The statistical news is based on reports from the Integrated Portfolio Investment Survey (CPIS), an initiative of the International Monetary Fund (IMF), which most countries report semi-annually. The CPIS report includes shares held in portfolio assets abroad and is part of the foreign position in Sweden. Sweden has participated in the survey since 2001. In the first half of the year, the position information refers to the level of assets at the end of June, and in the second half of the year, the level of assets at the end of December. . Starting with reporting in the first half of 2019, information is drawn from the Securities Holdings (VINN) database instead of being collected directly from informants. Read more about new sources on balance of payments: New sources for securities statistics (scb.se).
In connection with the publication of the second half of 2022, the information on Swedes’ foreign holdings and financial units has been updated with new information for 2013-2018. For more information, see the document 2023-09-04, Continuous manipulation of time series for securities statistics.
What are portfolio assets?
Stocks in trading and securities are grouped under the concept of portfolio investments, which include stocks, funds and interest-bearing securities. For it to be a portfolio investment, the ownership must be less than 10 percent of the votes, and if the ownership is more than 10 percent, it is defined as a direct investment.