Investor is currently one of the largest investment companies in the nordics by market cap, the company was founded in 1916 by the [Wallenberg family](https://en.wikipedia.org/wiki/Wallenberg_family), a family that could be seen as the Swedish answer to the [Rockefellers](https://en.wikipedia.org/wiki/Rockefeller_family). They own high-quality global businesses and live after the latin proverb “esse non videri” or in english “To be, rather than to seem”.

Through board representation, industrial experience, a first class network and financial strength, they work towards superior performance for their companies, and strive towards reaching their full potential. The company is a majority shareholder in a number of Swedish large cap companies, mainly in the telecommunications-, electronics-, and the automotive industry.

Thanks to the strong influence of the Wallenberg family in significant companies as, for example, [SEB](https://quartr.com/companies/skandinaviska-enskilda-banken_3774), Investor possesses a strong position in the Swedish business sector. They have positions in over 20 companies, the core of which are [Atlas Copco](https://quartr.com/companies/atlas-copco_4769), [ABB](https://quartr.com/companies/abb_3773), SEB, [AstraZeneca](https://quartr.com/companies/astrazeneca_5452), [Wärtsilä](https://quartr.com/companies/wartsila_5827), [Sobi](https://quartr.com/companies/swedish-orphan-biovitrum_4314), [Saab](https://quartr.com/companies/saab_4056), [Ericsson](https://quartr.com/companies/ericsson_4150) and [Epiroc](https://quartr.com/companies/epiroc_3684).

## The Wallenberg Family
Since the founding of Investor in 1916, the company has been controlled by the Wallenberg family through the [Wallenberg foundation](https://en.wikipedia.org/wiki/Wallenberg_Foundations). 

The family is an eminent finance family, known since [André Oscar Wallenberg](https://en.wikipedia.org/wiki/Andr%C3%A9_Oscar_Wallenberg), in 1856, founded [Stockholms Enskilda Bank](https://en.wikipedia.org/wiki/Stockholms_Enskilda_Bank), sometimes called Enskilda banken - Stockholm’s first private bank, which has evolved into the today called Skandinaviska Enskilda Banken or SEB.

[The Kreuger crash](https://en.wikipedia.org/wiki/Ivar_Kreuger), in the early 1930’s, led to Investor taking over Ivar Kreuger’s interests in several companies, including Ericsson, [SKF](https://quartr.com/companies/skf_3768) and Svenska Tändsticks AB (STAB). The administration of the remains of the Kreuger empire became the main task for [Marcus Wallenberg](https://www.mwp.org/marcus-wallenberg/), who dominated the Swedish business sector for more than half a century. Together with [Curt Nicolin](https://en.wikipedia.org/wiki/Curt_Nicolin), Marcus firmly rooted the family's position of power. 

Indirectly, the family historically controlled a third of the Swedish GNP through their bank- and industry imperium. They maintained control through an [old-boy network](https://en.wikipedia.org/wiki/Old_boy_network) of handpicked executives and by possessing the largest voting block of stock in each affiliated company. The finance family has had a central role in the modern era of sweden.

Fun fact: The name Wallenberg, outside Europe, most likely draws one's thoughts to [Raoul Wallenberg](https://en.wikipedia.org/wiki/Raoul_Wallenberg), the businessman and diplomat who mysteriously disappeared in Russia during the end years of World War 2, after rescuing thousands of Jews in [German-occupied Hungary](https://en.wikipedia.org/wiki/Hungary_in_World_War_II). Raoul was a distant cousin of the powerful patriarch, [Peter Wallenberg](https://www.atlascopco.com/history/en/evolution/building-the-company/wallenbergs/peterwallenberg), but was never involved in the family business.

## Spinning off EQT
In 1993, the idea to start a private equity-firm was born during a dinner in Gamla Stan (Old Town) in Stockholm. At the table sat [Conni Jonsson](https://eqtgroup.com/sv/om/medarbetare/conni-jonsson), previous employee at Investor, and [Claes Dahlbäck](https://en.wikipedia.org/wiki/Claes_Dahlb%C3%A4ck), CEO of Investor from 1978 to 1999.

With inspiration from the Wallenberg family and their philosophy of responsible ownership, Conni Jonsson 1994  was given the opportunity to start [EQT](https://quartr.com/companies/eqt_4947), with support from Investor and SEB. The following years, EQT launched their first fund, focused on industry companies in Sweden and its neighboring countries.

Today EQT has a track record of stable and attractive growth within several geographical areas, sectors, and strategies stretching over close to three decades.

In 2019, the company entered a new chapter by going public on [Nasdaq Stockholm](http://www.nasdaqomxnordic.com/). Going public has strengthened their financial muscles and created new possibilities for further investments and global scalability. The public environment also contributes to a more transparent and open corporate governance structure, which is in line with the values of EQT.



Investor

Investor (INVE) AGM 2026 Summary | Quartr

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Investor AB

Net asset value rose 20%, dividend set at SEK 5.20, and Fred Wallenberg elected as director.

AGM 2025

Sustainability, innovation, and adaptability drive strategy amid global uncertainty.

Investor dialog

Innovation, sustainability, and adaptability drive strategy amid global uncertainty.

NAV up 3% to SEK 1,125.1bn, 7% total return, strong cash flow, low leverage, dividend growth.

Q1 2026

NAV up 8% in Q2, 9% TSR, strong listed returns, robust M&A in Patricia Industries.

Q2 2024

Record NAV, 8% return, and SEK 1.9bn in acquisitions amid challenging markets.

Q3 2024

Net asset value up 14% to SEK 1,087bn, 15% return, and 8% dividend hike; leverage at 2.1%.

Q4 2025

NAV up 20% to SEK 970bn, TSR 27%, dividend raised to SEK 5.20/share.

Q4 2024

Q1 2025 saw a 3% NAV drop, 2% shareholder return, and a major life sciences acquisition.

Q1 2025

### Opening remarks and agenda
- CEO Christian Cederholm addressed shareholders, emphasizing the company's long-term commitment to value creation since 1916.

### Financial performance review
- Adjusted net asset value reached 1,087 billion SEK, with a 14% annual growth rate over five years.
- Total return was 15%, reflecting strong performance compared to benchmarks.
- Dividend per share has grown at an average annual rate of 8% over the past decade.
- Portfolio companies have delivered consistent returns over 1, 5, 10, and 20-year periods.

### Dividend announcements
- Commitment to steadily increasing dividends, with a clear upward trend in payouts since 2016.

Investor (INVE) AGM 2026 summary

AGM 2026 summary

Opening remarks and agenda

Financial performance review

Dividend announcements

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