The Swedish royal family's investment company, Gluonen AB, reported a profit of 3.04 million SEK after tax last year, despite a cautious approach to trading. Meanwhile, Princess Sofia's company, SKB Sweden AB, faced a loss of 307,861 SEK. The royal portfolio, valued at approximately 70 million SEK, primarily consists of Swedish stocks, including significant holdings in Investor and Volvo.
Royal Family's Investment Success: Princess Sofia Faces Financial Setback
Royal Family's Investment Success: Princess Sofia Faces Financial Setback
The Swedish royal family is seeing significant gains from their stock portfolio.
– "Last year, we were a bit more cautious and made fewer trades than usual," says the royal court's chief financial officer, Jan Lindman.
Meanwhile, Princess Sofia's company reports disappointing red figures.
The royal family's investment company, Gluonen AB, posted a profit of 3.04 million SEK after tax last year, according to the newly released annual report.
– "We generally make very few trades – perhaps only five or six per year," says Jan Lindman, who is also the CEO of Gluonen.
– "Last year, we made fewer trades than usual because we found the market development very difficult to assess. However, the company's investments have developed quite well in the long term, so we are not stressed about taking it easy with trades sometimes."
Even in 2023, Gluonen performed well, with a result of 1.4 million SEK after tax.
Choosing Swedish – for 70 Million
The portfolio is consistently blue and yellow – this has always been the royal family's strategy.
– "The focus is on Swedish stocks and quite traditional ones. We have some foreign stocks in a few Nordic companies, but the focus is on Swedish stocks," says Jan Lindman.
– "We try to find a balance in the portfolio to spread risks and opportunities."
The royal family owns shares in a total of eleven companies, and the portfolio's current value is approximately 70 million SEK, according to Avanza's news site Placera.
More than a quarter of the portfolio consists of the Wallenberg family's investment company, Investor.
They also own shares in Volvo, Securitas, Atlas Copco, Bure Equity, Medicover, Cavotec, and Latour.
In 2025, they also bought shares in Alfa Laval and sold some in Sandvik, according to Placera.
Princess Sofia's Company Faces Loss
While Prince Carl Philip profits from stock trading, his wife Princess Sofia's company, SKB Sweden AB, faced a loss.
The company, which deals with consulting, investments, property management, and "sales in the textile and clothing industry," made a loss of 307,861 SEK in 2024.
Princess Sofia owns the company but is not on the board. Her father, Erik Hellqvist, is a board member, and her sister, Sara Hellqvist Bailey, is a deputy.
Ups and Downs for the King
Other royal companies also reported minor losses last year.
The King's company, Bensor AB, which owns Sollidens Slott AB and Stenhammars Godsförvaltning AB, made a loss of 40,674 SEK in 2024.
Sollidens Slott also went negative, with a loss of 63,915 SEK, while Stenhammar made a profit of nearly one million.
Prince Daniel's company, Fornwij AB, where he has withdrawn over 30 million SEK in profit over the past ten years, went down 42,768 SEK in 2024, according to the annual report.