This is a preview version of the API intended for early testing and integration. Preview versions are not stable and may include breaking changes before general availability.

SE · Intelligence API · 2026-04-01

WealthConcentrationFindings

Portfolio concentration from the metrics service: shares are fractions (0.5912 is 59.12 %) and HHI runs from 0 to 1. Every field is nullable: null means the metrics service did not report it, and a null list is not an empty one.

benchmarkSnapshotDatestring[date]

fxAsOfstring

fxRatesAvailableboolean

holdingsCountRequiredinteger[int32]

inputWealthConcentrationInput

peerDataAvailableboolean

productLevelArray<WealthConcentrationProductMeasures>

userLevelWealthConcentrationMeasures

versionWealthConcentrationVersion

Example

{
  "benchmarkSnapshotDate": "2026-11-02",
  "fxAsOf": "collected_at",
  "fxRatesAvailable": true,
  "holdingsCountRequired": 2,
  "input": {
    "inputComplete": true,
    "productsExcludedByCategory": 1,
    "productsExcludedStale": 0,
    "productsIncluded": 2,
    "productsReceived": 3,
    "productsUnknownType": 0,
    "subsetSelected": false
  },
  "peerDataAvailable": true,
  "productLevel": [
    {
      "collectionId": "4f6a9c2e-8b1d-4e7a-a3c5-0d9e2f1b6a84",
      "effectiveHoldingsCount": 2.33,
      "hhi": 0.4284,
      "holdingsCount": 4,
      "holdingsCountSufficient": true,
      "holdingsExcludedNoFx": 0,
      "holdingsExcludedNoIsin": 0,
      "holdingsExcludedNonPositive": 0,
      "largestPositionPct": 0.5886,
      "largestPositions": [
        {
          "isFund": true,
          "isin": "SE0000000011",
          "name": "Global Index Fund",
          "pct": 0.5886
        },
        {
          "isFund": true,
          "isin": "SE0000000037",
          "name": "Nordic Small Cap Fund",
          "pct": 0.2663
        },
        {
          "isFund": false,
          "isin": "SE0000000045",
          "name": "Example Industrials AB B",
          "pct": 0.088
        }
      ],
      "productId": "a91f3c5e-7d2b-4e8a-b6c4-3e1d9f7a2c58",
      "top3Pct": 0.9429
    },
    {
      "collectionId": "9c1e7b3a-2d5f-4c8e-b6a0-7e3d1f9a5c26",
      "effectiveHoldingsCount": 1.32,
      "hhi": 0.7592,
      "holdingsCount": 2,
      "holdingsCountSufficient": true,
      "holdingsExcludedNoFx": 0,
      "holdingsExcludedNoIsin": 0,
      "holdingsExcludedNonPositive": 0,
      "largestPositionPct": 0.86,
      "largestPositions": [
        {
          "isFund": true,
          "isin": "SE0000000021",
          "name": "Generation Fund 1985",
          "pct": 0.86
        },
        {
          "isFund": true,
          "isin": "SE0000000060",
          "name": "Global Bond Fund",
          "pct": 0.14
        }
      ],
      "productId": "f0b6d4a2-3e8c-4f1a-9d7b-2c5e8a1f6b34",
      "top3Pct": 1
    }
  ],
  "userLevel": {
    "effectiveHoldingsCount": 3.6,
    "hhi": 0.2775,
    "holdingsCount": 6,
    "holdingsCountSufficient": true,
    "holdingsExcludedNoFx": 0,
    "holdingsExcludedNoIsin": 0,
    "holdingsExcludedNonPositive": 0,
    "largestPositionPct": 0.3583,
    "largestPositions": [
      {
        "isFund": true,
        "isin": "SE0000000021",
        "name": "Generation Fund 1985",
        "pct": 0.3583
      },
      {
        "isFund": true,
        "isin": "SE0000000011",
        "name": "Global Index Fund",
        "pct": 0.3433
      },
      {
        "isFund": true,
        "isin": "SE0000000037",
        "name": "Nordic Small Cap Fund",
        "pct": 0.1553
      }
    ],
    "peer": {
      "hhiPercentile": 0.45,
      "largestPositionPercentile": 0.35,
      "peerMedianEffectiveHoldings": 3.26,
      "peerMedianHhi": 0.3064,
      "peerMedianHoldingsCount": 8,
      "peerMedianLargestPositionPct": 0.4524,
      "peerMedianTop3Pct": 0.8313,
      "peerP10Hhi": 0.1101,
      "peerP25EffectiveHoldings": 1.96,
      "peerP25Hhi": 0.1808,
      "peerP25HoldingsCount": 4,
      "peerP25LargestPositionPct": 0.2965,
      "peerP25Top3Pct": 0.6305,
      "peerP75EffectiveHoldings": 5.53,
      "peerP75Hhi": 0.5105,
      "peerP75HoldingsCount": 14,
      "peerP75LargestPositionPct": 0.6631,
      "peerP75Top3Pct": 0.9833,
      "peerP90Hhi": 0.7709,
      "peerP90LargestPositionPct": 0.8721,
      "peerP90Top3Pct": 1,
      "segment": "SE_30_44",
      "segmentUserCount": 12052
    },
    "scope": "combined",
    "top3Pct": 0.8569
  },
  "version": {
    "api": 1,
    "kernel": "1.7.0",
    "methodology": 4
  }
}

{  "benchmarkSnapshotDate": "2026-11-02",  "fxAsOf": "collected_at",  "fxRatesAvailable": true,  "holdingsCountRequired": 2,  "input": {    "inputComplete": true,    "productsExcludedByCategory": 1,    "productsExcludedStale": 0,    "productsIncluded": 2,    "productsReceived": 3,    "productsUnknownType": 0,    "subsetSelected": false  },  "peerDataAvailable": true,  "productLevel": [    {      "collectionId": "4f6a9c2e-8b1d-4e7a-a3c5-0d9e2f1b6a84",      "effectiveHoldingsCount": 2.33,      "hhi": 0.4284,      "holdingsCount": 4,      "holdingsCountSufficient": true,      "holdingsExcludedNoFx": 0,      "holdingsExcludedNoIsin": 0,      "holdingsExcludedNonPositive": 0,      "largestPositionPct": 0.5886,      "largestPositions": [        {          "isFund": true,          "isin": "SE0000000011",          "name": "Global Index Fund",          "pct": 0.5886        },        {          "isFund": true,          "isin": "SE0000000037",          "name": "Nordic Small Cap Fund",          "pct": 0.2663        },        {          "isFund": false,          "isin": "SE0000000045",          "name": "Example Industrials AB B",          "pct": 0.088        }      ],      "productId": "a91f3c5e-7d2b-4e8a-b6c4-3e1d9f7a2c58",      "top3Pct": 0.9429    },    {      "collectionId": "9c1e7b3a-2d5f-4c8e-b6a0-7e3d1f9a5c26",      "effectiveHoldingsCount": 1.32,      "hhi": 0.7592,      "holdingsCount": 2,      "holdingsCountSufficient": true,      "holdingsExcludedNoFx": 0,      "holdingsExcludedNoIsin": 0,      "holdingsExcludedNonPositive": 0,      "largestPositionPct": 0.86,      "largestPositions": [        {          "isFund": true,          "isin": "SE0000000021",          "name": "Generation Fund 1985",          "pct": 0.86        },        {          "isFund": true,          "isin": "SE0000000060",          "name": "Global Bond Fund",          "pct": 0.14        }      ],      "productId": "f0b6d4a2-3e8c-4f1a-9d7b-2c5e8a1f6b34",      "top3Pct": 1    }  ],  "userLevel": {    "effectiveHoldingsCount": 3.6,    "hhi": 0.2775,    "holdingsCount": 6,    "holdingsCountSufficient": true,    "holdingsExcludedNoFx": 0,    "holdingsExcludedNoIsin": 0,    "holdingsExcludedNonPositive": 0,    "largestPositionPct": 0.3583,    "largestPositions": [      {        "isFund": true,        "isin": "SE0000000021",        "name": "Generation Fund 1985",        "pct": 0.3583      },      {        "isFund": true,        "isin": "SE0000000011",        "name": "Global Index Fund",        "pct": 0.3433      },      {        "isFund": true,        "isin": "SE0000000037",        "name": "Nordic Small Cap Fund",        "pct": 0.1553      }    ],    "peer": {      "hhiPercentile": 0.45,      "largestPositionPercentile": 0.35,      "peerMedianEffectiveHoldings": 3.26,      "peerMedianHhi": 0.3064,      "peerMedianHoldingsCount": 8,      "peerMedianLargestPositionPct": 0.4524,      "peerMedianTop3Pct": 0.8313,      "peerP10Hhi": 0.1101,      "peerP25EffectiveHoldings": 1.96,      "peerP25Hhi": 0.1808,      "peerP25HoldingsCount": 4,      "peerP25LargestPositionPct": 0.2965,      "peerP25Top3Pct": 0.6305,      "peerP75EffectiveHoldings": 5.53,      "peerP75Hhi": 0.5105,      "peerP75HoldingsCount": 14,      "peerP75LargestPositionPct": 0.6631,      "peerP75Top3Pct": 0.9833,      "peerP90Hhi": 0.7709,      "peerP90LargestPositionPct": 0.8721,      "peerP90Top3Pct": 1,      "segment": "SE_30_44",      "segmentUserCount": 12052    },    "scope": "combined",    "top3Pct": 0.8569  },  "version": {    "api": 1,    "kernel": "1.7.0",    "methodology": 4  }}