 66 | 5 | medium | Storebrand's growing unit-linked savings and pension business benefits from positive equity markets and Solvency II tailwinds, with improving return-on-equity supporting modest re-rating. |
| 12. mai 2026 | 67 | 6 | medium | Storebrand's life insurance and pension business benefits from higher rates boosting solvency and investment returns, and the stock's defensive yield characteristics provide stability ahead of any macro softening. |
| 11. mai 2026 | 68 | 5 | medium | Storebrand's life insurance and pension operations benefit from higher-for-longer rates and growing Nordic defined-contribution inflows, with a reasonable valuation and strong capital generation. |
| 9. mai 2026 | 51 | — | Storebrand benefits from higher rates on insurance float. DC pension growth structural tailwind; some sensitivity to equity markets. |
| Date | Strategy | Direction | Shares | Price | Net amount | Rationale |
|---|---|---|---|---|---|---|
| 25. mai 2026 | AI Momentum | buy | 81 | 183 NOK | 14 797 NOK | Score 72 — Solid +5.9% 20d return, at 95% of range, and +2.9% above MA — consistent uptrend with low volatility makes Storebrand an attractive risk-adjusted hold. |
| 25. mai 2026 | AI Concentrated | buy | 55 | 183 NOK | 10 047 NOK | Score 72 — Solid +5.9% 20d return, at 95% of range, and +2.9% above MA — consistent uptrend with low volatility makes Storebrand an attractive risk-adjusted hold. |
| 22. mai 2026 | AI Momentum | buy | 28 | 182 NOK | 5 112 NOK | Score 70 — Storebrand's life insurance and asset management franchise benefits from higher-for-longer Nordic rates and strong structural growth in defined-contribution pension inflows. |
| 22. mai 2026 | AI Concentrated | buy | 1 | 184 705 NOK | 184 798 NOK | Score 70 — Storebrand's life insurance and asset management franchise benefits from higher-for-longer Nordic rates and strong structural growth in defined-contribution pension inflows. |
| 21. mai 2026 | AI Momentum | buy | 2 | 181 NOK | 362 NOK | Score 66 — Storebrand's growing savings and insurance AUM benefits from sustained Norwegian pension reform tailwinds, offering steady compounding with moderate valuation appeal. |
| 20. mai 2026 | AI Momentum | sell | 5 | 178 NOK | 890 NOK | Score 63 — reducing weight (rebalance) |
| 20. mai 2026 | AI Concentrated | sell | 1 007 | 178 NOK | 179 178 NOK | Score 63 — exited; fell below selection threshold |
| 18. mai 2026 | AI Concentrated | buy | 1 | 177 993 NOK | 178 082 NOK | Score 67 — Storebrand's pension and asset-management business is well-positioned for rising long-dated Nordic yields, with a clean balance sheet and growing defined-contribution inflows as structural tailwinds. |
| 18. mai 2026 | AI Momentum | sell | 5 | 177 NOK | 884 NOK | Score 67 — reducing weight (rebalance) |
| 15. mai 2026 | AI Concentrated | sell | 1 023 | 177 NOK | 180 902 NOK | Score 67 — exited; fell below selection threshold |
| 14. mai 2026 | AI Concentrated | sell | 11 | 176 NOK | 1 936 NOK | Score 67 — reducing weight (rebalance) |
| 14. mai 2026 | AI Momentum | buy | 23 | 178 NOK | 4 091 NOK | Score 67 — Storebrand's insurance and pension platform benefits from higher-for-longer rates boosting solvency buffers and return on equity, with a reasonable valuation relative to book. |
| 13. mai 2026 | AI Concentrated | buy | 1 | 181 867 NOK | 181 958 NOK | Score 66 — Storebrand's growing unit-linked savings and pension business benefits from positive equity markets and Solvency II tailwinds, with improving return-on-equity supporting modest re-rating. |
| 13. mai 2026 | AI Momentum | buy | 41 | 177 NOK | 7 260 NOK | Score 63 — Storebrand's long-duration savings and insurance business gains from a higher-for-longer rate environment in Norway, and ESG positioning attracts steady institutional inflows. |
| 12. mai 2026 | AI Equal Weight | buy | 3 | 178 NOK | 535 NOK | Score 63 — Storebrand's long-duration savings and insurance business gains from a higher-for-longer rate environment in Norway, and ESG positioning attracts steady institutional inflows. |
| 11. mai 2026 | AI Equal Weight | buy | 1 | 70 077 NOK | 70 112 NOK | Score 63 — Storebrand's long-duration savings and insurance business gains from a higher-for-longer rate environment in Norway, and ESG positioning attracts steady institutional inflows. |
| 10. mai 2026 | AI Momentum | buy | 1 | 483 NOK | 484 NOK | — |
| 9. mai 2026 | AI Momentum | buy | 1 | 64 312 NOK | 64 345 NOK | — |