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Swedbank A

Annual Report Jun 25, 2014

2978_rns_2014-06-25_9e2ff762-01df-4b64-ae7b-de93a6a39896.pdf

Annual Report

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Annual Report

Contents

Board of Directors' report

Income, balance sheet and notes, Group

Income, balance sheet and notes, parent company

Financial information 2014

Q1 interim report 28 april Q2 interim report 16 July Q3 interim report 21 October

Annual General Meeting

The 2014 annual General Meeting will be held at Dansens Hus in Stockholm on Wednesday 19 March at 10 am. The proposed record day for the dividend is 24 March 2014. The last day for trading in Swedbank's shares including the right to the dividend is 19 March. For more information, see page 185 and the notice of the aGM at www.swedbank.com.

Swedbank in brief

Swedbank has roots fi rmly entrenched in Sweden's savings bank history, the cooperative agricultural bank tradition and Hansabank's signifi cant role in the Baltic countries. Swedbank has a leading position in its home markets of Sweden, Estonia, Latvia and Lithuania.

We have an important role both in the fi nancial system and in the local communities where we are active. We promote a sound and sustainable fi nancial situation for our customers and society as a whole.

Swedbank serves everyone, from customers with basic needs to those who require advanced banking services, and does it in a way that creates value for customers, society, shareholders and employees. We work to develop close, long-term relationships.

On a daily basis our values – open, simple and caring – mean, among other things, that our services and advice must be easily understood, appropriate and accessible.

Swedbank shall maintain a robust balance sheet that can withstand economic swings. Evaluating and managing risks is part of what we do every day. We spread risks through a broad customer base of private individuals and companies in many different sectors and through a sustainable balance between deposits and lending in our home markets.

Strategy

Accessible full-service bank …

… with decision-making close to our customers …

  • … low risk …
  • … and high cost effi ciency

For more information, see page 6

Markets

Sweden, Estonia, Latvia and Lithuania are Swedbank's home markets. To support our customers' businesses, Swedbank also has operations in Norway, Finland, Denmark, the US, China and Luxembourg.

Market shares private market corporate market

Key fi gures 2013 2012
Profi t for the year, continuing operations, SEKm 15 241 15 298
Return on equity, %1 14.7 15.6
Common Equity Tier 1 capital ratio (Basel 3), %2 18.3 15.4
Common Equity Tier 1 capital ratio (Basel 2), % 18.7 16.7
Total income 36 938 36 268
Total expenses 16 648 16 560
Cost/income ratio 0.45 0.46
Credit impairment ratio, % 0.00 –0.01
Share of impaired loans, gross, % 0.55 1.05
risk weighted assets (Basel 3), SEKbn 441 487
risk weighted assets (Basel 2), SEKbn 452 464
Total assets, SEKbn 1 821 1 847
Lending to the public, SEKbn3 1 215 1 184
Deposits from the public, SEKbn3 599 558
Earnings per share, SEK4 13.79 13.88
Dividend per share, SEK5 10.10 9.90
Number of full-time employees 14 265 14 861

2013 results

  • Stable profi t
  • Controlled costs
  • Increased capitalisation
  • Improved market position
  • Proposed dividend of SEK 10.10 per share

1) Calculated for continuing operations 2) according to Swedbank's current interpretation of future regulations

3) Excluding the Swedish national Debt Offi ce and repos

4) Continuing operations after dilution and without deducting the preference share dividend 5) Board of Directors' proposal for 2013

Our business segments

Financial reporting is divided into four segments.

Swedish Banking

Sweden is Swedbank's largest market, with 4 million private customers and 250 000 corporate customers. This makes us Sweden's largest bank in number of customers. We are available through our digital channels and branches, as well as through the cooperating savings banks and franchisees.

Share of Group's total income Share of profit before

Large Corporates & Institutions

Responsible for Swedbank's offering to customers with revenue over SEK 2 billion and those with complex needs due to multinational operations or sophisticated financing solutions. Develops corporate and capital market products for the rest of the bank and the savings banks.

impairments

Baltic Banking

With around 4 million private customers and over 250 000 corporate customers, Swedbank is the largest bank in terms of customers in Estonia, Latvia and and Lithuania. According to surveys, we are the most respected company in the financial sector. We are available both through digital channels and branches.

Group Functions & Other

Consists of three types of centralised business support units: Group Products, Group Staffs and Ektornet. Group Functions & Other supports the three other business segments.

Share of Group's total income Share of profit before
impairments
6
%
Estonia 6
%
Estonia
5
%
Latvia 5
%
Latvia
4
%
Lithuania 4
%
Lithuania

4% Lithuania

impairments

Customer demand drives the bank's development

Our customers are the ones who drive future banking. Their expectations of us change as technological developments offer new ways to bank. We want to be a modern and attractive bank in the future as well, this is why it has to be easy to do business with us.

Swedbank's history goes back nearly two hundred years, when savings banks were opened around the country. Through thrift and hard work, our customers' bank books grew, allowing them to raise their standard of living, live comfortably in old age or even start a business. While we are proud of our heritage, which also includes agricultural credit societies and Hansabank, we cannot rest on our laurels.

It is no secret that the Swedish public has low trust in banks. That this applies to the whole sector is no excuse. The fact remains, we have to be better. We want customers to recommend us to friends and acquaintances because they appreciate their contact with the bank as well as our products and services. We know it will take time to improve customer satisfaction in Sweden, but we are also convinced that we are heading the right direction and that we will succeed.

Improving customer value is our top priority

Swedbank posted good results in 2013. Profit was SEK 15.2 bn. Our financial strength allows us to develop better banking solutions and improve service. Our customers want simple, transparent offerings, and that is why it has to be easy to bank with us. During the year, among other things, we launched a special mobile banking app for young people and another for business customers. Through the Mobile Bank, you can now check all their credit card transactions and track payments and receipts. In our digital channels customers can bank and stay updated on their finances anywhere at any time.

We broke new ground in 2013 by introducing video advisory services at around twenty branches, where customers can now dialogue with advisors and experts from other parts of the bank. Video advice is still in its infancy, but more customers will be able to choose this option. In the future, they will also be able to meet their advisor while at home sitting on the sofa through a smart TV or at the kitchen table through a tablet.

Besides doing what all full-service banks do, we have to do it better and more efficiently. This makes it vital that we 1) offer banking services for everyone and 2) are engaged in the communities where our customers live and work. We have many customers and contacts throughout society. When society is thriving, the bank benefits. We focus our engagement on areas where we have special expertise and where we, together with our customers and partners, can make the biggest difference. In 2013 we continued our work with job opportunities for young people and foreign-born residents, with better education and financial know-how, and we became increasinlgy involved with issues regarding the Swedish housing market. Increasing the level of construction and infrastructure investment, especially in expansive metropolitan areas, is necessary for the health of the entire economy.

More of our resources closer to our customers

We are dedicating more and more resources to the part of our bank that meets our customers. Today we can offer advice in more ways and to more customers than ever. By simplifying decision-making channels, we can offer faster service better adapted to local conditions and individual customer needs.

In Estonia, Latvia, and Lithuania, our customer satisfaction is consistently high, and in these countries we have made more progress in adapting to changing needs and preferences than in our Swedish retail operations. Customer satisfaction is also high among large companies and institutions. The common denominator is that we have begun implementing changes in the Baltic countries and our corporate operations earlier than in the Swedish retail operations.

Since early 2013 we have been decentralising our operations in Sweden. Customer meetings will be in the forefront of everything we do. We shall not do anything that does not create value added for our customers. Consequently, all centralised support functions are going through a bidding process that gives our advisors more say over what the rest of the bank does. This will produce better support functions that enable us to directly meet our customers' needs and wishes.

External trends create opportunities

The financial sector is undergoing significant change, including at a regulatory level within the EU.

Stress tests by the Riksbank and the Swedish Financial Supervisory Authority show that Swedbank is financially strong with small aggregate risks. During the year the Common Equity Tier 1 capital ratio increased to 18.3 per cent.

We are dedicating more and more resources to the part of our bank that meets our customers. Today we can offer advice in more ways and to more customers than ever before.

Michael Wolf President and CEO

As a whole, this helped to further reduce our funding costs during the year.

We support regulatory efforts to increase financial stability. At the same time we have to be clear that tougher banking requirements will unavoidably lead to higher costs for both the bank and our customers. Old established models have to be reevaluated when new requirements are established. Many of the changes are putting consumers in a stronger position and giving them greater choice, which promotes competition and spurs development. For banks that can adapt quickly, there will be huge opportunities. We have already begun the work to develop simpler and more flexible solutions. We are in a good position.

Stockholm, February 2014

Michael Wolf President and CEO

External trends are driving the banking sector...

Macroeconomic conditions, changing regulations and technological development are challenging the banking sector while at the same time creating opportunities. One of the challenges for established companies like Swedbank is increased competition from new players. The situation also offers significant opportunities for those who can adapt quickly.

Economic development is one of the main drivers of the banking sector. Another important driving force is changing regulations, which are creating a completely different competitive picture. Customer choice is increasing as technological development and digitalisation give rise to new opportunities and behaviour.

How the economy affects the banking sector

Favourable macroeconomic conditions lead to greater activity among households and businesses. In times of weaker development, activity is slower, limiting the banking sector's opportunities. The major underlying imbalances in the global economy are currently fuelling uncertainty from a national and international perspective. Globally, signs that some central banks are tapering their fiscal support could have a major impact in 2014. The reduction of these measures is a sign of strength, yet the central banks face a delicate balancing act where tapering has to be calibrated against the pace of future development. This involves considerable complexity, and it is uncertain how the continued phase-out of central bank support will affect debt levels, prices and remaining imbalances in the wake of the financial crisis in 2008–09.

Macroeconomic conditions

While many are cautiously optimistic about the future, it will be difficult for banks operating in Sweden and the Baltic countries to return to growth rates before the crisis. This would not be desirable either, since the credit expansion it created was not sustainable.

In Sweden, economic development was weaker than expected in 2013. Still, relatively strong development since 2010 has improved Sweden's reputation for quality and resulted in lower funding costs for the state, banks and other Swedish companies and institutions. There are signs of imbalances in the economy, however, especially in the housing market. Persistent excess demand has arisen due to a low level of housing construction, which has led to rising home prices and growing household debt. The latter has forced the Riksbank to keep the repo rate at a higher level than economic conditions otherwise warrant, which is inhibiting potential growth.

In our Baltic home markets – Estonia, Latvia and Lithuania – the economic recovery is expected to continue, with growth rates of around 4 per cent in the years ahead. Unemployment and inflation are projected to fall at the same time that external imbalances shrink, resulting in lower risk. This positive development is largely the result of extensive reforms and economic policies that align with the EU. Latvia adopted the euro on 1 January 2014 and Estonia on 1 January 2011. Lithuania is preparing for EMU membership.

Demands on the banking sector from the market and regulators have risen.

Regulatory changes create threats and opportunities

Demands on the banking sector from the market and regulators have risen. The increased regulation that has resulted is leading to higher capital and funding requirements. Clearer regulations will ensure banks do not become a financial burden to society. Regulation also makes it clearer what types of risks financial institutions face. It separates the stable, more profitable banks and tends to favour established players.

Other regulation – both in Sweden and the EU – aims to strengthen the consumer's position and create more choice. This is leading to greater competition and in the long run lower prices – unlike increased regulation, which drives costs higher. Changes that strengthen consumers thus also require that banks achieve greater efficiencies in order to remain competitive.

Technology is changing customer behaviour

Technological possibilities offered by digitalisation are creating new ways to distribute products and services and putting consumers in a stronger position by making it easier – through increased transparency - to compare offers. These changes are leading to new needs and preferences. Banks are seeing growing demand for digital services, especially among young customers, whose need for financial products and services is likely to grow as they age and their incomes grow.

In addition to improvements for customers, digitalisation creates opportunities for banks, which can profit from efficiency gains such as reduced use of cash in society. The willingness of customers to quickly adopt digital solutions at the same time attracts new companies, which see opportunities to establish themselves in parts of the financial system. To date, the biggest pressure to change has been in consumer credit and payment.

… and steer our priorities

The aim of Swedbank's strategy is to create long-term value for our customers, owners and other stakeholders. The priorities are continuously adapted to changing conditions to ensure that we remain competitive. Taken together, this will lead to our overarching goals.

External trends

  • Macroeconomy
  • Regulatory changes
  • Technological development
  • Increased competition

Strategy

  • Accessible full-service bank …
  • … with decision-making close to our customers …
  • … low risk …
  • … and high cost efficiency

For more information on our strategy, see page 6

Priorities

  • Improve customer value
  • Strengthen market position
  • Increase decision making close to our customers
  • Increase cost efficiency

For more information on our priorities, see page 7

Goals

  • Increased customer value
  • Increased engagement among our employees
  • Return on equity of at least 15 per cent
  • Market-leading cost efficiency
  • Solid capitalisation

For more information on our goals, see pages 89

Customer value and sustainability are the core of our strategy

By being a profitable bank with low risk, we are able to build relationships that meet our customers' needs in both the short and long term. The aim of our strategy is to create sustainable value for customers, society, shareholders and employees.

Accessible full-service bank …

We provide households and businesses with everything from basic transaction services to the most advanced advisory services. Our goal is to do it in a sustainable way that creates customer value. Therefore, our products and services are based on and adapted to our customers' needs and behaviour. By actively promoting accessibility, we increase the overall customer value in the local communities where we operate. We are an inclusive bank with services catered to a variety of needs. Basic services that can be automated are mainly self-service options. More complex services that require advice are offered in direct contact with our employees. We promote a sound and sustainable financial situation.

… with decision-making close to our customers ...

Our offering is designed with our customers in mind. All decisions are therefore made as close to customers as possible – without unnecessary lead times and helped by the adviser's knowledge of the local market. That competence is also the basis for what products and services are offered. The advisor takes responsibility for pricing, risk, profit and loss, and balance sheet. This promotes employee engagement as well as opportunities for personal development for our staff, in tandem with creating incentives for adaption to local needs and improved accessibility, which strengthen customer value.

… low risk …

Swedbank's mortgages and other lending are financed through capital market funding. Stable profitability and low risk are essential in order to win the trust of this market. For earnings to remain stable over time requires a low risk level. A low risk profile facilitates low funding costs, which benefit all our stakeholders. Risk is kept low by the high quality of the bank's lending, where each borrower's solvency, solidity and collateral are always the determining factors. Moreover, the bank maintains a sustainable balance between deposits and lending and tries to match maturities. Swedbank's priority is sustainable growth.

… and high cost efficiency

External trends increase the importance of being able to manage capital and expenses efficiently. Capital efficiency is attained through our employees being knowledgeable about customers and what affects risk weighted assets and tied-up capital. Cost efficiency is among other things attained by developing our products cooperatively at the Group level. Our broad customer base gives us the economies of scale and opportunities to create cost-effective solutions with the help of new technology. We continuously adapt to external trends in order to do things better, more simply and more efficiently. To be the market leader in cost efficiency, we promote a corporate culture where all employees are well aware of and cautious with expenses. The more cost-effective we are, the more customer value can be created through greater investment opportunities.

Priorities 2014: Increased customer focus

Swedbank's priorities ensure long-term competitiveness by continuously adapting to external trends. The priorities direct our focus to the areas we feel contribute the most to long-term value creation.

Improve customer value

  • Continue to invest in accessibility, service and quality
  • Devote more resources to customer meetings
  • Simplify and clarify our offering

To stay competitive, we will continue to improve customer value. External trends, including regulations and increased digitalisation, are leading to greater transparency and opportunities to compare various offers. To quickly adapt to this through continued investments — in increased accessibility, quality, and functionality — at the same time that our product offering will be simplified, will contribute to increased customer value. We will also make it easier to choose the right means of contact for each service. The share of resources in central staffs will be reduced, to enable more resources when meeting our customers. In this context, further investment in competence development is also central.

Strengthen market position

  • Grow in existing markets
  • Build long-term relationships
  • Coordinate offerings

We will grow with current and future customers in existing markets. Since we have private customers who run companies and corporate customers who employ our private customers, the bank's offering has to be increasingly coordinated. Stronger internal cooperation will allow more of our customers to benefit by doing the majority of their banking with us. All contacts with the bank – regardless of channel – are part of building relationships. Targeted measures will be taken in a number of product areas, and for customers with more complex needs, to strengthen our market position and better meet customer demand.

Increase decision making close to our customers

  • Decentralise mandates and improve business support
  • Strengthen leadership and employeeship
  • Utilise and develop talents through increased internal mobility

Through increased decision-making authority and competence training, we strengthen our employees. To make sure decisions are made as close to customers as possible, Swedbank has a framework that develops business acumen and over time gives customer service managers more say. It also increases the demands on the bank's managers, since a growing share of our business is being handled in direct contact with the customer. By focusing on leadership and a more results-oriented corporate culture — with the customer at the centre — we support local decision-making. Parts of the previously centralised risk organisation are being moved closer to business operations at the same time that local credit mandates are being increased. We are working to expand our employees' skills, create development opportunities within the bank and promote internal mobility, gender equality, and diversity.

Increase cost efficiency

  • Simplify internal processes
  • Adapt Group Functions based on customer needs
  • Increase cost consciousness

To offer competitive services long-term will require continuous cost consciousness and rationalised internal processes. A more results-oriented corporate culture will keep the focus on income, but also — against the backdrop of exernal trends — emphasise cost efficiency in order to offer long-term customer value. We will automate processes and encourage self-service. Responsibility for keeping costs low is shared by every employee of the bank. Efficiency is also created through greater cooperation and integration. All internal services will be open to competitive bidding, where units that directly interact with customers will decide whether the services offered by the bank's support functions are worth the price. Customers' needs and preferences which are channelled from advisors through the organisation will determine which activities are selected. This will sharpen the staff functions and improve quality.

Financial statements and notes – Group Increased customer focus…

64 Income statement 65 Statement of comprehensive income Taken together, our goals contribute to the creation of long-term value. A high level of customer value is a requirement for sustainable profitability.

Customers Customer satisfaction measured by SQI for Sweden

Balance sheet 119 Note G21 Treasury bills and other bills eligible for refinancing with central banks, etc. 119 Note G22 Loans to credit institutions 120 Note G23 Loans to the public 121 Note G24 Bonds and other interest-bearing securities GOAL: Increased customer value. WHY: Customer value, together with customer satisfaction, trust and a positive brand image, explains the extent to which customers will choose our products and services to meet their banking needs. High customer value is a condition for sustainable profitability. We monitor this through our own and public surveys of customer satisfaction among other things (by Swedish Quality Index and Customer Satisfaction Index in Sweden and TRIM in the Baltic countries).

the investment risk

93 Market risk 94 Interest rate risk Employees Engagement Index, 2013

88 Liquidity risk

95 Currency risk

123 Note G28 Derivatives 124 Note G29 Intangible fixed assets 127 Note G30 Tangible assets 127 Note G31 Investment properties 128 Note G32 Other assets 128 Note G33 Prepaid expenses and accrued income GOAL: Increased employee engagement. WHY: Engaged employees contribute to successful business for our customers. By gradually increasing our employees' decisionmaking authority, they become more involved and take long-term responsibility for our customers' finances. A prerequisite for this is competence and leadership with a composition that meets demand and diversity in our broad customer base. We monitor employee engagement through an annual survey.

102 Note G5 Operating segments 104 Note G6 Products Return on equity ROE compared with industry average, %

105 Note G7 Geographical distribution

128 Note G37 Debt securities in issue 128 Note G38 Short positions in securities 129 Note G39 Pension provisions 131 Note G40 Insurance provisions 131 Note G41 Other liabilities and provisions GOAL: Return on equity of at least 15 per cent. WHY: Swedbank's shareholders require a competitive return on the capital they invest. At the same time Swedbank has to be profitable to stay competitive in the long term and create investment opportunities. We also have to ensure the bank can withstand periods of major economic stress, which is largely determined by our earning capacity, risk level and capitalisation.

115 Note G14 Other general administrative expenses Cost efficiency C/I ratio compared with industry average

115 Note G15 Depreciation/amortisation of tangible and

137 Note G47 Financial assets and liabilities which have been offset or are subject to netting agreements or similar agreements Statement of cash flow 138 Note G48 Specification of adjustments for non-cash items GOAL: Market-leading cost efficiency. WHY: In an increasingly global and transparent world, and in light of regulatory changes, competition for banking services is growing. To offer competitive services over the long term requires a continuous focus on cost efficiency. Swedbank shall be the market leader in cost efficiency.

132 Note G45 Fair value of financial instruments

119 Note G20 Tax for each component in other comprehensive income Capitalisation CET1 capital ratio, Basel 3, %

139 Note G52 Operational leasing 140 Note G53 Business combinations 140 Note G54 Change in ownership interest in subsidiary 141 Note G55 Discontinued operations 142 Note G56 Related parties and other significant relationships 142 Note G57 Sensitivity analysis 148 Note G58 Events after 31 December 2013 GOAL: Solid capitalisation. WHY: The Swedish Financial Supervisory Authority has not yet decided on the final Swedish capital requirements. The Board of Directors will establish a new capital target once the regulations are in place. Swedbank's capitalisation will ensure it can withstand a stressed scenario from a solidity perspective and that it has access to competitive capital market funding. Low risk and a high earning capacity mean lower capital requirements, and vice versa.

…promote our ability to compete

Our focus on cost efficiency gives us the scope for investment required to enable us to remain an attractive bank in the future.

RESULT: Customer activity grew in 2013. The number of Mobile Bank customers increased by 33 per cent in Sweden, 80 per cent in Estonia, 64 per cent in Latvia and 114 per cent in Lithuania. Customer satisfaction in Sweden, measured by the Swedish Quality Index, fell by 2 points to 65 in 2013. In the Baltic countries, customer satisfaction is measured biannually by TRIM. In the latest survey from 2012 Estonia increased by one point to 74, while Latvia gained five points to 79 and Lithuania gained two points to 80. Swedbank was ranked as the fifth most respected brand in the Baltic region in 2013.

RESULT: In Swedbank's employee survey, the Engagement Index surpassed the average for comparable companies. This shows that the changes within the bank are having an impact and that the new organisation with decentralised decision-making promotes employee engagement, which in turn should contribute to our customers' success.

Employees Engagement Index, 2013

Return on equity ROE compared with industry average, %

RESULT: The return on equity for continuing operations decreased during the year to 14.7 per cent (15.6). The industry average was 12.7 per cent and includes the three major Swedish banks Nordea, SEB and Handelsbanken. Swedbank's profit for the year was driven by stronger net interest income and higher commission income. Expenses were largely unchanged. Low interest rates in 2013, combined with indications of higher capital requirements, reduced the possibility of achieving the ROE target. Profitability is dependent on our ability to continuously improve cost efficiency and automate and simplify processes.

RESULT: Expenses were largely unchanged compared with 2012. Expenses within Ektornet, which manages and develops the assets repossessed by the bank after the financial crisis, fell by 35 per cent for the full-year. IT expenses and staff costs rose, partly as the result of an increased number of customer service managers in Swedish Banking. One way to compare cost efficiency is the cost/income ratio. Swedbank's C/I ratio for 2013 was 0.45, lower than the average for Sweden's three other major banks: Nordea, SEB and Handelsbanken.

RESULT: The Common Equity Tier 1 capital ratio continued to improve during the year to 18.3 per cent (15.4) as of 31 December, according to Basel 3. The increase is attributable to profit for the year (after the proposed dividend) and lower risk weighted assets, which is mainly a result of positive rating migrations by individuals and tenant-owner associations in Sweden as well as companies in the Baltic countries. Lower exposures in Russia and the sale of the Ukrainian operations also reduced the risk weighted amount. Efficiency improvements continue to have a positive effect on the Common Equity Tier 1 capital ratio.

Capitalisation CET1 capital ratio, Basel 3, %

Engaged employees who take responsibility

Our success, and that of our customers, is based on engaged employees who are satisfied with their work and understand customers' needs. Responsibility for customers' finances is promoted by gradually empowering our employees to make their own decisions.

Our operations are founded on a strong local presence through engaged employees. A reorganisation was implemented in Sweden in 2013 to better serve customers. The new organisation is flatter and gives everyone with direct customer contact more decision-making authority.

Competent leadership is an important success factor

Among the keys to our long-term success are competence and leadership with a composition that meets the demand and diversity in our broad customer base. We still have a lot to do and learn. To succeed, we begin with our leaders — who are responsible for talent management. One example of how we are working actively is how the management team in the LC&I business area is being trained in gender equality. Another example is our involvement in Sweden in a competence initiative called "A Job at Last" in collaboration with the Swedish Public Employment Service, which is helping us to identify qualified employees among foreign-born graduates. In addition to competence, gender equality and diversity provide important contributions to the work environment and corporate culture, where we embrace a work-life balance.

Greater internal mobility and improved career opportunities.

Managers have to point the way forward and implement changes and therefore require continuous training. To strengthen leadership and business acumen, we work actively to develop and tap into our talent pool. At an early stage we identify, encourage and further develop promising employees with management potential. In 2014 a mentoring programme is being launched to help meet the bank's talent needs while at the same time improving internal mobility and career opportunities.

Development opportunities mean better customer service

Continuous skills development is needed to meet our customers' needs and adapt the bank to changing conditions. All employees take responsibility for their own development and contribute to the bank's success, primarily by developing on the job. Stimulating and challenging tasks – with the support of an immediate supervisor and experienced colleagues – give our employees the opportunity to grow.

Engaged employees and good leadership contribute to increased customer value.

Swedbank's role as an employer is to support employees' development and provide them with opportunities to meet their goals. The bank has a special process to ensure that personal goals contribute to the bank's overarching goals. Offering competitive products and services also requires cost awareness and efficient internal processes. This is a responsibility shared by every employee.

All employees play a part in building a stable, sustainable bank. Our aim is to offer market — but not market leading — pay rates. The majority of employees receive both fixed and variable pay. Our general remuneration programme complies with the Swedish Financial Supervisory Authority's guidelines and is designed to offer a long-term performance incentive that increases customer and shareholder value. For more information on employees, see note G13.

Increased engagement is the goal

Swedbank's annual employee survey provides input on collaboration, leadership and engagement. The 2013 survey saw an increase in engaged employees. The total Engagement Index rating was 82, against 81 for comparable companies. The Swedish retail operations made the biggest jump, indicating that the decentralised organisation introduced on 1 January 2013 is having an impact. The biggest improvement is in the willingness of our employees to recommend Swedbank as an employer. The recommendation index more than doubled in a year. This also shows that the changes made are making an impact. Employees with customer contact in the various Swedish regions reported the biggest improvements in the recommendation index. For more information on our employee goals, see pages 8–9.

Priorities 2014

The process of shifting decision-making authority closer to customers is continuing at full speed. This should increase our employees' development opportunities. At the same time we invest in leadership, and in 2014 we will continue to promote internal mobility , gender equality, and diversity, while also managing our talents and adjusting to external trends.

"My experience with Swedbank's social engagement has convinced me to personally become a customer of the bank. Rimaster has been one of the bank's business customers for years and has had a positive experience of Young Jobs."

Pernilla Norman, CFO of Rimaster

Local initiative to create growth and address youth unemployment

Trust built in close cooperation

Swedbank and the savings banks have been working with local municipalities and employment authorities since 2009 on an initiative called Young Jobs, which gives young people who have been unemployed for at least 90 days an opportunity to work as trainees through the bank's extensive network of corporate customers. For many young people, the trainee position is a critical step to enter the labour market.

"When we as a customer of Swedbank came into contact with Young Jobs, I suggested we take part and contribute since it is such an important issue," says Pernilla Norman, CFO of Rimaster. "We decided to join with the local business community in Söderhamn to invest in

our young people and create opportunities for the municipality to grow."

Young Jobs creates opportunities

Rimaster has had three trainees through Young Jobs. Kalle Rydin, shown above, began as a trainee at Rimaster in November. The collaboration by local businesses in Söderhamn generated a total of 159 trainee positions for young people in 2013 as part of the programme. For 34 of them, it has already led to employment.

Rimaster expands its participation

"In 2014 we will take new steps to reach out to as many employers and young people as

possible. Everyone in the community has to work actively together to get our young people working and reduce youth unemployment. Hiring them as trainees is a first step."

More than 5 000 trainee positions

On 31 December 2013, close to 55 000 persons below the age of 25 in Sweden had been unemployed for more than 90 days.

Young Jobs has created more than 5 000 trainee positions.

For more information, see Swedbank's Sustainability Report.

How we create earnings …

Swedbank's solid financial position and strong balance sheet pave the way for attractive solutions that increase customer value and long-term shareholder value.

Swedbank's offering
LOANS AND FINANCING Swedbank offers various types of loans for indi PRIVATE
viduals, businesses and institutions. Mortgages account for the largest
share. Corporate lending includes the usual bank loans as well as larger, more
complex forms of credit. Companies are also offered help with financing
through the bond market, with specialised financial advice (corporate
finance), and with identifying and managing risks. Loan products account
for about 70 per cent of the bank's balance sheet assets and the largest
share of net interest income.
SAVE AND INVESTSwedbank offers several forms of savings and invest
ments for individuals and businesses, including savings accounts, mutual
funds, endowment insurance, equities, derivatives and fixed income invest
ments. Income from savings and investment products accounts for just over
40 per cent of net commissions but is in part also included in net interest
income.
PENSIONS Swedbank offers every type of pension solution for individuals
and companies that are responsible for retirement and insurance issues.
There are public pensions (from the state), contractual pensions (from an
employer) and personal retirement savings.
INSURANCE We offer complete protection for private customers to insure
against illness, accident or death, as well as non-life insurance.
CARDS AND PAYMENTSA wide variety of payment options are available.
Our customers can choose between debit and credit cards, transfers
through our digital channels, and teller services at some branches. Cards
and payments account for about 35 per cent of net commissions.
INTERNATIONAL BUSINESS Swedbank has a comprehensive offering for
companies that do business outside Sweden e.g. account management, risk
management, trade finance and financing.
Loans
Save and invest
Pension & insurance
Cards and payments
CORPORATE
Financing
Investments
Pension & insurance
International business
Cash management
CASH MANAGEMENT Cash management basically means improving the
efficiency of a company's payment routines and cash flows with the help of
payment solutions, e-invoices and the right types of accounts and cards.
INCOME STATEMENT
NET INTEREST INCOME Net interest income is
the difference between the bank's interest
income and interest expenses. The bank's lending
generates interest income. Interest expenses con
sist of expenses for the deposits (savings) Swed
bank's customers have placed in the bank as well
as the cost of capital market funding.

NET COMMISSIONS Commission income is the fees the bank charges for its services e.g. cards and payments, asset management, loan commissions, equity trading, insurance and corporate finance.

NET GAINS AND LOSSES ON FINANCIAL

TRANSACTIONS This includes the result of the market valuation of equities, lending, funding, interest-bearing securities and currencies held by the bank. It is generated through both customers' and the bank's own trading in financial instruments and as a result of valuation effects, primarily from interest and exchange rate fluctuations.

… and how they are used

By continuously focusing on efficiency, we are able to invest in our customer offering, which creates shareholder value.

Simplified income statement Simplified balance sheet

INCOME SEKm
+ Net interest income 22 029
+ Net commissions 10 132
+ Net gains and losses
on financial transactions
1 484
Total income 36 938
EXPENSES
Total expenses 16 648
Credit impairments 60
Tax 4 099
Profit for the year,
continuing operations
15 241
ASSETS SEKm
Cash and bonds 242
Loans to the public 1 265
Loans to credit institutions 82
Derivatives 64
Total assets 1 820
LIABILITIES AND EQUITY
Deposits 621
Funding from capital markets 849
Derivatives 55
Equity 110
Total liabilities & equity 1 820

RETURN ON EQUITY

Swedbank's shareholders require a competitive return on their capital. At the same time profitability is needed to overcome times of economic turmoil. Stable earnings and low risk in the balance sheet are a key to keeping funding costs low, which benefits both customers and shareholders.

EQUITY/CAPITALISATION Regulations on how much capital banks have to keep have been tightened, even though the final Swedish capital requirements have not yet been set. To ensure that it can function well even under unfavourable conditions, Swedbank maintains an extra capital buffer. At the same time there is a cost associated with tied-up capital, which makes it important to maintain the buffer at a balanced level. Swedbank is currently one of the best capitalised banks in Europe. Read more on page 34.

per cent of profit for the year.

The dividend is 75

  • EXPENSES Nearly 70 per cent of Swedbank's total expenses relates to personnel and IT. Premises are the third largest expense.
  • CREDIT IMPAIRMENTS arise when a borrower e.g. cannot pay the interest or principal on their loan. It is natural that credit impairments arise in a bank, since all lending is associated with a risk that the borrower will not be able to fulfil their commitment. Assessing, monitoring and working proactively with credit risks is critical to minimising credit impairments.

BALANCE SHEET

  • CASH AND BONDS To be able to pay our commitments even if access to financing is closed off for an extended period, Swedbank maintains a liquidity buffer in the form of cash and liquid securities.
  • LOANS TO THE PUBLIC Lending to individuals and companies is a core business for Swedbank. About half of our lending to the public consists of mortgages in Sweden.
  • LOANS TO CREDIT INSTITUTIONS As part of the financial system, Swedbank also offers lending and deposits to other banks and credit institutions.
  • DERIVATIVES The bank and its customers protect themselves against unwanted changes in e.g. interest or exchange rates, which is why the bank trades and offers various types of derivatives, mainly swaps. Swed-

bank's largest market risk, interest rate risk, arises on both the asset and liability sides of the balance sheet, mainly because customers request different fixed-income periods in their deposits and lending.

DEPOSITS Deposits are an important part of Swedbank's core business and are used to finance a significant share of the bank's lending. Swedbank has a large, stable base of deposits in Sweden, Estonia, Latvia and Lithuania with high market shares.

FUNDING FROM CAPITAL MARKETS Lending that is not financed with deposits is funded through the capital markets. Swedbank's market financing is almost exclusively long-term.

Board of Directors' Report Financial analysis

Financial analysis

Stronger net interest income, higher commission income and stable expenses contributed to a financially successful 2013 for Swedbank. The result for continuing operations was SEK 15.2 bn.

Stable results

Profit before impairments increased by 3 per cent to SEK 20 290m (19 708). Stronger net interest income and higher commission income positively affected profit, while net gains and losses on financial items at fair value were lower year-onyear. Expenses were largely unchanged. Swedish Banking contributed the most to the higher result.

Profit before impairments, by business area

SEKm 2013 2012 SEKm
Swedish Banking 11 990 11 575 415
Large Corporates &
Institutions
4 277 4 149 128
Baltic Banking 3 179 3 064 115
Group Functions & Other 844 863 -19
Total excl FX effects 20 290 19 651 639
FX effects 57 -57
Total 20 290 19 708 582

The result for continuing operations amounted to SEK 15 241m (15 298). The result for discontinued operations was SEK–2 340m (–997), of which SEK 1 875m is a cumulative negative translation difference that was reclassified to the income statement from other comprehensive income in the second quarter in connection with the sale of the Ukrainian operations.

This reclassification did not affect the bank's capital, capitalisation or cash flow in 2013. The result was affected in 2008– 2009. The result for the period attributable to the shareholders decreased by 10 per cent to SEK 12 901m (14 304), mainly due to discontinued operations but also due to higher tangible and intangible asset writedowns and because the bank reported credit impairments of SEK 60m in 2013, compared with recoveries of SEK 185m in 2012.

Credit impairments of SEK 60m were reported in 2013, compared with net recoveries of SEK 185m in 2012. LC&I and Swedish Banking reported credit impairments, while Baltic Banking reported net recoveries, though lower than in 2012. Tangible asset writedowns rose by SEK 286m to SEK 693m, with SEK 652m related to Ektornet. Intangible asset writedowns amounted to SEK 182m (20) and mainly related to the writedown of IT systems in Swedbank Finance AB (reported within Group Functions & Other) and LC&I during the second quarter.

Fluctuations in exchange rates, mainly the appreciation of the Swedish krona against the euro and the Baltic currencies, reduced profit by SEK 60m. The return on equity for continuing operations was 14.7 per cent (15.6). The cost/income ratio was 0.45 (0.46).

Income increased slightly to SEK 36 938m (36 268), mainly driven by Swedish Banking and LC&I. Changes in exchange rates reduced income by SEK 102m.

Profit before impairments increased by 26 per cent to SEK 19.7bn. The increase was mainly due to stronger net interest income and higher net gains and losses on financial items at fair value as well as lower expenses.

Profit before impairments, SEKm Profit for the year attributable to the shareholders, SEKm

Swedbank's result in 2013 for continuing operations was SEK 15 241m.

Net interest income, SEKm

Net interest income grew by 8 per cent during the year, mainly due to the repricing of lending and lower funding costs.

Strong net interest income due to repricing and lower funding costs

Net interest income rose by 8 per cent to SEK 22 029m (20 361). The fee for government guaranteed funding decreased by SEK 258m and contributed positively. Higher volumes and the repricing of corporate lending contributed positively. Lower deposit margins due to falling Stibor and Euribor rates negatively affected net interest income. Fluctuations in exchange rates reduced net interest income by SEK 56m.

Increased customer activity and favourable stock market performance strengthened net commission income

Net commission income rose by 5 per cent to SEK 10 132m (9 614). Increased activity in financing solutions and higher commission income from asset management due to an increase in assets under management were the biggest contributors. The outsourcing of ATMs by Swedish Banking has reduced net commission income as well as expenses.

Lower net gains and losses on financial items at fair value due to valuation effects within Group Treasury

Net gains and losses on financial items at fair value decreased by 52 per cent to SEK 1 484m (3 073). The repurchase of government guaranteed bonds during the second quarter and covered bond repurchases during the year negatively affected net gains and losses on financial items at fair value. The results from equity, fixed income and currency trading were lower than in 2012, when the first-quarter results were very strong due to favourable market conditions.

Stable cost development

Expenses were largely unchanged at SEK 16 648m (16 560). Within Group Functions & Other, expenses for Ektornet and Swedbank Finance AB decreased. Within Swedbank Finance AB, the decrease was mainly due to a reclassification, which at the same time reduced net interest income. Expenses for transport and security fell by SEK 181m, telephone and postage expenses by SEK 83m and other expenses by SEK 142m. IT development

and staff costs rose. Higher variable staff costs are due to the addition of the 2013 share-based programme to the accruals of the previous share-based programmes for 2010, 2011 and 2012. Since 1 July 2010 Swedbank pays part of its variable remuneration in the form of shares. Share-based remuneration is accrued until the shares are settled. As a result, variable remuneration allocated to employees during the period differs from the recognised amount. Changes in exchange rates reduced expenses by SEK 44m.

The number of full-time positions decreased during the year by 596, of which 363 were in Ukraine and Russia, 402 in Baltic Banking and 111 in Ektornet (Group Functions & Other). Within Swedish Banking and LC&I, the number of full-time positions increased by 82 and 27, respectively. The remaining increase is mainly due to IT-related personnel within Group Functions & Other.

Lower Swedish corporate tax rate contributed to lower tax expense

The tax expense amounted to SEK 4 099m (4 157), corresponding to an effective tax rate of 21.2 per cent (21.4). The underlying effective tax rate was lower in 2013 than in 2012 due to a reduction of the Swedish corporate tax rate as of 1 January 2013. During the fourth quarter the tax expense was negatively affected by one-time effects, without which the effective tax rate would have been nearly 19.5 per cent in 2013.

Low credit demand in Swedbank's home markets

Credit demand in Swedbank's home markets was low in 2013. Swedbank's lending rose by 2.6 per cent, or SEK 30.3bn, of which SEK 3.8bn is due to currency effects. In Sweden, mortgage lending increased by SEK 15.9bn. Corporate lending within LC&I and Swedish Banking increased by SEK 10.9bn. In Baltic Banking, the lending portfolio grew slightly in Estonia and Lithuania, calculated in local currency, but decreased in Latvia. The discontinuation of the Russian and Ukrainian operations reduced lending volume by SEK 4.2bn.

Net commission income increased mainly due to increased activity in financing solutions and higher commission income from asset management.

Net commission income, SEKm Net gains and losses on financial items at fair value, SEKm

Large Corporates & Institutions Group Treasury Other

Net gains and losses on financial items at fair value decreased by 52 per cent due to valuation effects within Group Treasury.

Swedbank's goal was to keep expenses unchanged in 2013 compared with 2012. Expenses for 2013 rose by 0.5 per cent to SEK 16.6bn.

Board of Directors' Report Financial analysis

Swedbank's most important income sources are net interest income and net commission income, which in 2013 together accounted for 87 per cent of income. Other income mainly consists of income from associates, services sold to the savings banks and income from repossessed assets.

Proposed dividend of SEK 10.10 per share

The Board of Directors has proposed a dividend of SEK 10.10 (9.90) per share for the financial year 2013. This corresponds to a payout ratio of 75 per cent of the profit for the year attributable to the shareholders, excluding the cumulative negative translation difference of SEK 1 875m that was reclassified from other comprehensive income to profit and loss in connection with the sale of Swedbank's Ukrainian subsidiary. This was because the reclassification affected the bank's capital, capitalisation or cash flow in 2008-2009 rather than in 2013.

Events after 31 December 2013

Swedbank AB's Nomination Committee proposes Maj-Charlotte Wallin for election as a member of the Board of Directors. Born in 1953, her most recent assignment was at AFA Försäkring, where she was CEO in 2008-2013. The Nomination Committee further recommends the re-election of board members Anders Sundström, Ulrika Francke, Göran Hedman, Lars Idermark, Anders Igel, Pia Rudengren, Karl-Henrik Sundström and Siv Svensson. Charlotte Strömberg and Olav Fjell have declared they are not available for re-election due to the new regulations limiting the number of board positions which may be held.

In mid-February, Swedbank's acquisition of Sparbanken Öresund was announced. The acquisition strengthens our market position in a significant growth region. In connection with the acquisition, Färs & Frosta will merge with Sparbanken 1826 and purchase parts of Sparbanken Öresund from Swedbank. A new regional savings bank in southern Sweden will be formed and will be the largest savings bank in Sweden. Swedbank's holding in the new savings bank, whose proposed name is Sparbanken Skåne, will be 22 per cent. The transactions are subject to approval by the Swedish Financial Supervisory Authority, the Swedish Competition Authority, and the respective boards of Sparbanksstiftelsen Gripen and Sparbanksstiftelsen Öresund.

"Responsible lending has laid the foundation of our long, close relationship with the bank. Fabege and Swedbank are both responsible companies that are working to help their customers succeed."

Åsa Lind, CFO at Fabege

Responsible lending lays the foundation for sustainable banking

Common values produce results

The real estate company Fabege has been a customer of Swedbank for many years. With property holdings concentrated in Stockholm, Fabege takes a holistic view of urban development in order to create sustainable, lively environments for households and businesses. Åsa Lind, right, CFO at Fabege, cites common values as the reason why the collaboration with Swedbank has worked so well over time.

"Fabege and Swedbank are both responsible companies that are working to help their customers succeed," she says. "Sustainability is an obvious aspect of our business. We build for the long term for financial, quality and security reasons."

Long-term perspective integrated in the business Sustainability is also deeply ingrained at Swed-

bank, as evidenced by its lending process. Jenny Malmström, left, the bank's customer service manager for Fabege, stresses that responsible lending is critical to promote longterm growth for the customer and the bank. In every loan application, risks are clarified from the customer's perspective, and various future scenarios are discussed to ensure long-term credit worthiness.

Long, close relationship fosters trust

In a close customer relationship, it is easy to see how trust between the parties grows over time.

"We appreciate that Swedbank sees value in Fabege's extensive sustainability work, including environmental property classification, sustainable urban development, green leases and supplier management," says Åsa Lind.

Sustainability analysis in every loan

When it evaluates a business loan application, Swedbank also conducts a sustainability analysis covering human rights, corruption and the environment. These social and environmental dimensions of the approval process are fully integrated with the financial side.

"Being able to look ahead and discuss the market and the company's future outlook, strategy and risks with someone who understands us well and has a broad base of expertise is extremely important. Sound, responsible lending is just as important for us as for the bank. Together, we create favourable conditions for sustainability and security," says Åsa Lind.

For more information, see Swedbank's Sustainability Report.

BOARD OF DIRECTORS' REPORT Swedish Banking

Customer accessibility increases in Sweden

Our Swedish operations maintained a fast pace of change in 2013. Through new functions in our digital channels and improved routines in our branches, we are working to improve customer value.

PRIORITIES 2013

  • • Increase decision-making close to the customer
  • • Provide more opportunities for advice
  • • Improve customer value

We have continued to adapt our Swedish retail operations to external trends. Compared with a few decades ago, we now have more employees on a relative basis in metropolitan areas and markets with growing populations. In addition, most of our customers now choose to manage their daily finances through digital channels, which imposes greater demands on technological solutions and the added value we can offer through personal contact with our employees.

Customer satisfaction was a key issue in 2013 and was the impetus behind a number of improvement measures. Aside from new functions and increased user friendliness in the digital channels, the bank has made improvements at its branches. Our interactions with customers increasingly involve advisory services. To address these changes, two pilot branches were launched last autumn in Karlstad and Nässjö with a new customer environment and routines. In 2013 the bank also introduced video-based customer meetings in around twenty branches. They make it possible to serve more customers by cost-effectively making our competence widely available.

Flexibility to adapt to local conditions.

Increased decision-making close to the customer

A reorganisation was implemented in early 2013 to adapt the bank to social changes and create opportunities to better serve customers by bringing decision-making closer to the customer. The new organisation is flatter and the six regional managers are now members of the Group Executive Committee. A number of centralised functions have been removed to create the flexibility to design activities based on local conditions. All in all, this gives individual employees more say over decisions and routines. The bank has therefore focused more on delegation, leadership and more scope for personal initiative.

Increased availability and advice

During the year we worked to give our customer-service staff better opportunities to offer qualified advice and support a larger number of customers. This is being done in part through increased mandates. Customers should have access to a range of qualified services from savings and credit to financial advice, regardless of how they contact the bank. In this way we increase the availability of our services and create opportunities to build long-term relationships with more customers around the country.

The trend toward greater use of technological solutions poses challenges. It is important for us that everyone who wants to use our services and products can do so. We place special emphasis on developing digital solutions that also make our offering accessible to those with disabilities. Locally within the bank, extensive work is carried outto reduce digital exclusion.

The Mobile Bank is increasingly becoming the main channel to manage everyday finances.

Joint venture with Swedish banks benefits our customers

Beginning in January 2013 Bankomat AB gradually took over responsibility for Swedbank's ATMs. Over 2 000 ATMs are now available to our customers. As part of an effort to simplify everyday banking for our customers – at the same time that the use of cash is on the decline – Swedbank joined with other banks at the end of 2012 to launch Swish, a payment service that lets people easily transfer funds between bank accounts by mobile phone. The service has been very positively received and as of 31 December 2013, it had a total of 726 000 users, 39.6 per cent of whom are customers of Swedbank and the savings banks.

The trend towards greater use of cards rather than cash is continuing. The number of ATM transactions dropped by 9 per cent in 2013 and the value of withdrawals by 8 per cent. At the same time the number of card purchases in stores rose by 11 per cent and the value of purchases by 7 per cent. We continue to adapt our operations to changes in our customers' preferences and needs.

Priorities 2014

The overarching priority for 2014 is to increase customer value. This will help us to strengthen our market position. The work will be shaped to a greater degree by local market conditions, with a focus on improving relationships with, and increasing business from, our customers. Investments in new functions, especially in digital channels, are continuing.

Financial overview

The result for 2013 amounted to SEK 9 122m (8 585), due to stable income, stable expenses and low credit impairments. The lower Swedish corporate tax rate affected earnings positively.

Net interest income was stable . The repricing of corporate credit largely offset lower deposit margins, which were adversely affected by declining market interest rates.

Household deposit volume in the bank rose in 2013, largely in the fourth quarter. Swedbank's share of household deposits was slightly over 21 per cent at the end of the period (22 per cent as of 31 December 2012). Corporate deposits within Swedish Banking rose by SEK 5bn. Swedbank's market share was 18 per cent as of 30 November (16 per cent as of 31 December 2012), including corporate deposits within LC&I.

Mortgage lending volume steadily increased during the year at the same time that Swedbank gradually improved its market position. Swedbank's share of net growth was 14 per cent, and the share of the total market was 25 per cent during the period January-November 2013 (26 per cent as of 31 December 2012). Corporate lending volume within Swedish Banking increased by SEK 6bn during the year. The market share was 17 per cent (17 per cent as of 31 December 2012), including corporate lending within LC&I.

Net commission income rose by 3 per cent in 2013. The increase was mainly due to higher fund volumes in the wake of rising share prices, but also to net inflows. Higher income from lending and guarantee commissions also contributed positively, while payment commissions decreased. Since January 2013 Bankomat AB has gradually taken over responsibility for Swedbank's ATMs. Swedbank pays a commission to Bankomat AB for this service. As a result, net payment commissions and expenses have both decreased. Commissions paid to Bankomat AB amounted to nearly SEK 95m in the fourth quarter and SEK 250m for the full-year. At the same time administration and maintenance expenses decreased by about SEK 150m. This is in addition to other income of about SEK 80m from the savings banks in 2013, as well as less need for investments in new ATMs.

Expenses for the full year fell by 1 per cent year-on-year. Reduced manual cash handling has led to lower transport and security expenses.

Credit quality remained good, although credit impairments rose slightly during the period due to increased provisions within the retail and service sectors. The share of impaired loans was 0.16 per cent (0.19).

Condensed income statement, SEKm 2013 2012
Net interest income 13 620 13 491
Net commission income 6 364 6 155
Net gains and losses on financial items
at fair value
126 161
Other income 1 606 1 559
Total income 21 716 21 366
Staff costs 3 729 3 538
Other expenses 5 997 6 253
Total expenses 9 726 9 791
Profit before impairments 11 990 11 575
Impairments 338 286
Operating profit 11 652 11 289
Tax expense and non-controlling interests 2 530 2 704
Profit for the year attributable to:
Shareholders in Swedbank AB
9 122 8 585
Business volumes, SEKbn 2013 2012
Lending* 937 912
Deposits* 385 377
* Excluding Swedish National Debt Office
and repurchase agreements.
Key ratios 2013 2012
Return on allocated equity, % 28 27
Cost/income ratio 0.45 0.46
Credit impairment ratio, % 0.04 0.03
Full-time employees 5 004 4 922

Share of Group's total income

Share of profit before impairment losses

59 % 59 %

Swedish Banking in brief

Sweden is Swedbank's largest market, with more than 4 million private customers and over 250 000 corporate customers. This makes it Sweden's largest bank by number of customers.

We are accessible through our digital channels (Telephone Bank, Internet Bank and Mobile Bank) and branches, and with the support of cooperating savings banks and franchises.

Swedbank is part of the community, and branch managers have a strong mandate to contribute locally. The bank's presence and engagement takes several forms. The Young Jobs project, which has created thousands of trainee positions for young people, has been an important element in recent years. Swedbank has 308 branches in Sweden.

For more information on Swedbank's market shares, see page 178.

Stable foundation for continued growth among large corporates and institutions

Customer activity with Swedbank has increased thanks to a better coordinated offering that also facilitates high customer satisfaction and continued growth.

PRIORITIES 2013

  • • Reorganisation to raise customer satisfaction and profitability
  • • Coordination of product and service offering with an emphasis on advice
  • • Improved capital efficiency and stable profitability

Financial market performance and changing demand were the reason for the reorganisation of Large Corporates & Institutions. In 2013 we continued to refine our business model based on customer demand for a comprehensive service and advisory service offering. By better coordinating specialist units within the business area, we were able to streamline and simplify our broad-based service offering. Opportunities – organisationally and commercially – to create increased customer value have been strengthened.

Organisation based on customer needs

Our structure satisfies customer needs in an environment increasingly geared towards customer-specific and productneutral advice. Specialised expertise is offered based on customer needs. For example, the new unit for strategic advice and financing solutions is integrated across all asset types in cooperation with specialist units that develop capital market products.

Increased regulation in recent years has driven demand from traditional bank financing to capital market funding. Today Swedbank is a leading player in the Nordic bond market with a focus on new issues in EUR, NOK and SEK.

In transaction services – including document payments, bank guarantees and payment services – our full-service offering for both large and small customers has been improved to ensure long-term growth with increased commission income and deposit volumes.

Stronger cooperation within the bank improves our customer offering.

In Norway, we have expanded the asset management business for private customers while at the same time conducting a strategic review of the entire private customer offering. Improving the latter has also been a priority in Swedish Banking, where we contribute to the bank's collective know-how in savings and insurance to create simpler, more accessible savings alternatives and solutions. Through a forum of management representatives from LC&I and the product companies for asset management and insurance, we are working together to promote a sound and sustainable financial situation for our customers.

Capital efficiencies contribute to sustainable profitability Lending operations have grown selectively at the same time that we have completed the repricing necessitated by tighter regulatory requirements. The repricing and work with risk assessment have improved capital efficiencies and profitability. Despite prospects of continued weak credit demand, there is still the potential today for sustained profitability in the lending business. The goal is to achieve a stronger market position by growing selectively with both current and new customers.

Our positioning in the bond issuance market has made Swedbank one of Sweden's leading players.

Priorities 2014

The focus going forward is on continuing to build customer relationships on the corporate side and to establish a number of new institutional relationships. The offering for financial institutions will be strengthened on the transaction side, including in fund administration and cash management. Bond operations will remain a priority, in line with demand, as will the further development of the private customer offering in collaboration with the savings banks and the Baltic and Norwegian operations.

With an organisation with access to a broad spectrum of competencies and a customer offering that satisfies demand for inceasingly integrated advice, Swedbank is well positioned to address the challenges posed by increased regulation and competitive pressures.

Financial overview

The full-year result amounted to SEK 2 997m, an increase of 1 per cent year-on-year. The result was positively affected by increased income from lending, asset management and bond issues. The return on allocated equity was 17.3 per cent.

Net interest income increased by 11 per cent in 2013 to SEK 3 387m, mainly due to interest income from acquisition financing, loans and loan syndications within Investment Banking. Lending volume rose by 3 per cent, or SEK 5bn. Deposit volumes also rose within Large Corporates as a result of new business from existing customers.

Net commission income rose by 7 per cent in 2013 to SEK 1 968m. The increase mainly related to loans, asset management and bond issues. Swedbank's market share for Swedish issues was 21 per cent in 2013. The corresponding figure in Norway was 18 per cent, making Swedbank the leader in Sweden and the second largest player in Norway.

Net gains and losses on financial items at fair value decreased by 13 per cent to SEK 1 960m in 2013. The first quarter of 2012 was very strong thanks to favourable market conditions.

Total expenses increased by 7 per cent compared with 2012, mainly related to IT expenses and staff costs, which increased during the fourth quarter.

Credit impairments amounted to SEK 180m for 2013. The share of impaired loans was 0.38 per cent (0.10). Credit quality in the loan portfolio remained good.

Condensed income statement, SEKm 2013 2012
Net interest income 3 387 3 041
Net commission income 1 968 1 833
Net gains and losses on financial
items at fair value
1 960 2 253
Other income 167 57
Total income 7 482 7 184
Staff costs 1 559 1 490
Other expenses 1 646 1 506
Total expenses 3 205 2 996
Profit before impairments 4 277 4 188
Impairments 236 198
Operating profit 4 041 3 990
Tax expense and non-controlling interests 1 044 1 010
Profit for the year attributable to:
Shareholders in Swedbank AB
2 997 2 980
Business volumes, SEKbn 2013 2012
Lending* 154 149
Deposits* 89 71
* Excluding Swedish National Debt Office
and repurchase agreements.
Key ratios 2013 2012
Return on allocated equity, % 17 15
Cost/income ratio 0.43 0.42
Credit impairment ratio, % 0.08 0.08
Full-time employees 1 070 1 043

Share of Group's total income

Share of profit before impairment losses

20 % 21 %

Large Corporates & Institutions in brief

Large Corporates & Institutions is responsible for Swedbank's offering to customers with revenues over SEK 2 billion and those with complex needs due to multinational operations or sophisticated financing solutions.

The business segment is also responsible for

delivering corporate and capital market products to other parts of the bank and the savings banks.

LC&I works closely with its customers, and our advice is based on profitability and sustainable growth.

The business segment has around

1 100 employees at offices in Sweden, Norway, Estonia, Latvia, Lithuania, Finland, Luxembourg, China and the US.

For more information on Swedbank's market shares, see page 178.

Customers are driving development in our Baltic home markets

Accessibility is increasing regardless of which channel customers choose to contact us. To further improve our offering, we have coordinated business support in the Baltic countries. Swedbank is one of the five most popular brands in the Baltics.

PRIORITIES 2013

  • • Channel-neutral, customer-centric model
  • • Coordination to increase efficiencies
  • • Euro accession in Latvia

Banking services are becoming increasingly digitalised, which provides major opportunities for both customers and the bank. It is becoming easier for customers to do their banking wherever they are. The Internet Bank, the Mobile Bank and the Telephone bank already meet the majority of everyday needs in the Baltic countries at the same time that a growing number of advanced services are becoming available. Of course there are still customers who appreciate being able to do their banking manually over counter at a branch.

We have prepared ourselves and our customers for, and advocated, Latvia's adoption of the euro on 1 January 2014. Preparations have also been initiated for a likely Lithuanian euro accession on 1 January 2015.

Customers decide which channel to use to reach the bank

Our customers should be able to do their banking through whichever channel they find most convenient and efficient, regardless of the product or service. One customer group or channel should not subsidise another. Our pricing needs to be more transparent and reflect how the choice of channel affects our costs. At the same time we have a responsibility to ensure that customers can manage their everyday finances at a reasonable price.

Transparent pricing that reflects the choice of channel.

Not everyone can access or utilise digital self-services. Customer choice should drive the changes in our operations to find solutions that are useful for as many as possible. For example, we make it possible for those who do not have their own internet connection to bank at our branches. Transparent pricing is important to our long-term competitiveness, to make sound investments guided by customer needs and to avoid losing profitable business to niche competitors.

Cooperation leads to greater competence and efficiency

Increased coordination creates economies of scale and better leverage for our extensive know-how, resulting in higher quality products and services. For example, we have established joint

competence centres for the three countries. IT investments are becoming more critical as customers switch to digital services, and by coordinating we benefit more.

Challenges and opportunities in local markets

Due to higher capital requirements, we have decided to reprice our corporate lending to reflect the current cost of capital. In some segments and geographical areas, we feel that the previous pricing was untenable. Thanks to low lending/deposit ratios in all three countries, we have a strong competitive position with an opportunity to benefit from future growth. In the medium term we see investment needs among our corporate customers, but in the short term a more cautious approach is expected with an eye on macro developments in Europe.

Financial education is an important part of our social engagement.

Swedbank joins the debate

We work closely with governments, central banks and capital markets to promote financial stability and instil confidence. A local presence and financial education are important parts of our social engagement, which also includes initiatives to support entrepreneurship and engagement by others. By collaborating we contribute to sustainable development.

Priorities 2014

We will continue to implement a channel-neutral, customercentric model and coordinate between countries while further developing our strategy and pricing model. The goal is to continue to develop a business built on close, long-term relationships. We have to improve our customer service and business operations to accommodate changing needs, preferences and habits, as well as new conditions resulting from external trends. In 2014 we will reassess current roles based on our new service models and expand telephone-based advisory services. On the corporate side we will expand online sales and service capabilities for small and medium-sized businesses while strengthening sector-based competence and risk awareness in deals. We are gradually shifting decision-making authority closer to the customer.

Financial overview

The result for 2013 amounted to SEK 3 196m, compared with SEK 3 363m a year earlier. The decrease was mainly due to lower net interest income and net recoveries, while expenses were largely unchanged.

Net interest income decreased by 4 per cent in local currency in 2013. Lower market rates negatively affected net interest income, while increased deposit volumes and repricing contributed positively. Fluctuations in exchange rates reduced net interest income by SEK 16m.

Lending volumes were unchanged in local currency in 2013. Consumer lending increased slightly and corporate lending was stable, while mortgage lending decreased slightly. In the fourth quarter, Swedbank acquired Unicredit's loan portfolio with a volume of SEK 363m. Swedbank's market share in lending in the Baltic countries was 28 per cent as of 30 November (28 per cent as of 31 December 2012).

Deposit volumes grew by 8 per cent in local currency. Private deposits rose by 6 per cent and corporate deposits by 9 per cent. Swedbank's market share in deposits was 30 per cent as of 30 November (31 per cent as of 31 December 2012).

Net commission income rose by 14 per cent in local currency. The increase was mainly due to higher customer activity, a new pricing model which contributed to higher payment commissions, and increased sales of basic products and services.

Net gains and losses on financial items at fair value rose by 7 per cent in local currency. The increase was mainly due to higher foreign exchange activity.

Total expenses increased by 2 per cent in local currency in 2013, including euro adoption costs of SEK 57m in Latvia. During the fourth quarter a distribution was made by the Baltic insurance companies to the Estonian parent company totalling SEK 445m. This resulted in a tax expense of SEK 105m in Estonia.

Net recoveries amounted to SEK 437m, compared with SEK 685m for 2012. The recoveries were generated in the corporate portfolio, while the mortgage portfolio in Latvia generated impairments. Credit quality during 2013 strengthened through a gradual increase in new lending, which carries lower risk.

Condensed income statement, SEKm 2013 2012
Net interest income 3 156 3 291
Net commission income 1 733 1 522
Net gains and losses on financial
items at fair value
316 295
Other income 418 384
Total income 5 623 5 492
Staff costs 809 806
Other expenses 1 635 1 606
Total expenses 2 444 2 412
Profit before impairments 3 179 3 080
Impairments 23 15
Credit impairments, net –437 –685
Operating profit 3 592 3 750
Tax expense and non-controlling interests 396 387
Profit for the year attributable to:
Shareholders in Swedbank AB
3 196 3 363
Business volumes, SEKbn 2013 2012
Lending* 119 115
Deposits* 120 107
* Excluding Swedish National Debt Office

and repurchase agreements.

Key ratios 2013 2012
Return on allocated equity, % 14.0 13.6
Cost/income ratio 0.43 0.44
Credit impairment ratio, % –0.37 –0.57
Full-time employees 3 753 4 155
Share of Group's
total income
Share of profit before
impairment losses
6% Estonia 6% Estonia
5% Latvia 5% Latvia
4% Lithuania 4% Lithuania

Baltic Banking in brief

With over 4 million private customers and over a quarter million corporate customers, Swedbank is the largest bank in number of customers in Estonia, Latvia and Lithuania . According to surveys, Swedbank is the most respected company in the financial sector.

We are available through our digital channels (Telephone Bank, Internet Bank and Mobile Bank) and branches.

Swedbank is part of the local community. Our social engagement is expressed in many ways,

with initiatives to promote education, entrepreneurship and social welfare.

Swedbank has 50 branches in Estonia, 54 in Latvia and 77 in Lithuania.

For more information on Swedbank's market shares, see page 178.

"I have received access to financing through Swedbank for all four companies I started. I've seen consistently high quality and fast service. Our relationship is based on mutual respect and support, so we have never had any problems."

Alvydas Naujėkas, CEO of Vėjo projektai

Swedbank finances wind farm in western Lithuania

Sustainable growth supported by our loans

In 2012 and 2013 Swedbank financed a wind farm consisting of ten turbines in Didšiliai, in western Lithuania. Shown above are the wind farm's CEO, Alvydas Naujėkas, right, and Lithuania's former president, Valdas Adamkus.

Big benefits

"The wind farm annually generates 50 GWh of electric energy, enough to supply a small city of around 20 000 people," says Alvydas Naujėkas. "No fossil fuels have to be bought and burned to generate all this energy, so we are not dependent on foreign energy suppliers. Generation in this case is decentralised and is guaranteed to provide benefits socially, financially and environmentally. And that's not the only good news. We'll actually see these impacts with just one wind farm. If business conditions are right and there is enough political will, I think wind power could supply half of Lithuania's energy consumption."

Mutual understanding in relationship

Alvydas Naujėkas has been a customer of the bank for over 14 years. His first contact was with the former Hansa bank.

"From a long-term perspective, I see wind power as a pact between man and one of nature's greatest forces, the wind, which is voluntarily working for man."

Financing of renewable energy

Among the other renewable energy investments Swedbank has financed in Lithuania are a biomass plant in Kaunas (20MW) and a similar facility in Panevėžys (32MW), in cooperation with another bank.

For more information on how Swedbank promotes a sound and sustainable economy, see Swedbank's Sustainability Report.

Increased cooperation and integration at staff level creates greater customer value

Group Functions & Other consists of three types of central business-support units: Group Products, joint staffs, and Ektornet as well as the remnants of previous operations.

Joint product organisation benefits customers

Group Products was established on 1 January 2013 in connection with company reorganisation to facilitate better customer service. Product operations have been centralised at the Group level. This paves the way for the best possible customer offering and an efficient product organisation.

Group Products comprises lending, payments, cards, asset management and insurance. In each area, business development, business support, management, administration and back office are consolidated in a joint unit. In total Group Products has 1 813 employees spanning the bank's home markets.

Support for business operations was expanded during the year through a close dialogue with the bank's business areas (including the six Swedish regions), the savings banks business and the digital channels, all of which have been given more direct influence on the product companies in the new organisation. The change puts greater focus on the customer with faster, customer-driven product changes. In every area, administration is continuously being rationalised. The ongoing digitalisation of processes is reducing manual labour as well as distribution costs. For example, administrative paperwork in the Swedish insurance operations has been digitised.

We are reducing complexity and costs per product.

Simple product offerings in every channel are necessary as more customers manage their finances digitally. Traditionally, many banking services have only been available by visiting a bank branch and have entailed considerable red tape, which has meant greater complexity and longer administrative lead times. Group Products' ongoing work is helping over time to significantly reduce product and process complexity.

Lending

Swedbank has lending operations in its home markets and Norway and to a limited extent in Finland, Denmark, Luxembourg and the US. Total lending to private customers and companies increased by 2.6 per cent to SEK 1 215bn at year-end. Over one million customers in Sweden have obtained mortgages through Swedbank Mortgage. Lending is geographically spread across the country. Swedbank is also one of the largest corporate lenders in Sweden. In the Baltic countries it is the largest, with total lending of SEK 119bn, of which half is to households and half to businesses.

Swedbank is also a very important player in its four home markets in deposits. Total deposit volume amounted to SEK 599bn on 31 December (558), of which SEK 341bn (332) is from private customers and SEK 258bn (226) from corporate customers.

Because of its long-term nature, the lending business has opportunities to repeatedly interact with customers. Ongoing complexity reduction in its lending operations led to the elimination of 33 products in 2013.

Payments

Swedbank is the market leader in payments and cash management in all four home markets. Continued growth in the payments area is the result of economic growth, and because customers are increasingly choosing forms of payment other than cash.

The payments area is strongly affected by external trends. Rapid digitalisation creates significant opportunities but also greater competition, especially from online businesses. Harmonised European laws facilitate crossborder trade in products and services. The current trend towards a more comprehensive payments area for the euro means that Swedbank can offer services to customers that are active in the euro countries without having to set up operations there. Online payment services are an important growth area for the bank. The number of transactions in these channels increased by 8.1 per cent during the year. Ongoing complexity reduction led to the elimination of 64 products in the payments area in 2013.

Cards

Swedbank issues cards and acquires card payments from merchants in all its home markets as well as Denmark and Norway. Swedbank's total market share for card issuing and acquiring in its four home markets is nearly 50 per cent. Measured in number of transactions, Swedbank is Europe's fifth largest card payment acquirer. The number of card transactions is increasing in all of Swedbank's home markets as a result of economic growth and in pace with the decreased use of cash.

In card payments, one of the most important growth areas is rapidly growing e-commerce, where the aim is to be a significant player in the bank's home markets. In most retail sectors, online sales are growing at a rate far surpassing that of bricks-andmortar stores. Swedbank's volume of e-commerce payments increased by over 70 per cent in 2013.

Complexity reduction led to the elimination of around 70 products in 2013.

BOARD OF DIRECTORS' REPORT Group Functions & Other

Asset Management

Asset management services are provided by Swedbank Robur in the bank's four home markets as well as Norway. In total, around 120 funds are offered, along with discretionary asset management, including management of pension capital. Swedbank Robur has aggregate assets under management of over SEK 889bn and over one million investors. During the year we tried to give customers better opportunities for higher returns.

We maintain a long-term investment perspective and believe in trying to influence the companies we invest in through dialogue. With some companies, we choose an active dialogue focused on sustainability risks, and in many other cases we decide not to invest.

Complexity reduction led to the elimination of 14 products in 2013.

Insurance

Swedbank has life insurance operations in all its home markets as well as non-life business in the Baltic countries. Non-life insurance in Sweden is offered through a third-party. In Estonia and Lithuania, Swedbank is the largest life insurer. Operations are divided into risk and savings products, with our main focus on risk products for our loan customers in the private market.

Due to an ageing population, coupled with a shift in responsibility from society to the individual, demand for pension and insurance products is expected to grow. The biggest potential in the Swedish operations is currently in risk products such as life and health insurance as well as occupational pensions. One example of our growth potential in these areas is that only one fifth of Swedish corporate customers of Swedbank and the savings banks with revenues of less than SEK 100m have a pension solution from us. In the Baltic countries, where social protection is limited, risk insurance has great potential to promote a sound and sustainable financial situation.

Group Products' priorities 2014

Quality and efficiency improvements will continue, including by seeking synergies in support processes across product areas. Opportunities to further reduce costs per product and complexity by adopting a more flexible IT infrastructure will be evaluated in close cooperation with Group IT. Greater integration and collaboration will ensure that we as a group offer a range of savings products that meets customer demand.

Group Functions

Group staffs comprise Group Finance (including Group Treasury, Investor Relations and Communication), Risk, IT, Compliance, Public Affairs, HR and Legal. Group staffs operate across business areas to provide strategic and administrative support.

Units that interact with customers decide whether the services from the bank's support functions are worth the price.

Treasury is responsible for the bank's funding, liquidity and capital planning, as well as for pricing funding and liquidity through an internal rate of interest, where the most important parameters are maturity, fixed interest period, currency and the need for liquidity reserves. In 2013, the internal rate setting was refined to better reflect the bank's financing and liquidity costs.

The integration of Group functions continued in 2013 to further strengthen strategic and administrative support in the bank's four home markets. Changing needs and preferences, together with regulatory requirements, have created demand for additional expertise and accounting assistance. This has increased delivery demands on Group functions in their support of the business operations. As of 2013 all internal services are open to competitive bidding, where units that directly interact with customers decide whether the services from the bank's support functions are worth the price. This is driving ongoing efficiency improvements at the Group staff level. The Group functions play a critical role in improving the bank's productivity, by reducing complexity, shortening lead times and better utilising available competence.

Other

Ektornet manages and develops Swedbank's repossessed assets to recover as much value as possible. The focus during the year was on selling the remaining property holdings. The property portfolio was drastically reduced during the year; read more on page 31. In 2013 the Ukrainian operations were sold. A decision was also made to wind down the remaining operations in Russia. In October 2013 the Russian central bank approved Swedbank's application to revoke Swedbank's banking licence in the country. The Russian and Ukrainian operations have been reported as discontinued operations since the first quarter. For more information, see note G55.

Financial overview

Net interest income and net gains and losses on financial items mainly come from Group Treasury. Other income primarily consists of revenue from the savings banks as well as sales revenue and operating income from Ektornet. Income amounted to SEK 2 360m (2 406).

Net interest income for Group Treasury amounted to SEK 2 013m, compared with SEK 678m in the previous year. Of the change, SEK 259m is due to lower fees for the government guaranteed funding. Repurchases of covered bonds contributed positively to the change. Group Treasury's net interest income has also been strengthened by positions that have benefited from lower market rates. Net gains and losses on financial items at fair value for 2013 amounted to SEK –922m, compared with SEK 316m in the previous year. The main reason for the negative result is the effects of the repurchases, which are reflected in offsetting positive effects on net interest income over time.

Expenses for Group Functions & Other decreased by 1 per cent in 2013 to SEK 1 516m (1 541). Excluding the net of services purchased and sold internally, expenses fell by 3 per cent to SEK 6 982m (7 179). The decrease was mainly due to lower costs for IT operations and depreciation as well as other expenses. Depreciation fell due to a reclassification within Swedbank Finance AB, which at the same time reduced net interest income, as well as lower depreciation in Ektornet. The decrease in other expenses is mainly attributable to Ektornet, where property management expenses are dropping as the portfolio is dissolved.

Impairment of intangible assets was primarily related to Ektornet, where property values in the portfolio were written down by SEK 652m.

Repossessed assets in Ektornet decreased to SEK 1 856m during the year (SEK 4 606m as of 31 December 2012).

The Russian and Ukrainian operations are reported as discontinued operations. During the second quarter the sale of the Ukrainian subsidiary was finalised. The full-year result for discontinued operations was SEK –2 348m (–984m).

Condensed income statement, SEKm 2013 2012
Net interest income 1 880 557
Net commission income –30 31
Net gains and losses on financial
items at fair value
–918 364
Other income 1 428 1 454
Total income 2 360 2 406
Staff costs 3 567 3 417
Other expenses –2 051 –1 876
Total expenses 1 516 1 541
Profit before impairments 844 865
Impairments 774 428
Operating profit 70 437
Tax expense and non-controlling interests 2 484 1 061
Profit for the year attributable to:
Shareholders in Swedbank AB
–2 414 –624
Full-time employees 4 438 4 741

Share of Group's total income

Share of profit before impairment losses

Group Functions & Other in brief

Group Functions & Other consists of three types of centralised business-support units: Group Products, joint staffs and Ektornet, which manages the remaining repossessed assets in the wake of the financial crisis in 2008–2009 – and the remainder of the previous operations in

Russia and Ukraine.

The staffs comprise Group Finance (including Treasury, Investor Relations and Communication), Risk, IT, Compliance, Public A ffairs, HR and Legal.

The staffs operate across business areas and serve as strategic and administrative support.

Resource efficiency and cost efficiency leave us room to improve customer value, but are also a way to fulfil Swedbank's purpose: to promote a sound and sustainable financial situation.

In 2013 employees at Swedbank's head office prepared to move to the suburbs

Resource efficiency generates customer value

In 2014 Swedbank's head office will leave its current location a stone's throw from Sergels Torg in central Stockholm for a newly built property at Landsvägen 40 in Sundbyberg, a municipality in Stockholm County that offers low rents and an attractive location from a mass transit standpoint. The move is expected to generate annual savings in the range of SEK 150m.

Market-leading cost efficiency

The head office move, which includes the large part of the business segment Group Functions & Other, is an example of our systematic efforts to lead the market in cost efficiency. The move is not an end in itself, but will enable higher profitability by devoting a smaller share of income to administration. Profitability in turn creates opportunities to reinvest in products and services that benefit our customers as well as in development opportunities for our employees. In the long run the investments allow us to remain a bank that makes it possible for people, businesses and communities to grow.

Resource efficiency leads to sustainability

Resource efficiency is also a way to fulfil the bank's purpose, to promote a sound and sustainable financial situation. The new head office offers many environmental advantages, not least in terms of energy consumption. The property has earned the Sweden Green Building Council's highest certification level, gold.

Ambitious energy and environmental goals have been stipulated in the lease between Swedbank and the property owner.

Employees determine energy consumption To help us achieve the property's energy goals, usage levels will be posted on information displays so that employees can monitor consumption in real time. The hope is that everyone will contribute through simple measures like turning off lights, unplugging chargers and so on.

For more information on Swedbank's sustainability work, see our Sustainability Report.

Low risk and good control benefit everyone

The right risk level and price are vital to Swedbank and benefit all our stakeholders. Our employees take responsibility for risk management, which is an integral part of business operations.

All financial operations entail risks. Managing them well is crucial to Swedbank's operations. The basis of efficient risk management and a good risk-adjusted return is a strong common risk culture with delegated responsibility and decision-making close to the customer. Because decisions are being taken closer to customers, parts of the risk organisation have also been moved closer to business operations to more easily provide support.

Swedbank's risk management is built on three lines of defence, clear goals and strategies, policies and guidelines, an efficient operating structure, and a simple, transparent reporting structure. A well-developed risk process is in place for how we operate. The Board of Directors' risk policy details the risk management framework, roles and responsibilities as well as guidelines on the size of the capital buffer the Group maintains as protection against major economic downturns.

Swedbank's business units and subsidiaries bear full responsibility for risks that arise in their operations. By delegating responsibility, the organisation can quickly react if problems occur. The risk organisation, which is independent of the business operations, is responsible for identification, quantification, analysis and reporting of all risks. It upholds the principles and framework for risk management to facilitate risk assessments while conducting independent analyses and stress tests of how events in the market and economy could impact Swedbank. The risk organisation also contributes expert advice and serves as an advisor in the executive management's decision-making to ensure that the decisions taken are aligned with the bank's risk appetite and risk tolerance.

Every large business unit has a credit risk function as well as compliance and operational risk functions. The latter identify, monitor and report operational and compliance risks. In addition, they provide management with expertise in risk management issues. Compliance is also a support function on compliancerelated issues. In addition, special areas of responsibility include customer protection, market conduct and prevention of money laundering and financing of terrorism. The Group's risk function has special units for problem loans, which work with companies that have incurred, or are expected to incur, financial problems to find a solution as early as possible that helps the customer and reduces Swedbank's risk.

Swedbank's risk management

Swedbank's risk management is built on a sophisticated risk process with three lines of defence.

First line of defence – Risk management by business operations

Swedbank's business units and subsidiaries bear full responsibility for the risks that arise in their operations. Their employees have the best understanding of the customer and specific market. The customer's cash flow, solidity and collateral are always the decisive factors in the loan approval process. Standardised risk classification tools are in place to support the lending process.

Second line of defence – Independent risk control

The risk organisation is independent of the business operations and is responsible for identification, quantification, analysis and reporting of all risks. It upholds principles and frameworks for risk management to facilitate risk assessments. The credit risk function issues internal lending guidelines, such as cash flow and collateral requirements for customers as well as mandate structures for credit decisions within the organisation. For loans exceeding certain levels, the decisions are taken in credit committees to create a duality with the business operations. The committees also promote a sound risk culture by supporting and training employees in the business areas.

Third line of defence – Internal Audit

Internal Audit, an independent review function directly subordinate to the Board of Directors, conducts reviews of the first and second lines of defence. It identifies potential improvements in operations by evaluating risk management, governance and internal control. Internal Audit has also been tasked with identifying and helping to minimise activities that do not create value. When flaws are identified, the operations in question, in consultation with Internal Audit, formulate an action plan that clearly defines responsibilities and sets a timetable. The agreed-upon actions are followed up, and Internal Audit reports on their status to the Board of Directors and executive management on a quarterly basis until the work is completed.

Development 2013

Credit portfolio with low risks

Responsible lending is a prerequisite for a well-functioning bank. In consumer and business lending, we take responsibility by explaining risks and reviewing the customer's long-term financial situation. Corporate customers undergo a risk assessment with respect to financial, social and environmental sustainability, including risks related to human rights, corruption and the environment. If the company faces sustainability risks and/or the credit amount applied for is too high for the adviser alone to approve, the application is sent to a credit committee for final decision. If additional support is needed before a decision can be made, the application is brought before Swedbank's Sustainability and Ethics Council.

Swedbank's credit portfolio is of high quality with low credit impairments and few customers with existing or anticipated payment problems. Historically, credit impairments in Sweden, especially for residential mortgages, have been very low. The low risks in the credit portfolio are the result of the bank's strategic focus on its four home markets of Sweden, Estonia, Latvia and Lithuania, where it has a thorough understanding of customers and their payment habits.

Global conditions have had only a marginal effect on the bank's customers. Growth in the Swedish market was low, but companies were well prepared for the slower pace after adjusting their operations and costs. This together with several years of good conditions to build up reserves, has made them more resilient.

In the Baltic countries, macroeconomic conditions continued to improve, which raised the quality of the Baltic credit portfolios. Credit impairments were low and customers' risk profiles improved, which strengthened the prospects of continued low credit risks. Many companies were taking a cautious approach to new investments, however, due to uncertainties in the global economy. Overall, credit demand in Swedbank's home markets was low in 2013.

Internal and external stress tests reaffirm Swedbank's strong resilience.

Swedbank actively and continuously monitors its customers and credit portfolios. The Internal Capital Adequacy Assessment Process (ICAAP) and other external stress tests indicate that the bank has strong resilience, even if the situation in Europe were to worsen significantly. Thanks to improved asset quality, the results of the 2014 ICAAP are expected to show that resilience was further strengthened. This was confirmed by stress tests carried out by the SFSA and the Riksbank. In the Riksbank's latest stability report from November, Swedbank's Common Equity Tier 1 capital ratio was the least affected in a stress test of Sweden's four major banks.

Risk-adjusted return on capital (RAROC) is an important element in the bank's governance. The business units bear full responsibility for risk as well. The return, in the form of profit and RAROC, is measured at every level down to the individual customer. We use models that measure the risk in all credit exposures. They also ensure detailed and accurate allocation of capital to the business areas, ensuring that lending is priced correctly. The bank's total risk appetite is broken down into detailed risk limits and targets for various sectors, geographical areas and products. To ensure that customer service representatives stay within the credit portfolio's established risk level, and that low risk and balanced diversification are maintained, tolerance limits are set by the CEO and escalation limits are set by the CRO.

Loans to the public,* Private, SEKbn

2012 2013

Credit demand in Swedbank's home markets was low. Swedbank's lending to private customers increased by a total of SEK 21bn during the year.

*Excluding National Debt Office and repos.

Loans to the public,* Corporates, SEKbn

Corporate lending within LC&I and Swedish Banking increased by SEK9bn. In Baltic Banking, the lending portfolio was essentially unchanged in local currency.

*Excluding National Debt Office and repos.

Credit impairments, net, SEKm

Swedbank reported credit impairments for 2013 of SEK 60m (recoveries of SEK 185m). Baltic Banking reported net recoveries. In Sweden, credit impairments remained very low.

Increased mortgage volume with low risk

The bank's total lending rose by SEK 30bn to SEK 1 215bn. The vast majority of Swedbank's credit risk exposure is in Sweden in the form of low-risk mortgages. Risk diversification is achieved through a broad base of private customers and businesses in a variety of sectors. Long-term mortgages in Sweden, through Swedbank Mortgage, rose by SEK 25bn or 3.4 per cent in 2013. New lending in the Swedish mortgage market grew. The market share for new lending was 14 per cent in 2013, an increase from 13 per cent in 2012, and was achieved without higher risk taking. Swedbank's share of the total market was 25 per cent.

For us, responsible lending means granting loans only to customers who are able to repay and can withstand deteriorating economic conditions. We work proactively with customers who face financial difficulties. The aim is to start a dialogue early on in order to avoid problems before they arise. Swedbank has been involved in the Swedish debate on household debt and drawn attention to the country's structural challenge owing to a housing shortage, which has been pushing prices higher for some time. This is a problem for all of society and is impeding potential growth. Although the average debt ratio of Swedish households relative to other countries may seem high, differences in the countries' social safety nets have to be taken into account. The Swedish welfare system allows Swedish households to use a larger share of their income for housing. Because of customers' strong ability to repay and the low loan-to-value ratio in the portfolio, the bank's direct risk is low.

The Baltic economies have robust growth in consumption in common. Decreasing unemployment, increasing wages and low inflation have strengthened purchasing power and stimulated household consumption. Consumer confidence increased during 2013 to its highest level since 2011, showing that the Estonian households are slightly more optimistic than those in the two other Baltic countries. Household investment was credit driven, mainly thanks to low interest rates, while positive expectations strengthened both supply and demand. Household mortgage lending increased in Estonia and Lithuania. New lending in Latvia was lower and the mortgage portfolio continued to shrink. New lending remained lower than current repayments and write-offs of nonperforming loans.

Reduced problem loans

Impaired loans fell during the year to SEK 7.5bn. The sale of the Ukrainian operations and discontinuation of Russian operations accounted for SEK 3bn of the decrease. Impaired loans in Baltic Banking, which are attributable to problem loans from the financial crisis and peaked at SEK 27bn, have gradually been reduced to SEK 5.0bn as the loans are restructured, amortised or written off. Within LC&I, impaired loans related to a few large corporate commitments increased, while in Swedish Banking impaired loans fell by SEK 0.7bn. The value of repossessed assets in the Group decreased by SEK 3.0bn to SEK 2.1bn. During the year Ektornet sold properties with a book value of SEK 2.8bn. Repossessed assets amounted to SEK 1.9bn at year-end. Ektornet was originally created to manage and develop the bank's repossessed assets following the financial crisis in 2008–2009.

The share of mortgages in Sweden past due more than 60 days was stable at 0.09 per cent of the portfolio (0.13). In Baltic Banking, the share decreased, mainly in Latvia. The share of mortgages past due for more than 60 days was 0.7 per cent in Estonia (1.1), 7.4 per cent in Latvia (10.5) and 4.4 per cent in Lithuania (5.4).

Credit impairments amounted to SEK 60m (recoveries of SEK 109m in 2012). Credit impairments in Swedish Banking and LC&I totalled SEK 518m. Continued positive macro development in the Baltic countries led to recoveries.

Swedbank's market risks in VaR allocated to risk-taking units 2013, SEKm

The predominant market risks are of a structural or strategic nature and are managed by Group Treasury. Despite increased uncertainty in the financial markets, the risks within trading-driven operations remained low.

Swedbank trading, daily theoretical result and Value at Risk, SEKm

The risk that arises in connection with securities trading remained at a low level in 2013.

Low market risks in an uncertain world

The continuing debt crisis in 2013 in Europe and the US affected Swedbank's macroeconomic environment. Fluctuations in the financial markets were lower than in 2012, which contributed to a decrease in market risks for the bank (expressed in terms of VaR, Value-at-Risk). VaR for Swedbank's trading operations fell, while the level of activity remained high. The Group's interest rate and currency risks decreased after Swedbank discontinued its Ukrainian operations and began the phase-out of its Russian operations in 2013. The divestments within Ektornet also reduced the bank's market risks. Moreover, Latvia's euro accession in January 2014 led to lower currency risks.

Return to normalised level of operational risks

The aggregate operational risk level continued to normalise as a result of consistent, focused work. Stabilisation measures have been taken to safeguard IT operations and accessibility through the Internet Bank and ATMs. Measures to modernise the IT infrastructure and improve incident management remain a priority. The sale of the Ukrainian operations and discontinuation of the Russian operations also contributed to the lower risk level.

Losses related to operational risk events were low in 2013 in relation to previous years and other banks. Some incidents did affect our customers during the year, but the impact was minimised by quick action.

All major incidents were managed within our ordinary routines for incident and crisis management. We are working towards more proactive risk management.

Lower market risks in insurance operations

The risk entailed with the majority of Swedbank's life insurance products is borne by the customer. Few products offer guarantees. A more dynamic asset allocation was introduced for the Swedish life insurance company's guaranteed products during the year to increase customer value while still maintaining good control over market risk. The upswing in the financial markets has led to an increase in the buffers that protect against risk.

Swedbank has continued to adapt its operations to the regulatory requirements of the EU's Solvency II directive. The purpose of the new requirements is to safeguard the interests of policyholders even under adverse financial conditions and to ensure that risk management systems are well-integrated in corporate control models. Although the introduction has been delayed until 2016, interim guidelines for implementing some of the regulations will be introduced in 2014.

Swedbank – simplified balance sheet, SEK bn

Financing strategy

Other than borrowings from the public, Swedbank's covered bonds, which are secured by low-risk Swedish mortgage loans, are its most important financing source. The bank's financing strategy is strongly linked to the credit quality of the assets, since a perceived decline in credit quality, all else being equal, increases investor risk and hence investors' yield requirements. Consequently, the key element in the bank's financing strategy to limit and control liquidity risk is the survival horizon, an internal measure which gauges how long the bank can meet its contractual obligations without access to financing from the capital market. One of Swedbank's focus areas is to manage liquidity risk and ensure that lending quality remains very high.

Continued lower financing costs

Demand for Swedbank's debt instruments remained strong from both domestic and international investors. The bank has broadened its base and attracted new investors, mainly from the US and Asia. This has helped to further reduce funding costs. In the Swedish covered bond market, Swedbank currently has the lowest funding costs. Swedbank's funding costs for covered bonds in the EUR and USD market are in line with or lower than those for other Nordic banks, an improvement compared with 2012. In the unsecured market, mainly in EUR and USD, there is still a gap to close. Swedbank was less active in this market during the year because structural demand for unsecured debt remained low and the bank's liquidity situation at the same time was very good. In 2013 Swedbank issued a total of SEK 103bn in long-term debt instruments. Covered bond issuance amounted to SEK 73bn while issued senior debt amounted to SEK 26bn. In 2014 Swedbank plans to issue SEK 120bn to meet maturing long-term funding with a nominal value of SEK 103bn. Swedbank anticipates limited growth in the mortgage market in coming years, which means that the liquidity it obtains — other than to cover upcoming maturities — will be used mainly in connection with bond repurchases.

The average maturity of all capital market funding arranged through the bank's short- and long-term programmes was 29 months as of 31 December 2013 (33). Long-term funding with an original maturity of over one year had an average maturity of 36 months (38), of which 36 months for covered bonds (39) and 31 months for senior funding (31). Swedbank's shortterm funding is used mainly as a cash management tool, not to finance the bank's lending to the public. The outstanding volume decreased during the year to SEK 101bn (115).

Swedbank's liquidity reserve, which is recognised according to the Swedish Bankers' Association's definition, was SEK 184bn on 31 December 2013 (216). In addition to the liquidity reserve, liquid securities in other parts of the Group amounted to SEK 53bn (58). The liquidity reserve and the

Liquidity Coverage Ratio (LCR) fluctuate over time depending on, among other things, the maturity structure of the bank's issued securities. According to current Swedish regulations , which took effect on 1 January 2013, the Group's LCR was 142 per cent as of 31 December (130). Distributed by USD and EUR, LCR was 618 per cent and 662 per cent, respectively. In early 2013 the Basel Committee published a new recommendation on the definition of LCR, according to which Swedbank's LCR is 168 per cent.

According to Swedbank's interpretation of current draft regulations, the Group's Net Stable Funding Ratio (NSFR) was 89 per cent on 31 December (91). According to Swedbank's interpretation of the Basel Committee's latest draft revisions, NSFR would be 97 per cent.

The main liquidity measure used by the Board of Directors and executive management is the survival horizon, which shows how long the bank can manage long periods of stress in capital markets when access to new financing would be limited. As of 31 December 2013 the bank would be able to survive for more than 12 months with the capital markets completely shut down. This applies to the Group's total liquidity as well as liquidity in USD and EUR. For more information on Swedbank's funding and liquidity (including the survival horizon), see the bank's separate risk report, "Risk Management and Capital Adequacy Report: Pillar 3 – 2013".

Continued rating improvements

Swedbank's rating is highly affected by its funding costs. One of Swedbank's priorities for 2013 was therefore to improve its relative credit rating from credit rating agencies to the same level as banks with the highest rating in the Nordic region. Since Moody's raised the bank's rating to A1 in June 2013, Swedbank is now just one step below the best banks in the Nordic region in terms of ratings from the three major agencies. Moody's said the upgrade was due to Swedbank's improved credit profile as a result of 1) a sustainable reduction of its risk profile and

The main liquidity measure used by the Board of Directors and executive management is the survival horizon, which shows how long the bank can manage long periods of stress in the capital markets with limited access to new financing. At present the bank would be able to survive for more than 12 months with the capital markets completely shut down.

Swedbank
Swedbank AB
Mortgage AB
Covered bonds
Rating Outlook Rating Outlook Rating Outlook
Standard & Poor's
Short-term A-1 A-1
Long-term A+ S A+ S AAA S
Moody's
Short-term P-1 P-1
Long-term A1 S A1 S Aaa –*
Financial strength
(BFSR) C–
Fitch
Short-term F1
Long-term A+ S
BFSR = Banking Financial Strength Rating
* Based on Moody's rating methodology for covered bonds, no outlook is assigned.

BOARD OF DIRECTORS' REPORT Risk management

strengthening of the bank's corporate governance; 2) the continued reduction of problem loans and stabilisation of revenues; and 3) enhanced capital levels and improved funding profile. In July 2013, S&P revised Swedbank's outlook from negative to stable. In S&P's view, Swedbank increased its ability to manage higher financial risks in Sweden against the backdrop of the bank's strong capitalisation and earnings. S&P expects Swedbank's capital situation and profitability to continue to improve over the next two years. Swedbank was the only Swedish bank to retain a stable outlook from S&P, which affirmed its A+ longterm and A-1 short-term credit ratings on Swedbank and Swedbank Mortgage. Fitch did not change the bank's A+ rating during the year.

Capital planning

All banks are affected by macroeconomic changes, which can never be fully compensated by a sound risk culture and risk management. To ensure that it can function well even under unfavourable conditions, Swedbank maintains an extra capital buffer in addition to the legal capital required by law. The bank conduct stress tests to identify the potential effects of possible, though unlikely, negative scenarios and assess whether the capital buffer is satisfactory at any given point in time. Capital planning and measures to sustain satisfactory capitalisation are crucial to maintaining the market's confidence in Swedbank and ensure access to capital market funding.

The financial crisis in 2008–2009 dramatically changed how supervisory authorities, rating agencies and debt investors view bank capitalisation. A number of regulatory changes, including some whose final wording is unclear, are designed to increase the size and quality of the banks' capital base. Swedbank's capital base was further strengthened in 2013 thanks to stable earnings and a reduction in risk-weighted assets. Swedbank's Common Equity Tier 1 capital ratio is one of the highest among European banks. The bank's strong financial position leaves us well prepared for future regulations. Reports from the SFSA and the Riksbank reaffirm Swedbank's strong capital situation. Swedbank's Board of Directors will decide on a capital target when new capital requirements are set.

To increase transparency and ensure an accurate calculation of Swedbank's risk-adjusted return, capital is allocated to the business areas. The principles for allocating capital reflect Swedbank's risk tolerance and capital strategy and are based on regulatory requirements and an internal assessment of the risk in individual transactions. The purpose is to adequately differentiate risk in conformity with Swedbank's ICAAP. In the operating segment report (note G5) equity and key ratios allocated to the various business areas and key indicators are based on this allocation.

Swedbank is one of the most strongly capitalised banks in Europe.

Capital and capital adequacy

The Common Equity Tier 1 capital ratio (i.e. Common Equity Tier 1 in relation to the bank's risk-weighted assets) according to Basel 3 was 18.3 per cent on 31 December 2013 (15.4 as of 31 December 2012), according to our current calculation based on the new regulation that took effect on 1 January 2014. The Common Equity Tier 1 capital ratio according to Basel 2 was 18.7 per cent on 31 December 2013 (16.7). Now that the new regulations have taken effect, Swedbank will cease reporting its capital adequacy according to Basel 2.

Common Equity Tier 1 capital (Basel 2) increased by SEK 7bn during the year to SEK 84.6bn on 31 December. The increase was mainly due to profit for the year after the anticipated dividend and includes dividends of EUR 125m from Swedbank's insurance companies in the Baltic countries. The sale of Swedbank's Ukrainian operations was finalised during the spring, in

Change in Common Equity Tier 1 capital ratio 2013, Swedbank financial companies group

Change in risk-weighted assets 2013, Swedbank financial companies group

connection with which a negative cumulative exchange rate difference of SEK 1.9bn was reclassified from other comprehensive income to profit for the period. This did not affect Common Equity Tier 1 capital, however. New rules on accounting for pensions (IAS 19) took effect on 1 January 2013, as a result of which Common Equity Tier 1 capital decreased by about SEK 3.2bn in January 2013, which has been included in the comparative figures for 2012. In 2013 Common Equity Tier 1 capital increased by about SEK 1.8bn due to rising discount rates. Going forward the amendments to IAS 19 will create volatility in the estimated pension liability and hence in equity. Subordinated loans included in the capital base decreased by SEK 4.1bn, mainly due to redemptions.

Risk-weighted assets decreased by SEK 12.4bn during the year to SEK 451.9bn. The risk-weighted amount for credit risks fell by SEK 14bn. The decrease is mainly due to positive rating migrations, primarily for individuals and tenant-owner associations in Swedish Banking and corporate customers of Baltic Banking, which together reduced the risk-weighted amount by SEK 14.5bn. Increased corporate exposures in Swedish Banking and LC&I increased the risk-weighted amount by SEK 9bn during the year, while lower exposures in Russia and Ukraine, as well as to credit institutions, had an opposite effect of SEK 8.1bn. Fluctuations in exchange rates, mainly attributable to the Baltic portfolio, increased the risk-weighted amount by SEK 2.7bn through the depreciation of the Swedish krona against the euro.

Since 2009 Swedbank's capital efficiency improvements have helped to significantly reduce risk-weighted assets.

The risk-weighted amount for market risks was essentially unchanged compared with 31 December 2012. The sale of Swedbank's Ukrainian operations reduced the risk-weighted amount for market risks by SEK 1.2bn, while market risks increased in LC&I. The risk-weighted amount for operational risks increased by SEK 2bn year-on-year. The increase was due to Swedbank's higher income in 2012 than in 2009, which increased the risk-weighted amount for operational risks by SEK 2.6bn (calculated as a rolling three-year average). The discontinuation of the operations in Ukraine reduced the risk-weighted amount for operational risks by SEK 0.6bn.

Major changes were made in Basel 3 estimates during the year due to clarifications in the final version of CRR of the capital requirements for small and medium-sized enterprises (SME), OTC derivatives and currency risks. In the Swedish application of CRR, the SFSA has also decided to amend the consolidation method for associates so that they are consolidated as of 1 January 2014 according to the equity method instead of full consolidation. The amended consolidation method for the associates Sparbanken Rekarne AB, Färs och Frosta Sparbank AB, Swedbank Sjuhärad AB, Vimmerby Sparbank AB, Bankernas Depå AB and Bankernas Automatbolag AB reduces the capital base and the risk-weighted amount for the financial companies group, which has a slightly positive effect on the Common Equity Tier 1 capital ratio. The above changes are included in the capital estimate according to Basel 3 as of 31 December 2013 and explain the smaller negative effect in relation to Basel 2 compared with the estimate reported on 31 December 2012 (see diagram on previous page).

Measures to improve capital efficiency are expected to continue to have a positive effect on the bank's Common Equity Tier 1 capital ratio. Among other things, we are introducing an Internal Ratings-Based Approach (IRBA) to calculate credit risks for corporate exposures, which will reduce risk-weighted assets. In December 2012 the bank submitted a request to the SFSA to use IRBA. We are still awaiting approval.

For further details on capital adequacy, see note G4.

New capital rules and their effect on Swedbank

The EU's Capital Requirements Regulation (CRR) and Capital Requirements Directive IV (CRD IV), which contain new rules on capital adequacy, liquidity and corporate governance, were approved in June 2013 and took effect on 1 January 2014. The introduction of CRD IV, which includes new capital buffers, also requires implementation in Swedish law. This is expected in 2014. The new EU regulation largely conforms to the previously published Basel 3 regulation that serves as an international regulatory standard on capital adequacy and liquidity.

In November 2011 the Swedish government, in consultation with the Riksbank and the SFSA, presented new capital requirements for systemically important Swedish banks under the new, future regulation. Among other things, the Common Equity Tier 1 capital ratio according to Basel 3, including the new capital buffers, must be a minimum of 10 per cent in 2013 and 12 per cent in 2015, while total capital must be at least 3.5 percentage points higher. A report published on behalf of the government in September 2013 on how CRR/CRD IV will be implemented in Sweden proposes a new law on capital buffers but does not suggest how higher Swedish capital requirements would be introduced. A decision is unlikely until after the summer of 2014, when the necessary legislative amendments have been decided on and the SFSA, which as proposed will set the buffer requirements, can decide which requirements will apply. As of 1 January 2014 capital adequacy reporting by Swedish banks will follow CRR, while the implementation of capital buffers according to the CRD IV directive will be introduced later in 2014.

In May 2013 the SFSA announced its decision to introduce a risk-weight floor of 15 per cent for the Swedish mortgage portfolio, in line with the proposal from November 2012. The floor will be introduced as a supervisory measure within Pillar 2. Consequently, the reported capital ratios will not be affected, since these calculations are made according to the rules for Pillar 1. Based on an average risk weight of 4.3 per cent according to Pillar 1 in Swedbank's Swedish mortgage portfolio as of 31 December 2013 and the Swedish Common Equity Tier 1 capital requirement of 12 per cent (as of 2015), Swedbank, as per the SFSA's decision, has to maintain additional Common Equity Tier 1 capital of SEK 10bn for Swedish mortgages. This corresponds to 2.2 percentage points of the Common Equity Tier 1 capital ratio according to Pillar 1. In its internal controls, Swedbank has for some time allocated additional capital to its mortgage business equivalent to the announced risk-weight floor. In November 2013 the SFSA announced its intention to further increase the risk-weight floor, to 25 per cent. Calculated according to the same method as above, this increase would mean an additional SEK 9.3bn in Common Equity Tier 1 capital for Swedbank. All in

all, a risk-weight floor of 25 per cent would mean Swedbank would have to maintain a total of SEK 19.3bn in additional Common Equity Tier 1 capital for its Swedish mortgages, corresponding to 4.3 percentage points of the Common Equity Tier 1 capital ratio according to Pillar 1. At present Swedbank already has sufficient Common Equity Tier 1 capital to meet the proposed increase in the risk-weight floor. The SFSA is also responsible for deciding on the countercyclical buffer in connection with Sweden's implementation of CRD IV later in 2014. In announcing the increase in the risk-weight floor, the SFSA stated that it may be necessary to prioritise this in exchange for a lower countercyclical buffer.

When CRR takes effect, the SFSA will be able to grant banks waivers from the current Basel 1 floor. The Basel 1 floor is a back-stop for the lowest level of the capital base requirement, which was introduced in connection with the transition from Basel 1 to Basel 2. Swedish authorities had previously announced that this floor would be eliminated in connection with the introduction of the new, higher capital requirements. In December 2013, however, the SFSA said it did not intend to eliminate the floor. As a result, the Basel 1 floor will remain in effect in Sweden in the same way it does today i.e. 80 per cent of the capital requirement calculated according to Basel 1. The SFSA's position does not entail a change with regard to the floor compared with current regulations.

The debate on harmonising risk weights intensified during the year. One of the topics being discussed is how the leverage ratio can be used to ensure a minimum level of capital in relation to the size of the balance sheet. Since the EU's new capital adequacy rules took effect on 1 January 2014, banks have to report their leverage ratio to regulators, who will evaluate the results before deciding whether to introduce a minimum requirement in 2018. Swedbank's leverage ratio (according to CRR) was 4.6 per cent on 31 December 2013.

The EU is finalising the Bank Recovery and Resolution Directive, which will give authorities options in the event of a banking crisis. The plan is to implement the directive nationally, beginning in 2015. The regulations will help to prevent crisis situations and improve options if a crisis arises. An important aim is to reduce the risk of taxpayers having to foot the bill if a banking crisis occurs. One way is by introducing the option of a bail-in, where shareholders and creditors bear the costs as far as possible if a bank faces failure. The European Banking Authority (EBA) drafted a recommendation where financial institutions that are considered systemically important must submit recovery plans to regulators in 2013. Swedbank submitted its recovery plan to the SFSA in December 2013.

In July S&P revised Swedbank's outlook from negative to stable. In S&P's view, Swedbank increased its ability to manage higher financial risks in Sweden against the backdrop of the bank's strong capitalisation and earnings.

Swedbank's risk profile

Swedbank defines risk as a potentially negative impact on the Group's value which can arise due to ongoing internal processes or future internal or external events. The concept of risk includes the probability that an event will occur and the impact it could have on the bank's results, equity or value.

Description Risk profile Risk management
Credit risk
The risk that a borrower will fail to
meet their contractual obligations
to Swedbank and the risk that
pledged collateral will not cover
the claim. Credit risk also includes
counterparty risk, concentration
risk and settlement risk.
Swedbank's customer base, which mainly consists of
private individuals and small and medium-sized com
panies, is designed such that credit risk – Swedbank's
predominant risk – is low. Credit risks can be found on
the asset side of the balance sheet, mainly in the form
of lending to customers, but also outside the balance
sheet in the form of loan commitments to customers
and guarantees, which could entail increased future
credit risk. Swedbank's lending to the public largely
consists of mortgages in Sweden, with low risk. Cor
porate lending is dominated by small and medium
sized companies in Sweden. The risk level here is
higher, but still relatively low. The risk in lending to
the Baltic countries is slightly higher than in the
Swedish portfolio, but has gradually decreased since
the financial crisis. In customer related trading opera
tions and hedging of Swedbank's market risk, risk is
considered low.
Swedbank maintains a well diversified and bal
anced credit portfolio with a low risk profile.
Lending is made to solvent customers with
satisfactory collateral. Diversification, which is
sought within and between sectors and lend
ing segments, contributes to low concentra
tion risks. A strong risk culture and a lending
process distinguished by duality create a bal
ance between risk and return.
Transactions with counterparty risk in trad
ing operations are preferably made with care
fully selected and systemically important
financial institutions. Moreover, Swedbank
works actively with risk-mitigation measures
such as netting agreements, collateralisation
and clearing.
Market risk
The risk that the bank's results,
equity or value will decrease due
to changes in risk factors in finan
cial markets. Market risk includes
interest rate risk, currency risk,
share price risk and commodity
risk, as well as risks from changes
in volatility and correlations.
Swedbank's market risks are generally considered
low. The main market risks are of a structural or stra
tegic nature and relate to the interest rate risk that
arises as a natural part of the Group's operations e.g.
when customers demand different fixed interest
terms on deposits and loans, and to the currency risk
associated with the holdings in Latvia and Lithuania.
In addition, market risks arise in the financial products
that the bank offers to meet customer needs.
Swedbank centralises all interest rate risk to
a few risk-taking units (i.e. units that have
received a risk mandate from the CEO) for the
purpose of managing this risk efficiently, partly
by matching maturities and partly using deriv
atives.
Liquidity risk
The risk that Swedbank cannot
fulfil its payment commitments at
maturity or when they fall due.
Liquidity risks arise because the
maturity structures on the asset
and liability sides of the balance
sheet do not coincide, since lend
ing is generally longer-term than
deposits.
Access to long-term financing is imperative in order
to adequately manage liquidity risk. Swedbank has
therefore diversified its funding through a number of
short- and long-term programmes in several different
capital markets.
To ensure resilience in the event of disruptions
in the capital markets, Swedbank maintains a
liquidity reserve consisting of securities with a
high level of creditworthiness which can be
pledged to central banks or divested at short
notice.
Operationalrisk
The risk of losses resulting from
inadequate or failed internal pro
cesses or routines, human error,
system error or external events.
Operational risk also includes legal
risk and compliance risk.
Operational risks occur in all businesses. It is not possi
ble or cost effective to try to eliminate all of them.
Swedbank's goal is to minimise operational risks given
the nature of its operations and market as well as the
bank's strategy and risk appetite. Minor loss events are
a normal part of the bank's operations. Larger losses
and incidents that affect many of the bank's custom
ers are rare, and Swedbank is diligent in working to
prevent such incidents from occurring.
Swedbank has internal regulations on opera
tional risk management and works in a struc
tured fashion with risk analyses and risk
reducing measures in connection with
significant changes and with continuity plan
ning and preparedness measures to minimise
the effects of incidents as quickly as possible if
they do occur.
Insurance risk
The risk of a change in value due to
a deviation between actual insur
ance costs and anticipated insur
ance costs. In other words, the risk
that an actual outcome will devi
ate from projections e.g. in terms
of longevity, mortality, morbidity
or claim frequency.
Swedbank conducts insurance operations in Sweden,
Estonia, Latvia and Lithuania, with Sweden as its
largest market. Through Swedbank Insurance AB,
Swedbank offers risk insurance products and savings
products, including endowment insurance, variable
universal life insurance and pension products. The
largest risks in these operations are market risk and
insurance risk. Market risk is limited since the large
part of the portfolio consists of products where the
risk is borne by customers.
Insurance risk is managed by basing premiums
on statistical assumptions and close monitor
ing e.g. to identify new trends.

Sustainability creates shareholder value

Many people rely on Swedbank's success. Pension savers, insurance policyholders and hundreds of thousands of small-scale shareholders have entrusted us with valuable assets to manage. We earn their trust through engagement and responsibility.

To remain competitive over time, we have to grow together with our market, in keeping with regulations and guidelines at both national and international levels. Our owners should feel confident that they have invested in a secure and responsible bank with long-term goals. Swedbank's return on equity shall amount to at least 15 per cent over time. The profitability goal is adjusted for Swedbank's market position, risk profile and conditions in our home markets. For the full-year 2013 the return on continuing operations was 14.7 per cent. Against the backdrop of a robust earning capacity and low risk, coupled with limited credit demand for the foreseeable future, Swedbank's dividend policy is to distribute 75 per cent of profit for the year to shareholders. This policy gives Swedbank the opportunity to grow long-term, while at the same time promoting efficient use of capital. The sale of Swedbank's Ukrainian subsidiary, which was finalised during the year, generated a cumulative negative translation difference of SEK 1 875m, which was reclassified from other comprehensive income to profit and loss. The reclassification did not affect the bank's capital, capitalisation or cash flow in 2013; the impact occurred in 2008-09. The Board has therefore excluded this reclassification from the dividend proposal for the financial year 2013. The proposed dividend is SEK 10.10 (9.90) per A share. This corresponds to a payout ratio of 75 per cent of profit, excluding the reclassification. All dividends are contingent on the approval of the Annual General Meeting and require that distributable funds are available.

Share performance during the year

In 2013 the OMX Stockholm 30 Index rose by 21 per cent and OMX Stockholm Banks Index by 42 per cent. Swedbank's A share gained 43 per cent during the year. At year-end 2013 Swedbank's market capitalisation had increased to SEK 205bn (139). The turnover rate was 163 per cent (203) for the A share. Since Sweden's stock exchange monopoly was abolished in November 2007, Swedbank's shares have been traded on several marketplaces. In 2013, 56 per cent of trading turnover in the A share took place outside the primary market. NASDAQ OMX Stockholm, Boat, BATS Chi-X and Turquoise were among the marketplaces with the highest turnover in 2013. Total turnover in Swedbank's A share was SEK 286bn (215). Swedbank's share capital as of 31 December 2013 was SEK 24 904m.

There are investors who focus on sustainability aspects of a company, including how it handles environmental issues, human rights and risks. There are currently a number of mutual funds and stock indices for companies that meet certain sustainability criteria. Swedbank's A share is included, for example, in the STOXX ESG Leaders. Swedbank is also included in the FTSE4Good index, which was created to facilitate investments in companies that demonstrate globally recognised levels of responsibility.

According to the articles of association, Swedbank has three classes of shares: ordinary shares (A shares), preference shares and C shares. The A shares have one vote per share and are the only class of share outstanding. The A shares have been listed on NASDAQ OMX Stockholm's Large Cap list since 1995. The last day for trading in preference shares, which were issued in 2008, was 27 March 2013, when they were converted to ordinary shares. The bank has an American Depositary Receipt (ADR) programme, which enables US investors to invest in Swedbank's A share on the US OTC market via depository receipts without having to register with Euroclear, the Swedish central securities depository, or buy SEK.

2009 2010 2011 2012 2013 200 60 000 000 50 000 000 40 000 000 30 000 000 20 000 000 10 000 000 0 180 160 140 120 100 80 60 40 20 0 Price Volume

Swedbank's share performance compared with bank indices

* Refers to the average of the share price and the aggregate volume in the Swedbank ordinary share on NASDAQ OMX, BATS Chi-X and Burgundy. Turnover of ordinary shares* Ordinary share* OMX Stockholm 30 OMX Stockholm Banks

Holding of treasury shares

The purpose of Swedbank's remuneration programmes is to build long-term commitment among employees and align their interests with those of the shareholders through deferred remuneration in the form of shares. The 2013 AGM resolved to introduce new performance and share-based remuneration programmes for 2013 and to transfer not more than 33 million ordinary shares to the 2010–2013 programmes. Swedbank holds these 33 million shares to secure these commitments. If the transfer occurs as indicated above, it would result in a total dilution effect of about 3 per cent relative to the number of shares and votes outstanding as of 31 December 2013.

The first transfer of deferred shares related to Swedbank's remuneration programmes will be in February 2014, when all shares from programme 2010 and some shares from programme 2011 are transferred to employees. The transfer will result in a dilution effect of about 0.3 per cent in relation to the number of shares outstanding and votes as of 31 December 2013.

To continuously adapt the bank's capital structure to current capital needs, the Board was authorised by the 2013 AGM to resolve to repurchase A preference shares up to 10 per cent of the total number of shares (including shares repurchased by the securities operations – see below). The Board was also authorised to issue promissory notes that can be converted to shares. Since the details of the new capital adequacy rules have yet to be clarified, the mandate was not utilised in 2013.

In its capacity as securities institution, Swedbank engages in securities operations, including trading in financial instruments on its own account. The business needs to acquire its own shares. Accordingly, the 2013 AGM resolved that the bank, until the 2014 AGM, may acquire on an ongoing basis its own shares such that the total holding of such shares at any given time does not exceed 1 per cent of shares outstanding, and that this is done at the prevailing market price.

Ownership and information

As of 31 December 2013 Swedbank had 309 613 shareholders (308 054), 93 per cent of whom had holdings of 1 000 shares or less. Nearly 0.1 per cent together owned over 80 per cent of the company. Swedbank's largest shareholder as of 31 December 2013 was an ownership group consisting of Folksam, KPA and Förenade Liv. International ownership in Swedbank decreased during the year to 38.7 per cent (39.7), of which the US and the UK represent the largest holdings at 14.1 and 12.5 per cent, respectively.

Swedbank shall provide shareholders, analysts and other stakeholders with prompt, accurate, consistent and simultaneous information on the Group's operations and financial position.

Transparency and openness produce a better understanding of the financial reporting and the decisions made as well as of the sector as a whole. Swedbank distributes its annual report to shareholders who choose to receive it. Interim reports are not printed, but are available at www.swedbank.se/ir together with other information released in connection with quarterly reports. The annual report can also be ordered from this site.

We care about transparency and openness.

In 2013 Swedbank's capital market information drew praise with an award for best annual report in the NASDAQ OMX large cap category. In addition, IR Magazine European Awards cited Swedbank for best investor relations in Sweden.

Important events 2013

FIR ST QUARTER

16 Jan 2013 Anders Sundström nominated as new Chair
30 Jan 2013 Year-end report 2012
5 Mar 2013 Mandatory conversion of preference shares
to ordinary shares
5 Mar 2013 Change in distribution of shares due to conver
sion of preference shares to ordinary shares
20 Mar 2013 Swedbank's 2013 AGM. Anders Sundström
elected as new Chair
26 Mar 2013 Record day for mandatory conversion of
preference shares to ordinary shares
SECOND QUARTER
1 Apr 2013 Decision to discontinue remaining operations in
Ukraine and Russia. Agreement signed to sell

17 Sep 2013 Nomination committee for the 2014 AGM

THIRD QUARTER

announced
FOURTH QUARTER
22 Oct 2013 Interim report January–September

capital position

20 Aug 2013 Anders Karlsson named new CRO

16 Jul 2013 Interim report January–June

13 Nov 2013 Jonas Erikson named head of Group Products
19 Nov 2013 Anders Ekedahl named head of Group IT
13 Dec 2013 Cecilia Hernqvist named head of
Communications
16 Dec 2013 EBA review affirms Swedbank's strong

23 Jul 2013 The ratings agency S&P revises Swedbank's outlook from negative to stable

7 May 2013 Sale of the Ukrainian operations finalised

Ukrainian subsidiary 23 Apr 2013 Interim report January–March

4 Jun 2013 Moody's raises Swedbank's rating to A1 10 Jun 2013 Tender offer for government guaranteed bonds 39

Board of directors' report The share, owners and important events

Number of shareholders. 31 December 2013

Size of holding No. of shareholders Holding, % No. of shares Holding, %
1—100 146 418 47 4 706 714 0.42
101—500 112 757 36 29 161 713 2.58
501—1 000 27 729 9 20 371 387 1.80
1 001—2 000 13 155 4 18 485 093 1.63
2 001—5 000 6 176 2 19 185 111 1.69
5 001—10 000 1 496 0.5 10 770 279 0.95
10 001—100 000 1 323 0.4 39 071 046 3.45
100 001—500 000 271 0.1 64 019 709 5.66
500 001— 288 0.1 926 234 670 81.82
Total 309 613 100 1 132 005 722 100

Source: Euroclear Sweden AB

Share statistics. A share 2013 2012 2011 2010 2009
High price*, SEK 182.80 128.90 118.90 99.50 77.10
Low price*, SEK 127.90 89.15 68.90 61.45 14.72
Closing price, 31 Dec.*, SEK 181.00 127.00 89.15 93.80 71.00
Daily turnover, millions of shares** 7.4 7.7 11.1 10.7 14.5
Daily turnover, SEKm** 1 141 858 1 091 838 751
Turnover rate, %** 163 203 292 283 544
Total market capitalisation, 31 Dec., SEKbn 205 139 98 109 82
ISIN code A share: SE0000242455

* Adjusted for rights issue.

** Turnover data include turnover on all marketplaces. including OTC trading.

Sources: NASDAQ OMX. www.nasdaqomxnordic.com and Fidessa Fragmentation Index. http://fragmentation.fidessa.com/fragulator/

investors

as of 31 December 2013, figures in brackets refer to 2012 Swedish legal entities 52.6% (51.8) International 38.7% (39.7)

Shareholder categories, %

Swedish individual investors 8.7% (8.5)

Source: Euroclear Sweden AB

Largest shareholders, 31 December 2013, by owner group*

Share of capital and votes, % 2013
Folksam 9.22
SparbanksGruppen – Members 8.47
Swedbank Robur Funds 4.58
ALECTA PENSION INSURANCE AMF 3.51
AMF – Insurance and funds 3.35
Savings bank foundations – not Sparbanks-Gruppen 3.02
Swedbank AB** 2.92
JPM CHASE NA*** 2.59
JPM CHASE NA*** 2.28
FSPA Resultatandelsstiftelser 1.84
SEB Investment Management 1.58
CLEARSTREAM BANKING S.A., W8IMY*** 1.48
SSB +TC LENDING OMNIBUS FD NO OM79*** 1.21
FJÄRDE AP-FONDEN 1.06
FÖRSTA AP-FONDEN 1.05
15 largest shareholders 48.15
Number of shareholders 309 613

* Shareholders in lowercase letters are grouped.

** Repurchased shares, which carry no votes or dividend rights.

*** These shares are nominee-registered shares on at least two levels: with a Swedish custodian bank and on at least one additional level with a foreign bank. Consequently, there is no information on the owner(s) behind the name on the list. There may be one or more owners. The same foreign custodian bank may appear multiple times on the list.

Source: Euroclear Sweden AB

Data per share

SEK 2013 2012 2011 2010 2009
Earnings per share before dilution 1. 2.3 11.76 13.03 9.53 6.43 –10.66
Earnings per share before dilution, continuing operations 1. 2.3 13.89 13.94
Earnings per share after dilution 1. 2 .3 11.66 12.98 9.52 6.43 –10.66
Earnings per share after dilution, continuing operations 1. 2 .3 13.78 13.88
Equity per share 99.82 93.70 84.40 81.84 77.33
Net asset value per share 107.59 105.52 92.28 81.55 79.58
Cash flow per share 1 –65.17 –30.86 133.99 –16.33 8.65
Cash dividend per ordinary share 10.104 9.90 5.30 2.10 0.00
Cash dividend per preference share 9.90 5.30 4.80 0.00
P/E 15.4 9.8 9.4 14.6 –6.7
Price/equity per share. % 181.33 135.54 105.63 114.62 91.82

1) Since the terms to convert the preference shares to ordinary shares are mandatory, the preference shares are included in the calculation of key ratios. 2) Comparative figures have been restated due to rights issues.

3) Without deducting the preference share dividend. When calculating earnings per share according to IAS 33, the non-cumulative preference share dividend is deducted from profit. The calculations are specified in Note G19.

4) Board of Directors' proposal

Changes in share capital

Year Transaction Quota
value per
share,
SEK
Added/repur
chased shares
No. of
preference
shares
No. of
A shares
No. of
C shares
Share
capital,
SEKm
1999 Bonus issue 20 175 936 281 527 808 843 10 556
2004 Share repurchase 20 –14 937 531 512 871 312 10 556
2005 New share issue 20 2 502 100 515 373 412 10 606
2006 Cancellation of shares 20 515 373 412 10 307
2006 Bonus issue 21 515 373 412 10 823
2008 New share issue 21 257 686 706* 257 686 706 515 373 412 16 234
2009 Conversion of preference shares to ordinary shares 21 38 050 112 219 636 594 553 423 524 16 234
2009 New share issue 21 386 530 059 219 636 594 939 953 583 24 351
2010 Conversion of preference shares to ordinary shares 21 12 369 856 207 266 738 952 323 439 24 351
2011 C share issue 21 1 500 000 207 266 738 952 323 439 1 500 000 24 383
2011 Conversion of preference shares to ordinary shares 21 12 866 678 194 400 060 965 190 117 1 500 000 24 383
2012 Conversion of preference shares to ordinary shares 21 10 128 513 184 271 547 975 318 630 1 500 000 24 383
2012 Cancellation of shares 21 –27 585 955 180 855 906 951 149 816 23 772
2012 Bonus issue 22 180 855 906 951 149 816 24 904

* Subscribed and paid preference shares amounted to 194 985 456 at year-end 2008.

A responsible bank can make a difference

We have to be better at showing customer value in our businesses. The new decentralised organisation in Sweden is the right way forward in order to maintain our customers' trust. Swedbank has a function to fulfil in society.

It is a privilege to serve as Chair of the Board of a bank whose very purpose is to promote a sound and sustainable financial situation for the many in society. Financial worries can be debilitating. Getting help to understand one's situation, feel secure and see the opportunities available can provide a strong sense of freedom and independence. I have seen this in my roles as municipal commissioner, government minister, savings bank president and CEO of an insurance company: a responsible bank can make a major difference for the better.

Swedbank has a fantastic heritage. The traditions from the pioneering days of the savings bank movement have not faded. Instead we are applying this engagement to today's reality and adapting it to a digital world.

When a family contacts Swedbank for a mortgage for a home they are thinking of buying, it is more than just a meeting between the bank and customer. The bank is also a link between the family and the international financial markets, which is a function of the Swedish economy.

We have a structural problem here that cannot be brushed aside. There is too little housing in our most dynamic cities in Sweden. Everyone is aware of this. But we cannot agree on what to do. As a bank, we can help to build more, but we cannot resolve the underlying problem. We have said what we think. Now action is needed.

There is more than enough capital in Swedbank. We could use it to finance new construction and help families secure a home. Capital should do good and be put to effective use in society. It would be extremely unfortunate if Swedish capital requirements were formulated in a way that have the opposite effect of what is intended, or perhaps even damage growth.

The nice thing about businesses like ours, which are rooted in popular movements, is that we share the same basic interests as our customers. It has been said that Swedbank is "a social responsibility that became a bank". Our opportunities depend on how society develops. Swedbank and the entire savings bank movement is a unique meeting place not only for financial issues but also for people and ideas. The bank's core business cannot be separated from our engagement in social issues. Running a bank fulfils an important function in society.

The Swedish banking sector is suffering from low customer satisfaction. We have to be better at showing customer value in our business. When we form a relationship and help young customers, students, new residents or entrepreneurs in a positive way, we hope that they will remain customers for the rest of their lives. It is also by being accessible that we create the breadth and size that makes it profitable to stay at the forefront of future developments.

The work we as a Board of Directors did during the year is described in detail in the Sustainability Report. Without looking too far ahead, I would like to mention a few things. My role is to make sure that the Board of Directors maintains a thorough dis-

The nice thing about businesses like ours, which are rooted in popular movements, is that we share the same basic interests as our customers.

cussion – which is always the case in Swedbank both internally and externally, since we have so many customers, which makes us something of a gauge. Two points can be mentioned here. The first is regulation, especially in terms of capital and liquidity. We are proud to say that the excellent work of our employees has made Swedbank a leader in Europe. The second, as already mentioned, is the low level of customer satisfaction in Sweden. The Board of Directors sees the new decentralised organisation in Sweden, where those with close contact with customers make more decisions, as the right way forward. Now we have to regain the confidence of customers, which I am convinced we will do.

Last but not least, we must not forget the Baltic countries. As Chair of Swedbank, it is gratifying to able to watch the very positive performance, that we have seen in recent years. As a bank, we are part of people's everyday lives, we build trust and we contribute to a sound and sustainable financial situation. It is a privilege to be Chair of Swedbank.

Anders Sundström Chair

Customer value and trust through value-based corporate governance

Our corporate governance is designed to create a sound and effective corporate culture that fosters trust as well as customer and shareholder value. Our governance requires that our employees are familiar with and work together to achieve common goals.

Foundation for corporate governance in Swedbank

Swedbank sees good corporate governance, risk management and internal control as key elements in a successful business. They are a prerequisite to maintain the trust of customers, shareholders, authorities and other stakeholders. Swedbank defines corporate governance as the relationship between shareholders, executive management, other employees, Group companies and other stakeholders. In a broader sense, it also encompasses:

  • how the vision, purpose and strategy are designed and communicated
  • how well the values are embraced
  • how goals are set and followed up
  • how remuneration systems are designed
  • how risks are managed
  • how future leaders are encouraged and developed
  • how a corporate culture that supports the bank's commitment to customers and builds shareholder value is created
  • how transparency is promoted
  • how we manage operations in a sustainable way

The principles of Swedbank's corporate governance are described in the Board of Directors' rules of procedure and in the governance instruction approved by the CEO. The principles are based on external regulations and recommendations published by international bodies as well as on Swedbank's internal view of governance and control.

The internal and external rules regulate the delegation of responsibility for governance, control and monitoring of operations between the shareholders, the Board of Directors and the CEO. No deviations from the Swedish Code of Corporate Governance (the Code) or the rules of the stock exchange (NASDAQ OMX Stockholm) were reported in 2013.

No deviations from Swedish Code of Corporate Governance.

Swedbank's governance model and operational structure are designed to ensure that all co-workers work towards common goals that support the bank's purpose: a sound and sustainable financial situation for the many households and businesses. Strategies, goals, policies, instructions and guidelines clarify how Swedbank and Swedbank employees should act. Transparency and openness are key aspects of this work. Swedbank plays a significant role in the financial systems and infrastructure in

its home markets and thereby contributes to well functioning local communities. Through central business processes we can also have an impact far beyond our own markets. Sustainability work is therefore integrated in our business model and is based on three main areas: financial, social and environmental sustainability. We are and will remain a secure bank with controlled risk taking that does not compromise the stability of the financial market or society's sustainable development.

Our governance model describes, among other things, the delegation of responsibilities within the Group, where role descriptions create the conditions for strong and efficient processes. In accordance with the model, authority and responsibilities are also delegated based on Group-wide principles. Swedbank's operations are founded on a strong presence in the local community with committed employees who are attentive to customers' needs and wishes. Modern and clear leadership where decisions are made close to customers is therefore an important corporate governance principle. This in turn places high demands on risk control and monitoring. Abiding by the bank's vision, purpose and values (read more on page 55) is also a requirement for employees to qualify for allocation in the common remuneration system.

The Group structure provides a framework for roles, functions and reporting channels. In 2013 the bank was organised in nine business areas, supported by Group Functions and Group Products. Group Functions serve as strategic and administrative support with responsibility for maintaining effective standards and routines. Group Products is responsible for providing competitive products and services as well as business support for employees who interact with customers. The diagram on the adjacent page shows the formal corporate governance structure. The figures in each box refer to the corresponding section in the corporate governance report.

1 The shareholders in corporate governance

The shareholders exercise their influence through active participation in the resolutions of the general meeting. These include establishing and maintaining the current Articles of Association, which set the direction for the bank's operations. The owners appoint the bank's Board of Directors and Auditors.

Swedbank's Annual General Meeting (AGM) is normally held in Stockholm in March. According to the Articles of Association, the AGM must be held before the end of April, or under special circumstances not later than 30 June. The time and location are published in Swedbank's year-end report and on its website. The notice of the AGM is usually published five weeks in advance in Post och Inrikes Tidningar (official gazette of Sweden) and on

CORPORATE GOVERNANCE REPORT

Elects/appoints Informs/reports

the bank's website. An announcement that the notice has been posted is also placed in several large Swedish dailies.

Swedbank is a Euroclear registered company, which means that its shares are recorded by Euroclear Sweden AB. All shareholders directly recorded in the register five working days prior to the AGM and who have notified Swedbank in time of their intention to participate are entitled to attend the AGM. They may attend in person or by proxy and may be accompanied. Shareholders can register for the AGM by telephone, email or letter. We encourage shareholders to attend the AGM. Those who register late have the opportunity to attend as guests.

Shareholders wishing to have an issue brought before the AGM must submit a written request to the Board of Directors not later than seven weeks prior to the AGM. This will ensure that the issue is included in the notice. Extraordinary general

meetings can be held as well, the most recent of which was in 2009. Shareholders with a total of at least one tenth of the votes in the bank may request an extraordinary general meeting. The Board or the bank's Auditor can, on their own initiative, call an extraordinary general meeting as well.

Shareholders' power of decision

The AGM's resolutions include:

  • Election of the Board of Directors and remuneration for Board members, including for committee work
  • Discharge from liability for Board members and the CEO
  • Amendments to the Articles of Association
  • Election of the Auditor
  • Adoption of the income statement and balance sheet
  • Allocation of the bank's profit or loss

• Remuneration principles for the CEO and certain other senior executives through the adoption of remuneration guidelines for them.

AGM resolutions have normally been decided by vote since 2010 and require a special majority. Swedbank's Articles of Association contain limitations on the voting rights of class C shareholders. The C shares carry one tenth of one vote each. Swedbank has had ordinary shares and preference shares with equal voting rights: one vote per share. During the first quarter 2013 all outstanding preference shares were converted to ordinary shares. As of 31 December 2013 Swedbank has only ordinary shares outstanding, the class of share traded on the stock exchange. There were no C shares in issue on 31 December 2013. The general meetings are held in Swedish and interpreted to English. All material for the meetings, including the minutes, is in Swedish, but is available in English. The documents are posted on the website. Information on Swedbank's shares, shareholders and previous repurchase programmes can be found on the bank's website under the heading "Investor Relations/Swedbank shares".

Annual General Meeting 2013

The 2013 AGM was held in Stockholm on Wednesday, 20 March. A total of 1 328 shareholders attended personally or by proxy. They represented nearly 55 per cent of the votes in the bank.

All members of the Board of Directors and the Group Executive Committee as well as the Chief Auditor attended the AGM.

Among the 2013 AGM resolutions were the following:

  • Adoption of the annual report
  • Dividend for the financial year 2012 of SEK 9.90 for all shares
  • Reelection of all Board members and election of Anders Sundström as Chair
  • Remuneration to the Board members and the Auditor
  • Repurchase of shares for the securities operations and authorisation of the Board to resolve to repurchase additional shares to adjust the bank's capital structure to prevailing capital needs
  • Mandate to issue convertibles that can be converted to shares, so called cocos.
  • Remuneration guidelines for senior executives
  • Performance- and share-based remuneration programme for 2013 and resolution to transfer ordinary shares etc. as a result of this programme and previous programmes approved by AGMs
  • Principles for appointing the Nomination Committee

2 Nomination Committee

The Nomination Committee's work is founded on the assumption that the Board's composition should reflect diversity and breadth in terms of the competence, experience and background of its members. An even gender distribution is desirable. The bank's operations, stage of development and future direction are also taken into account. While it is important that the Board has the support of shareholders, it also has to be independent in relation to the bank and its executive management, as well as to the bank's major shareholders.

The 2013 AGM decided on the principles for the appointment of the Nomination Committee prior to the 2014 AGM. They include that the committee will comprise five members: the Chair of the Board and representatives from the four largest shareholders (based on known data on the last business day in August 2013), on the condition that they wish to appoint a member. Under certain circumstances a member may also represent a group of shareholders. Swedbank's Nomination Committee represents the shareholders, and normally only one person from the Board participates in the committee. If a member leaves the Nomination Committee before its work is completed, the committee may decide to replace them with another person representing the same shareholder or with a person representing the next largest shareholder that has not already appointed a member to the committee. If a new shareholder becomes one of the bank's four largest after the Nomination Committee has been constituted, the committee has the right to co-opt a member appointed by that shareholder. A co-opted member cannot participate in the Nomination Committee's decisions. The Nomination Committee's current composition prior to the 2014 AGM was announced on 17 September 2013 and is available on the bank's website under the heading "About Swedbank/Corporate governance". The Nomination Committee appoints a Chair from among its members. The Chair of the Board may not be Chair of the Nomination Committee. The committee's mandate extends until a new Nomination Committee has been constituted. Swedbank has relatively low turnover among its major shareholders, so there are few significant changes in the shareholders represented on the committee from year to year. Members of the Nomination Committee are not remunerated for their work or costs incurred. However, the Nomination Committee has the right, at the bank's expense, to engage a recruitment consultant or other external consultants as it deems necessary to fulfil its assignment.

The duties of the Nomination Committee, where applicable, are to submit proposals prior to the AGM on the following:

  • Election of a Chair of the AGM
  • Election of the Board members, Chair and Auditors
  • Remuneration to the Board members and Auditors
  • Principles for appointing the Nomination Committee for the next AGM

The Nomination Committee's work during its term:

  • Work to date regarding the creation of a resource bank of potential Board candidates
  • Evaluation of the Board's work (see below) and members' views of the bank's operations (which was done on an individual basis without the Chair in attendance)
  • The CEO's view of the bank's operations and the challenges the bank faces in coming years
  • The Chief Auditor's view of the bank, the Board and the Group Executive Committee
  • Reviewed competence needs and discussion regarding the Board's composition in the light of Swedbank's strategies and the requirements of the Companies Act
  • Nominated Board members, including the Chair
  • Verification of the candidates' independence
  • Remuneration proposals for the Board and Auditor
  • Reviewed proposal on the principles for appointing the Nomination Committee prior to the 2014 AGM.

3 External Auditor

The external Auditor is an independent reviewer of the bank's financial accounts and corporate governance report who determines whether they are essentially accurate and complete and provide a fair portrayal of the bank and its financial position and results. The Auditor also ensures that they conform to current laws and recommendations. Moreover, the Auditor reviews the administration of the Board of Directors and the CEO.

At the AGM the Auditor presents the Auditors' report and describes the audit work.

The Auditor presented their review and comments to the Board 5 times in 2013. On one of these occasions no one from the executive management was present. The Auditor regularly meets the Chair of the Board, the Chair of the Audit Committee, the executive management and other operating managers. The Auditor normally also meets representatives of the SFSA during the financial year.

Swedbank's interim reports are reviewed by the Auditor. The sustainability report for 2013 was also reviewed.

In accordance with its Articles of Association, Swedbank shall have no less than one and no more than two authorised public accountants. The appointed accounting firm is Deloitte AB, Sweden, with Authorised Public Accountant Svante Forsberg as Chief Auditor. Svante Forsberg has been in charge of auditing duties for Swedbank since 2010. Aside from Swedbank, he has auditing assignments for primarily the following companies: Anticimex, Black Earth Farming, Diös, Lannebo Fonder and Skandia liv. Svante Forsberg has no assignments for other companies that affect his independence as an auditor of Swedbank. The term as Auditor of the bank is normally four years, and an Auditor will be appointed at the 2014 AGM. A decision to replace the Auditor can be made before the four-year period expires. Remuneration for the Group's Auditor is reported in note G14. The SFSA is entitled to appoint an auditor of the bank, but has not exercised this right in several years and did not do so in 2013.

Aside from its assignment as elected auditor, Deloitte has also performed audit-related services involving tax and accounting issues. Tasks closely associated with the audit normally do not pose a risk to the Auditor's independence. In accordance with the bank's policy, other consulting services by the Auditor are greatly restricted. To minimise the risk of a situation where the Auditor's independence can be questioned, consulting services exceeding SEK 250 000 must be approved by the Audit Committee and may not commence until approval is received. The Audit Committee annually evaluates the Auditor to ensure that their objectivity and independence cannot be questioned.

4 Board of Directors

The Board of Directors has overarching responsibility for managing Swedbank's affairs in the interests of the bank and the shareholders. This will be done sustainably with a focus on the customer and sound risk taking to ensure the bank's long-term survival and instil confidence amongst the bank's stakeholders.

The Board consists of ten members elected by the AGM for one year. It also includes two employee representatives and their deputies in accordance with special agreements with the Financial Sector Union of Sweden and Akademikerföreningen. The Board meets the requirements of the Code with respect to its members' independence. All members except Göran Hedman are considered independent in relation to the bank, its executive management and the major shareholders.

An even gender distribution on the Board is desirable over time. The current distribution is 40 per cent women and 60 per cent men, unchanged from 2012.

The 2013 AGM re-elected all Board members and elected Anders Sundström as the new Chair.

Swedbank's Articles of Association state that the Chair of the Board is appointed by the AGM for a period of one year, but otherwise do not have any special provisions on the appointment/dismissal of Board members.

Neither the CEO, the CFO, the Company Secretary nor the Chief Legal Officer is a member of the Board. They attend Board meetings, however, except when issues are discussed where they could have a vested interest or it is otherwise inappropriate that they attend e.g. when the CEO's work is evaluated. The deputy employee representatives normally do not attend Board meetings. The Board's composition is presented on pages 56–59.

The Board's responsibilities and delegation of responsibilities

The Board sets financial goals and strategies; appoints, dismisses and evaluates the CEO; ensures that effective systems are in place to monitor and control operations and that laws and regulations are followed; and ensures that the information released is transparent and accurate.

The Board appoints/dismisses the Head of Internal Audit and makes the final decision on the appointment/dismissal of the CFO and the CRO. Internal Audit is directly subordinate to the Board of Directors.

The Chair of the Board has specific responsibilities, as follows:

  • Lead the Board's meetings and work and encourage an open and constructive debate
  • Monitor and evaluate the competence, work and contributions to the Board of individual members
  • Oversee the CEO's work, serve as a discussion partner and support for them, and monitor that the Board's decisions and instructions are implemented
  • Represent the bank on ownership and other important issues

The Board's overarching responsibility cannot be delegated. However, it has appointed committees to monitor, prepare and evaluate issues within their respective areas for resolution by the Board.

The division of work between the Board, the Chair of the Board and the CEO is determined annually in the Board's instruction for the CEO among other things.

Special instructions are also in place for the Board's committees. The Board appoints the members of the committees at its statutory meeting following the AGM. Changes in the members of the committees can be made at any time during the year.

The Board and committees can, at the bank's expense, engage outside experts if deemed necessary to fulfil their assignment or to obtain information on market practices.

Each year the Chair of the Board initiates an evaluation of the Board's work. This was done in 2013 through a written

questionnaire and in-depth interview with each Board member without hiring an outside consultant. In addition, the Nomination Committee normally meets with two individual Board members without the Chair present to obtain input on how the Board and the Chair are performing. A summary of the results was presented to and discussed with the Board and reported to the Nomination Committee as well.

The Board's work

In 2013 the Board held 20 meetings, five of which were per capsulam. All the meetings were held in Stockholm. The Board was unanimous in its decisions, and no dissenting opinions were noted on any issue during the year. Each year the Board establishes a plan for its work, where it decides which issues to treat in depth. This is based on the processes used in the bank as shown in the diagram below.

Other major issues in 2013 included the following:

  • The new organisation with strengthened focus on the customer and the digital channels
  • Macroeconomic development and its impact on the bank, its limits and exposures
  • Capital and liquidity issues
  • Decision on new anticorruption policy and environmental policy
  • Liquidity strategies and funding issues
  • Sale of the Ukrainian operations
  • Ongoing risk and capital situation, including the Internal Capital Adequacy Assessment Process (ICAAP) and other stress tests
  • Credit decisions where the total Group credit limit exceeds 10 per cent of the capital base (SEK 9bn as of 31 December 2013) for the Swedbank financial companies group as well as on limits for credit risk concentrations

  • Customer satisfaction in the bank and the low Swedish Quality Index result (see page 8)

  • Brand survey
  • Evaluation of the CEO
  • Major ongoing projects within the bank such as the head office move to Sundbyberg
  • Participation in the appointment of a new CRO
  • Competition and business intelligence
  • Succession planning

Prior to each Board meeting the proposed agenda is distributed together with detailed material. This is normally done a week in advance through an electronic data room, where members can view the documents. The Chief Auditor also has access to the system, which has mail, chat, and voting functions, if needed. In addition, the system shows when the documents were accessed on an individual basis. The material for the meetings is saved electronically, including documents not enclosed with the minutes. In addition to committee members, the minutes from all committee meetings are distributed to the other members of the Board, the CEO, the Head of Internal Audit and the external Auditor.

The following points are usually brought up at every Board meeting:

  • Minutes from previous meeting
  • Information on issues dealt with by the Board's committees
  • Report from the CEO
  • Report from the CFO
  • Report from the CRO
  • Strategic issues
  • Decisions on special cases

Board work 2013

The Board's professional development

The Board paid a study visit last autumn to gain better insight into Swedish Banking's southern and western regions, local conditions and the challenges and opportunities that changing customer habits are creating due to greater use of digital channels. A number of study visits were made during the trip to various branches, and discussions were held with employees, regional managers, customers, decision-makers and analysts. Further, all members make individually scheduled visits to branches or units of the bank for a deeper understanding of the bank, its risks, products and various operating areas. The Chair also travelled to London with members of the executive management to meet investors, update themselves and become better aquainted with investors' views.

New Board members attend the bank's own introductory training, which is designed to quickly familiarise them with the organisation and operations and help them better understand Swedbank's values and culture. Members are also informed of their legal responsibility as directors and their roles on the various committees. As a result of the implementation in Sweden of the EBA Guidelines on Internal Governance (GL44), "EBA Guidelines on the assessment of the suitability of members of the managment body and key function holders," and new rules on capital and liquidity requirements (CRD4), additional competence development opportunities will be offered.

4.1 Risk and Capital Committee

The Board ensures that routines are in place to identify and define risks relating to business activities as well as to measure and control risk-taking. The Board's Risk and Capital Committee supports the Board in this work, although the Board still has ultimate responsibility for the bank's risk taking and assessing its capital requirements.

Through the Board's risk and capital policy, the CEO receives guidelines for risk governance and management, risk control, risk and capital evaluation, and capital management. The policy describes the connection between risk and capital as well as how risk and capital management support the business strategy. It also ensures that lending is done in a sustainable and secure way, based on a thorough understanding of the customer and their business and given that business' impact on people, society and the environment.

The Committee covers the following areas:

  • Market risk
  • Credit risk
  • Liquidity and funding (e.g. limits on liquidity risk)
  • Capital (e.g. monitoring the capital base, risk weighted assets and governance models)

Each month the committee receives a special risk report from Group Risk covering, among other things, the Group's risks as indicated above.

A more detailed description of the Group's various risk areas and risk management can be found in the risk section on pages 29–37 and in note G3.

The CEO is not a member of the committee but normally attends its meetings, as do the CFO and CRO. The members of the committee have special competence and experience working with risks.

Key issues in 2013

  • Internal Capital Adequacy Assessment Process (ICAAP) and the bank's capitalisation
  • The bank's limits and exposures, including its largest exposures and largest reserves
  • Stress tests of various credit portfolios and other analyses of the credit portfolios, especially the Swedish mortgage portfolio's structure and composition and its importance to the bank's funding
  • Size of the bank's liquidity portfolio and other liquidity issues
  • Funding-related issues and strategies, especially with regard to covered bonds

4.2 Remuneration Committee

The Board's Remuneration Committee verifies that remuneration systems in the bank generally conform to effective risk management and are designed to reduce the risk of excessive risk-taking. Decisions are taken by the Board.

Remuneration systems must comply with all applicable rules, such as those of the Code and the SFSA.

The work of the Remuneration Committee includes:

  • Salary, pension, variable remuneration and other benefits for senior executives (in accordance with the guidelines adopted by the AGM) and for the Head of Internal Audit
  • The Board's proposal to the AGM regarding remuneration guidelines for senior executives
  • The Board's remuneration policy
  • Decisions according to or deviations from policies in the remuneration area
  • Annual review and evaluation of the effectiveness of the remuneration instructions
  • Preparation and recommendation to the Board on remuneration to consultants in cases where total remuneration exceeds SEK 20m

The committee's chair and members must have the knowledge and experience in risk analysis necessary to make an independent evaluation of the suitability of the bank's remuneration policy. The members must be independent in relation to the bank and its executive management. Since the bank launched its new remuneration programme in 2011, the Remuneration Committee's work has consisted of more ongoing issues. For information on remuneration at Swedbank, see the corporate governance report and note G13.

Key issues in 2013

  • Allocation of the bank's performance and share-based remuneration programmes and other issues associated with the programmes
  • Total remuneration for newly appointed senior executives
  • Evaluation of the bank's variable remuneration programme in the form of shares
  • Remuneration guidelines for senior executives
  • Succession planning

4.3 Audit Committee

The Audit Committee, through its work and in consultation with the external Auditor, the Head of Internal Audit and the Group Executive Committee, provides the Board with access to information on business activities. Its purpose is to identify any deficiencies in routines and the organisation in terms of governance, risk management and control.

The purpose of the Audit Committee's work is to ensure that the bank's executive management establishes and maintains effective routines for internal governance, risk management and control. They should be designed to provide reasonable assurance with respect to reporting (financial reporting, operational risk) and compliance (laws, regulations and internal rules) and ensure appropriateness and efficiency in administrative processes and protection of the bank's assets.

The Audit Committee also reviews the work of the internal and external auditors to ensure that it has been conducted effectively and in an otherwise satisfactory manner. The committee proposes measures that are decided on by the Board as needed.

The committee's work includes:

  • Reviewing and evaluating the Group's financial reporting process
  • Responsibility for the quality of the company's reporting
  • Responsibility for ensuring that the interim reports and yearend reports are audited or reviewed by the external Auditor
  • Meeting the external Auditor on each reporting date
  • Approving consulting services by the external Auditor that exceed a certain amount
  • Staying informed of accounting standards
  • Evaluating and assisting in the appointment of the Head of Internal Audit
  • Reviewing and approving Internal Audit's budget, instruction and annual plan
  • Reviewing Internal Audit's quarterly reports and suggested improvements
  • Following up Internal Audit's annual plan and strategic priorities
  • Following up External Audit's plan and risks in the financial reporting

The Head of Internal Audit is a co-opted member of the committee. The majority of the members must be independent in relation to the bank and its executive management. At least one member must also be independent in relation to the bank's major shareholders. At least one member must have special competence in accounting or auditing.

5 Internal Audit

The purpose of Internal Audit's work is to create improvements in operations by evaluating risk management, governance and internal control.

Internal Audit is directly subordinate to the Board and is therefore a review function independent of the executive management.

All of the bank's activities and Group companies are the purview of Internal Audit, which evaluates whether the executive management, through the internal controls and governance structures it has implemented, has ensured that (1) the controls in business operations are effective, (2) risk management processes are effective, and that (3) governance processes and the organisation are appropriate, functional and support the purpose of the business. It also works proactively to suggest improvements in internal control.

In its work, Internal Audit follows professional guidelines on internal audits and the Institute of Internal Auditors' Code of Ethics as established in the International Professional Practices Framework.

Internal Audit's reviews and any action plans are summarised quarterly in reports to the Board, the Audit Committee, the CEO and the external Auditor.

Special focus areas in 2013:

  • In risk control and compliance, audits have been conducted of credit risk, market risk and operational risk, and of how the bank has adopted new regulations
  • In governance and corporate structure, audits have been conducted of general corporate governance and incentive structures in selected Group companies, and of management of the Group's credit organisation, among other things.
  • In business and IT development, the development process for mainframe computer systems has been audited and a review conducted of Baltic Banking's primary IT support, among other things.
  • Required audits of external rules e.g. the bank's internal capital evaluation and risk classification systems
  • Major ongoing projects such as an audit of the head office move to Sundbyberg and the Latvian subsidiary's adjustments to accommodate the introduction of the euro

6 CEO and Group Executive Committee

The President and CEO is the officer ultimately responsible for ensuring that the Board's strategic direction and other decisions are implemented and followed by the business areas and subsidiaries, and that risk management, governance, IT systems, organisation and processes are satisfactory, particularly in terms of risks. The CEO represents the bank externally on various matters, leads the work of the Group Executive Committee and makes decisions after consulting its members.

The CEO is permitted to delegate duties to subordinates or Group committees, although ultimate responsibility is retained by the CEO. The committees do not constitute a quorum among their own members; instead, decisions are always made by the CEO. The CEO is responsible for following up the Board's decisions and ensuring that any significant failure to implement them is reported to the Board. The Board's view of the CEO's special areas of responsibility is set out in, among other places, its instruction for the CEO and policies. The CEO is also responsible for ensuring that the Board's policies and instructions are followed within the Group and that they are reviewed and evaluated annually.

The CEO establishes Group-wide rules on internal control. To support internal control, the CEO has a number of monitoring units within the Group, mainly Group Finance, Group Risk, and Group Compliance. Follow-ups are done monthly through written reports and in-depth reviews with the heads of the various Group Functions and the business areas. For more information, see the Board of Directors' report on internal control over financial reporting on page 53.

Expanded business focus in Group Executive Committee

In connection with the reorganisation in 2013, changes were made in the composition of the Group Executive Committee. This has resulted in a higher percentage of members with direct business responsibility, which has increased the importance of the Group Executive Committee as a vehicle for exchanging information and ideas. At the same time this facilitates increased individual decision-making by business managers in the organisation. The Group Executive Committee consists of 17 members: the Chief Executive Officer, the Chief Financial Officer, the Chief Risk Officer, the Chief Legal Officer, and the heads of Human Resources, LC&I, Baltic Banking, the six regions in Sweden, Channels & Concepts, Group Products, IT and Treasury. The Group Executive Committee normally meets fortnightly.

The CEO also has a Senior Management Forum (SMF), an information and discussion forum of around 65 senior executives in the bank. This ensures implementation and coordination of strategically important issues in the Group. The CEO evaluates SMF's composition to ensure it has the right combination of competence and experience. The CEO is also responsible for evaluating other senior executives and ensuring that the Group has a strategy for competence management.

To gain a deeper and broader understanding of the bank's various operating areas, regions and markets, SMF is held in a different location each time. In 2013 it was held in Malmö and Umeå, where the discussions dealt with, among other things, how we can increase employee satisfaction, how we can increase integration and cooperation between various business and product areas, as well as how well we meet our customers' needs and expectations.

Clearer governance and increased profitability focus

Two new Group-level committees were formed in January 2013 – the Group Asset Allocation Committee (GAAC) and the Group Risk and Compliance Committee (GRCC) – to create a greater operational and profitability focus within the Group and to clarify governance in the first and second lines of defence. They replaced the two previous Group committees and are led by the CFO and CRO, respectively, who report directly to the CEO. One of GAAC's goals is to consolidate financial control of capital, liquidity, financing and tax issues, as well as management and governance issues. Corresponding operational committees can be found in every business area. Their dialogue with GAAC enriches the understanding of the bank's development and contributes to consistent and harmonious governance. After consulting GRCC's members, the CRO submits recommendations to the CEO and supports senior-level managers and risk managers on central risk issues. Their evaluations are based on information and reports from risk and operational managers as well as from Internal Audit. GRCC contributes to the strategic planning of the Group's risk appetite to ensure harmonisation from a risk perspective. The task of the newly created Group Investment

Committee (GIC) is to prioritise and focus the Group's IT investments as needed in keeping with the bank's strategy and thereby create a foundation for objective investment decisions. All IT investments exceeding SEK 6m must be approved by the CEO after consulting the members of GIC.

Special focus areas in 2013:

  • New organisation with increased customer focus
  • Improved customer offering through the development of digital channels and improved advisory skills
  • Simplified and improved product range
  • New organisation with increased customer focus
  • Simplified performance assessment
  • More efficient processes
  • Risk based pricing
  • Increased internal understanding of risk and capital
  • Higher credit rating and lower funding costs
  • Anti-corruption policy and related implementation programme
  • Updated risk analysis model for sustainability risks in the bank's lending
  • Move of the head office to Sundbyberg
  • Succession planning

7 Business areas

An effective operating structure is important to the governance of the bank. The Group structure provides a framework for various roles, functions and reporting channels within the bank. A reorganisation in 2013 paved the way for better customer service.

The new organisation is flatter than before after removing the upper level in Swedish Banking, and the six regional managers instead report directly to the CEO. At the same time the digital channels and Telephone Bank have been organised in a new business area, Channel & Concepts, the head of which also reports directly to the CEO. The aim is to give the branches and regions greater independence and create more of an entrepreneurial spirit among their managements, as well as to ensure that the digital channels develop on commercial terms. The heads of the above-mentioned areas are responsible to the CEO for their operations and report continuously to the CEO. Every manager has the support of a management team and the option of delegating responsibility, but remains ultimately responsible vis-à-vis the CEO.

Financial reporting is divided into four business segments: Swedish Banking, LC&I, Baltic Banking and Group Functions & Other. The Swedish regions and Channel & Concepts are included in Swedish Banking; Group Treasury, Group Products and Group IT are included in Group Functions & Other.

The business area managers' responsibilities include:

  • Developing the business area's strategy and business plans and ensuring that they are implemented and reported to the CEO
  • Creating and maintaining reporting and communication channels as a means to raise issues of material importance that must be addressed at the CEO or Board level. All these issues are set out in a written report with recommended actions
  • Ensuring that policies and instructions are followed within the business area
  • The customer offering and product development

  • Profitability and financial stability within the business area

  • Monitoring, supervising and managing the business area's assets, liability and profitability
  • Maintaining a sound internal control system to mitigate, detect and quickly respond to risks and ensure that laws and regulations are complied with
  • Effective implementation of the bank's governance model within the business area

8 Group Functions

The Group Functions support the CEO and the Group's business operations while creating consistent routines, ensuring governance and monitoring within the Group, and clarifying Swedbank's vision and strategies.

The Group Functions, which are mainly staffs operating across business areas, consist of Group Finance (including Treasury and Communication), Risk, IT, Compliance, Public Affairs, HR and Legal. In connection with the reorganisation on 1 January 2013, responsibility for products and product development was consolidated in a a single unit, Group Products.

The staffs' tasks include developing Group-wide policies and instructions for the Board and CEO to adopt. They also propose other Group-wide internal rules, which are approved by the manager of each Group Function. The Group Functions are also responsible for monitoring implementation of internal rules and governance in the Group. The purpose of these Group-wide rules and processes is to support the CEO and the Group's business operations and to clarify Swedbank's vision, purpose, values and strategies. Additionally, the staffs create and monitor Group-wide procedures, which support business operations and facilitate an exchange of experience between the bank's various markets. They are responsible for compiling and analysing reports for the CEO and the Board as well as proposing solutions to issues that require immediate action within each area and thereby creating an effective response to the problem. The head of each Group Function should have unrestricted insight into business operations in order to fulfil their obligations.

The Group Functions for Risk and Compliance serve as control functions and continuously monitor operations. In this way the Group Functions support the CEO in fulfilling his duty to ensure proper governance and monitoring.

9 Corporate culture based on simplicity, openness and caring

The commitment and focus of Swedbank's employees are founded on their understanding of the bank's purpose, values and goals.

Swedbank's operations are founded on a strong presence in the local community and on stimulated and engaged employees who are attentive to customers' needs and wishes. We see this as critical to long-term customer relationships built on trust. To meet our customers' needs and adapt the bank to external trends, our advisory services and product development are based on those very needs. A new organisation that took effect on 1 January 2013 in Sweden gives bank branches greater decision-making authority and focuses on digital channels.

In addition to policies and guidelines, the bank has a code of conduct that describes how employees are expected to act towards customers as well as towards each other, suppliers, competitors, authorities and the public and society at large. Swedbank also has a sustainability and ethics council that deals with issues where the environment, human rights, social responsibility, business ethics or corruption are a critical factor in business decisions. The council's task is to guide the organisation in minimising sustainability risks and any negative impacts on the bank. Moreover, there is a framework for the delegation process within the Group. Even after a task has been delegated, responsibility still rests with the delegator. However, the person delegated shares that responsibility.

To ensure balanced delegation, rules are in place to determine when various issues should be referred to a higher level or to the CEO and Board. This ensures that those ultimately responsible for the bank's operations maintain the necessary overall control. Another important component of stability and sound risk-taking is a well-functioning, market-based remuneration structure.

An important gauge and way to improve individual performance and align it with the bank's overarching goal is the Performance Development (PD) process. It gives us the opportunity to make sure that every employee's daily tasks and individual goals are consistent with the bank's overarching goals, purpose and vision. It is crucial that managers and employees work together as a natural part of their day to achieve and monitor the targets they have agreed to, in order to ensure that goals are attained.

Remuneration that encourages engagement and a long-term view

Remuneration at Swedbank should be designed to attract employees with the competence needed to achieve the bank's purpose within established cost limits. Our view is that remuneration should be individually based as far as possible to inspire employees to live up to Swedbank's goals, strategy and vision. Remuneration should also encourage them to live our values.

The majority of employees have fixed and variable remuneration components, which, together with a pension and other benefits, represent their total remuneration. Total remuneration is market-based and designed for a sound balance between the fixed and variable components. A remuneration committee drafts proposals for remuneration systems and recommends variable remuneration for employees to the Board's Remuneration Committee.

Board remuneration consists of fixed remuneration for Board work and any committee work. The CEO's employment terms contain no variable remuneration. See also note G13.

Sustainability focus in what we do

The purpose of Swedbank's sustainability focus is to reduce risks and ensure the bank's long-term survival. As one of Sweden's largest banks, Swedbank contributes to society's growth and development. The bank's main role is to convert savings into financing, to contribute to a functioning payment system and to manage risks. Swedbank's commitment is to do this in a sustainable and responsible manner. The bank promotes savings and contributes to a sound and sustainable financial situation. This means that sustainability issues must be part of investment and lending decisions and that the bank responsibly participates in the public debate. Social issues are driven from a clear business perspective within the bank and seen as a way to attract customers, employees and investors.

10 Information to capital market

Swedbank provides shareholders, analysts, debt investors and other stakeholders prompt, accurate, consistent and simultaneous information on the Group's operations and financial position.

Transparency fosters an understanding of the financial reporting and the decisions that are made, as well as of the sector as a whole.

Swedbank's external reports should reflect the progress in achieving the bank's goals and priorities as well as other important changes required to monitor and evaluate the bank's financial position. The financial information should also create good insight into the bank's track record and current and future development, and be in line with the executive management and Board's perception of the bank.

The bank works actively with investor relations and has during the year had over 1 400 equity and debt investor meetings as well as analyst meetings, including at international and national seminars and conferences. The meetings focused on the latest financial report, the bank's strategy or more specific information on a particular operating area or other topical issues.

Issues of particular interest to investors and analysts in 2013: • Capital issues and regulatory changes

  • Margins and net interest income
  • Household debt and credit quality in Sweden
  • Baltic operations performance
  • The new organisation and investments in digital services

In 2013 Swedbank's capital market information drew praise as the best investor relations among Swedish companies in the IR Magazine European Awards and best annual report in the NASDAQ OMX Stockholm large cap category.

The Group's information policy, which is included in the internal control environment, is designed to ensure that Swedbank meets the requirements placed on publicly listed companies. Swedbank's annual report is distributed in printed form to those who have actively requested it. The annual report, interim reports, year-end reports, press releases and other relevant information on the bank are available on the Group's website, which is updated continuously.

Further information on Swedbank's corporate governance

On Swedbank's website, www.swedbank.com, under the tab "About Swedbank," is a special section on corporate governance issues, which contains, among other things:

  • Swedbank's Articles of Association
  • The Nomination Committee's principles and work
  • Information on Swedbank's Annual General Meetings since 2002
  • Information on remuneration in Swedbank and an evaluation of the remuneration guidelines for Swedbank's senior executives
  • The bank's code of conduct

The Board of Directors' report on internal control over financial reporting

The Board of Directors is ultimately responsible for ensuring that the internal control over financial reporting (ICFR) complies with external regulations. These regulations, which contain information requirements on how internal control is organised, are designed to provide reasonable certainty of the reliability of the financial reporting. Swedbank's ICFR is structured based on the COSO model (The Committee of Sponsoring Organisations of the Treadway Commission). The framework comprises five internal control components: control environment, risk analysis, control activities, information and communication, and monitoring. The information below describes how ICFR is organised.

The Board of Directors and executive management establish the foundation for internal control (control environment)

The foundation for Swedbank's internal control is based on the bank's culture as well as the organisational structure, policies and instructions established by the Board and executive management. In an overarching policy document, the Board has decided on the principles for internal control. Furthermore, Swedbank's CFO has issued a directive with guidelines specifically for ICFR. This creates an environment that supports reliable and accurate reporting.

Following the bank's reorganisation in 2013, a functional control environment and cohesive financial controls have become even more important. The emphasis has been on allowing various units to make independent business decisions at customer meetings. The same applies to the Board and management in monitoring each business unit's financial development. The goal is that every unit manager will own their share of the financial control model and adapt their operations to meet customer needs and ensure the bank's long-term profitability. This creates profit-conscious managers and makes it possible for the Group Executive Committee to shift from operational management to strategic and financial monitoring.

Risk assessment based on essentiality and complexity (risk analysis)

Risks in financial reporting are part of the risk analyses conducted from a general risk perspective. Besides the risk analyses, Swedbank conducts annual self-assessments of internal control. The self-assessments identify any significant risks that affect reporting in the Group, business areas and processes. From a balance sheet and income statement perspective, the self-assessments focus on essentiality; from a process perspective, they focus on complexity.

Controls at different levels (control activities)

Controls associated with financial reporting are performed on several levels and include processes to analyse and monitor the Group's business operations in order to ensure reasonable reliability of the financial reporting and monitor any discrepancies. Group-level regulations are in place for internal accounting principles, planning and monitoring processes, and reporting routines. To ensure the correct application of the bank's accounting rules and reporting, regular internal follow-ups are conducted with local accounting managers. Local and central controller and accounting departments perform controls mainly through reconciliations between sub-ledgers and ledgers. There are routines as well to ensure that assets and liabilities exist and that assets, liabilities and business transactions have been accurately reported. Swedbank also has a central valuation group to ensure the accurate valuation of assets and liabilities. Analyses of accounting results are presented monthly to Swedbank's executive management. The Board's Audit Committee monitors the financial reporting and the effectiveness of internal control, internal audit and risk management.

A harmonisation of the entire financial control model is under way within the Group. This will help to ensure that profitability is measured consistently and on the basis of common settlement principles. The profit measure will also contribute to a capital allocation that reflects the bank's internal capital evaluation and stress tests. Profitability is being measured to a growing extent as risk-adjusted return on capital (RAROC). It is also measured based on what the transaction, after adjusting for risk and deducting the cost of capital, adds to the bank's financial results. In addition, a model has been created to calculate product profitability in the Group, which has facilitated, among other things, more extensive product reporting.

The main communication channel is the Group's intranet (information and communication)

Group Finance is responsible for ensuring that the bank's accounting instructions are updated, communicated and available to the reporting units. Policies, instructions, directives and manuals containing regulations on financial reporting are published on the intranet. Each country also has its own intranet where national reporting routines are available. They are the most important tool for distributing information and uniform application of principles for financial reporting and internal control.

Employees can anonymously report suspicions of fraud and violations of external and internal regulations. These reports are handled by the Compliance unit in accordance with the Swedish Personal Data Act and will not have any negative consequences in terms of working conditions or terms. The purpose of this information channel is to facilitate upward communication in the organisation.

Follow-up (monitoring)

Group Finance monitors the financial reporting. On behalf of the Board, it also evaluates and reviews the internal audit, how governance, risk management and internal control are organised, and complied with. One important control is the annual review of the services the bank provides to the savings banks. This includes third party verification for the savings banks, where the internal control of the services that the bank provides is evaluated and tested by an independent party. All business units and the largest business-support units undergo performance reviews, where the bank's CEO, CFO and CRO, together with each manager, discuss the unit's development. The discussion covers financial development as well as strategic and operational considerations in operating plans. Considerable focus is also placed on costs.

Increased focus on internal control over financial reporting

The implementation of a Group-level ICFR framework was launched in 2012 to further improve internal control. The implementation, which is expected to take up to 3 years, includes the establishment of an overarching control framework to continuously evaluate and develop controls for all essential processes. The implementation, which progressed according to plan in 2013, comprised a number of business and financial processes such as the mortgage process and corporate lending in the Swedish operations. Controls that are considered essential to the accuracy of financial reporting are continuously evaluated, and the Board and management are kept informed through periodic reporting sessions.

"Our business is based on managing risk. Sustainability entails a relatively lower risk, which gives us better opportunities to contribute to growth and prosperity through lending and investment solutions. That's why Swedbank is all about sustainability. That's how we earn money." Michael Wolf, CEO of Swedbank

The 2013 sustainability report describes Swedbank's view of sustainable banking

We promote a sound and sustainable economy

For 2013 Swedbank is publishing an independently reviewed sustainability report that presents our view of sustainable banking.

Our sustainability strategy

In Swedbank's sustainability strategy, our responsibility for sustainable development begins with the banking business. The work we do to promote a sound and sustainable financial situation is integrated in our core business in three main areas: Financial sustainability, Social sustainability and Environmental sustainability. These three in turn consist of a number of issues pertinent to Swedbank: financial stability, anti-corruption and transparency, a sustainable financial situation for our customers, human rights, labour law, health and safety, gender equality and diversity, climate change, and resource efficiency. By integrating these areas in the bank's daily operations, we contribute to sustainable development in the markets where we operate and in society as a whole.

Recognised guidelines

Swedbank applies the GRI G4 guidelines to report its sustainability work. The aim is to present the progress we have made as well as areas where we have more to do. Most importantly, we want to explain why we feel that a

sound and sustainable world is vital to a sound and sustainable bank.

Swedbank's values

Swedbank's vision is to make it possible for people, businesses and communities to grow. The bank's values – being open, simple and caring – express our commitment to creating lasting value. Our purpose is to promote a sound and sustainable financial situation for the many households and businesses.

Read our Sustainability Report!

CORPORATE GOVERNANCE Board of Directors

Board of Directors

Anders Sundström Lars Idermark Olav Fjell
Year of birth Born 1952
Chair since 2013
Born 1957
Deputy chair since 2013
Born 1951
Board member since 2011
Shareholdings
in Swedbank*
Own and closely related parties: 30 000 A
shares
Own and closely related parties: 143 A
shares
Own and closely related parties: 7 700 A
shares
In Swedbank as ■ Board of Directors, Chair
■ Remuneration Committee, Chair
■ Risk and Capital Committee, Chair
Attendance: ■ 20/20 ■ 10/11 ■ 9/9
Total fees: ■ 1 350 000 ■ 100 000
■ 250 000
■ Board of Directors, Deputy Chair
■ Remuneration Committee, member
■ Risk and Capital Committee, member
Attendance: ■ 18/20 ■ 11/11 ■ 8/9
Total fees: ■ 675 000 ■ 100 000
■ 250 000
■ Board of Directors, member
■ Remuneration Committee, member
Attendance: ■ 19/20 ■ 10/11
Total fees: ■ 400 000 ■ 100 000
Anders Sundström provides extensive,
broad experience and a wide-ranging net
work of contacts in political and business
circles through his previous positions as
municipal commissioner, several ministerial
posts, CEO of a savings bank and insurance
company.
Lars Idermark has great knowledge of the
banking world, including from his time at
Föreningssparbanken, in addition to expe
rience from a number of other industries at
both an operational and strategic level. As
former chair, he also provides continuity
and support to others who participate in
the Board's work.
Olav Fjell has significant operational expe
rience, primarily from the Norwegian busi
ness sector, including as president of the
energy giant Statoil, and of Postbanken.
He has also worked as an advisor for First
Securities, which is part of
Swedbank.
Board
member's
independence
Independent in relation to the bank and the
executive management of the bank and
independent in relation to the bank's major
shareholders.
Independent in relation to the bank and the
executive management of the bank and
independent in relation to the bank's major
shareholders.
Independent in relation to the bank and the
executive management of the bank and
independent in relation to the bank's major
shareholders.
Education Studies in social sciences Master of Business Administration B. Sc. Business Administration and
Economics
Bank specific
experience
Operational: 3 years. Board: 11 years Operational: 8 years. Board: 13 years Operational: 14 years. Board: 3 years
Work
experience
Full-time board member
President and CEO, Folksam • Minister for
Employment, Minister for Enterprise and
Energy, and Minister for Social
Affairs • Local Government Commissioner,
Piteå municipality • Member of Parlia
ment • Sparbanken Nord (Savings Bank
Nord), Chair • CEO, Sparbanken Nord
(Savings Bank Nord)
President , Södra Skogsägarna AB
President and CEO, PostNord AB • Presi
dent and CEO, KF/Coop • President,
Second Swedish National Pension
Fund • Deputy President and CEO, Capio
AB • Executive Vice President, Deputy
President and CEO, FöreningsSparbanken
(Swedbank) • CFO and Executive Vice
President, Föreningsbanken AB • Presi
dent and CEO, LRF Holding AB
Full-time board member
President, Hurtigruten ASA • President,
Lindorff Group • Advisor, First Securi
ties • President, Statoil • President,
Postbanken • Executive Board, DnB,
member • Executive postions, Bergen
Bank • CFO, Kongsberg Våpenfabrikk
Other
significant
assignments
Arbetsgivarföreningen KFO, Board mem
ber • Bommersvik AB, Chair • European
Savings Banks Group, Deputy Chair • For
sikrings-Aktieselskabet ALKA (DK), Board
member • ICMIF (UK), Chair • Kooperativa
Förbundet, KF, Chair • Konsument
kooperationens pensionsstiftelse, Board
Chalmers University of Technology Foun
dation, Board member • PostNord AB's
Group Companies, Chair
Bene Aqere Resulting, Chair • Concedo
ASA, Chair • Franzefoss AS, Chair • Lotos
E&P Norge AS, Deputy chair • Nofima AS,
Chair • Northland AB, Chair • Rapp Marine
Group AS, Chair • Statkraft AS,
Chair • Swix AS, Chair

* Holdings as of 31 December 2013

member

Own and closely related parties: 7 700 A

Olav Fjell has significant operational experience, primarily from the Norwegian business sector, including as president of the energy giant Statoil, and of Postbanken. He has also worked as an advisor for First

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major

President, Hurtigruten ASA • President, Lindorff Group • Advisor, First Securities • President, Statoil • President, Postbanken • Executive Board, DnB, member • Executive postions, Bergen Bank • CFO, Kongsberg Våpenfabrikk

Bene Aqere Resulting, Chair • Concedo ASA, Chair • Franzefoss AS, Chair • Lotos E&P Norge AS, Deputy chair • Nofima AS, Chair • Northland AB, Chair • Rapp Marine Group AS, Chair • Statkraft AS,

CORPORATE GOVERNANCE Board of Directors

Born 1956 Board Member since 2002

Own and closely related parties: 14 350 A shares

■ Board of Directors, member ■ Audit Committe, Chair ■ Risk and Capital Committee, member Attendance: ■ 20/20 ■ 5/5 ■ 7/9 Total fees: ■ 400 000 ■ 175 000 ■ 250 000

Ulrika Francke provides expertise in real estate and development as well as considerable experience from the bank's Board. In her current role as president and CEO of one of Sweden's leading consulting firms, she also contributes with knowledge of urban planning.

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders

President and CEO, Tyréns AB

President and CEO, SBC Sveriges Bostadsrättscentrum AB • Head of Administration, City of Stockholm • President and CEO, Fastighets AB Brommastaden

Ulrika Francke Göran Hedman Anders Igel

Born 1954

Board member since 2010 Own and closely related parties: 1 109 A shares

■ Board of Directors, member ■ Risk and Capital Committee, member Attendance: ■ 20/20 ■ 9/9 Total fees: ■ 400 000 ■ 250 000

Göran Hedman has held a number of executive positions within FöreningsSparbanken and brings to the Board his long experience and know-how in the areas of credit and risk, as well as extensive knowledge of, and contacts in, the savings bank movement through his current position as CEO of Sparbanken in Enköping.

Göran Hedman is CEO of Sparbanken in Enköping. All aspects considered, Göran Hedman is not independent in relation to Swedbank when taking into consideration the cooperation agreement between Swedbank and Sparbanken in Enköping. Göran Hedman is considered independent in relation to the senior management of the bank and the bank's major shareholders.

Board: 19 years Operational: 40 years, Board: 12 years Board: 5 years Bank specific

President, Sparbanken in Enköping

Head of Research at Group Credit, FöreningsSparbanken AB (Swedbank) • Deputy Chief Credit Officer, Föreningsbanken AB • Executive positions, Föreningsbanken AB

Uppsala Chamber of Commerce, Board member • Sparbanken i Enköping, Board

member

B. Sc. Business and Economics

ASA, Chair

Full-time board member President and CEO, Telia Sonera AB • President and CEO, Esselte AB • Executive Vice President, Telefonaktiebolaget LM Ericsson

Broadnet AS, Board member • Finewineandtable Sweden • Igel Insight AB, Chair • Industrial advisor to EQT • Ventelo

Other

significant assignments

Almega trade organisation, Board member • Hexagon AB, Board member • IQ Samhällsbyggnad, Board member • Johanneberg Science Park, Board member • Leif Wåhlin Fastighets AB, Board member • City Council of Stockholm, Deputy • Stockholms Stadsteater AB (Stockholm City Theatre), Chair

* Holdings as of 31 December 2013

Anders Igel brings to the Board industrial, technological and financial experience after having held senior positions at Telia Sonera, Esselte and Ericsson. He provides expertise in strategic issues, restructurings and online services.

Born 1951

shares

Board member since 2009

■ Board of Directors, member ■ Remuneration Committee, member Attendance: ■ 20/20 ■ 11/11 Total fees: ■ 400 000 ■ 100 000

Own and closely related parties: 7 500 A

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders

University studies Upper secondary school M. Sc. Electrical Engineering and

Education

Board member's independence

Year of birth

Shareholdings in Swedbank*

In Swedbank as

experience

Work experience CORPORATE GOVERNANCE T Board of Directors

Board of Directors

Year of birth Born 1953
Employee representative since 2009
Shareholdings
in Swedbank*
Own and closely related parties:
1 846 A shares
In Swedbank as ■ Board of Directors, member, employee

representative. Total fees: No fees

Kristina Kjell is an employee representative with experience as a private advisor, administrative manager and deputy branch manager within the bank.

Financial Sector Union, Chair, Swedbank Retail advisor, administrative manager and deputy branch manager within Swedbank's Swedish retail operations

KristinaKjell Jimmy Johnsson PiaRudengren

Born 1976 Employee representative since 2010

Own and closely related parties: 75 A shares

■ Board of Directors, member, employee representative. Total fees: No fees

Jimmy Johnsson is an employee representative with experience as a systems manager for two of the Group's product companies.

Born 1965 Board member since 2009

Own and closely related parties: 1 000 A shares

■ Board of Directors, member ■ Risk and Capital Committee, member Attendance: ■ 19/20 ■ 8/9 Total fees:■ 400 000 ■ 250 000

Pia Rudengren has broad-based financial knowledge through her previous role as CFO of Investor as well as extensive experience of board work.

Board
member's
independence

Bank specific experience

Work experience

Operational: 41 years Operational: 15 years Board: 5 years

Systems manager, Swedbank Försäkring AB Systems manager, Swedbank Robur AB • Sales manager, Lux Svenska AB • Sales manager, AB Norrtälje Bilcentral

Not applicable Not applicable Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders.

Education Upper secondary school Upper secondary school B. Sc. Business and Economics

Full-time board member Vice President, W Capital Management AB • CFO, Investor AB

significant assignments

Other

SPK, Board member FöreningsSparbanken AB's Kopparmyntet profit-sharing fund, Board member • SPK, Board member • Guldeken Foundation, Board member

Duni AB, Board member • Valmet Oyj, Board member • Kappahl AB, Board member • Social Initiative AB, Chair • Tikkurila Oyj, Board member • WeMind Digital Psykologi AB, Board member

CORPORATE GOVERNANCE Board of Directors

59

Born 1959 Board member since 2012

Own and closely related parties: 4 000 A shares

■ Board of Directors, member ■ Remuneration Committee, member1 ■ Audit Committee, member1 Attendance: ■ 20/20 ■ 4/41 ■ 4/41 Total fees: ■ 400 000 ■ 125 000

Charlotte Strömberg provides expertise in the equity and other financial markets, in addition to long experience from various positions in the financial sector and extensive knowledge of the real estate sector as former president of Jones Lang LaSalle Norden.

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders.

Full-time board member

President, Jones Lang LaSalle, Norden • Carnegie Investment Bank, various positions • Alfred Berg • ABN AMRO, Stockholm • Consensus Fondkommission AB • Robur AB

Castellum AB, Chair • Boomerang AB, Board member • The Fourth Swedish National Pension Fund, Board member • Intrum Justitia AB, Board member • Skanska AB, Board member • Accretiv AB, Board member • Karolinska Institutet, Board member

1) Change in committee in connection with AGM on 20 March 2013 from Remuneration Committee to Audit Committee

* Holdings as of 31 December 2013

Charlotte Strömberg Karl-Henrik Sundström Siv Svensson

Born 1960 Board member since 2009

Own and closely related parties: 9 750 A shares through Alma Patria AB

■ Board of Directors, member ■ Audit Committee, member Attendance: ■ 19/20 ■ 4/5 Total fees: ■ 400 000 ■ 125 000

Karl-Henrik Sundström's extensive professional experience, largely from his time at Ericsson, provides the Board with valuable knowledge in strategy, IT, financial markets and business development.

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders.

B. Sc. Business and Economics B. Sc. Business and administration B. Sc. International Economics Education

Executive Vice President, Printing & Living Division, Stora Enso AB

CFO and Vice President, NXP Semiconductors • CFO and Vice President, Telefonaktiebolaget LM Ericsson • Head of Global Services, Telefonaktiebolaget LM Ericsson • Head of Australia and New Zealand, Telefonaktiebolaget LM Ericsson • CFO, Stora Enso

Born 1957 Board member since 2010.

Own and closely related parties: 1 500 A shares

Year of birth

Shareholdings in Swedbank*

In Swedbank as

Board member's independence

experience

Work experience

■ Board of Directors, member ■ Audit Committee, member Attendance: ■ 20/20 ■ 5/5 Total fees: ■ 400 000 ■ 125 000

Siv Svensson has broad experience in banking and the financial sector, both strategic and operational, and provides insight into customer relationship management and HR issues as well as experience from the Nordic business sector.

Independent in relation to the bank and the executive management of the bank and independent in relation to the bank's major shareholders.

Board: 2 years Board: 5 years Operational: 26 years, Board: 4 years Bank specific

Full-time board member

President, Sefina Finance AB • President, Sefina Svensk Pantbelåning AB • Vice President and Regional Head, Nordea AB • Group Controller and Nordic Head of Global Operation Services, Nordea AB • Group Controller, Merita Nordbanken AB • Administrative Head, PK Fondkommission AB

SJ, Board member Other

significant assignments Group Executive Committee

Group Executive Committee

President and CEO

Born 1963. Employed since 2008 Shareholdings in Swedbank*: Own and closely related parties: 83 500 A shares. He does not otherwise own any shares and is not a partner in companies with significant business relationships with the bank.

Education: M. Sc. Business and Economics Work experience: CEO of Intrum Justitia • Vice President, CFO and various positions within Skandia • Various positions within SEB

Outside directorships: Stockholm Chamber of Commerce, Board member • Svenska Bankföreningen, Board member

Head of Channels and Concepts Born 1966. Employed since 2010. Shareholdings in Swedbank*: Own and closely related parties: 1 500 A shares. Education: B.Sc. Business and Economics.

Michael Wolf MikaelBjörknert BirgitteBonnesen

Head of Baltic Banking Born 1956. Employed since 1987. Shareholdings in Swedbank*: Own and closely related parties: 400 A shares. Education: MA Economics and Modern Languages

GöranBronner UlfEjelöv

Group Chief Financial Officer (CFO) Born 1962. Employed since 2009. Shareholdings in Swedbank*: Own and closely related parties: 100 000 A shares through companies. Education: B.Sc. Business and Economics.

Head of Northern Region Born 1959. Employed since: 2009 Shareholdings in Swedbank*: 3 289 A shares Education: Bachelor of Law.

Head of Stockholm Region Born 1964. Employed since 1989. Shareholdings in Swedbank*: 14 035 A shares. Education: B.Sc. Business and Economics.

BjörnElfstrand MatsEngstrand JonasErikson

Group Chief Information Officer (CIO) Born 1964. Employed since 2012. Shareholdings in Swedbank*: 297 A shares. Education: M.Sc. Engineering. Succeeded 1 January 2014 by Anders Ekedahl, head of Group IT.

Head of Group Treasury Born 1974. Employed since 2009 Shareholdings in Swedbank*: 0 A shares. Education: Studies in economics. Note: Appointed head of Group Products as of 1 January 2014. Helo Meigas succeeded Jonas Erikson as head of Group Treasury.

* Holdings as of 31 December 2013

CORPORATE GOVERNANCE Group Executive Committee

Head of Group Products Born 1962. Employed since 1987. Shareholdings in Swedbank*: Own and closely related parties: 3 450 A shares. Education: B.Sc. Business and Economics. Note: Ended her employment at Swedbank 31 December 2013. Succeeded by Jonas Erikson.

Head of Group Human Resources Born 1962. Employed since 2009 Shareholdings in Swedbank*: 0 A shares. Education: B.Sc. Business and Economics.

CatrinFransson LarsFriberg MagnusGagner-Geeber

Head of Large Corporates & Institutions Born 1969. Employed since 1990 Shareholdings in Swedbank*: Own and closely related parties: 0 A shares Education: Upper Secondary School

Head of Southern Region Born 1962. Employed since 1988. Shareholdings in Swedbank*: 1 000 A shares Education: B.Sc. Business and Economics.

Head of Eastern Region Born 1963. Employed since 1990. Shareholdings in Swedbank*: 450 A shares Education: Bachelor of Law

StojkoGjurovski MarieHalling CeciliaHernqvist

Head of Group Legal Born 1960. Employed since1990. Shareholdings in Swedbank*: Own and closely related parties: 2 812 A shares. Education: LL.M. Note: Head of Communications as of 1 January.

Group Chief Risk Officer (CRO) Born 1966. Employed since 2010. Shareholdings in Swedbank*: 1 000 A shares Education: B.Sc. Business and Economics.

AndersKarlsson Lena Smeby-Udesen JohanSmedman

Head of Western Region Born 1961. Employed since 2012. Shareholdings in Swedbank*: 0 A shares Education: B.Sc. Business and Economics.

Head of Central Region Born 1964. Employed since 2009 Shareholdings in Swedbank*: 0 A shares Education: B.Sc. Business and Economics. Note: Head of Savings Banks Business as of 1 January 2014.

61

Proposed disposition of earnings and statement of the Board of Directors

In accordance with the balance sheet of Swedbank AB, SEK 33 511m is at the disposal of the Annual General Meeting:

The Board of Directors recommends that the earnings be disposed as follows (SEKm):

A cash dividend of SEK 10.10 per ordinary share 11 100
To be carried forward to next year 22 411
Total disposed 33 511

The proposal is based on all ordinary and preference shares outstanding as of 31 December 2013. The proposal could be changed in the event of additional share repurchases or if treasury shares are sold before the record day.

Unrealised changes in the value of assets and liabilities at fair value have had a net effect on equity of SEK 1 216m.

The proposed record day for the dividend is 24 March 2014. The last day for trading in Swedbank's shares including the right to the dividend is 19 March 2014. If the Annual General Meeting adopts the Board's proposal, the dividend is expected to be paid by Euroclear on 27 March 2014. The financial companies group's capital base surpassed the statutory capital requirement as of year-end by SEK 27 921m. Surplus capital in Swedbank AB amounted to SEK 36 917m.

The business conducted in the parent company and the Group involves no risks beyond what occur and are assumed to occur in the industry or the risks which are associated with conducting business activities. The Board of Directors has considered the parent company's and the Group's need for consolidation by a comprehensive assessment of the parent company's and the Group's financial position and the parent company's and the Group's ability to meet its obligations. The assessment has also been done based on currently expected future changes in regulations. The financial position of the parent company and the Group does not give rise to any other assessment than that the parent company and the Group can continue their business and that the parent company and the Group can be expected to meet their liabilities both in the short and long-term perspective as well as having the ability to make the investments deemed necessary. It is the assessment of the Board of Directors that the size of the equity, even after the proposed dividend, is reasonable in proportion to the scope of the parent company's and the Group's business and the risks associated with conducting the business.

It is the assessment of the Board of Directors that the proposed dividend is justifiable considering the demands with respect to the size of the parent company's and the Group's equity which are imposed by the nature, scope and risks associated with the parent company's and the Group's business, and the parent company's and the group's need to strengthen their

balance sheets, liquidity and financial positions in general. and the Group's need to strengthen their balance sheets, liquidity and financial positions in general.

Financial statements and notes – Group

Income statement

Statement of comprehensive income

Initial notes

69 Note G1 Corporate information
69 Note G2 Accounting policies
78 Note G3 Risks
78 Credit risks
86 Assets taken over for protection of claims
and cancelled leases
88 Liquidity risk
93 Market risk
94 Interest rate risk
95 Currency risk
96 Share price risk
96 Trading operations
97 Operational risks
97 Insurance risks
98 Note G4 Capital
98 Internal capital assessment
100 Capital adequacy analysis
102 Note G5 Operating segments
104 Note G6 Products
105 Note G7 Geographical distribution

Income statement

107 Note G8 Net interest income
108 Note G9 Net commissions
108 Note G10 Net gains and losses on financial items at fair value
109 Note G11 Net insurance
109 Note G12 Other income
109 Note G13 Staff costs
115 Note G14 Other general administrative expenses
115 Note G15 Depreciation/amortisation of tangible and
intangible fixed assets
115 Note G16 Impairments of tangible assets including
repossessed lease assets
115 Note G17 Credit impairments
115 Note G18 Tax
118 Note G19 Earnings per share

Statement of comprehensive income

Note G20 Tax for each component in other comprehensive income

Balance sheet Note G21 Treasury bills and other bills eligible for refinancing with central banks, etc. Note G22 Loans to credit institutions Note G23 Loans to the public Note G24 Bonds and other interest-bearing securities Note G25 Financial assets for which the customers bear the investment risk Note G26 Shares and participating interests Note G27 Investments in associates Note G28 Derivatives Note G29 Intangible fixed assets Note G30 Tangible assets Note G31 Investment properties Note G32 Other assets Note G33 Prepaid expenses and accrued income Note G34 Amounts owed to credit institutions Note G35 Deposits and borrowings from the public Note G36 Financial liabilities for which the customers bear the investment risk Note G37 Debt securities in issue Note G38 Short positions in securities Note G39 Pension provisions Note G40 Insurance provisions Note G41 Other liabilities and provisions Note G42 Accrued expenses and prepaid income Note G43 Subordinated liabilities Note G44 Equity Note G45 Fair value of financial instruments Note G46 Reclassification of financial assets Note G47 Financial assets and liabilities which have been offset or are subject to netting agreements or similar agreements

Statement of cash flow

Note G48 Specification of adjustments for non-cash items in operating activities

Other notes

138 Note G49 Dividend paid and proposed
138 Note G50 Assets pledged, contingent liabilities and commitments
139 Note G51 Transferred financial assets
139 Note G52 Operational leasing
140 Note G53 Business combinations
140 Note G54 Change in ownership interest in subsidiary
141 Note G55 Discontinued operations
142 Note G56 Related parties and other significant relationships
142 Note G57 Sensitivity analysis
148 Note G58 Events after 31 December 2013
149 Note G59 Effects of changes in accounting policies

Income statement, Group

SEKm Note 2013 2012
Interest income 43 968 50 503
Interest expenses –21 939 –30 142
Net interest income G8 22 029 20 361
Commission income 14 692 13 656
Commission expenses –4 560 –4 042
Net commissions G9 10 132 9 614
Net gains and losses on financial items at fair value G10 1 484 3 073
Insurance premiums 1 714 1 802
Insurance provisions –1 067 –1 207
Net insurance G11 647 595
Share of profit or loss of associates G27 852 798
Other income G12 1 794 1 827
Total income 36 938 36 268
Staff costs G13 9 651 9 238
Other general administrative expenses G14 6 258 6 470
Total general administrative expenses 15 909 15 708
Depreciation/amortisation of tangible
and intangible fixed assets G15 739 852
Total expenses 16 648 16 560
Profit before impairments 20 290 19 708
Impairments of intangible assets G29 182 20
Impairments of tangible assets G16 693 407
Credit impairments G17 60 –185
Operating profit 19 355 19 466
Tax expense G18 4 099 4 157
Profit for the year from continuing operations 15 256 15 309
Profit for the year from discontinued operations, after tax G55 –2 340 –997
Profit for the year 12 916 14 312
Profit for the year attributable to:
Shareholders of Swedbank AB 12 901 14 304
Profit for the year from continuing operations 15 241 15 298
Profit for the year from discontinued operations G55 –2 340 –994
Non-controlling interests 15 8
Profit for the year from continuing operations 15 11
Profit for the year from discontinued operations –3
SEK
Earnings per share, total operations G19 10.19 12.12
after dilution G19 10.11 12.07
Earnings per share, continued operations G19 12.32 13.02
after dilution G19 12.22 12.97
Earnings per share, discontinuing operations G19 –2.13 –0.91
after dilution G19 –2.13 –0.91

The operations in Ukraine were sold in 2013. When foreign operations are divested, the exchange rate differences that have arisen during the holding period are reclassified from the statement of comprehensive income to profit or loss in connection with the translation of the foreign operations to SEK. The income statement line Profit for the

year from discontinued operations, after tax, was charged with an expense of SEK 1 875m in 2013. Corresponding income is recognised in the statement of comprehensive income.

Statement of comprehensive income, Group

SEKm Note 2013 2012
Profit for the period reported via income statement 12 916 14 312
Items that will not be reclassified to the income statement
Remeasurements of defined benefit pension plans G39 2 264 –1 653
Share related to associates 12 –43
Income tax G20 –500 374
Total 1776 –1322
Items that may be reclassified to the income statement
Exchange differences, foreign operations
Gains/losses arising during the period 1 258 –1 480
Reclassification adjustments to income statement, profit for the year from discontinued operation 1 875
Hedging of net investments in foreign operations:
Gains/losses arising during the period –910 1 050
Cash flow hedges:
Gains/losses arising during the period –210 –614
Reclassification adjustments to income statement,net interest income 83 193
Share of other comprehensive income of associates:
Exchange differences, foreign operations –117 21
Cash flow hedges 2
Income tax G20 230 –74
Total 2 211 –904
Other comprehensive income for the period, net of tax 3 987 –2 226
Total comprehensive income for the period 16 903 12 086
Total comprehensive income for the year attributable to:
Shareholders of Swedbank AB
16 887 12 078
Non-controlling interests 16 8

Balance sheet, Group

SEKm Note 2013 2012 1/1/2012
Assets
Cash and balances with central banks 59 382 130 058 164 307
Treasury bills and other bills eligible for refinancing with central banks, etc. G21 56 814 20 483 25 853
Loans to credit institutions G22 82 278 85 480 97 195
Loans to the public G23 1 264 910 1 238 864 1 211 454
Value change of interest hedged item in portfolio hedge 62
Bonds and other interest-bearing securities G24 125 585 115 324 112 458
Financial assets for which the customers bear the investment risk G25 119 448 104 194 95 747
Shares and participating interests G26 7 109 8 106 2 015
Investments in associates G27 3 640 3 552 3 066
Derivatives G28 64 352 102 265 103 726
Intangible fixed assets G29 13 658 13 440 13 799
Investment properties G31 685 2 393 3 910
Tangible assets G30 3 140 4 638 4 383
Current tax assets 895 1 082 2 083
Deferred tax assets G18 417 657 872
Other assets G32 9 578 8 380 7 531
Prepaid expenses and accrued income G33 6 992 7 736 8 371
Group of assets classified as held for sale G55 1 862 208 250
Total assets 1 820 807 1 846 860 1 857 020
Liabilities and equity
Liabilities
Amounts owed to credit institutions G34 121 621 122 202 139 598
Deposits and borrowings from the public G35 620 853 579 663 561 696
Financial liabilities for which the customers bear the investment risk G36 120 577 105 104 96 449
Debt securites in issue G37 727 706 767 454 781 458
Short positions securities G38 17 519 18 229 30 603
Derivatives G28 55 011 92 141 90 484
Current tax liabilities 1 893 1 378 472
Deferred tax liabilities G18 2 383 2 641 2 633
Pension provisions G39 2 925 5 235 3 649
Insurance provisions G40 1 645 1 649 1 878
Other liabilities and provisions G41 14 397 16 813 13 309
Accrued expenses and prepaid income G42 14 194 16 782 18 612
Subordinated liabilities G43 10 159 14 307 19 531
Liabilities directly associated with group of assets classified as held for sale G55 219 76 97
Total liabilities 1 711 102 1 743 674 1 760 469
Equity G44
Non-controlling interests 165 154 140
Equity attributable to shareholders of the parent company 109 540 103 032 96 411
Total equity 109 705 103 186 96 551
Total liabilities and equity 1 820 807 1 846 860 1 857 020

Statement of changes in equity, Group

Non
controlling
interests
Total
equity
SEKm Share
capital
Other
contributed
equity*
Exchange
differences,
subsidiaries
and associ
ates
Hedg
ing of net
investments
in foreign
operations
Cash flow
hedges
Retained
earnings
Total
Closing balance 31 December 2011 24 383 17 187 –2 389 136 268 58 408 97 993 140 98 133
Change in accounting policy regarding defined benefit pen
sion plans according to IAS 19
–1 582 –1 582 –1 582
Opening balance 1 January 2012 24 383 17 187 –2 389 136 268 56 826 96 411 140 96 551
Dividends –5 825 –5 825 –6 –5 831
Decrease in share capital –611 611
Bonus issue 1 132 –1 132
Reversal of VAT costs incurred on rights issues in 2008
and 2009
88 88 88
Share based payments to employees 314 314 314
Deferred tax related to share based payments to employees 19 19 19
Associates' acquisitions of shares in Swedbank AB –54 –54 –54
Changes in ownership interest in subsidiary 1 1 –2 –1
Business disposals –2 –2
Contribution 16 16
Total comprehensive income for the year –1 459 865 –310 12 982 12 078 8 12 086
of which reported through profit or loss 14 304 14 304 8 14 312
of which reported through other comprehensive income,
before tax
–1 459 1 050 –421 –1 696 –2 526 –2 526
of which reported through other comprehensive income –185 111 374 300 300
Closing balance 31 December 2012 24 904 17 275 –3 848 1 001 –42 63 742 103 032 154 103 186
Opening balance 1 January 2013 24 904 17 275 –3 848 1 001 –42 63 742 103 032 154 103 186
Dividends –10 880 –10 880 –5 –10 885
Share based payments to employees 418 418 418
Deferred tax related with share based payments to
employees
83 83 83
Associates' acquisition of shares in Swedbank AB –14 –14 –14
Associates' disposal of shares in Swedbank AB 14 14 14
Total comprehensive income for the year 3 015 –708 –97 14 677 16 887 16 16 903
of which reported through profit or loss 1 875 83 12 901 14 859 15 14 874
of which reported through other comprehensive income,
before tax
1 140 –910 –208 2 276 2 298 1 2 299
of which tax reported through other comprehensive
income
202 28 –500 –270 –270
Closing balance 31 December 2013 24 904 17 275 –833 293 –139 68 040 109 540 165 109 705

* Other contributed equity consists mainly of share premiums.

Statement of cash flow, Group

SEKm
Note
2013 2012
Operating activities
Operating profit 19 355 19 466
Profit for the period from discontinuing operations –2 340 –997
Adjustments for non-cash items in operating activities
G48
–500 –460
Taxes paid –2 961 –3 202
Increase/decrease in loans to credit institution 2 597 10 760
Increase/decrease in loans to the public –28 775 –32 215
Increase/decrease in holdings of securities for trading –46 814 –6 334
Increase/decrease in deposits and borrowings from the public including retail bonds 38 016 21 504
Increase/decrease in amounts owed to credit institutions –1 811 –15 011
Increase/decrease in other assets 32 732 610
Increase/decrease in other liabilities –35 849 –2 202
Cash flow from operating activities –26 350 –8 081
Investing activities
Business combinations –254 –6
Business disposals 119 2
Acquisitions of and contributions to associates –4 –30
Acquisition of other fixed assets and strategic financial assets –835 –1 842
Disposals of/matured other fixed assets and strategic financial assets 2 482 3 796
Cash flow from investing activities 1 508 1 920
Financing activities
Issuance of interest-bearing securities 103 085 142 962
Redemption of interest-bearing securities –126 236 –155 970
Issuance of certificates etc.
Redemption of certificates etc.
493 982
–506 627
485 486
–494 412
Dividends paid –10 885 –5 831
Change in ownership interest in subsidiary –1
Contribution 16
Cash flow from financing activities –46 681 –27 750
Cash flow for the year –71 523 –33 911
Cash and cash equivalents at the beginning of the year 130 058 164 307
Cash flow for the year –71 523 –33 911
Exchange rate differences on cash and cash equivalents 807 –338
Cash and cash equivalents in acquired companies 41
Cash and cash equivalents at end of the year 59 383 130 058

Comments on the consolidated cash flow statement

The cash flow statement shows receipts and payments during the year as well as cash and cash equivalents at the beginning and end of the year. The cash flow statement is reported using the indirect method and is divided into payments from operating activities, investing activities and financing activities.

Operating activities

Cash flow from operating activities is based on operating profit for the year. Adjustments are made for items not included in cash flow from operating activities. Changes in assets and liabilities from operating activities consist of items which are part of normal business activities, such as loans to and deposits and borrowings from the public and credit institutions, and which are not attributable to investing and financing activities. Cash flow includes interest receipts of SEK 44 346m (53 619) and interest payments of SEK 19 510m (30 198). Capitalised interest is included.

Investing activities

Investing activities consist of purchases and sales of businesses and other fixed assets such as owner-occupied properties, investment properties and equipment, and strategic financial assets. The latter refer to holdings of interest-bearing securities held to maturity and strategic shareholdings in companies other than subsidiaries and associates. In 2013 other tangible assets were acquired for SEK 835m (1 842). Holdings of maturing bonds amounted to SEK 371m (1 106).

Svensk Fastighetsförmedling AB was acquired in 2013 for SEK 254m through the subsidiary Swedbank Franchise AB.

In addition, capital contributions were paid to Getswish AB of SEK 4m. In 2013 the Estonian associate AS Arealis was sold for SEK 119m. In 2012 a Latvian insurance company, Hipolizings SIA, was acquired for SEK 6m through the Latvian leasing company Swedbank Lizings SIA. Also, Rosengård Invest AB and Bankernas Automatbolag AB received capital contributions of SEK 2m and SEK 28m, respectively. In 2012 FNAM AS, a subsidiary of the Norwegian company First Securities, was sold for SEK 1m and Kragerö Restort AS, a subsidiary of Ektornet AB, was sold for SEK 1m.

Financing activities

In 2012 the company ATM Holding was established together with the independent savings banks. The independent savings banks own 30% of the company. ATM Holding has acquired Swedbank AB's shareholding in Bankernas Automatbolag AB. Moreover, ATM Holding was recapitalised by the owners. As a result, a contribution of SEK 16m and a change in ownership in subsidiaries of SEK 1m have been recognised. Furthermore, Swedbank Försäkring AB has increased its interest in Aktiv Försäkringsadministration i Stockholm AB from 51% to 91%. The purchase price paid amounts to SEK 2m..

Cash and cash equivalents

Cash and cash equivalents consist of cash and balances with central banks, which correspond to the balance sheet item Cash and balances with central banks. Cash and cash equivalents in the statement of cash flow are defined according to IAS 7 and do not correspond to what the Group considers liquidity.

Notes

All amounts in the notes are in millions of Swedish kronor (SEKm) and represent carrying amounts unless indicated otherwise. Figures in parentheses refer to the previous year.

G1 Corporate information

The consolidated financial statements and the annual report for Swedbank AB (publ) for the financial year 2013 were approved by the Board of Directors and the CEO for publication on 14 February 2014. The parent company, Swedbank AB, maintains its registered office in Stockholm at the following address: Brunkebergstorg 8, SE-105 34 Stockholm, Sweden. The company's share is traded on the NASDAQ OMX Nordic Exchange in Stockholm in the Nordic Large Cap segment. The Group offers financial services and products in its home markets of Sweden, Estonia, Latvia and Lithuania. The operations are described more extensively in the Board of Directors' report.

The consolidated financial statements and the annual report will ultimately be adopted by the parent company's Annual General Meeting on 19 March 2014.

G2 Accounting policies

CONTENTS

1 BASIS OF ACCOUNTING 69
2 CHANGES IN ACCOUNTING POLICIES 69
3 SIGNIFICANT ACCOUNTING POLICIES 70
3.1 Presentation of financial statements (IAS 1) 70
3.2 Consolidated financial statements (IFRS 3, IAS 27) 70
3.3 Assets and liabilities in foreign currency (IAS 21) 70
3.4 Financial instruments (IAS 32, IAS 39) 70
3.5 Financial instruments, recognition (IAS 39) 71
3.6 Leases (IAS 17) 72
3.7 Investment in associates (IAS 28) 72
3.8 Joint ventures (IAS 31) 73
3.9 Intangible assets (IAS 38) 73
3.10 Investment properties (IAS 40) 73
3.11 Tangible assets (IAS 2, 16) 73
3.12 Borrowing costs (IAS 23) 73
3.13 Provisions (IAS 37) 73
3.14 Pensions (IAS 19) 73
3.15 Insurance contracts (IFRS 4) 73
3.16 Revenues (IAS 18) 73
3.17 Share-based payment (IFRS 2) 73
3.18 Impairment (IAS 36) 74
3.19 Tax (IAS 12) 74
3.20 Non-current assets held for sale and discontinued
operations (IFRS 5)
74
3.21 Cash and cash equivalents (IAS 7) 74
3.22 Operating segments (IFRS 8) 74
4 NEW STANDARDS AND INTERPRETATIONS 74
5 CRITICAL ACCOUNTING JUDGMENTS AND ESTIMATES 75
5.1 Judgments 75
5.2 Estimates 76

1 BASIS OF ACCOUNTING

The financial reports and the consolidated financial statements are prepared in accordance with the International Financial Reporting Standards (IFRS) as adopted by the EU and interpretations of them. The standards are issued by the International Accounting Standards Board (IASB) and the interpretations by the IFRS Interpretations Committee. The standards and interpretations become mandatory for listed companies' consolidated financial statements concurrently with their approval by the EU. Complete financial reports refer to:

  • balance sheet as at the end of the period,
  • statement of comprehensive income for the period,
  • statement of changes in equity for the period,
  • cash flow statement for the period, and
  • notes, comprising a summary of significant accounting policies and other explanatory information.

The consolidated financial statements also apply the Swedish Financial Reporting Board's recommendation RFR 1 Complementary accounting rules for groups and pronouncements, certain complementary rules in the Annual Accounts Act for Credit Institutions and Securities Companies and the regulations and general advice of the Swedish Financial Supervisory Authority, FFFS 2008:25.

The financial statements are based on the historical cost basis. Subsequent measurements of financial instruments are mainly made at fair value. The carrying amounts of financial assets and liabilities subject to hedge accounting at fair value have been adjusted for changes in fair value attributable to the hedged risk. The financial statements are presented in Swedish kronor and all figures are rounded to millions of kronor (SEK m) unless indicated otherwise.

2 CHANGES IN ACCOUNTING POLICIES

The following changes are applied in the financial reports.

Employee benefits (amendment to IAS 19)

The amended version of IAS 19 applies as of 2013. This also means that the pronouncement UFR 4 from the Swedish Financial Reporting Board on accounting for the special employer's contribution and tax on returns no longer applies. Instead, amended IAS 19 describes how taxes are recognised on retirement benefits. The Financial Reporting Board's pronouncement UFR 9 Accounting for tax on returns applies as well to tax on returns. The application of amended IAS 19 eliminates the so-called corridor approach in the recognition of defined benefit pensions. Actuarial gains and losses for the pension are instead recognised directly when they arise in other comprehensive income as a revaluation of defined benefit pension plans. Revaluations recognised in other comprehensive income may not be reversed to profit and loss in subsequent periods. Assumptions about the expected return on plan assets are no longer used in the calculation of the pension expense recognised in the income statement. Instead, net interest is calculated with the same interest rate used in the calculation of the interest expense for the pension liability. The difference between the estimated net interest and the actual return of the plan assets is immediately recognised in other comprehensive income as a revaluation of defined benefit pension plans. Comparative figures have been restated for 2012, which means that the opening equity balance as of 1 January 2012 has been adjusted due to the amended accounting policies. The amended policies have also led to adjustments in the recognised values of equity shares in associates. In total, the amended accounting policies reduced the opening equity balance by SEK 1 582m as of 1 January 2012. The effect is recognised separately in the statement of changes in equity. Other changes between previously reported amounts and new comparative figures are recognised in note G59 Effects of amended accounting policies.

Presentation of financial statements (amendment to IAS 1) As of 2013 the statement of comprehensive income is divided into two parts: components that will not be reclassified to profit or loss and components that have been or will be reclassified to profit or loss.

Financial instruments: disclosures (amendment to IFRS 7) As of 2013 disclosures are required about financial assets and financial liabilities which are offset in the balance sheet or are subject to various legally binding netting arrangements or other similar risk-reducing agreements. See note G59.

Fair value measurement (IFRS 13)

The new IFRS 13 standard replaces the guidance on fair value measurement which had been found in each IFRS standard. The standard defines how fair value is determined

NOTES, GROUP

Other IFRS changes

No new or amended IFRS and interpretations besides those above have been applied or had a significant effect on the Group's financial position, results or disclosures.

Value change of interest hedged item in portfolio hedge

As of the first quarter 2013 fair values are hedged for interest rate exposure in any portfolio with financial assets where the hedged portion is identified as a single amount rather than as individual assets. Because the hedge relates to a portfolio rather than individual balance sheet items, the change in the value of the hedged items is recognised on a separate line in the balance sheet as Value change of interest hedged item in portfolio hedge. Portfolio hedges are otherwise recognised in the same way as individual balance sheet items that are recognised as hedges at fair value.

Trading-related interest income and interest expenses

As of 2013 interest income and interest expenses from financial instruments held for trading within the Large Corporates & Institutions ("LC&I") together with related interests are reported as Net gains and losses on financial items at fair value. Comparative figures have been restated. See note G59 Effects of changes in accounting policies.

Commission income and commission expenses

As of 2013 a revised distribution is applied between commission income and commission expenses, asset management commissions, related to compensation for mutual fund sales. Comparative figures have been restated. See note G59 Effects of changes in accounting policies.

Operating segments

The operating segments have changed as of 2013. The changes follow the organisational changes that have been made in the Group's business area organisation.

3 SIGNIFICANT ACCOUNTING POLICIES

3.1 Presentation of financial statements (IAS 1)

Financial statements provide a structured representation of a company's financial position and financial results. The purpose is to provide information on the company's financial position, financial results and cash flows useful in connection with financial decisions. The financial statements also indicate the results of management's administration of the resources entrusted to them. Complete financial statements consist of a balance sheet, statement of comprehensive income, statement of changes in equity, cash flow statement and notes. Swedbank presents the statement of comprehensive income in the form of two statements. A separate income statement contains all revenue and expense items in profit provided that a special IFRS does not require or allow otherwise. Such other revenue and expense items are recognised in other comprehensive income. The statement of comprehensive income contains the profit recognised in the income statement as well as the components included in other comprehensive income.

3.2 Consolidated financial statements (IFRS 3, IAS 27)

The consolidated financial statements comprise the parent company and those entities (including special purpose vehicles) in which the parent company has control i.e. the power to govern a company's financial and operating strategies to obtain economic benefits. These entities, subsidiaries, are included in the consolidated financial statements in accordance with the acquisition method from the day that control is obtained and are excluded from the day that control ceases. According to the acquisition method, the acquired unit's identifiable assets, liabilities and contingent liabilities that satisfy the recognition criteria are recognised and measured at fair value upon acquisition. The surplus between the cost of the business combination, transferred consideration measured at fair value on the acquisition date, and the fair value of the acquired share of identifiable assets, liabilities and reported contingent liabilities is recognised as goodwill. If the amount is less than the fair value of the acquired company's net assets, the difference is recognised directly in the income statement. The transferred consideration (purchase price) includes the fair value of transferred assets, liabilities and shares which, in applicable cases, have been issued by the Group as well as the fair value of all assets or liabilities that are the result of an agreement on contingent consideration. Acquisition-related costs are recognised when they arise. For each acquisition, the Group determines whether all non-controlling holdings in the acquired company should be recognised at fair value or at the holding's proportionate share of the acquired subsidiary's net assets. A subsidiary's contribution to equity includes only the equity that arises between acquisition and disposal. All intra-Group

transactions and intra-Group gains are eliminated. Transactions with non-controlling owners are recognised as equity transactions with the Group's shareholders in their capacity as owners. In the case of acquisitions of interests from non-controlling owners, the difference between the price paid for the interests and the acquired share of the carrying amount of the subsidiary's net assets is recognised in equity attributable to the parent company's shareholders as retained earnings. The carrying amounts of holdings with and without control are adjusted to reflect the changes in their relative holdings. Gains and losses on the sale of interests to non-controlling owners are also recognised in equity. If, following a sale of its interests, the Group no longer has control, its remaining holding is remeasured at fair value and the change is recognised in its entirety in the income statement. This fair value subsequently serves as the cost of the remaining holding in the former subsidiary for reporting purposes. All amounts related to the divested unit that were previously recognised in other comprehensive income are recognised as if the Group directly divested the related assets or liabilities, due to which amounts previously recognised in other comprehensive income may be reclassified as profit or loss. If the interest in an associate is reduced but a significant influence is retained, only a proportionate share of the amount previously recognised in other comprehensive income is reclassified as profit or loss.

3.3 Assets and liabilities in foreign currency (IAS 21)

The consolidated financial statements are presented in SEK, which is also the parent company's functional currency and presentation currency. Functional currency refers to the main currency used in an entity's cash flows. Each entity within the Group determines its own functional currency according to its primary economic environment. Transactions in a currency other than the functional currency (foreign currency) are initially recorded at the exchange rate prevailing at the transaction day. Monetary assets and liabilities in foreign currency and non-monetary assets in foreign currency measured at fair value are translated at the rates prevailing at the closing day. Outstanding forward exchange contracts are translated at closing day forward rates. Holdings of foreign bank notes are translated at the buying rates for the notes as of the closing day. All gains and losses on the translation of monetary items, including the currency component in forward exchange contracts, and non-monetary items measured at fair value are recognised in the income statement as changes in exchange rates in net gains and losses on financial items at fair value. Assets and liabilities in subsidiaries and associates with a functional currency other than SEK are translated to the presentation currency at the closing day exchange rate. The income statement is translated at the exchange rate for each transaction. For practical purposes, the average rate for the period is generally used. Exchange rate differences that arise are recognised in other comprehensive income. As a result, exchange rate differences attributable to currency hedges of investments in foreign operations are also taken to other comprehensive income, taking into account deferred tax. This is applied when the requirements for hedge accounting are met. Ineffectiveness in hedges is recognised directly in the income statement in net gains and losses on financial items at fair value. When subsidiaries and associates are divested, cumulative translation differences and exchange rate differences are recognised in the income statement.

3.4 Financial instruments (IAS 32, IAS 39)

The large part of the Group's balance sheet items refers to financial instruments. A financial instrument is any form of agreement which gives rise to a financial asset in one company and a financial liability or equity instrument in another. Cash is an example of a financial asset, while financial liabilities might include an agreement to pay or receive cash or other financial assets. Financial instruments are classified on various lines of the balance sheet such as loans to the public or credit institutions depending on the counterparty. If the financial instrument does not have a specific counterparty or when it is listed on the market, it is classified on the balance sheet among various types of securities. Financial liabilities where the creditor has a lower priority than others are classified on the balance sheet as Subordinated liabilities. A derivative is a financial instrument that is distinguished by the fact that its value changes, for example, due to exchange rates, interest rates or share prices, at the same time that little or no initial net investment is required. The agreement is settled on a future date. Derivatives are reported on separate lines of the balance sheet, either as assets or liabilities depending on whether the contract has a positive or negative fair value. Contractually accrued interest is recognised among prepaid or accrued income or expenses in the balance sheet. Financial assets are recognised on the balance sheet on the trade day when an acquisition agreement has been entered into, with the exception of loans and receivables, which are recognised on the settlement day. Financial assets are derecognised when the right to obtain the cash flows from a financial instrument has expired or essentially been transferred to another party. Financial liabilities are removed from the balance sheet when the obligation in the agreement has been discharged, cancelled or expired.

Embedded derivatives

An embedded derivative is a component of a hybrid instrument that includes a nonderivative host contract, with the effect that some of the cash flows varies in a way similar to a stand-alone derivative. An embedded derivative is separate from the host

contract and is recognised separately among derivatives on the balance sheet when its financial features are not closely related to the host contract's, provided that the combined financial instrument is not recognised at fair value in the income statement.

Repos

A genuine repurchase transaction (repo) is defined as a contract where the parties have agreed on the sale of securities and the subsequent repurchase of corresponding assets at a predetermined price. In a repo, the sold security remains on the balance sheet, since the Group is exposed to the risk that the security will fluctuate in value before the repo expires. The payment received is recognised as a financial liability on the balance sheet based on who the counterparty is. Sold securities are also recognised as a pledged asset. The proceeds received for acquired securities, so-called reverse repos, are recognised on the balance sheet as a loan to the selling party.

Securities loans

Securities that have been lent out remain on the balance sheet, since the Group remains exposed to the risk that they will fluctuate in value. Securities that have been lent out are recognised on the trade day as assets pledged, while borrowed securities are not reported as assets. Securities that are lent out are carried in the same way as other security holdings of the same type. In cases where the borrowed securities are sold i.e. short-selling, an amount corresponding to the fair value of the securities is recognised in Other liabilities on the balance sheet.

Offsetting

Financial assets and financial liabilities are offset and recognised net in the balance sheet if there is a legal right of set-off both in the normal course of business and in the event of bankruptcy, and if the intent is to settle the items with a net amount or simultaneously realise the asset and settle the liability.

3.5 Financial instruments, recognition (IAS 39)

The Group's financial instruments are divided into the following valuation categories: • financial instruments at fair value through profit or loss,

  • loans and receivables,
  • held-to-maturity investments, and
  • other financial liabilities.

Financial assets

A few individual holdings of insignificant value have been categorised as availablefor-sale financial assets in the valuation category available-for-sale. All financial instruments are initially recognised at fair value. The best evidence for fair value at initial recognition is the transaction price. for financial instruments that subsequently are not measured at fair value through profit or loss, supplementary entries are also made for additions or deductions of direct transaction expenses to acquire or issue the financial instrument. Subsequent measurements depend on the valuation category to which the financial instrument is attributed. notes to items in the balance sheet with financial instruments indicate how the carrying amount is divided between valuation categories. The categorisation is shown in the table below.

Valuation category, fair value through profit or loss

Financial instruments at fair value through profit or loss comprise instruments held for trading and all derivatives, excluding those designated for hedge accounting. Financial instruments held for trading have been acquired for the purpose of selling or repurchasing in the near term or are part of a portfolio for which there is evidence of a pattern of short-term profit-taking. In the notes to the balance sheet, these financial instruments are classified at fair value through profit or loss, trading. This category also includes other financial instruments that upon initial recognition have irrevocably been designated as at fair value, the so-called fair value option. The option to irrevocably measure financial instruments at fair value is used in the Group for individual portfolios of loans, securities in issue and deposits, when they together with derivatives essentially eliminate the portfolio's aggregate interest rate risk. Typically these financial instruments have a fixed contractual interest rate. The option is used to eliminate the accounting volatility that would otherwise arise because different measurement principles are normally used for derivatives and other financial instruments. Financial liabilities in insurance operations, where the customer bears the investment risk, are categorised in the same way when corresponding assets are also measured at fair value. The Group has chosen to categorise holdings of shares and participating interests that are not associates or intended for trading at fair value through profit or loss, since they are managed and evaluated based on fair value. In the notes to the balance sheet, these financial instruments are classified at fair value through profit or loss, other. The fair value of financial instruments is determined based on quoted prices on active markets. When such market prices are not available,

Valuation categories instruments Hedging Fair value through profit or loss Loans and
receivables
Held to maturity Total
SEKbn Derivatives Trading Other
2013 2012 2013 2012 2013 2012 2013 2012 2013 2012 2013 2012
Cash and balances with central banks 59 130 59 130
Treasury bills and other bills eligible for refinancing with
central banks
56 20 1 1 57 21
Loans to credit institutions 8 16 74 69 82 85
Loans to the public 48 48 323 441 894 750 1 265 1 239
Bonds and other interest-bearing securities 125 114 1 2 126 116
Financial assets for which customers bear the invest
ment risk
120 104 120 104
Shares and participating interests 7 8 7 8
Derivatives 15 24 49 78 64 102
Other financial assets 15 15 15 15
Total 15 24 293 284 443 545 1 042 964 2 3 1 795 1 820

Financial liabilities

Valuation categories Hedging
instruments
Fair value through profit or loss Other financial
liabilities
Total
SEKbn Derivatives Trading Other
2013 2012 2013 2012 2013 2012 2013 2012 2013 2012
Amounts owed to credit institutions 8 9 114 113 122 122
Deposits and borrowings from the public 22 22 2 25 597 533 621 580
Financial liabilities for which customers bear the invest
ment risk
120 105 120 105
Debt securites in issue 14 24 42 49 672 694 728 767
Short position securities 17 18 17 18
Derivatives 5 5 50 87 55 92
Subordinated liabilities 10 14 10 14
Other financial liabilities 25 30 25 30
Total 5 5 111 160 164 179 1 418 1 384 1 698 1 728

generally accepted valuation models such as discounting of future cash flows are used. The valuation models are based on observable market data, such as quoted prices on active markets for similar instruments or quoted prices for identical instruments on inactive markets. Differences that arise at initial recognition between transaction price and fair value according to a valuation model, so called day 1-profits or losses, are recognised in the income statement only when the valuation model entirely has been based on observable market data. in all other cases the difference is amortised during the financial instrument's remaining maturity. For loans measured at fair value where observable market data on the credit margin are not available at the time of measurement, the credit margin for the most recent transaction with the same counterparty is used. Changes in value are recognised through profit or loss in net gains and losses on financial items at fair value. For financial instruments in trading operations, the Group's profit or loss item also includes share dividends. Changes in value owing to changes in exchange rates are recognised as changes in exchange rates in the same profit or loss item. Changes in the value of financial liabilities owing to changes in the Group's credit worthiness are also recognised separately when they arise. Decreases in value attributable to debtor insolvency are attributed to credit impairments.

Valuation category, loans and receivables

Loans to credit institutions and the public, categorised as loans and receivables, are recognised on the balance sheet on the settlement day. These loans are measured at amortised cost as long as there is no objective evidence indicating that a loan or Group of loans is impaired. Loans are initially recognised at cost, which consists of the loan amount paid out less fees received and any costs that constitute an integral part of the return. The interest rate that produces the loan's cost as a result of the calculation of the present value of future payments is considered the effective interest rate. The loan's amortised cost is calculated by discounting the remaining future payments by the effective interest rate. Interest income includes interest payments received and the change in the loan's amortised cost during the period, which produces a consistent return. On the closing day, it is determined whether there is objective evidence to indicate an impairment need for a loan or Group of loans. If, after the loan is initially recognised, one or more events have occurred that negatively impact estimated future cash flows, and the impact can be estimated reliably, impairment is made. The impairment is calculated as the difference between the loan's carrying amount and the present value of estimated future cash flows discounted by the loan's original effective interest rate. The Group determines first whether there is objective evidence for impairment of each individual loan. Loans for which such evidence is lacking are included in portfolios with similar credit risk characteristics. These portfolios are subsequently measured collectively in the event objective evidence of impairment exists. Any impairment is then calculated for the portfolio as a whole. Homogenous groups of loans with limited value and similar credit risk that have been individually identified as having objective evidence of impairment are measured individually based on the loss risk in the portfolio as a whole. If the impairment decreases in subsequent periods, previously recognised impairment losses are reversed. Loans are never recognised at a value higher than what the amortised cost would have been if the write-down had not occurred, however. Loan impairments are recognised through profit or loss as credit impairments. This is done either as provisions for individually impaired loans, portfolio provisions or write-offs of impaired loans. Write-offs are recognised within credit impairments before utilisation of any previous provisions. Provisions utilised in connection with write-offs are recognised on a separate line within credit impairments. Writeoffs are recognised when the amount of the loss is ultimately determined. Repayments of write-offs and recovery of provisions are recognised within credit impairments. The carrying amount of loans is amortised cost less write-offs and provisions. Individual provisions and portfolio provisions are recognised in the special provision account in the balance sheet, while write-offs reduce outstanding loans. Provisions for assumed losses on guarantees and other contingent liabilities are recognised on the liability side. Impaired loans are those for which it is likely that payment will not be received in accordance with the contract terms. A loan is not impaired if there is collateral that covers the principal, unpaid interest and any late fees by a satisfactory margin. .

Valuation category, held-to-maturity

Certain financial assets acquired to hold to maturity have been categorised as held-tomaturity investments. They have fixed maturities, are not derivatives and are quoted on an active market. These investments are initially recognised on their trade day at cost and subsequently at amortised cost less any impairment. Measurements are made in the same way as for loans and receivables.

Reclassification of financial assets

financial assets, excluding derivatives, which no longer meet the criteria for trading, may be reclassified from the valuation category financial instruments at fair value, provided that rare circumstances exist. A reclassification to the valuation category Held-to-maturity investments also requires an intention and ability to hold the investment until maturity. The fair value of the assets at the time of reclassification is still considered to be their acquisition cost.

Valuation category, other financial liabilities

Financial liabilities that are not recognised as financial instruments at fair value through profit or loss are initially recognised on the trade day at cost and subsequently at amortised cost. Amortised cost is calculated in the same way as for loans and receivables.

Hedge accounting at fair value

Hedge accounting at fair value is applied in certain cases when the interest rate exposure in a recognised financial asset or financial liability or loan portfolios is hedged with derivatives. With hedge accounting, the hedged risk in the hedged instrument or the hedged portfolio is also measured at fair value. The value of the hedged risk in the hedged portfolio is recognised on a separate line in the balance sheet as Value change of interest hedged item in portfolio hedge. The item is recognised in connection with Loans to the public. The value of the hedged risk in an individual financial asset or financial liability is recognised on the same line in the balance sheet as the financial instrument. Both the change in the value of the hedging instrument, the derivative, and the change in the value of the hedged risk are recognised through profit or loss in net gains and losses on financial items at fair value. One requirement to apply hedge accounting is that the hedge has been formally identified and documented. The hedge's effectiveness must be measurable in a reliable way and be expected to remain and during reported periods proved to be very effective in offsetting changes in value.

Cash flow hedges

Derivative transactions are sometimes entered into to hedge the exposure to variations in future cash flows resulting from changes in interest rates. These hedges can be recognised as cash flow hedges, whereby the effective portion of the change in the value of the derivative, the hedging instrument, is recognised directly in other comprehensive income. Any ineffective portion is recognised through profit or loss in net gains and losses on financial items at fair value. When future cash flows lead to the recognition of a financial asset or a financial liability, any gains or losses on the hedging instrument are eliminated from other comprehensive income and recognised through profit or loss in the same periods that the hedged item affects profit or loss. One of the prerequisites of hedge accounting is that the hedge is formally identified and documented. Its effectiveness must be measurable in a reliable way and be expected to remain and during reported periods proved to be very effective in offsetting changes in value.

Hedging of net investments in foreign operations

Hedges of net investments in foreign operations are applied to protect the Group from translation differences that arise when operations in a functional currency other than the presentation currency are translated. financial liabilities reported in the foreign operation's functional currency are translated at the closing-day exchange rate. The portion of the exchange rate result from hedging instruments that are effective is recognised in other comprehensive income. Any ineffective portion is recognised in profit or loss in net gains and losses on financial items at fair value. When a foreign operation is divested, the gain or loss that arises on the hedging instrument is reclassified from other comprehensive income and recognised in profit or loss. One requirement to apply hedge accounting is that the hedge has been formally identified and documented. The effectiveness of the hedge must be reliably measurable and must be expected to be and during reported periods proved to be very effective in offsetting changes in value.

3.6 Leases (IAS 17)

The Group's leasing operations consist of finance leases and are therefore recognised as loans and receivables. The carrying amount corresponds to the present value of future leasing payments. The difference between all future leasing payments, the gross receivable, and the present value of future leasing payments constitutes unearned income. This means that lease payments received are recognised in part through profit or loss as interest income and in part in the balance sheet as instalments, so that the financial income corresponds to an even return on the net investment. In a finance lease, the economic risks and benefits associated with ownership of an asset are essentially transferred from the lessor to the lessee. When the lessor bears the economic risks and benefits, the lease is classified as operating. The Group is the lessee in operating leases. Lease payments for these agreements are expensed linearly over the lease term. The Group is also the lessor in a few operating leases of insignificant amount.

3.7 Investment in associates (IAS 28)

Investments in associates, entities where the owner has significant influence but not control, are accounted according to the equity method. The equity method means that the participating interests in an entity are recognised at cost at the time of acquisition and subsequently adjusted for the owned share of the change in the associate's net assets. Goodwill attributable to the associate is included in the carrying amount of the participating interests and is not amortised. The carrying amount of the participating interests is subsequently compared with the recoverable amount of the net investment in the associate to determine whether an impairment need exists. The owned share

of the associate's profit according to the associate's income statement, together with any impairment, is recognised on a separate line. The share of the associate's tax is recognised in the income statement as Tax.

The associates' reporting dates and accounting policies conform to the Group's.

3.8 Joint ventures (IAS 31)

Investments in joint ventures are recognised in the balance sheet as investments in associates according to the equity method; see investment in associates above. A joint venture is a contractually based relationship where the Group, along with another party, jointly manages an economic activity and where the parties jointly control that activity.

3.9 Intangible assets (IAS 38)

Goodwill

Goodwill acquired through a business combination is initially measured at cost and subsequently at cost less accumulated impairment. Goodwill is tested annually for impairment or if events or circumstances indicate a decrease in value. in order to test goodwill from business combinations for impairment, it is allocated upon acquisition to the cash generating unit or units that are expected to benefit from the acquisition. Identified cash generating units correspond to the lowest level in the entity for which the goodwill is monitored in the internal control of the entity. A cash generating unit is not larger than a business segment in the segment reporting. Impairment needs are determined by estimating the recoverable amount of the cash generating unit to which the goodwill is allocated. When the recoverable amount is lower than the carrying amount, impairment is recognised. Recognised impairment is not reversed.

Other intangible assets

Intangible assets are initially measured at cost. The cost of intangible assets in a business combination corresponds to fair value upon acquisition. They are subsequently measured at cost less accumulated amortisation and accumulated impairment. The useful life of an intangible asset is considered either finite or indefinite. Intangible assets with a finite useful life are amortised over their useful life and tested for impairment when impairment needs are indicated. Useful life and amortisation methods are reassessed and adapted when needed in connection with each closing day. Development expenses whose cost can be calculated in a reliable way and for which it is likely that future economic benefits attributable to the assets will accrue to the Group are recognised in the balance sheet. in other cases, development is expensed when it arises.

3.10 Investment properties (IAS 40)

For protection of claims

Investment properties are properties held to generate rental income or appreciation in value, or a combination of the two, rather than being held for the Group's own use or for sale in day-to-day operations. The investment properties have been taken over to protect claims. Investment properties are initially recognised at cost. Cost consists of the purchase price, or fair value if a purchase price is unavailable, as well as expenses directly attributable to the purchase. The properties are subsequently measured at cost less accumulated depreciation and impairments. Depreciation begins when an asset is ready for use and is reported systematically over each component's useful life down to its estimated residual value. The depreciation method reflects how the asset's value is gradually consumed. Useful life, residual value and depreciation method are reassessed and changed when necessary in connection with each closing day. The carrying amount is tested for impairment when events or circumstances indicate a lower recoverable amount. Recoverable amount refers to the higher of the asset's sales value less selling expenses and its value in use. if its carrying amount exceeds the recoverable amount, the asset is reduced to its recoverable amount. See also the section Impairment of assets (IAS 36).

3.11 Tangible assets (IAS 2, 16)

For protection of claims

Tangible assets acquired or recovered to protect claims are recognised as inventory, provided they do not relate to investment properties. Inventories are measured at the lower of cost and net realisable value. Cost includes all expenses for purchasing, manufacturing and to otherwise bring the goods to their current location and condition. Net realisable value refers to the amount that is expected to be realised from a sale.

For own use

Tangible fixed assets such as equipment and owner-occupied properties are initially recognised at cost. They are subsequently measured at cost less accumulated depreciation and impairments in the same way as investment properties. Owner-occupied properties are reclassified as investment properties when no longer used by the Group.

3.12 Borrowing costs (IAS 23)

Borrowing costs are capitalised when directly attributable to the purchase, construction or production of a qualified asset. Borrowing costs refer to interest and other

costs that arise in obtaining a loan. A qualified asset is one that takes considerable time to finish and is intended for use or sale. Qualified assets can be intangible assets or investment properties. Other borrowing costs are expensed in the period in which they arise.

3.13 Provisions (IAS 37)

A provision is recognised in the balance sheet when the Group has a legal or constructive obligation arising from past events and it is likely that an outflow of resources will be required to settle the obligation. In addition, a reliable estimation of the amount must be made. Estimated outflows are calculated at present value. Provisions are tested on each closing day and adjusted when needed, so that they correspond to the current estimate of the value of the obligations.

Provisions are recognised for restructurings. Restructuring refers to extensive organisational changes e.g. when employees receive severance for early termination or branches are shut down. for a provision to be recognised, a restructuring plan must be in place and announced, so that it has created a valid expectation among those affected that the company will implement a restructuring. A provision for restructuring includes only direct expenses related to the restructuring and not to future operations such as of the cost of severance.

3.14 Pensions (IAS 19)

The Group's post-employment benefits, which consist of pension obligations, are classified as either defined contribution plans or defined benefit plans. In defined contribution plans, the Group pays contributions to separate legal entities, and the risk of a change in value until the funds are paid out rests with the employee. Thus, the Group has no further obligations once the fees are paid. Other pension obligations are classified as defined benefit plans. Premiums for defined contribution plans are expensed when an employee has rendered his/her services. in defined benefit plans, the present value of pension obligations is calculated and recognised as a provision. Both legal and constructive obligations that arise as a result of informal practices are taken into account. The calculation is made according to the Projected Unit Credit Method and also comprises payroll tax. As such, future benefits are attributed to periods of service. The fair value of the assets (plan assets) that are allocated to cover obligations is deducted from the provision. The income statement, staff costs, is charged with the net of service costs, interest on obligations and the anticipated return on plan assets. The calculations are based on the Group's actuarial assumptions i.e. the Group's best estimate of future developments. The same interest rate is used to calculate both interest expense and interest income. If the actual outcome deviates or assumptions change, so-called actuarial gains and losses arise. The net of actuarial gains and losses is recognised as Revaluations of defined benefit pension plans in other comprehensive income, where the difference between the actual return and estimated interest income on plan assets is recognised as well.

3.15 Insurance contracts (IFRS 4)

In the financial statements, insurance policies refer to policies where significant insurance risk is transferred from insured to insurer. The majority of the Group's insurance policies do not transfer significant insurance risk, due to which they are instead recognised as financial instruments. For insurance policies with significant insurance risk, actuarial provisions are allocated corresponding to pledged obligations. In the income statement, premiums received and provisions are reported on separate lines.

3.16 Revenues (IAS 18)

The principles of revenue recognition for financial instruments are described in a separate section, Financial instruments, recognition (IAS 39). interest income and interest expenses for financial instruments calculated according to the effective interest method are recognised as net interest income. Changes in value and dividends on shares in the valuation category financial instruments at fair value through profit or loss as well as all changes in exchange rates between functional and other currencies are recognised in net gains and losses on financial items at fair value. Service fees are recognised as income when the services are rendered. Such income is recognised in both Commission income and Other income. Commission income includes payment processing, asset management and brokerage commissions. Commission expenses are transaction-dependent and are directly related to income in Commission income. Other income includes capital gains and losses on the sale of ownership interests in subsidiaries and associates to the extent they do not represent an independent service line or a significant business conducted within a geographical area. Other income also includes capital gains and losses on the sale of tangible assets.

3.17 Share-based payment (IFRS 2)

Since the Group receives services from its employees and assumes an obligation to settle the transactions with equity instruments, this is recognised as share-based payment. This means that the fair value of the services that entitle the employees to an allotment of equity instruments is expensed at the time the services are rendered. At the same time a corresponding increase in equity is recognised as Retained earnings.

For share-based payment to employees settled with equity instruments, the services rendered are measured with reference to the fair value of the granted equity instruments. The fair value of the equity instruments is calculated as per the grant date for accounting purposes i.e. the measurement date. The measurement date refers to the date when a contract was entered into and the parties agreed on the terms of the share-based payment. On the grant date, the employees are granted rights to share-based payment. Since the granted equity instruments are not vested until the employees have fulfilled a period of service, it is assumed that the services are rendered during the vesting period. This means that the cost and corresponding increase in equity are recognised over the entire vesting period. Non market based vesting terms, such as a requirement that a person remain employed, are taken into account in the assumption of how many equity instruments are expected to be vested. At the end of each report period the Group reassesses its judgments of how many shares it expects to be vested based on the non market based vesting terms. Any deviation from the original judgment is recognised through profit or loss and a corresponding adjustment is recognised in Retained earnings within equity. Related social insurance charges are recognised as cash-settled share-based payment i.e. as a cost during the corresponding period, but based on the fair value that at any given time serves as the basis for a payment of social insurance charges.

3.18 Impairment (IAS 36)

For assets that are not tested for impairment according to other standards, the Group periodically determines whether there are indications of diminished value. if such indications exist, the asset is tested for impairment by estimating its recoverable amount. An asset's recoverable amount is the higher of its selling price less costs to sell and its value in use. If the carrying amount exceeds the recoverable amount, the asset is reduced to its recoverable amount. When estimating value in use, estimated future cash flows are discounted using a discount rate before tax that includes the market's estimate of the time value of money and other risks associated with the specific asset. An assessment is also made on each reporting date whether there are indications that the need for previous impairments has decreased or no longer exists. If such indications exist, the recoverable amount is determined. Previous impairment losses are reversed only if there were changes in the estimates made when the impairment was recognised. Goodwill impairment is not reversed. Impairments are recognised separately in the income statement for tangible or intangible assets.

3.19 Tax (IAS 12)

Current tax assets and tax liabilities for current and previous periods are measured at the amount expected to be obtained from or paid to tax authorities. Deferred taxes refer to tax on differences between the carrying amount and the tax base, which in the future serves as the basis for current tax. Deferred tax liabilities are tax attributable to taxable temporary differences and are expected to be paid in the future. Deferred tax liabilities are recognised on all taxable temporary differences with the exception of the portion of tax liabilities attributable to the initial recognition of goodwill or to certain taxable differences owing to holdings in subsidiaries. Deferred tax assets represent a reduction in future tax attributable to deductible temporary differences, tax loss carryforwards or other future taxable deductions. Deferred tax assets are tested on each closing day and recognised to the extent it is likely on each closing day that they can be utilised. As a result, a previously unrecognised deferred tax asset is recognised when it is considered likely that a sufficient surplus will be available in the future. Tax rates which have been enacted or substantively enacted as of the reporting date are used in the calculations. The Group's deferred tax assets and tax liabilities are estimated at nominal value using each country's tax rate in effect in subsequent years. Deferred tax assets are netted against deferred tax liabilities for Group entities that have offsetting rights. All current and deferred taxes are recognised through profit or loss as Tax with the exception of tax attributable to items recognised directly in other comprehensive income or equity.

3.20 Non-current assets held for sale and discontinued operations (IFRS 5)

A non-current asset (or a disposal group) is classified as held for sale if its carrying amount will be recovered primarily through a sale. The asset (or disposal group) must be available for immediate sale in its current condition. It must also be highly probable that a sale will take place. A finalised sale should be expected within one year. Subsidiaries acquired exclusively for resale are recognised as discontinued operations. Non-current assets held for sale are reported on a separate line in the balance sheet and measured at the lower of the carrying amount and fair value less costs to sell. Liabilities related to non-current assets are also recognised on a separate line in the balance sheet. The profit or loss from discontinued operations is recognised on a separate line in the income statement after the result for continuing operations.

3.21 Cash and cash equivalents (IAS 7)

Cash and cash equivalents consist of cash and balances with central banks, when the central bank is domiciled in a country where Swedbank has a valid banking licence. Balances refer to funds that are available at any time. This means that all cash and cash equivalents are immediately available.

3.22 IFRS 8 Operating segments

Segment reporting

Segment reporting is presented on the basis of the executive management's perspective and relates to the parts of the Group that are defined as operating segments. Operating segments are identified on the basis of internal reports to the company's chief operating decision maker. The Group has identified the Chief Executive Officer as its chief operating decision maker, while the internal reports used by the CEO to oversee operations and make decisions on allocating resources serve as the basis of the information presented.

The accounting policies for an operating segment consist of the above accounting policies and policies that specifically refer to segment reporting. Market-based compensation is applied between operating segments, while all costs for IT, other shared services and Group Staffs are transferred at full cost-based internal prices to the operating segments. Group Executive Management expenses are not distributed. Crossborder services are invoiced according to the OECD's guidelines on internal pricing. The Group's equity attributable to the shareholders is allocated to each operating segment based on the capital adequacy rules according to Basel 2 and estimated utilised capital.

The return on equity for the business segments is based on operating profit less estimated tax and non-controlling interests in relation to average allocated equity.

4 NEW STANDARDS AND INTERPRETATIONS

The International Accounting Standards Board (IASB) and IFRS Interpretations Committee (IFRIC) have issued the following standards, amendments to standards and interpretations that apply in or after 2014. The IASB permits earlier application. For Swedbank to apply them also requires that they have been approved by the EU if the amendments are not consistent with previous IFRS rules. Consequently, Swedbank has not applied the following amendments in the 2013 annual report.

Consolidated financial statements (IFRS 10)

The new standard will apply to the financial year beginning on 1 January 2013. The EU has approved the standard for application on 1 January 2014 at the latest. Swedbank intends to begin applying the standard in 2014. The new standard defines when a reporting company should consolidate another company. Consolidation will be required when the reporting company has control over the other company. Control means that the reporting company is capable of managing the company, is exposed and entitled to a variable return, and is able to use its power over the company to affect the return. The basic principle to determine whether control exists or not remains the same, but the new standard provides additional guidance in cases that are difficult to assess. The standard replaces the rules on consolidation in IAS 27 Consolidated and separate financial statements and SIC 12 Consolidation - Special Purposes Entities.

Joint arrangements (IFRS 11)

The new standard will apply to the financial year beginning on 1 January 2013. The EU has approved the standard for application on 1 January 2014 at the latest. Swedbank intends to begin applying the standard in 2014. The new standard describes how to account for shares in joint arrangements i.e. where two or more parties agree to contractually share control. The standard, which replaces and amends IAS 31 Joint ventures, defines only two types of joint arrangements: joint operations and joint ventures. The classification is based on economic substance rather than legal form. Holdings in joint ventures will be consolidated according to the equity method, since the proportionate consolidation method, which was permitted according to IAS 31, is no longer permitted according to IFRS 11.

Disclosures of interests in other entities (IFRS 12)

The new standard will apply to the financial year beginning on 1 January 2013. The EU has approved the standard for application on 1 January 2014 at the latest. Swedbank intends to begin applying the standard in 2014. The new standard consolidates the disclosure requirements for subsidiaries, joint arrangements, associates and unconsolidated structured entities. The new standard will, for example, increase disclosure requirements on the nature and scope of the holding, the assumptions and judgments used to classify the type of holding, the risks associated with the holding, and the holding's effect on financial position, results and cash flow.

Separate financial statements (amendments to IAS 27)

The amendment will apply to the financial year beginning on 1 January 2013. The EU has approved the amendment for application on 1 January 2014 at the latest. Swedbank intends to begin applying the standard in 2014. The rules on consolidation have been eliminated and moved to IFRS 10 Consolidation. The amended standard refers strictly to the reporting of holdings in subsidiaries, joint arrangements and associates when a company chooses or is required by local regulations to prepare separate financial reports.

Investments in associates and joint ventures (amendments to IAS 28) The amendment will apply to the financial year beginning on 1 January 2013. The EU has approved the amendment for application on 1 January 2014 at the latest. Swedbank intends to begin applying the standard in 2014. The rules for reporting associates in separate financial reports have been moved to IAS 27 Separate financial Statements. The amended standard also describes how shares in joint ventures are consolidated.

Offsetting financial assets and financial liabilities (amendments to IAS 32) The amendment will apply to the financial year beginning on 1 January 2014. The EU has approved the amendment, which concerns when and how financial assets and financial liabilities are offset.

Novation of derivatives and continuation of hedge accounting (amendments to IAS 39)

The amendment will apply to the financial year beginning on 1 January 2014. The EU has not yet approved the amendment, which provides limited exceptions to discontinuing hedge accounting when hedging derivatives are novated, as a result of laws and regulations, to clearing counterparties.

Recoverable amount disclosures for non-financial assets (amendments to IAS 36)

The amendment will apply to the financial year beginning on 1 January 2014. The EU has not yet approved the amendment. The amendment requires additional disclosures when a non-financial asset has been written down to fair value less costs of disposal.

IFRIC 21 Levies

The interpretation will apply to the financial year beginning on 1 January 2014. The EU has not yet approved the interpretation. Levies refer to fees paid to government agencies and similar bodies in accordance with laws and regulations. The interpretation deals with the timing of obligating events.

Improvements of IFRS standards 2010-2012 and 2011-2013

Annual improvements of IFRS standards are an aggregation of additions and amendments to current standards to eliminate inconsistencies between various standards, clarify formulations and to some extent make it easier for users of the financial reports. The improvements apply to financial years beginning on or after 1 July 2014. The EU has not yet approved the annual improvements.

Financial instruments (IFRS 9)

IFRS 9 Financial Instruments includes requirements for recognition and measurement, derecognition and hedge accounting. The standard is being issued in phases and will eventually result in full replacement of IAS 39 Financial Instruments: Recognition and Measurement. IFRS 9 was first published in November 2009 and contains the requirements for the classification and measurement of financial assets, which reduces the number of valuation categories. Requirements for financial liabilities were added in October 2010, which remain largely unchanged from IAS 39. The primary change permits the presentation of fair value movements due to own credit risk on financial liabilities designated as at fair value through profit or loss in other comprehensive income, rather than in profit or loss. In November 2013, the IASB published the general hedge accounting rules, which will allow entities to better reflect their risk management activities in the financial statements.

IFRS 9 does not currently include a mandatory effective date. This will be added when the all phases of the project are complete, including the new requirements for impairment of financial assets at amortised cost and limited amendments to the classification and measurement requirements. At its November 2013 meeting, the IASB tentatively decided that the mandatory effective date will be no earlier than annual periods beginning on or after 1 January 2017. The standard has not been approved by the EU and there is no current timetable on when endorsement is expected.

Effect on Swedbank's financial reports

The changes that have been issued are being evaluated to determine how they will affect the consolidated financial reports. The new standard IFRS 10 Consolidation financial statements will mean that a few investment funds in which Group companies have invested will have to be consolidated. The Group's balance sheet will be only marginally affected. The standard will be applied as of 1 January 2014.

The new disclosure requirements in the new standard IFRS 12 Disclosures of interests in other entities require the Group to provide significantly more disclosures. Since the requirements also cover unconsolidated structured entities, disclosures will have to be made for all investment funds the Group has started. The standard will be applied as of 1 January 2014.

The new standard IFRS 9 Financial Instruments will affect Swedbank's financial reporting. The scope of the effect cannot be determined at present, since the valuation of Swedbank's financial assets is largely dependent on how the rules on impairment of financial assets at amortised cost are eventually worded. A judgment therefore cannot be made until IFRS 9 is fully completed.

The other changes that have been issued and which apply to financial years beginning on or after 1 July 2014 are not expected to have a significant effect on Swedbank's financial reports.

5 CRITICAL ACCOUNTING JUDGMENTS AND ESTIMATES

Presentation of consolidated financial statements in conformity with IFRS requires the executive management to make judgments and estimates that affect the recognised amounts for assets, liabilities and disclosures of contingent assets and liabilities as of the closing day as well as recognised income and expenses during the report period. The executive management continuously evaluates these judgments and estimates, including those that affect the fair value of financial instruments, provisions for impaired loans, impairments of intangible and tangible assets, deferred taxes, pension provisions and shared-based payment. The executive management bases its judgments and assumptions on previous experience and several other factors that are considered reasonable under the circumstances. Actual results may deviate from judgments and estimates.

5.1 Judgments

Investment funds

Entities in the Group have established investment funds for their customers' savings needs. The Group manages the assets of these funds on behalf of customers in accordance with predetermined provisions approved by the Swedish financial Supervisory Authority. The return generated by these assets, as well as the risk of a change in value, accrues to customers. Within the framework of the approved fund provisions, the Group receives management fees as well as in certain cases application and withdrawal fees for the management duties it performs. Because decisions regarding the management of an investment fund are governed by the fund's provisions, the Group is not considered to have the opportunity to control or dominate decision-making in the investment funds in order to obtain economic benefits. The Group's compensation and risk are limited to fee charges. in certain cases, Group entities also invest in investment funds to fulfil their obligations to customers. Shares in the investment funds do not represent any influence in the Group's judgment, regardless of whether the holding exceeds 50 per cent or not. Taken together, the above-mentioned conditions are the basis for not consolidating the investment funds. Assets in funds where the Group's interest exceeded 50 per cent amounted to SEK 37bn (35) as of year-end. On the same date the Group recognised an asset for these funds corresponding to the Group's interest, SEK 24bn (22), in the balance sheet as fund shares for which the customers bear the investment risk. if the Group instead had determined that it had control, assets corresponding to SEK 37bn (35) would have been consolidated and recognised in the Group's balance sheet based on the type of asset.

Financial instruments

When determining the fair values of financial instruments, the Group uses various methods depending on the degree of observable market data in the measurement and level of activity in the market. Quoted prices on active markets are primarily used. When financial assets and financial liabilities on active markets have offsetting market risks, the average of bid and sell prices is used as a basis for determining the fair value of the offsetting risk positions. For any open net positions, bid or sell prices are applied as appropriate i.e. bid prices for long positions and sell prices for short positions. The executive management has determined the method for which market risks offset each other and how the net positions are calculated. When quoted prices on active markets are not available, various valuation models are used instead. The executive management determines when the markets are considered inactive and when quoted prices no longer correspond to fair value, requiring valuation models to be used instead. An active market is considered a regulated marketplace where quoted prices are easily accessible and which demonstrates regularity. Activity is evaluated continuously by

analysing factors such as trading volume and the differences between bid and sell prices. When certain criteria are not met, the market or markets are considered inactive. The executive management determines which valuation model and which pricing parameters are most appropriate for the individual instrument. All the valuation models Swedbank uses are generally accepted and are subject to independent risk control. Management has determined that the option to measure financial instruments at fair value provides the fairest account for certain portions of the Group's loan portfolios with fixed interest rates, since the interest rate risk is hedged with the help of securities in issue and derivatives. A determination is also made for which financial instruments hedge accounting will be used. in both cases the determination is made to avoid accounting volatility as far as possible. Accounting volatility lacks economic relevance and arises when financial instruments are measured with different measurement principles despite that they financially hedge each other.

Tax

For the parent company's Estonian subsidiary, Swedbank AS, income taxation is triggered only if dividends are paid. Because the parent company controls when dividends are paid and it has determined that no dividends will be paid for the foreseeable future, no provisions have been recognised for deferred tax. When it is determined that a dividend will be paid, deferred tax will be allocated on the anticipated dividend. If the largest possible dividend is approved for the subsidiary, the Group would face an estimated tax charge of SEK 3 145m (2 915).

5.2 Estimates

The Group uses various estimates and assumptions about the future to determine the value of certain assets and liabilities.

Provisions for credit impairments

Receivables measured at amortised cost are tested if loss events have occurred. Individual loans are tested initially, followed by groups of loans with similar credit terms and which are not identified individually. A loss event refers to an event that occurred after the loan was paid out and which has a negative effect on projected future cash flows. Determining loss events for a group of loans carries greater uncertainty, since a number of different events, such as macroeconomic factors, may have had an impact. Loss events include late or non-payments, concessions granted due to the borrower's financial difficulties, bankruptcy or other financial reconstructions, and local economic developments tied to non-payments, such as an increase in unemployment or decreases in real estate or commodity prices. Where a loss event has occurred, individual loans are classified as impaired loans. The executive management feels that loans whose terms have been significantly changed due to the borrower's economic difficulties and loans that have been non-performing for more than 60-90 days should automatically be treated as impaired. The number of days varies in the Group based on the customer's payment habits and the collection processes used in various markets. Such a loan is not considered impaired if there is collateral which covers the capital, accrued and future interest and fees by a satisfactory margin. When a loss event has occurred, a determination is made when in the future the loan's cash flows will be received and its probable size. For impaired loans, interest is not considered to be received, only capital or portions thereof. For groups of loans, estimates are based on historical values and experience-based adjustments to the current situation. Provisions for impaired loans are made on the difference between estimated value i.e. estimated future cash flows discounted by the loan's original effective interest rate, and amortised cost. Amortised cost refers to contractual cash flows discounted by the loan's original effective interest rate. Assumptions about when in time a cash flow will be received as well as its size determine the size of the provisions. Decisions on provisions are therefore based on various calculations and the executive management's assumptions of current market conditions. The executive management is of the opinion that provision estimates are important because of their significant size as well as the complexity of making these estimates.

The Group's provisions in the Baltic operations decreased during the year from SEK 4 578m to SEK 2 564m. The changes in provisions are based on the losses that the executive management assumed were likely against the current economic outlook within the interval for reasonable assumptions. During the year impaired loans, gross, decreased in the Baltic operations from SEK 8 871m to SEK 5 046m. An overall decrease in customers' payment ability of an additional 10 per cent would have increased provisions by SEK 407m (862), of which SEK 58m (99) in Estonia, SEK 133m (248) in Latvia and SEK 66m (111) in Lithuania. The Group's portfolio provision for loans that are not classified as impaired decreased to SEK 1 256m (1 546m) at year-end.

Impairment testing of goodwill

Goodwill is tested at least annually for impairment. Testing is conducted by calculating the recoverable amount i.e. the highest of value in use or the selling price less costs to sell. if the recoverable amount is lower than the carrying amount, the asset is reduced to its recoverable amount. Goodwill impairment does not affect either cash flow or the capital adequacy ratio, since goodwill is a deduction in the calculation of the capital base. The executive management's tests are done by calculating value in use. The calculation is based on estimated future cash flows from the cash generating unit that the goodwill relates to and has been allocated to as well as when the cash flows are received. The first three years' cash flows are determined on the basis of the financial plans the executive management has established. Subsequent determinations of the size of future cash flows require more subjective estimates of future growth, margins and profitability levels. The Group estimates perpetual cash flows, since all cash generating units are part of the Group's home markets, which it has no intention of leaving. In addition, a discount rate is determined that in addition to reflecting the time value of money also reflects the risk that the asset is associated with. Different discounting factors are used for different time periods. As far as possible, the discount rate and assumptions, or portions of the assumptions, are based on external sources. Nevertheless, the calculation is dependent in large part on the executive management's own assumptions. The executive management considers the assumptions to be significant to the Group's results and financial position. The Group's goodwill amounted to SEK 11 760m (11 452) at year-end, of which SEK 9 034m (8 735) relates to the investment in the Baltic banking operations. The executive management's assumptions in the calculation of value in use as of year-end 2013 did not lead to any impairment losses. As of year-end 2011 impairment testing had led to impairment losses in the Latvian banking operations of SEK 1 913m. Through 2001, 60 per cent of the Baltic banking operations had been acquired. In 2005 the remaining 40 per cent was acquired. The majority, or SEK 9 722m (9 411) of the goodwill before impairments arose through the acquisition of the remaining non-controlling interest and at the time corresponded to 40 per cent of the operation's total value. even if the discount rate had been increased by one percentage point or the growth assumption had been reduced by one percentage point, it would not have created any impairment losses for the investments in the Baltic operations.

Impairment testing of investment properties and owner-occupied properties Investment properties and owner-occupied properties are measured at cost less depreciation. When there is an indication of diminished value, impairment is tested. The test is done by calculating the recoverable amount i.e. the highest of value in use and selling price less costs to sell. The value in use of investment properties and owner-occupied properties has been determined by internal appraisers with extensive knowledge of the properties and the relevant market. The measurement is based on cash flow analyses. Random checks by independent external appraisers have been performed as a complement, especially in Latvia, where the holding comprises the greatest number of properties. Investment properties amounted to SEK 685m (2 393) at year-end.

Net realisable value of properties recognised as inventory

Properties recognised as inventory are measured at the lowest of cost and net realisable value. Net realisable value has been determined by internal appraisers, which has sometimes been complemented by appraisals by external independent appraisers. The carrying amount for properties recognised as inventory amounted to SEK 1 373m (2 655) at year-end.

Valuation of deferred tax assets

Deferred tax assets represent a reduction in future tax attributable to temporary deductible differences, tax loss carry-forwards or other unused tax deductions. Deferred tax assets can be recognised only to the extent they can be offset against future taxable income. The executive management therefore makes assumptions of the size of this future taxable income. The assumptions affect the Group's results and financial position. On the other hand, carrying amounts do not affect the capital adequacy ratio, since deferred tax assets are a deduction in the calculation of the capital base. Deferred tax assets for tax loss carryforwards of SEK 297m (479) have been recognised. Recognised deferred tax assets are motivated by the executive management's judgment that current operations will create sufficient taxable surpluses within the not too distant future. Following the executive management's measures to improve profitability, including cost reductions, the current operations are reporting a profit. Based on current operations, the majority of tax loss carryforwards are expected to be utilised within the Group's financial three-year plans.

Financial instruments at fair value

When financial instruments are measured at fair value according to valuation models, a determination is made which observable market data should be used in those models. The assumption is that quoted prices for financial instruments with similar turnover will be used. When such prices or components of prices cannot be identified, the executive management must make its own assumptions. Note G45 shows financial instruments at fair value divided into three valuation levels: quoted prices, valuation models with observable market inputs and valuation models with significant assumptions. As of year-end the value of financial instruments measured with significant assumptions amounted to SEK 214m (419). An estimate of valuation parameters has to be made, for example, for volatilities for certain illiquid options. A reduction in assumed volatility of 10 per cent would reduce the value by SEK 25m (18).

Defined benefit pensions

For pension provisions for defined benefit obligations, the executive management uses a number of actuarial assumptions to estimate future cash flows. The assumptions are revised each year or when a significant change has occurred. Important estimates are made with regard to the final salary the employee has at the time of retirement, the size of the benefit when it relates to the income base amount and the payment period and economic life. Estimated future cash flows are projected at present value using an assumed discount rate. When actual outcomes deviate from the assumptions made, an experience-based actuarial gain or loss arises. Actuarial gains or losses also arise when assumptions change. In total, the Group's actuarial gains and losses for 2013 amounted to a gain of SEK 2 103m (-1 619). The result is recognised as Revaluation of defined benefit pension plans within other comprehensive income. The income was primarily due to an increase in the discount rate from 2.84 per cent to 3.44 per cent. A reduction in the discount rate of 25 bps increases the pension provision by approximately SEK 858m (929).

Share-based payment

In calculating the cost which is recognised as employee benefits ultimately settled in the form of ordinary shares in Swedbank AB, the executive management estimates how many ordinary shares will be settled. Employees are granted contingent rights to receive ordinary shares, which require, for example, that they remain employed on the settlement date; otherwise the rights expire. The executive management also estimates the fair value of the rights granted to employees and which gives them the conditional right to receive ordinary shares in Swedbank AB at no cost. The estimation is based on the quoted price of the ordinary share, since the right essentially has the same terms as an ordinary share. Estimated costs associated with Programme 2013 total SEK 489m, of which SEK 121m was recognised in 2013. The recognised expense for all outstanding programmes amounted to SEK 416m (318) in 2013. This is in addition to social insurance charges, any other payroll expenses and income tax, which will be calculated based on the estimated number of settled shares and their estimated fair value.

G3 Risks

Swedbank defines risk as a potentially negative impact on a company that can arise due to current internal processes or future internal or external events. The concept of risk comprises the probability that an event will occur and the impact it would have on the Group's earnings, equity or value.

The Board of Directors has adopted an Enterprise Risk Management (ERM) policy detailing the risk framework, the risk management process, and roles and responsibilities in risk management. Swedbank continuously identifies the risks its operations generate and has designed a process to manage them.

The risk management process includes eight steps: prevent risks, identify risks, quantify risks, analyse risks, suggest measures, control and monitor, report risks, and, lastly, follow-up risk management. The process encompasses all types of risk and results in a description of Swedbank's risk profile, which in turn serves as the basis of the internal capital adequacy assessment process.

To ensure that Swedbank retains a low long-term risk profile, the board has set an overall risk appetite. in line with this appetite, individual tolerance limits have been established for the types of risks the bank is exposed to. The tolerance limits restrict exposures and performance in the portfolio. Additionally, the Board has decided on a system of signals whose purpose is to give early warning if conditions change.

The capital adequacy assessment process evaluates capital needs based on Swedbank's overall risk level and business strategy. The aim is to ensure efficient use of capital and at the same time, that Swedbank meets the minimum legal capital requirement and maintains access to domestic and international capital markets even under adverse market conditions.

Risk Description
Credit risk The risk that a counterparty, or borrower, fails to meet contrac
tual obligations to Swedbank and the risk that collateral will
not cover the claim. Credit risk also includes counterparty risk,
concentration risk and settlement risk.
Market risk The risk that the Group's results, equity or value will decease
due to changes in risk factors in financial markets. market
risk includes interest rate risk, currency risk, share price risk,
commodity risk and risks from changes in volatilities or cor
relations.
Liquidity risk The risk that Swedbank cannot fulfil its payment commitments
at maturity or when they fall due.
Operational risk The risk of losses resulting from inadequate or failed internal
processes, people and systems, or from external events.
Insurance risk The risk of a change in value due to a deviation between actual
insurance costs and anticipated insurance costs.
Other risks Include business risk, pension risk, strategic risk, and reputa
tional risk.

Credit risks

DEFINITION

Credit risk refers to the risk that a counterparty or borrower fails to meet their contractual obligations towards Swedbank and the risk that pledged collateral will not cover the claim. Credit risk also includes counterparty risk, concentration risk and settlement risk.

Counterparty risk is the risk that a counterparty in a trading transaction fails to meet its financial obligations towards Swedbank and that the collateral which has been received is insufficient to cover the claim against the counterparty. Trading transactions refer here to repos, derivates, security financing transactions and money market transactions.

Concentration risk comprises, among other things, large exposures or concentrations in the credit portfolio to specific counterparties, sectors or geographies.

Settlement risk is the risk that a counterparty fails to meet their obligations before Swedbank fulfils its when a transaction is executed (delivery/payment).

Risk management

A central principle in Swedbank's lending is that each business unit within the Group has full responsibility for its credit risks, and that credit decisions adhere to the credit process, are made in accordance with applicable rules, and are in line with the bank's business and credit strategies. Depending on the size and nature of each credit, a lending decision can be made, for example, by an officer with help from system support or by a credit committee. The business unit has full commercial responsibility regardless of who makes the ultimate decision, including responsibility for internal credit control.

The duality principle provides guidance for all credit and credit risk management within the Group. The principle is reflected in the independent credit organisation, decision-making bodies and credit processes. Each business unit is responsible for ensuring that internal control is integrated in all lending and monitoring.

The risk classification system is a key part of the credit process; it comprises work and decision-making processes for lending, credit monitoring, and quantification of credit risk. The decision to grant credit requires that there are good grounds to expect that the borrower can fulfil his or her commitment to the Group. in addition, adequate and sufficient collateral must be pledged for the credit.

Lending that is sound, robust, and balanced in terms of risks requires that the credit transaction is viewed in relation to relevant factors in the marketplace. This means taking into account what the Group and the market knows about anticipated local, regional and global changes and developments which could impact the business and its risks. The credit exposures are systematically analysed by continuously monitoring individual commitments. Moreover, exposures to corporate customers, financial institutions and sovereign states are assessed at least once a year.

Risk measurement

Swedbank's internal risk classification system is the basis for:

  • Risk assessment and credit decisions
  • Calculating risk-adjusted returns (including RAROC)
  • Calculating portfolio provisions
  • Monitoring and managing credit risks (including migrations)
  • Reporting credit risks to the Board, CEO and Group Executive Management
  • Developing credit strategies and associated risk management activities
  • Calculating capital requirements and capital allocation.

The risk class is assessed and decided on as part of credit decisions. The class also affects requirements on the scope of the analysis and the documentation and governs how customers are monitored. in this way, low-risk transactions can be approved through a simpler and faster credit process.

Swedbank has received approval from the Swedish Financial Supervisory Authority to apply the IRB approach, which is used to calculate the majority of the capital requirement for credit risks. The bank applies the IRB approach to most of its lending to the public, with the exception of lending to sovereign states and the credit portfolio in Russia. For exposures where the IRB approach is not applied, the SFSA's standard method is used instead.

The goal of the risk classification is to predict defaults within 12 months; it is expressed on a scale of 23 classes, where 0 represents the greatest risk and 21 represents the lowest risk of default, with one class for defaulted loans. The table below describes the Group's risk classification and how it relates to the probability of default within 12 months (PD), as well as an indicative rating from Standard & Poor's. Of the total IRB-assessed exposures, 78 (77) per cent fall in the risk classes of 13–21, investment grade, where the risk of default is considered low. Of the exposures, 44 per cent (42) have been assigned a risk class of 18 or higher, which corresponds to a rating of A from the major rating agencies. The exposures relate to financial companies group (FCG).

Risk grade according to IRB methodology

Internal rating PD (%) Indicative rating
Standard & Poor's
Default Default 100 D
High risk 0–5 >5.7 C to B
Augmented risk 6–8 2.0–5.7 B+
Normal risk 9–12 0.5–2.0 BB- to BB+
Low risk 13–21 <0.5 BBB- to AAA

To achieve maximum precision in measurement, the bank has developed a number of different risk classification models. There are primarily two types of models; one is based on a statistical method, which requires access to a large amount of information on counterparties, and enough information on those counterparties who have defaulted. in cases where the statistical method is not applied, models are created where evaluation criteria are based on expert opinions.

The models are validated when introduced, in connection with significant changes and periodically (at least annually). The validation is designed to ensure that each model measures risk satisfactorily. In addition, the models are monitored to assure they function well in daily credit operations. The models indicate the likelihood of default normally on a one-year horizon.

Risk grade according to the IRB methodology
Standard
Maximum credit risk exposure distributed by rating 2013 Low risk PD
<0.5
Normal risk
PD 0.5-2.0
Augmented
risk PD 2.0-5.7
High risk PD
>5.7
Default PD
100.0
Non-rated
exposures
ised meth
odology
EAD
Total exposure 1 137 869 212 354 69 369 24 923 8 327 15 056 253 028 1 720 926
Swedish
Banking
% Large
corporates &
Institutions
% Baltic
Banking
% Other % Total %
EAD
Low risk 810 984 47.1 219 554 12.8 31 005 1.8 76 326 4.4 1 137 869 66.1
Normal risk 136 505 7.9 28 834 1.7 46 915 2.7 100 0.0 212 354 12.3
Augmented risk 39 137 2.3 4 021 0.2 24 796 1.4 1 415 0.1 69 369 4.0
High risk 14 499 0.8 121 0.0 10 289 0.6 14 0.0 24 923 1.4
Defaults 2 941 0.2 996 0.1 4 390 0.3 8 327 0.5
Non-rated exposures 5 924 0.3 2 463 0.1 3 040 0.2 3 629 0.2 15 056 0.9
Standardised method 44 362 2.6 32 645 1.9 32 552 1.9 143 469 9.3 253 028 15.7
Total 1 054 352 61.3 288 634 16.8 152 987 8.9 224 953 13.1 1 720 926 100.0
Public % Corporates % Institutions % States % Other % Total %
EAD
Low risk 742 159 43.1 276 193 16.0 119 517 6.9 1 137 869 66.1
Normal risk 97 473 5.7 113 227 6.6 1 654 0.1 212 354 12.3
Augmented risk 34 061 2.0 34 914 2.0 394 0.0 69 369 4.0
High risk 18 337 1.1 6 523 0.4 63 0.0 24 923 1.4
Defaults 4 964 0.3 3 293 0.2 70 0.0 8 327 0.5
Non-rated exposures 2 225 0.1 12 831 0.7 15 056 0.9
Standardised method 15 918 0.9 3 892 0.2 403 0.0 162 228 9.4 70 587 4.1 253 028 14.8
Total 912 912 53.0 440 267 25.6 122 101 7.1 162 228 9.4 83 418 4.8 1 720 926 100.0

The above table refers to financial companies group

Maximum credit risk exposure distributed by rating 2012 Low risk PD
<0.5
Normal risk
PD 0.5-2.0
Augmented
risk PD 2.0-5.7
High risk PD
>5.7
Default PD
100.0
Non-rated
exposures
Standard
ised meth
odology
EAD
Total exposure 1 107 212 211 251 74 889 28 968 12 130 18 220 231 739 1 684 409
Swedish
Banking
% Large
corporates &
Institutions
% Baltic
Banking
% Russia &
Ukraine
% Other % Total %
EAD
Low risk 780 195 46.3 222 131 13.2 26 529 1.6 78 357 4.7 1 107 212 65.7
Normal risk 139 490 8.3 29 705 1.8 41 979 2.5 77 0.0 211 251 12.5
Augmented risk 43 480 2.6 2 149 0.1 29 123 1.7 137 0.0 74 889 4.4
High risk 15 954 0.9 997 0.1 12 006 0.7 11 0.0 28 968 1.7
Defaults 3 427 0.2 1 242 0.1 7 461 0.4 12 130 0.7
Non-rated exposures 4 537 0.3 2 794 0.2 4 096 0.2 6 793 0.4 18 220 1.1
Standardised method 42 480 2.5 36 785 2.2 25 320 1.5 6 183 0.4 120 971 7.2 231 739 13.8
Total 1 029 563 61.1 295 803 17.6 146 514 8.7 6 183 0.4 206 346 12.3 1 684 409 100.0
Public % Corporates % Institutions % States % Other % Total %
EAD
Low risk 710 089 42.2 252 688 15.0 144 435 8.6 1 107 212 65.7
Normal risk 98 452 5.8 111 258 6.6 1 540 0.1 211 250 12.5
Augmented risk 33 888 2.0 40 102 2.4 899 0.1 74 889 4.4
High risk 19 189 1.1 9 259 0.5 520 0.0 28 968 1.7
Defaults 6 689 0.4 5 369 0.3 73 0.0 12 131 0.7
Non-rated exposures 3 105 0.2 15 115 0.9 18 220 1.1
Standardised method 12 675 0.8 5 538 0.3 2 113 0.1 187 733 11.1 23 680 1.4 231 739 13.8
Total 880 982 52.3 427 319 25.4 149 580 8.9 187 733 11.1 38 795 2.3 1 684 409 100.0

The above table refers to financial companies group

Maximum credit risk exposure, geographical distribution 2013

Sweden Estonia Latvia Lithuania Russia Norway Denmark Finland USA Other Total
Assets
Cash and balances with central banks 327 9 757 11 907 5 220 2 563 168 9 163 20 246 31 59 382
Treasury bills and other bills eligible for refinanc
ing with central banks 45 643 101 1 682 1 414 980 1 435 5 559 56 814
States 45 017 101 1 642 183 980 1 435 5 481 54 839
Municipalities 626 40 666
Other 1 231 78 1 309
Loans to credit institutions 70 923 503 53 237 2 844 74 560
Repurchase agreements* 7 718 0 7 718
Loans to the public 1 098 875 54 546 29 384 35 117 32 958 1 193 8 567 3 097 1 173 1 264 910
Swedish National Debt Office 2 257 2 257
Repurchase agreements* 47 938 47 938
RE Residential 729 129 24 408 11 219 12 674 2 374 707 190 780 701
RE Commercial 117 187 12 036 6 757 6 919 3 630 212 731 1 773 149 245
Guarantees 24 095 4 204 267 439 1 097 49 155 30 306
Cash 13 854 203 1 350 930 1 16 338
Other 95 796 10 336 6 519 5 904 12 477 250 491 131 773
Unsecured 68 619 3 359 3 272 8 251 13 379 24 7 787 643 1 018 106 352
Bonds and other interest-bearing securities 85 102 30 52 21 6 588 659 2 867 5 763 24 503 125 585
Housing finance institution 52 023 1 415 53 438
Banks 21 057 3 816 499 1 561 10 090 37 023
Other financial companies 6 221 727 5 616 3 349 15 913
Non-financial companies 5 801 30 52 21 2 772 160 579 147 9 649 19 211
Derivatives 15 660 179 111 242 4 764 1 589 4 907 1 548 35 351 64 352
Financial assets held for sale 124 1 634 1 758
Other financial assets 11 489 952 818 342 1 460 153 63 126 15 403

Contingent liabilities and commitments

Guarantees 14 679 2 403 1 232 799 2 361 41 340 82 21 937
Commitments 160 921 8 276 4 215 4 567 10 608 8 372 1 179 71 198 209
Total 1 503 619 76 646 47 820 48 114 1 634 62 769 4 630 35 804 32 133 69 740 1 882 910
% of total 80 4 3 3 0 3 2 2 4 100

* Fair value of received securities in repurchase agreements covers the carrying amount of the repurchase agreements.

Derivatives, netting gains and collateral held 2013

Sweden Estonia Latvia Lithuania Russia Norway Denmark Finland USA Other Total
Positive fair value of contracts 15 660 179 111 242 4 764 1 589 4 907 1 548 35 351 64 352
Netting gains 7 998 179 73 3 397 1 509 3 558 853 24 739 42 305
Actual offset credit exposure 7 663 38 242 1 367 80 1 349 695 10 612 22 047
Collateral held** 1 476 304 80 1 349 642 8 814 12 667
Net credit exposures 6 186 38 242 1 063 53 1 798 9 380
Net credit exposures including internal add
on*** 30 300 8 80 2 702 177 6 878 1 843 1 645 3 227 14 290 61 149

** Collateral consists of 84.3% cash and 15.7% AAA rated bonds by Standard & Poor's.

*** Internal risk add-ons are used for management of credit risk exposure with regards to counterparty credit limits.

Credit derivatives 2013 2012
Credit derivatives, nominal amounts 12 383 9 392
Effect of collateral assets with a long term credit deterioration of 1 notch, for Moody's –298 –1 079
Effect of collateral assets with a long term credit deterioration of 1 notch, for Standard & Poor's –187 –482

Credit derivatives are used in customer trading but also to optimise the credit risk in trading portfolios with interest-bearing securities.

Maximum credit risk exposure, geographical distribution 2012
-------------------------------------------------------------- --
Sweden Estonia Latvia Lithuania Russia Ukraine Norway Denmark Finland USA Other Total
Assets
Cash and balances with central banks 2 195 9 362 4 641 5 405 577 102 5 881 347 79 876 21 650 23 130 058
Treasury bills and other bills eligible for
refinancing with central banks 14 579 108 1 236 8 1 313 659 14 2 566 20 483
States 13 868 108 1 234 8 78 659 14 2 566 18 535
Municipalities 711 2 713
Other 1 235 1 235
Loans to credit institutions 77 536 2 618 72 497 943 109 1 535 2 170 85 480
Repurchase agreements* 15 923 15 923
Loans to the public 1 084 308 51 719 30 802 32 512 2 741 1 591 23 541 1 147 6 297 4 106 100 1 238 864
Swedish National Debt Office 6 470 6 470
Repurchase agreements* 47 936 1 14 47 951
RE Residential 707 725 23 535 14 250 13 146 19 2 067 592 217 761 551
RE Commercial 114 027 11 844 9 217 7 298 1 931 738 4 378 283 711 2 940 153 367
Guarantees 17 554 1 546 918 2 164 23 458
Cash 11 024 133 16 254 11 427
Other 23 190 2 298 348 1 170 564 10 561 39 050
Unsecured 87 230 3 730 1 310 2 714 483 151 5 425 34 5 539 695 107 311
Bonds and other interest-bearing
securities 81 654 259 29 2 8 180 554 1 872 5 487 17 287 115 324
Housing finance institution 55 647 1 569 57 216
Banks 17 635 2 4 722 422 1 117 100 9 747 33 745
Other financial companies 2 757 455 5 383 762 9 357
Non-financial companies 5 615 259 29 3 458 132 300 4 5 209 15 006
Derivatives 26 916 211 108 88 1 7 157 1 864 8 131 2 403 55 385 102 265
Financial assets held for sale 99 99
Other financial assets 10 249 1 582 325 292 41 50 1 610 238 91 70 14 547
Contingent liabilities and commitments
Guarantees 15 889 2 360 1 312 808 274 17 1 556 30 46 50 22 342
Commitments 162 800 9 928 3 693 3 973 216 27 7 364 175 0 188 176
Total 1 476 126 78 039 41 090 44 913 4 793 1 904 49 239 4 601 103 838 35 447 77 650 1 917 639
% of total 78 4 2 2 0 0 3 0 5 2 4 100

* Fair value of received securities in repurchase agreements covers the carrying amount of the repurchase agreements.

Derivatives, netting gains and collateral held 2012

Sweden Estonia Latvia Lithuania Russia Ukraine Norway Denmark Finland USA Other Total
Positive fair value of contracts 26 916 211 108 88 1 7 157 1 864 8 131 2 403 55 385 102 265
Netting gains 13 199 211 80 88 1 4 100 1 587 7 630 1 325 42 420 70 640
Actual offset credit exposure 13 717 29 3 057 277 501 1 079 12 965 31 625
Collateral held** 3 186 1 302 178 20 844 11 261 16 791
Net credit exposures 10 531 29 1 755 99 481 235 1 704 14 834
Net credit exposures including
internal add-on*** 35 482 2 112 2 373 14 6 228 1 827 2 074 3 036 14 799 65 948

** Collateral consists of 98.0% cash, 1.8% AAA rated bonds by Standard & Poor's and 0.2% other quoted bonds.

*** Internal risk add-ons are used for management of credit risk exposure with regards to counterparty credit limits.

GIIPS exposure, carrying amount 2013 2012
Greece Ireland Italy Portugal Spain Total Greece Ireland Italy Portugal Spain Total
Bonds 1 86 27 48 162 84 26 5 115
of which sovereign 1 86 27 5 119 84 26 5 115
of which held to maturity 1 86 27 5 119 84 26 5 115
Loans (money market and certificates)
Loans (committed credit facilities) 4 4
Derivatives net* 3 6 70 79 47 37 102 186
Other** 89 9 98 15 80 95
Total 1 3 185 27 126 342 47 136 26 187 396

* Derivatives at market value taking into account netting and collateral agreements. Considering the bank's internal risk add-ons for counterparty risk at potential future change in prices, the derivative exposures amount to: Ireland SEK 10m (72), Italy SEK 338m (396) and Spain SEK 104m (218). Total SEK 452m (686).

** Includes trade finance and mortgage loans.

Loans to the public and credit institutions, carrying amount 2013

Loans individually assessed as not impaired Loans individually assessed as impaired Total
Before portfolio
provisions
Portfolio
provisions
After
portfolio
provisions
Before
provisions
Provisions After
provisions
Performing Past due
Geographical distribution
Sweden 1 045 902 1 763 558 1 047 066 2 364 790 1 573 1 048 639
Estonia 52 861 928 149 53 640 1 338 432 906 54 546
Latvia 27 606 959 294 28 271 2 145 1 032 1 113 29 384
Lithuania 33 065 1 146 168 34 043 1 563 489 1 074 35 117
Norway 32 831 172 46 32 957 9 9 32 958
Denmark 1 191 1 191 5 3 2 1 193
Finland 8 576 9 8 576 8 576
USA 3 099 2 3 099 3 099
Other 1 203 30 1 203 1 203
Loans to the public excluding the Swedish National Debt
Office and repurchase agreements 1 206 334 4 968 1 256 1 210 046 7 424 2 755 4 669 1 214 715
Sector/industry
Private customers 771 037 2 965 313 773 689 3 336 1 263 2 073 775 762
Mortgage loans, private 651 675 2 623 167 654 131 2 919 1 019 1 900 656 031
Tenant owner associations 87 157 10 35 87 132 10 7 3 87 135
Other, private 32 205 332 111 32 426 407 237 170 32 596
Corporate customers 435 297 2 003 943 436 357 4 088 1 492 2 596 438 953
Agriculture, forestry, fishing 67 650 179 83 67 746 229 63 166 67 912
Manufacturing 37 339 267 195 37 411 509 244 265 37 676
Public sector and utilities 21 307 132 36 21 403 13 6 7 21 410
Construction 14 383 89 48 14 424 178 71 107 14 531
Retail 28 599 177 117 28 659 276 119 157 28 816
Transportation 11 883 310 48 12 145 67 22 45 12 190
Shipping and offshore 24 749 12 24 737 946 211 735 25 472
Hotels och restaurants 5 885 37 25 5 897 62 22 40 5 937
Information and communications 4 502 16 13 4 505 6 2 4 4 509
Finance and insurance 17 673 5 9 17 669 2 1 1 17 670
Property management 164 556 484 223 164 817 1 042 379 663 165 480
Residential properties 45 931 87 31 45 987 391 130 261 46 248
Commercial 71 599 201 74 71 726 149 61 88 71 814
Industrial and warehouse 29 993 19 21 29 992 103 41 62 30 054
Other property management 17 032 177 97 17 112 399 147 252 17 364
Professional services 14 262 95 76 14 281 480 213 267 14 548
Other corporate lending 22 511 210 58 22 663 278 139 139 22 802
Loans to the public excluding the Swedish National Debt
Office and repurchase agreements 1 206 334 4 968 1 256 1 210 046 7 424 2 755 4 669 1 214 715
Loans to credit institutions excluding the Swedish
National Debt Office and repurchase agreements 132 461 132 461 75 63 12 132 473
Loans to the public and credit institutions 1 338 795 4 968 1 256 1 342 507 7 499 2 818 4 681 1 347 188

Loans to the public and credit institutions, carrying amount 2012

Loans individually assessed as not impaired
Loans individually assessed as impaired
Total
Before portfolio
provisions
Portfolio
provisions
After
portfolio
provisions
Before
provisions
Provisions After
provisions
Performing Past due
Geographical distribution
Sweden 1 026 473 2 913 625 1 028 761 1 958 993 965 1 029 726
Estonia 49 583 1 122 214 50 491 2 181 773 1 408 51 899
Latvia 27 927 904 369 28 462 4 449 2 110 2 339 30 801
Lithuania 29 738 1 630 236 31 132 2 241 876 1 365 32 497
Russia 2 589 1 45 2 545 411 217 194 2 739
Ukraine 993 32 1 1 024 2 586 2 020 566 1 590
Norway 23 531 33 30 23 534 30 22 8 23 541
Denmark 1 143 1 143 7 3 4 1 147
Finland 6 297 6 297 6 297
USA 4 108 2 4 106 4 106
Other 122 22 100 100
Loans to the public excluding the Swedish National Debt
Office and repurchase agreements
1 172 504 6 634 1 544 1 177 594 13 863 7 014 6 849 1 184 443
Sector/industry
Private customers 748 099 4 000 354 751 745 5 453 2 407 3 046 754 791
Mortgage loans, private 632 918 3 441 169 636 190 4 397 1 703 2 694 638 884
Tenant owner associations 82 110 46 53 82 103 53 25 28 82 131
Other, private 33 070 514 132 33 452 1 003 679 324 33 776
Corporate customers 424 405 2 634 1 190 425 849 8 410 4 607 3 803 429 652
Agriculture, forestry, fishing 65 198 375 52 65 521 527 213 314 65 835
Manufacturing 44 397 222 196 44 423 1 446 872 574 44 997
Public sector and utilities 19 323 302 37 19 588 41 16 25 19 613
Construction 13 776 142 73 13 845 725 524 201 14 046
Retail 28 036 256 153 28 139 1 086 719 367 28 506
Transportation 13 800 240 39 14 001 299 155 144 14 145
Shipping and offshore 21 040 19 21 021 342 206 136 21 157
Hotels och restaurants 5 946 42 35 5 953 175 72 103 6 056
Information and communications 2 653 53 16 2 690 40 20 20 2 710
Finance and insurance 18 590 2 18 18 574 83 62 21 18 595
Property management 157 269 488 331 157 426 2 249 995 1 254 158 680
Residential properties 47 409 130 69 47 470 746 292 454 47 924
Commercial 75 846 188 208 75 826 629 259 370 76 196
Industrial and warehouse 24 017 127 41 24 103 415 232 183 24 286
Other property management 9 997 43 13 10 027 459 212 247 10 274
Professional services 11 208 165 121 11 252 600 258 342 11 594
Other corporate lending 23 170 346 100 23 416 797 495 302 23 718
Loans to the public excluding the Swedish National Debt
Office and repurchase agreements 1 172 504 6 634 1 544 1 177 594 13 863 7 014 6 849 1 184 443
Loans to credit institutions excluding the Swedish
National Debt Office and repurchase agreements 139 890 2 139 888 75 62 13 139 901
Loans to the public and credit institutions 1 312 394 6 634 1 546 1 317 482 13 938 7 076 6 862 1 324 344

Impaired, past due and restructured loans 2013

Sweden Estonia Latvia Lithuania Norway Denmark Total
Impaired loans
Carrying amount before provisions 2 439 1 338 2 145 1 563 9 5 7 499
Provisions 853 432 1 032 489 9 3 2 818
Carrying amount after provisions 1 585 906 1 113 1 074 2 4 681
Share of impaired loans, net, % 0.13 1.65 3.79 3.06 0.00 0.18 0.35
Share of impaired loans, gross, % 0.21 2.41 6.98 4.37 0.03 0.17 0.55
Carrying amount of impaired loans that returned
to normal status during the period
933 734 608 203 1 5 2 485
Past due loans that are not impaired
Valuation category, loans and receivables
Loans with past due amount, 614 928 959 1 146 172 3 819
5-30 days 267 756 583 781 130 2 517
31-60 days 177 130 290 203 2 802
more than 60 days 170 42 86 162 40 500
Valuation category, fair value through profit or loss
Loans with past due amount 1 149 1 149
5-30 days 439 439
31-60 days 256 256
more than 60 days 454 454
Total 1 763 928 959 1 146 172 4 968
Loans which were restructured during the period and
which are not impaired or past due
Carrying amount before restructuring 698 288 549 325 651 2 511
Carrying amount after restructuring 698 284 505 325 651 2 463

Impaired, past due and restructured loans 2012

Sweden Estonia Latvia Lithuania Russia Ukraine Norway Denmark Total
Impaired loans
Carrying amount before provisions 2 033 2 181 4 449 2 241 411 2 586 30 7 13 938
Provisions 1 055 773 2 110 876 217 2 020 22 3 7 076
Carrying amount after provisions 978 1 408 2 339 1 365 194 566 8 4 6 862
Share of impaired loans, net, % 0.10 2.72 7.59 4.20 5.26 33.42 0.03 0.33 0.52
Share of impaired loans, gross, % 0.20 4.14 13.37 6.67 10.39 69.61 0.13 0.33 1.05
Carrying amount of impaired loans that returned
to normal status during the period 1 394 2 473 749 786 367 7 5 776
Past due loans that are not impaired
Valuation category, loans and receivables
Loans with past due amount, 790 1 122 904 1 629 32 33 4 510
5-30 days 529 825 610 1 330 2 1 3 296
31-60 days 192 242 284 193 912
more than 60 days 69 55 10 106 30 32 302
Valuation category, fair value through profit or loss
Loans with past due amount, 2 123 2 123
5-30 days 892 892
31-60 days 496 496
more than 60 days 735 735
Total 2 913 1 122 904 1 629 32 33 6 633
Loans which were restructured during the period and which are not impaired or past due
Carrying amount before restructuring 927 812 343 9 80 2 172
Carrying amount after restructuring 774 760 343 9 80 1 966

Impaired loans

Impaired loans are those for which it is likely that payment will not be received in accordance with the contractual terms. A loan is considered impaired when there is objective proof that a loss event has occurred at an individual level after the loan's first reporting date and a loss arises when the loan's anticipated future cash flows differ from the contractual cash flows (both discounted by the loan's original effective interest rate). Loss events on an individual level include when a borrower incurs financial difficulties, when financial it is likely that the borrower will file for bankruptcy or liquidation, when the borrower is facing a financial reconstruction, a breach of contract such as late or nonpayment of interest or principal or various concessions due to the borrower's financial difficulties. Exposures overdue by more than 60-90 days or those for which the terms have changed in a significant manner due to the borrower's financial difficulties are automatically considered impaired loans. A loan is not impaired if there is collateral that covers the principal, unpaid interest and any late fees by a satisfactory margin. Specified above are the reserves allocated for impaired loans as well as for other lending where loss events have occurred but where individual loans have not yet been identified.

Restructured loans

Restructured loans refer to loans whose contractual terms have been amended due to the customer's reduced ability to pay. The purpose of the restructuring is to get the borrower current on their payments again, or when this is not considered possible to maximise the repayment of outstanding loans. Changes in contractual terms include various forms of concessions, reductions in interest rates to below market rate, concessions on part or all of the loan or issuance of new loans to pay overdue interest or principal. Changes in contractual terms may be so significant that the loan is also considered impaired, which is the case if the restructuring reduces the original

loan's carrying amount regardless of one-off concessions. The restructured loan's carrying amount is determined by discounting future anticipated cash flows by the original loan's effective interest rate. Before a restructured loan can be reported as non-restructured again, all late or deferred payments must be fully paid, the original loan conditions must be restored or new market-rate conditions must be set, and the borrower must have made the last three payments or have been paying for at least a six-month period in accordance with the contract. If the loan is considered impaired, a new assessment must be made by the relevant decision-making body for the loan to no longer be reported as impaired. Restructured loans that are not classified as impaired or past due are specified above. The difference between these loans' carrying amounts before and after restructuring shows the effect of one-off concessions.

Loan write-offs

Loans are written off when the loss amount is ultimately determined. Write-offs are not included in impaired loans or restructured loans. Remaining loans that are partially written off are still included after the write-off in impaired loans or restructured loans. The loss amount is ultimately determined when a receiver has presented a bankruptcy distribution, when a bankruptcy composition has been adopted, when a concession has been granted or when the Swedish Enforcement Agency or a collection agency which the Group works with has reported that an individual has no distrainable assets. When a loan is written off, the claim against the borrower normally is not forgiven. In general, a proof of claim is filed against the borrower or guarantor after the write-off. A proof of claim is not filed when a legal entity has ceased to exist due to a bankruptcy, when a bankruptcy composition has been adopted or when receivables have been completely forgiven. Loans are also written off after the disposal of impaired loans. Previous provisions are utilised in connection with the write-off.

Loans provisions 2013

Sweden Estonia Latvia Lithuania Russia Ukraine Norway Denmark USA Finland Other Total
Opening balance 1 682 987 2 479 1 112 262 2 021 52 3 2 22 8 622
New provisions 219 –208 –23 –101 –113
Utilisation of previous provisions –363 –103 –991 –232 –13 –1 702
Reversal of previous provisions –142 –50 –113 –82 –387
Portfolio provisions for loans that are not impaired –63 –78 –92 –76 11 9 8 –281
Change in exchange rates 79 33 66 36 4 218
Discontinued operations –262 –2 021 –2 283
Closing balance 1 412 581 1 326 657 54 3 2 9 30 4 074
Total provision ratio for impaired loans, % (Includ
ing portfolio provision in relation to loans that
individually are assessed as impaired)
156 43 62 42 604 61 54
Provision ratio for individually assessed impaired
loans, %
33 32 48 31 95 61 38

Loans provisions 2012

Sweden Estonia Latvia Lithuania Russia Ukraine Norway Denmark USA Finland Other Total
15 256
Opening balance 1 962 1 975 4 425 2 419 592 3 856 25 2 1515 256
New provisions 251 –371 65 32 –14 1 143 11 1 1 118
Utilisation of previous provisions –310 –333 –1 412 –824 –269 –2 237 –5 385
Reversal of previous provisions –105 –115 –150 –428 –119 –540 –1 457
Portfolio provisions for loans that are not impaired –164 –141 –352 –4 90 179 17 2 22 –351
Change in exchange rates 48 –28 –97 –83 –18 –380 –1 –559
Closing balance 1 682 987 2 479 1 112 262 2 021 52 3 2 22 8 622
Total provision ratio for impaired loans, % (Includ
ing portfolio provision in relation to loans that
individually are assessed as impaired)
86 45 56 50 64 78 176 46 62
Provision ratio for individually assessed impaired
loans, % 51 35 47 39 53 78 73 46 51

Concentration risk, customer exposure

2013 2012
Number 0 0
Exposures > 20% of the capital base 0 0
Exposures between 10% and 20% of the capital base 0 0
Total 0 0
Usage of the 800% limit, % 0 0

Collateral that can be sold or pledged even if the counterparty fulfils its contractual obligations

When it grants repos, the Group receives securities that can be sold or pledged. The fair value of these securities covers the carrying amount of the repos. The Group also receives collateral in the form of securities that can be sold or pledged for derivatives and other exposures. The fair value of such collateral as of year-end amounted to SEK 1 993m (150). None of this collateral had been sold or repledged as of year-end.

Assets taken over for protection of claims and cancelled leases

The Group takes over properties to recover as much lost cash flow as possible from defaulted loans thereby minimising credit impairments. This is expected to be done through active asset management and other value-creation measures. Another aim is to minimise the cost of ownership while the repossessed property is held.

Properties are repossessed to be immediately divested or to be held long-term to generate rental income and appreciation in value. The Group has created separate units specialised in managing repossessed property, such as Ektornet. Ektornet's property portfolio is highly diversified in terms of type of property, size, standard, value and geographical market. Properties that are considered to have significant growth

potential are assigned to a core portfolio, where each property is managed separately until the goal of the holding is met in the best way. Other property holdings that are of insignificant value individually are divested as soon as possible taken into account market conditions. The majority of the properties are expected to be divested one by one, although other methods could also be used. The Group's holding of investment properties, which have overwhelmingly been acquired to protect receivables, are reported in note G31 Investment properties. The majority of other repossessed property is immediately divested.

Gains/losses
2013 Operating income Operating expenses Depreciation Impairment at disposal Net profit
Properties recognised as inventory 11 40 413 224 –218
Investment properties, with rent income 99 60 40 205 144 –62
Investment properties, without rent income 4 3 –7
Shares and other participating interests 82 82
Other 130 136 18 26 2
Total 240 240 43 636 476 –203
Gains/losses
2012 Operating income Operating expenses Depreciation Impairment at disposal Net profit
Properties recognised as inventory 21 64 138 121 –60
Investment properties, with rent income 231 153 99 258 90 –189
Investment properties, without rent income 1 3 58 –62
Shares and other participating interests 17 17
Other 209 170 12 27
Total 461 388 102 466 228 –267
2013 2012
Carrying
amount, over
taken during
Carrying Carrying
Number 2013 amount Fair value Number amount Fair value
Estonia
Properties recognised as inventory 91 150 163 323 277 302
Investment properties 13 12 13 28 28 35
Vehicles 33 1 1 766 10 10
Shares and other participating interests 1 36 36
Total 137 163 177 1 118 351 383
Latvia
Properties recognised as inventory 950 32 617 759 3 825 1 246 1 503
Investment properties 40 280 370 66 478 547
Vehicles 140 3 9 9 2 810 27 25
Other 8 9 9 148 12 12
Total 1 138 35 915 1 147 6 849 1 763 2 087
Lithuania
Properties recognised as inventory 236 27 151 161 442 245 246
Investment properties 8 21 21 52 112 122
Vehicles 207 20 52 72 627 54 76
Total 451 47 224 254 1 121 411 444
USA
Properties recognised as inventory 2 276 276 2 531 531
Investment properties 1 174 174 4 686 686
Shares and other participating interests 1 10 10
Total 3 450 450 7 1 227 1 227
Ukraine
Properties recognised as inventory 287 61 174 174 215 294 297
Investment properties 8 34 73 73 827 217 217
Total 295 95 247 247 1 042 511 514
Sweden
Properties recognised as inventory 5 14 14
Investment properties 7 361 361
Vehicles 17 1 1 31 2 2
Shares and other participating interests 2 22 22 22
Other 20 10 13 20 4 5
Total 39 22 33 36 63 381 382
Other countries
Properties recognised as inventory 2 5 5 2 47 47
Investment properties 1 78 78 14 369 369
Vehicles 1 2 2
Shares and other participating interests 1 1 4 4
Total 4 83 83 18 422 422
Total
Properties recognised as inventory
1 568 120 1 373 1 539 4 814 2 654 2 940
Investment properties 71 34 638 729 998 2 251 2 337
Vehicles 397 24 63 82 4 235 95 115
Shares and other participating interests 3 22 22 22 3 50 50
Other 28 19 22 168 16 17
Total 2 067 200 2 115 2 394 10 218 5 066 5 459

The Group's investment properties are primarily owned by Ektornet. The fair values of the investment properties have been determined mainly by cash flow analyses for each asset. Each property is measured individually. Because several sub-markets have a limited number of commercial property transactions, it is difficult to apply direct area price methods. Appraisals have been based on assumptions using available market information on completed transactions and on the rental market. Appraisals have also included property specific variables concerning income, expenses and investment needs. Fair values are primarily determined by internal appraisers with extensive knowledge of the properties and the relevant market. The internal assumptions in the

appraisal are considered so significant that the appraisal is attributed to level 3 in the fair value hierarchy. Impaired properties are measured at value in use. Certain individual properties whose sale is imminent have been measured at their anticipated sales price, however. In those cases the appraisal is attributed to level 2 in the fair value hierarchy.

Capital requirement for credit risks

The capital requirement for credit risks for Swedbank (financial companies group) on 31 December 2013 totalled SEK 28 041m (31 095). For more information, see note G4 Capital.

Liquidity risk

DEFINITION

Liquidity risk refers to the risk of the Group not being able to meet payment obligations at maturity without a significant increase in the cost to obtain the means of payment due to high borrowing costs or unfavourable prices when divesting assets.

In line with the Group's risk appetite, the Board of Directors has set limits for liquidity risk. Swedbank's liquidity portfolio is subject to limits in terms of size requirements and composition guidelines. The Board has also set a requirement for minimum unused room in the cover pool for issuance of covered bonds (Over Collateralisation, OC). The purpose of this limit is to be able to offset a price decline in the property market. There is also a limit set for Swedbank's liquidity risk in terms of survival period at the Group level. In addition, there are other limits which set a ceiling for cumulative negative cash flows during a given time period.

Financing and liquidity strategy

Group Treasury has the overarching responsibility for managing the Swedbank Group's liquidity within the mandates established by the Board of Directors and the CEO. Survival horizon, the most important measure in liquidity risk management, is a stress test that measures how long the bank can meet its contractual cash flows without access to the capital market.

The financing strategy is based on asset structure. More than half of lending consists of Swedish mortgages, which are primarily funded with covered bonds. Swedbank is the savings leader in its home markets. Deposit volumes, together with covered bonds and shareholders' equity, cover nearly all its funding requirements. As a result, Swedbank has limited structural need for senior unsecured funding. The financing strategy is also closely linked to the credit quality of the assets in the balance sheet. One of Swedbank's priorities in managing liquidity risk is to ensure the high quality of the lending portfolio. Swedbank tries to match volumes and maturities for all unsecured funding.

The share of senior funding is determined mainly by the bank's liquidity needs and the buffer it wants to keep in its collateral pool in the form of surplus values (so-called over collateralisation) to withstand changes in housing prices.

Liquidity reserve

The purpose of building up and maintaining a liquidity reserve is to reduce the Group's liquidity risk. When Swedbank faces a high volume of maturing bonds, the liquidity reserve must be adjusted to meet these maturities in various types of stressed scenarios in the capital markets where access to financing may be limited or where markets are fully or partly closed over an extended time period. This also means that when Swedbank's maturities are lower, the liquidity reserve can be reduced, since refinancing needs decrease, as does liquidity risk. The Board of Directors has also set a floor for Group Treasury's liquidity portfolio. The portfolio must exceed a given volume and has to be invested in liquid and pledgeable assets (not to be confused with the liquidity reserve, which in addition to the liquidity portfolio includes liquidity placed with central banks and in the overnight market).

Liquidity reserve *

According to the templated defined by the Swedish Bankers' Association

Cash and balances with central banks 59 382
Deposits in other banks, available over night 397
Securities issued or guaranteed by sovereigns, central banks or multinational development banks 68 054
Securities issued or guaranteed by municipalities och public sector entities
Covered bonds 54 002
Issued by other institutions 54 002
Securities issued by financial corporates (excl. covered bonds) 2 096
Total 183 931

* 90% (96) of the securities in the liquidity reserver per December 31 2013 are rated AAA.

Additional liquid assets, Group **

Securities issued or guaranteed by sovereigns, central banks or multinational development banks 6 253
Securities issued or guaranteed by municipalities och public sector entities 265
Covered bonds 38 717
Issued by other institutions 33 659
Own issued 5 058
Securities issued by non-financial corporated 1 513
Securities issued by financial corporates (excl. covered bonds) 5 762
Total 52 510

** 82% (80) of the additionally liquid assets fulfill the requirements of the Swedish Bankers' Association's template, except that they are held outside Treasury.

Summary of maturities

In the summary of maturities, undiscounted contractual cash flows are distributed on the basis of remaining maturities until the agreed time of maturity. For lending to the public, amortising loans are distributed based on the amortisation schedule. Liabilities whose repayment date may depend on various options are distributed based on the earliest date on which repayment could be demanded. Differences between the nominal amount and carrying amount, the discount effect, are reported in the column "No maturity date/discount effect". This column also includes items without an agreed maturity date and where the anticipated realisation date has not been determined.

Undiscounted contractual cash flows
Remaining maturity 2013 Payable on
demand
< 3 mths. 3 mths.—1 yr 1—5 yrs 5—10 yrs > 10 yrs No maturity/
discount
effect
Total
Assets
Cash and balances with central banks 59 382 59 382
Treasury bills and other bills eligible for refinancing
with central banks
28 394 5 163 12 840 5 992 1 572 2 853 56 814
Loans to credit institutions 3 741 70 693 2 875 4 299 395 322 –47 82 278
Loans to the public 89 249 87 804 259 851 104 248 719 145 4 613 1 264 910
Bonds and other interest-bearing securities 17 096 27 987 73 336 2 620 588 3 958 125 585
Financial assets for which the customers bear the investment risk 31 061 1 752 9 862 11 277 44 287 21 209 119 448
Shares and participating interests 10 749 10 749
Derivatives 22 942 16 570 29 140 5 033 1 060 –10 393 64 352
Intangible fixed assets 13 658 13 658
Tangible assets 3 140 3 140
Other assets 17 232 2 493 19 747 20 491
Total 63 123 276 667 144 644 389 347 129 565 766 974 50 487 1 820 807
Liabilities
Amounts owed to credit institutions 30 148 89 822 2 020 628 108 –1 105 121 621
Deposits and borrowings from the public 499 993 83 726 31 854 4 950 199 131 620 853
Debt securities in issue 90 526 112 444 476 203 38 184 17 574 –7 225 727 706
Financial liabilities where customers bear the investment risk 57 171 1 651 9 631 10 743 40 304 1 077 120 577
Derivatives 28 076 14 733 27 071 6 132 2 109 –23 110 55 011
Other liabilities 38 185 9 899 3 389 1 280 2 422 55 175
Subordinated liabilities 4 564 5 003 592 10 159
Equity 109 705 109 705
Total 530 141 387 506 172 601 521 872 61 210 67 543 79 934 1 820 807

The large part of deposits from the public is contractually payable on demand. Despite the contractual terms, the deposits are essentialy a stable and a long-term source of funding.

Undiscounted contractual cash flows
Remaining maturity 2012 Payable on
demand
< 3 mths. 3 mths.—1 yr 1—5 yrs 5—10 yrs > 10 yrs No maturity/
discount
effect
Total
Assets
Cash and balances with central banks 130 058 130 058
Treasury bills and other bills eligible for refinancing with central banks 2 056 1 832 7 060 3 875 1 551 4 109 20 483
Loans to credit institutions 16 519 62 026 2 438 2 163 668 324 1 342 85 480
Loans to the public 93 967 91 041 242 107 104 778 699 648 7 323 1 238 864
Bonds and other interest-bearing securities 10 463 25 455 71 801 3 330 618 3 657 115 324
Financial assets for which the customers bear the investment risk 29 964 1 502 8 464 9 262 36 970 18 032 104 194
Shares and participating interests 11 658 11 658
Derivatives 19 001 23 295 54 006 6 562 994 –1 593 102 265
Intangible fixed assets 13 440 13 440
Tangible assets 7 031 7 031
Other assets 15 054 2 994 15 18 063
Total 146 577 232 531 148 557 385 616 128 475 740 105 64 999 1 846 860
Liabilities
Amounts owed to credit institutions 27 251 91 833 2 887 1 773 490 1 –2 033 122 202
Deposits and borrowings from the public 457 997 87 947 28 404 5 087 132 96 579 663
Debt securities in issue 111 534 91 066 509 909 28 864 16 946 9 135 767 454
Financial liabilities where customers bear the investment risk 50 883 1 460 8 334 8 913 34 580 934 105 104
Derivatives 19 226 22 092 47 176 6 136 1 883 –4 372 92 141
Other liabilities 41 892 11 519 4 442 1 512 3 438 62 803
Subordinated liabilities 7 850 5 507 950 14 307
Equity 103 186 103 186
Total 485 248 403 315 157 428 576 721 53 897 62 451 107 800 1 846 860

The large part of deposits from the public is contractually payable on demand. Despite the contractual terms, the deposits are essentialy a stable and a long-term source of funding.

Risk measurement

Aside from Group Treasury's overarching responsibility, Group Risk identifies all relevant aspects of liquidity risk and measures, monitors and reports liquidity risks on a daily basis. In addition to the analyses conducted at a group level, analyses are also done for individual currencies. Moreover, Swedbank uses a number of methods and systems to ensure it can meet its payment obligations and commitments every day, under normal as well as stressed conditions. Managing intra-day payments includes monitoring and verifying that payment obligations are executed punctually and that any financing needs are identified.

The calculation of Swedbank's liquidity risk is based on the Group's future contracted net cash flows, which are accumulated over time and generate a survival horizon. Cash flows from liquid assets are modelled based on conservative estimates of when, at the earliest, they can be realised.

In addition to the survival horizon, Swedbank analyses liquidity risk based on the effect of non-contracted flows through simulations and various stress tests. The analyses of the Group's future liquidity flows provide important information for liquidity risk management, not least with respect to the planning of the Group's future liquidity needs.

Moreover, the Group's liquidity risks are monitored with a number of different risk measures such as Liquidity Coverage Ratio (LCR) and Net Stable Funding Ratio (NSFR). The purpose of LCR is to ensure that Swedbank's liquidity reserve is large enough to manage short-term outflows in stressed situations. A new Swedish regulation that applies as of 1 January 2013 (FFFS 2012:6) mandates a minimum level of 100% in total and for USD and EUR individually. Besides the Swedish regulation, Swedbank reports LCR according to pending Basel regulations.

NSFR, which is expected to be introduced in 2018, measures the matching between maturities of longer than one year for assets and liabilities on Swedbank's balance sheet and aims to ensure that long-term lending which essentially is not renewable is financed to a satisfactory degree by long-term funding. As a complement to regulatory-related risk measures, Swedbank also reports liquid assets in relation to funding maturing in the next 3, 6 and 12 months. A figure over 100% indicates that the volume of liquid assets exceeds the expiring funding. Relevant figures are provided in the table

below, where LCR is also shown based on FFFS 2012:6, broken down into its main components using the Riksbank's recommendations on increased transparency.

To identify and act on increased liquidity risks as early as possible, Swedbank uses a number of forward-looking risk indicators, such as volatilities in selected market prices, and price discrepancies between various financial instruments. These indicators can signal increased stress in the financial markets and hence increased liquidity risks. Swedbank has developed special continuity plans to manage the effects that would arise in case of serious market disruptions. These plans exist for the Group level and for the local level in the countries where Swedbank operates.

Stress tests

Stress tests are conducted regularly to increase readiness for possible disruptions in the market. The stress tests focus on Swedbank-specific as well as market-related disruptions; these analyses also take into account the combined effects that would occur if both kinds of issues arise simultaneously.

In the scenarios, a number of the risk drivers which underlie the liquidity curve are stressed to levels that are unlikely, but not inconceivable. Examples include large-scale withdrawals from deposit accounts, severe utilisation of credit facilities and increased collateral requirements for various purposes. In addition, the scenario assumes that Swedbank's liquidity reserve will fall in value, as will the properties that serve as collateral for the loans in the mortgage operations. The latter risk driver impacts Swedbank's ability to issue covered bonds, which are of strategic importance for its funding. Finally, it assumes that access to capital markets dries up, but that Swedbank's liquid assets can still generate liquidity.

The table below provides a snapshot of the cover pool as of 31 December 2013. ("Current") and illustrates the effects on Swedbank mortgage's OC given various price declines for the mortgages in the pool which could occur over a time period. The more prices fall, the more difficult it becomes to issue bonds. Swedbank's Board of Directors has set a minimum OC level, however, which the bank may not go below regardless of the OC requirements of the rating agencies. The bank's goal is to withstand a substantial and immediate decline in housing prices and still meet the requirements of the Board and ratings agencies.

Cover pool sensitivity analysis, house price decline

31 December 2013

House price decline Current –5% –10% –15% –20% –25% –30% –35% –40% –45% –50%
Total assets in the cover pool, SEKbn 737.2 730.5 718.7 701.7 681.0 657.2 630.7 601.5 569.8 535.6 499.0
Total outstanding covered bonds, SEKbn 512.1 512.1 512.1 512.1 512.1 512.1 512.1 512.1 512.1 512.1 512.1
Over collateralisation level, % 44.0% 42.6% 40.3% 37.0% 33.0% 28.3% 23.2% 17.5% 11.3% 4.6% –2.6%
Liquitity coverage ratios, current regulation FFFS 2011:37 31 Dec 31 Dec
% 2013 2012
Liquidity coverage ratio (LCR), Total 142 139
Liquidity coverage ratio (LCR), EUR 662 269
Liquidity coverage ratio (LCR), USD 618 293
Liquidity coverage ratio (LCR), SEK* 45

*For LCR in SEK there is no explicit regulation to fullfil 100%, which is the case for total LCR and in USD and EUR

Liquidity coverage ratio (LCR), FFFS 2012:6, Total 31 Dec 31 Dec
SEKbn 2013 2012
Liquid assets level 1 132 157
Liquid assets level 2 74 83
Liquidity reserve* 206 240
Customer deposits 87 76
Market borrowing 110 140
Other cash outflows 30 37
Cash outflows 227 253
Inflow from maturing lending to non-financial customers 9 12
Other cash inflow 73 68
Cash inflows 82 80

(LCR = Liquid assets / (total outflows - total inflows)

LCR, Basel committees recommendation BCBS238 as of 2013-01-06 31 Dec 31 Dec % 2013 2012 LCR, total 168 168 Liquidity and funding ratios 31 Dec 31 Dec % 2013 2012 Net stable funding ratio (NSFR)** 89 91 Available stable funding (ASF), SEKbn 1 051 1 040 Required stable funding (RSF), SEKbn 1 178 1 148

Liquid assets in relation to maturing funding during next 3, 6 and 12 months***

Liquidity reserve 3 months 135 142
Liquidity reserve 6 months 88 102
Liquidity reserve 12 months 74 89
Liquidity reserve + additional liquid assets 3 months 174 180
Liquidity reserve + additional liquid assets 6 months 113 130
Liquidity reserve + additional liquid assets 12 months 95 113

* Liquidity reserve according to FFFS 2012:6 definition

  • ** NSFR calculated in accordance with Swedbank's interpretation of the current proposal for regulation
  • *** Liquidity reserve according to definition by the Swedish Bankers' Association. Additional liquid assets: Assets, pledgeable in central banks, held by the group outside of Group Treasury.
  • Maturing funding: maturing short-term CP/CD's, and net of lending and borrowing to/from credit institutions (net Interbank)

Other liquid assets: Pledgeable assets not included in the liquidity reserve Maturing funding: Maturing long- and short-term capital market funding and net of lending and borrowing to/from credit institutions (net interbank)

Debt issuance In 2013 Swedbank issued a total of SEK 103bn in long-term debt instruments. Swedbank has remained active in several capital markets to diversify its funding. The majority of the issues were covered bonds, though also in the form of uncovered bonds

Debt securities in issue

Turnover during the year 2013 2012
Commercial papers
Opening balance 115 135 122 970
Issued 493 982 485 486
Repurchased –600 –3 508
Repaid –502 001 –497 920
Change in market values 65 10 480
Change in exchange rates –6 411 –2 373
Closing balance 100 170 115 135
Covered bond loans
Opening balance 518 238 525 892
Issued 73 311 77 029
Repurchased –33 972 –64 134
Repaid –43 390 –20 870
Change in market values –1 826 321
Closing balance 512 361 518 238
Bond loans with state guarantee
Opening balance 30 392 75 568
Repurchased –10 928 –6 767
Repaid –10 076 –36 646
Change in market values –902 –294
Change in exchange rates 92 –1 469
Closing balance 8 578 30 392

where a new funding programme was introduced primarily for US investors (under rule 144a of the US Securities Act).

Turnover during the year 2013 2012
Other interest-bearing bond loans
Opening balance 88 747 39 440
Issued 25 757 60 778
Repurchased –976 –2 316
Repaid –21 649 –8 830
Change in market values –123 1 379
Change in exchange rates 1 142 –1 704
Closing balance 92 898 88 747
Structured products
Opening balance 14 942 17 588
Issued 4 017 5 155
Repaid –5 245 –8 243
Change in market values –17 443
Change in exchange rates 2 –1
Closing balance 13 699 14 942
Total debt securities in issue 727 706 767 454

NOTES, GROUP

Distribution by type of liability (row) and encumbered asset (column), SEKm

2013 Govern
ment debt
instruments
Central banks
and suprana
tional debt
instruments
Covered
bonds
Debt instru
ments issued
by credit insti
tutions
Securities
issued by
corporate and
other issuers
Asset
backed
securities
(ABS)
Mortgage
loans
Cash Total
Intraday settlement 1 912 9 243 11 155
Repurchase agreements 1) 19 272 7 475 26 747
Derivatives 2) 968 1 266 7 178 9 412
Covered bonds 3) 514 186 514 186
Other 4) 860 510 1 370
Total 22 152 17 984 860 514 186 7 688 562 870
Financial assets pledged for insurance policyholders 118 627

Additional assets available for secured funding, SEKm

2013 Govern
ment debt
instruments
Central banks
and suprana
tional debt
instruments
Covered
bonds
Debt instru
ments issued
by credit insti
tutions
Securities
issued by
corporate and
other issuers
Asset
backed
securities
(ABS)
Mortgage
loans
Cash Total
Securities 5, 6) 39 699 32 925 80 358 14 248 9 157 705 177 092
Cover pool over collateralisation 7) 226 029 226 029
Cover pool eligible assets 8)
Total 39 699 32 925 80 358 14 248 9 157 705 226 029 403 121

Distribution by type of liability (row) and encumbered asset (column), SEKm

2012 Govern
ment debt
instruments
Central banks
and suprana
tional debt
instruments
Covered
bonds
Debt instru
ments issued
by credit insti
tutions
Securities
issued by
corporate and
other issuers
Asset
backed
securities
(ABS)
Mortgage
loans
Cash Total
Intraday settlement 2 12 369 12 371
Repurchase agreements 1) 12 992 13 496 26 488
Derivatives 2) 162 862 14 120 15 144
Covered bonds 3) 519 079 519 079
Other 4) 366 366
Total 13 156 26 727 519 079 14 486 573 448
Financial assets pledged for insurance policyholders 103 083

Additional assets available for secured funding, SEKm

2012 Govern
ment debt
instruments
Central banks
and suprana
tional debt
instruments
Covered
bonds
Debt instru
ments issued
by credit insti
tutions
Securities
issued by
corporate and
other issuers
Asset
backed
securities
(ABS)
Mortgage
loans
Cash Total
Securities 5, 6) 26 883 3 265 84 045 11 393 8 203 1 059 134 848
Cover pool over collateralisation 7) 181 828 181 828
Cover pool eligible assets 8) 11 608 11 608
Total 26 883 3 265 84 045 11 393 8 203 1 059 193 436 328 284

1) Repoed securities.

2) Collateral posted under CSA agreements, gross (3-year, SEKm, High: 21 572 (21 572), Low: 10 086 (10 945), Average: 14 223 (13 644)).

3) Of which accrued interest of encumbered assets in the cover pool amounts to SEK 2 091m (2 330).

4) Collateral pledged in securities lending activities and with exchanges.

5) Reversed repos are included.

6) All type of securities, including securities non pledgeable at central banks, of which 78% are rated AAA (82), 2% are rated below A- (2) and 7% are not rated (8).

7) Of which accrued interest of assets in the cover pool amounts to SEK 932m (831).

8) Securities received as collateral in for example reversed repo transactions that; either have (encumbered) or have not (unencumbered), been used as collateral by Swedbank.

Capital requirement for liquidity risk

Today banks and financial institutions do not face any capital requirements for liquidity risk. However, disruptions to liquidity can arise due to an imbalance between risk and capital. The purpose of the internal capital adequacy assessment process is to prevent this type of imbalance.

Market risk

DEFINITION

Market risk refers to the risk that the Group's results, equity or value will decrease due to changes in risk factors in financial markets. Market risk includes interest rate risk, currency risk, share price risk and commodity risk, as well as risks from changes in volatilities and correlations.

Risk management

The Group's total risk-taking is governed by the risk appetites decided by the Board, which limit the nature and size of financial risk-taking. Only so-called risk-taking units, i.e. units assigned a risk mandate by the CEO, are permitted to take market risks. To monitor the limits allocated by the CEO, the Group's Chief Risk Officer has established so-called escalation limits as well as various types of indicators that, when they reach certain levels, indicate an elevated risk in particular activities. In addition to Chief Risk Officer's limits and selected indicators, local business area limits serve as important tools in the risk-taking units' daily activities. The Group's market risk analysis department is responsible, on a daily basis, for measuring, monitoring and reporting market risks within Swedbank.

The majority of the Group's market risks are of a structural or strategic nature and are managed primarily by Group Treasury. Structural interest rate risks are natural in a bank that handles deposits and loans. Interest rate risk arises primarily when there is a difference in maturity between the Group's assets and liabilities. They are managed by Group Treasury, within given mandates, largely by matching these maturities either directly or through the use of various derivatives such as interest rate swaps. Strategic interest rate risks usually arise through risks tied to holdings in foreign operations as well as when deposits and lending are in different currencies. These risks are managed, within given mandates, with forward contracts, among other things.

Risk measurement

Swedbank uses a number of different risk measures, both statistical and non-statistical, to guide the Group's risk-taking units and ensure strict compliance. Statistical measures such as Value-at-Risk (VaR) and Stressed Value-at-Risk (SVaR) are important tools in Swedbank's risk management process and are used to, among other things, calculate the Group's capital requirement.

VaR uses a model to estimate a probability distribution for the change in value of Swedbank's portfolios based on the last year's movements in various market risk factors such as interest rates and equity prices. The estimation is based on the hypothetical assumption that the portfolios will remain unchanged over a specific time horizon. The Group uses a VaR model with a confidence interval of 99 per cent and a time horizon of one trading day. Statistically, this means that the potential loss for a portfolio will exceed the VaR amount one day out of 100. VaR is a useful tool not only to determine the risk level for an individual security or asset class, but mainly to compare levels between various risk factors.

Since VaR is a model based on a number of assumptions, Swedbank evaluates the VaR model's reliability on a daily basis with backtesting. Ordinary VaR and Stressed VaR (SVaR) differ slightly in that the stressed model applies market data from a oneyear period of considerable stress. The period selected by Swedbank was from spring 2008 and one year forward.

Non-statistical measures such as sensitivity analyses are an important complement to VaR and SVaR, since in some cases they provide a deeper understanding of the market risk factors being measured.

In addition to VaR and various types of sensitivity analyses, Swedbank conducts an extensive array of stress tests. These tests can be divided into three groups: historical, forward-looking and method and model stress scenarios. The purpose of these stress tests, and the scenarios that serve as a basis for them, is to further identify significant movements in risk factors or losses that could arise due to exceptional market disruptions.

RISK EXPOSURE

Swedbank's market risks primarily arise in trading operations, which are conducted in the Large Corporates & Institutions (LC&I) business area or within the Group's banking operations (managed by Group Treasury).

Value-at-Risk (VaR)

Despite a growing debt crisis in Europe and the US, volatility in the financial markets decreased during the year, helping to reduce VaR for all of the Group's asset classes. The Group's total VaR does not include strategic currency risks, since a VaR measure based on one trading day is irrelevant for positions the Group intends to hold for longer periods.

Jan-Dec 2013 (2012) 2013 2012
SEKm Max Min Average 31 Dec 31 Dec
Interest rate risk 99 (141) 49 (69) 75 (102) 66 71
Currency risk 17 (14) 2 (3) 8 (6) 10 5
Share price risk 9 (14) 1 (3) 3 (7) 3 4
Diversification -12 (-19) -13 -14
Total 101 (131) 58 (66) 74 (96) 66 66

Interest rate risk

Interest rate risk

Interest rate risk refers to the risk that the value of the Group's assets, liabilities and interest-related derivatives will be negatively affected by changes in interest rates or other relevant risk factors.

The majority of the Group's interest rate risks are structural and arise within the banking operations when there is a mismatch between the interest fixing periods of assets and liabilities, including derivatives. The interest rate risk in fixed-rate assets, primarily customer loans, accounts for the large part of this risk and is hedged through fixed-rate funding or by entering into various types of swap agreements. Interest rate risk also arises within trading operations through customer-related activities.

An increase in all market interest rates of one percentage point (including real interest rates) would have increased the value of the Group's assets and liabilities, including derivatives, by SEK 75m (-117). This includes portions of the bank's deposits assigned a duration between two and three years. The effect on positions in SEK would have been SEK 250m (-267), while positions in foreign curreny would have been reduced by SEK 175m (150). The Group's net gains and losses on financial items at fair value would have been affected by SEK -608m (–52) as of 31 December 2013, with the biggest contributions coming from the Group's liquidity portfolio and the trading operations within the LC&I business area.

Net Interest Income Sensitivity

To further capture structural interest rate risks that arise in the Group, its net interest income sensitivity is also measured on a regular basis. Net interest income sensitivity is affected by the structural risks within Swedbank's savings operations, where different products display different degrees of sensitivity to changes in market rates.

The magnitude of the interest rate change depends partly on the remaining interest fixing period for the Group's fixed-rate assets, liabilities and derivatives and partly on the extent to which the Group is able to adapt the interest rates on variable-rate lending and deposits. A review of net interest income risk, measured as the sensitivity to a lasting change in all interest rates by one percentage point, is shown in note G56.

Credit spread risk

Credit spread risk refers to the risk that the value of the Group's assets and liabilities, including derivatives, may fluctuate due to changes in the issuer-specific interest markup (the credit spread). The Group's credit spread risks are concentrated in customerrelated business and other types of mandates (managed by the trading operations) as well as in the liquidity portfolio consisting of interest-bearing assets.

An increase in all issuer-specific spreads of 1 bp as of 31 December 2013 would have reduced the value of the Group's interest-bearing assets, including derivatives, by SEK 18m (13).

Change in value if the market interest rate rises by one percentage point The impact on the net value of assets and liabilities, including derivatives, (SEKm) when market interest rates rise by one percentage point.

6—12
2013 < 3 mths. 3—6 mths. mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –36 –172 –323 –464 1 524 –39 –247 –6 12 250
Foreign currency –59 –85 70 –12 –27 –16 –14 –18 –14 –175
Total –96 –256 –253 –476 1 497 –54 –261 –23 –3 75

In the table above, part of deposits from the public on demand have been assigned a fixed interest period of between 2 and 3 years.

of which positions valued at market value

6—12
2013 < 3 mths. 3—6 mths. mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –171 –127 –33 –115 –38 –62 –126 45 –2 –630
Foreign currency 5 –34 46 27 –10 15 –11 –13 –1 22
Total –167 –161 13 –88 –49 –47 –138 32 –3 –608

The impact on the net value of assets and liabilities, including derivatives, (SEKm) when market interest rates rise by one percentage point.

2012 < 3 mths. 3—6 mths. 6—12
mths.
1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –32 58 –646 –904 1 432 –256 –61 28 114 –267
Foreign currency –61 34 1 82 52 –10 10 63 –21 150
Total –93 92 –644 –822 1 483 –266 –51 91 93 –117

In the table above, part of deposits from the public on demand have been assigned a fixed interest period of between 2 and 3 years.

of which positions valued at market value

2012 < 3 mths. 3—6 mths. 6—12
mths.
1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –304 80 –29 –160 262 –240 –83 74 114 –285
Foreign currency –34 62 –54 90 66 12 25 73 –6 233
Total –338 142 –82 –70 328 –228 –58 146 108 –52

Currency risk

Currency risk

Currency risk refers to the risk that the value of the Group's assets and liabilities, including derivatives, may fluctuate due to changes in exchange rates or other relevant risk factors. The predominant share of Swedbank's currency risk is of a structural or strategic nature. Strategic currency risk mainly arises in connection with investments in foreign operations. These exposures are currency hedged, with the exception of goodwill and other intangible assets. The strategic currency risk mainly arises through the Group's operations in Latvia and Lithuania, where a large share of lending is in euro, while deposits are denominated in local currency (Latvian lat and Lithuanian litas). The currency risks that arise in other parts of the Group, e.g. within trading, are low compared with the risks in these non-Nordic operations. Currency risks that arise in the banking operations or that are strategic in nature are managed by Group Treasury by limiting the total value of assets and liabilities, including derivatives, in the same currency to the desired level using derivatives, such as cross currency swaps and forward exchange agreements.

As of 31 December 2013 the Group had a short strategic and structural position in Lithuanian litas of SEK 10bn. The Group Executive Committee and Group Treasury

Currency distribution

Assets

would have a direct effect on other comprehensive income of SEK +/- 863m after tax (859). 2013 SEK EUR USD GBP LVL LTL RUB NOK Other Total Cash and balances with central banks 335 20 581 20 380 46 10 921 4 284 25 2 586 224 59 382 Loans to credit institutions 62 341 8 444 9 873 111 74 81 215 93 1 046 82 278 Loans to the public 1 058 620 120 759 31 410 1 212 3 382 12 501 11 457 25 569 1 264 910 Interest-bearing securities 124 289 34 139 14 414 368 41 1 234 7 912 2 182 399 Assets held for sale 111 138 838 225 550 1 862 Other assets, not distributed 229 976 229 976 Total 1 475 672 184 061 76 915 1 737 14 418 18 325 790 22 048 26 841 1 820 807 Liabilities Amounts owed to credit institutions 87 053 14 532 16 836 2 454 244 44 117 2 339 121 621 Deposits and borrowings from the public 472 996 75 822 18 311 1 307 15 120 30 497 721 1 157 4 922 620 853 Debt securities in issue, etc. 362 978 201 743 136 369 8 018 488 11 817 16 452 737 865 Liabilities held for sale 100 98 21 219 Other liabilities, not distributed 230 544 230 544 Equity 109 705 109 705 Total 1 263 376 292 097 171 516 11 779 15 364 31 127 859 12 976 21 713 1 820 807 Other assets and liabilities, including positions in derivatives 125 469 94 688 10 038 2 586 2 640 436 –9 119 –4 834

Net funding in foreign currency with a corresponding recognised amount of SEK 36 742m (33 091) is used as a hedging instrument to hedge the net investment in foreign operations. The above net position in currencies pertains mainly to parts of net investments in foreign operations that are not hedged. Exchange rate changes on this position are recognised in other comprehensive income as translation difference.

Net position in currency 17 433 87 –4 1 640 –10 162 367 –47 294 9 608

Currency distribution

2012 SEK EUR USD GBP LVL LTL RUB UAH Other Total
Assets
Cash and balances with central banks 2 159 89 854 21 755 30 4 012 5 198 600 102 6 348 130 058
Loans to credit institutions 63 666 8 551 10 073 155 295 147 786 1 807 85 480
Loans to the public 1 043 168 114 771 34 822 1 351 3 509 8 941 761 590 30 951 1 238 864
Interest-bearing securities 93 592 25 313 6 463 56 1 475 8 8 900 135 807
Other assets, not distributed 256 651 256 651
Total 1 459 236 238 489 73 113 1 536 7 872 15 761 2 147 700 48 006 1 846 860
Liabilities
Amounts owed to credit institutions 78 083 14 774 22 081 2 135 245 334 4 550 122 202
Deposits and borrowings from the public 448 088 69 207 14 994 930 11 833 28 667 907 31 5 006 579 663
Debt securities in issue, etc. 385 805 212 657 131 835 9 846 52 41 566 781 761
Other liabilities, not distributed 260 048 260 048
Equity 103 186 103 186
Total 1 275 210 296 638 168 910 12 911 12 078 29 053 907 31 51 122 1 846 860
Other assets and liabilities,
including positions in derivatives 69 482 95 701 11 414 5 798 9 045 –1 235 397 3 432
Net position in currency 11 333 –96 39 1 592 –4 247 5 1 066 316 10 008

Net funding in foreign currency with a corresponding recognised amount of SEK 33 091m (21 037) is used as a hedging instrument to hedge the net investment in foreign operations. The above net position in currencies pertains mainly to parts of net investments in foreign operations that are not hedged. Exchange rate changes on this position are recognised in other comprehensive income as translation difference.

have taken a strategic decision to retain this position at a certain level to eliminate the devaluation risk in this currency. The Lithuanian litas is currently pegged to the euro in expectation that the country will join the euro cooperation, which will occur on 1 January 2015 at the earliest. Swedbank's exposure in Latvian lat transitioned to euro on 1 January 2014, when Latvia became a member of the EMU. The Group's exposure to currency risks with the potential to affect earnings, i.e. excluding exposures related to investments in foreign operations and related hedges, is limited. A shift in exchange rates between foreign currencies and the Swedish krona of +5 per cent at year-end would have a direct effect on the Group's reported profit of SEK 6m (126). Moreover, a shift in exchange rates between foreign currencies and the Swedish krona of –5 per cent at year-end would have a direct effect on the Group's reported profit of SEK 117m (33).

A shift in exchange rates between the Swedish krona and foreign currencies of +/–5 per cent with respect to net investments in foreign operations and related hedges

Share price risk

Share price risk

Share price risk refers to the risk that the value of the Group's holdings of shares and share-related derivatives may be affected negatively by changes in share prices or other relevant risk factors.

Share price risks arise in the trading operations due to holdings in equities and equity-related derivatives. The main purpose of Swedbank's equity trading is to create liquidity for the Group's customers. Share price risk is measured and limited in the Group e.g. for the worst possible outcomes in 80 different scenarios where share prices and implicit volatility change. In these scenarios, the share prices change by a maximum of +/– 20 per cent and the implicit volatility by a maximum of +/– 30 per cent. The outcomes for the various combinations form a risk matrix for the share price risk, and the worst-case scenario is limited.

As of year-end the worst-case scenario conceivably would have reduced the value of the trading operations' positions by SEK -64m (–52).

Trading operations

Market risks in trading operations

Trading operations at Swedbank are conducted in the LC&I business area for the primary purpose of assisting customers to execute transactions in the financial market. Positioning occurs only to a limited extent, and the risk level (measured in VaR) in this operation is low.

In December 2013 Swedbank received approval from SFSA to update its VaR model to calculate capital requirements. The updated model contains a number of new risk factors, including inflation risk and expanded volatilities for equities.

Jan-Dec 2013 (2012) 2013 2012
SEKm Max Min Average 31 Dec 31 Dec
Value-at-Risk 24 (30) 8 (9) 14 (16) 17 17
Stressed Value-at-Risk 61 (69) 20 (14) 35 (32) 47 44

*The figures for 2013 are generated through the new VaR model for calculating capital requirements, while the data for 2012 are generated using the previous risk measurement model.

Swedbank evaluates the VaR model's reliability on a daily basis with actual and hypothetical backtesting. Actual backtesting uses the trading operations' actual daily results to determine the accuracy of the VaR model, while hypothetical backtesting compares the portfolio's value at the end of the day with its value at the end of the subsequent day. The comparison takes into account any market movements during the day on which the test is conducted, but with the assumption that the positions in the portfolio remain unchanged during this time period. By indicating only two losing days, the hypothetical backtesting conducted by the Group in 2013 shows that the model serves its purpose well.

In addition to the VaR model applied in the calculation of Swedbank's capital requirement, the Group uses a VaR model in its internal risk management that has also captured specific interest rate risk since spring 2013.

Jan-Dec 2013 (2012) 2013 2012 SEKm Max Min Average 31 Dec 31 Dec Credit spread risk 18 (n/a) 1 (n/a) 10 (n/a) 10 n/a Share price risk 9 (14) 1 (3) 4 (7) 3 4 Currency risk 16 (15) 4 (2) 9 (6) 10 7 Interest rate risk 25 (29) 8 (9) 14 (17) 18 18 Diversification -17 (-14) -17 -13

Commodity risk refers to the risk that the value of the Group's holdings of commodityrelated derivatives will be negatively affected by a change in asset prices. The exposure to commodity risks arises in the Group only in exceptional cases as part of customerrelated products. All positions with a commodity exposure must always be hedged with another party so that no open exposure remains. As of 31 December 2013 Swedbank

*The trading operation's total VaR averaged SEK 19m in 2013, which compares with the total VaR for 2012, when specific interest rate risk was not included in the model. Risk (measured in VaR) was well-balanced during the year between different asset classes and, on an aggregate level, is well-diversified.

Total 31 (29) 10 (9) 19 (15) 25 17

Capital requirement for market risks

Commodity risk

had no open commodity exposures.

The capital requirement for market risks in Swedbank totalled SEK 1 688m (1 724) and is broken down by risk type in note G4 under Capital adequacy.

Operational risks

DEFINITION

Operational risk refers to the risk of losses resulting from inadequate or failed internal processes or procedures, human error, faulty systems or external events. The definition includes legal risk and compliance risk.

Risk management

Group Risk Control is responsible for uniform, Group-wide operational risk measurement and reporting. An analysis of the risk level in all large business units is performed quarterly and reported to each local management as well as to the Board of Directors, the CEO and the Group Executive Committee.

Swedbank constantly strives to improve and develop the methods it uses to manage operational risk and in 2012 launched a project to implement the internal measurement method for operational risks. This includes further improving Swedbank's risk culture and procedures to effectively and proactively manage operational risks and incidents to ensure that they do not develop into a crisis at the Group level.

Self assessments

All business areas apply a common Risk and Control Self Assessment (RCSA) method for operational risks, which is used continuously for all key processes in the Group. The method includes identifying risks and planning actions and follow-ups to manage them.

Incident management

Swedbank has established procedures and systems support to facilitate reporting and following up incidents. Group Risk supports the business areas in reporting, analysing and drafting action plans to ensure that the underlying causes are identified and suitable actions are taken. Incidents and related operational risk losses are reported in a central database for further analysis.

New Product Approval Processes (NPAP)

Swedbank has a Group-wide process for New Product Approval (NPA) covering all new and/or amended products, services, activities, processes and/or systems. The purpose is to ensure that the Group does not enter into activities which entail unintended risks or risks that are not immediately managed and controlled as part of the process. In addition, the Group is able to assure quality when launching new and/or revised products and services.

Security and continuity

Swedbank works proactively with security management to protect all types of assets, including personnel, tangible and intangible assets, by utilising technical, organisational and administrative measures. Swedbank's security management model is derived from the international standard ISO/IEC 27002:2005 Code of Practice for Information Security Management.

Swedbank works to prevent and/or strengthen its ability to manage serious incidents, such as IT disruptions, natural disasters, financial market disturbances and pandemics, which may affect Swedbank's ability to maintain services and offerings.

The principles for security, continuity, incident and crisis management are defined in a Group-level framework. A Group-level crisis management team is responsible for management, coordination and communication. Continuity plans are in place for business-critical operations and services that are critical for the nation and society. The plans describe how Swedbank will operate in the event of a serious disruption. Swedbank also has insurance protection, with an emphasis on catastrophe protection, for significant parts of its operations.

Compliance

Compliance risk refers to the risk that the Group, by breaching laws, regulations and policies (internal and/or external), will fail to meet the standards and behaviour expected by customers and financial regulators.

Swedbank's internal regulation comprises rules for managing compliance risks. The central component of the internal regulation is the compliance instruction issued by the CEO. The aim of the internal rules is to ensure that Swedbank always meets the quality requirements and standards of behaviour expected by customers and financial regulators.

Capital requirements for operational risks

Swedbank applies the standardised approach to calculate the capital requirement for operational risks. Swedbank's capital requirement for operational risk was SEK 4 486m (4 326), with Retail accounting for the main part. For further information, see note G4 Capital.

Insurance risks

DEFINITION

Insurance risk refers to life insurance risks and P&C insurance risks. This also includes cost risk i.e. the risk that administrative costs and sales commissions will exceed the cost estimates that served as the basis for the premiums.

Life insurance risks consist of mortality risk, morbidity risk, longevity risk and cancellation risk i.e. the risk that the contract will be terminated in advance or diminish in future value.

P&C insurance risk comprises the risk that the insurance result will be unusually unfavourable in the year ahead and that the final payment for past claims will be more expensive than anticipated.

Risk management

Before a life insurance policy is approved, the insured must pass a risk assessment. The purpose is to determine whether the insured can be approved for insurance based on his or her health. The desired insurance must also meet the policyholder's insurance needs. To further limit risk exposure, the company reinsures parts of its insurance risk.

Concentration risk is managed through Swedbank's insurance operations, which offer a broad range of products and are active in the entire Swedish market as well as in the three Baltic countries, thereby diversifying insurance risk by market, industry, age and gender.

Insurance contracts are designed so that the premium and assumptions can be changed annually, which means that the company can quickly balance its premiums and terms to rapid changes in morbidity, for example.

The pricing of premiums is based on assumptions about future costs for insurance events, such as projected longevity, mortality, morbidity and claim frequency, as well as the estimated cost of insurance events . Experience in the form of statistical material and expectations about the market's future development are critical factors in the choice of assumptions.

Risk measurement

Insurance risks in the life insurance operations are measured by stressing the insurance company's balance sheet, income statement and shareholders' equity on a one year horizon with a given level of confidence. For the P&C insurance operations, insurance risks are measured by calculating the claim ratio, i.e. claims in relation to premiums, by product and country.

Risk exposure

The Group's assumptions regarding mortality, illnesses, longevity, accidents, claims and pricing produce a risk result. The assumptions can change annually, which means that adjustments can quickly impact the risk result.

P&C insurance today represents a very small part of Swedbank's total insurance operations. Since contracts are issued on an annual basis, insurance risks are limited because pricing can be changed for the following year.

Capital requirement for insurance risk

Solvency is a measure of the insurance company's financial position and strength. The purpose is to show how much of a capital buffer the company has to fulfil its commitments to customers in accordance with the terms and guarantees in its insurance contracts.

The capital base in Swedbank's Swedish insurance operations amounted to SEK 2 550m (2 437) on 31 December 2013. This compares with a required solvency of SEK 1 776m (1 602). The solvency ratio was 1.44 (1.52).

The capital base in the Baltic life insurance operations amounted to SEK 469m (300) as of 31 December 2012. The solvency ratio was 3.81 (2.53). The capital base in the Baltic property and casualty insurance operations amounted to SEK 265m (677) as of 31 December 2013. The solvency ratio was 3.72 (10.40).

The traffic light model is a methodology developed by the SFSA to supervise Swedish life insurance companies and measure their exposure to various types of risks. The result is a total capital adequacy requirement for the company, which for Swedbank Insurance AB was satisfactory as of 31 December 2013.

G4 Capital

Internal capital assessment

Purpose

The Internal Capital Adequacy Assessment Process (ICAAP) aims to ensure that the Group is adequately capitalised to cover its risks and to operate and develop the business.

Measurement

Swedbank prepares and document its own methods and processes to evaluate its capital requirements. Internal capital adequacy assessment therefore takes into account all relevant risks that arise within the Group.

In addition to Pillar 1 risks, the ICAAP encompasses risks for which no capital is allocated, such as business risk, pension risk, and strategic risk. Significant risks that have been identified within the Group include:

Risks types according to the ICAAP process

Risk type Pillar 1 Pillar 2
Capital is allocated Contributes to calculated
capital need?
Credit risk Yes Yes
Concentration risk Yes* Yes
Market risk Yes Yes, plus additional tests
Market risk Interest rate risk in
banking book
No Yes, plus additional tests
Operationel risk Yes Yes
Business risk: Earnings volatility risk No Yes
Insurance risk Yes** Yes***
Risks in post-employmet benefits No Yes
Strategic risk: Business plans No Yes
Strategisc risk: Project and acqusitions No Yes, as a one-of sum added
No specific capital is allocated Identified and mitigated?
Reputational risk No Yes
Liquidity risk No Yes, stress test
Strategic risk: Decision risk No Yes

* The Basel formula are calibrated to include sector and geographical concentration risk i.e. the Pillar 1 measure already includes a large amount of concentration risk.

** Holdings in insurance business are deducted from capital.

*** Holdings in insurance business are deducted from capital and an assesment is made whether the invested capital is adequate for the adverse scenario in the bank´s ICAAP. The assessment considers the current as well as future solvency regulations.

To ensure efficient use of capital and predict its capital adequacy even under exceptionally adverse market conditions, the Group conducts scenario-based simulations and stress tests at least once a year.

The analyses provide an overview of the most important risks that the Group is exposed to by quantifying the impact on the income statement and balance sheet as well as the capital base and risk weighted assets. The method serves as a foundation for a proactive risk and capital management.

ICAAP 2013

Swedbank has actively worked to reduce risk in its balance sheet since 2009. As a result of this and the more normalised macroeconomic conditions, Swedbank's ICAAP for 2013 indicates that it has limited risks. The bank is well capitalised for the effects of a potentially negative scenario, even taking into account future regulatory changes.

Description of adverse scenario 2013

As part of the 2013 ICAAP a prolonged recession scenario was selected as the main scenario. The five-year macro scenario assumes negative growth for three consecutive years and high unemployment throughout the scenario horizon in Sweden and the Baltic countries. Faith in politicians and financial markets is low, leading to a weaker euro and protracted recession where a strong krona prevents Sweden from using the exporting tool out of the crisis. The Baltic economies suffer severely from the economic downturn and experience falling demand in terms of investment and consumption. The export sector is negatively exposed as global demand declines drastically. Latvia and Lithuania maintain their pegs to the euro, but do not join the EMU.

Stress test ICAAP scenario - parameters
Sweden 2012 2013 2014 2015 2016 2017
GDP growth, % 0.9 –3.8 –3.6 –1.4 2.5 2.7
Unemployment, % 7.7 8.2 11.1 11.9 10.9 10.5
Inflation index 100 99 98 98 99 101
Residential real estate price index 100 90 82 82 84 86
Estonia 2012 2013 2014 2015 2016 2017
GDP growth, % 3.0 –5.0 –4.5 –2.1 3.0 5.0
Unemployment, % 10.3 13.0 14.5 15.2 15.0 14.0
Inflation index 100 99 98 98 101 105
Residential real estate price index 100 91 84 80 81 86
Latvia 2012 2013 2014 2015 2016 2017
GDP growth, % 5.4 –5.5 –5.0 –2.0 4.0 6.0
Unemployment, % 15.0 17.5 19.0 19.5 18.5 16.5
Inflation index 100 99 98 98 100 104
Residential real estate price index 100 93 85 81 83 87
Lithuania 2012 2013 2014 2015 2016 2017
GDP growth, % 3.3 –4.5 –3.5 –1.0 2.0 5.0
Unemployment, % 13.2 14.5 16.5 18.0 17.0 15.0
Inflation index 100 99 98 99 102 106
Residential real estate price index 100 95 89 86 89 93
Interest rates 2012 2013 2014 2015 2016 2017
Stibor 3m, % 0.95 0.20 0.15 0.15 0.65 1.40
Euribor 3m, % –0.05 –0.05 0.00 0.20 0.80 1.50
FX 2012 2013 2014 2015 2016 2017
USD/SEK 6.50 6.86 7.00 7.11 7.04 6.89
EUR/SEK 8.60 8.09 7.93 7.81 7.89 8.05
GBP/SEK 10.50 10.55 10.55 10.55 10.55 10.55

Stress test ICAAP scenario

– Triggers – Outcome in Swedbank´s home markets

The bankruptcy of a major European bank is followed by credit contraction and credibility problems for banks and financial institutions

GDP in Sweden falls by approximately 9 per cent during a three-year period at the same time that unemployment increases to nearly 12 per cent and housing prices fall 18 per cent. Debts and austerity continue to weigh on European economies GDP in Estonia falls by approximately 11 per cent during a three-year period at the same time that

unemployment increases to over 15 per cent and housing prices fall 20 per cent.

Negative consequences for the entire global economy GDP in Latvia falls by approximately 12 per cent during a three-year period at the same time that unemployment increases to 19.5 per cent and housing prices fall 19 per cent,

Strong SEK, weak EUR GDP in Lithuania falls by approximately 9 per cent during a three-year period at the same time that unemployment increases to 18 per cent and housing prices fall 14 per cent.

The Baltic economies see a significant decline in external demand and the export sector suffers

Income statement under ICAAP scenario *

SEKbn 2012 2013 2014 2015 2016 2017
Net interest income 23 21 20 19 20 21
Total income 37.2 34.9 32.9 31.9 32.8 35.1
Total expenses 18.4 18.6 18.4 18.5 18.6 18.7
Profit before impairments 19 16 15 13 14 16
Credit impairments 0.9 5.0 12.5 8.3 4.3 1.5
Operating profit 18 11 2 5 10 15
Tax expense 4 2 1 2 3
Profit for the period 14 9 2 4 8 12
Profit for the period attributable
to: Shareholders of Swedbank AB 14 9 2 4 8 11
Non-controlling interests 0.3 0.2 0.0 0.1 0.2 0.3

Swedbank in the scenario

During the scenario the net interest income falls by 15 per cent through 2015, before increasing during the last two years. Total credit impairments amount to SEK 31.6bn, of which the LC&I and Swedish Banking business areas account for 76 per cent.

Credit impairments per

business area* Credit impairment ratio, %
EAD**
SEKbn
2012
2013 2014 2015 2016 2017
Swedish Banking 979.2 0.3 0.7 0.5 0.2 0.1
Large Corporates & Institu
tions
255.0 0.4 1.0 0.8 0.5 0.1
Estonia 51.8 0.5 1.4 0.8 0.3 0.2
Latvia 29.3 0.8 2.2 1.4 0.7 0.3
Lithuania 31.5 0.6 1.8 1.0 0.4 0.2
Russia & Ukraine 10.6 5.3 11.1 8.1 3.1 1.3
Total 1 357.3 0.4 0.9 0.6 0.3 0.1

* ICAAP calculations are based on the financial companies group, which in several respects differs from the Swedbank Group. For example, insurance operations are not included in the financial companies group.

** Exposure at Default.

Internal capital requirement

In this year's ICAAP Swedbank has taken pending regulatory changes into account. The regulatory changes include the upcoming Basel 3/CRD IV regulation and revisions to the accounting standard on employee pensions (IAS 19). The effect of future regulations on the Common Equity Tier 1 capital ratio is nearly 2 percentage points in the first year.

RWA and capital

SEKbn 2012 2013 2014 2015 2016 2017
RWA 487.1 489.8 472.6 438.6 403.6 394.0
Common Equity Tier 1
capital 75.2 78.2 78.8 79.6 80.0 81.7

The result of the stress test strengthens Swedbank's Common Equity Tier 1 capital throughout the scenario horizon. The scenario result does not take into account management interventions. If management interventions are included in the stressed scenario, the Common Equity Tier 1 capital ratio would improve further.

Risk weighted assets (RWA) decrease by 19 per cent throughout the scenario horizon, largely due to impairments reducing the credit portfolio, but also due to the appreciation of the Swedish krona. The effect is somewhat counteracted by increased risk weights.

Currently the Baltic countries have a significantly better macroeconomic balance and endurance than a few years ago. The work done in 2009-2012 to improve credit quality in the lending portfolios and strengthening the capital base in the Baltic subsidiaries has made them more resilient, as is also shown in the 2013 ICAAP result, even during the most severe scenario years.

Swedbank's resilience in a stressed scenario was confirmed in the Riksbank's latest stability report (2013:2), where Swedbank's Common Equity Tier 1 capital ratio is the least affected of the four major banks during the two-year stress scenario.

Capital assessment

% 2012 2013 2014 2015 2016 2017
Common Equity Tier 1
capital ratio 15.4 16.0 16.7 18.1 19.8 20.7

Capital adequacy analysis

The capital adequacy regulations express the legislator's perception of how much capital, designated as the capital base, a bank must have in relation to the size of the risks it faces. The rules strengthen the connection between risk exposure and capital requirements in the bank's operations. In accordance with the Capital Adequacy and Large Exposures Act, the capital base must at a minimum correspond to the sum of the capital requirement for credit risks, market risks and operational risks. Accordingly, the capital quota, i.e. the capital base divided by the capital requirement, must be greater than 1.0. The rules apply to banks on an individual basis and, in appropriate cases, groups of financial companies. More detailed information (Risk report Pillar 3) on Swedbank's capital adequacy in 2013 is provided at www.swedbank.com under the tab Investor Relations, Financial information and publications.

On 31 December 2013 the Swedbank financial companies group comprised the Swedbank Group with the following exceptions. In the consolidated accounts, the associated companies EnterCard (group), Sparbanken Rekarne AB, Färs och Frosta Sparbank AB, Swedbank Sjuhärad AB, Vimmerby Sparbank AB, Bankernas Depå AB and Bankernas Automatbolag AB are consolidated according to the equity method. In the financial companies

Financial companies group
Capital ratios according to Basel 2 2013 2012
Shareholders' equity according to the Group balance sheet* 109 540 103 032
Non-controlling interests 165 154
Anticipated dividend –11 100 –10 880
Deconsolidation of insurance companies –1 982 –2 444
Associated companies consolidated according to
purchase method 2 251 1 864
Unrealised value changes in financial liabilities
due to changes in own creditworthiness 92 92
Cash flow hedges 139 42
Goodwill –11 198 –10 894
Deferred tax assets –399 –567
Intangible assets –1 943 –1 880
Net provisions for reported IRB credit exposures –959 –938
Shares deducted from Tier 1 capital –36
Total Common Equity Tier 1 capital 84 606 77 545
Tier 1 capital contributions 5 536 6 270
of which Undated Tier 1 instruments without
incentives to redeem
528
of which Fixed term Tier 1 or undated Tier 1
instruments with incentives to redeem 5 536 5 742
Shares deducted from Tier 1 capital* –1 527
Total Tier 1 capital 88 615 83 815
Undated subordinated loans 25 28
Fixed-term subordinated loans 4 618 8 028
Net provisions for reported IRB credit exposures –959 –938
Shares deducted from Tier 2 capital* –1 527 –36
Total Tier 2 capital 2 157 7 082
Deduction of shares in insurance companies –2 894
Total capital base 90 772 88 003
Capital requirement for credit risks, standardised approach 1 936 2 276
Capital requirement for credit risks, IRB 28 041 28 819
Capital requirement for settlement risks 3 3
Capital requirement for market risks 1 688 1 723
of which risks in the trading book outside VaR 565 526
of which currency risks outside VaR 593 695
of which risks where VaR models are applied 530 502
Capital requirement for operational risks 4 486 4 326
Capital requirement, Basel 2 36 154 37 147
Capital surplus 54 618 50 856
RWA Credit risks 374 711 388 688
RWA Settlement risks 40 26
RWA Market risks 21 103 21 544
RWA Operational risks 56 077 54 081
Risk-weighted assets, Basel 2 451 931 464 339
Common Equity Tier 1 capital ratio, %, Basel 2 18.7 16.7
Tier 1 capital ratio, %, Basel 2 19.6 18.1
Total capital adequacy ratio, %, Basel 2 20.1 19.0
Capital quotient, Basel 2 2.51 2.37

group, these companies are fully consolidated according to the purchase method, apart from EnterCard, which is consolidated according to the proportional consolidation method.

The insurance companies included in the consolidated accounts, Swedbank Försäkrings AB, Sparia Försäkrings AB, Sparia Group Insurance Company Ltd, Swedbank Life Insurance SE and Swedbank P&C Insurance AS, are not included in the financial companies group. As described in note G3 under Insurance risk, these companies are subject to solvency rules rather than capital adequacy rules. Swedbank's legal requirement is currently based on the transition rules. The transition rules states that the minimum capital requirement may not fall below 80 per cent of the capital requirement according to the Basel 1 rules. Swedish authorities have previously announced that this floor would be eliminated in connection with the introduction of the new higher capital requirements under CRR. In December, however, the Swedish Financial Supervisory Authority announced that it currently does not intend to eliminate the floor.

The table below contains periodic information that must be provided according to the Swedish Financial Supervisory Authority's (SFSA) regulations and general advice (FFFS 2011:3).

Financial companies group
Capital ratios according to Basel 2 transition rules 2013 2012
Capital requirement, Basel 2 36 154 37 147
Complement during transition period 26 697 24 382
Capital requirement including complement 62 851 61 529
Capital surplus 27 921 26 474
Risk-weighted assets, transition rules 785 634 769 117
Common Equity Tier 1 capital ratio, %, transition
rules 10.8 10.1
Tier 1 capital ratio, %, transition rules 11.3 10.9
Total capital adequacy ratio, %, transition rules 11.6 11.4
Capital quotient, transition rules 1.44 1.43
Financial companies group
Capital ratios according to Basel 3 rules** 2013 2012
Common Equity Tier 1 capital, Basel 3 80 826 75 242
Tier 1 capital, Basel 3 86 371 81 661
Total capital base, Basel 3 91 026 89 917
Risk-weighted assets, Basel 3 440 620 487 105
Common Equity Tier 1 capital ratio, %, Basel 3 18.3 15.4
Tier 1 capital ratio, Basel 3 19.6 16.8
Total capital adequacy ratio, %, Basel 3 20.6 18.5

* The earlier rule where insurance holdings were deducted from the total capital base expired on 1 January 2013. As of the first quarter 2013 half the deduction comes from Tier 1 capital and half from Tier 2 capital.

** According to Swedbank's estimate based on current knowledge of future regulations. Estimated capital adequacy may be higher or lower depending on the ultimate rules.

2013
Capital requirement for credit risks Financial companies group Exposure after
credit risk mitigation
Average risk weight,
%
Capital requirement
Credit risks according to IRB
Institutional exposures 121 698 13 1 294
Corporate exposures 436 375 57 19 752
Retail exposures 896 994 9 6 226
Securitisations 941 11 8
Non-credit-obligation asset exposures 11 890 80 761
Credit risks according to IRB 1 467 898 24 28 041
Credit risks according to the standardised approach 253 028 10 1 936
Total 1 720 926 22 29 977
Exposure after
credit risk mitigation
Average risk weight,
%
Capital requirement
147 467 15 1 757
421 781 58 19 540
868 307 10 6 592
1 122 11 10
13 993 82 920
1 452 670 25 28 819
231 739 12 2 276
1 684 409 23 31 095
2012
Financial companies group
2013 2012
1 056 1 003
526 501
530 502
79 144
1 1
74 140
4 3
317 170
33 20
1 095 1 029
391 350
593 695
1 688 1 724

* The parent company's capital requirement for general interest-rate risk, share price risk and currency risk in the trading-book as well as Swedbank Estonia AS', Swedbank Latvia AS' and Swedbank Lithuania AB's capital requirement for general interest-rate risk and currency risk in the trading-book are calculated in accordance with the VaR model.

Financial companies group
Capital requirement for operational risks 2013 2012
Trading and sales 720 239
Retail banking 2 764 2 867
Commercial banking 673 828
Payment and settlement 232 268
Retail brokerage 3 3
Agency services 19 19
Asset management 75 102
Total 4 486 4 326

The standard approach is used for calculating capital requirments for operational risk.

G5 Operating segments

Large
2013 Swedish
Banking
Corporates &
Institutions
Baltic
Banking
Group Functions
& Other
Eliminations Total
Income statement
Net interest income 13 620 3 387 3 156 1 880 –14 22 029
Net commissions 6 364 1 968 1 733 –30 97 10 132
Net gains and losses on financial items at fair value 126 1 960 316 –918 1 484
Share of the profit or loss of associates 849 3 852
Other income 757 167 418 1 425 –326 2 441
Total income 21 716 7 482 5 623 2 360 –243 36 938
of which internal income 196 4 4 –604 400 0
Staff costs 3 499 1 150 746 3 322 –13 8 704
Variable staff costs 230 409 63 245 947
Other expenses 5 865 1 588 1 495 –2 460 –230 6 258
Depreciation/amortisation 132 58 140 409 739
Total expenses 9 726 3 205 2 444 1 516 –243 16 648
Profit before impairments 11 990 4 277 3 179 844 20 290
Impairment of intangible assets 56 1 125 182
Impairment of tangible assets 23 670 693
Credit impairments 338 180 –437 –21 60
Operating profit 11 652 4 041 3 592 70 19 355
Tax expense 2 516 1 044 396 143 4 099
Profit for the year from continuing operations 9 136 2 997 3 196 –73 15 256
Profit for the year from discontinued operations, after tax –2 340 –2 340
Profit for the year 9 136 2 997 3 196 –2 413 12 916
Profit for the year attributable to the
shareholders of Swedbank AB 9 122 2 997 3 196 –2 414 12 901
Non-controlling interests 14 1 15
Balance sheet
Cash and balances with central banks 2 899 2 475 54 008 59 382
Loans to credit institutions 40 852 371 497 503 186 453 –517 027 82 278
Loans to the public 936 752 204 365 119 170 4 953 –330 1 264 910
Bonds and other interest-bearing securities 215 54 536 1 065 129 464 –2 881 182 399
Financial assets for which customers bear inv. risk 117 399 2 049 119 448
Investments in associates 2 478 52 1 110 3 640
Derivatives 84 530 24 345 –44 523 64 352
Total tangible and intangible assests 2 931 446 10 344 3 762 17 483
Other assets 6 485 18 247 9 221 771 343 -778 381 26 915
Total assets 1 107 112 736 572 144 827 1 175 438 –1 343 142 1 820 807
Amounts owed to credit institutions 82 610 198 418 348 841 –508 248 121 621
Deposits and borrowings from the public 384 724 111 400 119 867 9 801 –4 939 620 853
Debt securities in issue 15 766 682 722 202 –10 944 727 706
Financial liabilities for which customers bear inv. risk 118 389 2 188 120 577
Derivatives 79 535 19 998 –44 522 55 011
Other liabilities 488 326 316 518 494 24 491 –774 489 55 340
Subordinated liabilities 10 159 10 159
Total liabilities 1 074 049 721 637 123 231 1 135 492 –1 343 142 1 711 267
Allocated equity 33 063 14 935 21 596 39 946 109 540
Total liabilities and equity 1 107 112 736 572 144 827 1 175 438 –1 343 142 1 820 807
Key figures
Return on allocated equity, continuing operations, % 27.9 17.3 14.0 –0.2 14.7
Return on allocated equity, total operations, % 27.9 17.3 14.0 –7.9 12.5
Cost/income ratio 0.45 0.43 0.43 0.64 0.45
Credit impairment ratio, % 0.04 0.08 –0.37 –0.07 0.00
Loans/deposits 244 173 100 84 203
Loans, excl repos 936 989 154 103 119 047 4 575 1 214 715
Deposits, excl repos 384 618 89 320 119 499 5 471 598 909
Risk-weighted assets, Basel 2 201 682 136 735 87 509 26 005 451 931
Full-time employees 5 004 1 070 3 753 4 438 14 265

The operating segment report is based on Swedbank's accounting policies, organisation and management accounts. Market-based transfer prices are applied between operating segments, while all expenses for IT, other Group functions and Group staffs are transfer priced at full cost to the operating segments. Executive management expenses are not distributed. Cross-border transfer pricing is applied according to OECD transfer pricing guidelines.

The Group's equity attributable to shareholders is allocated to each operating segment based on capital adequacy rules and estimated capital requirements based on the bank's internal Capital Adequacy Assessment Process (ICAAP).

Swedish Banking, Swedbank's dominant operating segment, is responsible for all Swedish customers except for large corporates and financial institutions. The operating segment's services are sold through Swedbank's own branch network, the Telephone Bank, the Internet Bank and the distribution network of the independent savings

banks. The operating segment also includes a number of subsidiaries as well as the retail operations in branch offices in Denmark, Norway, Finland and Luxembourg.

Large Corporates & Institutions is responsible for large corporates, financial institutions and banks as well as for trading and capital market products. Operations are carried out by the parent bank in Sweden, branches in Norway, Finland, the US and China, and through the trading and capital market operations in subsidiary banks in Estonia, Latvia and Lithuania. Baltic Banking operates in Estonia, Latvia and Lithuania. Its services are sold through its own branch network, the Telephone Bank and the Internet Bank. The effects of Swedbank's ownership interests in the Baltic companies Swedbank AS (Estonia), Swedbank AS (Latvia) and Swedbank AB (Lithuania) are also reported in Baltic Banking in the form of financing

costs, Group goodwill and Group amortisation on surplus values in the lending and deposit portfolios identified at the time of acquisition in 2005. Group Functions & Other comprise, in addition to the Group Functions, Russia, Ukraine and Ektornet. The Group Functions operate across the business areas and serve as strategic and administrative support for them. The Group Functions are Group Products, Group IT, Accounting & Finance (including Group Treasury), Risk, Compliance, Corporate Affairs, HR and Legal. The Group Executive Committee and Internal Audit are also included in Group Functions.

During 2013 Swedbank's operating segments were changed slightly to coincide with the organisational changes implemented in Swedbank's business area organisation. Comparative figures have been restated.

2012 Swedish
Banking
Large Corporates &
Institutions
Baltic
Banking
Group Functions
& Other
Eliminations Total
Income statement
Net interest income 13 491 3 041 3 291 557 –19 20 361
Net commissions 6 155 1 833 1 522 31 73 9 614
Net gains and losses on financial items at fair value 161 2 253 295 364 3 073
Share of the profit or loss of associates 788 6 4 798
Other income 771 51 384 1 450 –234 2 422
Total income 21 366 7 184 5 492 2 406 –180 36 268
of which internal income 212 7 2 –1 098 877
Staff costs 3 399 1 125 743 3 246 –13 8 500
Variable staff costs 139 365 63 171 738
Other expenses 6 129 1 459 1 482 –2 433 –167 6 470
Depreciation/amortisation 124 47 124 557 852
Total expenses 9 791 2 996 2 412 1 541 –180 16 560
Profit before impairments 11 575 4 188 3 080 865 19 708
Impairment of intangible assets 4 16 20
Impairment of tangible assets 15 392 407
Credit impairments 286 194 –685 20 –185
Operating profit 11 289 3 990 3 750 437 19 466
Tax expense 2 694 1 010 387 66 4 157
Profit for the year from continuing operations 8 595 2 980 3 363 371 15 309
Profit for the year from discontinued operations, after tax –997 –997
Profit for the year 8 595 2 980 3 363 –626 14 312
Profit for the year attributable to the
shareholders of Swedbank AB 8 585 2 980 3 363 –624 14 304
Non-controlling interests 10 –2 8
Balance sheet
Cash and balances with central banks 1 022 7 137 2 569 119 330 130 058
Loans to credit institutions 33 284 261 839 491 193 214 –403 348 85 480
Loans to the public 911 543 200 006 115 333 12 425 –443 1 238 864
Bonds and other interest-bearing securities 218 56 626 1 515 83 037 –5 589 135 807
Financial assets for which customers bear inv. risk 102 430 1 764 104 194
Investments in associates 2 412 1 140 3 552
Derivatives 124 971 40 791 –63 497 102 265
Total tangible and intangible assests 3 112 599 9 796 6 964 20 471
Other assets 8 258 15 623 3 954 650 394 -652 060 26 169
Total assets 1 062 279 666 801 135 422 1 107 295 –1 124 937 1 846 860
Amounts owed to credit institutions 73 490 205 609 239 670 –396 567 122 202
Deposits and borrowings from the public 376 402 93 502 107 214 8 529 –5 984 579 663
Debt securities in issue 15 736 1 052 762 477 –11 811 767 454
Financial liabilities for which customers bear inv. risk 103 048 2 056 105 104
Derivatives 121 074 34 565 –63 498 92 141
Other liabilities 478 347 211 927 253 19 507 –647 077 62 957
Subordinated liabilities 14 307 14 307
Total liabilities 1 031 287 647 848 110 575 1 079 055 –1 124 937 1 743 828
Allocated equity 30 992 18 953 24 847 28 240 103 032
Total liabilities and equity 1 062 279 666 801 135 422 1 107 295 –1 124 937 1 846 860
Key figures
Return on allocated equity, continuing operations, % 27.1 15.5 13.6 1.7 15.6
Return on allocated equity, total operations, % 27.1 15.5 13.6 –2.8 14.6
Cost/income ratio 0.46 0.42 0.44 0.76 0.46
Credit impairment ratio, % 0.03 0.08 –0.59 3.79 –0.01
Loans/deposits 242 200 108 261 212
Loans, excl repos 911 793 148 529 115 196 8 925 1 184 443
Deposits, excl repos 376 680 71 047 106 751 3 419 557 897
Risk-weighted assets, Basel 2 201 933 134 476 94 622 33 308 464 339

Full-time employees 4 922 1 043 4 155 4 741 14 861

G6 Products

2013 Financing Savings & Invest
ments
Payments &
Cards
Trading
& Capital
markets
Other Total
Net interest income 13 701 1 804 3 546 70 2 909 22 029
Net commissions 771 4 226 3 774 779 581 10 132
Net gains and losses on financial items at fair value 17 –40 81 2 350 –923 1 484
Share of the profit or loss of associates 571 281 852
Other income 57 790 268 13 1 313 2 441
Total income 14 546 6 780 8 240 3 211 4 161 36 938

In the product area report income has been distributed among five principal product areas. The Group does not have a single customer which accounts for more than 10 per cent of its total income.

(1) Financing: (4) Trading & Capital Market Products private residential lending equity trading consumer financing structured products corporate lending corporate finance leasing custody services other financing products fixed income trading (2) Savings & Investments currency trading savings accounts other capital market products mutual funds and insurance savings (5) Other pension savings administrative services institutional asset management treasury operations other savings and investment products Ektornet (3) Payments & Cards real estate brokerage current accounts (incl. cash management) real estate management cash handling legal services domestic payments safe deposit boxes international payments other mobile payments document payments (5) Other includes income from all countries apart from debit cards Sweden, the Baltic countries and Norway credit cards (including EnterCard) card acquiring other payment products

Comparative figures for 2012 are not available.

G7 Geographical distribution

2013 Sweden Estonia Latvia Lithuania Norway Other Elimina
tions
Total
Income statement
Net interest income 17 608 1 394 1 003 781 724 515 4 22 029
Net commissions 7 622 599 583 589 568 150 21 10 132
Net gains and losses on financial items at fair value 722 107 230 124 293 8 1 484
Share of the profit or loss of associates 505 1 345 1 852
Other income 1 478 622 345 111 1 312 –428 2 441
Total income 27 935 2 723 2 161 1 605 1 931 986 –403 36 938
Staff costs 7 033 548 333 357 293 140 8 704
Variable staff costs 675 61 24 29 149 9 947
Other expenses 4 725 485 475 380 270 326 –403 6 258
Depreciation/amortisation 439 136 64 47 20 33 739
Total expenses 12 872 1 230 896 813 732 508 –403 16 648
Profit before impairments 15 063 1 493 1 265 792 1 199 478 20 290
Impairment of intangible fixed assets 181 1 182
Impairment of tangible fixed assets 8 3 25 41 616 693
Credit impairments 359 –265 2 –174 14 124 60
Operating profit 14 515 1 755 1 238 924 1 185 –262 19 355
Tax expense 3 101 118 198 129 340 213 4 099
Profit for the year from continuing operations 11 414 1 637 1 040 795 845 –475 15 256
Profit for the year from discontinued operations, after tax –16 9 –2 333 –2 340
Profit for the period 11 398 1 637 1 040 804 845 –2 808 12 916
Profit for the year attributable to the
shareholders of Swedbank AB
11 384 1 637 1 040 803 845 –2 808 12 901
Non-controlling interests 14 1 15
Balance sheet
Cash and balances with central banks
327 9 757 11 906 5 220 2 563 29 609 59 382
Loans to credit institutions 81 935 3 021 480 1 612 4 740 9 881 –19 391 82 278
Loans to the public 1 099 521 54 538 29 407 35 286 32 958 14 517 –1 317 1 264 910
Bonds and other interest-bearing securities 150 596 8 522 2 007 7 210 7 721 6 343 182 399
Financial assets for which customers bear inv. risk 117 399 2 049 119 448
Investments in associates 2 702 7 931 3 640
Derivatives 52 432 165 85 80 15 703 52 –4 165 64 352
Tangible and intangible fixed assets 3 471 4 386 3 296 4 085 1 404 841 17 483
Other assets 20 151 1 321 1 151 753 1 636 2 549 –646 26 915
Total assets 1 528 534 83 766 48 332 54 246 67 656 63 792 –25 519 1 820 807
Amounts owed to credit institutions 62 822 4 281 2 639 1 689 41 923 28 785 –20 518 121 621
Deposits and borrowings from the public 490 960 52 910 32 437 38 511 3 742 2 433 –140 620 853
Debt securities in issue 698 084 16 683 28 923 727 706
Financial liabilities for which customers bear inv. risk 118 239 2 338 120 577
Derivatives 43 933 213 93 46 14 805 35 –4 114 55 011
Other liabilities 25 346 14 592 6 788 5 374 3 692 294 –747 55 339
Subordinated liabilities 10 083 76 10 159
Total liabilities 1 449 467 74 426 41 957 46 303 64 162 60 470 –25 519 1 711 266
Allocated equity 79 066 9 340 6 375 7 943 3 494 3 322 109 540
Total liabilities and equity 1 528 534 83 766 48 332 54 246 67 656 63 792 –25 519 1 820 807
Key figures
Return on allocated equity, continuing operations ,% 16.0 16.4 14.7 10.3 22.9 –13.3 14.7
Return on allocated equity, total operations ,% 16.0 16.4 14.7 10.4 22.9 –78.3 12.5
Cost/income ratio 0.46 0.45 0.41 0.51 0.38 0.52 0.45
Credit impairment ratio, % 0.03 –0.50 0.01 –0.52 0.07 1.07 0.00
Loans/deposits 224 103 91 92 881 597 203
Loans, excl repos 1 048 875 54 537 29 406 35 265 32 958 14 518 –843 1 214 715
Deposits, excl repos 469 016 52 910 32 437 38 511 3 742 2 433 –140 598 909
Risk-weighted assets, Basel 2 309 375 37 718 29 471 32 542 24 930 17 895 451 931
Full-time employees 8 174 2 264 1 612 1 864 224 127 14 265

The geographical breakdown has been based primarily on where the business is carried out and it is not comparable to the business segment reporting. In the geographical breakdown, intangible assets, mainly goodwill related to acquisitions, has been allocated to the country where the operations were acquired. The column Other includes operations in Russia, Ukraine, US, Finland, Denmark, Luxembourg and China.

2012 Sweden Estonia Latvia Lithuania Norway Other Elimina
tions
Total
Income statement
Net interest income 16 294 1 551 862 783 485 384 2 20 361
Net commissions 7 472 585 495 516 418 116 12 9 614
Net gains and losses on financial items at fair value 2 198 108 209 148 379 31 3 073
Share of the profit or loss of associates 466 1 331 798
Other income 1 499 601 226 138 48 283 –373 2 422
Total income 27 929 2 846 1 792 1 585 1 661 814 –359 36 268
Staff costs 6 690 559 327 347 318 259 8 500
Variable staff costs 456 45 33 23 168 13 738
Other expenses 4 892 518 444 406 239 330 –359 6 470
Depreciation/amortisation 525 109 65 67 22 64 852
Total expenses 12 563 1 231 869 843 747 666 –359 16 560
Profit before impairments 15 366 1 615 923 742 914 148 19 708
Impairment of intangible fixed assets 22 –2 20
Impairment of tangible fixed assets 17 –4 67 33 68 226 407
Credit impairments 417 –343 –123 –218 24 58 –185
Operating profit 14 910 1 962 979 927 822 –134 19 466
Tax expense 3 416 44 130 184 368 15 4 157
Profit for the year from continuing operations 11 494 1 918 849 743 454 –149 15 309
Profit for the year from discontinued operations. after tax –13 –984 –997
Profit for the year 11 494 1 918 849 730 454 –1 133 14 312
Profit for the year attributable to the
shareholders of Swedbank AB 11 483 1 918 849 733 454 –1 133 14 304
Non-controlling interests 11 –3 8
Balance sheet
Cash and balances with central banks 2 195 9 362 4 641 5 405 5 881 102 574 130 058
Loans to credit institutions 93 319 8 058 4 103 4 838 9 089 20 418 –54 345 85 480
Loans to the public 1 085 061 51 869 30 840 32 691 23 591 17 061 –2 249 1 238 864
Bonds and other interest-bearing securities 121 224 3 620 1 566 3 551 5 846 135 807
Financial assets for which customers bear inv. risk 102 430 1 764 104 194
Investments in associates 2 437 42 1 073 3 552
Derivatives 84 916 368 107 92 22 375 67 –5 660 102 265
Tangible and intangible fixed assets 4 208 4 365 4 006 4 144 1 427 2 321 20 471
Other assets 18 240 1 997 829 919 1 737 2 593 –146 26 169
Total assets 1 514 030 81 445 46 092 51 640 65 173 150 880 –62 400 1 846 860
Amounts owed to credit institutions 27 531 6 772 6 370 2 305 32 542 100 547 –53 865 122 202
Deposits and borrowings from the public 460 678 47 758 26 806 36 999 5 557 3 412 –1 547 579 663
Debt securities in issue 727 499 31 1 052 38 872 767 454
Financial liabilities for which customers bear inv. risk 103 048 2 056 105 104
Derivatives 75 082 429 195 64 21 931 55 –5 615 92 141
Other liabilities 39 374 13 474 5 112 2 366 1 180 1 636 –185 62 957
Subordinated liabilities 14 234 73 1 188 –1 188 14 307
Total liabilities 1 447 446 70 593 38 483 42 786 61 210 145 710 –62 400 1 743 828
Allocated equity 66 584 10 852 7 609 8 854 3 963 5 170 103 032
Total liabilities and equity 1 514 030 81 445 46 092 51 640 65 173 150 880 –62 400 1 846 860
Key figures
Return on allocated equity, continuing operations, % 18.9 17.9 10.9 8.5 11.6 –2.6 15.6
Return on allocated equity, total operations, % 18.9 17.9 10.9 8.3 11.6 –19.1 14.6
Cost/income ratio 0.45 0.43 0.48 0.53 0.45 0.82 0.46
Credit impairment ratio. % 0.05 –0.65 –0.40 –0.67 0.41 –0.01
Loans/deposits 235 109 115 88 425 500 212
Loans. excl repos 1 030 190 51 869 30 839 32 676 23 591 17 061 –1 783 1 184 443
Deposits. excl repos 438 914 47 758 26 804 36 999 5 557 3 414 –1 547 557 897
Risk-weighted assets, Basel 2 323 919 39 494 31 089 33 165 16 916 19 756 464 339
Full-time employees 7 981 2 438 1 740 1 956 229 517 14 861

G8 Net interest income

2013 2012
Average
balance
Interest in
come/expense
Average an
nual interest
rate, %
Average
balance
Interest in
come/expense
Average an
nual interest
rate, %
Loans to credit institutions 82 220 679 0.83 104 780 1 436 1.37
Loans to the public 1 249 907 41 588 3.33 1 230 418 47 575 3.87
Interest-bearing securities 133 098 2 147 1.61 119 264 2 833 2.38
Total interest-bearing assets 1 465 225 44 414 3.03 1 454 462 51 844 3.56
Derivatives 76 497 63 104 056 198
Other assets 343 790 502 313 870 501
Total assets 1 885 512 44 979 2.39 1 872 388 52 543 2.81
deduction of interest income reported in net gains/ losses on financial
items at fair value
1 011 2 040
Interest income according to income statement 43 968 50 503
Amounts owed to credit institutions 132 810 656 0.49 132 213 1 108 0.84
Deposits and borrowings from the public 646 873 5 040 0.78 591 561 7 379 1.25
of which deposit guarantee fees 560 554
Debt securities in issue 767 551 18 709 2.44 789 929 21 741 2.75
of which commissions for funding with state guarantee 129 387
Subordinated liabilities 12 022 625 5.20 16 869 999 5.92
Interest-bearing liabilities 1 559 256 25 030 1.61 1 530 572 31 227 2.04
Derivatives 67 716 –2 658 0.00 94 438 –244 0.00
Other liabilities 155 128 548 0.00 149 387 676 0.00
of which stability fee 491 0.00 569 0.00
Total liabilities 1 782 100 22 920 1.29 1 774 397 31 659 1.78
Equity 103 412 97 991
Total liabilities and equity 1 885 512 22 920 1.22 1 872 388 31 659 1.69
Deduction of interest income reported in net gains/ losses on financial
items at fair value
981 1 517
Interest expense according to income statement 21 939 30 142
Net interest income 22 029 20 361
Net interest margin before trading intrest are deducted 1.17 1.12
Interest income impaired loans 194 372
Interest income on financial assets at amortised cost 25 699 24 747
Interest expenses on financial liabilities at amortised cost 22 201 21 397

Interest-bearing securities are reported net in this note less short positions in securities.

Net interest income increased by 8 per cent to SEK 22 029m (20 361). The fee for the state deposit guarantee decreased by SEK 258m. The repricing of corporate lending contributed positively. Lower deposit margins caused by lower Stibor and Euribor rates affected net interest income negatively. Changes in exchange rates reduced net interest income by SEK 56m.

Commission income
Payment processing 1 729 1 736
Cards 4 053 3 758
Service concepts 442 337
Asset management 5 141 4 703
Life insurance 503 522
Brokerage 499 430
Other securities 59 53
Corporate finance 350 339
Lending 853 698
Guarantee 187 181
Deposits 63 61
Real estate brokerage 169 158
Non-life insurance 89 62
Other commission income 555 618
Total 14 692 13 656
2013 2012
Commission expenses
Payment processing –914 –727
Cards –1 892 –1 665
Service concepts –16 –16
Asset management –1 028 –988
Life insurance –226 –207
Brokerage –245 –228
Other securities –47 –16
Lending and guarantees –57 –49
Other commission expenses –135 –146
Total –4 560 –4 042
2013 2012
Net commissions
Payment processing 815 1 009
Cards 2 161 2 093
Service concepts 426 321
Asset management 4 113 3 715
Life insurance 277 315
Brokerage 254 202
Other securities 12 37
Corporate finance 350 339
Lending 796 649
Guarantee 187 181
Deposits 63 61
Real estate brokerage 169 158
Non-life insurance 89 62
Other commission income 420 472
Total 10 132 9 614

Net commission income rose by 5 per cent to SEK 10 132m (9 614). Increased activity in financing solutions and higher commission income from asset management due to an increase in assets under management were the biggest contributors. The outsourcing of ATMs by Swedish Banking has reduced net commission income as well as expenses.

G9 Net commissions G10 Net gains and losses on financial items at fair value 2013 2012

2013 2012
Valuation category, fair value through profit or loss
Trading and derivatives
Shares and share related derivatives –67 63
of which dividend 245 264
Interest-bearing instruments and interest
related derivatives 6 763 –5 783
Other financial instruments 8 –5
Total 6 704 –5 725
Other
Shares 137 113
of which dividend 3 2
Loans –2 129 1 570
Financial liabilities –4 330 4 905
Total –6 322 6 588
Hedge accounting at fair value
Hedging instruments –7 696 4 301
Hedged item 7 663 –4 086
Total –33 215
Ineffectiveness in hedging of net investments in
foreign operations –49 36
Financial liabilities valued at amortised cost –133 51
Valuation category, loans and receivables 137 111
Trading related interest
Interest income 1 011 2 040
Interest exoense –981 –1 517
Total trading related interest 30 523
Change in exchange rates 1 150 1 274
Total 1 484 3 073
Distribution by business purpose
Financial instruments for trading related business 1 963 2 380
Financial instruments intended to be held until
contractual maturity –479 693
Total 1 484 3 073

Net gains and losses on financial items at fair value decreased by 52 per cent to SEK 1 484m (3 073). The repurchase of government guaranteed bonds during the second quarter and covered bond repurchases during the year negatively affected net gains and losses on financial items at fair value. The results from equity, fixed income and currency trading were lower than in the same period in 2012, when the first-quarter results were very strong due to favourable market conditions.

G11 Net insurance

2013 2012
Insurance premiums
Life insurance 1 338 1 444
of which loan protection 183 194
of which other 1 155 1 250
Non-life insurance 376 358
Total 1 714 1 802
2013 2012
Insurance provisions
Life insurance –843 –1 017
of which loan protection –115 –127
of which other –728 –890
Non-life insurance –224 –190
Total –1 067 –1 207
2013 2012
Net insurance
Life insurance 495 427
of which loan protection 68 67
of which other 427 360
Non-life insurance 152 168
Total 647 595

G12 Other income

2013 2012
Profit from sale of subsidiaries and associates 80 11
Income from real estate operations 245 394
Profit from sale of properties, equipments etc. 144 91
Sold inventories 244 159
of which revenues 1 513 1 144
of which carrying amount –1 269 –985
IT services 766 759
Other operating income 315 413
Total 1 794 1 827

During 2013 income from real estate operations amounted to SEK 245m (394m), of which SEK 239m (390) relates mainly to real estate acquired for protection of claims in the US, Latvia and Finland. Profit from sales of properties, equipment, etc. mainly relates to sales of properties in Finland, Latvia, Estonia and Lithuania taken over to protect claims

G13 Staff costs

Compensation within Swedbank

Swedbank's view is that compensation should, as far as possible, be individually based and thereby inspire employees to live up to Swedbank's goals, strategy and vision. Compensation should also encourage them to embrace our values - simple, open and caring - which we are convinced is the basis of a successful and sustainable business. Furthermore, total compensation should be designed so that Swedbank can attract employees with the competence it needs, within established cost limits.

The majority of employees have fixed and variable compensation components, which, together with a pension and other benefits, represent their total compensation. Total compensation is market-based and designed to achieve a sound balance between the fixed and variable components.

Information on compensation according to the SFSA's regulations and general guidelines on compensation policies (FFFS 2011:1) is published on Swedbank's website.

Total staff costs 2013 2012
Salaries and Board fees 5 676 5 721
Compensation through shares in Swedbank AB 423 318
Social insurance charges 2 019 1 827
Pension costs* 1 084 1 059
Training costs 116 114
Other staff costs 333 199
Total 9 651 9 238
of which variable staff costs 947 738
of which personnel redundancy costs 142 –31

* The Group's pension cost for the year is specified in note G39.

Compensation Board of
Directors
Senior executives Other employees
Fixed compensation Yes Yes Yes
General programme
(Eken)
No Yes, except top five Yes, except Russia and
Ukraine
Individual programme No No Yes, around 800
employees
Pension No Yes Yes, mainly in Sweden

FIXED COMPENSATION

Fixed compensation is the main component of all employees' total compensation. Fixed compensation is based on the employee's duties, whether they meet their performance targets and abide by Swedbank's values, and taking into account local market conditions.

Swedbank has a very limited number of employees who receive commission-based compensation, which in this context is treated as fixed compensation.

VARIABLE COMPENSATION

Principal design of variable compensation

Swedbank currently has four share-based variable compensation programmes: Programme 2010, Programme 2011, Programme 2012 and Programme 2013. The new compensation regulations from the SFSA which took effect at the end of 2009 have affected the use and design of share-based programmes at Swedbank. However, the Board of Directors and management have chosen to go beyond the regulations in order to:

  • Harmonise the interests of employees and shareholders by offering share-based compensation
  • Create long-term value on the part of employees by deferring variable compensation.

Risk management

Swedbank's variable compensation is adapted to risks in the company. Risk management can be divided into two parts: ex-ante and ex-post.

• Ex-ante risk management (risk management before the allotment of variable compensation) Variable compensation is tied to the employee's performance, the Group's total result and the business area result during the performance year. Allotments of variable compensation are contingent on a positive Economic Profit (operating profit after deducting company tax and the cost of capital) at the business area and Group levels.

Variable compensation is limited at the individual level i.e. there is a maximum amount, and is evaluated on the basis of predetermined parameters. Total variable compensation for the Group and each business area is also limited to a predetermined amount in accordance with the Board's decision.

• Ex-post risk management (risk management after the allotment of variable compensation during the deferral period)

A portion of variable compensation within Swedbank is deferred for at least three years for both regulated and unregulated personnel.

In addition, there is no threshold of SEK 100 000 (without requiring deferral), nor any pro-rata payment for deferred compensation, as permitted by law. Pro-rata payment allows a company to pay out deferred compensation once a year evenly distributed over the deferral period.

Based on the principles established by the AGM, Swedbank's Board of Directors oversees variable compensation, which covers the majority of employees. The Board can withhold variable compensation if the Group's financial position has been greatly weakened or there is a significant risk of this occurring, or if improper actions by individuals have adversely affected Swedbank's or a business area's results.

Programme 2013

Programme 2013 consists of two parts:

• A general programme, Eken, which comprises essentially all employees in the Group except those in Russia and Ukraine and consists of deferred compensation in the form of shares

• An individual programme comprising around 800 employees and consisting of cash and deferred compensation in the form of shares.

Share-based compensation includes dividend compensation during the deferral period of three years. Senior executives are also covered by a one-year restriction on disposal after the delivery of shares. Continued employment is a prerequisite for delivery of shares. The delivery of shares is preceded by an evaluation described under "ex-post risk management".

Further information on Programme 2013 as well as Programmes 2010-2012 can be found in Swedbank's fact book, which is published on the bank's website in connection with its quarterly reports as well as in the detailed agenda items that serves as a basis for resolutions by the AGM.

Senior executives and variable compensation

Senior executives are not included in the individual variable compensation programme, only in Eken. The five highest-paid senior executives receive no variable compensation i.e. they are not included in either the individual programme or Eken.

Reporting of share-based compensation

Share-based payment is allocated in the form of so-called performance rights (future ordinary shares). Share-based payment is accrued over the maturity of each programme, since the delivery of shares is conditional on continued employment. Each programme is comprised of i) the initial performance year, followed by ii) allotments and a deferral period before iii) final transfer of the shares to participants in the year after the conclusion of the deferral period and publication of the year-end report. During the initial performance year the compensation is expressed and measured in the form of a monetary value corresponding to the performance amount. Thereafter, the compensation is expressed in terms of the number of performance rights until the delivery date.

Performance rights for each programme are valued in the accounts based on the estimated price of the ordinary share on the measurement date i.e. the date when the company and the counterparty agree to the contractual terms and conditions in each programme. Each performance right entitles its holder to one ordinary share with compensation for dividends that the performance rights do not qualify for during the programme's duration. The reported cost of each programme can change during the period until the delivery date if the performance amount changes or because the performance rights are forfeited. The reported cost excluding social insurance charges does not change when the market value of the performance rights has changed. Social insurance charges are calculated and recognised continuously based on the market value and ultimately determined at the time of delivery.

Variable Compensation Programme 2010-2013 2013 2012
Programme 2010
Total recognised expense 878 627
Recognised expense for payroll overhead costs related to
the cash settled compensation
73
Recognised expense for cash settled compensation 162
Recognised expense for social charges related to the share
settled compensation
27
Programme 2013
Recognised expense for compensation that is settled with
shares in Swedbank AB
121
Recognised expense for payroll overhead costs related to
the cash settled compensation
57
Recognised expense for cash settled compensation 151
Recognised expense for social charges related to the share
settled compensation
60 41
Programme 2012
Recognised expense for compensation that is settled with
shares in Swedbank AB
153 169
Recognised expense for payroll overhead costs related to
the cash settled compensation
–2
Recognised expense for cash settled compensation –6
Recognised expense for social charges related to the share
settled compensation
108 56
Recognised expense for compensation that is settled with
shares in Swedbank AB
119 131
Programme 2011
Recognised expense for social charges related to the share
settled compensation
32 12
Recognised expense for compensation that is settled with
shares in Swedbank AB
23 18

Number of performance rights that establish the recognised

share based expense, millions 2013 2012
Outstanding at the beginning of the period 11.6 5.7
Granted 3.0 6.1
Forfeited –0.1 –0.2
Outstanding at the end of the period 14.5 11.6
Exercisable at the end of the period 0.0 0.0
Weighted average fair value per performance right at mea
surement date, SEK
121 111
Weighted average remaining contractual life, months 22 30
Weighted average exercise price per performance right, SEK* 0 0

* Applicable for the following groups; outstanding at the beginning of the period, granted during the period, forfeited during the period, exercised during the period, expired during the period, outstanding at the end of the period, exercisable at the end of the period.

Hedge

Swedbank AB has repurchased its own shares to hedge the future share transfer on the delivery date for all current outstanding share-based compensation programmes. In total, 33 000 000 ordinary shares are held to hedge the share delivery for Programmes 2010-2013.

PENSIONS

In Sweden, the majority of employees are covered by a collective pension according to the so-called BTP plan. Since a new cooperative pension agreement for Sweden's banks took effect on 1 February 2013, there are now two pension plans, BTP1 and BTP2. BTP1 is adapted to the pension terms in other industries and is a premium-based system. BTP1 applies to all new employees as of 1 February 2013 as well as current employees younger than 25. Others will continue to be covered by BTP2, a defined benefit pension plan. In addition to the BTP plan, certain senior executives receive a premium-based retirement pension on salary above 30 income base amounts.

BENEFITS

Benefits refer to local non-monetary compensation paid in connection with employment or an assignment.

COMPENSATION TO THE CEO

Michael Wolf was appointed CEO on 1 March 2009. His employment terms contain no variable compensation. His ordinary retirement age is 65 and he receives an annual premium of SEK 3 200 000 for defined-contribution pension purposes. If Swedbank terminates his employment, Michael Wolf will receive a salary during a 12-month term of notice, in addition to severance pay for 12 months. A deduction against salary and severance pay is made for income earned from new employment. If Michael Wolf resigns himself, the term of notice is six months and no severance pay is paid.

Compensation to the President, SEK, thousands 2013 2012
Michael Wolf
Fixed compensation, salary 8 000 8 000
Other compensation/benefits 138 140
Total 8 138 8 140
Pension cost, excluding payroll tax 3 200 3 200

COMPENSATION TO OTHER SENIOR EXECUTIVES

Members of the Group Executve Committee who report directly to the CEO make up the other senior executives. Compensation to other senior executives includes compensation paid by all Group companies during the year, Swedish as well as foreign, and refers to the period during which these individuals were active as senior executives.

A total of 14 individuals were active as senior executives throughout the year: Mikael Björknert, Birgitte Bonnesen, Göran Bronner, Björn Elfstrand, Ulf Ejelöv, Mats Engstrand, Catrin Fransson, Lars Friberg, Magnus Gagner Geeber, Stojko Gjurovski, Marie Halling, Cecilia Hernqvist, Lena Smeby-Udesen, Johan Smedman. Thomas Backteman, Håkan Berg and Anders Karlsson were included for part of the year.

Compensation to the other Group Executive Management 2013 2012
Fixed compensation, salary 54 37
Variable compensation, cash
Variable compensation, share based 3 1
Other compensation/benefits* 1 1
Compensation at terminated contract** 8 7
Total 66 46
Pension cost, excluding payroll tax 20 14
Number of performance rights regarding share based
compensation 90 689 31 678
No. of persons as of 31 December 15 8

* Includes holiday pay, employee loan interest benefit, lunch subsidy, health insurance benefit, telephone and fund discount

** Includes salary during term of notice, severance, pension costs and any benefits

Pensions and other contractual terms to other senior executives

Pension overview

Pension age/payout period Defined benefit pension according to BTP plan Defined contribution pension
11 persons 65 years 10% on salary up to SEK 424 500 (7.5 IBA), 65% on
salary between SEK 424 500 -1 132 000 (7.5-20 IBA),
32.5% on salary between SEK 1 132 000 and SEK 1 698
000 (20-30 IBA)
A premium of 35% on salary above SEK 1 698 000 (30 IBA)
with a cap of SEK 4 528 000 (80 IBA) paid monthly as long as
person remains employed, though to a maximum age of 65
1 person 65 years 10% on salary up to SEK 424 500 (7.5 IBA), 65% on
salary between SEK 424 500 -1 132 000 (7.5-20 IBA),
32.5% on salary between SEK 1 132 000 and SEK 1 698
000 (20-30 IBA)
A premium of 30% on salary above SEK 1 698 000 (30 IBA)
with a cap of SEK 8 000 000 paid monthly as long as person
remains employed, though to a maximum age of 65
1 person 65 years 10% on salary up to SEK 424 500 (7.5 IBA), 65% on
salary between SEK 424 500 -1 132 000 (7.5-20 IBA),
32.5% on salary between SEK 1 132 000 and SEK 1 698
000 (20-30 IBA)
A premium of 35% on salary above SEK 1 698 000 (30 IBA)
with a cap of SEK 8 000 000 paid monthly as long as person
remains employed, though to a maximum age of 65
1 person 65 years A premium of 35% on salary up to SEK 4 528 000 per year
paid monthly as long as person remains employed, though to
a maximum age of 65
1 person 65 years A premium of 30% on salary up to SEK 4 528 000 per year
paid monthly as long as person remains employed, though to a
maximum age of 65

The income base amount is determined by the government and follows the wage trend in society. In 2013 the income base amount was SEK 56 600.

Defined-benefit pension

In a defined-benefit pension the employer promises a future pension often expressed as a percentage of salary. The defined-benefit level according to the BTP plan requires that the employee:

• Remains employed until the retirement date

• Has 30 years of service with Swedbank or other employers with similar pension plans.

A deduction is made from defined-benefit pensions for previously vested pension entitlements.

Defined-contribution pension

In a defined-contribution pension the employer allocates a specific percentage of the employee's salary to a premium. The premium for the defined-contribution pension is paid as long as the individual remains employed, but no longer than to the retirement age.

Increased pension age

In 2012 the retirement age for 6 persons was raised from 62 to 65. This means that the pension benefits which would have been paid out between the ages of 62 and 65 will be rolled forward and paid out from age 65. Continued employment until age 65 would entitle these persons to an additional pension of SEK 920 000 between 65 and 68.

Other contractual terms to other senior executives

Term of notice Severance pay Resignation
10 persons 12 months 12 months 6 months
4 persons 6 months 12 months 6 months
1 person 6 months 6 months 6 months

Conditions within the framework of the contractual terms:

  • If terminated by the bank, salary is paid during the term of notice
  • If terminated by the bank, severance pay is paid
  • If the employee resigns, no severance pay is paid unless the resignation was caused by a serious breach of contract by the bank
  • If the employee resigns, salary is paid during the term of notice • If new work is found, a deduction is made for salary income during the term of notice
  • and from the severance pay.

Limits due to agreement with National Debt Office

Since Swedbank has entered into the state guarantee programme and according to the agreement with the Swedish National Debt Office has pledged to, among other things, ensure that the following applies to the five highest paid senior executives:

  • The base salary or other fixed compensation paid to any executive may not exceed the compensation level determined prior to 20 October 2008.
  • Variable compensation, including options etc., may not be determined during the time period during which the bank's contract with the Swedish National Debt Office applies ("the contractual period''), and circumstances related to the contractual period may not be considered when variable compensation is calculated due to previous contracts and no variable compensation has been determined before the contractual period may be executed or paid during the contractual period.
  • With regard to severance pay, the terms may not be more favourable than stipulated in the employment terms for senior executives of state-owned companies.

Compensation to the Board Of Directors

Compensation for the members of the Board of Directors, as indicated in the table below, covers the financial year stretching from the AGM on 20 March 2013to the AGM on 19 March 2014 and is determined by the AGM. Board compensation consists of fixed compensation for Board work as well as fixed compensation for any committee work. The three committees are the Audit and Compliance Committee, the Risk and Capital Committee and the Remuneration Committee. During the year no costs were reported for previous Board members beyond what is indicated below. The Group does not have any pension entitlements for Board members.

2013 2012
Board fees and compensation to the Board during the year, from Annual
General Meeting to Annual General Meeting, SEK thousands
Board fees Committee
work
Total Board fees Committee
work
Total
Anders Sundström, Chair 2013, Deputy Chair 2012 1 350 350 1 700 675 350 1 025
Lars Idermark, Deputy Chair 2013, Chair 2012 675 350 1 025 1 350 350 1 700
Ulrika Francke, Director 400 100 500 400 100 500
Göran Hedman, Director 400 425 825 400 425 825
Olav Fjell, Director 400 250 650 400 250 650
Anders Igel, Director 400 100 500 400 100 500
Pia Rudengren, Director 400 250 650 400 250 650
Charlotte Strömberg, Director 400 125 525 400 100 500
Karl-Henrik Sundström, Director 400 125 525 400 125 525
Siv Svensson, Director 400 125 525 400 125 525
Total 5 225 2 200 7 425 5 225 2 175 7 400

The current Chair of the board receives fixed compensation for board work as well as fixed compensation for committee work i.e. no variable portions, pension or other benefits. The table below shows the costs reported for the years 2012 and 2013.

Compensation to the Chair, SEK thousands 2013 2012
Anders Sundström
Within framework of Board fees set by the Board 1 700
Lars Idermark
Within framework of Board fees set by the Board 1 700
Total 1 700 1 700

SUMMARY – COMPENSATION TO THE BOARD OF DIRECTORS AND SENIOR EXECUTIVES IN THE PARENT COMPANY

The Board of Directors' Remuneration Committee reviews and evaluates annual compensation guidelines for the Chair of the Board, other Board members, the CEO and other senior executives and prepares a proposal for the Board. Based on this proposal, the Board proposes compensation guidelines for them each year for approval by the AGM. Based on the guidelines approved by the AGM, the Board sets the compensation terms each year for senior executives and the head of Internal Audit. Fees to the CEO and other senior executives for internal board duties are deducted against their salaries, unless otherwise agreed to.

Total compensation to the Chair, Deputy Chair, Directors, the President and other senior executives direct reporting to the

President (key staff management) 2013 2012
Short-term employee benefits 69 52
Post employment benefits, pension costs 23 17
Termination benefits, severance pay 8 7
Share-based payments 3
Total 103 77
Amounts of outstanding balances
Granted loans 80 78

SUMMARY – COMPENSATION TO BOARDS OF DIRECTORS AND SENIOR EXECUTIVES IN THE GROUP

Shown here are the salaries and other compensation for Boards of Directors, CEOs, Vice Presidents and other senior executives in the Group. This group includes current and former employees. Fees to CEO's and other senior executives for internal board duties are deducted against their salaries, unless otherwise agreed.

2013 2012
Board of directors, President, Vice
President and other Group executives
Other
employees
All
employees
Board of directors, President, Vice Presi
dent and other Group executives
All
employees
Compensation Number of
persons
Salaries and
Board fees
Variable
compensa
tion
Salaries and
variable com
pensation
Total Number of
persons
Salaries and
Board fees
Variable
compensa
tion
Salaries and
variable com
pensation
Total
Sweden 101 127 3 4 503 4 633 97 120 3 4 311 4 434
Denmark 15 15 15 15
Estonia 22 13 3 423 439 16 10 1 427 438
Finland 29 29 44 44
Latvia 16 13 3 270 286 18 13 3 270 286
Lithuania 30 19 2 260 281 27 15 2 261 278
Luxembourg 8 7 24 31 7 11 35 46
Norway 4 2 336 338 3 403 403
USA 4 6 24 30 3 5 75 80
Other countries 1 1 16 17 1 1 14 15
Total 186 188 11 5 900 6 099 172 175 9 5 855 6 039

Pensions and loans to Boards of Directors, CEOs, Vice Presidents and equivalent senior executives

Pension costs reported in the table below refer to current and former Boards of Directors, CEOs, Vice Presidents and equivalent senior executives in the Group. The costs exclude social insurance charges and payroll taxes. Pension obligations for current and former CEOs and Vice Presidents have been funded through insurance and pension foundations. The latter's obligations amounted to SEK 392m (431). The Group has not pledged any assets or other collateral or committed to contingent liabilities on behalf of any of the above-mentioned group of senior executives.

Pension and loans to Board members, Presidents, Vice Presi
dents and equivalent senior executives 2013 2012
Cost for the year related to pensions and similar benefits 42 40
No. of persons 82 70
Granted loans 340 423
No. of persons 141 162

KEY RATIOS, EMPLOYEES

Average number of employees based on 1 585 hours per employee 2013 2012 Swedbank AB 8 117 8 256 Swedbank Finans AB 178 179 Swedbank Försäkring AB 136 144 Swedbank Robur AB 286 294 Swedbank Franchise AB 45 45 Swedbank Babs Holding AB 74 94 Ölands Bank AB 60 64 Ektornet AB 161 390 Swedbank Hypotek AB 3 3 Swedbank Luxembourg 25 31 Swedbank Estonia 2 575 2 686 Swedbank Latvia 1 801 1 809 Swedbank Lithuania 2 561 2 389 First Securities LLC, USA 5 Total 16 022 16 389

of which in

Sweden 8 501 8 713
Denmark 27 30
Estonia 2 596 2 718
Finland 29 40
China 22 22
Latvia 1 920 1 969
Lithuania 2 585 2 421
Luxembourg 46 31
Norway 266 270
USA 15 161
Ukraine 15 14
Total 16 022 16 389
Number of hours worked (thousands) 25 395 25 977
Number of Group employees at year-end excluding long
term absentees in relation to hours worked expressed as
full-time positions (refers to continuing operations) 14 265 14 498
Employee turnover including retired staff, % 2013 2012
Swedish Banking 7.1 9.0
Large Corporates & Institutions 7.0 12.2
Baltic Banking 17.5 12.0
Group Functions 10.1 22.8
Total 11.3 15.4
Other key ratios 2013 2012
Average number of employees 16 022 16 389
Number of employees at year-end 15 147 15 118
Number of full-time positions* 14 265 14 498
Absenteeism, %** 2.8 2.8
Long-term healthy employees, %** 76.7 76.3

* Refers to continuing operations

**Refers to the Swedish operations. Long-term healthy refer to employees with a maximum of five working days of sick leave during a rolling 12 month period

GENDER DISTRIBUTION

Swedbank strives for diversity, including an even distribution between women and men, among employees in general as well as among senior executives. We are convinced that it is important to maintain a balance between women and men, not least among senior executives in the parent company and the Group and their respective management teams. Consequently, we have specifically chosen as of 2011 to show their gender distribution.

Distribution by gender and
country
2013 2012
% Female Male Female Male
Sweden 54 46 55 45
Denmark 60 40 60 40
Estonia 77 23 77 23
Finland 67 33 52 48
China 44 56 44 56
Latvia 76 24 75 25
Lithuania 74 26 77 23
Luxembourg 38 62 25 75
Norway 26 74 21 79
USA 20 80 26 74
Distribution by gender 2013 2012
% Female Male Female Male
All employees 62 38 55 45
Swedbank's Board of Directors 40 60 40 60
Group Executive Management
incl. President
30 70 33 67
Group Executive Management
and their respective manage
ment teams 40 60 35 65

Swedbank has chosen in the table above to present its Board of Directors and Group Executive Committee.

The annual report contains a presentation of the gender distribution for all Boards of Directors in the Group, including subsidiaries. A summary of all of the Group's Boards, including subsidiaries, shows a distribution of 37 percent women (33) and 63 percent men (67). A summary of all of the Group's senior executives, including subsidiaries, shows a distribution of 25 percent women (26) and 75 percent men (74).

G14 Other general administrative expenses

2013 2012
Expenses for premises 8 9
Rents, etc. 1 185 1 223
IT expenses 1 650 1 574
Telecommunications, postage 141 223
Consulting 265 250
Compensation to savings banks 662 622
Other purchased services 647 603
Travel 201 172
Entertainment 49 49
Office supplies 120 132
Advertising, public relations, marketing 354 333
Security transports, alarm systems 207 388
Maintenance 158 140
Other administrative expenses 258 305
Other operating expenses 353 447
Total 6 258 6 470
Remuneration to auditors 2013 2012
Remuneration to auditors elected by Annual General
Meeting, Deloitte
Statutory audit 32 34
Other audit 2 4
Tax advisory 1 1
Other 3 4
Remuneration to other
Statutory audit 2 1
Other 3 3
Total 42 47
Own Internal Audit 63 58

G15 Depreciation/amortisation of tangible and intangible fixed assets

Depreciation/amortisation 2013 2012
Equipment 340 425
Owner-occupied properties 38 39
Investment properties 42 100
Intangible fixed assets 319 288
Total 739 852

G16 Impairments of tangible assets including repossessed lease assets

Impairments 2013 2012
Investment properties 260 258
Properties measured as inventory 413 137
Repossessed leasing assets 16 10
Other assets 4 2
Total 693 407

G17 Credit impairments

Credit impairments 2013 2012
Provisions for loans that individually are assessed
as impaired
Provisions 484 410
Reversal of previous provisions –387 –798
Provision for homogenous groups of impaired loans, net –445 –386
Total –348 –774
Portfolio provisions for loans that individually are
not assessed as impaired
–281 –621
Write-offs
Established losses 2 925 4 450
Utilisation of previous provisions –1 702 –2 878
Recoveries –383 –343
Total 840 1 229
Credit impairments for contingent liabilities and
other credit risk exposures
–151 –19
Credit impairments 60 –185
Credit impairments by valuation category
Loans and receivables 38 –216
Fair value through profit or loss 22 31
Held to maturity
Total 60 –185
Credit impairments by borrower category
Credit institutions –10 –29
General public 70 –156
Total 60 –185

G18 Tax

Tax expense 2013 2012
Tax related to previous years 209 109
Current tax 3 954 3 469
Deferred tax –64 579
Total 4 099 4 157

The difference between the Group's tax expense and the tax expense based on current tax rates is explained below:

2013 2012
SEKm per cent SEKm per cent
Results 4 099 21.2 4 157 21.4
22.0% of pre-tax profit 4 258 22.0 5 120 26.3
Difference 159 0.8 963 4.9
The difference consists of the following items:
Tax previous years –209 –1.1 –109 –0.6
Tax -exempt income/non-deductible expenses 28 0.1 –95 –0.5
Change in unrecognised deferred tax assets which effects the effective tax rate –19 –0.1 –78 –0.4
Tax-exempt capital gains and appreciation in value of shares and participating interests 1 0.0 1 0.0
Other tax basis in insurance operations 89 0.5 63 0.3
Deviating tax rates in other countries 293 1.5 802 4.1
Standard income tax allocation reserve –14 –0.1 –8 0.0
Revaluation of deferred taxes due to changed tax rate in Sweden 505 2.6
Changes in accounting policies employee benefits IAS19 –93 –0.5
Other, net –10 0.0 –25 –0.1
Total 159 0.8 963 4.9

The 2013 tax expense corresponds to an effective tax rate of 21.2 per cent (21.4). The Swedish corporate tax rate was reduced from 26.3 per cent to 22.0 per cent on 1 January 2013. Due to the lower Swedish corporate tax rate, deferred tax items for 2012 were restated. The one-off effect reduced the tax expense by SEK 505m.

2013

Deferred tax assets Opening
balance
Income
statement
Other com
prehensive
income
Equity Discontinued
operations
Exchange rate
differences
Closing
balance
Deductible temporary differences
Provision for credit impairments 58 –24 1 35
Other 298 2 –161 139
Unused tax losses 1 277 –207 –689 –6 375
Sharebased payment 10 10
Unrecognised deferred tax assets –976 40 785 9 –142
Total 657 –189 10 –65 4 417

Deferred tax liabilities

Taxable temporary differences

Untaxed reserves 2 774 –50 2 724
Hedge of net investment in foreign operations 505 –11 –252 242
Provision for pensions –1 234 23 498 –713
Cash flow hedges 106 0 –28 78
Intangible fixed assets 304 –61 0 243
Sharebased payment 0 0 0 –92 –92
Other 186 –168 0 16 –126 –7 –99
Total 2 641 –267 218 –76 –126 –7 2 383
Deferred tax in associates 14 2
Total –253 220

Deferred tax related to hedging of net investments in foreign operations and cash flow hedging is recognised directly in other comprehensive income, since the change in the value of the hedging instrument is also recognised directly in other comprehensive income. Deferred tax related to untaxed reserves in associates is included in the balance sheet line investments in associates.

In 2012 the Swedish corporate tax rate was reduced from 26.3 per cent to 22.0 per cent effective 2013. As a result, the deferred tax assets and tax liabilities which will be subject to Swedish taxation beginning in 2013 were revalued at the new tax rate as of the closing day. The 2012 revaluation, which totalled SEK 584m, had a positive effect on the year's tax expense of SEK 505m, which is recognised through the income statement, and a positive effect of SEK 82m from tax attributable to components in other comprehensive income and a negative effect of SEK 4m recognised directly in the statement of changes in equity.

Swedbank AS pays income tax in Estonia only upon distribution of its earnings. The tax rate for 2013 was 21 per cent (21). Retained earnings in Swedbank AS, which would be subject too income tax if distributed, amounted to SEK 14 976m (13 879). No deferred tax liability has been recognised in the accounts, since the parent company can control the timing when dividends are paid out and no distribution is expected in the foreseeable future. Future dividends, if any, are expected to be paid from future earnings. If retained earnings were subject to distribution, a tax expense of SEK 3 145m (2 915) would arise. The unrecognised portion of deferred tax assets amounted to SEK 142m (976). The unrecognised tax assets refer to Lithuania, SEK 53m (50), and the operations in Ektornet, SEK 89m (140). The assets are not recognised due to uncertainty when sufficient taxable earnings will be generated. See also note G2 Accounting policies.

Unused tax losses and unused tax credits according to tax calculation

Total deduction Deduction for which deferred tax is recognised Deduction
for which
deferred tax
is not
recognised
Maturity Latvia Lithuania Sweden
2014 2 2
2015 6 6
Without maturity 2 404 1 567 402 435
Total 2 412 1 567 402 8 435

When the Group determines how much of deferred tax assets will be recognised, it forecasts future taxable profits that can be utilised against tax loss carryforwards or other future tax credits. Deferred tax assets are recognised only to the extent such profits are probable. The Group expects that about 85 per cent (74) of the taxable

losses that serve as the basis for recognised deferred tax assets will be utilised before the end of 2016 i.e. within the framework of the Group's three-year financial plan. Most of the losses for which deferred tax assets are recognised derive from the Group's home markets.

2012

Opening
balance
Income
statement
Other com
prehensive
income
Equity Discontinued
operations
and business
combinations
Exchange rate
differences
Closing
balance
106 –45 –3 58
6 282 2 11 –3 298
1 556 –222 –57 1 277
–796 –219 39 –976
872 –204 2 11 –24 657

Deferred tax liabilities

Taxable temporary differences
Total 381 –317
Deferred tax in associates 14
Total 2 634 367 –317 –17 –26 2 641
Other 444 –215 –17 –26 186
Tax loss carry-forwards –1 1 0
Intangible fixed assets 339 –35 304
Cash flow hedges 215 2 –111 106
Provision for pensions –1 060 190 –364 –1 234
Hedge of net investment in foreign operations 347 158 505
Untaxed reserves 2 350 424 2 774

Unused tax losses and unused tax credits according to tax calculation

Total deduction Deduction for which deferred tax is recognised
Maturity Latvia Lithuania Russia Sweden
2013 3 3
2014 3 088 2 3 086
2015 329 6 323
2020 126 126
Without maturity 3 409 2 576 438 0 395
Total 6 955 2 576 438 126 8 3 807

G19 Earnings per share

Earnings per share are calculated by dividing profit for the year, after adjustments, attributable to holders of ordinary shares in the parent company by a weighted average number of ordinary shares outstanding. Earnings per share after dilution is calculated by dividing profit for the year, after adjustments, attributable to holders of ordinary shares in the parent company by the average of the number of ordinary shares outstanding during the year, adjusted for the dilution effect of potential shares. Profit for the year has been adjusted by deducting the dividend paid to preference shares. Earnings per share are calculated separately for continuing operations and discontinued operations. Since the outstanding preference shares call for a mandatory conversion to ordinary shares, the preference shares are included in the calculation of earnings per

share before dilution for common shares outstanding. Hence, the conversion has no effect on the calculation of earnings per share.

Swedbank's share-related compensation programmes, Programme 2010, Programme 2011, Programme 2012 and Programme 2012, give rise to potential ordinary shares from the grant date for these shares from an accounting perspective. Grant date refers here to the date when the parties agreed to the terms and conditions of the programmes. The grant date from an accounting perspective for Programmes 2010 and 2011 was 25 March 2011. For Programme 2012 the grant date was 27 March 2012. For Programme 2013 the grant date was 27 March 2013. The rights are treated as options in the calculation of earnings per share after dilution.

2013 2012
Average number of shares
Weighted average number of shares before adjustments for holdings of treasury shares, before dilution 1 099 005 722 1 099 005 722
Weighted average number of shares acquired by associates –1 624 000 –1 285 096
Weighted average number of shares, before dilution 1 097 381 722 1 097 720 626
Weighted average number of shares for dilutive potential ordinary shares resulting from share-based compensation programme 8 800 392 4 223 670
Weighted average number of shares, after dilution 1 106 182 114 1 101 944 296
Earnings per share, SEK
Profit for the year attributable to the shareholders of Swedbank AB from total operations 12 901 14 304
Preference dividends on non-cumulative preference shares declared in respect of the year 1 722 1 004
Profit for the year used for calculating earnings per share from total operations 11 179 13 300
Earnings per share total operations before dilution, SEK 10.19 12.12
Earnings per share total operations after dilution, SEK 10.11 12.07
Profit for the year attributable to the shareholders of Swedbank AB from continuing operations 15 241 15 298
Preference dividends on non-cumulative preference shares declared in respect of the year 1 722 1 004
Profit for the year used for calculating earnings per share from continuing operations 13 519 14 294
Earnings per share continuing operations before dilution, SEK 12.32 13.02
Earnings per share continuing operations after dilution, SEK 12.22 12.97
Profit for the year attributable to the shareholders of Swedbank AB from discontinued operations –2 340 –994
Profit for the year used for calculating earnings per share from discontinued operations –2 340 –994
Earnings per share discontinued operations before dilution, SEK –2.13 –0.91
Earnings per share discontinued operations after dilution, SEK –2.13 –0.91

NOTES, GROUP

119

G20 Tax for each component in other comprehensive income

2013 2012
Pre-tax
amount
Deferred
tax
Current
tax
Total tax
amount
Pre-tax
amount
Deferred
tax
Current
tax
Total tax
amount
Items that will not be reclassified to the income statement
Remeasurements of defined benefit pension plans 2 264 –498 –498 –1 653 364 364
Share of other comprehensive income of associates 12 –2 –2 –43 10 10
Total 2 276 –500 –500 –1 696 374 374
Items that may be reclassified to the income statement
Exchange differences, foreign operations 3 133 –1 480
Hedging of net investments in foreign operations –910 252 –50 202 1 050 –158 –27 –185
Cash flow hedges –127 28 28 –421 111 111
Share of other comprehensive income of associates –115 21
Total 1 981 280 –50 230 –830 –47 –27 –74
Other comprehensive income 4 257 –220 –50 –270 –2 526 327 –27 300

G21 Treasury bills and other bills eligible for refinancing with central banks, etc.

Carrying amount
Amortised cost
Nominal amount
2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit
or loss
Trading
Swedish government 45 017 13 868 19 391 44 000 12 360 17 315 42 234 9 889 14 577
Swedish municipalities 626 711 115 626 711 115 625 711 115
Foreign governments 9 308 3 842 4 981 9 219 3 722 4 924 9 131 3 659 4 913
Other non-Swedish issuers 1 308 1 237 124 1 309 1 237 124 1 306 1 235 124
Total 56 259 19 658 24 611 55 154 18 030 22 478 53 296 15 494 19 729
Valuation category, held to maturity*
Foreign governments 555 825 1 242 555 825 1 242 534 804 1 252
Total 555 825 1 242 555 825 1 242 534 804 1 252
Total 56 814 20 483 25 853 55 709 18 855 23 720 53 830 16 298 20 981

* The fair value of held-to-maturity investments amounted to SEK 593m (899).

G22 Loans to credit institutions

2013 2012 1/1/2012
Valuation category, loans and receivables
Swedish banks 58 862 39 752 46 260
Swedish credit institutions 608 1 052
Foreign banks 14 296 29 100 17 414
Foreign credit institutions 1 402 37
Total 74 560 69 497 64 726
Valuation category, fair value through profit or loss
Trading
Swedish banks 1 1
Swedish banks, repurchase agreements 1 130
Swedish credit institutions, repurchased agreements 946 4 120 6 940
Foreign banks 59 10
Foreign banks, repurchase agreements 5 498 4 975 5 726
Foreign credit institutions, repurchase agreements 1 274 6 828 18 662
Total 7 718 15 983 32 469
Total 82 278 85 480 97 195
2013 2012 1/1/2012
Subordinated loans
Associates 120 120 120
Other companies 53 58 57
Total 173 178 177

G23 Loans to the public

2013 2012 1/1/2012
Valuation category, loans and receivables
Swedish public 710 175 575 233 518 509
Foreign public 183 300 174 432 184 248
Change in value due to hedge accounting at fair value 58 58 38
Foreign public, repurchase agreements 23 15 15
Total 893 556 749 738 702 772
Valuation category, fair value through profit or loss
Trading
Swedish public 387
Swedish public, repurchase agreements 28 680 31 753 33 500
Foreign public
Foreign public, repurchase agreements 19 235 16 183 8 883
Other
Swedish public 323 439 441 190 465 912
Total 371 354 489 126 508 682
Total 1 264 910 1 238 864 1 211 454

The maximum credit risk exposure for lending measured at fair value corresponds to the carrying amount

During 2013 the Group has elected to use the so called fair value option to a much lesser extent than previously. This has meant that the carrying amount in the valuation category fair value through profit or loss, other, has decreased while the carrying amount in the valuation category loans and receivables has increased.

Finance lease agreements distributed by maturity

2013 < 1 yr. 1—5 yrs. > 5 yrs. Total
Gross investment 8 624 13 019 1 797 23 440
Unearned finance income 463 873 265 1 601
Net investment 8 161 12 146 1 532 21 839
Provisions for impaired claims related to minimum lease payments 27

The residual value of the leases in all cases are guaranteed by the lessees. Finance leasing are included in Loans to the public and relates to vehicles, machinery, boats etc.

Finance lease agreements distributed by maturity

2012 < 1 yr. 1—5 yrs. > 5 yrs. Total
Gross investment 9 190 10 450 5 143 24 783
Unearned finance income 637 984 706 2 327
Net investment 8 553 9 466 4 437 22 456
Provisions for impaired claims related to minimum lease payments 53

The residual value of the leases in all cases are guaranteed by the lessees. Finance leasing are included in Loans to the public and relates to vehicles, machinery, boats etc.

G24 Bonds and other interest-bearing securities

Issued by other than public agencies Carrying amount Amortised cost Nominal amount
2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit
or loss
Trading
Swedish mortgage institutions 52 023 55 526 65 359 51 492 54 726 64 629 49 750 52 563 62 890
Swedish financial entities 27 278 20 391 9 593 27 005 19 985 9 531 26 347 19 527 9 489
Swedish non-financial entities 5 793 5 538 5 008 5 789 5 519 4 987 5 778 5 495 4 940
Foreign financial entities 26 137 23 110 21 707 26 002 22 857 21 564 25 866 22 683 21 365
Foreign non-financial entities 13 401 9 222 8 091 13 323 9 080 7 984 13 143 9 031 8 031
Total 124 632 113 787 109 758 123 611 112 167 108 695 120 884 109 299 106 715
Valuation category, held to maturity*
Foreign mortgage institutions 888 1 245 1 508 888 1 245 1 508 889 1 261 1 515
Foreign financial entities 48 46 906 48 46 906 49 47 908
Foreign non-financial entities 17 246 286 17 246 286 17 248 289
Total 953 1 537 2 700 953 1 537 2 700 955 1 556 2 712
Total 125 585 115 324 112 458 124 564 113 704 111 395 121 839 110 855 109 427

* The fair value of held-to-maturity investments amounted to SEK 946m (1 533).

In the aggregate, the carrying amounts exceed the nominal amounts i.e. the amounts that will be redeemed on the maturity date.

G25 Financial assets for which the customers bear the investment risk

2013 2012 1/1/2012
Valuation category, fair value through profit or loss
Other
Fund units 108 111 94 091 86 129
Interest-bearing securities 2 112 2 142 1 915
Shares 9 225 7 961 7 703
Total 119 448 104 194 95 747

G26 Shares and participating interests

Carrying amount Cost
2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit or loss
Trading
Trading stock 5 312 7 271 1 386 5 011 7 166 1 534
Fund shares 1 121 326 140 1 100 300 138
For protection of claims 23 14 136 29 14 136
Other 1 7
Other
Credit institutions 501 338 244 338 244 217
Other shares 100 91 38 97 89 33
Total 7 058 8 040 1 951 6 575 7 813 2 058
Valuation category, available for sale
Tenant owner rights 44 38 38 43 38 38
Other 7 28 26 7 30 26
Total 51 66 64 50 68 64
Total 7 109 8 106 2 015 6 625 7 881 2 122
of which unlisted 90 65 96

Unlisted holdings are valued at their latest transaction price. Holdings in the valuation category available for sale have been estimated at acquisition cost, since a more reliable fair value is not considered to be available.

G27 Investments in associates

2013 2012 1/1/2012
Fixed assets
Credit institutions 3 221 3 235 2 796
Other associates 419 317 270
Total 3 640 3 552 3 066
Opening balance 3 552 3 066 2 710
Additions during the year 129 30 36
Change in accumulated profit shares 112 563 465
Disposals during the year –36 –127 –143
Translation difference equity in associates –117 20 –2
Closing balance 3 640 3 552 3 066
Credit institutions
EnterCard Holding AB, Stockholm
556673-0585
3 000
1 697
420
50.00
Färs & Frosta Sparbank AB, Lund
516401-0091
1 478 700
459
257
30.00
Sparbanken Rekarne AB, Eskilstuna
516401-9928
865 000
247
125
50.00
Swedbank Sjuhärad AB, Borås
516401-9852
950 000
746
287
47.50
Vimmerby Sparbank AB, Vimmerby
516401-0174
340 000
72
41
40.00
Total
3 221
1 130
Other associates
BDB Bankernas Depå AB, Stockholm
556695-3567
13 000
13
7
20.00
BGC Holding AB, Stockholm
556607-0933
29 177
76
11
29.17
Finansiell ID-Teknik BID AB, Stockholm
556630-4928
12 735
21
24
28.30
Rosengård Invest AB, Malmö
556756-0528
5 625
6
10
25.00
UC AB, Stockholm
556137-5113
2 000
29
20.00
Getswish AB, Stockholm
556913-7382
10 000
4
4
20.00
Owned by subsidiaries
AS Sertifitseerimiskeskus, Tallinn
10747013
16
5
1
25.00
Babs Paylink AB, Stockholm
556567-2200
4 900
76
34
49.00
Bankomat AB, Stockholm
556817-9716
150
39
55
20.00
Hemnet Sverige AB, Stockholm
556536-0202
250
150
50
50.00
Total
419
196
Total
3 640
1 326
2013
Corporate identity, domicile
Corporate identity
number
Number Carrying amount cost Share of capital,
%
Year's share of
associate's
pre-tax profit
548
82
55
127
2
814
1
5
-2
-1
10
1
17
1
6
38
852

The share of the voting rights in each entity corresponds to the share of its equity.

All shares are unlisted.

The holding in EnterCard is a joint venture.

Total assets and liabilities in associates amounted to SEK 72 095m (63 479) and SEK 63 113m (54 629), respectively, while income and profit for 2013 amounted to SEK 5 906m (5 784) and SEK 1 960m (1 696), respectively.

G28 Derivatives

The Group trades in derivatives in the normal course of business and for the purpose of hedging certain positions that are exposed to share price, interest rate, credit and currency risks. Interest rate swaps that hedge the interest rate risk component in loan portfolios or in certain debt securities in issue and subordinated liabilities are sometimes recognised as hedging instruments in hedge accounting at fair value. The derivatives are recognised at fair value with changes in value through profit or loss in the same manner as for other derivatives. In note G10 Net gains and losses on financial items at fair value, any ineffectiveness of the hedges is recognised as the change in value of the derivative together with the change in value of the hedged risk component. Interest rate and currency swaps sometimes also hedge projected future interest or currency payments, so-called cash flow hedges. Future estimated cash flows that are hedged by the swaps are disclosed below. Since the derivatives are recognised as hedging instruments, the effective portion of the change in fair value is recognised in other comprehensive income. Changes in the value of derivatives used to hedge the net investment in foreign operations are also recognised in other comprehensive income. Any ineffectiveness in hedge accounting is recognised in net gains and losses on financial items at fair value. The carrying amount of derivatives included in hedge accounting is reported separately below. The carrying amounts of all derivatives refer to fair value including accrued interest.

Nominal amount 2013
Remaining contractual maturity
Nominal amount Positive fair value Negative fair value
< 1 yr. 1-5 yrs. > 5 yrs. 2013 2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Derivatives in hedge accounting
Fair value hedges
Interest-rate-related
Swaps 84 265 263 537 44 051 391 853 421 417 15 208 23 029 17 569 1 189 56 1
Currency-related
Swaps 65 65 7 391 620 1 457 7 1
Total 84 330 263 537 44 051 391 918 428 808 15 208 23 649 19 026 1 196 56 2
Derivatives in portfolio fair
value hedges
Interest-rate-related
Swappar 5 000 46 100 1 750 52 850 38 414
Total 5 000 46 100 1 750 52 850 38 414
Cash flow hedges
Interest-rate-related
Swaps 731 598 1 329 1 837 11 37 136
Currency-related
Swaps 9 287 13 132 22 419 32 626 3 104 5 252 3 813
Total 731 9 885 13 132 23 748 34 463 3 115 5 289 3 949
Net investment in foreign
operations
Currency-related contracts
Swaps 1 510 1 510 1 698 9 75
Total 1 510 1 510 1 698 9 75
Other derivatives
Interest-related contracts
Options 113 697 397 466 85 404 596 567 611 440 1 601 2 218 1 468 1 563 1 737 1 814
Forward contracts 6 140 785 4 354 773 10 495 558 6 999 018 3 688 5 390 6 776 3 640 5 454 6 993
Swaps 621 818 1 206 286 434 210 2 262 314 2 338 889 31 977 51 312 49 682 36 465 56 881 53 000
Other 132 1 204 1 492 2 828 2 231 37 59 20 1 1
Currency-related contracts
Options 2 163 53 415 55 578 43 131 578 333 302 528 519 307
Forward contracts 747 257 15 935 763 192 794 294 5 255 9 149 16 516 5 622 10 385 16 997
Swaps 130 577 138 446 50 688 319 711 360 665 8 213 10 878 11 340 6 283 13 332 9 609
Other 992 126 1 118 945 13 19 75 13 19 27
Equity-related contracts
Options 21 921 13 627 6 940 42 488 39 159 2 277 1 513 1 462 1 039 798 864
Forward contracts 7 257 9 7 266 5 182 67 2 3 48 1 23
Swaps 2 893 99 2 992 2 743 385 225 273 30 63 140
Other 753 6 759 1 169 8 21 30 7 22 30
Credit-related contracts
Swaps 1 380 10 246 757 12 383 9 392 114 21 65 168 33 40
Commodity-related contracts
Options 42 42 23 19
Other 1 146 1 146 9 8
Total 7 792 813 6 191 638 579 491 14 563 942 11 208 258 54 245 81 140 88 012 55 434 89 245 89 845
Gross amount 7 884 384 6 511 160 638 424 15 033 968 11 673 227 69 500 104 789 107 038 60 159 94 665 93 796
Offset amount –5 148 –2 524 –3 312 –5 148 –2 524 –3 312
Net amount presented in the
balance sheet 7 884 384 6 511 160 638 424 15 033 968 11 673 227 64 352 102 265 103 726 55 011 92 141 90 484
of which cleared 2 180 970 880 373 29 032 3 090 375 3 828 786 1 696 2 530 3 587 2 364 3 142 3 838

Maturity distribution regarding future hedged cash flows in cash flow hedge accounting

< 1 yr. 1-3 yrs. 3-5 yrs. 5-10 yrs. >10 yrs.
Negative cash flows (liabilities) 183 11 824 447 2 799 7 455

Future cash flows above, expressed in SEKm, are exposured to variability attibutable to changed interest rates and/or changed currency rates.

These future cash flows are hedged with derivatives, recognised as cash flow hedges, with opposite cash flows that eliminate the variability.

G29 Intangible fixed assets

Indefinite useful life Definite useful life
Internally devel
2013 Goodwill Customer base oped software Other Total
Cost, opening balance 15 682 1 721 998 995 19 396
Additions through business combinations 19 19
Additions through internal development 73 73
Additions through separate acquisitions 72 396 468
Sales and disposals –2394 –142 –137 –2 673
Discontinued operations –22
Exchange rate differences 394 21 6 421
Cost, closing balance 13 701 1 672 1 071 1 238 17 682
Amortisation, opening balance –743 –404 –442 –1 589
Amortisation for the year –97 –107 –115 –319
Sales and disposals 57 8 65
Discontinued operations 19
Exchange rate differences –19 –10 –29
Amortisation, closing balance –802 –511 –540 –1 853
Impairments, opening balance –4 230 –102 –4 –31 –4 367
Impairments for the year –170 –12 –182
Sales and disposals 2 394 86 2 480
Exchange rate differences –105 2 1 –102
Impairments, closing balance –1 941 –14 –174 –42 –2 171
Carrying amount 11 760 856 386 656 13 658

For intangible assets with a finite useful life, the amortisable amount is allocated systematically over the useful life. Systematic amortisation relates to both straight line and increasing or decreasing amortisation. The original useful life is between 3 and 15 years. There was no need for impairment.

Indefinite useful life Definite useful life
2012 Goodwill Customer base Internally devel
oped software
Other Total
Cost, opening balance 15 996 1 918 945 967 19 826
Additions through business combinations
Additions through internal development 116 116
Additions through separate acquisitions 8 184 192
Sales and disposals –63 –147 –210
Exchange rate differences –314 –205 –9 –528
Cost, closing balance 15 682 1 721 998 995 19 396
Amortisation, opening balance –812 –361 –476 –1 649
Amortisation for the year –103 –83 –110 –296
Sales and disposals 40 139 179
Exchange rate differences 172 5 177
Amortisation, closing balance –743 –404 –442 –1 589
Impairments, opening balance –4 234 –114 –30 –4 378
Impairments for the year –3 –14 –3 –20
Sales and disposals
Exchange rate differences 7 26 –1 –1 31
Impairments, closing balance –4 230 –102 –4 –31 –4 367
Carrying amount 11 452 876 590 522 13 440
Carrying amount
Specification of intangible assets with indefinite useful life Acquisition year 2013 2012 1/1/2012
Goodwill
Swedbank Robur AB 1995 328 328 328
Föreningsbanken AB 1997 1 342 1 342 1 342
Swedbank Försäkring AB 1998 651 651 651
Kontoret i Bergsjö 1998 13 13 13
Ölands Bank AB 1998 9 9 9
FSB Bolåndirekt Bank AB 2002 159 159 159
Svenska kyrkans fondaktiebolag 2005 3
Söderhamns Sparbank AB 2007 24 24 24
Svensk Fastighetsförmedling 2013 19
Sweden 2 545 2 526 2 529
of which banking operations 1 547 1 547 1 550
of which other 998 979 979
Swedbank AS 1999 1 078 1 041 1 078
Swedbank AS 2000 11 11 11
Swedbank AB 2001 127 123 127
Swedbank AS 2005 7 818 7 560 7 828
Baltic countries 9 034 8 735 9 044
of which allocated to:
Banking operations in Estonia 3 781 3 651 3 782
Banking operations in Latvia 1 946 1 892 1 955
Banking operations in Lithuania 3 307 3 192 3 307
First Securities ASA 2005 181 191 189
Norway 181 191 189
Total 11 760 11 452 11 762

Value in use

Goodwill acquired in business combinations has been allocated to the lowest possible cash generating unit. The recoverable amount has been determined based on value in use. This means that the assets' estimated future cash flows are calculated at present value using a discount rate. Estimated future cash flows are based on the Group's established three-year financial plans. The most important assumptions in the three-year plan are management's estimate of net profit, including credit impairments, growth in each economy, both GDP and industry growth, and the trend in risk weighted assets. Financial planning is done at a lower level than the cash generating unit. The necessary assumptions in the planning are based as far as possible and appropriate on external information. Future cash flows are subsequently estimated with the help of long-term assumptions on growth in risk weighted assets as well as on net profit in relation to risk weighted assets. Due to the long-term nature of the investments, cash flow is expected to continue indefinitely. Use of an indefinite cash flow is motivated by the fact that all cash generating units are part of the Group's home markets, which it has no intention of leaving. Net cash flow refers to the amount that theoretically could be received as dividends or must be contributed as capital to comply with capital adequacy or solvency rules. The Group currently believes that a Common Equity Tier 1 capital ratio of 15 per cent (14) is reasonably the lowest level for the cash generating unit, because of which any surpluses or deficits calculated in relation to this level are theoretically considered to be payable as dividends or will have to be contributed as capital and therefore constitute net cash flow. The discount rate is determined based on the market's risk-free rate of interest, the market's yield requirements, the unit's performance in the stock market in relation to the entire market, and the asset's specific risks. The discount rate is adapted to various periods if needed. Any adjustments needed to the discount factor are determined based on the economic stage the cash generating unit is in and means that each year's cumulative cash flow is discounted by a unique discounting factor. Projected growth in risk weighted assets corresponds to estimated inflation, projected real GDP growth and any additional growth expected in the banking sector, depending on the economic stage that the sector is in. In accordance with IAS 36, the long-term growth estimate does not include any potential increase in market share. Long-term growth estimates are based on external projections as well as the Group's experience and growth projections for the banking sector in relation to GDP growth and inflation. Estimated net profit in relation to risk weighted assets is based on historical experience and adjusted based on the economic stage the cash generating unit is in. The adjustment is also based on how the composition of the cash generating unit's balance sheet is expected to change. The parameters are based as far as possible on external sources. The most important assumptions and their sensitivity are described in the table on the following page.

RWA growth RWA growth Average RWA growth RWA growth
% % % %
2013 2012 2013 2012 2013 2012 2013 2012
Cash-generating unit 2013-2015 2012-2014 2016-2048 2015-2048 2016-2048 2015-2048 2049- 2049-
Banking operations
Estonia –1.9 –5.7 5.9–3.1 6.0–3.1 4.2 3.9 3.0 3.0
Latvia –6.5 –9.1 4.9–3.1 5.0–3.1 3.9 3.8 3.0 3.0
Lithuania –16.5 0.4 4.9–3.1 5.0–3.1 3.8 3.5 3.0 3.0
Sweden 2.0 0.5 3.0 3.0–3.0 3.0 3.0 3.0 3.0
Average annual discount rate Annual discount rate Average annual discount rate Annual discount rate
% % % %
2013 2012 2013 2012 2013 2012 2013 2012
Cash-generating unit 2013–2015 2012–2014 2016–2048 2015–2048 2016–2048 2015–2048 2049– 2049–
Banking operations
Estonia 10.1 11.1 10.1–9.0 11.1–9.0 9.4 9.6 9.0 9.0
Latvia 11.9 12.8 11.9–9.0 12.8–9.0 9.8 10.1 9.0 9.0
Lithuania 11.4 12.1 11.4–9.0 12.1–9.0 9.8 10.0 9.0 9.0
Sweden 8.4 9.0 8.4–8.4 9.0–9.0 8.4 9.0 8.4 9.0

Sensitivity analysis, change in recovarable amount

Net asset including goodwill,
carrying amount, SEKm
Recoverable amount,
SEKm
growth by 1 percentage point Decrease in assumption of yearly percentage point Increase in discount rate by 1
Cash-generating unit 2013 2012 2013 2012 2013 2012 2013 2012
Banking operations
Estonia 20 781 19 624 26 250 25 854 –1 515 –1 903 –2 254 –2 471
Latvia 11 144 9 865 11 937 10 106 –87 –302 –371 –617
Lithuania 11 899 9 896 14 003 11 881 –1 152 –1 213 –1 941 –1 528
Sweden* 33 910 31 939 46 358 41 768 823 958 –3 353 –2 901

* The cash-generating unit is part of the segment Swedish Banking.

Sensitivity analysis

Given a reasonable change in any of the above assumptions, there would be no impairment loss for any cash generating unit. For the other cash generating units, with the exception of the banking operations in Lithuania, there is still room for a reasonable change in both assumptions were to occur simultaneously as indicated in the table i.e. both an increase in the discount rate of 1 percentage point and a decrease in the growth assumption of 1 percentage point. The Group is also confident there is room for a reasonable change in the net profit margin assumption without causing an impairment loss.

Banking operations in Baltic countries

Recognised goodwill totalled at SEK 9 034m (8 735). Essentially the same assumptions were used in the impairment testing for 2013 as at the previous year-end. The threeyear financial plans have been updated, as a result of which the initial growth assumptions after the planning period have been reduced. The discounting factor has been updated with new country-specific risk premiums. No impairments were identified on the closing day. The three-year financial plans have been updated based on conditions

in each country. Initial growth assumed in the established three-year financial plans is based on management's best estimate of inflation, real GDP growth and growth in the banking sector in each market. The assessments are based on external sources. After the planning period a linear reduction of annual growth is assumed during the period between 2017 and 2048 from 5–6 per cent down to 3 per cent, which is considered sustainable growth for a mature market. The initial discount rate for each period reflects a country-specific risk premium that will converge on a straight-line basis to 5 per cent, which is considered relevant for a mature market. Risk premiums are derived from external sources. The discount rate before tax for the period 2014-2016 was approximately 12 per cent (13).

Other cash generating units, excluding banking operations

Other recognised goodwill totalled SEK 1 179m (519). No impairments were needed as of the closing day. Average annual growth for other cash generating units has been assumed to be 3 per cent (3) and the average discount rate was 8 per cent (9), or 11 per cent (12) before tax.

G30 Tangible assets

Current assets Fixed assets
Owner-occupied
2013 Properties Equipment properties Total
Cost, opening balance 2 778 4 333 1 221 8 332
Additions 255 488 68 811
Sales and disposals –1 199 –1 547 –81 –2 827
Discontinued operations 19
Exchange rate differences –3 28 40 65
Cost, closing balance 1 831 3 321 1 248 6 381
Amortisation, opening balance –3 237 –334 –3 571
Amortisation for the year –340 –38 –378
Sales and disposals 1 185 12 1 197
Discontinued operations –17
Exchange rate differences –21 –10 –31
Amortisation, closing balance –2 430 –370 –2 783
Impairments, opening balance –123 –123
Impairments for the year –413 –413
Sales and disposals 79 79
Exchange rate differences –1 –1
Impairments, closing balance –458 –458
Carrying amount 1 373 891 878 3 140

The useful life of equipment is deemed to be between three and ten years and its residual value is deemed to be zero as in previous years. The depreciable amount is recognised linearly in profit or loss during the useful life. There was no change in useful lives in 2013. No indications of impairment were identified on the balance sheet date for equipment and owner-occupied properties. Equipment included operating leases, mainly motor vehicles, with an accumulated cost of SEK 138m (427) and accumulated depreciation of

SEK 50m (165). Future minimum lease payments amount to SEK 55m (182), of which SEK 50m (167) will be received after more than one year but within five years.

Individual structural components are deemed to have useful lives of between 12 and 25 years. The residual value is deemed to be zero. The depreciable amount is recognised linearly in profit or loss during the useful life. Land is deemed to have an indefinite useful life and therefore is not depreciated. Estimated useful lives have been changed in individual cases.

Current assets Fixed assets
2012 Properties Equipment Owner-occupied properties Total
Cost, opening balance 2 418 4 455 1 263 8 136
Additions 1 196 503 18 1 717
Sales and disposals –802 –634 –19 –1 455
Exchange rate differences –34 9 –41 –66
Cost, closing balance 2 778 4 333 1 221 8 332
Amortisation, opening balance –3 394 –316 –3 710
Amortisation for the year –445 –39 –484
Sales and disposals 594 11 605
Exchange rate differences 8 10 18
Amortisation, closing balance –3 237 –334 –3 571
Impairments, opening balance –43 –43
Impairments for the year –138 –138
Sales and disposals 53 53
Exchange rate differences 5 5
Impairments, closing balance –123 –123
Carrying amount 2 655 1 096 887 4 638

G31 Investment properties

2013 2012
Cost, opening balance 2 946 4 275
Additions 279 125
Sales and disposals –2 232 –1 235
Exchange rate differences –7 –219
Cost, closing balance 986 2 946
Amortisation, opening balance –177 –160
Amortisation for the year –42 –102
Sales and disposals 158 59
Exchange rate differences 26
Amortisation, closing balance –61 –177
Impairments, opening balance –376 –205
Impairments for the year –260 –316
Sales and disposals 394 59
Exchange rate differences 2 86
Impairments, closing balance –240 –376
Carrying amount 685 2 393

Individual structural components are deemed to have useful lives of between 12 and 25 years. The residual value is deemed to be zero. The depreciable amount is recognised linearly in profit or loss during the useful life. Land is deemed to have an indefinite

useful life and therefore is not depreciated. Investment properties, which are owned by Ektornet, are expected to be sold in 2014.

G32 Other assets

2013 2012 1/1/2012
Security settlement claims 5 743 2 522 3 705
Other* 3 835 5 858 3 826
Total 9 578 8 380 7 531
Gross, security settlement claims 10 178 4 957 5 969

* Includes credit impairment reserve of SEK 12m (61) in the Group primarily related to accounts receivable. Property taken over to protect claims amounted to SEK 19m (16) in the Group.

G33 Prepaid expenses and accrued income

2013 2012 1/1/2011
Accrued interest income 5 907 6 278 7 027
Other 1 085 1 458 1 344
Total 6 992 7 736 8 371

G34 Amounts owed to credit institutions

2013 2012 1/1/2012
Valuation category, loans and receiva
bles
Swedish banks 78 644 61 101 49 942
Swedish credit institutions 1 356 3 656 2 486
Foreign banks 30 592 47 709 62 956
Foreign credit institutions 2 906 1 026 1 629
Total 113 498 113 492 117 013
Valuation category, fair value through
profit or loss
Trading
Swedish banks, repurchase agreements 4 182 3 433 8 326
Swedish credit institutions, repurchased
agreements
250 2 734 5 411
Foreign banks, repurchase agreements 3 691 2 543 8 848
Total 8 123 8 710 22 585
Total 121 621 122 202 139 598

G38 Short positions in securities G35 Deposits and borrowings from the public

2013 2012 1/1/2011
Valuation category, other financial
liabilities
Deposits from Swedish public 455 871 407 791 380 119
Deposits from foreign public 139 922 124 199 130 687
Funding 653 808 488
Total 596 446 532 798 511 294
Valuation category, fair value through
profit or loss
Trading
Deposits from Swedish public, repurchase
agreements
18 852 19 058 14 318
Deposits from foreign public, repurchase
agreements
3 089 2 707
Other*
Deposits from Swedish public 2 466 25 100 36 084
Total 24 407 46 865 50 402
Total 620 853 579 663 561 696
*nominal amount 2 466 25 041 35 979

G36 Financial liabilities for which the customers bear the investment risk

2013 2012 1/1/2012
Valuation category, fair value through
profit or loss
Other
Investment contracts, unit-link 113 123 97 661 86 566
Investment contracts, life 7 454 7 443 9 883
Total 120 577 105 104 96 449

G37 Debt securities in issue

2013 2012 1/1/2012
100 170 106 589 116 041
470 697 467 416 427 029
49 1 018 11 033
101 292 117 872 113 669
185 1 268 1 121
16 31 43
672 409 694 194 668 936
8 546 6 929
13 682 14 910 17 545
41 615 49 804 87 830
218
55 297 73 260 112 522
727 706 767 454 781 458
8 578 30 392 75 568
38 621 45 729 99 349
2013 2012 1/1/2012
Valuation category, fair value through
profit or loss
Trading
Shares 121 40 1 880
Interest-bearing securities 17 398 18 189 28 723
Total 17 519 18 229 30 603
of which own issued shares 37 107
of which own issued interest-bearing
securities
1 797 7 591

G39 Pension provisions

Defined benefit pension plans are recognised in the balance sheet as a provision and in the income statement in its entirety as a pension cost in staff costs. Revaluations of defined benefit pension plans are recognised in other comprehensive income. The provision in the balance sheet is a net of the pension obligations and the fair value of the assets allocated for the purpose of funding the obligations, so-called plan assets. The Group calculates provisions and costs for defined benefit pension obligations based on the obligations' significance and assumptions related to future development. The pension obligations as well as the cost of services rendered and interest expense for the pension obligations include payroll tax, which is calculated according to an actuarial method.

Nearly all employees in the Swedish part of the Group are covered by the BTP defined benefit pension plan (a multi-employer occupational pension for Swedish banks). According to this plan, employees are guaranteed a lifetime pension corresponding to a specific percentage of their salary and mainly comprising retirement pension, disability pension and survivor's pension. Remuneration levels differ for salaries with different income base amounts. For salaries over 30 income base amounts, there is

Amount reported in balance sheet for defined
benefit pension plans 2013 2012 1/1/2012
Funded pension obligations and payroll tax 19 835 21 483 19 316
Fair value of plan assets –16 910 –16 248 –15 667
Total 2 925 5 235 3 649
Changes in funded defined benefit pension
plans, including payroll tax 2013 2012
Opening obligations 21 483 19 316
Current service cost and payroll tax 756 742
Interest expense on pension obligations 579 654
Pension payments –696 –670
Payroll tax payments –179 –178
Remeasurement –2 103 1 619
Exchange rate differences –5
Closing obligations 19 835 21 483
2013 2012 2013
Funded pension obligations, including payroll
tax Number of
Active members 9 427 10 576 8 495
Deffered members 2 754 3 177 10 103
Pensioners 7 654 7 730 9 732
Total 19 835 21 483 28 330
Vested benefits 16 126 17 392
Non-vested benefits 3709 4 091
Total 19 835 21 483
of which attributable to future salary
increases 2 982 3 289
Changes in plan assets 2013 2012
Opening fair value 16 248 15 667
Interest income on plan assets 462 542
Contributions by the employer 738 743
Pension payments –696 –670
Remeasurement 161 –34
Exchange rate differences –3
Closing fair value 16 910 16 248

no pension according to BTP. Consequently, the Group's provision and pension cost are affected by each employee's anticipated longevity, final salary and income base amounts. The pension plan also contains a complementary retirement pension which has been defined contribution since 2001 rather than defined benefit. As of 2013 the complementary pension is reported as a defined benefit pension plan until 2001, due to which the funded pension obligations have increased by the same amount as the plan assets. As a result, the pension provision in the balance sheet has not been affected. Comparative figures have been restated. In 2012 BTP was renegotiated as entirely a defined contribution pension plan for all new employees as of 2013. The defined benefit pension plan is therefore being dissolved. In connection with the renegotiation, a change was also agreed to in existing employees' ability to freely choose a slightly earlier pension age. The effect on profit from the change in the existing defined benefit pension plan was included in 2012 in the current service cost. The defined benefit portion of the BTP plan is funded by purchasing pension insurance from the insurance company SPK (Sparinstitutens PensionsKassa Forsäkringsforening). SPK administers pensions and manages pension assets for Swedbank and other employers. The Group has to determine its share of the plan assets held by SPK. The share amounted to slightly over 70 per cent. This is done using the metric SPK is likely to have used on the closing day to distribute assets if the plan were immediately dissolved or if a situation arose that required an additional payment from employers due to insufficient assets. The employers are responsible for ensuring that SPK has sufficient assets to meet the pension plan's obligations measured on the basis of SPK's legal obligations. There is no such deficit. SPK's asset management is mainly based on the regulations it faces. The Group's provision and pension cost are therefore affected by SPK's return on assets.

For individuals who have been in executive positions, there are complementary individual defined benefit pension obligations. They are funded through provisions to pension funds. The provisions comply with the Act on Safeguarding Pension Benefits.

In addition, there is a small defined benefit pension plan for employees of Swedbank AB's Norwegian branch. The plan's closing pension liability at the end of the year was SEK 56m (60). Plan assets amounted to SEK 43m (46). The amounts are reported below together with the Swedish pension plan. The Group has no other defined benefit plans.

Fair value of plan assets 2013 of which
quoted
market
price
in an
active
market
2012 of which
quoted
market
price
in an
active
market
Bank balances 888 544
Debt instruments 11 642 11 642
Swedish government and municipali
ties
6 727 6 727
Swedish credit institutions 3 765 3 765
Swedish public 294 294
Foreign 31 31
Equity instruments, foreign 3 3
Derivatives, interest-raterelated –16
Derivatives, currency-related 22
Investment funds, shares 5 183 5 183 4 062 4 062
Other 13
Total 16 910 16 003 16 248 15 704
of which own issued instruments
bank balances
839 544
Undiscounted cash flows No maturity/
discount
Remaining maturity 2013 < 1 yr 1–5 yrs 5–10 yrs > 10 yrs effect Total
Funded pension obligations, including payroll tax 942 3 337 3 956 32 878 –21 278 19 835
Plan assets 3 888 5 173 1 894 408 5 547 16 910
Expected contributions by the employer 775
Undiscounted cash flows No maturity/
discount
Remaining maturity 2012 < 1 yr 1–5 yrs 5–10 yrs > 10 yrs effect Total
Funded pension obligations, including payroll tax 936 3 280 3 868 31 777 –18 378 21 483
Plan assets 3 735 4 970 1 820 392 5 331 16 248
Expected contributions by the employer 778
Pension costs reported in income statement 2013 2012
Current service cost and payroll tax 756 742
Interest expense on pension obligations 579 654
Interest income on plan assets –462 –542
Pension cost defined befenit pension plans 873 854
Premiums paid for defined contribution pension
plands and payroll tax 211 205
Total 1 084 1 059
Remeasurements of defined benefit pension plans
reported in other comprehensive income
2013 2012
Actuarial gains and losses based on experience 240 469
Actuarial gains and losses arising from changes in
financial assumptions
1 863 –2 088
Return on plan assets, excluding amounts included
in interest income
161 –34
Total 2 264 –1 653
Actuarial assumptions, per cent 2013 2012
Financial
Discount rate, 1 January
Discount rate, 31 December
2.84
3.44
3.45
2.84
Future annual salary increases, 1 January 4.00 4.00
Future annual salary increases, 31 December 4.00 4.00
Future annual pension indexations/inflation,
1 January
2.00 2.00
Future annual pension indexations/inflation,
31 December
2.00 2.00
Future annual changes in income base amount,
1 January
3.00 3.00
Future annual changes in income base amount,
31 December
3.00 3.00
Demographic
Entitled employees who choose early retirement
option
50.00 50.00
Future annual employee turnover 3.50 3.50
Expected remaining life for a 65 year old man 22 22
Expected remaining life for a 65 year old woman 24 24
Sensitivity analysis, pension obligations 2013 2012
Financial
Change in discount rate - 25 bps 858 929
Change in salary assumption +25 bps 420 455
Change in pension indexation/inflation
assumption +25 bps
589 638
Change in income base amount assumption
-25 bps
172 186
Demographic
All entitled employees choose early retirement
option at maximum
1 322 1 432
Change in employee turnover assumption
-25 bps
56 61
Expected remaining life for a 65 year-old man and
woman +2 years
1 187 1 285

When the cost of defined benefit pension plans is calculated, financial and demographic assumptions have to be made for factors that affect the size of future pension payments. The discount rate is the interest rate used to discount the value of future payments. The interest rate is based on a market rate of interest for first-class corporate bonds traded on a functioning market with remaining maturities and currencies matching those of the pension obligations. The Group considers Swedish covered mortgage bonds as such bonds, because of which the discount rate is based on their quoted prices. The Group's own issues are excluded. Quoted prices are adjusted for remaining maturities with the help of prices for interest rate swaps. A reduction in the discount rate of 0.25 bp would increase the pension provision by approximately SEK 858m (929) and the pension cost by SEK 22m (17). Future annual salary increases reflect projected future salary increases as an aggregate effect of both contractual wage increases and wage drift. The final benefits under BTP are determined on the basis of the income base amount. Therefore, future changes in the income base amount have to be estimated. Annual pension indexation has to be determined as well, since indexation historically has always been necessary. BTP gives employees born in 1966 or earlier the option to choose a slightly earlier retirement age than normal in exchange for a slightly lower benefit level. Since this option is totally voluntary on the part of those employees, an estimate is made of the future outcome. Early retirements jointly agreed to by the employer and employee are recognised as they arise rather than estimated among actuarial assumptions. The assumption of the remaining lifetime of beneficiaries is updated annually.

G40 Insurance provisions

Life insurance Non-life insurance Total
2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Opening balance 1 537 1 776 1 990 112 103 110 1 649 1 879 2 100
Provisions 843 1 017 665 224 190 170 1 067 1 207 835
Payments –908 –1 208 –865 –208 –178 –176 –1 116 –1 386 –1 041
Exchange rate differences 41 –48 –14 4 –3 –1 45 –51 –15
Closing balance 1 513 1 537 1 776 132 112 103 1 645 1 649 1 879

Provisions for insurance contracts

The Group makes provisions for the insurance contracts or parts of contracts where significant insurance risks are transferred from the policyholder to the Group. Insurance risks are different than financial risks and mean that the Group compensates the policyholder if a specified uncertain future event has a negative impact on the policyholder. The Group is compensated through premiums received from policyholders. Provisions

are made for established claims and correspond to the amount that will be paid out. Provisions are also made for claims that have not yet been reported. A statistical assessment of anticipated claims based on previous years' experience with each type of insurance contract is used as a basis for the amount of the provision. Assumptions are made with regard to interest rates, morbidity, mortality and expenses.

G41 Other liabilities and provisions G43 Subordinated liabilities

2013 2012 1/1/2012
Security settlement liabilities 2 507 3 591 3 059
Other liabilities 11 762 13 033 10 000
Provisions for guarantees 53 131 206
Other provisions 75 58 44
Total 14 397 16 813 13 309
Gross, security settlement liabilities 6 943 6 122 5 323

G42 Accrued expenses and prepaid income

Accrued interest expenses 10 718 13 138 14 650
Other 3 476 3 644 3 963
Total 14 194 16 782 18 612
2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, other financial
liabilities
Subordinated loans 4 631 7 907 10 034
Change in the value due to hedge
accounting at fair value –12 122 355
Total subordinated loans 4 619 8 029 10 389
Undated subordinated loans 5 037 5 537 8 244
of which Tier 1 capital contribution 5 540 6 278 6 801
Change in the value due to hedge
accounting at fair value
503 741 898
Total undated subordinated loans 5 540 6 278 9 142
2013 2012 1/1/2012 Total 10 159 14 307 19 531

G44 Equity

2013 2012 1/1/2012
Restricted equity
Share capital, ordinary shares 24 904 20 925 20 269
Share capital, preference shares 3 979 4 082
Share capital, C shares 32
Statutory reserve 8 741 9 196 9 334
Other reserve 18 788 13 401 15 222
Total 52 433 47 501 48 939
Non-restricted equity
Currency translation from foreign
operations –540 –2 847 –2 253
Cash flow hedges –139 –42 268
Share premium reserve 13 206 13 206 13 118
Retained earnings 44 580 45 214 36 339
Total 57 107 55 531 47 472
Non-controlling interest 165 154 140
Total equity 109 705 103 186 96 551
Ordinary shares
Number of shares 2013 2012 1/1/2012
Number of shares authorised,
issued and fully paid 1 132 005 722 951 149 816 965 190 117
Repurchased shares –33 000 000 –33 000 000 –57 168 814
Associate's holdings in shares –1 599 000 –600 000 –600 000
Number of outstanding shares 1 097 406 722 917 549 816 907 421 303
Opening balance 917 549 816 907 421 303 951 723 439
Conversion from preference
shares 179 856 906 10 128 513 12 866 678
Repurchased shares –57 168 814
Closing balance 1 097 406 722 917 549 816 907 421 303

The quote value per share is SEK 22.

G45 Fair value of financial instruments

Carrying amounts and fair values of financial instruments

A comparison between the carrying amount and fair value of the Group's financial assets and financial liabilities according to the definition in IAS 39 is presented below.

Determination of fair values of financial instruments

The Group uses various methods to determine the fair value for financial instruments depending on the degree of observable market data in the valuation and the activity in the market. An active market is considered a regulated or reliable marketplace where quoted prices are easily accessible and which demonstrates regularity. Activity is continuously evaluated by analysing factors such as trading volumes and differences in bid and ask prices.

The methods are divided in three different levels:

  • Level 1: Unadjusted, quoted price on an active market
  • Level 2: Adjusted, quoted price or valuation model with valuation parameters derived from an active market
  • Level 3: Valuation model where a majority of valuation parameters are non-
  • observable and based on internal assumptions.

When financial assets and financial liabilities in active markets have market risks that offset each other, an average of bid and ask prices is used as a basis to determine the fair values. For any open net positions, bid and sell rates are applied based on what is applicable i.e. bid rates for long positions and ask rates for short positions.

Changes in equity for the period and the distribution according to IFRS are indicated in the statement of changes in equity. Swedbank AB can issue three classes of shares: ordinary shares, preference shares and C shares. The ordinary shares and preference shares carry one vote each and a share in profits. In 2013 all preference shares were converted to ordinary shares. In 2012 all C shares were redeemed, due to which there are no longer any C shares outstanding. Treasury shares are not eligible for dividends. In 2012 the share capital was reduced by SEK 610 773 555 through the redemption of 24 168 814 ordinary shares, 3 415 641 preference shares and 1 500 000 C shares. In connection with the redemption, the quota value of the shares was raised from SEK 21 to SEK 22 per share.

Preference shares

Number of shares 2013 2012 1/1/2012
Number of shares authorised,
issued and fully paid 180 855 906 194 400 060
Repurchased shares –3 415 641
Associate's holdings in shares –999 000 –549 900
Number of outstanding shares 179 856 906 190 434 519
Opening balance 179 856 906 190 434 519 206 750 738
Conversion to A shares –179 856 906 –10 128 513 –12 866 678
Repurchased shares –3 415 641
Associate's acquisition of shares –449 100 –33 900
Closing balance 0 179 856 906 190 434 519

The quote value per share is SEK 22.

C shares
Number of shares 2013 2012 1/1/2012
Number of shares authorised,
issued and fully paid
1 500 000
Repurchased shares –1 500 000
Number of outstanding
shares 0
Opening balance 0
Issued 1 500 000
Repurchased shares –1 500 000
Closing balance 0

In cases that lack an active market, fair value is determined with the help of established valuation methods and models. In these cases assumptions that cannot be directly attributed to a market may be applied. These assumptions are based on experience and knowledge of the valuation of financial markets. The goal, however, is to always maximise the use of data from an active market. All valuation methods and models and internal assumptions are validated continuously by the independent risk control unit. In cases where it is considered necessary, adjustments are made to reflect fair value, so-called fair value adjustments. This is done to correctly reflect the parameters in the financial instruments and which will be reflected in their valuations. For OTC derivatives, for example, where the counterparty risk is not settled with cash collateral, the fair value adjustment is based on the current counterparty risk (CVA and DVA). In cases where the model risk is considered reliable, an assessment is also made of whether a fair value adjustment should be made given the model risk.

The Group has a continuous process that identifies financial instruments which indicate a high level of internal assumptions or low level of observable market data. The process determines how to make the calculation based on how the internal assumptions are expected to affect the valuation. In cases where internal assumptions have a significant impact on fair value, the financial instrument is reported in level 3. The process also includes an analysis based on the quality of valuation data and whether any types of financial instruments will be transferred between the various levels.

For variable-rate lending and deposits, the carrying amount coincides with fair value. The carrying amounts and fair values coincide for the most part because the large share of financial instruments is recognised at their fair value.

2013 2012 1/1/2012
Fair value Carrying
amount
Differ
ence
Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference
Assets
Financial assets covered by IAS 39
Cash and balances with central banks 59 382 59 382 130 058 130 058 164 307 164 307
Treasury bills etc. 56 852 56 814 38 20 557 20 483 74 25 810 25 853 –43
of which fair value through profit or loss 56 259 56 259 19 658 19 658 24 611 24 611
of which held to maturity 593 555 38 899 825 74 1 199 1 242 –43
Loans to credit institutions 82 231 82 278 –47 85 479 85 480 –1 97 195 97 195
of which loans receivables 74 513 74 560 –47 69 496 69 497 –1 64 726 64 726
of which fair value through profit or loss 7 718 7 718 15 983 15 983 32 469 32 469
Loans to the public 1 270 138 1 264 910 5 228 1 245 755 1 238 864 6 891 1 213 660 1 211 454 2 206
of which loan receivables 898 784 893 556 5 228 756 629 749 738 6 891 704 978 702 772 2 206
of which fair value through profit or loss 371 354 371 354 489 126 489 126 508 682 508 682
Value change of interest hedged items in portfolio hedge 62 62
Bonds and interest-bearing securities 125 579 125 585 –6 115 320 115 324 –4 112 370 112 458 –88
of which fair value through profit or loss 124 632 124 632 113 787 113 787 109 758 109 758
of which investments held to maturity 947 953 –6 1 533 1 537 –4 2 612 2 700 –88
Financial assets for which the customers bear the
investment risk
119 448 119 448 104 194 104 194 95 747 95 747
Shares and participating interest 7 109 7 109 8 106 8 106 2 015 2 015
of which fair value through profit or loss 7 058 7 058 8 040 8 040 1 951 1 951
of which available for sale 51 51 66 66 64 64
Derivatives 64 352 64 352 102 265 102 265 103 726 103 726
Other financial assets 15 403 15 403 14 547 14 547 14 357 14 357
Total 1 800 556 1 795 343 5 213 1 826 281 1 819 321 6 960 1 829 187 1 827 112 2 075
Investment in associates 3 640 3 552 3 066
Financial assets held for sale 1 758 99 128
Non-financial assets 20 066 23 888 26 714
Total 1 820 807 1 846 860 1 857 020
2013 2012 1/1/2012
Fair value Carrying
amount
Differ
ence
Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference
Liabilities
Financial liabilities covered by IAS 39
Amounts owed to credit institutions 121 621 121 621 122 202 122 202 139 611 139 598 13
of which other financial liabilities 113 498 113 498 113 492 113 492 117 026 117 013 13
of which fair value through profit or loss 8 123 8 123 8 710 8 710 22 585 22 585
Deposits and borrowings from the public 620 816 620 853 –37 579 663 579 663 561 698 561 696 2
of which other financial liabilities 596 409 596 446 –37 532 798 532 798 511 296 511 294 2
of which fair value through profit or loss 24 407 24 407 46 865 46 865 50 402 50 402
Debt securities in issue 733 556 727 706 5 850 774 152 767 454 6 698 782 753 781 458 1 295
of which other financial liabilities 678 259 672 409 5 850 700 892 694 194 6 698 670 231 668 936 1 295
of which fair value through profit or loss 55 297 55 297 73 260 73 260 112 522 112 522
Financial liabilities for which the customers bear the
investment risk 120 577 120 577 105 104 105 104 96 449 96 449
Subordinated liabilities 10 072 10 159 –87 14 077 14 307 –230 20 788 19 531 1 257
of which other financial liabilities 10 072 10 159 –87 14 077 14 307 –230 20 788 19 531 1 257
Derivatives 55 011 55 011 92 141 92 141 90 484 90 484
Short positions securities 17 519 17 519 18 229 18 229 30 603 30 603
of which fair value through profit or loss 17 519 17 519 18 229 18 229 30 603 30 603
Other financial liabilities 24 987 24 987 29 762 29 762 27 709 27 709
Total 1 704 159 1 698 433 5 726 1 735 330 1 728 862 6 468 1 750 095 1 747 528 2 567
Financial liabilities held for sale 219 76 97
Non-financial liabilities 12 450 14 736 12 844
Total 1 711 102 1 743 674 1 760 469

Financial instruments recognised at fair value

The following tables describe fair values at three valuation levels for financial instruments recognised at fair value.

Level 1 primarily contains equities, fund shares, bonds, treasury bills, commercial paper and standardised derivatives, where the quoted price is used in the valuation. Securities in issue traded on an active market are included in this category as well.

Level 2 primarily contains less liquid bonds that are valued on the curve, lending, funding, liabilities in the insurance operations whose value is directly linked to a specific asset value, and derivatives measured on the basis of observable prices. For less liquid bond holdings, an adjustment is made for the credit spread based on observable market inputs such as the market for credit derivatives. For loans to the public where there are no observable market inputs for credit margins at the time of measurement, the credit margin of the last transaction executed with the same counterparty is used. This includes the majority of mortgage lending and certain other fixed-rate lending in Swedish Banking at fair value. Securities in issue that are not quoted but measured according to quoted prices for similar quoted bonds are also included on level 2.

Level 3 contains other financial instruments where internal assumptions have a significant effect on the calculation of fair value. Level 3 primarily contains unlisted equity instruments and illiquid options. The options hedge changes in the market values of combined debt instruments, so-called structured products. The structured products consist of a corresponding option element and a host contract, which in principle is an ordinary interestbearing bond. When it determines the level on which the financial instruments are reported, the Group evaluates them entirely on an individual basis. Since the bond portion of the structured products essentially represents financial instrument's fair value, the internal assumptions used to value the illiquid option element normally do not have a significant effect on the valuation. The financial instrument is then reported on level 2. For individual options that hedge the structured products, the internal assumptions are of greater significance, because of which several are reported as derivatives on level 3. Generally, the Group always hedges the market risks that arise in structured products, because of which differences between the carrying amounts of assets and liabilities on level 3 do not reflect differences in the use of internal assumptions in the valuation. To estimate the sensitivity of the volatility of the illiquid

options, two types of shifts have been made. The shifts are based on each product type of and are considered reasonable changes. A reduction in volatility of 20 per cent would reduce the fair value of all options on level 3 by about SEK 25m. An increase in volatility of 20 per cent would increase the fair value of all options on level 3 by about SEK 30m. Corresponding offsetting changes in value arise for financial instruments reported on level 2.

When valuation models are used to determine fair value of financial instruments on level 3, the consideration that has been paid or received is assessed as the best evidence of fair value at initial recognition. Because of the possibility that a difference could arise between this fair value and the fair value calculated at that time in the valuation model, so called day 1 profit or loss, the Group adjusts the valuation models to avoid such differences. As of year-end there were no cumulative differences that were not recognised through profit or loss. Financial instruments are transferred to or from level 3 depending on whether the internal assumptions have changed in significance for the valuation.

During the year there were no significant transfers of financial instruments between valuation levels 1 and 2.

Changes in the value of loans to the public, measured according the fair value option and attributable to changes in credit risk, amounted to SEK -13m (–34) during the period and are recognised as credit impairments. Cumulative value changes of that kind amounted to SEK -60m (-102). The amount is determined as the difference between current estimated creditworthiness and estimated creditworthiness of the borrower on the lending date. Other changes in fair value are considered attributable to changes in market risks. The change in the value of securities in issue on level 2, which are measured according to the fair value option and attributable to changes in Swedbank's own credit worthiness, amounted to SEK 0m (–155) during the period. The value change is recognised in net gains and losses on financial items at fair value. Cumulative value changes amounted to SEK –125m (–125). The change due to Swedbank's own credit risk has been determined by calculating the difference in value based on current prices from external dealers for Swedbank's own credit risk in its own unquoted issues and the value based on prices of its own credit risk for its own unquoted issues on the origination date.

The following table shows financial instruments measured at fair value as per 31 December distributed by valuation level.

2013
Level 1 Level 2 Level 3 Total
Assets
Treasury bills and other bills eligible for refinancing with central banks, etc 29 265 26 994 56 259
Loans to credit institutions 7 718 7 718
Loans to the public 371 354 371 354
Bonds and interest-bearing securities 92 285 32 347 124 632
Shares and participating interest 6 912 140 57 7 109
Financial assets for which the customers bear the investment risk 119 448 119 448
Derivatives 93 64 126 133 64 352
Total 248 003 502 679 190 750 872
Liabilities
Amounts owed to credit institutions 8 123 8 123
Deposits and borrowings from the public 24 407 24 407
Debt securities in issue 29 003 26 294 55 297
Financial liabilities for which the customers bear the investment risk 120 577 120 577
Derivatives 762 54 230 19 55 011
Short positions securities 17 519 17 519
Total 47 284 233 631 19 280 934
2012
Level 1 Level 2 Level 3 Total
Assets
Treasury bills and other bills eligible for refinancing with central banks, etc 17 812 1 846 19 658
Loans to credit institutions 60 15 923 15 983
Loans to the public 489 126 489 126
Bonds and interest-bearing securities 83 263 30 182 342 113 787
Shares and participating interest 7 866 160 14 8 040
Financial assets for which the customers bear the investment risk 104 194 104 194
Derivatives 7 102 195 63 102 265
Total 213 202 639 432 419 853 053

Liabilities

Amounts owed to credit institutions 8 710 8 710
Deposits and borrowings from the public 46 865 46 865
Debt securities in issue 33 900 39 360 73 260
Financial liabilities for which the customers bear the investment risk 105 104 105 104
Derivatives 625 91 516 92 141
Short positions securities 18 229 18 229
Total 52 754 291 555 344 309
Changes in level 3
Assets
Debt
securities
Equity
instruments
Derivatives Total Derivatives
Opening balance 342 14 63 419
Sale of assets –11 –11
Maturities –342 –342
Transferred from Level 2 to Level 3 54 120 174 26
Gains or loss –50 –50 –7
of which in the income statement, net gains and losses on
financial items at fair value
–50 –50 –7
of which changes in unrealised gains or losses for items held at closing day –50 –50 –7
Closing balance 57 133 190 19
Liabilities
Debt
securities
Equity
instruments
Derivatives Total
390 71 461
–7 –7
–51 –51
63 63
–48 1 –47
–48 1 –47
–48 1 –47
342 14 63 419
2012
Assets

Financial instruments recognised at amortised cost

The following tables presents the fair value divided by the three different valuation levels for financial instruments recognised at amortised cost.

2013
Carrying
amount
Fair value
Level 1 Level 2 Level 3 Total
Assets
Treasury bills and other bills eligible for refinancing with central banks, etc. 555 593 593
Loans to credit institutions 74 560 74 513 74 513
Loans to the public 893 556 898 784 898 784
Bonds and other interest-bearing securities 953 73 874 947
Total 969 624 666 973 297 874 974 837
Liabilities
Amounts owed to credit institutions 113 498 113 498 113 498
Deposits and borrowing from the public 596 446 596 409 596 409
Debts securities in issue 672 409 262 554 415 705 678 259
Subordinated liabilities 10 159 10 072 10 072
Total 1 392 512 262 554 1 135 684 1 398 238

G46 Reclassification of financial assets

Swedbank chose as of 1 July 2008 to reclassify certain interest-bearing securities which, owing to extraordinary market conditions, had become illiquid. Market conditions at the time were distinguished by extreme turbulence, a shortage of liquidity and a lack of quoted prices on active markets. The holdings, as listed in the table below, were reclassified from trading to held to maturity, since the instruments are no longer held for trading purposes. Instead, management intends, and has the capacity, to hold them to maturity. Financial instruments in the category held for trading are recognised

at fair value with changes in value recognised in profit or loss. Financial instruments in the category held to maturity are recognised at amortised cost less impairments. No impairments were needed as of 31 December 2013, which means that all contractual cash flows are expected to be received. All the holdings are Residential Mortgage Backed Securities (RMBS).

2013 2012 2011 2010 2009 2008
Carrying amount 888 1 059 2 365 4 287 7 203 8 138
Nominal amount 889 1 061 2 375 4 332 7 306 8 328
Fair value 873 1 037 2 269 4 140 6 872 7 988
Gains/loss recognised through profit or loss
Gains/loss that would be recognised through profit or loss if the assets
were not reclassified
–14 –22 –95 –147 –332 –150
Effective interest rate on day of reclassification, %
Recognised interest income after reclassification 4 20 60 70 185 160

Nominal amounts and carrying amounts are affected by changes in exchange rates. Carrying amounts are also affected by the allocations of discounts in accordance with the effective interest method.

G47 Financial assets and liabilities which have been offset or are subject to netting or similar agreements

The tables below present recognized financial instruments which have been offset in the balance sheet under IAS 32 and those which are subject to legally enforceable master netting or similar agreements but do not qualify for offset. Such financial instruments relate to derivatives, repurchase and reverse repurchase agreements, security settlement claims and security settlement liabilities, securities borrowing and lending transactions. Collateral amounts represent financial instruments or cash collateral received or pledged for transactions that are subject to a legally enforceable master netting or similar agreement. Collateral amounts are limited to the amount of the related instruments presented in the balance sheet; therefore any over-collateralisation is not included. Amounts that are not offset in the balance sheet are presented as a reduction to the Net financial assets or liabilities in order to derive net asset and net liability exposures.

Assets 2013 2012
Deriva
tives
Reverse
repur
chase
agree
ments
Security
settle
ment
claims
Securities
borrow
ing
Total Deriva
tives
Reverse
repur
chase
agree
ments
Security
settle
ment
claims
Securities
borrow
ing
Total
Financial assets, which are not offset and are not
subject to netting or similar agreements 2 723 5 683 8 406 3 334 2 522 5 856
Net financial assets, which are offset or are subject to
netting or similar agreements 61 629 55 655 60 223 117 567 98 932 63 874 407 163 213
Total amount presented in the balance sheet 64 352 55 655 5 743 223 125 973 102 266 63 874 2 522 407 169 069
Financial assets, which are offset or are subject to
netting or similar agreements
Gross amount 66 777 56 526 4 495 223 128 021 101 456 67 377 2 435 407 171 675
Offset amount –5 148 –871 –4 435 –10 454 –2 524 –3 503 –2 435 –8 462
Net financial assets, which are offset or are sub
ject to netting or similar agreements
61 629 55 655 60 223 117 567 98 932 63 874 407 163 213
Amounts not offset in the balance sheet
Financial instruments, subject to netting or
similar agreements
42 305 42 305 70 640 70 640
Financial instruments, collateral 1 987 55 555 223 57 765 15 63 874 407 64 296
Cash, collateral 10 680 77 10 757 16 775 16 775
Total amounts not offset in the balance sheet 54 972 55 632 223 110 827 87 430 63 874 407 151 711
Net exposure 6 657 23 60 6 740 11 502 11 502
Liabilities 2013 2012
Deriva
tives
Repur
chase
agree
ments
Security
settle
ment
liabilities
Securities
lending
Total Deriva
tives
Repur
chase
agree
ments
Security
settle
ment
liabilities
Securities
lending
Total
Financial liabilities, which are not offset and are not
subject to netting or similar agreements
1 700 2 183 3 883 3 209 2 547 5 756
Net financial liabilities, which are offset or are subject
to netting or similar agreements
53 312 30 064 325 177 83 878 88 933 30 475 1 044 120 452
Total amount presented in the balance sheet 55 012 30 064 2 508 177 87 761 92 142 30 475 3 591 126 208
Financial liabilities, which are offset or are
subject to netting or similar agreements
Gross amount
58 460 30 935 4 760 177 94 332 91 457 33 978 3 479 128 914
Offset amount –5 148 –871 –4 435 –10 454 –2 524 –3 503 –2 435 –8 462
Net financial liabilities, which are offset or are
subject to netting or similar agreements
53 312 30 064 325 177 83 878 88 933 30 475 1 044 120 452
Amounts not offset in the balance sheet
Financial instruments, subject to netting or
similar agreements
42 305 42 305 70 640 70 640
Financial instruments, collateral 1 914 30 036 177 32 127 1 082 30 467 31 549
Cash, collateral 7 437 3 7 440 14 678 14 678
Total amounts not offset in the balance sheet 51 656 30 039 177 81 872 86 400 30 467 116 867
Net exposure 1 656 25 325 2 006 2 533 8 1 044 3 585

G48 Specification of adjustments for non-cash items in operating activities

2013 2012
Amortised origination fees –656 –584
Unrealised changes in value/currency changes 2 447 –1 607
Capital gains/losses on sale of subsidiaries and associates –80 –11
Capital gains/losses on property and equipment –144 –91
Undistributed share of equity in associates –319 –673
Depreciation and impairment of tangible fixed assets including
repossessed leased assets
700 912
Amortisation and impairment of goodwill and other intangible
fixed assets
501 316
Credit impairment 444 1 075
Changes to provisions for insurance contracts 19 –188
Prepaid expenses and accrued income 768 612
Accrued expenses and prepaid income –4 935 –720
Share-based payment 418 314
Discontinued operations 340
Other –3 185
Total –500 –460

G49 Dividend paid and proposed

2013 2012
Ordinary shares SEK per
share
Total SEK per
share
Total
Dividend paid 9.90 9 158 5.30 4 821
Proposed dividend 10.10 11 100 9.90 9 090
2013 2012
Preference shares SEK per
share
Total SEK per
share
Total
Dividend paid 9.90 1 722 5.30 1 004
Proposed dividend 9.90 1 790

The Board of Directors recommends that shareholders receive a dividend of SEK 10.10 per ordinary share (9.90) in 2014 for the financial year 2013, corresponding to SEK 11 100m.

G50 Assets pledged, contingent liabilities and commitments

Assets pledged

Assets pledged for own liabilities 2013 2012 1/1/2012
Government securities and bonds pledged with
the Riksbank
10 710 11 449
Government securities and bonds pledged with
foreign central banks
868 922 1 458
Government securities and bonds pledged for
liabilities credit institutions
6 735 1 217 13 612
Government securities and bonds pledged for
deposits from the public
12 699 25 271 20 816
Government securities and bonds pledged for
derivatives
162
Loans pledged for securities in issue * 740 215 700 907 673 410
Financial assets pledged for investment
contracts
118 627 103 432 94 971
Cash 7 178 14 120 11 650
Total 897 032 857 480 832 341

The carrying amount of liabilities for which assets are pledged amounted to SEK 677 631m (677 283) for the Group in 2013.

*The pledge is defined as the borrower's nominal debt including accrued interest.

Other assets pledged 2013 2012 1/1/2012
Securities loans 177 149 1 817
Government securities and bonds pledged for
other commitments 2 675 862 1 262
Cash 334 217 274
Total 3 186 1 228 3 353

Companies in the Group regularly pledge financial assets as collateral for their obligations to central banks, stock exchanges, central securities depositories, clearing organisations and other institutions with similar or closely related functions, as well as to insurance policyholders. The transactions can be made by one or more of companies in the Group depending on the operations of each company. These financial assets are recognised as assets pledged. Companies in the Group also participate in arrangements that are not pledges, but where financial assets are used for similar purposes. Such financial assets are also recognised as assets pledged. One example of assets pledged is when financial assets of a certain value are transferred to derivative counterparties to offset their credit risk vis-à-vis the Group. Another example involves certain transfers of financial assets which the Group is obligated to repurchase, so-called repos. A third example is that certain types of credit can be included in the cover pool for covered bonds and thereby give preferential rights to the assets to investors who hold such bonds. Because of the pledges and other arrangements mentioned above, the value of the financial assets in question cannot be utilised in any other way as long as the pledge or arrangement remains in effect. The transactions are made on commercial terms.

Contingent liabilities

Nominal amount 2013 2012 1/1/2012
Loan guarantees 5 588 5 586 7 135
Other guarantees 14 620 14 226 13 862
Accepted and endorsed notes 80 83 106
Letters of credit granted but not utilised 1 528 2 363 2 813
Other contingent liabilities 121 84 335
Total 21 937 22 342 24 251
Provision for anticipated credit impairments –53 –131 –206

Commitments

Nominal amount 2013 2012 1/1/2012
Loans granted but not paid 129 912 121 410 116 559
Overdraft facilities granted but not utilised 68 297 66 766 69 400
Total 198 209 188 176 185 959

G51 Transferred financial assets

The Group transfers ownership of financial assets in connection with repos and security loans. Although ownership has been transferred in these transactions, the asset remains on the balance sheet since the Group is still exposed to the asset's risk of fluctuating in value. This is because the agreement stipulates at the time of transfer that the asset will be restored. The sales proceeds received in connection with repos are recognised as liabilities. All assets and related liabilities are recognised at fair value and included in the valuation category fair value through profit and loss, trading.

Liabilities related to securities lending refer to collateral received in the form of cash. These liabilities are reported in the valuation category other financial liabilities. In addition to what is indicated in the table for securities lending, collateral is received in the form of other securities to cover the difference between the fair value of the transferred assets and the recognised liability's fair value. The Group had no transfers of financial assets during the year which have been derecognised and where the Group has continuing involvment.

Transferred assets Associated liabilities
2013 Carrying
amount
Of which
repurchase
agreements
Of which
securities
lending
Carrying
amount
Of which
repurchase
agreements
Of which
securites
lending
Valuation category , fair value through profit or loss
Trading
Equity instruments 317 317 223 223
Debt securities 19 904 19 904 19 906 19 906
Total 20 221 19 904 317 20 129 19 906 223
Transferred assets Associated liabilities
Carrying Of which
repurchase
Of which
securities
Carrying Of which
repurchase
Of which
securites
2012 amount agreements lending amount agreements lending
Valuation category , fair value through profit or loss
Trading
Equity instruments 471 471 407 407
Debt securities 33 964 33 964 33 964 33 964
Total 34 435 33 964 471 34 371 33 964 407

G52 Operational leasing

The agreements relate mainly to premises in which the Group is the lessee. The terms of the agreements comply with customary practices and include clauses on inflation

and property tax. The combined amount of future minimum lease payments that relate to non-cancellable agreements is allocated on the due dates as follows.

2013 Expenses Income subleasing Total
2014 763 14 749
2015 445 8 437
2016 290 5 285
2017 237 4 233
2018 224 224
2019 144 144
2020 96 96
2021 93 93
2022 93 93
2023 or later 1 056 1 056
Total 3 441 31 3 410
2012 Expenses Income subleasing* Total
2013 634 14 620
2014 490 9 481
2015 203 4 199
2016 182 3 179
2017 151 151
2018 151 151
2019 150 150
2020 79 79
2021 81 81
2022 or later 986 986
Total 3 107 30 3 077

* Historical figures for 2012 have been restated due to reclassification.

Business combinations refer to acquisitions of businesses in which the parent company directly or indirectly obtains control of the acquired business.

Business combination in 2013

Swedbank Franchise AB acquired 100 per cent of the shares in Svensk Fastighetsförmedling AB at the end of 2013. Svensk Fastighetsförmedling AB owns 25 per cent of Hemnet AB.

The acquisition took place during the latter part of December and the acquired company did not contribute to profit for 2013 after its acquisition date. If the company had been acquired at the beginning of the financial year, it would have contributed approximately SEK 96m to income and SEK 8m to profit.

Carried in the
Group on acqui
sition date
Carried in the
acquired entity
on acquisition
date
Cash 41 41
Investments in associates 125 25
Other assets 25 25
Assets 191 91
Liabilities 36 36
Subsidiary's net assets 155 55
Purchase price paid in cash 254
Cash flow
Acquired cash and cash equivalents in subsidiary 41
Cash paid –254
Net –213

Business combination in 2012

The Latvian subsidiary Swedbank Lizings SIA acquired 100% of the shares in Hipolizings SIA, a leasing company in Latvia. The acquisition was made in cash.

Carried in the
Group on acquisi
tion date
Carried in the
acquired entity
on acquisition
date
Lending to the public 487 567
Deferred tax assets 12
Other assets 22 22
Assets 521 589
Liabilities 515 515
Subsidiary's net assets 6 74
Purchase price paid in cash 6 0

Cash flow

Acquired cash and cash equivalents in subsidi-

ary
Cash paid –6
Net –6
Mortgage loans, fair value 487
Mortgage loans, contractual value 567
Mortgage loans, estimate of contractual pay
ments which are expected not to be received
80

From the acquisition date the acquired company contributed SEK 3m to profit for 2012. If it had been acquired at the beginning of the financial year, the company would have contributed approximately SEK 5m.

G53 Business combinations G54 Change in ownership interest in subsidiary

On 3 April 2012 Swedbank AB sold 30% of the shares in the subsidiary ATM Holding AB for SEK 1m. As a result of the disposal, the Group's equity attributable to Swedbank AB's shareholders increased by SEK 1m. On 28 December 2012 Swedbank Försäkring AB acquired 40 per cent of the shares in the subsidiary Aktiv Försäkringsadministration i Stockholm AB from the minority shareholders for SEK 2m. The shareholding thus increased from 51 to 91 per cent.

2012
Non-controlling interest, carrying amount, before the acquisition/
disposal 2
Non-controlling interest, carrying amount, after the acquisition/disposal
Change in retained earnings attributable to sharholders of Swedbank
AB 1
Cost, cash 1
Cash flow 1

G55 Discontinued operations

2013 2012
Profit from discontinued operations Russia Ukraine Lithuania Total Russia Ukraine Lithuania Total
Income 133 22 225 380 219 143 118 480
Expenses 140 65 216 421 184 266 131 581
Profit before impairments –7 –43 9 –41 35 –123 –13 –101
Credit impairments/impairments –119 –2 –121 42 –973 –931
Operating profit –126 –45 9 –162 77 –1 096 –13 –1 032
Tax expense 14 24 –1 37 –16 51 35
Profit for the year from discontinued operations –112 –21 8 –125 61 –1 045 –13 –997
Post-tax profit for the year recognised on the
measurement at fair value less sale costs
–340 –340
Reclassification to the income statement of cumu
lated exchange differences
–1 875 –1 875
Profit for the year from discontinued operations,
after tax
–112 –2 236 8 –2 340 61 –1 045 –13 –997
Profit for the year attributable to:
Shareholders of Swedbank AB –112 –2 236 7 –2 341 61 –1 045 –10 –994
Non-controlling interests 1 1 –3 –3
Assets classified as held for sale Russia Ukraine Lithuania Total Russia Ukraine Lithuania Total
Loans to the public 1 027 1 027
of which impaired loans 430 430
of which provisions 251 251
Tangible assets 2 102 104 109 109
Other assets 607 124 731 99 99
Total assets 1 636 226 1 862 208 208
Liabilities classified as held for sale
Amounts owed to credit institutions 29 29
Other liabilities 121 98 219 47 47
Total liabilities 121 98 219 76 76

In 2013 the Group's Russian and Ukrainian operations were reclassified as discontinued operations. The assets and related liabilities of these companies are recognised as assets and liabilities attributable to the sale on separate lines in the balance sheet. The Russian operations relate to the companies OAO Swedbank, OOO Leasing, FRiR RUS OOO and Ektornet Kr. Valdemāra 27/29 Latvia SIA, with around 40 employees.

Individual assets in these operations were divested over the course of the year. The Ukrainian operations relate to JSC Swedbank and were sold in the second quarter 2013 for SEK 0m to Mykola Lagun, the majority owner of Delta Bank. Lithuanian-based Alita group had previously been recognised among discontinued operations. The group was acquired exclusively for the purpose of resale. The holding is available for sale and will be sold. Alita manufactures mainly alcoholic beverages and has around 230 employees.

G56 Related parties and other significant relationships

Associates Other related parties
Assets 2013 2012 2013 2012
Loans to credit institutions 9 021 8 412
Loans to the public 1 820 982
Derivatives
Other assets 10 11 29 28
Prepaid expenses and accrued
income
Total assets 10 850 9 405 29 28
Liabilities
Amount owed to credit
institutions
2 928 2 531
Deposits and borrowing from
the public
1 377 1 164 1 181 548
Debt securities in issue, etc. 1 853 1 614
Derivatives
Other liabilities 64 71
Accrued expenses and prepaid
income
78 80
Total liabilities 6 301 5 460 1 181 548
Contingent liabilities
Guarantees
Derivatives, nominal amount
120
3 573
120
3 220
Income and expenses
Interest income 523 581
Interest expenses 125 215 36 17
Dividends received 533 45
Commission income 17 26
Commission expenses 24 22
Other income 382 433
Other general administrative
expenses
Associates
4 24

Investments in associates are specified in note G27.

During the year the Group provided capital injections of SEK 4m (1). As of 31 December associates have issued guarantees and pledged assets of SEK 150m (374) on behalf of Swedbank.

The Group has sold services to associates that are not credit institutions primarily in the form of product and systems development as well as marketing. The Group's expenses to, and purchases of services from, associates that are not credit institutions mainly consist of payment services and cash management.

The partly owned banks that are associates sell products that are provided by the Group and receive commissions for servicing the products. The co-operation between the partly owned banks and Swedbank is governed by the agreement described in the section, Other significant relationships. Färs & Frosta Sparbank AB holds 5 330 000 (5 330 000) shares in Swedbank AB. The Group's portion of these shares has reduced equity by SEK 116m (116) in the consolidated statements.

Joint ventures

The Group's holding in EnterCard is a joint venture. EnterCard issues debit and credit cards in Sweden and Norway for Swedbank's customers. Swedbank AB finances Enter-Card's corresponding holding. The Group's holding in Sparbanken Rekarne AB is also a joint venture. Its relationship with the bank is described below under Other significant relationships.

Key persons

Disclosures regarding Board members and the Group Executive Committee can be found in note G13 Staff costs.

Other related parties

Swedbank's pension funds and Sparinstitutens Pensionskassa secure employees' postemployment benefits. They rely on Swedbank for traditional banking services.

Swedbank has a close co-operation with the savings banks in Sweden. The co-operation between Swedbank and the 61 savings banks, including five of Swedbank's partly owned banks, is governed by a master agreement to which a number of other agreements are attached regarding specific activities. On 1 July 2011 a new six-year agreement entered into force. Like the previous agreement, it presumes that the savings banks have a certain basic range of services and products as well as access to competency in certain areas. Two small savings banks currently do not fulfil the requirements. These savings banks have instead signed clearing agreements with Swedbank.

Through the co-operation, Swedbank's Swedish customers gain access to a nationwide network. At the same time the savings banks and partly owned banks are able to offer the products and services of Swedbank and its subsidiaries to their customers. Together, the savings banks and partly owned banks account for about 30 per cent of the Group's product sales in the Swedish market. In addition to marketing and product issues, a close co-operation exists in a number of administrative areas. Swedbank is the clearing bank for the savings banks and partly owned banks and provides a wide range of IT services. The co-operation also offers the possibility to distribute development costs over a larger business volume.

The savings banks, savings bank foundations and partly owned banks together represent one of the largest shareholder groups in Swedbank, with a total of 11.49 per cent (10.5) of the voting rights.

Swedbank has 1.4 per cent of the voting rights in a non-profit association, the Swedish Savings Banks Academy. The Group has no loans to the association, nor has it issued any guarantees or pledged assets for the benefit of the association.

G57 Sensitivity analysis

Change 2013 2012
Net interest income, 12 months 1)
Increased interest rates + 1 % point 2 370 2 186
Decreased interest rates – 1 % point –2 601 –2 206
Change in value 2)
Market interest rate + 1 % point –608 –52
– 1 % point 659 80
Stock prices +10% 9 18
–10% –7 1
Exchange rates +5% 6 126
–5% 117 33
Other
Stock market performance 3) +/– 10 % +/–318 +/–276
+/– 100
Staff changes persons +/–67 +/–62
Payroll changes +/– 1 % point +/–82 +/–82
Impaired loans 4) +/– 1 SEK bn +/–30 +/–35
Credit impairment ratio +/– 0,1 % point +/–1 347 +/–1 324

1) The calculation is based on the assumption that market interest rates rise (fall) by one percentage point and thereafter remain at this level for one year and that the consolidated balance sheet remains essentially unchanged during the period. The calculation also presumes that deposit rates are slow moving in connection with changes in market rates, which better reflects actual conditions.

2) The calculation refers to the immediate effect on profit of each scenario for the Group's interest rate positions at fair value and its equity and currency positions.

3) Refers to the effect on net commission income from a change in value of Swedbank Robur's equity funds.

4) The interest rate for the 2013 calculation is 3.00 per cent (3.50).

G58 Events after 31 December 2013

In mid-February, Swedbank AB's acquisition of Sparbanken Öresund AB was announced. The acquisition strengthens our market position in a significant growth region. In connection with the acquisition, Färs & Frosta Sparbank AB will merge with Sparbanken 1826 and purchase parts of Sparbanken Öresund AB from Swedbank AB. A new regional savings bank in southern Sweden will be formed and will be the largest savings bank in Sweden. Swedbank AB's holding in the new savings bank, whose proposed name is Sparbanken Skane AB, will be 22 per cent. The transactions are subject to approval by the Swedish Financial Supervisory Authority, the Swedish Competition Authority, and the respective boards of Sparbanksstiftelsen Gripen and Sparbanksstiftelsen Öresund.

Latvia adopted the euro as its national currency on 1 January 2014.

NOTES, GROUP

G59 Effects of changes in accounting policies

Group Transfer of Previous
SEKm New reporting
2012
R IAS 19 Discontinued
operations
interest and
commissions
reporting
2012
Interest income 50 503 –340 –2 040 52 883
Interest expenses –30 142 36 1 517 –31 695
Net interest income 20 361 –304 –523 21 188
Commission income 13 656 –30 856 12 830
Commission expenses –4 042 8 –856 –3 194
Net commissions 9 614 –22 9 636
Net gains and losses on financial items at fair value 3 073 16 523 2 534
Insurance premiums 1 802 1 802
Insurance provisions –1 207 –1 207
Net insurance 595 595
Share of profit or loss of associates 798 1 797
Other income 1 827 –43 1 870
Total income 36 268 1 –353 36 620
Staff costs 9 238 51 –226 9 413
Other expenses 6 470 –184 6 654
Depreciation/amortisation 852 –30 882
Total expenses 16 560 51 –440 16 949
Profit before impairments 19 708 –50 87 19 671
Impairment of intangible assets 20 20
Impairment of tangible assets 407 –59 466
Credit impairments –185 –872 687
Operating profit 19 466 –50 1 018 18 498
Tax expense 4 157 84 34 4 039
Profit for the period from continuing operations 15 309 –134 984 14 459
Profit for the period from discontinued operations, after tax –997 –984 –13
Profit for the period 14 312 –134 14 446
Profit for the period attributable to the
shareholders of Swedbank AB 14 304 –134 14 438
of which profit for the period from continuing operations 15 298 –134 984 14 448
of which profit for the period from discontinued operations –994 –984 –10
Non-controlling interests 8 8
of which profit for the period from continuing operations 11 11
of which profit for the period from discontinued operations –3 –3
Earnings per share, continued operations, SEK 13.94 –0.12 0.90 13.16
after dilution 13.88 –0.13 0.90 13.11
Earnings per share, discontinued operations, SEK –0.91 –0.90 –0.01
after dilution –0.91 –0.90 –0.01
Earnings per share, total operations, SEK 13.03 –0.12 13.15
after dilution 12.98 –0.13 13.11
Equity per share, SEK 87.08 –6.62 93.70
Return on equity, continuing operations, % 15.6 0.2 1.0 14.4
Return on equity, total operations, % 14.6 0.2 14.4

The restatement due to revised IAS 19 increased staff costs by SEK 51m in 2012. The higher staff costs relate to higher pension costs. This was mainly because the return on plan assets is calculated according to the revised IAS 19 with the same interest rate used to calculate the pension liability (discount rate), whereas previously an assumption was made about the anticipated return on plan assets. In 2012 the Swedish

corporate tax rate was reduced from 26.3 per cent to 22.0 per cent. As a result, deferred taxes were restated in 2012. Since revised IAS 19 resulted in higher deferred tax assets at year-end 2012, it also meant that the tax expense increased in connection with the reduction in the corporate tax rate.

Group Previous
SEKm New reporting
2012
R IAS19 reporting
2012
Profit for the period reported via income statement 14 312 –134 14 446
Items that will not be reclassified to the income statement
Remeasurements of defined benefit pension plans –1 653 –1 653
Share related to associates –43 –43
Income tax 374 374
Total –1 322 –1 322
Items that may be reclassified to the income statement
Exchange differences, foreign operations
Gains/losses arising during the period –1 480 –1 480
Reclassification adjustments to income statement,
net gains and losses on financial items at fair value or
profit for the period from discontinued operations
Hedging of net investments in foreign operations:
Gains/losses arising during the period 1 050 1 050
Cash flow hedges:
Gains/losses arising during the period –614 –614
Reclassification adjustments to income statement,
net interest income
193 193
Share of other comprehensive income of associates 21 21
Income tax –74 –74
Total –904 –904
Other comprehensive income for the period, net of tax –2 226 –1 322 –904
Total comprehensive income for the period 12 086 –1 456 13 542
Total comprehensive income attributable to the
shareholders of Swedbank AB
12 078 –1 456 13 534
Non-controlling interests 8 8

The revised IAS 19 means that all actuarial gains and losses as well as the difference between the actual return on plan assets and the return calculated according to the discount rate is recognised in other comprehensive income as Revaluation of definedbenefit pension plans. Defined-benefit pension plans can also be found in associates. Their revaluation affect is recognised in Share related to associates.

Group Previous
SEKm New reporting
2012
R IAS19 reporting
2012
Assets
Investments in associates 3 552 –81 3 633
Total assets 1 846 860 –81 1 846 941
Liabilities and equity
Deferred tax liabilities 2 641 –835 3 476
Pension obligations 5 235 3 788 1 447
Other liabilities 16 813 4 16 809
Equity attributable to shareholders of the parent company 103 032 –3 038 106 070
Total equity 103 186 –3 038 106 224
Total liabilities and equity 1 846 860 –81 1 846 941
Group
SEKm
New reporting
1/1/2012
R IAS19 reporting
1/1/2012
Assets
Investments in associates 3 066 –45 3 111
Total assets 1 857 020 –45 1 857 065

Liabilities and equity

Total liabilities and equity 1 857 020 –45 1 857 065
Total equity 96 551 –1 582 98 133
Equity attributable to shareholders of the parent company 96 411 –1 582 97 993
Pension obligations 3 649 2 087 1 562
Deferred tax liabilities 2 633 –550 3 183

The revised IAS 19 means that the so called corridor approach has been abolished. As a result, previously unrecognised actuarial gains and losses have been eliminated from the balance sheet. The pension liability increased as a result. Moreover, the pension liability includes a liability for payroll tax. Payroll tax is now calculated with an actuarial method, whereas previously a nominal approach was used based on the recognised

pension provision. The previous provision for payroll tax has therefore been removed from the balance sheet. The pension provision increased by a total of SEK 3 788m at year end 2012. The increase in the pension provision also led to an increase in deferred tax assets. They are recognised as deferred tax liabilities since they can be offset against other deferred tax liabilities.

Financial statements and notes – Parent company

Income statement

Initial notes

152 Note P1 Accounting policies
153 Note P2 Risks
153 Credit risks
154 Liquidity risks
155 Market risks
155 Interest rate risks
156 Currency risks
157 Note P3 Capital adequacy analysis
158 Note P4 Geographical distribution of revenue

Income statement

158 Note P5 Net interest income
159 Note P6 Dividends received
159 Note P7 Net commissions
159 Note P8 Net gains and losses on financial items at fair value
159 Note P9 Other income
159 Note P10 Staff costs
160 Note P11 Other general administrative expenses
160 Note P12 Depreciation/amortisation and impairments of tangible and
intangible fixed assets
161 Note P13 Credit impairments
161 Note P14 Impairments of financial fixed assets
161 Note P15 Appropriations
161 Note P16 Tax

Comprehensive income

Note P17 Tax for each component in other comprehensive income

Balance sheet

162 Note P18 Treasury bills and other bills eligible for refinancing with
central banks, etc.
162 Note P19 Loans to credit institutions
162 Note P20 Loans to the public
163 Note P21 Bonds and other interest-bearing securities
163 Note P22 Shares and participating interests
164 Note P23 Investments in associates
165 Note P24 Investments in Group entities
166 Note P25 Derivatives
167 Note P26 Intangible fixed assets
167 Note P27 Tangible assets
167 Note P28 Other assets
167 Note P29 Prepaid expenses and accrued income
168 Note P30 Amounts owed to credit institutions
168 Note P31 Deposits and borrowings from the public
168 Note P32 Debt securites in issue
168 Note P33 Other liabilities
168 Note P34 Accrued expenses and prepaid income
168 Note P35 Provisions
168 Note P36 Subordinated liabilities
169 Note P37 Untaxed reserves
169 Note P38 Equity
170 Note P39 Fair value of financial instruments
172 Note P40 Reclassification of financial assets
173 Note P41 Financial assets and liabilities, which have been offset or are
subject to netting or similar agreements
Statement of cash flow
174 Note P42 Specification of adjustments for non-cash items in operating
activities

Other notes

174 Note P43 Assets pledged, contingent liabilities and commitments
174 Note P44 Transferred financial assets that are not derecognised
175 Note P45 Operational leasing
175 Note P46 Related parties and other significant relationships
175 Note P47 Events after 31 December 2013

Income statement, Parent company

SEKm Note 2013 2012
Interest income 19 172 24 730
Interest expenses –8 566 –13 835
Net interest income P5 10 606 10 895
Dividends received P6 9 419 6 830
Commission income 6 415 6 233
Commission expenses –1 462 –1 192
Net commissions P7 4 953 5 041
Net gains and losses on financial items at fair value P8 1 795 2 889
Other income P9 1 342 1 314
Total income 28 115 26 969
Staff costs P10 7 406 7 069
Other general administrative expenses P11 4 024 4 113
Total general administrative expenses 11 430 11 182
Depreciation/amortisation and impairments of tangible
and intangible fixed assets P12 532 566
Total expenses 11 962 11 748
Profit before impairments 16 153 15 221
Credit impairments P13 502 434
Impairments of financial fixed assets P14 2 250 1 154
Operating profit 13 401 13 633
Appropriations P15 6 3 626
Tax expense P16 3 157 2 937
Profit for the year 10 238 7 070

Statement of comprehensive income, Parent company

SEKm Note 2013 2012
Profit for the period reported via income statement 10 238 7 070
Items that may be reclassified to the income statement
Remeasurements of defined benefit pension plans 5
Income tax P17 –1
Items that may be reclassified ti the income statement
Cash flow hedges
Gains/losses arising during the period –51 –71
Reclassification adjustments to income statement, net interest income 83 193
Income tax P17 –7 –31
Other comprehensive income for the period, net of tax 29 91
Total comprehensive income for the period 10 267 7 161

Balance sheet, Parent company

SEKm Note 2013 2012 1/1/2012
Assets
Cash and balances with central banks 32 439 109 898 154 392
Treasury bills and other bills eligible for refinancing with central banks, etc. P18 50 208 17 482 21 429
Loans to credit institutions P19 388 521 350 439 325 896
Loans to the public P20 346 320 347 233 342 394
Bonds and other interest-bearing securities P21 116 527 114 111 115 101
Shares and participating interests P22 6 849 7 861 1 392
Investments in associates P23 1 158 1 153 1 166
Investments in Group entities P24 55 190 57 231 58 153
Derivatives P25 83 323 125 926 119 320
Intangible fixed assets P26 1 372 1 644 742
Tangible assets P27 333 370 431
Current tax assets 469 507 2 017
Deferred tax assets P16 53 49
Other assets P28 12 312 8 030 5 014
Prepaid expenses and accrued income P29 5 106 7 793 7 731
Total assets 1 100 180 1 149 727 1 155 178
Liabilities and equity
Liabilities
Amounts owed to credit institutions P30 195 096 195 584 200 430
Deposits and borrowings from the public P31 501 294 473 104 459 720
Debt securites in issue P32 214 605 242 295 251 764
Derivatives P25 74 408 117 471 111 752
Current tax liabilities 1 766 1 399 539
Deferred tax liabilities P16 138 41
Other liabilities P33 28 396 29 633 40 191
Accrued expenses and prepaid income P34 3 746 4 683 5 372
Provisions P35 98 94 113
Subordinated liabilities P36 10 083 14 522 19 833
Total liabilities 1 029 492 1 078 923 1 089 755
Untaxed reserves P37 6 305 6 299 2 672
Equity P38
Share capital 24 904 24 904 24 383
Other funds 5 968 5 968 6 489
Retained earnings 33 511 33 633 31 879
Total equity 64 383 64 505 62 751
Total liabilities and equity 1 100 180 1 149 727 1 155 178
Pledged asstes, contingent liablilities and commitments P43

The balance sheet and income statement will be adopted at the Annual General Meeting on 19 March 2014.

Statement of changes in equity, Parent company

Share
premium
Statutory Cash flow Retained
SEKm Share capital reserve reserve hedges earnings Total
Opening balance 1 January 2012 24 383 13 118 6 489 –123 18 884 62 751
Dividend –5 825 –5 825
Decrease share capital –611 611
Bonds issue 1 132 –521 –611
Reversal of VAT costs incurred on rights issue 2008 and 2009 88 88
Share based payments to employees 314 314
Deferred taxes on share based payments to employees 16 16
Total comprehensive income for the year 91 7 070 7 161
of which through the Profit and loss acount 7 070 7 070
of which through other comprehensive income for the year before tax 122 122
of which tax through other comprehensive income for the year –31 –31
Closing balance 31 December 2012 24 904 13 206 5 968 –32 20 459 64 505
Opening balance 1 January 2013 24 904 13 206 5 968 –32 20 459 64 505
Dividend –10 880 –10 880
Share based payments to employees 418 418
Deferred taxes on share based payments to employees 73 73
Total comprehensive income for the year 25 10 242 10 267
of which through the Profit and loss acount 10 238 10 238
of which through other comprehensive income for the year before tax 32 5 37
of which tax through other comprehensive income for the year –7 –1 –8
Closing balance 31 December 2013 24 904 13 206 5 968 –7 20 312 64 383

Statement of cash flow, Parent company

SEKm
Note
2013 2012
Operating activities
Operating profit 13 401 13 633
Adjustments for non-cash items in operating activities
P42
–479 –4 987
Taxes paid –2 821 –502
Increase/decrease in loans to credit institution –36 916 –24 900
Increase/decrease in loans to the public 810 –4 930
Increase/decrease in holdings of securities for trading –35 497 –1 742
Increase/decrease in deposits and borrowings from the public including retail bonds 27 688 13 495
Increase/decrease in amounts owed to credit institutions –488 –4 846
Increase/decrease in other assets 38 924 –5 169
Increase/decrease in other liabilities –44 372 –6 007
Cash flow from operating activities –39 750 –25 955
Investing activities
Acquistiton of/contribution to Group entities and associates –1 176 –53
Disposal of/repayment from Group entities and associates 450
Acquisition of other fixed assets and strategic financial assets –159 –125
Disposals of other fixed assets and strategic financial assets 402 1 228
Dividends and Group contributions received 5 978 2 391
Cash flow from investing activities 5 045 3 891
Financing activities
Issuance of interest-bearing securities 28 131 64 172
Redemption of interest-bearing securities –50 837 –69 983
Issuance of certificates etc. 493 043 472 560
Redemption of certificates etc. –502 211 –483 354
Dividend paid –10 880 –5 825
Cash flow from financing activities –42 754 –22 430
Cash flow for the year –77 459 –44 494
Cash and cash equivalents at the beginning of the year 109 898 154 392
Cash flow for the year –77 459 –44 494
Cash and cash equivalents at end of the year 32 439 109 898

Comments on the cash flow statement

The cash flow statement shows receipts and payments during the year as well as cash and cash equivalents at the beginning and end of the year. The cash flow statement is reported using the indirect method and is divided into payments from operating activities, investing activities and financing activities.

Operating activities

Cash flow from operating activities is based on operating profit for the year. Adjustments are made for items not included in cash flow from operating activities. Changes in assets and liabilities from operating activities consist of items which are part of normal business activities, such as loans to and deposits from the public and credit institutions, and which are not attributable to investing and financing activities. Cash flow includes interest receipts of SEK 21 806m (24 692) and interest payments of SEK 7 674m (14 161). Capitalised interest is included.

Investing activities

Investing activities consist of acquisitions and disposals of strategic financial assets, contributions to and repayments from subsidiaries and associates, and other fixed assets. In 2013 Swedbank acquired shares in the subsidiaries Sparia Group Försäkring AB and Swedbank Management Company S.A. for SEK 70m and SEK 5m, respectively. Contributions were paid to the subsidiaries JSC Swedbank of SEK 640m, First Securities AS of SEK 202m and Swedbank Franchise AB of SEK 255m and to the associate Getswish AB of SEK 4m.

Cash and cash equivalents

.

Cash and cash equivalents consist of cash and balances with central banks, which correspond to the balance sheet item Cash and balances with central banks. Cash and cash equivalents in the statement of cash flow are defined according to IAS 7 and do not correspond to what the Group considers liquidity.

Notes

All amounts in the notes are in millions of Swedish kronor (SEKm) and represent carrying amounts unless indicated otherwise. Figures in parentheses refer to the previous year.

P1 Accounting policies

BASIS OF ACCOUNTING

As a rule, the parent company follows IFRS and the accounting principles applied in the consolidated financial statements, as reported on pages 69-77. In addition, the parent company is required to consider and prepare its annual report in accordance with the Annual Accounts Act for Credit Institutions and Securities Companies, the regulations and general advice of the Swedish Financial Supervisory Authority FFFS 2008:25 and recommendation RFR 2 Reporting for Legal Entities issued by the Swedish Financial Reporting Board. The parent company's annual report is therefore prepared in accordance with IFRS to the extent the standards are compatible with the Annual Accounts Act for Credit Institutions and Securities Companies, RFR 2 and the Swedish Financial Supervisory Authority regulations. The most significant differences in principle between the parent company's accounting and the Group's accounting policies relate to the recognition of:

  • The currency component in currency hedges of investments in foreign subsidiaries and associates
  • Associates,
  • Goodwill and internally generated intangible assets
  • Untaxed reserves and Group contributions, and
  • Operating segments.

The headings in the financial statements follow the Annual Accounts Act for Credit Institutions and Securities Companies and the Swedish Financial Supervisory Authority regulations, due to which they differ in certain cases from the headings in the Group's accounts.

CHANGES IN ACCOUNTING POLICIES

Presentation of financial statements (amendment to IAS 1)

As of 2013 the statement of comprehensive income is divided into two parts: components that will not be reclassified to profit or loss and components that have been or will be reclassified to profit or loss.

Financial instruments: Disclosures (amendment to IFRS 7)

As of 2013 disclosures are required about financial assets and financial liabilities which are offset in the balance sheet or are subject to various legally binding netting arrangements or other similar risk-reducing agreements. See note xx.

Fair value measurement (IFRS 13)

The new IFRS 13 standard replaces the guidance on fair value measurement which had been found in each IFRS standard. The standard defines how fair value is measured but not when. Fair value is the price that would be received at the measurement date on the sale of an asset or paid to transfer a liability in a transaction between market participants under normal conditions, a so-called "exit price". The standard

also contains disclosure requirements. See note xx. Introduction of the standard otherwise has not had a significant effect on how the parent company measures fair values, and hence not on its financial position or results.

Other IFRS changes

No new or amended IFRS, interpretations or other regulatory changes besides those above have been applied or had a significant effect on the parent company's financial position, results or disclosures.

SIGNIFICANT DIFFERENCES IN THE PARENT COMPANY'S ACCOUNTING POLICIES COMPARED WITH THE GROUP'S ACCOUNTING POLICIES

Hedging of net investment in foreign operations

The currency component of liabilities that constitute currency hedges of net investments in foreign subsidiaries and associates is valued in the parent company at cost.

Investments in associates

Investments in associates are recognised in the parent company at cost less any impairment. All dividends received are recognised through profit and loss in Dividends received.

Investments in subsidiaries

Investments in subsidiaries are recognised according to the acquisition cost method. The investments' value is tested for impairment if there is any indication of diminished value. In cases where the value has decreased, it is written down to its value at the Group level. All dividends received are recognised through profit and loss in Dividends received.

Intangible assets

The parent company amortises goodwill systematically based on estimated useful life. All expenditures, including for development, which are attributable to internally generated intangible assets are expensed through profit and loss.

Pensions

The parent company recognises pension costs for Swedish defined benefit pension plans according to the Act on Safeguarding Pension Benefits, which means that they are recognised as defined contribution plans. Premiums paid to defined contribution plans are expensed when an employee has rendered his/her services.

Untaxed reserves and Group contributions

Due to the connection between reporting and taxation, the deferred tax liability attributable to untaxed reserves is not recognised separately in the parent company. The reserves are instead recognised, gross, in the balance sheet and income statement. Group contributions received are recognised through profit and loss in Dividends received.

Operating segments

The parent company does not provide segment information, which is provided for the Group. A geographical distribution of revenue is reported, however.

P2 Risks

Swedbank's risk management is described in note G3. Specific information on the parent company's risks is presented in the following tables.

Credit risks

Impaired, past due and restructured loans 2013 2012
Impaired loans
Carrying amount before provisions 1 960 1 524
Provisions 767 882
Carrying amount after provisions 1 193 641
Share of impaired loans, net % 0,42 0,23
Share of impaired loans, gross % 0,68 0,54
Carrying amount of impaired loans that returned
to a status as normal during the period 700 1 394
Past due loans that are not impaired
Valuation category, loans and receivables
Loans with past due amount,
5-30 days 171 59
31-60 days 108 130
more than 60 days 209 101
Total 488 289
Loans which were restructured during the period
and which are not impaired or past due
Carrying amount before restructuring 1 342
Carrying amount after restructuring 1 342

Impaired loans are those for which it is likely that payments will not be fulfilled in accordance with the terms of the contract. A loan is not impaired if there is collateral which covers capital, interest and fees for any delays by a satisfactory margin. Provisions for impaired loans as well as other elements of lending where losses have occurred but individual claims have not yet been identified are specified above. Loss events include non-payments or delayed payments where it is likely the borrower will go into bankruptcy and domestic or local economic conditions that are tied to non-payments, such as declines in asset values. The carrying amount of impaired loans largely corresponds to the value of collateral in cases where collateral exists. Restructured loans refer to loans where a change has been made to the terms of the contract as a result of the client's reduced ability to pay.

Provisions 2013 2012
Opening balance 1 412 1 620
New provisions 312 298
Utilisation of previous provisions –359 –302
Portfolio provisions for loans that are not impaired –135 –104
Group adjustments –7 –92
Change in exchange rates 66 –8
Closing balance 1 289 1 412
Total provision ratio for impaired loans, % (Including
portfolio provision in relation to loans that individually are
assessed as impaired) 66 93
Provision ratio for individually assessed impaired loans, % 39 58
Concentrations risk 2013 2012
Number 3 4
Exposures > 20% of the capital base
Exposures between 10% and 20% of the capital base 25 359 32 625
Total 25 359 32 625
Usage of the 800% limit, % 40 49

Collateral that can be sold or pledged even if the counterparty fulfils its contractual obligations

When it grants repos, the parent company receives securities that can be sold or pledged. The fair value of these securities covers the carrying amount of the repos. The parent company also receives collateral in the form of securities that can be sold or pledged for derivatives and other exposures. The fair value of such collateral as of yearend amounted to SEK 1 993m (128). None of this collateral has been sold or pledged

Liquidity risks

In the summary of maturities, undiscounted contractual cash flows are distributed on the basis of remaining maturities until the agreed time of maturity. For lending to the public, amortising loans are distributed based on the amortisation schedule. Liabilities whose repayment date may depend on various options have been distributed based on the earliest date on which repayment could be demanded. Differences between nominal amount and carrying amount, discounted cash flows, are reported together with items without an agreed maturity date where the anticipated realisation date has not been determined in the column No maturity/discount effect.

Undiscounted contractual cash flows
Remaining maturity 2013 Payable on
demand
< 3 mths. 3 mths.—1 yr 1—5 yrs 5—10 yrs > 10 yrs No maturity/
discount
effect
Total
Assets
Cash and balances with central banks 32 439 32 439
Treasury bills and other bills eligible for
refinancing with central banks
26 501 1 876 11 785 5 704 1 489 2 853 50 208
Loans to credit institutions 3 044 85 914 273 384 25 326 522 331 388 521
Loans to the public 76 609 62 080 154 100 34 403 19 128 346 320
Bonds and other interest-bearing securities 12 017 26 104 71 285 2 507 532 4 082 116 527
Shares and participating interests 63 197 63 197
Derivatives 25 773 21 739 40 570 7 836 3 525 –16 120 83 323
Intangible fixed assets 1 372 1 372
Tangible assets 333 333
Other assets 10 102 1 343 6 495 17 940
Total 35 483 236 916 386 526 303 066 50 972 25 005 62 212 1 100 180
Liabilities
Amounts owed to credit institutions 96 375 96 178 2 079 464 195 096
Deposits and borrowings from the public 417 826 65 206 14 726 3 536 501 294
Debt securities in issue 72 635 46 353 104 782 704 –9 869 214 605
Derivatives 31 210 19 423 34 548 6 892 2 496 –20 161 74 408
Other liabilities 29 971 3 319 69 8 35 6 909 40 311
Subordinated liabilities 4 564 5 003 516 10 083
Equity 64 383 64 383
Total 514 201 295 200 85 900 143 399 12 168 7 534 41 778 1 100 180

The large part of deposits from the public is contractually payable on demand. Despite the contractual terms, the deposits are essentialy a stable and a long-term source of funding.

Remaining maturity 2012 Payable on
demand
< 3 mths. 3 mths.—1 yr 1—5 yrs 5—10 yrs > 10 yrs No maturity/
discount
effect
Total
Assets
Cash and balances with central banks 109 898 109 898
Treasury bills and other bills eligible for
refinancing with central banks
1 441 697 6 199 3 605 1 430 4 110 17 482
Loans to credit institutions 13 581 140 696 142 243 52 821 766 332 350 439
Loans to the public 81 054 63 355 144 737 35 009 23 078 347 233
Bonds and other interest-bearing securities 9 296 24 539 72 456 3 209 608 4 003 114 111
Shares and participating interests 66 245 66 245
Derivatives 23 455 27 286 73 145 8 834 3 682 –10 476 125 926
Intangible fixed assets 1 644 1 644
Tangible assets 370 370
Other assets 8 489 1 903 5 987 16 379
Total 123 479 264 431 260 023 349 358 51 423 29 130 71 883 1 149 727
Liabilities
Amounts owed to credit institutions 88 456 100 362 5 202 1 351 213 195 584
Deposits and borrowings from the public 389 152 69 292 11 213 3 447 473 104
Debt securities in issue 96 779 48 848 92 431 751 3 486 242 295
Derivatives 21 924 27 609 62 147 7 715 2 624 -4 548 117 471
Other liabilities 31 475 3 623 196 9 39 6 904 42 246
Subordinated liabilities 7 850 5 507 1 165 14 522
Equity 64 505 64 505
Total 477 608 319 832 96 495 159 572 16 538 8 170 71 512 1 149 727

The large part of deposits from the public is contractually payable on demand. Despite the contractual terms, the deposits are essentialy a stable and a long-term source of funding.

Debt securities in issue

Turnover during the year 2013 2012
Commercial paper
Opening balance 109 297 120 094
Issued 493 043 472 560
Repaid –495 796 –480 988
Change in market values 3
Change in exchange rates –6 414 –2 372
Closing balance 100 130 109 297
Bond loans with state guarantee
Opening balance 30 393 75 568
Repurchased –10 928 –6 767
Repaid –10 076 –36 646
Change in market values –900 –294
Change in exchange rates 92 –1 468
Closing balance 8 581 30 393
Turnover during the year 2013 2012
Other interest-bearing bond loans
Opening balance 87 694 38 556
Issued 24 120 59 048
Repurchased –802 –2 266
Repaid –19 780 –7 338
Change in market values –122 1 378
Change in exchange rates 1 103 –1 684
Closing balance 92 213 87 694
Structured products
Opening balance 14 911 17 545
Issued 4 012 5 123
Repurchased
Repaid –5 228 –8 201
Change in market values –14 444
Closing balance 13 681 14 911
Total debt securities in issue 214 605 242 295

Market risks

Interest rate risks

Change in value if the market interest rate rises by one percentage point

The impact on the value of assets and liabilities, including derivatives, when market interest rates rise by one percentage point.

2013 < 3 mths. 3—6 mths. 6—12 mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –252 –91 –124 –48 1 683 –47 –78 35 –15 1 064
Foreign currency 58 –27 50 33 –18 –0 –11 –11 –4 70
Total –194 –118 –74 –14 1 665 –47 –89 24 –19 1 134

In the table above, part of deposits from the public that are payable on demand have been assigned a fixed interest period of between 2 and 3 years.

of which financial instruments measured at fair value through profit or loss

2013 < 3 mths. 3—6 mths. 6—12 mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –129 –85 –159 –59 –41 –50 –71 37 –18 –576
Foreign currency 19 –31 59 32 –11 17 –12 –11 –1 60
Total –110 –116 –100 –27 –53 –33 –83 26 –20 –516
2012 < 3 mths. 3—6 mths. 6—12 mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –417 –50 –128 –383 1 554 –157 68 39 37 563
Foreign currency 46 78 –36 97 62 –17 3 75 –10 298
Total –371 28 –164 –286 1 616 –174 71 114 27 861

In the table above, part of deposits from the public that are payable on demand have been assigned a fixed interest period of between 2 and 3 years.

of which financial instruments measured at fair value through profit or loss

2012 < 3 mths. 3—6 mths. 6—12 mths. 1—2 yrs 2—3 yrs 3—4 yrs 4—5 yrs 5—10 yrs > 10 yrs Total
SEK –258 123 96 –373 224 –148 69 38 37 –192
Foreign currency –27 64 –37 99 65 4 22 73 –6 257
Total –285 187 59 –274 289 –144 91 111 31 65

Currency risks

Currency distribution

2013 SEK EUR USD GBP LVL LTL RUB NOK Other Total
Assets
Cash and balances with central banks 313 9 163 20 199 2 566 198 32 439
Loans to credit institutions 365 585 12 458 9 310 37 161 152 133 685 388 521
Loans to the public 256 460 20 743 30 431 1 200 255 120 11 407 25 704 346 320
Interest-bearing securities 125 867 18 319 13 807 368 8 374 166 735
Other assets, not distributed 166 165 166 165
Total 914 390 60 683 73 747 1 605 416 272 22 480 26 587 1 100 180
Liabilities
Amounts owed to credit institutions 159 617 14 812 17 658 2 446 118 64 381 195 096
Deposits and borrowings from the public 476 675 8 493 9 356 887 6 467 919 4 491 501 294
Debt securities in issue and subordinated
liabilities
45 769 66 930 99 997 8 018 2 627 1 347 224 688
Other liabilities, not distributed 114 719 114 719
Equity 64 383 64 383
Total 861 163 90 235 127 011 11 351 6 585 3 610 6 219 1 100 180
Other assets and liabilities,
including positions in derivatives
40 503 52 797 9 741 1 569 –4 063 880 –18 633 –20 368
Net position in currency 10 952 –468 –5 1 569 –3 654 567 236 9 198
Currency distribution
2012 SEK EUR USD GBP LVL LTL RUB UAH Other Total
Assets
Cash and balances with central banks 2 126 79 877 21 594 1 6 300 109 898
Loans to credit institutions 316 871 18 526 13 091 140 3 195 1 613 350 439
Loans to the public 264 970 16 208 31 101 1 338 1 783 456 81 31 296 347 233
Interest-bearing securities 98 120 18 134 6 439 1 8 899 131 593
Other assets, not distributed 210 564 210 564
Total 892 651 132 745 72 225 1 480 1 786 456 276 48 108 1 149 727
Liabilities
Amounts owed to credit institutions 140 018 18 722 27 810 2 325 509 271 378 5 551 195 584
Deposits and borrowings from the public 451 219 9 465 5 925 626 14 5 140 5 710 473 104
Debt securities in issue and subordinated
liabilities 55 460 78 925 100 989 9 846 11 597 256 817
Other liabilities, not distributed 159 717 159 717
Equity 64 505 64 505
Total 870 919 107 112 134 724 12 797 523 276 518 22 858 1 149 727
Other assets and liabilities,
including positions in derivatives
–14 300 62 404 11 357 328 –4 427 247 1 066 –25 251
Net position in currency 11 333 –97 39 1 591 –4 247 5 1 066 9 690

P3 Capital adequacy analysis

Swedbank's legal capital requirement is currently based on the so-called transition rules. The transition rules state that the minimum capital requirement may not fall below 80 per cent of the requirement according to the older Basel 1 rules. Swedish authorities earlier announced that this floor would be abolished when the new capital requirements within CRR are introduced. In December, however, the Swedish Financial Supervisory Authority (SFSA) declared it does not intend to abolish the floor at this time. The parent company's capital requirement calculated under full Basel 2 exceeds the capital requirement according to the transition rules. Thus, for the parent company the transitions rules do not constitute a minimum capital requirement.

Parent company
Capital ratios 2013 2012
Shareholders' equity according to the Group balance sheet 64 383 64 505
Anticipated dividend –11 100 –10 880
Share of capital of accrual reserve 4 768 4 511
Cash flow hedges 9 34
Goodwill –1 046 –1 380
Deferred tax assets –53 –49
Intangible assets –326 –263
Net provisions for reported IRB credit exposures –488 –528
Shares deducted from Tier 1 capital –5
Total Common Equity Tier 1 capital 56 147 55 945
Tier 1 capital contributions, of which* 5 536 6 270
a) Tier 1 instruments that must be converted during
emergency situations
b) Undated Tier 1 instruments without incentives to
redeem
528
c) Fixed term Tier 1 or undated Tier 1 instruments with
incentives to redeem
Avdrag för aktier, primärkapital**
5 536
–1 495
5 742
Total Tier 1 capital 60 188 62 215
Undated subordinated loans
Fixed-term subordinated loans 4 543 8 243
Net provisions for reported IRB credit exposures –488 –528
Shares deducted from Tier 2 capital** –1 495 –5
Total Tier 2 capital 2 560 7 710
Deduction of shares in insurance companies** –2 905
Total capital base 62 748 67 020
Capital requirement for credit risks, standardised approach 5 610 6 410
Capital requirement for credit risks, IRB 16 790 16 765
Capital requirement for settlement risks 3 2
Capital requirement for market risks 1 072 1 102
of which risks in the trading book outside VaR 516 446
of which currency risks outside VaR 35 151
of which risks where VaR models are applied 521 505
Capital requirement for operational risks 2 356 2 108
Capital requirement 25 831 26 387
Capital surplus 36 917 40 633
RWA Credit risks 279 994 289 691
RWA Settlement risks 39 26
RWA Market risks 13 394 13 770
RWA Operational risks 29 455 26 350
Risk-weighted assets 322 882 329 837
Common Equity Tier 1 capital ratio, % 17.4 17.0
Tier 1 capital ratio, % 18.6 18.9
Total capital adequacy ratio, % 19.4 20.3
Capital quotient 2.43 2.54

*Tier 1 capital primarily consists of equity adjusted for certain assets that may not be included as well as certain deductions. Tier 1 capital contributions are perpetual debenture loans whose terms are such that they may be included with SFSA's approval. The contributions' preferential rights are subordinate to all other deposits and lending. Interest payment is stipulated by agreement, but is only permitted if there are distributable funds. The contribution is reported in the balance sheet as a liability. All Tier 1 capital contributions are based on transition rules in FFFS 2010:10.

2013
Capital requirement for credit risks
parent company
Exposure after
credit risk
mitigation
Average risk
weight, %
Capital re
quirement
Institutional exposures 122 029 14 1 347
Corporate exposures 324 968 52 13 543
Retail exposures 77 669 28 1 764
Securitisations 941 11 8
Non-credit-obligation assets exposures 1 599 100 128
Credit risks according to IRB 527 206 40 16 790
Credit risks according to the
standardised approach
1 069 854 7 5 609
Total 1 597 060 18 22 399
2012
Capital requirement for credit risks
parent company
Exposure after
credit risk
mitigation
Average risk
weight, %
Capital re
quirement
Institutional exposures 151 451 15 1 812
Corporate exposures 310 824 52 12 839
Retail exposures 82 845 29 1 932
Securitisations 1 122 11 10
Non-credit-obligation assets exposures 2 150 100 172
Credit risks according to IRB 548 392 38 16 765
Credit risks according to the
standardised approach 1 039 511 8 6 410
Total 1 587 903 18 23 175
Parent company
Capital requirement for market risks 2013 2012
Interest-rate risks 1 035 951
of which for specific risk 514 446
of which for general risk 521 505
Equity risk 74 137
of which for specific risk 1 1
of which for general risk 73 136
Currency risk in trading book 316 171
Commodity risk 1 1
Total capital requirement for risks in trading book* 1 037 951
of which stressed VaR 382 352
Currency rate risk outside trading book 35 151
Total 1 072 1 102

* The capital requirement for general interest-rate risk, share price risk and currency risk in the trading-book are calculated in accordance with the VaR model.

Parent company
Capital requirement for operational risks 2013 2012
Corporate finance 703 427
Retail banking 1 415 1 406
Commercial banking 289 308
Payment and settlement 66 83
Agency services 13 13
Asset management –130 –129
Total 2 356 2 108

The standard approach is used for calculating capital requirments for operational risk.

** The earlier rule where insurance holdings were deducted from the total capital base expired on 1 January 2013. From the first quarter 2013 half the deduction comes from Tier 1 capital and half from Tier 2 capital. The companies deducted from the capital base are Sparia Försäkrings AB, Sparia Group Försäkrings AB, Swedbank Försäkring AB and BGC Holding AB.

P4 Geographical distribution of revenue

2013 Sweden Norway Denmark Finland USA Other Total
Interest income 16 753 1 497 46 295 463 118 19 172
Dividends received 9 419 9 419
Commission income 5 687 600 10 68 10 40 6 415
Net gains and losses on financial items at fair value 2 670 –946 4 50 –1 18 1 795
Other income 1 334 6 1 1 1 342
Total 35 863 1 157 61 413 473 176 38 143
2012 Sweden Norway Denmark Finland USA Other Total
Interest income 23 338 855 43 113 251 130 24 730
Dividends received 6 830 6 830
Commission income 5 646 488 11 58 7 23 6 233
Net gains or losses on financial items at fair value 2 632 243 4 10 2 –2 2 889
Other income 1 294 19 1 1 314
Total 39 740 1 605 59 181 260 151 41 996

The geographical distribution has been allocated to the country where the business was carried out.

P5 Net interest income

2013 2012
Average
balance
Interest
income/
expense
Average an
nual interest
rate, %
Average
balance
Interest
income/
expense
Average an
nual interest
rate, %
Loans to credit institutions 343 565 5 901 1.72 339 710 8 144 2.40
Loans to the public 349 472 11 893 3.40 352 861 13 563 3.84
Interest-bearing securities 124 216 2 079 1.67 120 021 2 730 2.27
Total interest-bearing assets 817 253 19 873 2.43 812 592 24 437 3.01
Derivatives 97 185 –785 124 951 141
Other assets 245 328 84 234 443 152
Total assets 1 159 766 19 172 1.65 1 171 986 24 730 2.11
Amounts owed to credit institutions 184 645 1 209 0.65 199 439 1 967 0.99
Deposits and borrowings from the public 536 667 4 550 0.85 491 443 6 661 1.36
of which deposit guarantee fees 262 259
Debt securities in issue 254 753 3 492 1.37 257 535 4 961 1.93
of which commissions for funding with state guarantee 283 387
Subordinated liabilities 12 070 625 5.17 17 187 999 5.81
Interest-bearing liabilities 988 135 9 876 1.00 965 604 14 588 1.51
Derivatives 87 770 –1 651 117 333 –1 179
Other liabilities 23 266 341 27 464 426
of which stability fee 292 360
Total liabilities 1 099 171 8 566 0.78 1 110 401 13 835 1.25
Equity 60 595 61 583
Total liabilities and equity 1 159 766 8 566 0.74 1 171 984 13 835 1.18
Net interest income 10 606 10 895
Net interest margin 0.91 0.93
Interest income impaired loans 31 25
Interest income on financial assets at amortised cost 16 992 16 878
Interest expenses on financial liabilities at amortised cost 9 310 12 707

P6 Dividends received

Shares and participating interests 246 264
Investments in associates 533 45
Investments in Group entities* 8 640 6 521
Total 9 419 6 830
* of which, through Group contributions 6 486 5 981

P7 Net commissions

Commission income 2013 2012
Payment processing 1 096 1 132
Cards 1 004 983
Service concepts 440 337
Asset management 1 498 1 446
Life insurance 461 500
Brokerage 466 304
Other securities 57 145
Corporate finance 348 333
Lending 589 521
Guarantee 114 112
Deposits 58 58
Non-life insurance 73 46
Other commission income 211 316
Total 6 415 6 233
Commission expenses 2013 2012
Payment processing –801 –563
Cards –161 –146
Service concepts –16 –16
Asset management –69 –66
Life insurance –40 –2
Other securities –254 –244
Lending and guarantees –61 –60
Other commission expenses –60 –95
Total –1 462 –1 192
Net commissions 2013 2012
Payment processing 294 569
Cards 843 837
Service concepts 424 321
Asset management 1 429 1 380
Life insurance 421 498
Brokerage 466 304
Other securities –197 –98
Corporate finance 348 333
Lending 528 461
Guarantee 114 112
Deposits 58 58
Non-life insurance 73 46
Other commission income 152 220
Total 4 953 5 041

P8 Net gains and losses on financial items at fair value 2013 2012

2013 2012
Valuation category, fair value through profit or loss
Trading and derivatives
Shares and related derivatives –316 –222
Interest-bearing instruments and related derivatives 1 204 2 025
Total 888 1 803
Other financial instruments
Shares and related derivatives 141 105
Loans –90 –13
Financial liabilities 60 –6
Total 111 86
Hedge accounting at fair value
Hedging instruments –1 283 1
Hedged item 1 236 127
Total –47 128
Financial liabilities valued at amortised cost –132 50
Change in exchange rates 975 822
Total 1 795 2 889

P9 Other income

2013 2012
IT services 1 009 1 018
Other operating income 333 296
Total 1 342 1 314

P10 Staff costs

Total staff costs 2013 2012
Salaries and remuneration 4 288 4 208
Compensation through shares in Swedbank AB 285 211
Social insurance charges 1 514 1 364
Pension costs 1 021 1 017
Training costs 97 94
Other staff costs 201 175
Total 7 406 7 069
of which variable staff costs 745 582
of which personnel redundancy costs 15 –32

Variable Compensation Programme 2012, 2011 and 2010 2013 2012
Programme 2010
Recognised expense for compensation that is settled with
shares in Swedbank AB
17 13
Recognised expense for social charges related to the
share settled compensation
24 9
Recognised expense for cash settled compensation
Recognised expense for payroll overhead costs related to
the cash settled compensation
Programme 2011
Recognised expense for compensation that is settled with
shares in Swedbank AB
80 91
Recognised expense for social charges related to the
share settled compensation
88 45
Recognised expense for cash settled compensation
Recognised expense for payroll overhead costs related to
the cash settled compensation
Programme 2012
Recognised expense for compensation that is settled with
shares in Swedbank AB
107 106
Recognised expense for social charges related to the
share settled compensation
56 33
Recognised expense for cash settled compensation 2 128
Recognised expense for payroll overhead costs related to
the cash settled compensation
–3 54
Programme 2013
Recognised expense for compensation that is settled with
shares in Swedbank AB
81
Recognised expense for social charges related to the
share settled compensation
24
Recognised expense for cash settled compensation 141
Recognised expense for payroll overhead costs related to
the cash settled compensation
66
Total recognised expense 683 479
Number of performance rights that establish the recognised
share based expense, millions
2013 2012
Outstanding at the beginning of the period 7.6 3.7
Allotted 2.1 4.0
Forfeited 0.2 0.1
Outstanding at the end of the period 9.5 7.6
Exercisable at the end of the period 0 0
Weighted average fair value per performance right at
measurement date, SEK
121 111
Weighted average remaining contractual life, months 22 30
Weighted average exercise price per
performance right, SEK*
0 0

* Applicable for the following groups; outstanding at the beginning of the period, granted during the period, forfeited during the period, exercised during the period, expired during the period, outstanding at the end of the period, exercisable at the end of the period.

2013 Board of directors, President, Vice
President and other senior executives
Other
employees
Compensations Number of
persons
Salaries and
other re
munerations Variable pay Salaries and
variable pay
Total
Sweden 28 69 3 4 086 4 158
Denmark 15 15
Norway 332 332
USA 17 17
Finland 29 29
Other countries 22 22
Total 28 69 3 4 501 4 573
2012 Board of directors, President, Vice
President and other senior executives
Other
employees
Compensations Number of
persons
Salaries and
other re
munerations Variable pay
Salaries and
variable pay
Total
Sweden 20 52 1 3 980 4 033
Denmark 15 15
Norway 289 289
USA 21 21
Finland 44 44
Other countries 18 18
Total 20 52 1 4 366 4 419
Board members, President, EVPs, current and former and
equivalent employees
2013
2012
Costs during the year for pensions and similar benefits 27 18
No. of persons 18 10
Granted loans, SEKm 80 78
No. of persons 20 13
Distribution by gender 2013 2012
% Female Male Female Male
All employees 55 45 56 44
Directors 40 60 40 60
Other senior executives, incl. Presi
dent
30 70 33 67

P11 Other general administrative expenses

2013 2012
Rents, etc. 866 883
IT expenses 1 326 1 252
Telecommunications, postage 89 153
Consulting and outside services 591 520
Travel 134 114
Entertainment 31 30
Office supplies 109 122
Advertising, public relations, marketing 235 215
Security transports, alarm systems 176 355
Maintenance 114 114
Other administrative expenses 255 290
Other operating expenses 98 65
Total 4 024 4 113
Remuneration to Auditors elected by Annual General Meet
ing, Deloitte AB 2013 2012
Statutory audit 19 19
Other audit 2 4
Tax advisory 1 1
Other services 3 4
Total 25 28
Own Internal Audit 54 45

P12 Depreciation/amortisation of tangible and intangible fixed assets

Depreciation/amortisation 2013 2012
Equipment 141 175
Owner-occupied properties 1
Intangible fixed assets 390 391
Total 532 566

P13 Credit impairments P16 Tax

2013 2012
Provisions for loans that individually are
assessed as impaired
Provisions 311 327
Reversal of previous provisions –125 –104
Provision for homogenous groups of impaired loans, net –10 –29
Total 176 194
Portfolio provisions for loans that individually are
not assessed as impaired
–7 –92
Write-offs
Established losses 734 700
Utilisation of previous provisions –359 –301
Recoveries –52 –40
Total 323 359
Credit impairments for contingent liabilities and
other credit risk exposures 10 –27
Credit impairments 502 434
Credit impairments by valuation category
Loans and receivables 493 437
Fair value through profit or loss 9 –3
Total 502 434
Credit impairments by borrower category
Credit institutions –10 –28
General public 512 462
Total 502 434

P14 Impairments of financial fixed assets

2013 2012
Investments in Group entities
Ektornet AB, Stockholm 542 467
ATM Holdning AB, Stockholm 6
JSC Swedbank, Kiev 1 602 118
Swedbank (Luxemburg) S.A., Luxemburg 36
First Securities AS, Oslo 1 268
Swedbank Management Company S.A., Luxemburg 5
New Tower LLC, Kiev 1
FRiR RUS OOO, Moscow 1
Total 3 419 627
Loans comprising net investment
JSC Swedbank, Kiev –1 169 527
Total –1 169 527
Total 2 250 1 154

P15 Appropriations

Total 6 3 626
Tax allocation reserve –8 3 516
Accelerated depreciation, equipment 14 111
Untaxed reserves 2013 2012
Tax expense 2013 2012
Tax related to previous years 164 –4
Current tax 3 043 2 893
Deferred tax –50 48
Total 3 157 2 937
2013 2012
SEKm per cent SEKm per cent
Results 3 157 23.6 2 937 29.3
22.0 (26.3)% of pre-tax profit 2 947 22.0 2 632 26.3
Difference –210 –1.6 –305 –3.0
The difference consists of the fol
lowing items
Tax previous years –164 –1.2 4
Tax -exempt income/non-deductible
expenses
–84 –0.6 –66 –0.6
Non-taxable dividends 592 4.4 154 1.5
Non-deductible goodwill impairment –22 –0.2 –31 –0.3
Tax-exempt capital gains and apprecia
tion in value of shares and participating
interests
5
Standard income tax allocation reserve –14 –0.1 –8 –0.1
Non deductible impairment of financial
fixed assets
–495 –3.7 –285 –2.8
Deviating tax rates in other countries –23 –0.2 –41 –0.4
Revaluation of deferred taxes due to
changed tax rate in Sweden
–32 –0.3
Other, net –5
Total -210 -1.6 -305 -3.0

2013

Deferred tax assets
and tax liabilities
Opening
balance
Income
state
ment
Other
com
prehen
sive
income
Equity Ex
change
rate
differ
ences
Closing
balance
Deductible temporary
differences
Income 49 –49
Total deferred tax assets 49 –49
Taxable temporary differ
ences
Cash flow hedges –11 8 –3
Provisions for pensions –92 –2 –94
Share related compensation –89 –89
Income 259 –113 –11 135
Other –18 16 –2
Total deferred tax liabilities 138 –99 8 –89 –11 –53

2012

Deferred tax assets Opening
balance
Income
state
ment
Other
com
prehen
sive
income
Equity Ex
change
rate
differ
ences
Closing
balance
Deductible temporary
differences
Income 49 49
Total deferred tax assets 49 49
Taxable temporary differ
ences
Cash flow hedges –44 2 31 –11
Provisions for pensions –115 23 –92
Income 200 74 –15 259
Other –2 –16 –18
Total deferred tax liabilities 41 97 31 –16 –15 138

NOTES, PARENT COMPANY

P17 Tax for each component in other comprehensive income

2013 2012
Pre-tax
amount
Deferred
tax
Current
tax
Total tax
amount
Pre-tax
amount
Deferred
tax
Current
tax
Total tax
amount
Remeasurements of defined benefit pension plans 5 –1 –1
Cash flow hedges 32 –7 –7 122 –31 –31
Other comprehensive income 37 –7 –1 –8 122 –31 –31

P18 Treasury bills and other bills eligible for refinancing with central banks, etc.

Carrying amount Amortised cost Nominal amount
2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit or loss
Trading
Swedish government 44 798 13 715 19 240 43 786 12 208 17 164 42 022 9 736 14 426
Swedish municipalities 463 571 75 463 571 75 462 571 75
Foreign governments 3 716 1 977 1 990 3 648 1 867 1 938 3 629 1 848 1 941
Other non-Swedish issuers 1 231 1 219 124 1 232 1 219 124 1 229 1 218 123
Total 50 208 17 482 21 429 49 129 15 865 19 301 47 341 13 373 16 565

P19 Loans to credit institutions P20 Loans to the public

2013 2012 1/1/2012
Valuation category, loans and receivables
Swedish banks 57 866 38 727 45 302
Swedish credit institutions 299 856 225 847 181 675
Foreign banks 17 191 40 460 48 965
Foreign credit institutions 1 402 37
Total 376 315 305 071 275 942

Valuation category, fair value through profit or loss

Trading
Swedish banks, repurchase agreements 1 130
Swedish credit institutions 25 888 16 731
Swedish credit institutions, repurchase
agreements 5 434 7 677 7 705
Foreign banks, repurchase agreements 5 498 4 975 5 726
Foreign credit institutions, repurchase
agreements 1 274 6 828 18 662
Total 12 206 45 368 49 954
Total 388 521 350 439 325 896
Subordinated loans 2013 2012 1/1/2012
Subsidiaries 394 1 189 1 462
Associates 120 120 120
Other companies 53 58 57
Total 567 1 367 1 639
2013 2012 1/1/2012
Valuation category, loans and receivables
Swedish public 230 832 162 365 168 953
Foreign public 64 573 55 964 60 387
Total 295 405 218 329 229 340
Valuation category, fair value through
profit or loss
Trading
Swedish public 387
Swedish public, repurchase agreements 28 680 31 753 33 500
Foreign public, repurchase agreements 19 234 16 183 8 883
Other
Swedish public 3 001 80 968 70 284
Total 50 915 128 904 113 054
Total 346 320 347 233 342 394

The maximum credit risk exposure for lending measured at fair value corresponds to the carrying amount.

P21 Bonds and other interest-bearing securities

Issued by other than public agencies Carrying amount Amortised cost Nominal amount
2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit or loss
Trading
Swedish mortgage institutions 54 724 60 915 74 215 54 161 60 096 73 272 52 338 57 628 71 471
Swedish financial entities 27 022 19 974 9 267 26 750 19 569 9 203 26 093 19 112 9 162
Swedish non-financial entities 5 583 5 265 4 465 5 579 5 248 4 450 5 568 5 222 4 403
Foreign financial entities 18 098 17 936 17 175 17 973 17 683 17 039 17 799 17 588 16 921
Foreign non-financial entities 10 212 8 762 7 507 10 142 8 621 7 399 9 968 8 557 7 421
Total 115 639 112 852 112 629 114 605 111 217 111 363 111 766 108 107 109 378
Valuation category, held to maturity*
Swedish mortgage institutions
Foreign mortgage institutions 888 1 259 1 507 888 1 259 1 507 889 1 261 1 515
Foreign financial entities 965 964 967
Total 888 1 259 2 472 888 1 259 2 471 889 1 261 2 482
Total 116 527 114 111 115 101 115 493 112 476 113 834 112 655 109 368 111 860
of which listed 112 779 112 013 109 581

* The fair value of held-to-maturity investments amounted to SEK 873 m (1 237).

P22 Shares and participating interests

Carrying amount Cost
2013 2012 1/1/2012 2013 2012 1/1/2012
Valuation category, fair value through profit or loss
Trading
Trading stock 6 246 7 426 1 052 5 935 7 313 1 172
Other
Credit institutions 501 337 244 338 244 217
Other shares 52 35 36 52 36 31
Total 6 799 7 798 1 332 6 325 7 593 1 420
Valuation category, available for sale
Condominiums 43 37 37 43 37 37
Other 7 26 23 7 26 23
Total 50 63 60 50 63 60
Total 6 849 7 861 1 392 6 376 7 656 1 480
of which unlisted 50 63 60

Unlisted holdings are valued at their last transaction price. Holdings in the valuation category available for sale have been estimated at acquisition cost, since a more reliable fair value is not considered to be available.

P23 Investments in associates

Fixed assets 2013 2012 1/1/2012
Credit institutions 1 130 1 130 1 130
Other associates 28 23 36
Total 1 158 1 153 1 166
Opening balance 1 153 1 166
Additions during the year 5 2
Disposals during the year –15
Closing balance 1 158 1 153
Corporate identity, domicile Corporate identity
number
Number Carrying amount Cost Share of capital, %
Credit institutions
EnterCard Holding AB, Stockholm 556673-0585 3 000 420 420 50.00
Färs & Frosta Sparbank AB, Lund 516401-0091 1 478 700 257 257 30.00
Sparbanken Rekarne AB, Eskilstuna 516401-9928 865 000 125 125 50.00
Swedbank Sjuhärad AB, Borås 516401-9852 950 000 287 287 47.50
Vimmerby Sparbank AB, Vimmerby 516401-0174 340 000 41 41 40.00
Total 1 130 1 130
Other associates
BDB Bankernas Depå AB, Stockholm 556695-3567 13 000 3 7 20.00
BGC Holding AB, Stockholm 556607-0933 29 177 11 11 29.18
Finansiell ID-Teknik BID AB, Stockholm 556630-4928 12 735 4 24 28.30
Getswish AB, Stockholm 556913-7382 10 000 4 4 20.00
Rosengård Invest AB, Malmö 556756-0528 5 625 6 10 25.00
Upplysningscentralen, Stockholm 556137-5113 2 000 20.00
Total 28 56
Total 1 158 1 186

P24 Investments in Group entities

Fixed assets 2013 2012 1/1/2012
Swedish credit institutions 14 887 14 882 14 900
Foreign credit institutions 33 126 35 064 35 423
Other entities 7 177 7 285 7 830
Total 55 190 57 231 58 153
Opening balance 57 231 58 153
Additions during the year 1 377 153
Impairments during the year –3 418 –911
Disposals during the year –164
Closing balance 55 190 57 231
Corporate identity
Corporate identity, domicile number Number Carrying amount Cost Share of capital, %
Swedish credit institutions
Swedbank Finans AB, Stockholm 556131-3395 345 000 424 424 100
Swedbank Hypotek AB, Stockholm 556003-3283 23 000 000 14 328 14 328 100
Ölands Bank AB, Borgholm
Total
516401-0034 780 000 135
14 887
135
14 887
60
Foreign credit institutions
Swedbank AS, Tallinn 10060701 85 000 000 18 189 18 189 100
Swedbank AS, Riga 40003074764 662 641 270 7424 7424 100
Swedbank AB, Vilnius 112029651 164 008 000 6434 6434 100
First Securities AS, Oslo 980645487 1 605 443 1617 100
OAO Swedbank, Moscow 1027739131529 28 000 000 969 1 460 100
Swedbank First Securities LLC, New York 20-416-7414 100 49 90 100
Swedbank (Luxembourg) S.A., Luxembourg 302018-5066 300 000 56 141 100
Swedbank Management Company S.A., Luxembourg B149317 250 000 5 5 100
Total 33 126 35 360
Other entities
ATM Holding AB, Stockholm 556886-6692 350 32 39 70
Bart AB, Stockholm 556691-3579 100 100
Ektornet AB, Stockholm 556788-7152 5 000 000 365 1 766 100
FR & R Invest AB, Stockholm 556815-9718 10 000 000 45 45 100
FRiR RUS OOO, Moscow 11107746962377 1 26 27 100
OOO Leasing, Moscow 1047796412531 2 139 139 100
Sparia Försäkrings AB, Stockholm 516401-8631 30 000 555 595 100
Sparia Group Försäkring AB, Stockholm 516406-0963 70 000 70 70 100
Swedbank Administration AB, Stockholm 556284-5387 10 000 7 7 100
Swedbank BABS Holding AB, Stockholm 556691-3579 1 000 61 61 100
Swedbank Franchise AB, Stockholm 556184-2120 1 000 273 273 100
Swedbank Försäkring AB, Stockholm 516401-8292 150 000 2 354 2 354 100
Swedbank och Sparbankernas Mobile Solutions AB, Stockholm 556891-5283 100 100
Swedbank Robur AB, Stockholm 556110-3895 10 000 000 3 249 3 249 100
Other 1 5
Total 7 177 8 630
Total 55 190 58 877

The share of the voting rights in each entity corresponds to the share of its equity. All entities are unlisted.

P25 Derivatives

Nominal amount/
remaining contractual maturity
Nominal amount Positive fair value Negative fair value
< 1 yr. 1-5 yrs. > 5 yrs. 2013 2012 1/1/2012 2013 2012 1/1/2012 2013 2012 1/1/2012
Derivatives in hedge
accounting
Fair value hedges
Interest-rate-related
contracts
Swaps 21 442 36 224 912 58 578 87 034 56 847 1 666 3 182 2 974 363 56
Currency-related con
tracts
Swaps 65 65 7 391 18 848 620 1 457 7 1
Total 21 507 36 224 912 58 643 94 425 75 695 1 666 3 802 4 431 370 56 1
Cash flow hedges
Interest-rate-related
contracts
Swaps 732 598 1 330 115 5 683 11 24 112
Total 732 598 1 330 115 5 683 11 24 112
Hedges of net invest
ment in foreign opera
tions
Currency-related con
tracts
Swaps 1 510 1 510 1 698 9 75
Total 1 510 1 510 1 698 9 75
Other derivatives
Interest-rate-related
contracts
Options held 112 114 397 454 85 402 594 970 621 453 766 345 1 599 2 230 1 931 1 563 1 907 1 814
Forward contracts 6 140 052 4 354 773 10 494 825 6 997 324 7 765 060 3 688 5 391 6 776 3 640 5 454 6 992
Swaps 803 388 1 858 494 525 745 3 187 627 3 209 438 3 074 746 50 900 77 214 69 411 53 288 79 451 70 425
Currency-related con
tracts
Options held 2 661 53 379 56 040 37 491 30 108 573 324 286 528 353 295
Forward contracts 780 689 15 983 796 672 823 666 1 253 751 5 301 9 167 16 528 5 630 10 384 17 038
Swaps 175 100 255 627 104 183 534 910 588 784 545 981 21 948 28 636 21 504 13 258 21 415 17 351
Other 1 518 48
Equity-related contracts
Options held 21 432 12 881 6 940 41 253 38 165 271 995 2 221 1 439 1 375 1 022 766 834
Forward contracts 7 257 9 7 266 5 182 460 67 2 3 48 1 23
Swaps 2 893 99 2 992 2 743 6 880 385 226 273 30 63 140
Credit-related contracts
Swaps 1 380 10 246 757 12 383 9 392 8 086 114 21 65 168 33 40
Total 8 046 966 6 958 945 723 027 15 728 938 12 333 638 13 724 930 86 796 124 647 118 200 79 175 119 827 114 952
Total before netting
agreements 8 070 715 6 995 767 723 939 15 790 421 12 431 598 13 806 310 88 471 128 450 122 632 79 556 119 995 115 065
Netting agreements –5 148 –2 524 –3 312 –5 148 –2 524 –3 312
Total 8 070 715 6 995 767 723 939 15 790 421 12 431 598 13 806 310 83 323 125 926 119 320 74 408 117 471 111 752
of which cleared 2 180 970 880 373 29 032 3 090 375 3 828 786 3 038 232 1 696 2 524 3 587 2 364 3 142 3 838

Maturity distribution regarding future hedged cash flows in cash flow hedge accounting

< 1 yr. 1-3 yrs. 3-5 yrs.
Negative cash flows (liabilities) 10 13 6

Future cash flows above, expressed in SEKm, are exposured to variablity attibutable to changed interest rates and/or changed currency rates. These future cash flows are hedged with derivatives, recognised as cash flow hedges, with opposite cash flows that eliminate the variability.

P26 Intangible fixed assets

2013 2012
Goodwill Customer
base
Other Total Goodwill Customer
base
Other Total
Cost, opening balance 3 369 41 478 3 888 2 202 41 345 2 588
Additions through separate acquisitions 123 123 1 167 134 1 301
Sales and disposals –10 –10 –1 –1
Cost, closing balance 3 369 41 591 4 001 3 369 41 478 3 888
Amortisation, opening balance –1 989 –34 –220 –2 243 –1 636 –30 –180 –1 846
Amortisation for the year –334 –3 –53 –390 –353 –4 –34 –391
Sales and disposals 5 5 –7 –7
Amortisation, closing balance –2 323 –37 –268 –2 629 –1 989 –34 –220 –2 243
Carrying amount 1 046 4 322 1 372 1 380 7 257 1 644

Goodwill is amortised over an estimated useful life of 5 to 20 years. For other intangible assets with a finite useful life, the amortisable amount is divided systematically over the useful life. Systematic amortisation refers to both straight-line and increasing or decreasing amortisation. The original useful life is between 3 and 15 years. No need for impairment was found.

P27 Tangible assets

2013 2012
Fixed assets Fixed assets
Equipment Owner
occupied
properties
Total Equipment Owner
occupied
properties
Total
Cost, opening balance 2 514 24 2 538 2 529 24 2 553
Additions 130 130 124 124
Sales and disposals –758 –758 –139 –139
Cost, closing balance 1 886 24 1 910 2 514 24 2 538
Depreciation, opening balance –2 156 –12 –2 168 –2 110 –12 –2 122
Depreciation for the year –141 –1 –142 –175 –175
Sales and disposals 733 733 129 129
Depreciation, closing balance –1 564 –13 –1 577 –2 156 –12 –2 168
Carrying amount 322 11 333 358 12 370

The useful life of equipment is deemed to be between three and ten years on average; its residual value is zero as in previous years. The depreciable amount is recognised linearly in profit or loss over the useful life. No indications of impairment were found on the closing day. Individual structural components of owner-occupied properties are depreciated over their useful life. The residual value is deemed to be zero. Land has an indefinite useful life and is not depreciated.

2013 2012 1/1/2012
Security settlement claims 5 656 1 592 2 335
Group contributions 6 495 5 986 2 398
Other 161 452 281
Total 12 312 8 030 5 014

P28 Other assets P29 Prepaid expenses and accrued income

2013 2012 1/1/2012
Accrued interest income 4 104 6 738 6 700
Other 1 002 1 055 1 031
Total 5 106 7 793 7 731

P30 Amounts owed to credit institutions

2013 2012 1/1/2012
Valuation category, loans and receivables
Swedish banks 79 799 68 611 76 057
Swedish credit institutions 73 434 63 835 36 213
Foreign banks 31 303 54 213 65 297
Foreign credit institutions 2 437 215 278
Total 186 973 186 874 177 845

Valuation category, fair value through profit or loss

Total 195 096 195 584 200 430
Total 8 123 8 710 22 585
Foreign banks, repurchase agreements 3 691 2 543 8 848
ments 250 2 734 5 411
Swedish credit institutions, repurchased agree
Swedish banks, repurchase agreements 4 182 3 433 8 326
Trading

P31 Deposits and borrowings from the public

2013 2012 1/1/2012
Valuation category, other financial liabilities
Deposits from Swedish public 460 009 413 133 382 972
Deposits from foreign public 16 877 13 106 26 347
Total 476 886 426 239 409 319

Valuation category, fair value through profit or loss

18 852 19 058 14 317
3 089 2 707
2 467 25 100 36 084
24 408 46 865 50 401
501 294 473 104 459 720
2 466 25 041 35 979

P32 Debt securities in issue

2013 2012 1/1/2012
Valuation category, other financial liabilities
Commercial papers 100 130 100 750 113 165
Other interest-bearing bond loans 100 609 116 820 113 004
Change in value due to hedge accounting at fair
value 185 1 268 1 121
Total 200 924 218 838 227 290

Valuation category, fair value through profit or loss

Trading
Commercial papers 8 546 6 929
Other 13 681 14 911 17 545
Total 13 681 23 457 24 474
Total 214 605 242 295 251 764

Turnover of debt securities in issue is reported in note P2 Liquidity risks, page 157.

P33 Other liabilities

2013 2012 1/1/2012
Security settlement liabilities 2 427 1 949 2 675
Group liabilities 637 637 1 093
Short position in shares 109 40 1 880
of which own issued shares 37 107
Short position in interest-bearing securities 17 410 18 189 28 723
of which own issued interest-bearing
securities
1 797 7 591
Other 7 813 8 818 5 820
Total 28 396 29 633 40 191

P34 Accrued expenses and prepaid income

2013 2012 1/1/2012
Accrued interest expenses 2 046 2 938 3 264
Other 1 700 1 745 2 108
Total 3 746 4 683 5 372

P35 Provisions

2013 2012 1/1/2012
Provisions for pensions 15 18 1
Provisions for guarantees 65 83
Other 18 76 29
Total 98 94 113

P36 Subordinated liabilities

2013 2012 1/1/2012
Valuation category, other financial liabilities
Subordinated loans 4 554 8 122 10 336
Change in the value due to hedge account
ing at fair value
–11 122 355
Total subordinated loans 4 543 8 244 10 691
Undated subordinated loans 5 037 5 537 8 244
of which Tier 1 capital contribution 5 540 6 278 6 801
Change in the value due to hedge account
ing at fair value
503 741 898
Total undated subordinated loans 5 540 6 278 9 142
Total 10 083 14 522 19 833

Specification of subordinated liabilities

Fixed-term subordinated loans

Maturity Right to prepayment
for Swedbank AB
Currency Nominal amount,
million
Carrying amount,
SEKm
Coupon interest, %
1989/2019 SEK 111 131 11.00
2012/2022 2017 EUR 500 4 412 3.00
Total 4 543

Undated subordinated loans approved by the Swedish Financial Supervisory Authority as Tier 1 capital contribution

Right to prepayment Nominal amount, Carrying amount,
Maturity for Swedbank AB Currency million SEKm Coupon interest, %
2004/undated 2016 GBP 199 2 324 5.75
2007/undated 2017 SEK 2 000 2 192 6.67
2008/undated 2018 SEK 873 1 025 8.28
Total 5 540

Certain subordinated loans are used as hedging instruments to hedge the net investment in foreign operations. The currency component of these liabilities is recognised at cost.

P37 Untaxed reserves P38 Equity

Accumulated
accelerated
depreciation
Tax allocation
reserve
Total
Opening balance 2012 66 2 606 2 672
Reversal/Allocation 111 3 516 3 626
Closing balance 2012 177 6 122 6 299
Opening balance 2013 177 6 122 6 299
Reversal/Allocation 14 -8 6
Closing balance 2013 192 6 114 6 305
Tax allocation reserve 2013 2012 1/1/2012
Allocation 2008 731 731 731
Allocation 2011 1 857 1 857 1 875
Allocation 2012 3 526 3 534
Total 6 114 6 122 2 606
2013 2012 1/1/2012
Restricted equity
Share capital, ordinary shares 24 904 20 925 20 269
Share capital, preference shares 3 979 4 082
Share capital, C shares 32
Statutory reserve 5 968 5 968 6 489
Total 30 872 30 872 30 872
Non-restricted equity
Cash flow hedges –8 –32 –123
Share premium reserve 13 206 13 206 13 118
Retained earnings 20 313 20 459 18 884
Total 33 511 33 633 31 879
Total equity 64 383 64 505 62 751

Changes in equity for the period and the distribution according to IFRS are indicated in the statement of changes in equity.

P39 Fair value of financial instruments

Carrying amounts and fair values of financial instruments

A comparison between the carrying amount and fair value of the parent company's financial assets and financial liabilities according to the definition in IAS 39 is presented below.

Determination of fair values of financial instruments

The parent company uses various methods to determine the fair value for financial instruments depending on the degree of observable market data in the valuation and the activity in the market. An active market is considered either a regulated or reliable marketplace where quoted prices are easily accessible and which demonstrates regularity. Activity is continuously evaluated by analysing factors such as trading volumes and differences in bid and ask prices.

The methods are divided in three different levels:

• Level 1: Unadjusted, quoted price on an active market

• Level 2: Adjusted, quoted price or valuation model with valuation parameters derived from an active market

• Level 3: Valuation model where a majority of valuation parameters are non-observable and based on internal assumptions.

When financial assets and financial liabilities in active markets have market risks that offset each other, an average of bid and ask prices is used as a basis to determine their fair values. For any open net positions, bid and sell rates are applied as applicable i.e. bid rates for long positions and ask rates for short positions. When there is no active market, fair value is determined with the help of established valuation methods and

models. In these cases, assumptions that cannot be directly attributed to a market may be applied. These assumptions are based on experience and knowledge of the valuation of financial markets. The goal, however, is to always maximise the use of data from an active market. All valuation methods and models and internal assumptions are validated continuously by the independent risk control unit. In cases where it is considered necessary, adjustments are made to reflect fair value, so-called fair value adjustments. This is done to correctly reflect the parameters in the financial instruments and which will be reflected in their valuations. For OTC derivatives, for example, where the counterparty risk is not settled with cash collateral, the fair value adjustment is based on the current counterparty risk (CVA and DVA). In cases where the model risk is considered reliable, an assessment is also made whether a fair value adjustment is necessary given the model risk.

The parent company has a continuous process that identifies financial instruments which indicate a high level of internal assumptions or low level of observable market data. The process determines how to make the calculation based on how the internal assumptions are expected to affect the valuation. In cases where internal assumptions have a significant impact on fair value, the financial instrument is reported on level 3. The process also includes an analysis based on the quality of valuation data and whether any types of financial instruments will be transferred between the various levels.

For variable-rate lending and deposits, which are recognised at amortised cost, the carrying amount is assessed to coincide with fair value. The carrying amounts and fair values coincide for the most part because of the large share of financial instruments recognised at fair value.

2013 2012 1/1/2012
Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference
Assets
Financial assets covered by IAS 39
Cash and blances with central banks 32 439 32 439 109 898 109 898 154 392 154 392
Treasury bills etc. 50 208 50 208 17 482 17 482 21 429 21 429
of which fair value through profit or loss 50 208 50 208 17 482 17 482 21 429 21 429
Loans to credit institutions 388 521 388 521 350 439 350 439 325 896 325 896
of which loans receivables 376 314 376 314 305 071 305 071 275 942 275 942
of which fair value through profit or loss 12 206 12 206 45 368 45 368 49 954 49 954
Loans to the public 346 320 346 320 347 233 347 233 342 394 342 394
of which loan receivables 295 405 295 405 218 329 218 329 229 340 229 340
of which fair value through profit or loss 50 916 50 916 128 904 128 904 113 054 113 054
Bonds and interest-bearing securities 116 513 116 527 –14 114 089 114 111 –22 115 006 115 101 –95
of which fair value through profit or loss 115 639 115 639 112 852 112 852 112 629 112 629
of which investments held to maturity 873 888 –14 1 237 1 259 –22 2 377 2 472 –95
Shares and participating interest 6 849 6 849 7 861 7 861 1 392 1 392
of which fair value through profit or loss 6 849 6 849 7 798 7 798 1 332 1 332
of which available for sale 63 63 60 60
Derivatives 83 323 83 323 125 926 125 926 119 320 119 320
Other financial assets 16 415 16 415 14 768 14 768 11 714 11 714
Total 1 040 587 1 040 601 –14 1 087 696 1 087 718 –22 1 091 543 1 091 638 –95
2013 2012 1/1/2012
Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference Fair value Carrying
amount
Difference
Liabilities
Financial liabilities covered by IAS 39
Amounts owed to credit institutions 195 096 195 096 195 584 195 584 200 430 200 430
of which other financial liabilities 186 973 186 973 186 874 186 874 177 845 177 845
of which fair value through profit or loss 8 123 8 123 8 710 8 710 22 585 22 585
Deposits and borrowings from the public 501 294 501 294 473 104 473 104 459 720 459 720
of which other financial liabilities 476 887 476 887 426 239 426 239 409 319 409 319
of which fair value through profit or loss 24 407 24 407 46 865 46 865 50 401 50 401
Debt securities in issue, etc. 214 940 214 605 335 241 465 242 295 –830 251 264 251 764 –500
of which other financial liabilities 201 259 200 924 335 218 008 218 838 –830 226 790 227 290 –500
of which fair value through profit or loss 13 681 13 681 23 457 23 457 24 474 24 474
Subordinated liabilities 9 996 10 083 –87 14 292 14 522 –230 21 090 19 833 1 257
of which other financial liabilities 9 996 10 083 –87 14 292 14 522 –230 21 090 19 833 1 257
Derivatives 74 408 74 408 117 471 117 471 111 752 111 752
Short positions securities 17 520 17 520 18 229 18 229 30 603 30 603
of which fair value through profit or loss 17 520 17 520 18 229 18 229 30 603 30 603
Other financial liabilities 12 284 12 284 15 878 15 878 13 431 13 431
Total 1 025 537 1 025 290 248 1 076 023 1 077 083 –1 060 1 088 290 1 087 533 757

Financial instruments recognised at fair value

The following tables describe fair values at three different valuation levels for financial instruments recognised at fair value.

Level 1 primarily contains equities, fund shares, bonds, treasury bills, commercial paper and standardised derivatives, where the quoted price is used in the valuation. Securities in issue traded on an active market are included in this category as well.

Level 2 primarily contains less liquid bonds that are valued on the curve, lending, funding and derivatives measured on the basis of observable prices. For less liquid bond holdings, an adjustment is made for the credit spread based on observable market inputs such as the market for credit derivatives. For loans to the public where there are no observable market inputs for credit margins at the time of measurement, the credit margin of the last transaction executed with the same counterparty is used. Securities in issue that are not quoted but measured according to quoted prices for similar quoted bonds are also included on level 2.

Level 3 contains other financial instruments where internal assumptions have a significant effect on the calculation of fair value. Level 3 primarily contains unlisted equity instruments and illiquid options. The options hedge changes in the market values of combined debt instruments, so-called structured products. The structured products consist of a corresponding option element and a host contract, which in principle is an ordinary interestbearing bond. When it determines the level on which the financial instruments are reported, the Group evaluates them entirely on an individual basis. Since the bond portion of the structured products essentially represents financial instrument's fair value, the internal assumptions used to value the illiquid option element normally do not have a significant effect on the valuation. The financial instrument is then reported on level 2. For individual options

that hedge the structured products, the internal assumptions are of greater significance, because of which several are reported as derivatives on level 3. Generally, the Group always hedges the market risks that arise in structured products, because of which differences between the carrying amounts of assets and liabilities on level 3 do not reflect differences in the use of internal assumptions in the valuation. To estimate the sensitivity of the volatility of the illiquid options, two types of shifts have been made. The shifts are based on each product type of and are considered reasonable changes. A reduction in volatility of 20 per cent would reduce the fair value of all options on level 3 by about SEK 25m. An increase in volatility of 20 per cent would increase the fair value of all options on level 3 by about SEK 30m. Corresponding offsetting changes in value arise for financial instruments reported on level 2. When valuation models are used to determine fair value of financial instruments on level 3, the consideration that has been paid or received is assessed as the best evidence of fair value at initial recognition. Because of the possibility that a difference could arise between this fair value and the fair value calculated at that time in the valuation model, so called day 1 profit or loss, the Group adjusts the valuation models to avoid such differences. As of year-end there were no cumulative differences that were not recognised through profit or loss. Financial instruments are transferred to or from level 3 depending on whether the internal assumptions have changed in significance for the valuation.

During the year there were no significant transfers of financial instruments between measurement level 1 and 2.

The following table shows financial instruments measured at fair value as per yearend distributed by valuation method.

2013 2012
Level 1 Level 2 Level 3 Total Level 1 Level 2 Level 3 Total
Assets
Treasury bills and other bills eligible for refinancing
with central banks, etc. 23 254 26 954 50 208 15 636 1 846 17 482
Loans to credit institutions 12 206 12 206 45 368 45 368
Loans to the public 50 916 50 916 128 904 128 904
Bonds and interest-bearing securities 80 179 35 460 115 639 80 975 31 535 342 112 852
Shares and participating interest 6 741 58 50 6 849 7 641 157 7 798
Derivatives 93 83 097 133 83 323 7 125 856 63 125 926
Total 110 267 208 691 183 319 141 104 259 333 666 405 438 330
Liabilities
Amounts owed to credit institutions 8 123 8 123 8 710 8 710
Deposits and borrowings from the public 24 407 24 407 46 865 46 865
Debt securities in issue, etc. 13 681 13 681 23 457 23 457
Derivatives 762 73 627 19 74 408 625 116 846 117 471
Short positions securities 17 520 17 520 18 229 18 229
Total 18 282 119 838 19 138 139 18 854 195 878 214 732

NOTES, PARENT COMPANY

172

Changes in level 3 2013
Assets Liabilities
Debt
securities
Equity
instruments
Derivatives Total Derivatives
Opening balance 342 63 405
Maturities –342 –342
Transferred from Level 2 to Level 3 50 120 170 26
Gains or loss –50 –50 –7
of which in the income statement, net gains and losses on financial items at fair value –50 –50 –7
Closing balance 50 133 183 19
Changes in level 3 2012
Liabilities
Debt
securities
Equity
instruments
Derivatives Total Derivatives
Opening balance 390 390
Transferred from Level 2 to Level 3 63 63
Gains or loss –48 –48
of which in the income statement, net gains and losses on financial items at fair value –48 –48
Closing balance 342 63 405

Financial instruments at amortised cost.

The following tables distribute fair values by the three valuation levels for financial instruments at amortised cost.

2013
Fair value
Carrying amount Level 1
Level 2
Level 3 Total
Assets
Treasury bills and other bills eligible for refinancing with central banks, etc.
Loans to credit institutions 376 314 376 314 376 314
Loans to the public 295 405 295 405 295 405
Bonds and other interest-bearing securities 888 873 873
Total 672 607 671 719 873 672 592
Liabilities
Amounts owed to credit institutions 186 973 186 973 186 973
Deposits and borrowing from the public 476 887 476 887 476 887
Debts securities in issue 200 924 201 259 201 259
Subordinated liabilities 10 083 9 996 9 996
Total 874 867 875 115 875 115

P40 Reclassification of financial assets

Swedbank chose as of 1 July 2008 to reclassify certain interest-bearing securities which, owing to extraordinary market conditions, had become illiquid. Market conditions at the time were distinguished by extreme turbulence, a shortage of liquidity and a lack of quoted prices on active markets. The holdings, as listed in the table below, were reclassified from trading to held to maturity, since the instruments are no longer held for trading purposes. Instead, management intends, and has the capacity, to hold

them to maturity. Financial instruments in the category held for trading are recognised at fair value with changes in value recognised in profit or loss. Financial instruments in the category held to maturity are recognised at amortised cost less impairments. No impairments were needed as of 31 December 2013, which means that all contractual cash flows are expected to be received. All the holdings are Residential Mortgage Backed Securities (RMBS).

2013 2012 2011 2010 2009 2008 30/6/2008
Carrying amount 888 1 059 2 365 4 287 7 203 8 138 7 376
Nominal amount 889 1 061 2 375 4 332 7 306 8 328 7 558
Fair value 873 1 037 2 269 4 140 6 872 7 988 7 376
Gains/loss recognised through profit or loss –187
Gains/loss that would be recognised through profit or loss if the assets were not
reclassified –14 –22 –95 –147 –332 –150 –187
Effective interest rate on day of reclassification, % 5.62
Recognised interest income after reclassification 4 20 60 70 185 160

Nominal amounts and carrying amounts are affected by changes in exchange rates. Carrying amounts are also affected by the allocations of discounts in accordance with the effective interest method.

P41 Financial assets and liabilities, which have been offset or are subject to netting or similar agreements

The disclosures below refer to recognised financial instruments that have been offset in the balance sheet or are subject to legally binding netting agreements, even when they have not been offset in the balance sheet, as well as to related rights to financial collateral. As of the closing day these financial instruments referred to derivatives, repos (including reverse), security settlement claims and securities loans.

2013 2012
Assets Deriva
tives
Reverse
repur
chase
agree
ments
Security
settle
ment
claims
Securities
borrowing
Total Deriva
tives
Reverse
repur
chase
agree
ments
Security
settle
ment
claims
Securities
borrowing
Total
Financial assets, which not have been
offset or are subject to netting or similar agreements 2 723 5 596 8 319 3 257 1 592 4 849
Financial assets, which have been offset or are subject
to netting or similar agreements
80 600 60 121 60 223 141 004 122 669 67 416 407 190 492
Net amount presented in
the balance sheet 83 323 60 121 5 656 223 149 323 125 926 67 416 1 592 407 195 341
Financial assets, which have been offset or are
subject to netting or similar
agreements
Gross amount 85 748 60 992 4 495 223 151 458 125 193 70 919 2 435 407 198 954
Offset amount –5 148 –871 –4 435 –10 454 –2 524 –3 503 –2 435 –8 462
Net amount presented in
the balance sheet 80 600 60 121 60 223 141 004 122 669 67 416 407 190 492
Related amount not offset in
the balance sheet
Financial instruments, netting agreements 59 455 59 455 92 124 92 124
Financial instruments, collateral 1 987 60 044 223 62 254 15 67 416 407 67 838
Cash, collateral 10 680 77 10 757 16 775 16 775
Total amount not offset in
the balance sheet 72 122 60 121 223 132 466 108 914 67 416 407 176 737
Net amount 8 478 60 8 538 13 755 13 755
Liabilities Deriva
tives
Reverse
repurchase
agree
ments
Security
settlement
claims
Securities
borrowing Total
Deriva
tives
Reverse
repurchase
agree
ments
Security
settlement
claims
Securities
borrowing Total
Financial assets, which not have been
offset or are subject to netting or similar agreements
1 700 2 103 3 803 3 182 905 4 087
Financial assets, which have been offset or are subject
to netting or similar agreements
72 708 30 064 325 177 103 274 114 289 30 475 1 044 145 808
Net amount presented in
the balance sheet
74 408 30 064 2 428 177 107 077 117 471 30 475 1 949 149 895
Financial assets, which have been
offset or are subject to netting or similar agree
ments
Gross amount 77 856 30 935 4 760 177 113 728 116 813 33 978 3 479 154 270
Offset amount –5 148 –871 –4 435 –10 454 –2 524 –3 503 –2 435 –8 462
Net amount presented in
the balance sheet
72 708 30 064 325 177 103 274 114 289 30 475 1 044 145 808
Related amount not offset in
the balance sheet
Financial instruments, netting agreements 59 455 59 455 92 124 92 124
Financial instruments, collateral 1 914 30 036 177 32 127 1 082 30 467 31 549
Cash, collateral 7 437 3 7 440 14 678 14 678
Total amount not offset in
the balance sheet
68 806 30 039 177 99 022 107 884 30 467 138 351
Net amount 3 902 25 325 4 252 6 405 8 1 044 7 457

P42 Specification of adjustments for non-cash items in operating activities

2013 2012
Amortised origination fees –523 –439
Unrealised changes in value/currency changes 1 155 266
Capital gains/losses on sales of subsidiaries and as
sociates 13 –19
Capital gains/losses on property and equipment –6 –5
Depreciation and impairment of tangible fixed assets 141 175
Impairment of financial fixed assets 2 254 1 155
Amortisation and impairment of goodwill and other
intangible fixed assets 391 391
Credit impairment 555 475
Dividend Group entities –6 486 –6 463
Prepaid expenses and accrued income 2 687 –62
Accrued expenses and prepaid income –943 –671
Share based payments to employees 285 211
Other –2 –1
Total –479 –4 987

P43 Assets pledged, contingent liabilities and commitments

Assets pledged

Assets pledged for own liabilities 2013 2012 1/1/2012
Government securities and bonds pledged with
the Riksbank 10 869 13 177 17 979
Government securities and bonds pledged with
foreign central banks 868 922 1 458
Government securities and bonds pledged for
liabilities to credit institutions, repurchase
agreements 6 898 8 693 22 575
Government securities and bonds pledged for
deposits from the public, repurchase agreements 13 006 25 271 20 816
Government securities and bonds pledged for
derivatives 162
Cash 7 178 14 012 11 651
Total 38 819 62 237 74 479

The carrying amount of liabilities for which assets are pledged amounted to SEK 38 819 m (62 237) in 2013.

P44 Transferred financial assets

The parent company transfers ownership of financial assets in connection with repos and security loans. Although ownership has been transferred in these transactions, the asset remains on the balance sheet since the parent company is still exposed to the asset's risk of fluctuating in value. This is because the agreement stipulates at the time of transfer that the asset will be restored. The sales proceeds received in connection with repos are recognised as liabilities. All assets and related liabilities are recognised at fair value and included in the valuation category

Other assets pledged 2013 2012 1/1/2012 Securities lending 177 149 1 818 Government securities and bonds pledged for other commitments 2 695 862 1 262 Cash 334 217 169 Total 3 206 1 228 3 249

Collateral is pledged in the form of government securities or bonds to central banks to execute transactions with the central banks. In so-called genuine repurchase transactions, where the parent company sells a security and at the same time agrees to repurchase it, the sold security remains on the balance sheet. The carrying amount of the security is also recognised as a pledged asset. In principle, the parent company cannot dispose of pledged collateral. Generally, the assets are also separated on behalf of the beneficiaries in the event of the parent company's insolvency.

Contingent liabilities
Nominal amount 2013 2012 1/1/2012
Loan guarantees 522 950 530 544 544 242
Other guarantees 14 609 14 091 13 652
Accepted and endorsed notes 80 83 106
Letters of credit granted but not utilised 1 213 1 835 2 582
Other contingent liabilities 97 18 253
Total 538 949 546 571 560 835
Provision for anticipated credit impairments –65 –52 –83
Commitments
Nominal amount 2013 2012 1/1/2012
Loans granted but not paid 106 173 91 786 88 912
Overdraft facilities granted but not utilised 74 375 74 301 72 797
Total 180 548 166 087 161 709

The nominal amount for interest, equity and currency related contracts is shown in note P25 Derivatives.

fair value through profit and loss, trading. Liabilities related to securities lending refer to collateral received in the form of cash. These liabilities are reported in the valuation category other financial liabilities. In addition to what is indicated in the table for securities lending, collateral is received in the form of other securities to cover the difference between the fair value of the transferred assets and the recognised liability's fair value. At year-end the parent company had no commitments in financial assets that had been removed from the balance sheet.

Transferred assets Associated liabilities
2013 Carrying amount Of which
repurchase
agreements
Of which securi
ties lending
Carrying amount Of which
repurchase
agreements
Of which secur
ites lending
Valuation category , fair value through profit or loss
Trading
Equity instruments 317 317 223 223
Debt securities 19 904 19 904 19 906 19 906
Total 20 221 19 904 317 20 129 19 906 223
Transferred assets Associated liabilities
2012 Carrying amount Of which
repurchase
agreements
Of which securi
ties lending
Carrying amount Of which
repurchase
agreements
Of which secur
ites lending
Valuation category , fair value through profit or loss
Trading
Equity instruments 471 471 407 407
Debt securities 33 964 33 964 33 964 33 964
Total 34 435 33 964 471 34 371 33 964 407

Swedbank Annual Report 2013

P45 Operational leasing

The agreements mainly relate to premises in which the parent company is the lessee. The terms of the agreements comply with customary practices and include clauses on inflation and property tax. The combined amount of future minimum lease payments that relate to non-cancellable agreements is allocated on the due dates as follows:

2013 Expenses Income subleasing Total 2012 Expenses Income subleasing Total
2014 685 63 622 2013 522 54 468
2015 428 39 389 2014 429 44 385
2016 286 25 261 2015 168 25 143
2017 256 22 234 2016 169 16 153
2018 236 236 2017 169 169
2019 150 150 2018 169 169
2020 103 103 2019 169 169
2021 93 93 2020 99 99
2022 93 93 2021 80 80
2023 or later 1 054 1 054 2022 or later 984 984
Total 3 384 149 3 235 Total 2 959 139 2 820

P46 Related parties and other significant relationships

Subsidiaries Associates Other related parties
2013 2012 2013 2012 2013 2012
Assets
Loans to credit institutions 308 817 269 761 9 021 8 412
Loans to the public 3 204 6 614 1 820 981
Bonds and other interest-bearing securities 3 131 5 589
Derivatives 19 349 24 133
Other assets 8 157 10 198 6 8 29 28
Prepaid expenses and accrued income 276 328
Total assets 342 934 316 623 10 847 9 400 29 28
Liabilities
Amount owed to credit institutions 73 696 73 128 2 928 2 531
Deposits and borrowing from the public 6 855 7 776 1 327 1 159 1 181 548
Derivatives 19 498 25 667
Other liabilities 817 719 64 71
Accrued expenses and prepaid income
Total liabilities 100 866 107 290 4 319 3 761 1 181 548
Contingent liabilities
Guarantees 521 574 529 183 75 75
Derivatives, nominal amount 774 531 783 001 3 573 3 220
Income and expenses
Interest income 2 363 6 265 270 302
Interest expenses -652 -919 31 63 36 17
Dividends received 2 154 540 533 45
Commission income 1 949 766 9 13
Commission expenses 88 85
Other income 375 354 118 156
Other general administrative expenses 47 33 17 709 710

P47 Events after 31 December 2013

See Group note G58.

Signatures of the Board of Directors and the CEO

The Board of Directors and the President hereby affirm that the annual report has been prepared in accordance with the Act on Annual Accounts in Credit Institutions and Securities Companies (ÅRKL), the instructions and general guidelines of the Swedish Financial Supervisory Authority (FFFS 2008:25) and the Swedish Financial Accounting Standards Council's recommendation RFR 2 Accounting for Legal Entities, and provides an accurate portrayal of the Parent Company's position and earnings and that the Board of Directors' Report provides an accurate review of trends in the company's operations, position and earnings,

as well as describes significant risks and instability factors faced by the company.

The Board of Directors and the President hereby affirm that the consolidated accounts have been prepared in accordance with the International Financial Reporting Standards (IFRS), as adopted by the EU, and provide an accurate portrayal of the Group's position and earnings and that the Board of Directors' report for the Group provides an accurate review of trends in the Group's operations, position and earnings, as well as describes significant risks and instability factors faced by the Group.

Anders Sundström
Chair
Lars Idermark
Vice Chair
Olav Fjell Ulrika Francke Göran Hedman
Anders Igel Pia Rudengren
Charlotte Strömberg Karl-Henrik Sundström Siv Svensson
Kristina Kjell Jimmy Johnsson

Stockholm, 14 February 2014

Employee representative Employee representative

Michael Wolf President and CEO

Our auditors' report was submitted on 14 February 2014

Deloitte AB

Svante Forsberg Authorised Public Accountant

Auditors' report

To the annual meeting of the shareholders of Swedbank AB (publ), corporate identity number 502017-7753

Report on the annual accounts and consolidated accounts

We have audited the annual accounts and consolidated accounts of Swedbank AB (publ) for the financial year 1 January 2013 – 31 December 2013 except for the corporate governance statement on pages 44–54. The annual accounts and consolidated accounts of the company are included in the printed version of this document on pages 14–43, 62–176.

Responsibilities of the Board of Directors and the Managing Director for the annual accounts and consolidated accounts

The Board of Directors and the Managing Director are responsible for the preparation and fair presentation of these annual accounts in accordance with the Annual Accounts Act for Credit Institutions and Securities Companies and of the consolidated accounts in accordance with International Financial Reporting Standards, as adopted by the EU, and the Annual Accounts Act for Credit Institutions and Securities Companies, and for such internal control as the Board of Directors and the Managing Director determine is necessary to enable the preparation of annual accounts and consolidated accounts that are free from material misstatement, whether due to fraud or error.

Auditor's responsibility

Our responsibility is to express an opinion on these annual accounts and consolidated accounts based on our audit. We conducted our audit in accordance with International Standards on Auditing and generally accepted auditing standards in Sweden. Those standards require that we comply with ethical requirements and plan and perform the audit to obtain reasonable assurance about whether the annual accounts and consolidated accounts are free from material misstatement.

An audit involves performing procedures to obtain audit evidence about the amounts and disclosures in the annual accounts and consolidated accounts. The procedures selected depend on the auditor's judgement, including the assessment of the risks of material misstatement of the annual accounts and consolidated accounts, whether due to fraud or error. In making those risk assessments, the auditor considers internal control relevant to the company's preparation and fair presentation of the annual accounts and consolidated accounts in order to design audit procedures that are appropriate in the circumstances, but not for the purpose of expressing an opinion on the effectiveness of the company's internal control. An audit also includes evaluating the appropriateness of accounting policies used and the reasonableness of accounting estimates made by the Board of Directors and the Managing Director, as well as evaluating the overall presentation of the annual accounts and consolidated accounts.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our audit opinion.

Opinions

In our opinion, the annual accounts have been prepared in accordance with the Annual Accounts Act for Credit Institutions and Securities Companies and present fairly, in all material respects, the financial position of the parent company as of 31 December 2013 and of its financial performance and its cash flows for the year then ended in accordance with the Annual Accounts Act for Credit Institutions and Securities Companies, and the consolidated accounts have been prepared in accordance with the Annual Accounts Act for Credit Institutions and Securities Companies and present fairly, in all material respects, the financial position of the group as of 31 December 2013 and of their financial performance and cash flows in accordance with International Financial Reporting Standards, as adopted by the EU, and the Annual Accounts Act for Credit Institutions and Securities Companies. Our opinions do not cover the corporate governance statement on pages 44–54. The statutory administration report is consistent with the other parts of the annual accounts and consolidated accounts.

We therefore recommend that the annual meeting of shareholders adopt the income statement and balance sheet for the parent company and the group.

Report on other legal and regulatory requirements

In addition to our audit of the annual accounts and consolidated accounts, we have examined the proposed appropriations of the company's profit or loss and the administration of the Board of Directors and the Managing Director of Swedbank AB (publ) for the financial year 1 January 2013 – 31 December 2013. We have also conducted a statutory examination of the corporate governance statement.

Responsibilities of the Board of Directors and the Managing Director

The Board of Directors is responsible for the proposal for appropriations of the company's profit or loss, and the Board of Directors and the Managing Director are responsible for administration under the Companies Act and the Banking and Financing Act and that the corporate governance statement on pages 44–54 has been prepared in accordance with the Annual Accounts Act.

Auditor's responsibility

Our responsibility is to express an opinion with reasonable assurance on the proposed appropriations of the company's profit or loss and on the administration based on our audit. We conducted the audit in accordance with generally accepted auditing standards in Sweden. As a basis for our opinion on the Board of Directors' proposed appropriations of the company's profit or loss, we examined the Board of Directors' reasoned statement and a selection of supporting evidence in order to be able to assess whether the proposal is in accordance with the Companies Act.

As a basis for our opinion concerning discharge from liability, in addition to our audit of the annual accounts and consolidated accounts, we examined significant decisions, actions taken and circumstances of the company in order to determine whether any member of the Board of Directors or the Managing Director is liable to the company. We also examined whether any member of the Board of Directors or the Managing Director has, in any other way, acted in contravention of the Companies Act, the Banking and Financing Act, the Annual Accounts Act for Credit Institutions and Securities Companies or the Articles of Association.

We believe that the audit evidence we have obtained is sufficient and appropriate to provide a basis for our opinion.

Furthermore, we have read the corporate governance statement and based on that reading and our knowledge of the company and the group we believe that we have a sufficient basis for our opinions. This means that our statutory examination of the corporate governance statement is different and substantially less in scope than an audit conducted in accordance with International Standards on Auditing and generally accepted auditing standards in Sweden.

Opinions

We recommend to the annual meeting of shareholders that the profit be appropriated in accordance with the proposal in the statutory administration report and that the members of the Board of Directors and the Managing Director be discharged from liability for the financial year.

A corporate governance statement has been prepared, and its statutory content is consistent with the other parts of the annual accounts and consolidated accounts.

Stockholm, 14 February 2014

Deloitte AB Svante Forsberg Authorised Public Accountant

Market shares

Market shares, per cent Volumes, SEKbn
Sweden 2013 2012 2011 2010 2009 2013 2012 2011 2010 2009
Private market
Deposits 21 22 23 24 24 270 268 260 245 223
Lending 24 24 25 26 26 688 673 659 642 609
of which mortgage lending 25 26 26 27 28 591 575 562 549 519
Individual pension savings* 42 42 40 44 41 29 29 26 27 24
SPAX** 12 15 18 16 22 14 15 18 19 28
Bank Cards (thousands) n.a. n.a. n.a. n.a. n.a. 3 836 3 835 3 797 3 751 3 715

* Excluding savings banks' investments in Swedbank Robur and the figures for 2013 relate to September.

** Including issued from Svensk Exportkredit during 2010–2013.

Corporate market

Deposits 18 16 16 17 16 151 131 122 123 115
Lending 17 17 17 17 18 333 335 326 308 324
Market shares, per cent Volumes, SEKbn
Baltic countries 2013 2012 2011 2010 2009 2013 2012 2011 2010 2009
Private market
Estonia
Deposits 54 54 54 55 55 25 23 22 20 21
Lending 46 46 47 47 48 27 26 27 29 34
of which mortgage lending 46 46 46 47 47 25 24 25 26 31
Bank cards (thousands) 60 61 62 62 63 1 088 1 095 1 102 1 123 1 165
Latvia
Deposits 29 28 23 23 23 16 13 10 10 11
Lending 29 30 27 27 27 16 17 18 20 25
of which mortgage lending (as of Sep 2013) 31 28 26 27 27 14 13 14 16 19
Bank cards (thousands) (as of Sep 2013) 42 41 41 39 38 1 001 993 956 938 941
Lithuania
Deposits 37 36 36 32 32 26 24 22 22 24
Lending 27 27 26 26 26 17 16 15 18 22
of which mortgage lending 26 25 25 25 25 15 14 15 16 19
Bank cards (thousands) 51 50 50 40 39 1 821 1 869 1 805 1 719 1 671
Market shares, per cent Volumes, SEKbn
Baltic countries 2013 2012 2011 2010 2009 2013 2012 2011 2010 2009
Corporate market
Estonia
Deposits 37 38 41 40 43 24 23 23 21 25
Lending 35 35 36 40 41 28 26 27 31 40
Latvia
Deposits 14 13 10 10 11 17 14 8 9 8
Lending (as of Sep 2013) 17 18 18 21 24 17 17 18 24 34
Lithuania
Deposits 25 27 24 22 21 12 12 10 10 9
Lending 21 19 20 21 22 18 18 19 22 30

Swedbank Annual Report 2013

Competition in Swedbank's home markets

In an international comparison, the banking sector is fairly concentrated in Swedbank's home markets.

In Sweden, Swedbank, Handelsbanken, Nordea and SEB accounted for about 70 per cent of deposits and lending in 2013. Swedbank is the biggest in retail banking and has a leading market position in mortgages (25 per cent), deposits from private customers (21 per cent) and fund management (24 per cent). In the Swedish corporate market, the bank's share was 17 per cent for lending and 18 per cent for deposits at the end of 2013.

The Estonian banking sector is more concentrated than Sweden's. The market is dominated by foreign companies. Together, Swedbank, SEB, Nordea and Sampo (owned by Danske Bank) control around 90 per cent of the market. Swedbank had a market share of 54 per cent of

deposits from private customers and 46 per cent of lending. In the Estonian corporate market, the bank's share was 30 per cent for lending and 37 per cent for deposits. Latvia has a more fragmented market where local banks account for 30 to 70 per cent of the various segments. In 2013 Swedbank accounted for 29 per cent of deposits and 29 per cent of lending to private customers. In the corporate market, the bank's share was 17 per cent for lending and 14 per cent for deposits.

Like Sweden, the banking market in Lithuania is dominated by a few major players. Among private customers, Swedbank accounted for 36 per cent of deposits and 27 per cent of lending. In the corporate market, the bank's share was 19 per cent of lending and 27 per cent of deposits.

Market shares, Sweden, %

0 10 20

09 10 11 12 13

30 Swedbank

Handelsbanken Övriga Nordea SEB SBAB Sparbankerna

Other

Private market, deposits Private market, lending Private market, mortgage lending

09 10 11 12 13

Market shares, Baltic countries, %

09 10 11 12 13

100 Övriga
Other
80 Swedbank
60
40
20
0
09 10 11 12 13

* For 2013 market shares refer to 30 June for Latvia and 30 September for Latvia mortgage lending.

Estonia, deposits Estonia, lending Estonia, mortgage lending

Lithuania, deposits Lithuania, lending Lithuania, mortgage lending

Sources: Statistics Sweden, Estonian Central Bank, Association of Commercial Banks of Latvia, Financial and Capital Market Commission (Latvia), Association of Lithuanian Banksand public quarterly reports.

Five-year summary

Key ratios 2013 2012 2011 2010 2009
Profit
Return on equity, % 12.5 14.6 12.2 8.1 –12.5
Return on equity continuing operations, % 14.7 15.6
Return on total assets, % 0.68 0.76 0.65 0.40 –0.58
Cost/income ratio 0.45 0.46 0.54 0.57 0.51
Net interest margin, % 1.17 1.12 1.07 0.92 1.17
Capital adequacy 1)
Common Equity Tier 1 capital ratio, Basel 3, % 18.3 15.4 14.3
Tier 1 capital ratio, Basel 3, % 19.6 16.8 15.8
Capital adequacy ratio, Basel 3, % 20.7 18.5 18.1
Common Equity Tier 1 capital ratio, Basel 2, % 18.7 16.7 15.7 13.9 12.0
Tier 1 capital ratio, Basel 2, % 19.6 18.1 17.2 15.2 13.5
Capital adequacy ratio, Basel 2, % 20.1 19.0 18.9 18.4 17.5
Common Equity Tier 1 capital ratio, transition rules, % 10.8 10.1 10.2 10.1 9.2
Tier 1 capital ratio, transition rules, % 11.3 10.9 11.2 11.0 10.4
Capital adequacy ratio, transition rules, % 11.6 11.4 12.3 13.3 13.5
Common Equity Tier 1 capital, Basel 3 80 826 75 242 73 595
Tier 1 capital, Basel 3 86 371 81 661 81 286
Capital base, Basel 3 91 026 89 917 93 473
Common Equity Tier 1 capital, Basel 2 84 606 77 545 77 302 75 470 72 471
Tier 1 capital, Basel 2 88 615 83 815 84 855 82 385 81 689
Capital base, Basel 2 88 615 88 003 93 173 99 687 105 785
Risk-weighted assets, Basel 3 440 620 487 105 515 137
Risk-weighted assets, Basel 2 451 931 464 339 492 337 541 327 603 431
Risk-weighted assets 785 634 769 117 756 762 750 440 784 469
Credit quality
Credit impairment ratio, % 0.00 –0.01 –0.14 0.20 1.74
Share of impaired loans, gross, % 0.55 1.05 1.87 2.53 2.85
Provision ratio for individually identified impaired loans, % 38 51 52 53 52
Total provision ratio for impaired loans, % 54 62 62 63 65
Customer satisfaction
Percentage of satisfied customers, Sweden, % 2) 65 67 70
Index customers, Estonia 3) 74 74 73
Index customers, Latvia 3) 79 79 74
Index customers, Lithuania 3) 80 80 78
Other data 2013 2012 2011 2010 2009
Private customers, millions 4) 8.0 7.8 8.3 8.3 8.2
Corporate customers, thousands 5) 623 616 630 710 670
Internet banking customers, millions 6) 7.2 7.0 6.7 6.4 5.6
Telephone banking customers, millions 6) 4.2 4.1 4.1 3.9 3.8
Full-time employees 14 226 14 861 16 287 17 224 19 277
Branches 6) 731 753 852 924 1 020
ATMs 6) 1 396 2 051 2 482 2 633 2 421

1) Including total paid-in capital, 2008. Basel 3 figures are Swedbank's estimate based on current knowledge of future regulations. 2) According to SQI scale 1 to 100. 3) According to TRIM scale 1 to 100. 4) The number of private customers in the Baltic countries is reported according to a new defintion as of 2012. This has lowered the reported number of customers by about 1.4 million compared with what was previously reported for 2011. Historical figures have been restated. 5) In 2011, 60 000 corporate customers with sole proprietorships were reclassified as private customers based on the Swedish Tax Authority's revised definition of a company. 6) Including savings banks and partly owned banks.

Comments to five-year summary

2013 – Profit increased by 3 per cent from stronger net interest income due to repricing and lower funding costs, but also higher commission income and largely unchanged expenses. Swedish Banking was the biggest contributor to the higher profit. During the year Swedbank sold its Ukrainian subsidiary, which resulted in a cumulative negative translation difference of SEK 1 875m in profit. This and the remaining Russian operations are recognised as discontinued operations. The reclassification did not affect Swedbank's capital, capitalisation, cash flow or the Board's proposed dividend for 2013. During the year the phase-out of Ektornet continued.

2012 – Profit increased due to improved net interest income and a cost reduction of 8 per cent, with every unit of the bank contributing. Net interest income rose mainly as a result of the repricing of lending and lower funding costs. The credit impairments were mainly from Ukraine, while the Baltic countries reported recoveries. Swedbank's capital position was further strengthened and the Board of Directors amended the bank's dividend policy to 75 per cent of net profit.

Income statement

2011 – Credit quality continued to improve, and net recoveries of SEK 1.9bn were generated primarily by Baltic Banking. Net interest income was positively affected by higher interest rates. Lending began to grow again thanks to growth in Sweden, while volume continued to decrease in the Baltic countries, Russia and Ukraine. In 2011 Swedbank was now one of the most well capitalised banks in Europe, with a Common Equity Tier 1 capital ratio of 15.7 per cent according to Basel 2.

2010 – The profit improvement was due mainly to significantly lower credit impairments in the Baltic countries, Russia and Ukraine. The decrease in net interest income was the result of lower lending volumes, extended funding maturities, increased expenses for liquidity reserves and generally lower interest rates. Swedbank left the state to guarantee programme during the year. Exposures and expenses in the Baltic countries, Ukraine and Russia continued to decline.

2009 – One of Swedbank's toughest years ever, affected by a severe economic crisis. The loss was due mainly to credit impairments, which increased to SEK 24.6bn, of which SEK 14.9bn in Baltic Banking and SEK 6.5bn in Ukraine. A share issue of SEK 15.1bn was completed during the year.

SEKm 2013 2012 2011 2010 2009
Net interest income 22 029 20 361 19 014 16 228 20 765
Net commissions 10 132 9 614 9 597 10 116 7 825
Net gains and losses on financial items at fair value 1 484 3 073 1 584 2 400 2 770
Net insurance 647 595 506 612 647
Share of profit or loss of associates 852 798 767 624 866
Other income 1 794 1 827 2 577 1 554 1 909
Total income 36 938 36 268 34 045 31 534 34 782
Staff costs 9 651 9 238 9 917 9 392 9 201
Other expenses 6 258 6 470 7 471 7 790 7 758
Depreciation/amortisation of tangible and intangible fixed assets 739 852 1 011 950 889
Total expenses 16 648 16 560 18 399 18 132 17 848
Profit before impairments 20 290 19 708 15 646 13 402 16 934
Impairments of intangible fixed assets 182 20 1 960 37 1 305
Impairments of tangible fixed assets 693 407 174 600 449
Credit impairments 60 –185 –1 911 2 810 24 641
Operating profit 19 355 19 466 15 423 9 955 –9 461
Tax expense 4 099 4 157 3 669 2 472 981
Profit from continuing operations 15 256 15 309 11 754
Profit for the period from discontinued operations, after tax –2 340 –997 4
Profit for the year 12 916 14 312 11 758 7 483 –10 442
Profit for the year attributable to:
Shareholders in Swedbank AB 12 901 14 304 11 744 7 444 –10 511
Non-controlling interests 15 8 14 39 69
Balance sheet
SEKm 2013 2012 2011 2010 2009
Loans to credit institutions 82 278 85 480 97 195 166 417 92 131
Loans to the public 1 264 910 1 238 864 1 211 454 1 187 226 1 290 667
Interest-bearing securities
Treasury bills and other bills eligible for refinancing with central banks 56 814 20 483 25 853 34 924 88 724
Bonds and other interest-bearing securities 125 585 115 324 112 458 96 652 81 891
Shares and participating interests
Financial assets for which customers bear the investment risk 119 448 104 194 95 747 100 628 78 194
Shares and participating interests 7 109 8 106 2 015 6 181 9 505
Shares and participating interests in associates 3 640 3 552 3 111 2 710 2 740
Derivatives 64 352 102 265 103 726 65 051 72 969
Others 96 671 168 592 205 506 55 892 77 866
Total assets 1 820 807 1 846 860 1 857 065 1 715 681 1 794 687
Amounts owed to credit institutions 121 621 122 202 139 598 136 766 231 687
Deposits and borrowings from the public 620 853 579 663 561 696 534 237 504 424
Debt securities in issue 727 706 767 454 781 458 686 517 703 258
Financial liabilities for which customers bear the investment risk 120 577 105 104 96 449 100 988 80 132
Derivatives 55 011 92 141 90 484 65 935 72 172
Other 55 175 62 803 69 716 69 016 75 057
Subordinated liabilities
10 159 14 307 19 531 27 187 37 983
Equity
Total liabilities and equity
109 705
1 820 807
103 186
1 846 860
98 133
1 857 065
95 035
1 715 681
89 974
1 794 687

181

Three-year summary Swedish Banking

SEKm 2013 2012 2011
Income statement
Net interest income 13 620 13 491 12 172
Net commissions 6 364 6 155 6 263
Net gains and losses on financial items at fair value 126 161 164
Share of profit or loss of associates 849 788 768
Other income 757 771 648
Total income 21 716 21 366 20 015
Staff costs 3 499 3 399 3 591
Variable staff costs 230 139 96
Other expenses 5 865 6 129 6 202
Depreciation/amortisation 132 124 131
Total expenses 9 726 9 791 10 020
Profit before impairments 11 990 11 575 9 995
Impairment of intangible assets
Impairment of tangible assets
Credit impairments 338 286 351
Operating profit 11 652 11 289 9 644
Tax expense 2 516 2 694 2 368
Profit for the year attributable to:
Shareholders of Swedbank AB 9 122 8 585 7 262
Non-controlling interests 14 10 14
Balance sheet, SEKbn
Cash and balances with central banks 1 1
Loans to credit institutions 41 33 32
Loans to the public 937 912 888
Bonds and other interest-bearing securities
Financial assets for which customers bear inv. risk 117 102 94
Derivatives
Other assets 12 14 14
Total assets 1 107 1 062 1 029
Amounts owed to credit institutions 83 73 75
Deposits and borrowings from the public 385 377 365
Debt securities in issue
Financial liabilities for which customers bear inv. risk 119 103 94
Derivatives
Other liabilities 487 478 460
Subordinated liabilities 10
Total liabilities 1 074 1 031 1 004
Allocated equity 33 31 25
Total liabilities and equity 1 107 1 062 1 029
Income items
Income from external customers 21 520 21 154 19 803
Income from transactions with other business areas 196 212 212
Key ratios
Return on allocated equity, % 27.9 27.1 30.4
Loans/deposits 244 242 243
Credit impairment ratio, % 0.04 0.03 0.04
Cost/income ratio 0.45 0.46 0.50
Risk-weighted assets 202 202 213
Full-time employees 5 004 4 922 5 160

Three-year summary Large Corporates & Institutions

SEKm 2013 2012 2011
Income statement
Net interest income 3 387 3 041 3 667
Net commissions 1 968 1 833 1 562
Net gains and losses on financial items at fair value 1 960 2 253 717
Share of profit or loss of associates 6 –2
Other income 167 51 751
Total income 7 482 7 184 6 695
Staff costs 1 150 1 125 1 421
Variable staff costs 409 365 152
Other expenses 1 588 1 459 1 509
Depreciation/amortisation 58 47 49
Total expenses 3 205 2 996 3 131
Profit before impairments 4 277 4 188 3 564
Impairment of intangible assets 56 4 17
Impairment of tangible assets
Credit impairments 180 194 –205
Operating profit 4 041 3 990 3 752
Tax expense 1 044 1 010 1 189
Profit for the year attributable to:
Shareholders of Swedbank AB
2 997 2 980 2 563
Non-controlling interests
Balance sheet, SEKbn
Cash and balances with central banks 3 7 6
Loans to credit institutions 371 262 297
Loans to the public 204 200 189
Bonds and other interest-bearing securities 55 57 63
Financial assets for which customers bear inv. risk
Derivatives 85 125 117
Other assets 19 16 13
Total assets 737 667 685
Amounts owed to credit institutions 198 206 231
Deposits and borrowings from the public 111 94 79
Debt securities in issue 16 16 17
Financial liabilities for which customers bear inv. risk
Derivatives 80 120 115
Other liabilities 317 212 223
Subordinated liabilities 6
Total liabilities 722 648 671
Allocated equity 15 19 14
Total liabilities and equity 737 667 685
Income items
Income from external customers 7 478 7 177 6 688
Income from transactions with other business areas 4 7 7
Key ratios
Return on allocated equity, % 17.3 15.5 16.0
Loans/deposits 173 209 225
Credit impairment ratio, % 0.08 0.08 –0.06
Cost/income ratio 0.43 0.42 0.47
Risk-weighted assets 137 134 136
Full-time employees 1 070 1 043 1 094

Three-year summary Baltic Banking

SEKm 2013 2012 2011
Income statement
Net interest income 3 156 3 291 3 904
Net commissions 1 733 1 522 1 513
Net gains and losses on financial items at fair value 316 295 277
Share of profit or loss of associates
Other income 418 384 503
Total income 5 623 5 492 6 197
Staff costs 746 743 819
Variable staff costs 63 63 34
Other expenses 1 495 1 482 1 689
Depreciation/amortisation 140 124 146
Total expenses 2 444 2 412 2 688
Profit before impairments 3 179 3 080 3 509
Impairment of intangible assets 1 1 913
Impairment of tangible assets 23 15 34
Credit impairments –437 –685 –1 002
Operating profit 3 592 3 750 2 564
Tax expense 396 387 448
Profit for the year attributable to:
Shareholders of Swedbank AB 3 196 3 363 2 116
Non-controlling interests
Balance sheet, SEKbn
Cash and balances with central banks 2 3 3
Loans to credit institutions
Loans to the public 119 115 119
Bonds and other interest-bearing securities 1 2 2
Financial assets for which customers bear inv. risk 2 2 2
Derivatives
Other assets 20 13 12
Total assets 145 135 138
Amounts owed to credit institutions
Deposits and borrowings from the public 120 107 98
Debt securities in issue 1 1 1
Financial liabilities for which customers bear inv. risk 2 2 2
Derivatives
Other liabilities 12
Subordinated liabilities 4
Total liabilities 123 110 117
Allocated equity 22 25 21
Total liabilities and equity 145 135 138
Income items
Income from external customers 5 619 5 490 6 193
Income from transactions with other business areas 4 2 4
Key ratios
Return on allocated equity, % 14.0 13.6 8.1
Loans/deposits 100 108 122
Credit impairment ratio, % –0.37 –0.57 –0.76
Cost/income ratio 0.43 0.44 0.43
Risk-weighted assets 87 95 102
Full-time employees 3 753 4 155 4 289

Annual General Meeting

The Annual General Meeting will be held at Dansens Hus, Barnhusgatan 14, Stockholm on Wednesday 19 March 2014.

Notification of attendance

Shareholders who wish to attend the Annual General Meeting must:

  • be recorded in the share register maintained by Euroclear Sweden AB (Euroclear) on 13 March 2014.
  • notify the company of their intention to participate and the number of persons who will accompany them (max. 2) well before and preferably not later than 13 March 2014.

Notification may be submitted in writing to Swedbank's head office, Box 7839, SE-103 98 Stockholm, Sweden marking the envelope "Swedbank's Annual General Meeting" Sweden or by telephone +46 8 402 90 60, or online at www.swedbank.se/ir under Årsstämma (Annual General Meeting). When notifying the company, please indicate your name, personal/company registration number (for Swedish citizens or companies), address and telephone number. Participation by proxy is permitted, provided the proxy is no more than one year old and is submitted to Swedbank well in advance of the meeting, preferably not later than 13 March 2014. If issued by a legal entity, the proxy must be accompanied by a certified registration certificate or other document attesting to the authority of the signatory.

Nominee-registered shares

To be entitled to attend the meeting, shareholders whose shares are nominee-registered must request to have them temporarily re-registered in their own names in the shareholders' register maintained by Euroclear. The re-registration process must be completed by the nominee well in advance of the record day 13 March 2014.

Notice and agenda

A list of the items on the agenda for the Annual General Meeting is included in the notice of the meeting. The notice was published on 17 February 2014 at http://www.swedbank.com/ir under the heading Annual General Meeting and in Post och Inrikes Tidningar (The Official Swedish Gazette). An announcement of notice publication was also published in Dagens Nyheter and elsewhere.

Dividend

The Board of Directors recommends that shareholders receive a dividend of SEK 10.10 per ordinary share. The proposed record day for the dividend is 24 March 2014. The last day for trading in Swedbank's shares including the right to the dividend is 19 March 2014. If the Annual General Meeting adopts the Board of Directors' recommendation, the dividend is expected to be paid by Euroclear on 27 March 2014.

Definitions

Capital adequacy ratio

The capital base in relation to risk weighted assets.

Capital base

The sum of Tier 1 (primary) and Tier 2 (supplementary) capital less items as per the Act on Capital Adequacy and Large Exposures, chapter 3 sections 5–8.

Capital quotient

The capital base in relation to the capital requirement.

Cash flow per share

Cash flow for the year in relation to the weighted average number of shares outstanding during the year.

Common Equity Tier 1 capital

Tier 1 capital excluding hybrid capital.

Common Equity Tier 1 capital ratio

Common EquityTier 1 capital in relation to the risk weighted assets.

Cost/income ratio

Expenses in relation to income.

Credit impairments

Established losses and provisions for the year less recoveries related to loans as well as the year's net expenses for guarantees and other contingent liabilities.

Credit impairment ratio

Credit impairments on loans and other credit risk provisions, net, in relation to the opening balance of loans to credit institutions and loans to the public.

Duration

The average weighted maturity of payment flows calculated at present value and expressed in number of years.

Earnings per share after dilution

Profit for the year allocated to shareholders in relation to the weighted average number of shares outstanding during the year, rights issue adjustment factor included, adjusted for the dilution effect of potential shares.

Earnings per share before dilution

Profit for the year allocated to shareholders in relation to the weighted average number of shares outstanding during the year, rights issue adjustment factor included.

Equity per share

Shareholders' equity in relation to the number of shares outstanding.

Impaired loans

Loans where there is, on individual level, objective evidence of a loss event, and where this loss event has an impact on the cash flow of the exposure. Impaired loans, gross, less specific provisions for loans assessed individually constitute impaired loans, net.

Interest fixing period

Contracted period during which interest on an asset or liability is fixed.

Net interest margin

Net interest income in relation to average total assets.

Loan/deposit ratio

Lending to the public excluding Swedish National Debt Office and repurchase agreements in relation to deposits from the public excluding Swedish National Debt Office and repurchase agreements.

Net asset value per share

Shareholders' equity according to the balance sheet and the equity portion of the difference between the book value and fair value of the assets and liabilities divided by the number of shares outstanding at year-end.

Number of employees

The number of employees at year-end, excluding longterm absences, in relation to the number of hours worked expressed in terms of full-time positions.

P/E ratio

Market capitalisation at year-end in relation to Profit for the financial year allocated to shareholders.

Price/equity

The share price at year-end in relation to the equity per share at year-end.

Provision ratio for individually identified impaired loans Provisions for impaired loans assessed individually in relation to impaired loans, gross.

Restructured loan

A loan where the terms have been modified to more favourable for the borrower, due to the borrower's financial difficulties.

Return on equity

Profit for the financial year allocated to shareholders in relation to average shareholders' equity.

Return on total assets

Profit for the financial year in relation to average total assets.

Risk weighted assets

Capital requirement for credit risk, market risk and operational risk according to the capital adequacy rules multiplied by 12.5.

Share of impaired loans, gross

Carrying amount of impaired loans, gross, in relation to the carrying amount of loans to credit institutions and the public excluding provisions.

Share of impaired loans, net

Carrying amount of impaired loans, net, in relation to the carrying amount of loans to credit institutions and the public.

Tier 1 capital

Shareholders' equity less proposed dividend, deduction for intangible assets, deferred tax assets and certain other adjustments. Hybrid capital (equity contribution and reserves) may be included in the capital base as Tier 1 capital as per the Act on Capital Adequacy and Large Exposures, chapter 3 section 4.

Tier 1 capital ratio

Tier 1 capital in relation to the risk weighted assets.

Tier 2 capital

Fixed-term subordinated liabilities, less a certain reduction if their remaining maturity is less than five years, undated subordinated liabilities and capital contributions and reserves as per the Act on Capital Adequacy and Large Exposures chapter 3, section 4.

Total provision ratio for impaired loans

All provisions for loans in relation to impaired loans, gross.

VaR

Value at Risk (VaR) is a statistical measure used to quantify market risk. VaR is defined as the expected maximum loss in value of a portfolio with a given probability over a certain time horizon.

Yield

Dividend per share in relation to the share price at year-end.

Addresses

HEAD OFFICE

Swedbank AB Corp. identity no. 502017–7753 Registered office: Stockholm Visiting address: Brunkebergstorg 8 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 900 00 Card blocking: +46 8 411 10 11 Telephone bank: +46 771-22 11 22 Swift: SWEDSESS E-mail: [email protected]

CHINA

www.swedbank.se

Swedbank Shanghai Branch Citigroup Tower 601 No. 33 Huayuanshiqiao Road 200122 Shanghai Telephone: +86 21 386 126 00 Fax: +86 21 386 127 11 Swift: SWEDCNSH

DENMARK

www.swedbank.cn

Swedbank

Kalvebod Brygge 45 DK-1560 Copenhagen V Telephone: +45 88 97 9000 Fax: +45 88 97 9025 Swift: SWEDDKKK E-mail: [email protected] www.swedbank.dk

ESTONIA

Swedbank AS Liivalaia 8

EE-150 40 Tallinn Telephone: +372 6310 310 Fax: +372 6310 410 Swift: HABAEE2X E-mail: [email protected] www.swedbank.ee

FINLAND

Swedbank

Visiting address: Mannerheimintie 14 B Mailing address: P.O. Box 1107 FIN-00101 Helsinki Telephone: +358 20 74 69 100 Fax: +358 20 74 69 101 Swift: SWEDFIHH E-mail: [email protected] www.swedbank.fi

LATVIA

AS Swedbank Balasta dambis 1A LV-1048 Riga Telephone: +371 67 444 444 Fax: +371 67 444 344 Swift: HABALV22 E-mail: [email protected] www.swedbank.lv

LITHUANIA

Swedbank AB Konstitucijos ave. 20A LT-03502 Vilnius Telephone: +370 5 268 4444 Fax: +370 5 258 2700 Swift: HABALT22 E-mail: [email protected] www.swedbank.lt

LUXEMBOURG

Swedbank Asset Management S.A. Visiting address: 65 Boulevard G D Charlotte L-1331 Luxembourg Mailing address: P.O. Box 1305 L-1013 Luxembourg Telephone: +352 404 94 01 Fax: +352 40 49 04 Swift: BNELLULL E-mail: [email protected] www.swedbank.lu

NORWAY

Swedbank Visiting address: Filipstad Brygge 1, Aker Brygge Mailing address: P.O. Box 1441 Vika N-0115 Oslo Telephone: +47 23 11 62 00 Fax: +47 23 11 62 01 Swift: SWEDNOKK E-mail: [email protected] www.swedbank.no

RUSSIA

OAO Swedbank

5 Lesnaya 125047 Moscow Telephone: +7 495 777 63 63 Fax: +7 495 777 63 64 E-mail: [email protected] www.swedbank.ru

SWEDEN

Large Corporates & Institutions Visiting address: Regeringsgatan 13 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 909 63 E-mail: [email protected] www.swedbank.se

Swedbank Fastighetsbyrå AB

Visiting address: Västra Järnvägsgatan 7 Mailing address: Box 644, SE-101 32 Stockholm Telephone: +46 8 545 455 00 E-mail: [email protected] www.fastighetsbyran.se

Svensk Fastighetsförmedling AB

Visiting address: Årstavägen 11 Mailing address: P.O. Box 47106 SE-100 74 Stockholm Telephone: +46 8 505 358 00 E-mail: [email protected] www.svenskfast.se

Swedbank Finans AB

Visiting address: Regeringsgatan 65, plan 3 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 922 00 www.swedbank.com

Swedbank Företagsförmedling AB

Visiting address: Wallingatan 33 Mailing address: Box 644 SE-101 32 Stockholm E-mail: [email protected] www.swedbankff.se

Swedbank Försäkring AB

Visiting address: Junohällsvägen 1 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 900 00

Swedbank Juristbyrå AB

Visiting address: Västra Järnvägsgatan 7 Mailing address: Box 644 SE-101 32 Stockholm Telephone: +46 8 545 455 00 e-post: [email protected] www.juristbyran.com

Swedbank Mortgage AB

Visiting address: Brunkebergstorg 8 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 900 00 www.swedbank.com/IR

Swedbank Robur AB

Visiting address: Malmskillnadsgatan 32 Mailing address: SE-105 34 Stockholm Telephone: +46 8 585 924 00 E-mail: [email protected] www.swedbankrobur.se

USA

Swedbank New York Branch

One Penn Plaza, 15th floor New York, NY 10119 Telephone: +1 212 486 8400 Fax: +1 212 486 3220 Swift: SWEDUS33 www.swedbank.us

Swedbank First Securities LLC

One Penn Plaza, 15th floor New York, NY 10119 Telephone: +1 212 906 0800 Fax: +1 212 759 9205 www.swedbankfs.com

Production: Intellecta Corporate • Photography: Jenny Hallengren (page 3), Mats Holm (page 11) Jenny Lagerqvist – Miso Creative (page 17, 55, Board & Management), Artūras Morozovas (page 24) och Claes Warrén (page 28) • Printing: Ineko AB, Stockholm

CONTACTS Anna Sundblad Press officer Telephone: +46 8 585 921 07 E-mail: [email protected] Gregori Karamouzis Head of Investor Relations Telephone: +46 8 5859 3031 E-mail: [email protected]

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