Our strategy

We have a clear and well defined strategy aiming at future-proofing Investor and our companies in order to maximize long-term value.

Our ultimate target is to generate an attractive total shareholder return. Our annual return requirement is 8-9 percent (risk-free interest rate plus equity market risk premium). To deliver our ultimate target we need to 

  • Grow NAV
  • Pay a steadily rising dividend 
  • Operate efficiently and sustainably 

To meet our strategic priorities, we focus on three prioritized areas: Performance, Portfolio, and People.

Our strategy

Part of something bigger 

Since 1917, the Wallenberg Foundations have been Investor’s largest shareholder, with a purpose to contribute to the betterment of Sweden by funding excellent research, research projects and education. 

 

Investor builds sustainable companies that generate dividends, fueling this unique ecosystem. 

 

The foundations’ initiatives bridge science and industry across life sciences, mathematics, data, materials science, AI, and quantum technology. With a long-term perspective, they have granted some SEK 50bn to date. We are proud to be part of this network, driving the sustainable transition through collaboration and knowledge sharing

Created impact 2025

15% Total Shareholder Return 

SEK 15.9bn dividend paid of which SEK 3.7bn  to our main owners, the Wallenberg Foundations 

-90% CO2e emissions compared to 2016 (Investor AB) 

-74% CO2e emissions compared to 2016 (portfolio companies) 

Created impact 2025

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