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Financial data sourced from official regulatory filings and verified market data providers. Metrics calculated using GAAP/IFRS standards.

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The analyses and visuals on this site are for informational purposes only and do not constitute investment advice.

Investment decisions involve risk. Verify data independently and consult a licensed advisor when needed.

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Last updated: April 2026

INVE-B STOCK ANALYSIS

Investor AB ser. B — price, returns and risk statistics

INVE-BInvestor AB ser. B

🇸🇪 Sweden · ST · Financial Services · Asset Management

Value itDuel
PriceFinancialsPeers

Price summary

Last Close

405.80 kr

Jul 3, 26

Market Cap

1.2 T kr

Q1 2026 (TTM)

52-Week Range

276.23 kr405.80 kr

Return and risk cards

Total Return

%+45.4

Trailing 1-year performance

Volatility

%17.3

Price fluctuation measure

Sharpe Ratio

-0.04

Risk/Return ratio

Sortino Ratio

-0.04

Downside risk/return

Distance to Peak

%0.0

Difference from 52-week peak

Maximum Drawdown

-%10.5

Deepest 1-year decline

Seasonality

Seasonality Chart

Year 2023
Year 2024
Year 2025
Current Period 2026
3/3 positive months

Periodic Returns

1M

+7.0%

3M

+15.7%

6M

+25.8%

YTD

+24.1%

1Y

+45.4%

3Y

+98.5%

Returns are computed from split-adjusted closes; dividends are not included.

YTD Return — Stock vs Asset Classes

Year-to-date
INVE-B+24.1%Gold+0.9%Silver-7.0%OMX Stockholm 30+12.6%

Stock and gold/silver returns are in SEK (metals converted into the stock's currency). The OMX Stockholm 30 index is measured in its own currency.

Monthly positivity

Monthly Avg Positive/Negative Close

Positive Count
Negative Count
Average Positive %
Average Negative %

Frequently Asked Questions

What is the current Investor AB ser. B (INVE-B) stock price?

INVE-B last closed at 405.80 kr (Jul 3, 26). Price data is refreshed after every trading day.

What is the P/E ratio of INVE-B?

Investor AB ser. B trades at a trailing-twelve-month P/E of 6.53. See the comparison tables on the Peers tab for the industry context.

What is the market capitalization of Investor AB ser. B?

Investor AB ser. B (INVE-B) has a market capitalization of approximately 1.2 T kr as of the latest reported period.

Who are the main competitors of INVE-B?

Key peers of Investor AB ser. B include BlackRock Inc, Blackstone Group Inc, KKR & Co. Inc., Apollo Global Management LLC Class A, Brookfield Corporation. A detailed metric comparison is available on the Peers tab.

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Data on this page refreshes once per day. Price data as of Jul 3, 26. This content is for informational purposes only and is not investment advice.