Developer docs
API playgroundTry for free, no card

Search company profiles

Carnegie Fonder

Full company profile

uuid0007mc2

Namestring
Carnegie Fonder
Legal namestring
Carnegie Fonder
Websiteurl
carnegiefonder.se
Company typeenum
Private
Founded yearint
1988
Descriptiontext

Carnegie Fonder is a Stockholm-based Swedish fund management company founded in 1988 that invests long-term in publicly listed companies with a stated focus on future-proof businesses, targeting financial security for its investors. The firm operates as a private, independent asset manager with 101-250 employees and runs actively managed equity strategies distributed primarily to Swedish retail and institutional savers through the domestic fund market. Its public-facing activity centers on participation in the Swedish Fund Selection Agency (FTN) procurement for the Premiepension system — a regulatory tender redistributing approximately SEK 200 billion ($18.7-22 billion) across 12 selected managers from 99 submissions — positioning the firm to access Sweden's premium pension platform serving over 900,000 savers. Carnegie Fonder also engages in Swedish corporate governance by holding representation on the Nomination Committee of listed companies such as MilDef Group AB, alongside other major Swedish institutional investors including Swedbank Robur Fonder and Andra AP-fonden.

The firm's revenue model is conventional active asset management, earning management fees on assets under management across its fund range; specific AUM, fee schedules, and product-level details are not publicly disclosed in the available sources. No product, technology, AI/ML capability, or proprietary platform details are documented in the input data, limiting technical assessment to the firm's traditional active-equity fund structure. Carnegie Fonder's strategic posture is shaped by the Swedish regulatory and pension environment, with the FTN procurement representing the single most material near-term driver of potential AUM and revenue scaling.

Short descriptiontext

Carnegie Fonder is a Stockholm-based Swedish fund management company founded in 1988 that runs actively managed equity funds for Swedish retail and institutional savers, currently competing for mandates in the national premium pension platform overhaul.

Operating statusenum
Operating
Ownership categoryenum
Headcount rangeband
101–250
akta.pro rankint
HeadquartersStockholm, Sweden
HQ citystring
Stockholm
HQ countrystring
Sweden
HQ regionstring
Europe
Markets served

Serves global market

Keyword5 values
asset management, fund management, equity funds, pension savings, investment management
Industry3 codes
1Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions)
CodeFSAAACAGPrimaryYes
2Pension Master Trusts, Superannuation & Provident Funds
CodeFSAAAGABPrimaryNo
3Endowments (Universities, Foundations, Nonprofits)
CodeFSAAAGACPrimaryNo
NAICS code2 codes
  • Portfolio Management and Investment Advice523940
  • Pension Funds525110
SIC code1 code
  • Investment Advice6282
Product category
Asset Management
Social media profiles2 records
Cost components4 values
Personnel, Operations, Technology or R&D, Marketing or Sales
GTM typeB2C
B2C
Offering typeServices
Services
Core offering1 text field

Carnegie Fonder is a Swedish fund management company that invests long-term in future-proof companies to create financial security for its clients. The firm manages actively managed investment funds, including global equity funds made available through Sweden's premium pension (Premiepension) platform, serving Swedish pension savers and other investors.

Differentiator
Functional benefit
Problem solved
Product and service2 records
1Actively Managed Global Equity Funds
CategoryMutual Funds / Equity Funds
Description

Actively managed global equity funds offered to Swedish premium pension savers as part of the procurement of funds for the Premiepension system. Selected from 99 tender submissions covering 14 funds.

2Long-Term Investment Funds
CategoryInvestment Funds
Description

Long-term investment funds focused on future-proof companies, designed to deliver financial security for individual investors through active portfolio management.

Partnership1 partner
1MilDef Group
Strategic tierMinorTypeOthers
Description

Carnegie Fonder serves as a representative on the Nomination Committee of MilDef Group AB alongside Swedbank Robur Fonder and Andra AP-fonden. The committee proposed board changes including new directors Nicolas Hassbjer (founder of HMS Networks AB) and Åsa Sundberg (former CEO of Teracom AB) ahead of the May 21, 2026 AGM.

Recent move3 records

Each record includes

Date, Type, Title, Description, Source

Expansion highlight1 record

Each record includes

Type, Description

Market position
Competitive moat1 record

Each record includes

Type, Details

Key highlights5 records

Each record includes

Headline, Details, Source

Customer concentration

Classification, Details

Ideal customer profile2 records

Each record includes

Profile, Firmographic size, Sales motion, Sales cycle length, Buying structure, Purchase trigger, Buyer persona, Geography, Industry vertical, Primary use case, Description, Pain points, Evidence proof points, Target buyer

Technology focused
No
API detail
Has APIbool
No

Docs URL, Description

AI maturity
App detail

Has app

Core technology
Revenue estimate
Valuation estimate
Number of profiles
No data
No data
Funding overview

Funding stage, Last funding date, Total funding USD

Funding rounds

Each record includes

Round, Amount USD, Date, Pre money valuation, Total investors, Investors, News

Investors

Each record includes

Name, Type, Date of entry, Rounds participated, Website

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Each record includes

Name, Acquisition type, Announced date, Completed date, Status, Website, News

Investment1 record

Each record includes

Name, Round, Announced date, Lead investor, Website, News

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Carnegie Fonder

Asset Managementcarnegiefonder.se

Carnegie Fonder is a Stockholm-based Swedish fund management company founded in 1988 that runs actively managed equity funds for Swedish retail and institutional savers, currently competing for mandates in the national premium pension platform overhaul.

What Carnegie Fonder does

Carnegie Fonder is a Stockholm-based Swedish fund management company founded in 1988 that invests long-term in publicly listed companies with a stated focus on future-proof businesses, targeting financial security for its investors. The firm operates as a private, independent asset manager with 101-250 employees and runs actively managed equity strategies distributed primarily to Swedish retail and institutional savers through the domestic fund market. Its public-facing activity centers on participation in the Swedish Fund Selection Agency (FTN) procurement for the Premiepension system — a regulatory tender redistributing approximately SEK 200 billion ($18.7-22 billion) across 12 selected managers from 99 submissions — positioning the firm to access Sweden's premium pension platform serving over 900,000 savers. Carnegie Fonder also engages in Swedish corporate governance by holding representation on the Nomination Committee of listed companies such as MilDef Group AB, alongside other major Swedish institutional investors including Swedbank Robur Fonder and Andra AP-fonden.

The firm's revenue model is conventional active asset management, earning management fees on assets under management across its fund range; specific AUM, fee schedules, and product-level details are not publicly disclosed in the available sources. No product, technology, AI/ML capability, or proprietary platform details are documented in the input data, limiting technical assessment to the firm's traditional active-equity fund structure. Carnegie Fonder's strategic posture is shaped by the Swedish regulatory and pension environment, with the FTN procurement representing the single most material near-term driver of potential AUM and revenue scaling.

Carnegie Fonder firmographics

Firmographics
Name
Carnegie Fonder
Legal name
Carnegie Fonder
Website
https://carnegiefonder.se
Company type
Private
Founded year
1988
Operating status
Operating
Headcount range
101–250 employees
Short description
Carnegie Fonder is a Stockholm-based Swedish fund management company founded in 1988 that runs actively managed equity funds for Swedish retail and institutional savers, currently competing for mandates in the national premium pension platform overhaul.
Ownership category
akta.pro rank

Carnegie Fonder industry classification

Industry
Product category
Asset Management
NAICS
Portfolio Management and Investment Advice (523940), Pension Funds (525110)
SIC
Investment Advice (6282)
akta.pro primary industry
Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions) (FSAAACAG)
akta.pro secondary industries
Pension Master Trusts, Superannuation & Provident Funds (FSAAAGAB), Endowments (Universities, Foundations, Nonprofits) (FSAAAGAC)

Keywords

  • Asset management
  • Fund management
  • Equity funds
  • Pension savings
  • Investment management

Where Carnegie Fonder is headquartered

Location

Headquarters

HQ city
Stockholm
HQ country
Sweden
HQ region
Europe

Markets served

Carnegie Fonder business model

Business model
GTM type
B2C
Offering type
Services
Cost components
Personnel, Operations, Technology or R&D, Marketing or Sales

Carnegie Fonder product offering

Product offering

Core offering

Carnegie Fonder is a Swedish fund management company that invests long-term in future-proof companies to create financial security for its clients. The firm manages actively managed investment funds, including global equity funds made available through Sweden's premium pension (Premiepension) platform, serving Swedish pension savers and other investors.

Differentiator

Problem solved

Functional benefit

Products and services

  • Actively Managed Global Equity Funds Actively managed global equity funds offered to Swedish premium pension savers as part of the procurement of funds for the Premiepension system. Selected from 99 tender submissions covering 14 funds.
  • Long-Term Investment Funds Long-term investment funds focused on future-proof companies, designed to deliver financial security for individual investors through active portfolio management.

Companies that use Carnegie Fonder

Customer profile

Ideal customer profiles2 records

Carnegie Fonder technology and API

Technology

Technology focussed No

API detail

Has API
No
API docs
API detail

Core technology

AI maturity

App detail

Carnegie Fonder partnerships and signals

Strategic signal

Partnerships

One partnership is on record.

  • MilDef GroupminorOthersCarnegie Fonder serves as a representative on the Nomination Committee of MilDef Group AB alongside Swedbank Robur Fonder and Andra AP-fonden. The committee proposed board changes including new directors Nicolas Hassbjer (founder of HMS Networks AB) and Åsa Sundberg (former CEO of Teracom AB) ahead of the May 21, 2026 AGM.

Recent moves3 records

Expansion highlights1 record

Carnegie Fonder competitors and assessment

Company assessment

Market position

Competitive moat1 record

Key highlights5 records

Customer concentration

Carnegie Fonder social profiles

Digital presence

Carnegie Fonder financial estimates

Financial estimate

Revenue estimate

Valuation estimate

Carnegie Fonder leadership team

Management profile

Number of profiles

Carnegie Fonder funding detail

Funding detail

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

Carnegie Fonder M&A and investment

M&A and investment

M&A

Investments1 record

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Carnegie Fonder

What does Carnegie Fonder do?

Carnegie Fonder is a Swedish fund management company that invests long-term in future-proof companies to create financial security for its clients. The firm manages actively managed investment funds, including global equity funds made available through Sweden's premium pension (Premiepension) platform, serving Swedish pension savers and other investors.

Is Carnegie Fonder a public or private company?

Carnegie Fonder is a private company. It is classified as unknown and is currently operating.

When was Carnegie Fonder founded?

Carnegie Fonder was founded in 1988. It employs 101 to 250 people.

Where is Carnegie Fonder based?

Carnegie Fonder is headquartered in Stockholm, Sweden, in the Europe region.

Does Carnegie Fonder have an API?

No public API is recorded for Carnegie Fonder.

What industry is Carnegie Fonder in?

Carnegie Fonder's product category is Asset Management. Its primary akta.pro industry code is FSAAACAG, Institutional Consulting RIAs (OCIO/Endowments/Foundations/Pensions), with a secondary code of FSAAAGAB, Pension Master Trusts, Superannuation & Provident Funds. Its NAICS code is 523940 and its SIC code is 6282.

Unlock the full company data

50 free credits on sign-up, no credit card required.

Contact sales
Live signals
AffarsvarldenCarnegie Fonder går under 5% i DynavoxCarnegie Fonder sold 50,000 Dynavox shares on October 8, reducing its stake to 4.97% of capital and 5.04% of voting rights. The remaining holding is 5.35 million shares, according to a flag message.Dagens industriCarnegie Fonder minskar i BufabCarnegie Fonder reduced its stake in Bufab to 4.9% of capital and votes. The reduction was reported on the stock exchange, with the company's shares falling. No further details were disclosed.Dagens industriSimon Blecher: ”Kan bli riktigt tungt”Carnegie Fonder's Strategifond has reduced its equity allocation to below 60% for the first time in several years, marking a significant shift in investment strategy. Simon Blecher, chief investment officer at Carnegie Fonder, is warning of a potential AI market crash with severe consequences for the stock market, stating the situation could "take a terrible turn." The article is published from Båstad, Sweden, with Carnegie Fonder's investment chief publicly preparing for a downturn.Dagens industriÄgaren: Bra läge för Ekholm att lämnaBörje Ekholm will step down as CEO of Ericsson this fall, passing leadership to Per Narvinger, the head of Networks. Fund manager Mattias Sjödin at Carnegie Fonder described the announcement as undramatic and expects the market to receive it positively.news.cision.comNomination Committee for the 2026 Annual General MeetingMilDef Group AB announced the members of its Nomination Committee for the 2026 Annual General Meeting, including Celia Grip appointed by Swedbank Robur Fonder, Martin Jonasson appointed by Andra AP-Fonden, and Mattias Montgomery appointed by Carnegie Fonder, with Board Chair Björn Karlsson co-opted to the committee. The company invited shareholders to submit proposals by January 31, 2026, ahead of the AGM scheduled for May 21, 2026 in Helsingborg, Sweden.news.cision.comLindab Nomination Committee appointedLindab Group announced the constitution of its Nomination Committee for 2025, with members appointed by its three largest shareholders: Carnegie Fonder, Oras Invest, and the Fourth Swedish National Pension Fund, alongside Board Chairman Peter Nilsson. The committee will assess the Board's work and composition and present proposals to the 2026 Annual General Meeting regarding board elections, compensation, and committee instructions. Lindab, a leading European ventilation company, will announce the 2026 AGM date alongside its third-quarter 2025 report.PandoxPandox completes a directed share issue of approximately 10.75 million B-shares, raising proceeds of SEK 2 billionPandox completed a directed share issue of approximately 10.75 million B-shares, raising SEK 2 billion to strengthen its financial position following recent hotel acquisitions in London and Edinburgh. The shares were issued at a discount to the market price to Swedish and international institutional investors, including AMF Pension & Fonder and Carnegie Fonder, with proceeds intended to maintain liquidity for further property investments. This strategic move aims to increase financial flexibility and support the company's objective of enhancing cash earnings per share through targeted acquisitions.GlobeNewswireDelisting of Exchange Traded Funds (13/11)NASDAQ OMX Stockholm will delist six Carnegie Fonder exchange-traded funds on request from the fund manager. The funds include HQ OMX Double Long, Double Short, NASDAQ 100, Verkstad, Material, Finans, and Fastighet ETFs. Trading will end on April 21, 2011.