Skip to main content

AI assistant

Sign in to chat with this filing

The assistant answers questions, extracts KPIs, and summarises risk factors directly from the filing text.

SEB Interim / Quarterly Report 2008

Feb 5, 2009

2966_10-k_2009-02-05_e9ea78af-b46a-4fbd-a249-4e970678c0bc.pdf

Interim / Quarterly Report

Open in viewer

Opens in your device viewer

Annual Accounts 2008

STOCKHOLM 5 FEBRUARY 2009

2008 – operating profit SEK 12.5bn (17.0)

  • Operating profit for 2008 amounted to SEK 12,471m (17,018), a decrease of 27 per cent compared with 2007. Net profit was SEK 10,050m (13,642).
  • Operating income increased by 2 per cent. Net interest income rose by 17 per cent. Net fee and commission income decreased by 11 per cent.
  • Operating expenses rose by 10 per cent. On a comparable basis the increase was 2 per cent.
  • Loans to the public grew by SEK 229bn, 21 per cent, and deposits from the public by 90bn, 12 per cent.
  • Provisions for credit losses were SEK 3,268m (1,016) and the credit loss level 0.30 per cent (0.11).
  • Return on equity was 13.1 per cent (19.3) and earnings per share SEK 14.66 (19.97).
  • In conjunction with other capital measures, the Board of Directors proposes no dividend (2007: 6.50).
  • The Board has decided on a long-term Tier I capital ratio target of 10 per cent.

The fourth quarter – operating profit SEK 4.0bn (4.6)

  • Operating profit amounted to SEK 4,028m (4,581), up by 59 per cent compared to the previous quarter and 12 per cent lower than the last quarter of 2007. Net profit was SEK 3,507m.
  • Operating income was up by 38 per cent from the previous quarter and by 27 per cent from the last quarter of 2007. Net interest income grew by more than 20 per cent.
  • Operating expenses increased by 17 per cent compared with both the previous quarter and the last quarter of 2007. On a comparable basis and including currency effects, costs were unchanged.

"In a year of unprecedented turbulence we have continued to generate income growth, reflecting a solid customer business. With the proposed capital measures to further strengthen our capital base, SEB is well equipped to meet the challenging macro-economic conditions."

Annika Falkengren

President's comment

The past year was a year of unprecedented financial turbulence on a global scale, exacerbated by the downward spiral of faltering confidence that followed on the Lehman Brothers' default in September. In this extremely difficult environment, SEB maintained income growth and reached an operating result of SEK 12.5bn.

The rapid development of events and increased uncertainty has created substantial challenges for the organisation. I am proud of the commitment of SEB's staff and the way in which we have interacted with our customers during a trying period.

A new financial landscape

A year ago there were still expectations that the world economy would be more resilient to a downturn, triggered by the U.S. sub-prime default. However, during 2008 the interdependencies of the financial system, and towards the real economy, became evident. Hopes of a decoupling scenario were put down.

The functioning of global credit markets has been severely impaired, the supply of credit has been reduced, funding costs have increased and asset prices have fallen significantly. These factors have put significant strain on the banking sector. Several major international banks have been rescued, in some cases through government interventions, resulting in a crisis of confidence among market participants and customers.

Despite massive efforts from central banks and governments to remedy the effects, the global economic outlook has turned into a prolonged recessionary mode. We are entering uncharted territories, where the divergence of opinion among experts on where the world economy is heading is unusually broad.

Northern Europe, SEB's core market, has also been affected. GDP-growth in the Nordic countries has come to a halt. In the Baltic countries, the macro-economic outlook markedly worsened towards the end of the year. Latvia was granted support of EUR 7.5bn in an IMF led bail-out. Our view is that there will be a protracted period of declining GDP in Estonia and Latvia, but also in Lithuania over the next few years. The austerity measures taken by the governments are necessary to address the imbalances.

Strong customer relations generated income growth

SEB's franchise is built on long-term customer relationships and product excellence. All through the turbulent year SEB's underlying business has been robust. In the fourth quarter, as the paralysis following the Lehman Brothers default eased somewhat, business activity was high overall. This was evident particularly within Merchant Banking, for example in areas such as foreign exchange, custody and cash management.

Within Retail Banking, income held up well, especially in Sweden. However, due to the sharply deteriorated

economic outlook, we have continued to increase provisions for credit losses in the Baltic countries. We also continue to proactively address asset quality through joint local and Group work-out teams.

In the long-term savings area business was affected by lower equity values, but activity remained high with net inflows into Wealth Management and higher premium income in the Life division compared to last year.

Capital measures to further enhance necessary buffers

SEB entered this downturn as a more integrated bank with a diversified business mix. Maintaining a robust capital adequacy well in excess of minimum levels has been a principal priority for SEB. Thus, more than SEK 27bn has been accumulated since 2005, excluding the proposed capital measures.

In the new financial landscape, it will be even more important for a financial partner to be strong. The market standard for what is considered an adequate capitalisation has been reset, not least in order to cater for the more subdued economic environment.

As a consequence, the long-term Tier 1 capital ratio target has been set at 10 per cent. With the proposed capital measures of SEK 19.5bn, increasing our Tier I capital from SEK 77bn to SEK 97bn, SEB expects to achieve a capital position of 12.1 per cent, which will be among the top of our Nordic peers. I am confident that this will give us the necessary buffer to cope with this severe downturn.

A robust platform and business model

Ahead of us lies a challenging economic environment, affecting the financial stability of both corporate customers and households. In this climate it is inevitable that also SEB will experience higher credit losses. We are prepared for more uncertain times.

SEB's strategy to reach leadership in terms of customer satisfaction and financial performance long-term remains. For the next few years it will imply increased efforts to enhance efficiency and to strengthen relationships even more with our existing customer base.

Fourth quarter isolated

SEB's operating profit for the fourth quarter was SEK 4,028m $(4,581)$ . In comparison with the previous quarter, operating profit improved by 59 per cent due to increased volumes and high activity levels. Net profit amounted to SEK 3,507m $(3,757)$ .

Income

Total operating income amounted to SEK 12,714m (10,035), up by 27 per cent from the last quarter of 2007 and 38 per cent higher than for the previous quarter. A weaker SEK affected income positively by SEK 420m.

Net interest income increased by 26 per cent compared with the corresponding quarter of 2007. This was an effect of a positive development of lending and deposit volumes in combination with higher net interest income on the bond investment portfolio due to the market turbulence. The net margin effect from loans and deposits in relation both to last year and to the previous quarter was limited.

Net fee and commission income decreased by 8 per cent compared with the fourth quarter of last year, due to lower securities commissions and revenues from IPO's and M&A. Compared with the previous quarter, commission income was up by 1 per cent.

Net financial income rose to SEK 1,723m (420), largely due to high volumes and a strong customer demand for SEB's foreign exchange business. Valuation losses from the fixed-income investment portfolio were SEK 187m (990).

Net life insurance income decreased to SEK 516m (766), as unit-linked values decreased, and SEK 218m were provided for potential future guarantees related to Nya Liv. In comparison with the previous quarter, insurance income increased by 2 per cent

Net other income at SEK 1,172m (345) included a capital gain of SEK 780m from the sales of NSCD (VPC).

Expenses

Total operating expenses amounted to SEK 6,965m (5,928). This was an increase of 17 per cent both compared with the corresponding period in 2007 and the previous quarter. On a comparable basis operating expenses were up by 2 per cent, i.e. excluding net effects from increased redundancy costs (SEK 686m, of which SEK 600m for the net reduction of 500 full time equivalents in 2009), pension provisions (SEK 110m), the net increased effects from acquisitions (SEK 74m) and investments in One IT Roadmap (SEK 16m). Negative effects due to the weaker Swedish krona added SEK 230m compared with the previous quarter. The provision for short-term incentive remuneration was up by 8 per cent from the previous quarter, but down 37 per cent compared with the last quarter of 2007.

Credit losses

Net credit losses increased to SEK 1,723m (313). Provisions for credit losses in the Baltic countries increased to SEK 898m (239) as the Bank continued to build reserves to meet the sharp economic downturn in Lithuania during the quarter and the continuous difficult economic environment in Latvia.

Provisions in Merchant Banking amounted to SEK 593m (69), of which 62 per cent represented collective provisioning. Provisions in the Card business were SEK 144m (49).

The full year 2008

SEB's operating profit for 2008 amounted to SEK 12,471m (17,018), a decrease of 27 per cent compared with 2007. Net profit decreased by 26 per cent, to SEK 10,050m (13,642).

Income

Total operating income increased to SEK 41,140m (40,440). A weaker SEK affected income positively by SEK 509m.

Net interest income improved by 17 per cent, to SEK 18,710m (15,998). Higher volumes contributed SEK 1,699m, or 60 per cent, of the increase; average deposit volumes grew by 9 per cent and average lending volumes to the public by 11 per cent compared with 2007. The net effect of lending and deposit margins was an increase of net interest income by SEK 217m. Falling interest rates during the last quarter of the year impacted deposit margins negatively, while lending margins increased. Customer-driven net interest income grew by 13 per cent compared with 2007. The lower short-term rates at the end of the year, higher resets of coupons on the bond investment portfolio and higher net interest on equity contributed positively to net interest income, by SEK 796m.

Net fee and commission income decreased by 11 per cent, to SEK 15,254m (17,051), mostly due to declining income from advisory services and securities transactions both within the retail and institutional business. Paymentrelated income increased. Performance fees related to the asset management business increased to SEK 655m (555).

Net financial income decreased to SEK 2,970m (3,239), due to lower income from capital market-related debt instruments, including a SEK 540m loss in connection with the bankruptcy of Lehman Brothers. Valuation losses on the fixed-income investment portfolio amounted to SEK 1.069m (1.769). Net financial income from SEB's foreign exchange business grew by 43 per cent, to SEK 3,086m, due to high customer activity.

Net life insurance income decreased by 19 per cent, to SEK 2,375m (2,933). Positive sales growth could not compensate for decreased unit-linked values and provisions for guarantees for Nya Liv. The provision is mainly market value-related and recoverable, if future investment returns are adequate to meet guaranteed bonus levels over time. A complete description of Life's operations, including changes in surplus values, is found in "Additional information" on www.sebgroup.com.

Net other income rose to SEK 1,831m (1,219) due to capital gain of SEK 780m from the sale of NSCD (VPC), bringing the total 'one off' capital gain to SEK 839m (110) including the sale of PKK.

Expenses

Total operating expenses amounted to SEK 25,407m (23,194). On a comparable basis operating expenses were up by 2 per cent, i.e. excluding the net increased effects from redundancy costs (SEK 769m), pension provisions (SEK 374m), investments in One IT Roadmap (SEK 318m), and acquisitions (SEK 246m). If also the SEK 293m negative effect from the weaker Swedish krona is considered, operating expenses were flat compared with 2007. The cost-efficiency gains during 2008 amounted to SEK 483m, resulting in an accumulated gain of SEK 1,029m from the start of the cost-management programme in 2007.

Staff costs rose by 9 per cent, to SEK 16,241m (14,921). This was mainly due to salary adjustments, increased number of employees and higher pension costs, arising from falling return on plan assets and changed actuarial assumptions regarding longevity. Redundancy costs during the year amounted to SEK 1,050m (281), of which SEK 600m for the net reduction of 500 FTE's in 2009. The costs of SEK 71m for the long-term incentive programmes in 2007 turned into a gain of SEK 67m for 2008. Short-term incentive remuneration (including social benefit charges) was reduced by 30 per cent, to SEK 2,235m (3,172). The average number of full time equivalents increased by 1,785 to $21,291$ (19,506), of whom more than 1,000 following acquisitions consolidated during 2008.

Other expenses increased by 10 per cent, to SEK 7,642m $(6.919)$ , mostly due to higher IT costs including investments in One IT Roadmap and efficiency projects as well as costs for premises, following the divestment of SEB's office premises the Baltic countries at the end of 2007.

Credit losses

The Group's net credit losses, including changes in the value of assets taken over – in reality to a high degree provisions rather than losses - amounted to SEK 3,268m (1,016). The credit loss level rose to 0.30 per cent (0.11)

Provisions for credit losses in the Baltic countries increased to SEK 1,775m (354) as SEB continued to buildup collective reserves in Estonia, Latvia and Lithuania. The net credit loss level in the Baltic countries was 1.28 per cent $(0.43)$ .

Provisions in Merchant Banking were SEK 904m (326), including the provision for Lehman Brothers' bankruptcy filing of SEK 137m. Provisions in the Card business increased to SEK 401m (134).

Impaired loans increased during the year and at yearend they amounted to SEK 13,911m (8,391), corresponding to a level of impaired loans of net 0.35 per cent and gross 0.84 per cent. The total reserve ratio was 66 per cent (76). The level of impaired loans in the Baltic countries was net 1.33 per cent and gross 3.05 per cent.

Tax costs

Total tax amounted to SEK 2,421 (3,376). The relatively low total tax rate of 19.4 per cent was due to tax free capital gains and one-time effects following the reduced Swedish

corporate tax rate to 26.3 per cent from 28.0 per cent.

As a consequence, the Group's effective tax rate starting 2009 will be 0.8 percentage units lower. With respect to the mix of geographic profit contribution and capital gains, the expected tax rate for 2009 is 25 per cent.

Business volumes

The Group's balance sheet as per 31 December 2008 was SEK 2,511bn (2,344). Net of currency effects of SEK 209bn, the balance sheet decreased, to SEK 2,302bn. Lending to and deposits from the public increased by 21 and 12 per cent, respectively.

SEB's total credit exposure increased to SEK 1,934bn (1,552). Credit volumes continued to grow in the corporate sectors in the Nordic countries and in Germany, as did Swedish household lending. Annual credit growth, measured in local currencies, was -2, +5 and +7 per cent in Estonia, Latvia and Lithuania, respectively. These growth rates decreased during the year, especially in Lithuania.

As of 31 December 2008, assets under management amounted to SEK 1,201bn (1,370). Net inflow during the year was SEK 34bn (47), while the change in value was SEK -220bn (-177). (The acquisition of Key Asset Management contributed SEK 17bn.) SEB remained the market leader within net sales of mutual funds in Sweden, with SEK 6.5bn of net inflows during the year. Assets under custody amounted to SEK 3,891bn (5,314).

Fixed-income securities portfolios

As per 31 December, SEB held total net positions in fixedincome securities of SEK 355bn (331) for investment, treasury and client trading purposes. Holdings consist mainly of covered bonds, bonds issued by financial institutions and asset-backed securities.

The SEK 133bn investment portfolio of Merchant Banking remained negatively affected by the dislocations in the credit markets.

Following the reclassification of SEK 99bn of fixedincome securities to loans and receivables from 1 July 2008, the valuation losses in 2008 amounted to SEK 3,976m (2,467), of which SEK 1,069m (1,769) over income and SEK 2,907m (698) over equity. SEK 2,530m (1,682) of the markto-market loss referred to holdings in asset-backed securities and SEK 1,446m (785) to other financial instruments, mainly bonds issued by financial institutions. If the Group had not reclassified financial assets during the year, fair value losses amounting to SEK 1,623m and SEK 5,252m would have been recognised in profit and loss and in the revaluation reserve in equity, respectively.

Based on SEB's long-term investment view, risk management has been focused on limiting further income volatility. Thus, and including the reclassification within the portfolio, the Held-for-Trading holdings decreased to SEK 8bn (72) and the Available-for-Sale holdings to SEK 24bn (60), while securities classified as Loans and Receivables increased to SEK 101bn (0).

Under prevailing credit market conditions and government interventions, SEB views a default on the holdings in the investment portfolio as unlikely.

The holdings of asset-backed securities in the investment portfolio amounted to SEK 68bn (71); 93.0 per cent of these securities are AAA-rated and 1.7 per cent have a sub-investment grade rating. There are no impaired assets in the portfolio and no 'level 3' assets. The average economic duration of the holdings is approximately three and a half vears. 67 per cent of the asset-backed exposures are related to the European markets, 35 per cent to the U.S. market while other markets make up 2 per cent.

The holdings of covered bonds and bonds issued by financial institutions in the investment portfolio amounted to SEK 65bn (60). 70 per cent of the holdings involve European institutions, 26 per cent U.S. institutions and 4 per cent Australian institutions.

Market risk

During 2008, the Group's Value at Risk in the trading operations averaged SEK 151m (92). This means that the Group, on average, with 99 per cent probability, should not expect to lose more than this amount during a ten-day period. The turbulence in the financial markets continued to cause high volatilities throughout the year. This explains the higher VaR level during 2008, even though underlying exposures were reduced.

Liquidity and funding

The funding markets, which were severely disrupted due to increased uncertainty among banks and investors in the third quarter, improved in the fourth quarter. With a deposit-to-loan ratio of 65 per cent and continued capacity to issue covered bonds, SEB has not restricted its lending. Furthermore, SEB has benefited from the close to SEK 160bn of funds with a maturity of more than one year raised during the year. SEB continued to maintain a large pool of eligible assets in excess of SEK 200bn.

At year-end 2008, the match-funding of net cash inflows and outflows was approximately 6-8 months, taking liquidity reserves into consideration.

Capital position

As per 31 December 2008, Basel II risk-weighted assets (RWA) amounted to SEK 818bn, which would represent a Tier I capital ratio of 10.1 per cent and a total capital ratio of 12.8 per cent without application of transition rules.

Adjusted for the supervisory transitional rules during the first Basel II years, SEB reports RWA of SEK 986bn $(842)$ , a Tier I capital ratio of 8.4 per cent $(8.6)$ and a total capital ratio of 10.6 per cent (11.0). The lowering in 2008 of Basel II implementation floors (from 95 to 90 per cent of previous requirements) is reflected in these ratios.

RWA calculated according to the previous (Basel I) regulation would give capital ratios of 7.3 and 9.3 per cent, respectively. Risk-weighted assets (Basel I) have grown by 26 per cent, SEK 235bn, since year-end. Currency effects

contributed SEK 80bn.

Appendix 3 exposes capital adequacy details.

New capital target

The Board has decided on a long-term Tier 1 capital ratio target of 10 per cent when the Basel II framework is applied without transition rules.

Risks and uncertainties

The macro-economic environment is the major driver of risk to the Group's earnings and financial stability. In particular, it affects the asset quality and thereby the credit risk of the Group (details on the credit portfolio are described in Appendix 2). The outlook for the global economy has deteriorated and SEB holds the view that economic growth will be substantially lower in the next few years.

Also, there are financial risks mainly in the form of price risks (details on market risks are described in Appendix 4). Credit and market risks as well as other risks and risk management of all the risks of the Group and the Parent Company are described in SEB's annual report for 2007 (see pp 34-41 and Note 44).

A sharp reduction of economic growth and continued economic imbalances in the Baltic countries together with higher past due payments on loans during the year have emphasised the need for a continued proactive treatment of any arising asset quality problems and for monitoring further developments closely. In Lithuania, where the economic downturn started later, the situation deteriorated very fast towards the end of the year, leading to substantial increases of SEB's provisions.

The tight liquidity conditions in the credit and interbank markets prevailing since the summer of 2007, and accelerating during the autumn of 2008, put stable funding and liquidity management in focus. Liquidity injections by central banks globally have eased the pressure on banks but the funding markets are still not fully functioning, particularly not for long-term durations.

The general credit spread widening across all assets, which started mid-2007, continued and accelerated in the third quarter. Wider spreads have resulted in mark-tomarket losses on SEB's fixed-income securities portfolios (see under Fixed-income securities portfolios). Following the actions taken by governments and central banks around the world, the likelihood of achieving global financial stability has increased substantially, but further losses cannot be ruled out.

Rating

In December, Moody's changed its outlook from stable to negative, but affirmed SEB's long-term Aa2 rating. In October, Fitch Ratings affirmed its A+ rating for SEB, with maintained stable outlook. Furthermore, Standard & Poor's affirmed its long-term A+ rating for SEB, but changed its outlook to negative, primarily due to concerns regarding the Bank's Baltic operations. DBRS rates SEB's long-term

rating at AA (low) with a stable outlook. SEB has a longterm AA rating target.

Reclassification of securities portfolios

Following the amendments to IAS 39 and IFRS 7, endorsed by the EU in October 2008, SEB has used the possibility of reclassifications of financial instruments from 1 July, 2008 and reclassified SEK 99bn of its fixed-income securities portfolio as loans and receivables, from the total of its net position in fixed income securities of SEK 355bn. The reclassification included SEK 13bn of assets held-fortrading and SEK 86bn of assets in the available-for-sale category.

SEB has decided to reclassify SEK 52 bn of its fixedincome securities as loans and receivables as of 1 January 2009. The reclassification includes SEK 3bn of assets heldfor-trading and SEK 49bn of assets in the available-for-sale category.

SEB has the intention and ability to hold these securities for the foreseeable future or until maturity. Thus, the classification as loans and receivables better reflects the purpose of these holdings and avoids further short-term mark-to-market volatility in income and equity.

Dividend

In order to further improve SEB's capital position the Board proposes that no dividend shall be paid for 2008. The proposal should be seen together with the proposed capital measures as announced on 5 February, 2009.

Stockholm, 5 February 2009

Annika Falkengren President and Chief Executive Officer These Annual Accounts have been prepared in accordance with International Financial Reporting Standards IFRS/IAS, endorsed by the European Commission, and therefore complies with IAS 34 Interim Financial Reporting. The accounting regulations of the Swedish Financial Supervisory Authority require some additional disclosures.

More detailed information is presented on www.sebgroup.com "Additional information" including:

Appendix 1 Division Life
Appendix 2 Credit exposure
Appendix 3 Capital adequacy
Appendix 4 Market risk
Appendix 5 P&L by division, business area and quarter
Appendix 6 P&L by geography and quarter
Appendix 7 Skandinaviska Enskilda Banken (parent
company)

Financial information during 2009

5 February Annual Accounts 2008
20 February Annual Report available on the website
6 March Annual General Meeting in Stockholm
6 May Interim Report January - March 2009
20 July Interim Report January – June 2009
21 October Interim Report January - September 2009

Access to telephone conference and video web cast

The telephone conference at 14.00 (CET) on 5 February 2009 with CEO Annika Falkengren and CFO Jan Erik Back can be accessed by telephone, not later than 15 minutes in advance: +44 (0)1452 560 063

A video web-cast with CFO Jan Erik Back will be available on www.sebgroup.com.

Further information is available from

Ian Erik Back, Chief Financial Officer Tel: +46 8 22 19 00 Ulf Grunnesiö. Head of Investor Relations Tel. + 46 8 763 85 01, +46 70 763 85 01 Annika Halldin, Senior Financial Information Officer Tel. +46 8 763 85 60, +46 70 379 00 60

Skandinaviska Enskilda Banken AB (publ) SE-106 40 Stockholm, Sweden Telephone: +46 771 62 10 00 www.sebgroup.com.

Corporate organisation number: 502032-9081

The SEB Group

Income statement – SEB Group

Condensed Q4 Q3 Q4 Jan - Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Net interest income 5 513 4 553 21 4 375 26 18 710 15 998 17
Net fee and commission income 3 790 3 754 1 4 129 -8 15 254 17 051 -11
Net financial income 1 723 247 420 2 970 3 239 -8
Net life insurance income 516 504 2 766 -33 2 375 2 933 -19
Net other income 1 172 163 345 1 831 1 219 50
Total operating income 12 714 9 221 38 10 035 27 41 140 40 440 2
Staff costs -4 597 -3 752 23 -3 787 21 -16 241 -14 921 9
Other expenses -1 968 -1 820 8 -1 782 10 -7 642 -6 919 10
Depreciation of assets - 400 - 398 1 - 359 11 -1 524 -1 354 13
Total operating expenses -6 965 -5 970 17 -5 928 17 -25 407 -23 194 10
Gains less losses from tangible and intangible
assets 2 787 -100 6 788 -99
Net credit losses incl. changes in value of
seized assets -1 723 - 725 138 - 313 -3 268 -1 016
Operating profit 4 028 2 526 59 4 581 -12 12 471 17 018 -27
Income tax expense - 519 - 641 -19 - 824 -37 -2 421 -3 376 -28
Net profit from continuing operations 3 509 1 885 86 3 757 -7 10 050 13 642 -26
Discontinued operations - 2 1
Net profit 3 507 1 886 86 3 757 -7 10 050 13 642 -26
Attributable to minority interests 1 4 -75 5 -80 9 24 -63
Attributable to equity holders * 3 506 1 882 86 3 752 -7 10 041 13 618 -26
* Basic earnings per share, SEK
Diluted earnings per share, SEK
5.12
5.12
2.75
2.74
5.49
5.48
14.66
14.65
19.97
19.88

Key figures - SEB Group

Q4 Q3 Q4 Jan - Dec
2008 2008 2007 2008 2007
Return on equity, % 17.6 10.0 20.2 13.1 19.3
Return on total assets, % 0.57 0.32 0.67 0.42 0.63
Return on risk-weighted assets, % 1.45 0.83 1.78 1.13 1.68
Basic earnings per share, SEK 5.12 2.75 5.49 14.66 19.97
Weighted average number of shares, millions* 685 685 683 685 682
Diluted earnings per share, SEK 5.12 2.74 5.48 14.65 19.88
Weighted average number of diluted shares, millions** 687 686 685 686 685
Net worth per share, SEK 134.10 125.82 127.44 134.10 127.44
Average equity, SEK billion 79.8 75.2 74.4 76.4 70.6
Cost/income ratio 0.55 0.65 0.59 0.62 0.57
Credit loss level, % 0.63 0.27 0.13 0.30 0.11
Reserve ratio for impaired loans, % 66.3 72.1 76.1 66.3 76.1
Level of impaired loans, % 0.35 0.23 0.18 0.35 0.18
Basel II (Legal reporting with transitional floor) :***
Total capital ratio, incl net profit, % 10.62 10.42 11.04 10.62 11.04
Tier 1 capital ratio, incl net profit, % 8.36 8.15 8.63 8.36 8.63
Risk-weighted assets, SEK billion 986 937 842 986 842
Basel II (without transitional floor):
Total capital ratio, incl net profit, % 12.81 12.68 12.62 12.81 12.62
Tier 1 capital ratio, incl net profit, % 10.08 9.91 9.87 10.08 9.87
Risk-weighted assets, SEK billion 818 770 737 818 737
Basel I:
Total capital ratio, incl net profit, % 9.29 9.34 10.42 9.29 10.42
Tier 1 capital ratio, incl net profit, % 7,32 7.30 8.15 7,32 8.15
Risk-weighted assets, SEK billion 1 127 1 045 892 1 127 892
Number of full time equivalents**** 21 131 21 428 19 794 21 291 19 506
Assets under custody, SEK billion 3 891 4 437 5 314 3 891 5 314
Assets under management, SEK billion 1 201 1 244 1 370 1 201 1 370

* Issued number of shares was 687,156,631 at year-end 2007. SEB then owned 3.7 million Class A shares for the employee stock option programme. During 2008 1.5 million net of these shares have been sold as employee stock options have been exercised. Thus, as of 31 December SEB owned 2.2 million Class A-shares with a market value of SEK 133m.

** Calculated dilution based on the estimated economic value of the long-term incentive programmes.

*** 90 per cent of RWA in Basel I for 2008 and 95 per cent of RWA in Basel I for 2007.

**** Quarterly numbers are for last month of quarter. Accumulated numbers are average for the period.

Income statement on quarterly basis - SEB Group

SEK m 2008:4 2008:3 2008:2 2008:1 2007:4
Net interest income 5 513 4 553 4 421 4 223 4 375
Net fee and commission income 3 790 3 754 3 909 3 801 4 129
Net financial income 1 723 247 1 161 - 161 420
Net life insurance income 516 504 642 713 766
Net other income 1 172 163 270 226 345
Total operating income 12 714 9 221 10 403 8 802 10 035
Staff costs -4 597 -3 752 -3 993 -3 899 -3 787
Other expenses -1 968 -1 820 -2 098 -1 756 -1 782
Depreciation of assets - 400 - 398 - 354 - 372 - 359
Total operating expenses -6 965 -5 970 -6 445 -6 027 -5 928
Gains less losses from tangible and intangible assets 2 1 3 787
Net credit losses incl. changes in value of seized assets -1 723 - 725 - 452 - 368 - 313
Operating profit 4 028 2 526 3 507 2 410 4 581
Income tax expense - 519 - 641 - 699 - 562 - 824
Net profit from continuing operations 3 509 1 885 2 808 1 848 3 757
Discontinued operations - 2 1 1
Net profit 3 507 1 886 2 809 1 848 3 757
Attributable to minority interests 1 4 3 1 5
Attributable to equity holders* 3 506 1 882 2 806 1 847 3 752
* Basic earnings per share, SEK
Diluted earnings per share, SEK
5.12
5.12
2.75
2.74
4.10
4.09
2.70
2.69
5.49
5.48

Income statement, by Division - SEB Group

Merchant Retail Wealth Other incl
Jan-Dec 2008, SEK m Banking Banking Management Life* eliminations SEB Group
Net interest income 7 414 10 750 891 - 36 - 309 18 710
Net fee and commission
income 5 248 5 641 3 681 684 15 254
Net financial income 3 625 397 67 -1 119 2 970
Net life insurance income 3 296 - 921 2 375
Net other income 541 244 48 998 1 831
Total operating income 16 828 17 032 4 687 3 260 - 667 41 140
Staff costs -3 890 -4 632 -1 427 -1 105 -5 187 -16 241
Other expenses -3 594 -5 449 -1 132 - 523 3 056 -7 642
Depreciation of assets - 95 - 311 - 100 - 569 - 449 -1 524
Total operating expenses -7 579 -10 392 -2 659 -2 197 -2 580 -25 407
Gains less losses from
tangible and intangible
assets 5 2 - 1 6
Net credit losses** - 904 -2 380 - 17 33 -3 268
Operating profit 8 350 4 262 2 011 1 063 -3 215 12 471

* Business result in Life amounted to SEK 2,052m (3,075), of which change in surplus values was net SEK 989m (1,273).

** Including change in value of seized assets.

Merchant Banking

jÉêÅÜ~åí=_~åâáåÖ=Ü~ë=íïç=ä~êÖÉ=ÄìëáåÉëë=~êÉ~ë=J=qê~ÇáåÖ=~åÇ=~éáí~ä=j~êâÉíë=~åÇ=däçÄ~ä=qê~åë~Åíáçå=pÉêîáÅÉëK=qÜÉ=çíÜÉê=ÄìëáåÉëë=ìåáíëI= ÉKÖK=íÜÉ=oj=ÑìåÅíáçåI=çããÉêÅá~ä=oÉ~ä=bëí~íÉI=çêéçê~íÉ=cáå~åÅÉ=~åÇ=píêìÅíìêÉÇ=cáå~åÅÉI=~êÉ=ÅçåëçäáÇ~íÉÇ=áå=`çêéçê~íÉ=_~åâáåÖK==

Profit and loss account

Q4 Q3 Q4 Jan- Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Net interest income 2 613 1 738 50 1 498 74 7 414 5 610 32
Net fee and commission income 1 163 1 374 - 15 1 361 - 15 5 248 5 945 - 12
Net financial income 1 813 757 139 249 3 625 2 613 39
Net other income 342 83 194 76 541 839 - 36
Total operating income 5 931 3 952 50 3 302 80 16 828 15 007 12
Staff costs - 954 - 867 10 -1 055 - 10 -3 890 -4 246 - 8
Other expenses - 918 - 830 11 - 868 6 -3 594 -3 489 3
Depreciation of assets - 30 - 22 36 - 26 15 - 95 - 85 12
Total operating expenses -1 902 -1 719 11 -1 949 - 2 -7 579 -7 820 - 3
Profit before credit losses etc 4 029 2 233 80 1 353 198 9 249 7 187 29
Gains less losses on assets 1 1 2 - 50 5 2 150
Net credit losses - 593 - 255 133 - 69 - 904 - 326 177
Operating profit 3 437 1 979 74 1 286 167 8 350 6 863 22
Cost/Income ratio 0,32 0,43 0,59 0,45 0,52
Business equity, SEK bn 27,0 27,0 26,4 27,0 26,4
Return on equity, % 36,7 21,1 14,0 22,3 18,7
Number of full time equivalents 2 698 2 719 2 672 2 721 2 566

Income and operating profit the highest to date

Strong business volumes and customer demand

Higher credit loss provisions reflect a few specific cases; in general asset quality remains stable

Comments on 2008

jÉêÅÜ~åí=_~åâáåÖ=êÉÅçêÇÉÇ=áíë=ÜáÖÜÉëí=ÉîÉê=çéÉê~íáåÖ= éêçÑáíK=aÉëéáíÉ=íìãìäíìçìë=Ñáå~åÅá~ä=ã~êâÉíë=~åÇ= ÅÜ~ääÉåÖáåÖ=ÉÅçåçãáÅ=ÅçåÇáíáçåëI=ÅäáÉåíë=êÉã~áåÉÇ=~ÅíáîÉK= qçÖÉíÜÉê=ïáíÜ=ã~êâÉí=ëÜ~êÉ=Ö~áåë=~åÇ=ïÉ~âÉåÉÇ= ÅçãéÉíáíçêëI=íÜáë=ëìééçêíÉÇ=ëíêçåÖ=áåÅçãÉ=ÖÉåÉê~íáçåI=ìé= Äó=NO=éÉê=ÅÉåí=Ñêçã=OMMTI=íç=pbh=NSKUÄåK=oÉîÉåìÉë=ïÉêÉ= é~êíáÅìä~êäó=ëíêçåÖ=áå=íÜÉ=ëÉÅçåÇ=Ü~äÑ=çÑ=íÜÉ=óÉ~êI=ÇêáîÉå=Äó= Ñáå~åÅáåÖ=~ÅíáîáíáÉëI=ÜáÖÜ=cu=êÉîÉåìÉë=~åÇ=áãéêçîÉÇ=ÑáñÉÇ= áåÅçãÉ=éÉêÑçêã~åÅÉK=içïÉê=áåîÉëíãÉåí=Ä~åâáåÖ=~Åíáîáíó= êÉÇìÅÉÇ=áåÅçãÉ=~í=kçêÇáÅ=ëáíÉëX=åÉîÉêíÜÉäÉëëI=ÇçìÄäÉ=ÇáÖáí= ÖêçïíÜ=áå=ÅçããÉêÅá~ä=Ä~åâáåÖ=~ÅíáîáíáÉë=ï~ë=êÉÅçêÇÉÇ=áå= É~ÅÜ=çÑ=íÜÉëÉ=ã~êâÉíëK==

`çëíë=ïÉêÉ=P=éÉê=ÅÉåí=äçïÉê=íÜ~å=OMMT=~åÇ=ÇÉÅäáåÉÇ= ÅçåëáÇÉê~Ääó=áå=íÜÉ=ëÉÅçåÇ=Ü~äÑK=léÉê~íáåÖ=éêçÑáí=áåÅêÉ~ëÉÇ= Äó=OO=éÉê=ÅÉåíI=íç=pbh=UIPRMãK==

få=äáåÉ=ïáíÜ=êÉîáëÉÇ=~ÅÅçìåíáåÖ=ÖìáÇÉäáåÉëI=íÜÉ=Çáîáëáçå= êÉJÅä~ëëáÑáÉÇ=~=åìãÄÉê=çÑ=ÜçäÇáåÖë=áå=íÜÉ=ÑáñÉÇ=áåÅçãÉ= áåîÉëíãÉåí=éçêíÑçäáçK=^ë=~=êÉëìäíI=î~äì~íáçå=äçëëÉë= ÇÉÅêÉ~ëÉÇ=íç=pbh=NPNã=áå=íÜÉ=ä~ííÉê=Ü~äÑ=çÑ=íÜÉ=óÉ~êI= Åçãé~êÉÇ=ïáíÜ=pbh=VPUã=ÇìêáåÖ=íÜÉ=Ñáêëí=ëáñ=ãçåíÜëK= `êÉÇáí=äçëë=éêçîáëáçåë=êçëÉI=~äÄÉáí=Ñêçã=~=îÉêó=äçï=äÉîÉäK= ^îÉê~ÖÉ=êáëâ=Åä~ëëÉë=áå=íÜÉ=ÅêÉÇáí=éçêíÑçäáçë=áãéêçîÉÇ= ÇìêáåÖ=íÜÉ=óÉ~ê=~åÇ=~ëëÉí=èì~äáíó=êÉã~áåÉÇ=ÖççÇK= eçïÉîÉêI=íÜÉ=ïÉ~âÉê=ÉÅçåçãáÅ=çìíäççâ=àìëíáÑáÉë=~= ÅçåíáåìÉÇ=ÅçåëÉêî~íáîÉ=~ééêç~ÅÜ=íç=äçëë=éêçîáëáçåáåÖK=

táíÜáå=qê~ÇáåÖ=~åÇ=`~éáí~ä=j~êâÉíëI=~ää=ã~àçê=ÄìëáåÉëë= ìåáíë=éÉêÑçêãÉÇ=ïÉääK=táíÜáå=bèìáíáÉëI=îçäìãÉ=êÉã~áåÉÇ= äçï=~åÇ=Åçããáëëáçåë=ïÉêÉ=ÇçïåI=~äíÜçìÖÜ=ÇÉÅäáåÉë=ïÉêÉ= äÉëë=íÜ~å=Ñçê=íÜÉ=ã~êâÉí=~ë=~=ïÜçäÉ=~ë=pb_=båëâáäÇ~= áåÅêÉ~ëÉÇ=áíë=kçêÇáÅ=ã~êâÉí=ëÜ~êÉ=íç=VKO=éÉê=ÅÉåí=ETKRFK= cu=ìåáíë=éÉêÑçêãÉÇ=é~êíáÅìä~êäó=ïÉääI=ïáíÜ=ÜáÖÜäó=~ÅíáîÉ= ÅìëíçãÉêë=~åÇ=Ñ~îçìê~ÄäÉ=ÅçåÇáíáçåë=Ñçê=ã~êâÉí=ã~âáåÖK==

`çêéçê~íÉ=Ä~åâáåÖ=éêçÑáíë=áåÅêÉ~ëÉÇ=íÜêçìÖÜçìí=OMMU== ~ë=îçäìãÉ=~åÇ=êÉîÉåìÉ=ÖêçïíÜ=áå=äÉåÇáåÖ=Öê~Çì~ääó=çÑÑëÉí= äçïÉê=~Çîáëçêó=~åÇ=~Åèìáëáíáçå=Ñáå~åÅÉ=áåÅçãÉK=dêçïíÜ=áå= áåíÉêÉëí=áåÅçãÉ=áå=íÜáë=~êÉ~=éêáã~êáäó=êÉÑäÉÅíë=áåÅêÉ~ëÉÇ= Äáä~íÉê~ä=Ñáå~åÅáåÖ=çÑ=ÅçêÉ=ÄäìÉ=ÅÜáé=Åçêéçê~íÉ=ÅäáÉåíëK= oÉÇìÅÉÇ=~ÅíáîáíáÉë=çÑ=áåíÉêå~íáçå~ä=Ä~åâë=ïáíÜáå=pb_Ûë= ã~áå=ã~êâÉíë=ÉåëìêÉÇ=ëíêçåÖ=ÇÉã~åÇ=~åÇ=~ääçïÉÇ=Ñçê= ãçêÉ=~ééêçéêá~íÉ=éêáÅáåÖ=çÑ=ÅêÉÇáíK==

mêçÑáíë=ïÉêÉ=ëí~ÄäÉ=áå=däçÄ~ä=qê~åë~Åíáçå=pÉêîáÅÉëK= cìêíÜÉê=áåÑäçï=çÑ=åÉï=ÅìëíçãÉêëI=é~êíáÅìä~êäó=ëìÄëáÇá~êáÉë= çÑ=ÉñáëíáåÖ=Å~ëÜ=ã~å~ÖÉãÉåí=ÅäáÉåíëI=çÑÑëÉí=åÉÖ~íáîÉ=ÉÑÑÉÅíë= Ñêçã=äçïÉê=~ëëÉí=î~äì~íáçåëK=^í=óÉ~êJÉåÇI=~ëëÉíë=ìåÇÉê= ÅìëíçÇó=ïÉêÉ=pbh=PIUVNÄåK==

aìêáåÖ=íÜÉ=ÑçìêíÜ=èì~êíÉêI=pb_=êÉÅÉáîÉÇ=~=ê~åÖÉ=çÑ=íçé= ê~åâáåÖë=Ñçê=Å~ëÜ=~åÇ=íêÉ~ëìêó=ã~å~ÖÉãÉåíI=íê~ÇÉ=Ñáå~åÅÉI= ÅìëíçÇó=~åÇ=ÉèìáíáÉëI=êÉÅçåÑáêãáåÖ=áíë=äÉ~ÇáåÖ=éçëáíáçå=áå= íÜÉëÉ=~êÉ~ëK=

qÜÉ=oÉí~áä=_~åâáåÖ=Çáîáëáçå=Åçåëáëíë=çÑ=ëáñ=ÄìëáåÉëë=~êÉ~ë=J=pïÉÇÉåI=dÉêã~åóI=bëíçåá~I=i~íîá~I=iáíÜì~åá~=~åÇ=`~êÇK=

Profit and loss account

Q4 Q3 Q4 Jan- Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Net interest income 2 851 2 755 3 2 549 12 10 750 9 698 11
Net fee and commission income 1 408 1 372 3 1 637 - 14 5 641 6 219 - 9
Net financial income 116 84 38 170 - 32 397 482 - 18
Net other income 110 26 64 72 244 159 53
Total operating income 4 485 4 237 6 4 420 1 17 032 16 558 3
Staff costs -1 162 -1 148 1 -1 085 7 -4 632 -4 235 9
Other expenses -1 471 -1 326 11 -1 414 4 -5 449 -5 286 3
Depreciation of assets - 82 - 76 8 - 78 5 - 311 - 318 - 2
Total operating expenses -2 715 -2 550 6 -2 577 5 -10 392 -9 839 6
Profit before credit losses etc 1 770 1 687 5 1 843 - 4 6 640 6 719 - 1
Gains less losses on assets 2 2 2 4 - 50
Net credit losses -1 113 - 516 116 - 286 -2 380 - 715
Operating profit 659 1 171 - 44 1 559 - 58 4 262 6 008 - 29
Cost/Income ratio 0,61 0,60 0,58 0,61 0,59
Business equity, SEK bn 25,3 25,3 24,8 25,3 24,8
Return on equity, % 7,3 14,0 19,3 12,7 18,8
Number of full time equivalents 8 951 9 139 8 925 9 084 8 802
  • Despite a turbulent year operating income increased; profit before losses in line with 2007
  • Higher deposit and lending volumes, 16 000 new SME clients
  • Deteriorated economic conditions resulted in increased provisioning, particularly in the Baltic countries

Comments on 2008

kÉí=áåíÉêÉëí=áåÅçãÉ=ÇÉîÉäçéÉÇ=ëíêçåÖäó=~åÇ=áåÅêÉ~ëÉÇ= Öê~Çì~ääó=èì~êíÉê=Äó=èì~êíÉêK=aÉéçëáí=~åÇ=äÉåÇáåÖ=îçäìãÉë= áåÅêÉ~ëÉÇ=íÜêçìÖÜçìí=íÜÉ=óÉ~êI=íç=ëçãÉ=ÉñíÉåí=~ë=~=êÉëìäí=çÑ= ÉñÅÜ~åÖÉ=ê~íÉ=ÅÜ~åÖÉëK=kÉí=ÑÉÉ=~åÇ=Åçããáëëáçå=áåÅçãÉ= êÉÅçîÉêÉÇ=ëäáÖÜíäó=áå=íÜÉ=ÑçìêíÜ=èì~êíÉêI=Äìí=ÇÉÅêÉ~ëÉÇ=Äó= V=éÉê=ÅÉåí=çå=~=íïÉäîÉ=ãçåíÜë=Ä~ëáëK=cìää=óÉ~ê=êÉëìäí=ÄÉÑçêÉ= äçëëÉë=ï~ë=áå=äáåÉ=ïáíÜ=OMMTK=mêçîáëáçåë=Ñçê=ÅêÉÇáí=äçëëÉë= áåÅêÉ~ëÉÇ=íÜêçìÖÜçìí=íÜÉ=óÉ~êI=~åÇ=íÜÉ=ÇÉîÉäçéãÉåí= ~ÅÅÉäÉê~íÉÇ=áå=íÜÉ=ëÜ~êéÉåáåÖ=ÉÅçåçãáÅ=ëäçïÇçïå=ÇìêáåÖ= íÜÉ=ÑçìêíÜ=èì~êíÉêK=

få=pïÉÇÉåI=åÉí=áåíÉêÉëí=áåÅçãÉ=ÖêÉï=Äó=NR=éÉê=ÅÉåíK= jçêíÖ~ÖÉ=äç~åë=íç=pïÉÇáëÜ=ÜçìëÉÜçäÇëI=ïÜáÅÜ=~ÅÅçìåí=Ñçê= ~ééêçñáã~íÉäó=QM=éÉê=ÅÉåí=çÑ=íÜÉ=ÇáîáëáçåÛë=íçí~ä=äÉåÇáåÖ= îçäìãÉI=áåÅêÉ~ëÉÇ=Äó=U=éÉê=ÅÉåí=ÇìêáåÖ=íÜÉ=óÉ~êK=qÜÉ= ëíêÉåÖíÜÉåÉÇ=çÑÑÉê=íç=ëã~ää=~åÇ=ãÉÇáìãJëáòÉÇ=Åçêéçê~íáçåë= ÅçåíêáÄìíÉÇ=íç=çîÉê=NMIMMM=åÉí=åÉï=pïÉÇáëÜ=pjb=ÅäáÉåíë= ÇìêáåÖ=OMMUK==cìêíÜÉêãçêÉI=pb_=ï~ë=~ï~êÇÉÇ="_Éëí=pjb= Ä~åâ=OMMUÒ=Äó=íÜÉ=ã~Ö~òáåÉ=mêáî~í~=^ÑÑ®êÉêK=`çëíë= áåÅêÉ~ëÉÇ=Äó=R=éÉê=ÅÉåí=ÇìêáåÖ=OMMUI=~ÑÑÉÅíÉÇ=Äó=ÜáÖÜÉê= éÉåëáçå=ÅçëíëK=

cçê=bëíçåá~I=i~íîá~=~åÇ=iáíÜì~åá~=íÜÉ=ÖäçÄ~ä=ÉÅçåçãáÅ= ëäçïÇçïå=ÅçãÄáåÉÇ=ïáíÜ=äçÅ~ä=áãÄ~ä~åÅÉë=äÉÇ=íç= áåÅêÉ~ëáåÖäó=ÅÜ~ääÉåÖáåÖ=ã~êâÉí=ÅçåÇáíáçåëK=qÜáë=åÉÖ~íáîÉ= ÇÉîÉäçéãÉåí=Ö~áåÉÇ=ãçãÉåíìã=áå=íÜÉ=ÑçìêíÜ=èì~êíÉê= êÉëìäíáåÖ=áå=ëáÖåáÑáÅ~åíäó=áåÅêÉ~ëÉÇ=éêçîáëáçåë=Ñçê=ÅêÉÇáí= äçëëÉëK=^ë=~=ÅçåëÉèìÉåÅÉ=çÑ=áíë=ãçêÉ=ÅçåëÉêî~íáîÉ=äÉåÇáåÖI= pb_Ûë=ã~êâÉí=ëÜ~êÉ=Ü~ë=ÇÉÅêÉ~ëÉÇ=ÅçåëáëíÉåíäó=ëáåÅÉ=OMMRK= ^ååì~ä=ÅêÉÇáí=ÖêçïíÜI=ãÉ~ëìêÉÇ=áå=äçÅ~ä=ÅìêêÉåÅáÉëI=ï~ë=JOI= HR=~åÇ=HT=éÉê=ÅÉåí=áå=bëíçåá~I=i~íîá~=~åÇ=iáíÜì~åá~I= êÉëéÉÅíáîÉäóK=qÜÉëÉ=ÖêçïíÜ=ê~íÉë=ÇÉÅêÉ~ëÉÇ=ÇìêáåÖ=íÜÉ=óÉ~êI= ÉëéÉÅá~ääó=áå=iáíÜì~åá~K=aÉéçëáí=îçäìãÉë=êÉã~áåÉÇ=ëí~ÄäÉ= áå=bëíçåá~=~åÇ=i~íîá~=ÇìêáåÖ=íÜÉ=ÑçìêíÜ=èì~êíÉêI=ïÜáäÉ= ÇÉéçëáíë=ÇÉÅêÉ~ëÉÇ=ëäáÖÜíäó=áå=iáíÜì~åá~K=`çëíë=áåÅêÉ~ëÉÇ= ÇìêáåÖ=íÜÉ=óÉ~ê=~ë=~=êÉëìäí=çÑ=ÅìêêÉåÅó=ÉÑÑÉÅíëI=êÉåí~ä=Åçëí= áåÅêÉ~ëÉ=ÑçääçïáåÖ=íÜÉ=ÇáîÉëíãÉåí=çÑ=êÉ~ä=Éëí~íÉ=~åÇ=Åçëí= áåÑä~íáçåK=få=êÉä~íáçå=íç=íÜÉ=Ñìää=óÉ~êI=íÜÉ=ê~íÉ=çÑ=Åçëí=áåÅêÉ~ëÉ= ï~ë=ëáÖåáÑáÅ~åíäó=äçïÉê=áå=íÜÉ=ä~ëí=èì~êíÉêK=qÜÉ=åìãÄÉê=çÑ= cqbë=ï~ë=êÉÇìÅÉÇ=Äó=ãçêÉ=íÜ~å=NMM=ÇìêáåÖ=íÜÉ=ÑçìêíÜ= èì~êíÉêK==

få=dÉêã~åóI=ëÉÅìêáíáÉëJêÉä~íÉÇ=áåÅçãÉ=ÅçåíáåìÉÇ=íç=ÄÉ= ~ÑÑÉÅíÉÇ=Äó=äçïÉê=ã~êâÉí=~ÅíáîáíóK=aÉëéáíÉ=ÖêçïáåÖ=åÉí= áåíÉêÉëí=áåÅçãÉ=éêçÑáí~Äáäáíó=ÇÉíÉêáçê~íÉÇ=ÑìêíÜÉêK=

`~êÇ=êÉéçêíÉÇ=~=ÅçåíáåìÉÇ=áåÅçãÉ=ÖêçïíÜ=çÑ=U=éÉê=ÅÉåí= Åçãé~êÉÇ=ïáíÜ=OMMTK=mêçÑáí=ï~ë=~ÑÑÉÅíÉÇ=Äó=áåÅêÉ~ëÉÇ= ÅêÉÇáí=äçëëÉë=~åÇ=ÇÉÅêÉ~ëÉÇ=Äó=NR=éÉê=ÅÉåíK=qÜÉ= ÅçëíLáåÅçãÉ=ê~íáç=áãéêçîÉÇ=ÇìêáåÖ=íÜÉ=óÉ~êK

Wealth Management

qÜáë=Çáîáëáçå=Ü~ë=íïç=ÄìëáåÉëë=~êÉ~ë=J=fåëíáíìíáçå~ä=`äáÉåíë=~åÇ=mêáî~íÉ=_~åâáåÖK

Profit and loss account

Q4 Q3 Q4 Jan- Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Net interest income 213 237 - 10 245 - 13 891 843 6
Net fee and commission income 1 119 784 43 979 14 3 681 4 077 - 10
Net financial income 25 14 79 46 - 46 67 79 - 15
Net other income 10 3 40 - 75 48 86 - 44
Total operating income 1 367 1 038 32 1 310 4 4 687 5 085 - 8
Staff costs - 347 - 330 5 - 355 - 2 -1 427 -1 340 6
Other expenses - 325 - 249 31 - 289 12 -1 132 -1 040 9
Depreciation of assets - 29 - 25 16 - 14 107 - 100 - 60 67
Total operating expenses - 701 - 604 16 - 658 7 -2 659 -2 440 9
Profit before credit losses etc 666 434 53 652 2 2 028 2 645 - 23
Gains less losses on assets - 1 - 100
Net credit losses - 15 10 - 17 - 7 143
Operating profit 651 434 50 662 - 2 2 011 2 637 - 24
Cost/Income ratio 0,51 0,58 0,50 0,57 0,48
Business equity, SEK bn 6,6 6,6 5,5 6,6 5,5
Return on equity, % 28,4 18,9 34,7 21,9 34,5
Number of full time equivalents 1 088 1 123 1 073 1 133 1 074

Operating profit down by 24 per cent, mainly due to lower asset values

Strong net sales within both Private Banking and Institutional Clients

Continued gain of market share in the Swedish mutual fund market

Comments on 2008

léÉê~íáåÖ=áåÅçãÉ=ÇêçééÉÇ=Äó=U=éÉê=ÅÉåí=Åçãé~êÉÇ=ïáíÜ= ä~ëí=óÉ~êI=êÉÑäÉÅíáåÖ=íÜÉ=ëÜ~êé=Ñ~ää=çÑ=ÖäçÄ~ä=ëíçÅâ=ã~êâÉíë=Äó= ëçãÉ=QM=éÉê=ÅÉåíK=kÉí=ë~äÉëI=áåÅêÉ~ëÉÇ=åÉí=áåíÉêÉëí=áåÅçãÉ= ~åÇ=éÉêÑçêã~åÅÉ=ÑÉÉë=Ä~ä~åÅÉÇ=ëçãÉïÜ~í=äçïÉê=åÉí=ÑÉÉ= ~åÇ=Åçããáëëáçå=áåÅçãÉI=ÇìÉ=íç=Ñ~ääáåÖ=~ëëÉí=î~äìÉë=~åÇ= äçïÉê=ÅìëíçãÉê=~ÅíáîáíóK=mÉêÑçêã~åÅÉ=~åÇ=íê~åë~Åíáçå=ÑÉÉë= Ñçê=OMMU=~ãçìåíÉÇ=íç=pbh=SRRã=ERRRFI=çÑ=ïÜáÅÜ=pbh=QMQã= ï~ë=êÉ~äáëÉÇ=áå=íÜÉ=ÑçìêíÜ=èì~êíÉêK=

léÉê~íáåÖ=ÉñéÉåëÉë=ÇìêáåÖ=íÜÉ=óÉ~ê=áåÅêÉ~ëÉÇ=Äó=V=éÉê= ÅÉåíI=çÑ=ïÜáÅÜ=S=éÉê=ÅÉåí=ï~ë=êÉä~íÉÇ=íç=íÜÉ=~Åèìáëáíáçå=çÑ= hÉó=^ëëÉí=j~å~ÖÉãÉåíK=bñÅäìÇáåÖ=íÜáë=~ÅèìáëáíáçåI=Åçëíë= áåÅêÉ~ëÉÇ=Äó=P=éÉê=ÅÉåí=ÇìÉ=íç=íÜÉ=Éñé~åëáçå=çÑ=mêáî~íÉ= _~åâáåÖ=~åÇ=fåëíáíìíáçå~ä=p~äÉë=~ë=ïÉää=~ë=~äíÉêå~íáîÉ= áåîÉëíãÉåí=éêçÇìÅí=ÇÉîÉäçéãÉåíK==

léÉê~íáåÖ=éêçÑáí=ÇÉÅêÉ~ëÉÇ=Äó=OQ=éÉê=ÅÉåíI=íç=pbh= OIMNNãK==

pb_=ÅçåíáåìÉÇ=íç=Å~éíìêÉ=îçäìãÉë=çå=íÜÉ=pïÉÇáëÜ= ãìíì~ä=ÑìåÇ=ã~êâÉíK=qçí~ä=åÉí=áåÑäçïë=~ãçìåíÉÇ=íç=pbh= SKRÄå=ENQF=Ñçê=íÜÉ=óÉ~ê=çå=~=ã~êâÉí=ÉñéÉêáÉåÅáåÖ=íçí~ä=åÉí= Ñäçïë=çÑ=pbh=JNTKRÄå=EHNVFK=^äíÉêå~íáîÉ=áåîÉëíãÉåíë=~äçåÉ= ~ííê~ÅíÉÇ=åÉí=áåÑäçïë=íçí~ääáåÖ=pbh=UKSÄå=ESKTFK=aìêáåÖ=íÜÉ= óÉ~ê=áåîÉëíãÉåí=~ééÉíáíÉ=ëÜáÑíÉÇ=Ñêçã=ÉèìáíáÉë=íç= ~äíÉêå~íáîÉ=áåîÉëíãÉåíë=~åÇ=ÑáñÉÇ=áåÅçãÉK=pb_=êÉÅçêÇÉÇ=íÜÉ= ä~êÖÉëí=áåÑäçï=çÑ=~ää=áåíç=íÜÉ=pïÉÇáëÜ=ãìíì~ä=ÑìåÇ=ã~êâÉí=

ÇìêáåÖ=OMMU=~åÇ=âÉéí=áíë=kçK=N=éçëáíáçåK===

kÉí=åÉï=~ëëÉíë=ïÉêÉ=ëìÄëí~åíá~ä=ÅçåëáÇÉêáåÖ=íÜÉ=ã~êâÉí= íìêÄìäÉåÅÉI=~åÇ=~ãçìåíÉÇ=íç=pbh=PPÄå=ERRFK=qÜáë=é~êíäó= çÑÑëÉí=íÜÉ=áãé~Åí=çÑ=ÇÉÅäáåáåÖ=Éèìáíó=ã~êâÉíë=çå=~ëëÉíë= ìåÇÉê=ã~å~ÖÉãÉåíI=ïÜáÅÜ=ÇÉÅêÉ~ëÉÇ=Äó=NN=éÉê=ÅÉåíI=íç= pbh=NINQOÄåI=Ñêçã=óÉ~êJÉåÇ=OMMTK==

fåîÉëíãÉåí=éÉêÑçêã~åÅÉ=ÇÉíÉêáçê~íÉÇ=ÇìêáåÖ=íÜÉ=ä~ëí= é~êí=çÑ=íÜÉ=ÑçìêíÜ=èì~êíÉêK=vÉ~êJíçJÇ~íÉ=éÉêÑçêã~åÅÉ= êÉã~áåÉÇ=ìåë~íáëÑ~ÅíçêóI=ïáíÜ=PQ=éÉê=ÅÉåí=EQVF=çÑ=íÜÉ= éçêíÑçäáçë=~åÇ=PP=éÉê=ÅÉåí=ERQF=çÑ=~ëëÉíë=ìåÇÉê=ã~å~ÖÉãÉåí= ~ÜÉ~Ç=çÑ=íÜÉáê=êÉëéÉÅíáîÉ=ÄÉåÅÜã~êâëK==

mêáî~íÉ=_~åâáåÖ=ÖÉåÉê~íÉÇ=åÉí=åÉï=~ëëÉíë=çÑ=pbh=NVÄå= ENPF=ÇÉëéáíÉ=íÜÉ=~ÇîÉêëÉ=ã~êâÉí=ÅçåÇáíáçåëX=~=êÉëìäí=çÑ=ÜáÖÜ= ~Åíáîáíó=~åÇ=ÅäçëÉ=ÅçJçéÉê~íáçå=ïáíÜ=íÜÉ=oÉí~áä=_~åâáåÖ= ÇáîáëáçåK==

fåëíáíìíáçå~ä=`äáÉåíë=ÅçåíáåìÉÇ=íç=ëÜçï=ëíêçåÖ=ë~äÉë=áå= pïÉÇÉå=ÇìêáåÖ=íÜÉ=ÑçìêíÜ=èì~êíÉêI=Äìí=åçíáÅÉÇ=çìíÑäçïë=áå= ëçãÉ=çíÜÉê=ã~êâÉíë=ÇìÉ=íç=ÅäáÉåíë=ëÜáÑíáåÖ=íÜÉáê=áåîÉëíãÉåí= ëíê~íÉÖóK==qÜÉ=ÄìëáåÉëë=~êÉ~=Ü~ë=Ö~áåÉÇ=ëìÄëí~åíá~ä=ã~êâÉí= ëÜ~êÉë=áå=ÅçêÉ=ã~êâÉíëI=ëìÅÜ=~ë=íÜÉ=pïÉÇáëÜ=ãìíì~ä=ÑìåÇ= ã~êâÉí=~åÇ=áåëíáíìíáçå~ä=ÄìëáåÉëëK==

tÉ~äíÜ=j~å~ÖÉãÉåí=ÅçåíáåìÉÇ=íç=áãéäÉãÉåí=pb_=t~ó= íÜêçìÖÜçìí=íÜÉ=Çáîáëáçå=~åÇ=áåíÉåëáÑáÉÇ=íÜÉ=éêçÖê~ããÉ= ÇìêáåÖ=íÜÉ=óÉ~êI=ïáíÜ=ÑçÅìë=çå=áãéêçîáåÖ=ë~äÉëK

Life

iáÑÉ=Åçåëáëíë=çÑ=íÜêÉÉ=ÄìëáåÉëë=~êÉ~ë=J=pb_=qêóÖÖ=iáî=EpïÉÇÉåFI=pb_=mÉåëáçå=EaÉåã~êâF=~åÇ=pb_=iáÑÉ=C=mÉåëáçå=fåíÉêå~íáçå~äK==

Profit and loss account

Q4 Q3 Q4 Jan- Dec
SEK m 2008 2008 % 2007
%
2008 2007 %
Net interest income - 4 - 3 33 - 7
- 43
- 36 - 28 29
Net life insurance income 739 720 3 1 031
- 28
3 296 3 958 - 17
Total operating income 735 717 3 1 024
- 28
3 260 3 930 - 17
Staff costs - 292 - 266 10 - 284
3
-1 105 -1 050 5
Other expenses - 117 - 126 - 7 - 121
- 3
- 523 - 530 - 1
Depreciation of assets - 115 - 149 - 23 - 144
- 20
- 569 - 548 4
Total operating expenses - 524 - 541 - 3 - 549
- 5
-2 197 -2 128 3
Operating profit 211 176 20 475
- 56
1 063 1 802 - 41
Change in surplus values, net 380 132 188 431
- 12
989 1 273 - 22
Business result 591 308 92 906
- 35
2 052 3 075 - 33
Cost/Income ratio 0,71 0,75 0,54 0,67 0,54
Business equity, SEK bn 7,5 7,5 7,5 7,5 7,5
Return on equity, %
based on operating profit 9,9 8,3 22,3 12,5 21,1
based on business result 27,7 14,5 42,5 24,1 36,1
Number of full time equivalents 1 226 1 250 1 218 1 233 1 201

• Lower operating profit reflecting difficult markets conditions and guarantee provisions

• Total premium income increased 10 per cent

• Positive sales development despite financial turbulence and increasingly competitive markets.

Comments on 2008

léÉê~íáåÖ=éêçÑáí=ÇÉÅêÉ~ëÉÇ=Äó=QN=éÉê=ÅÉåí=Åçãé~êÉÇ=ïáíÜ= ä~ëí=óÉ~êK=råáíJäáåâÉÇ=áåÅçãÉ=ÇÉÅêÉ~ëÉÇI=ã~áåäó=~ë=~=êÉëìäí= çÑ=Ñ~ääáåÖ=Éèìáíó=î~äìÉë=~åÇ=ÅìëíçãÉêëÛ=áåÅêÉ~ëÉÇ=êáëâ= ~ï~êÉåÉëëK=`ìëíçãÉêë=áåÅêÉ~ëáåÖäó=êÉ~ääçÅ~íÉÇ=Ñêçã=Éèìáíó= ÉñéçëìêÉë=íç=ÑáñÉÇ=áåÅçãÉ=~äíÉêå~íáîÉëK=qÜÉ=íê~Çáíáçå~ä= áåëìê~åÅÉ=éçêíÑçäáçë=áå=aÉåã~êâ=~åÇ=pïÉÇÉå=Ü~îÉ=~äëç= ÄÉÉå=åÉÖ~íáîÉäó=~ÑÑÉÅíÉÇ=Äó=íÜÉ=ÇÉíÉêáçê~íáåÖ=î~äìÉ=çÑ= ÉèìáíáÉë=~åÇ=ÑáñÉÇ=áåÅçãÉ=áåîÉëíãÉåíëK=c~ääáåÖ=äçåÖJíÉêã= áåíÉêÉëí=ê~íÉë=ÇìêáåÖ=íÜÉ=ëÉÅçåÇ=Ü~äÑ=çÑ=íÜÉ=óÉ~ê=~ÑÑÉÅíÉÇ=íÜÉ= áåëìê~åÅÉ=äá~ÄáäáíáÉë=åÉÖ~íáîÉäóK=qÜÉ=ã~êâÉí=î~äìÉJêÉä~íÉÇ= ÉÑÑÉÅíë=ã~áåäó=êÉéêÉëÉåíÉÇ=ìåêÉ~äáëÉÇ=äçëëÉëI=êÉÅçîÉê~ÄäÉ=áå= ~=ãçêÉ=åçêã~ä=ã~êâÉí=çêI=áå=íÜÉ=Å~ëÉ=çÑ=ÄçåÇëI=áÑ=ÜÉäÇ=íç= ã~íìêáíóK=qÜÉ=êÉëìäíë=Ñçê=êáëâ=éêçÇìÅíëI=ëìÅÜ=~ë=ëáÅâåÉëë= áåëìê~åÅÉ=~åÇ=Å~êÉ=éêçÇìÅíëI=ïÉêÉ=ÜáÖÜÉê=íÜ~å=ä~ëí=óÉ~êK==

^=éêçîáëáçå=çÑ=pbh=PRPãI=çÑ=ïÜáÅÜ=pbh=ONUã=áå=íÜÉ= ÑçìêíÜ=èì~êíÉêI=Ü~ë=ÄÉÉå=ã~ÇÉ=íç=ÅçîÉê=éçíÉåíá~ä=ÑìíìêÉ= Öì~ê~åíÉÉë=êÉä~íÉÇ=íç=íÜÉ=íê~Çáíáçå~ä=äáÑÉ=éçêíÑçäáç= íê~åëÑÉêêÉÇ=Ñêçã=kó~=iáî=áå=OMMTK=qÜÉ=éêçîáëáçå=áë=ã~áåäó= ã~êâÉí=î~äìÉJêÉä~íÉÇ=~åÇ=êÉÅçîÉê~ÄäÉ=áÑ=ÑìíìêÉ=áåîÉëíãÉåí= êÉíìêåë=~êÉ=~ÇÉèì~íÉ=íç=ãÉÉí=Öì~ê~åíÉÉÇ=Äçåìë=äÉîÉäë=çîÉê= íáãÉK==

léÉê~íáåÖ=ÉñéÉåëÉë=áåÅêÉ~ëÉÇ=ÇìÉ=íç=ÜáÖÜÉê=ë~äÉë=~åÇ= áåîÉëíãÉåíë=áå=åÉï=ã~êâÉíëK=qÜÉ=åìãÄÉê=çÑ=ëí~ÑÑ=êÉã~áåÉÇ= ëí~ÄäÉ=ÇìêáåÖ=íÜÉ=é~ëí=óÉ~êI=ÉñÅÉéí=Ñçê=~ÇÇáíáçåë=áå=íÜÉ= _~äíáÅ=ÅçìåíêáÉë=~åÇ=râê~áåÉK=^=êÉÇìÅíáçå=çÑ=ëí~ÑÑ=ï~ë= ã~ÇÉ=ÇìêáåÖ=íÜÉ=ÑçìêíÜ=èì~êíÉêK==

råáíJäáåâÉÇ=áåëìê~åÅÉ=êÉã~áåë=íÜÉ=ã~àçê=éêçÇìÅí= ÖêçìéI=êÉéêÉëÉåíáåÖ=TR=éÉê=ÅÉåí=EUMF=çÑ=íçí~ä=ë~äÉëK=qÜÉ=ëÜ~êÉ= çÑ=Åçêéçê~íÉ=éÉåëáçå=ÇÉÅêÉ~ëÉÇ=íç=SV=éÉê=ÅÉåí=ETOF=~ë=~= êÉëìäí=çÑ=ëíêçåÖ=ÖêçïíÜ=áå=íÜÉ=ÇÉã~åÇ=Ñçê=mçêíÑçäáç=_çåÇ= ~åÇ=ÉåÇçïãÉåí=éçäáÅáÉë=áå=pïÉÇÉåK==

qçí~ä=ë~äÉëI=ïÉáÖÜíÉÇ=îçäìãÉI=êçëÉ=Äó=NM=éÉê=ÅÉåí= Åçãé~êÉÇ=ïáíÜ=ä~ëí=óÉ~êK=qÜÉ=ëÜ~êÉ=çÑ=êÉÖìä~ê=éêÉãáìã= Åçåíê~Åíë=êÉã~áåÉÇ=ëí~ÄäÉ=~êçìåÇ=UM=éÉê=ÅÉåíK=mêáÅÉ= éêÉëëìêÉ=ÅçåíáåìÉë=íç=ÄÉ=~å=áëëìÉ=áå=íÜÉ=Åçêéçê~íÉ=ã~êâÉíë= áå=pïÉÇÉå=~åÇ=aÉåã~êâI=ïÜáÅÜ=ÅçãÄáåÉÇ=ïáíÜ=~=ÜáÖÜÉê= îçäìãÉ=çÑ=áåîÉëíãÉåí=êÉä~íÉÇ=éêçÇìÅíë=Ü~Ç=~=åÉÖ~íáîÉ= ÉÑÑÉÅí=çå=ã~êÖáåëK=qÜÉ=ë~äÉë=ã~êÖáå=ÇêçééÉÇ=íç=NUKT=éÉê= ÅÉåí=Åçãé~êÉÇ=ïáíÜ=OPKT=éÉê=ÅÉåí=áå=OMMTK==

få=pïÉÇÉåI=ë~äÉë=áåÅêÉ~ëÉÇ=Äó=U=éÉê=ÅÉåíK=få=aÉåã~êâI= ë~äÉë=êçëÉ=Äó=NM=éÉê=ÅÉåí=ïÜáäÉ=éêÉãáìã=áåÅçãÉ=áåÅêÉ~ëÉÇ= Äó=V=éÉê=ÅÉåíK=p~äÉë=áå=íÜÉ=_~äíáÅ=ÅçìåíêáÉë=ïÉêÉ=OM=éÉê=ÅÉåí= äçïÉê=íÜ~å=ä~ëí=óÉ~êI=ïÜáäÉ=ë~äÉë=çÑ=íÜÉ=mçêíÑçäáç=_çåÇ= éêçÇìÅí=áå=pïÉÇÉå=íÜêçìÖÜ=pb_=iáÑÉ=C=mÉåëáçå= fåíÉêå~íáçå~ä=áåÅêÉ~ëÉÇ=Äó=SU=éÉê=ÅÉåíK==

qçí~ä=éêÉãáìã=áåÅçãÉ=áåÅêÉ~ëÉÇ=Äó=NM=éÉê=ÅÉåíI=íç= pbh=OUKVÄå=Åçãé~êÉÇ=ïáíÜ=pbh=OSKQÄå=áå=OMMTK=qÜÉ=íçí~ä= î~äìÉ=çÑ=ìåáíJäáåâÉÇ=ÑìåÇë=ÇÉÅêÉ~ëÉÇ=Äó=NR=éÉê=ÅÉåíI=íç= pbh=NNRÄå=Åçãé~êÉÇ=ïáíÜ=pbh=NPSÄå=~í=óÉ~êJÉåÇ=OMMTK= qçí~ä=~ëëÉíë=ìåÇÉê=ã~å~ÖÉãÉåí=EåÉí=~ëëÉíëF=ÇÉÅêÉ~ëÉÇ=Äó= NP=éÉê=ÅÉåíI=íç=pbh=PRQÄåK

Result by geography 2008

pb_=çÑÑÉêë=ìåáîÉêë~ä=Ä~åâáåÖ=ëÉêîáÅÉë=áå=pïÉÇÉåI=dÉêã~åó=~åÇ=íÜÉ=_~äíáÅ=ÅçìåíêáÉë=J=bëíçåá~I=i~íîá~=~åÇ=iáíÜì~åá~K=fí=~äëç=Ü~ë=~=äçÅ~ä= éêÉëÉåÅÉ=áå=íÜÉ=çíÜÉê=kçêÇáÅ=ÅçìåíêáÉëI=mçä~åÇI=râê~áåÉ=~åÇ=oìëëá~=~åÇ=~=ÖäçÄ~ä=éêÉëÉåÅÉ=íÜêçìÖÜ=áíë=áåíÉêå~íáçå~ä=åÉíïçêâ=áå=~åçíÜÉê=NM= ÅçìåíêáÉëK=

  • Credit market turbulence and worsened economic conditions affected results in all markets
  • 65 per cent of operating profit was generated in Sweden*
  • Operating profit in the Baltic countries was negatively affected by increased provisions for credit losses

Comments on 2008

qÜÉ=ÉñíêÉãÉ=Çáëêìéíáçå=áå=íÜÉ=ÖäçÄ~ä=Ñáå~åÅá~ä=ã~êâÉíë=~åÇ= íÜÉ=ëÜ~êé=ÇÉíÉêáçê~íáçå=çÑ=íÜÉ=êÉ~ä=ÉÅçåçãó=ÇìêáåÖ=OMMU= ~ÇîÉêëÉäó=~ÑÑÉÅíÉÇ=pb_Ûë=çéÉê~íáçåë=áå=~ää=ã~êâÉíëK= eçïÉîÉêI=ìåÇÉêäóáåÖ=ÄìëáåÉëë=ï~ë=ëíêçåÖ=áå=ãçëí=~êÉ~ëK=

få=pïÉÇÉåI=çéÉê~íáåÖ=áåÅçãÉ=êçëÉ=ã~áåäó=ÇìÉ=íç= áãéêçîÉÇ=åÉí=áåíÉêÉëí=áåÅçãÉK=qÜáë=ï~ë=íç=~=ä~êÖÉ=ÉñíÉåí= íÜÉ=êÉëìäí=çÑ=~=ëìÄëí~åíá~ä=îçäìãÉ=ÖêçïíÜI=ëìééçêíÉÇ=Äó= ÅìêêÉåÅó=ÉÑÑÉÅíëK=léÉê~íáåÖ=ÉñéÉåëÉë=áåÅêÉ~ëÉÇI=ä~êÖÉäó=ÇìÉ= íç=ÜáÖÜÉê=Åçëíë=Ñçê=êÉÇìåÇ~åÅó=~åÇ=éÉåëáçåëK=cçê=íÜÉ=Ñáêëí= íáãÉ=áå=ã~åó=óÉ~êëI=pïÉÇÉå=~ÅÅçìåíÉÇ=Ñçê=íÜÉ=ã~àçê=é~êíI= çê=SR=éÉê=ÅÉåíI=çÑ=pb_Ûë=çéÉê~íáåÖ=éêçÑáíK==

få=aÉåã~êâ=~åÇ=kçêï~óI=pb_Ûë=Åçêéçê~íÉ=Ä~åâáåÖ= ÄìëáåÉëë=ÇÉîÉäçéÉÇ=ïÉääK=få=ÄçíÜ=ÅçìåíêáÉëI=ÜçïÉîÉêI=äçïÉê= ~ÅíáîáíáÉë=ïáíÜáå=áåîÉëíãÉåí=Ä~åâáåÖ=äÉÇ=íç=ÇÉÅêÉ~ëÉÇ= áåÅçãÉ=Åçãé~êÉÇ=ïáíÜ=ä~ëí=óÉ~êK=pb_Ûë=äáÑÉ=áåëìê~åÅÉ= ÄìëáåÉëë=áå=aÉåã~êâ=ï~ë=åÉÖ~íáîÉäó=~ÑÑÉÅíÉÇ=Äó=äçïÉê= î~äìÉëK=få=cáåä~åÇI=jÉêÅÜ~åí=_~åâáåÖ=êÉéçêíÉÇ=ëíêçåÖ= ÖêçïíÜ=ÄçíÜ=áå=íÉêãë=çÑ=ÄìëáåÉëë=îçäìãÉë=~åÇ=çéÉê~íáåÖ= éêçÑáíK=tÉ~äíÜ=j~å~ÖÉãÉåí=éÉêÑçêãÉÇ=ïÉää=áå=êÉä~íáîÉ= íÉêãëK==

få=íÜÉ=_~äíáÅ=êÉÖáçåI=áåÅçãÉ=êçëÉ=áå=iáíÜì~åá~I=ïÜáäÉ=áí= ÇÉÅêÉ~ëÉÇ=áå=bëíçåá~=~åÇ=i~íîá~K==

léÉê~íáåÖ=éêçÑáí=áå=~ää=íÜêÉÉ=ÅçìåíêáÉë=ï~ë=åÉÖ~íáîÉäó= ~ÑÑÉÅíÉÇ=Äó=áåÅêÉ~ëÉÇ=éêçîáëáçåë=Ñçê=ÅêÉÇáí=äçëëÉëI=êÉÑäÉÅíáåÖ= íÜÉ=ÇÉíÉêáçê~íáåÖ=ã~ÅêçÉÅçåçãáÅ=Åäáã~íÉK=qÜÉ=äÉîÉä=çÑ= áãé~áêÉÇ=äç~åë=áå=íÜÉ=_~äíáÅ=ÅçìåíêáÉë=ï~ë=åÉí=NKP=éÉê=ÅÉåí= ~åÇ=Öêçëë=PKN=éÉê=ÅÉåíX=áå=bëíçåá~=OKR=éÉê=ÅÉåíI=áå=i~íîá~= PKO=éÉê=ÅÉåí=~åÇ=áå=iáíÜì~åá~=PKQ=éÉê=ÅÉåíK=bñéÉåëÉë=êçëÉ= ÇìÉ=íç=ÜáÖÜ=áåÑä~íáçå=ê~íÉë=~åÇ=áåÅêÉ~ëÉÇ=Åçëíë=Ñçê=éêÉãáëÉë= ÑçääçïáåÖ=íÜÉ=éêçéÉêíó=ë~äÉë=áå=íÜÉ=íÜêÉÉ=ÅçìåíêáÉë=~í=íÜÉ=

Operating profit* January-December 2008

bñÅäìÇáåÖ=íÜÉ=éêçîáëáçå=Ñçê=iÉÜã~å=_êçíÜÉêÛë= Ä~åâêìéíÅó=ÑáäáåÖI=çéÉê~íáåÖ=éêçÑáí=çÑ=pb_=áå=dÉêã~åó= áåÅêÉ~ëÉÇ=áå=OMMUK=`çããáëëáçå=áåÅçãÉ=ïáíÜáå=jÉêÅÜ~åí= _~åâáåÖ=áåÅêÉ~ëÉÇ=~ë=ÇáÇ==ë~äÉë=çÑ=ÅçåëìãÉê=äÉåÇáåÖI= ãçêíÖ~ÖÉë=~åÇ=áåëìê~åÅÉK=kÉí=ÅêÉÇáí=äçëëÉë=áå=dÉêã~åó= ïÉêÉ=äçïÉê=íÜ~å=áå=OMMTK=

=qÜÉ=áåíÉÖê~íáçå=çÑ=íÜÉ=êÉÅÉåíäó=~ÅèìáêÉÇ=c~Åíçêá~ä=_~åâ= áå=râê~áåÉ=éêçÅÉÉÇÉÇ=~ÅÅçêÇáåÖ=íç=éä~åK=OQ=åÉï=Äê~åÅÜÉë= ïÉêÉ=çéÉåÉÇ=ÇìêáåÖ=íÜÉ=óÉ~êK=

ÉåÇ=çÑ=OMMTK==
Distribution by country Jan - Dec
Total operating income Total operating expenses Operating profit
SEK m 2008 2007 % 2008 2007 % 2008 2007 %
Sweden 22 507 20 489 10 -13 675 -12 265 11 8 344 8 145 2
Norway 2 902 2 942 -1 -1 464 -1 546 -5 1 172 1 302 -10
Denmark 2 232 2 823 -21 -1 407 -1 555 -10 556 1 232 -55
Finland 1 234 1 177 5 - 669 - 589 14 554 579 -4
Germany 5 956 6 148 -3 -4 967 -4 810 3 754 996 -24
Estonia 1 536 1 660 -7 - 715 - 649 10 309 1 090 -72
Latvia 1 637 1 649 -1 - 734 - 602 22 391 1 192 -67
Lithuania 2 498 2 386 5 -1 030 - 876 18 717 1 621 -56
Other countries and eliminations 638 1 166 -45 - 746 - 302 147 - 326 861 -138
Total 41 140 40 440 2 -25 407 -23 194 10 12 471 17 018 -27

* Adjusted for centralisation of CPM portfolios from U.S. to Sweden, which effects operating income and profit with SEK 1.8 bn in Q4 2008.

The SEB Group

Net fee and commission income – SEB Group

Q4 Q3 Q4 Jan - Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Issue of securities 27 47 - 43 61 - 56 172 335 - 49
Secondary market 444 654 - 32 859 - 48 2 769 3 751 - 26
Custody and mutual funds 1 931 1 623 19 1 763 10 7 022 7 165 - 2
Securities commissions 2 402 2 324 3 2 683 - 10 9 963 11 251 - 11
Payments 494 447 11 463 7 1 844 1 808 2
Card fees 1 094 1 066 3 1 087 1 4 300 4 093 5
Payment commissions 1 588 1 513 5 1 550 2 6 144 5 901 4
Advisory 327 329 - 1 316 3 1 118 1 473 - 24
Lending 291 258 13 294 - 1 1 004 1 055 - 5
Deposits 26 25 4 23 13 98 89 10
Guarantees 85 78 9 66 29 301 264 14
Derivatives 197 175 13 92 114 601 363 66
Other 124 168 - 26 235 - 47 648 1 004 - 35
Other commissions 1 050 1 033 2 1 026 2 3 770 4 248 - 11
Fee and commission income 5 040 4 870 3 5 259 - 4 19 877 21 400 - 7
Securities commissions - 228 - 226 1 - 195 17 - 970 - 902 8
Payment commissions - 641 - 593 8 - 619 4 -2 450 -2 373 3
Other commissions - 381 - 297 28 - 316 21 -1 203 -1 074 12
Fee and commission expense -1 250 -1 116 12 -1 130 11 -4 623 -4 349 6
Securities commissions, net 2 174 2 098 4 2 488 - 13 8 993 10 349 - 13
Payment commissions, net 947 920 3 931 2 3 694 3 528 5
Other commissions, net 669 736 - 9 710 - 6 2 567 3 174 - 19
Net fee and commission income 3 790 3 754 1 4 129 - 8 15 254 17 051 - 11

Net financial income – SEB Group

Q4 Q3 Q4 Jan - Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Equity instruments and related derivatives 420 489 -14 157 168 1 386 520 167
Debt instruments and related derivatives 54 - 503 -111 - 477 - 111 -1 505 - 101
Capital market related 474 - 14 - 320 - 119 419 -128
Currency-related 1 228 270 740 66 3 077 2 820 9
Other financial instruments 21 - 9 12
Net financial income 1 723 247 420 2 970 3 239 -8

Net credit losses - Group

Q4 Q3 Q4 Jan - Dec
SEK m 2008 2008 % 2007 % 2008 2007 %
Provisions:
Net collective provisions - 884 - 318 178 15 -1 303 - 390
Specific provisions - 788 - 331 138 - 231 -1 718 - 653 163
Reversal of specific provisions no longer required 142 71 100 163 -13 336 405 -17
Net provisions for contingent liabilities - 36 - 23 57 - 24 50 - 56 8
Net provisions -1 566 - 601 161 - 77 -2 741 - 630
Write-offs:
Total write-offs - 464 - 265 75 - 562 -17 -1 428 -1 395 2
Reversal of specific provisions utilized for write-offs 210 71 196 242 -13 699 711 -2
Write-offs not previously provided for - 254 - 194 31 - 320 -21 - 729 - 684 7
Recovered from previous write-offs 117 79 48 85 38 239 293 -18
Net write-offs - 137 - 115 19 - 235 -42 - 490 - 391 25
Net credit losses -1 703 - 716 138 - 312 -3 231 -1 021
Change in value of seized assets - 20 - 9 122 - 1 - 37 5
Net credit losses incl change in value -1 723 - 725 138 - 313 -3 268 -1 016

Balance sheet – SEB Group

Condensed 31 December 31 December
SEK m 2008 2007
Cash and cash balances with central banks 44 852 96 871
Loans to credit institutions 266 363 263 012
Loans to the public 1 296 777 1 067 341
Financial assets at fair value * 635 454 661 223
Available-for-sale financial assets * 163 115 170 137
Held-to-maturity investments * 1 997 1 798
Investments in associates 1 129 1 257
Tangible and intangible assets 29 511 24 697
Other assets 71 504 58 126
Total assets 2 510 702 2 344 462
Deposits by credit institutions 429 425 421 348
Deposits and borrowing from the public 841 034 750 481
Liabilities to policyholders 211 070 225 916
Debt securities 525 219 510 564
Financial liabilities at fair value 295 533 216 390
Other liabilities 71 565 97 519
Provisions 1 897 1 536
Subordinated liabilities 51 230 43 989
Total equity 83 729 76 719
Total liabilities and equity 2 510 702 2 344 462
* Of which bonds and other interest bearing securities inclusive derivatives. 628 675 608 016

Memorandum items – SEB Group

31 December 31 December
SEK m 2008 2007
Collateral and comparable security pledged for own liabilities 375 227 308 342
Other pledged assets and comparable collateral 152 142 207 363
Contingent liabilities 86 675 66 984
Commitments 416 533 394 128

Statement of changes in equity – SEB Group

Reserve for Reserve for
SEK m Minority
interests
cash flow
hedges
afs financial
assets
Share
capital
Restricted
reserves
Retained
earnings
Total
Jan-Dec 2008
Opening balance 191 160 - 438 6 872 29 757 40 177 76 719
Change in market value 1 623 -2 573 - 950
Recognised in income statement - 16 - 51 - 67
Translation difference 151 151
Net income recognised directly in equity 1 607 -2 624 151 - 866
Net profit 9 10 041 10 050
Total recognised income 9 1 607 -2 624 151 10 041 9 184
Dividend to shareholders -4 451 -4 451
Swap hedging of employee stock option programme
Eliminations of repurchased shares for employee
27 27
stock option programme* 183 183
Other changes - 8 2 949 - 874 2 067
Closing balance 192 1 767 -3 062 6 872 32 857 45 103 83 729
Jan-Dec 2007
Opening balance 130 380 392 6 872 30 203 29 290 67 267
Change in market value - 206 - 614 - 820
Recognised in income statement - 14 - 216 - 230
Translation difference 98 98
Net income recognised directly in equity - 220 - 830 98 - 952
Net profit 24 13 618 13 642
Total recognised income 24 - 220 - 830 98 13 618 12 690
Dividend to shareholders -4 079 -4 079
Swap hedging of employee stock option programme
Eliminations of repurchased shares for employee
- 428 - 428
stock option programme* 897 897
Other changes 37 - 544 879 372
Closing balance 191 160 - 438 6 872 29 757 40 177 76 719

* As of 31 December 2007 SEB owned 3.7 million Class A shares for the employee stock option programme. The acquisition cost for these shares is deducted from shareholders' equity. During 2008 1.5 million net of these shares have been sold as employee stock options have been exercised. Thus, as of 31 December SEB owned 2.2 million Class A-shares with a market value of SEK 133m for hedging of the long-term incentive programmes.

Cash flow statement – SEB Group

Jan - Dec
SEK m 2008 2007 %
Cash flow from the profit and loss statement 12 205 17 890 - 32
Increase (-)/decrease (+) in portfolios - 12 646 - 32 503 - 61
Increase (+)/decrease (-) in issued short term securities 13 276 72 454 - 82
Increase (-)/decrease (+) in lending to credit institutions 38 890 - 45 995 - 185
Increase (-)/decrease (+) in lending to the public - 162 529 - 116 298 40
Increase (+)/decrease (-) in liabilities to credit institutions 9 208 52 274 - 82
Increase (+)/decrease (-) in deposits and borrowings from the public 87 815 104 715 - 16
Increase (-)/decrease (+) in net investment contracts in insurance business 234 22 302 - 99
Change in other balance sheet items - 2 894 10 348 - 128
Cash flow from operating activities - 16 441 85 187 - 119
Cash flow from investment activities1) - 6 050 - 2 350 157
Cash flow from financing activities 2 653 38 397 - 93
Net increase in cash and cash equivalents - 19 838 121 234 - 116
Cash and cash equivalents at beginning of year 194 985 73 751 164
Net increase in cash and cash equivalents - 19 838 121 234 - 116
Cash and cash equivalents at end of period2) 175 147 194 985 - 10
1) Including investments in subsidiaries
Cost of acquisitions - 1 040 - 759 37
Less cash acquired 102 - 100
Outflow on acquisition - 1 040 - 657 58

2) Cash and cash equivalents at end of period is defined as Cash and cash balances with central banks and Loans to credit institutions payable on demand.

Impaired loans and seized assets – SEB Group

31 December 31 December
SEK m 2008 2007
Non-performing impaired loans 12 963 7 619
Performing impaired loans 948 772
Impaired loans gross* 13 911 8 391
Specific reserves - 5 022 - 3 787
of which reserves for non-performing loans - 4 679 - 3 456
of which reserves for performing loans - 343 - 331
Collective reserves - 4 197 - 2 602
Impaired loans net 4 692 2 002
Reserves for off-balance sheet items - 251 - 209
Total reserves - 9 470 - 6 598
Level of impaired loans
(Impaired loans, net in relation to lending, at end of period)
0.35% 0.18%
Reserve ratio for impaired loans
(Specific and collective reserves in relation to impaired loans
gross, per cent)
66.3% 76.1%
Specific reserve ratio for impaired loans 36.1% 45.1%
Pledges taken over
Properties 30 23
Shares 106 39
Total volume of pledges taken over 136 62

* Individually impaired loans.

The SEB share

Rating

Moody's
Outlook Negative
(December 2008)
Standard & Poor's
Outlook Negative
(October 2008)
Fitch
Outlook Stable
(July 2008)
DBRS
Outlook Stable
(July 2008)
Short Long Short Long Short Long Short Long
P-1 Aaa A-1+ AAA F1+ AAA R-1 (high) AAA
P-2 Aa1 A-1 AA+ F1 AA+ R-1 (middle) AA (high)
P-3 Aa2 A-2 AA F2 AA R-1 (low) AA
Aa3 A-3 AA- F3 AA- R-2 (high) AA (low)
A1 A+ A+ R-2 (middle) A
A2 A A R-2 (low) BBB
A3 A- A- R-3 BB
Baa1 BBB+ BBB+ R-4 B
Baa2 BBB BBB R-5 CCC CC C
Baa3 BBB- BBB- D D

SEB's major shareholders

Share of capital,
December 2008 per cent
Investor AB 20.7
Trygg-Stiftelsen 9.6
Alecta 5.3
Swedbank Robur Funds 3.8
AFA Försäkring 2.7
SEB Funds 1.9
4th AP-fund 1.9
AMF Pension 1.6
Wallenberg-foundations 1.5
SHB/SPP Funds 1.4
Foreign owners
Source: NCSD/SIS Ägarservice
18.6

Additional Information 2008

STOCKHOLM 5 FEBRUARY 2009

Appendix 1 The Life division

pb_=qêóÖÖ=iáî=áë=çåÉ=çÑ=íÜÉ=äÉ~ÇáåÖ=äáÑÉ=áåëìê~åÅÉ=Öêçìéë=áå= íÜÉ=kçêÇáÅ=êÉÖáçåK=léÉê~íáçåë=ÅçãéêáëÉ=áåëìê~åÅÉ= ëçäìíáçåë=ïáíÜáå=íÜÉ=áåîÉëíãÉåí=~åÇ=ëçÅá~ä=ëÉÅìêáíó=~êÉ~=Ñçê= áåÇáîáÇì~äë=~åÇ=Åçêéçê~íáçåëK=pb_=qêóÖÖ=iáî=éêçîáÇÉë=ÄçíÜ= ìåáíJäáåâÉÇ=~åÇ=íê~Çáíáçå~ä=áåëìê~åÅÉK=qÜÉ=Çáîáëáçå= çéÉê~íÉë=áå=pïÉÇÉåI=aÉåã~êâI=cáåä~åÇI=fêÉä~åÇI=iìñÉãJ ÄçìêÖI=bëíçåá~I=i~íîá~I=iáíÜì~åá~=~åÇ=râê~áåÉK=qÜÉ=Çáîáëáçå= áë=çêÖ~åáëÉÇ=áå=íÜêÉÉ=ÄìëáåÉëë=~êÉ~ëX=pb_=qêóÖÖ=iáî= pïÉÇÉåI=pb_=mÉåëáçå=aÉåã~êâ=~åÇ=pb_=iáÑÉ=C=mÉåëáçå= fåíÉêå~íáçå~äI=ëÉêîáåÖ=ëçãÉ=NKU=ãáääáçå=ÅìëíçãÉêëK=få= lÅíçÄÉê=OMMTI=cçåÇÑ∏êë®âêáåÖë~âíáÉÄçä~ÖÉí=pb_=qêóÖÖ=iáî= ~åÇ=kó~=iáîÑ∏êë®âêáåÖë~âíáÉÄçä~ÖÉí=pb_=qêóÖÖ=iáî=EÒkó~= iáîÒF=ãÉêÖÉÇK=kó~=iáî=ï~ë=çéÉê~íÉÇ=~ÅÅçêÇáåÖ=íç=ãìíì~ä= éêáåÅáéäÉë=~åÇ=åçí=ÅçåëçäáÇ~íÉÇ=áå=pb_=qêóÖÖ=iáîÛë=êÉëìäíëK= ^ÑíÉê=íÜÉ=ãÉêÖÉê=íÜÉ=êÉëìäí=çÑ=íÜáë=ÄìëáåÉëë=Ó=ïáíÜ=êÉëéÉÅí= íç=áåîÉëíãÉåí=áåÅçãÉ=~åÇ=áåëìê~åÅÉ=êáëâ=J=áë=ëíáää=~ääçÅ~íÉÇ= íç=íÜÉ=éçäáÅóÜçäÇÉêëK=eçïÉîÉêI=pb_=qêóÖÖ=iáî=Öì~ê~åíÉÉë= íÜÉ=Åçåíê~Åíì~ä=ÄÉåÉÑáíë=íç=íÜÉ=éçäáÅóÜçäÇÉêë=áå=íÜáë= ÄìëáåÉëëK=cêçã=j~ó=íç=^ìÖìëí=OMMUI=íÜÉ=éçäáÅóÜçäÇÉêë= ïÉêÉ=ÖáîÉå=~å=çÑÑÉê=çÑ=~=íê~åëÑÉê=Ñêçã=kó~=iáî=íç= cçåÇÑ∏êë®âêáåÖë~âíáÉÄçä~ÖÉí=pb_=qêóÖÖ=iáîK=qÜÉ= íê~åëÑÉêêÉÇ=~ãçìåí=íçí~ääÉÇ=pbh=NKOÄåK==

Comments on 2008

léÉê~íáåÖ=éêçÑáí=~ãçìåíÉÇ=íç=pbh=N=MSPãI=ïÜáÅÜ=ï~ë= pbh=TPVã=çê=QN=éÉê=ÅÉåí=äçïÉê=íÜ~å=ä~ëí=óÉ~êK=léÉê~íáåÖ= áåÅçãÉ=ÇÉÅêÉ~ëÉÇ=Äó=pbh=STMã=çê=NT=éÉê=ÅÉåíK=råáíJäáåâÉÇ= áåÅçãÉ=ÇÉÅêÉ~ëÉÇ=~ë=~=êÉëìäí=çÑ=ÇÉÅäáåáåÖ=Éèìáíó=î~äìÉë=~åÇ= ~=ëïáíÅÜ=íç=ãçêÉ=ÅçåëÉêî~íáîÉ=ÑáñÉÇ=áåÅçãÉ=~äíÉêå~íáîÉëI= ïÜáÅÜ=äÉÇ=íç=äçïÉê=ÑìåÇ=ÑÉÉëK=fåÅçãÉ=çíÜÉê=áåëìê~åÅÉ= áåÅäìÇÉë=íê~Çáíáçå~ä=áåëìê~åÅÉ=~åÇ=êáëâ=éêçÇìÅíëI=ëìÅÜ=~ë= ëáÅâåÉëë=áåëìê~åÅÉK=qÜÉ=ÇÉÅäáåÉ=áå=áåÅçãÉ=ï~ë=Å~ìëÉÇ=Äó= åÉÖ~íáîÉ=ã~êâÉí=î~äìÉ=~ÇàìëíãÉåíë=çÑ=áåîÉëíãÉåí=~ëëÉíë= ~åÇ=~=åÉÖ~íáîÉ=ÉÑÑÉÅí=Ñêçã=áåëìê~åÅÉ=äá~ÄáäáíáÉë=ÇìÉ=íç=äçïÉê= äçåÖJíÉêã=áåíÉêÉëí=ê~íÉëK=qÜÉ=êÉëìäí=Ñêçã=ëáÅâåÉëë=~åÇ= ÜÉ~äíÜ=áåëìê~åÅÉ=áãéêçîÉÇI=ÜçïÉîÉêI=Åçãé~êÉÇ=ïáíÜ=ä~ëí= óÉ~ê=ÇÉëéáíÉ=îçä~íáäÉ=áåîÉëíãÉåí=áåÅçãÉK=få=~ÇÇáíáçåI=~= éêçîáëçå=çÑ=pbh=PRPãI=çÑ=ïÜáÅÜ=pbh=ONUã=áå=íÜÉ=ÑçìêíÜ= èì~êíÉêI=Ü~ë=ÄÉÉå=ã~ÇÉ=íç=ÅçîÉê=éçíÉåíá~ä=ÑìíìêÉ=Öì~ê~åJ íÉÉë=êÉä~íÉÇ=íç=íÜÉ=íê~Çáíáçå~ä=äáÑÉ=éçêíÑçäáç=íê~åëÑÉêêÉÇ=Ñêçã= kó~=iáî=áå=OMMTK=qÜÉ=êÉëÉêîÉ=áë=ã~êâÉí=î~äìÉ=êÉä~íÉÇ=~åÇ= êÉÅçîÉê~ÄäÉI=áÑ=ÑìíìêÉ=áåîÉëíãÉåí=êÉíìêåë=~êÉ=~ÇÉèì~íÉ=íç= ãÉÉí=Öì~ê~åíÉÉÇ=Äçåìë=äÉîÉäë=çîÉê=íáãÉK=líÜÉê=áåÅçãÉ= ÇÉÅêÉ~ëÉÇI=~ë=áåÅçãÉ=Ñêçã=íÜÉ=~Çãáåáëíê~íáçå=çÑ=kó~=iáî=áë= áåÅäìÇÉÇ=áå=áåÅçãÉ=çíÜÉê=áåëìê~åÅÉI=~ÑíÉê=íÜÉ=ãÉêÖÉê=áå=

OMMTK=^é~êí=Ñêçã=íÜáë=ÉÑÑÉÅí=çíÜÉê=áåÅçãÉ=áåÅêÉ~ëÉÇ=ÇìÉ=íç= ëíêçåÖ=áåîÉëíãÉåí=áåÅçãÉ=áå=íÜÉ=áåîÉëíãÉåí=éçêíÑçäáç=Ñçê= çïå=~ÅÅçìåíK=

léÉê~íáåÖ=ÉñéÉåëÉë=êçëÉ=Äó=çåäó=pbh=SVã=çê=P=éÉê=ÅÉåíI= ÇÉëéáíÉ=ÜáÖÜÉê=ë~äÉë=îçäìãÉ=~åÇ=êÉä~íÉÇ=Åçããáëëáçåë=~åÇ= áåîÉëíãÉåíë=áå=åÉï=ã~êâÉíëK=

léÉê~íáåÖ=éêçÑáí=áå=pb_=mÉåëáçåI=aÉåã~êâI=áåÅêÉ~ëÉÇ= Äó=pbh=NOãI=íç=pbh=QUQãK=qÜÉ=áãéêçîÉãÉåí=ï~ë=ã~áåäó= ÇìÉ=íç=~=ëíêçåÖ=ä~ëí=èì~êíÉê=êÉíìêå=áå=íÜÉ=áåîÉëíãÉåí= éçêíÑçäáç=Ñçê=çïå=~ÅÅçìåíK=qÜÉ=ÉñéÉåëÉë=ïÉêÉ=éçëáíáîÉäó= ~ÑÑÉÅíÉÇ=Äó=ëçãÉ=çåÉJçÑÑ=áíÉãë=ÇìêáåÖ=íÜÉ=ÑçìêíÜ=èì~êíÉêK= qÜÉ=ÑçìêíÜ=èì~êíÉê=ÅçåíêáÄìíÉÇ=ïáíÜ=pbh=OPOã=çê=~äãçëí= Ü~äÑ=çÑ=íÜÉ=Ñìää=óÉ~ê=éêçÑáíK=qÜÉ=çéÉê~íáåÖ=éêçÑáí=áå=pb_= qêóÖÖ=iáî=pïÉÇÉåI=áåÅäìÇáåÖ=ÅÉåíê~ä=ÑìåÅíáçåëI=ÇÉÅäáåÉÇ=Äó= pbh=SMQã=íç=pbh=RNMãK=qÜÉ=ã~áå=êÉ~ëçåë=ïÉêÉ=íÜÉ=ÇÉÅäáåÉ= áå=ìåáíJäáåâÉÇ=áåÅçãÉ=~åÇ=íÜÉ=éêçîáëáçåë=êÉä~íÉÇ=íç=kó~= iáîK=qÜÉ=ÉñéÉåëÉë=ïÉêÉ=îáêíì~ääó=ìåÅÜ~åÖÉÇK=léÉê~íáåÖ= éêçÑáí=áå=pb_=iáÑÉ=C=mÉåëáçå=fåíÉêå~íáçå~ä=ÇÉÅäáåÉÇ=Äó= pbh=NQTã=íç=pbh=SVãK=qÜÉ=ÇÉÅêÉ~ëÉ=ï~ë=ã~áåäó=áåÅçãÉ= êÉä~íÉÇ=ïáíÜ=åÉÖ~íáîÉ=î~äì~íáçå=ÉÑÑÉÅíë=áå=áåîÉëíãÉåí=~ëëÉíë= çÑ=ëçãÉ=pbh=VMã=áå=íÜÉ=_~äíáÅ=áåëìê~åÅÉ=Åçãé~åáÉëK= léÉê~íáåÖ=ÉñéÉåëÉë=áåÅêÉ~ëÉÇ=Äó=ON=éÉê=ÅÉåíK=

qÜÉ=íçí~ä=î~äìÉ=çÑ=ìåáíJäáåâÉÇ=ÑìåÇë=~ãçìåíÉÇ=íç= pbh=NNRÄå=~í=óÉ~êJÉåÇ=Åçãé~êÉÇ=ïáíÜ=pbh=NPSÄå=ä~ëí=óÉ~êK= qçí~ä=~ëëÉíë=ìåÇÉê=ã~å~ÖÉãÉåí=~ãçìåíÉÇ=íç=pbh=PRQÄåI= Ççïå=Äó=NP=éÉê=ÅÉåí=Ñêçã=ä~ëí=óÉ~êK=

qçí~ä=ë~äÉëI=ïÉáÖÜíÉÇ=îçäìãÉI=~ãçìåíÉÇ=íç=pbh=QUKUÄåI= ~å=áåÅêÉ~ëÉ=çÑ=pbh=QKRÄå=çê=NM=éÉê=ÅÉåí=Åçãé~êÉÇ=ïáíÜ=ä~ëí= óÉ~êK=råáíJäáåâÉÇ=ë~äÉë=áå=pïÉÇÉå=áåÅêÉ~ëÉÇ=Äó=pbh=OKOÄåK= få=~ÇÇáíáçå=ë~äÉë=çÑ=íÜÉ=ìåáíJäáåâÉÇ=éêçÇìÅí=mçêíÑçäáç=_çåÇ= EÇÉéçí=ÉåÇçïãÉåí=áåëìê~åÅÉF=áåÅêÉ~ëÉÇ=Äó=pbh=NKRÄåK=qÜáë= éêçÇìÅí=áë=~ÅÅçìåíÉÇ=Ñçê=áå=íÜÉ=ÄìëáåÉëë=~êÉ~=fåíÉêå~íáçå~ä= Äìí=áë=éêáã~êáäó=ëçäÇ=íç=pïÉÇáëÜ=ÅìëíçãÉêëK=qê~Çáíáçå~ä= áåëìê~åÅÉ=ïáíÜáå=pb_=mÉåëáçå=áåÅêÉ~ëÉÇ=Äó=pbh=PKNÄåI= ïÜÉêÉ~ë=íÜÉ=ìåáíJäáåâÉÇ=ë~äÉë=ÇÉÅêÉ~ëÉÇ=Äó=pbh=NKUÄåK= p~äÉë=áå=íÜÉ=_~äíáÅ=Åçãé~åáÉë=ÇêçééÉÇ=Äó=~äãçëí=pbh=MKRÄå= íç=pbh=NKUÄåK=

SEB Trygg Liv, Sweden

qÜÉ=pïÉÇáëÜ=çéÉê~íáçåë=~êÉ=ÅçåÇìÅíÉÇ=é~êíäó=~ÅÅçêÇáåÖ=íç= ~=Ä~åâ=~ëëìê~åÅÉ=ÅçåÅÉéíI=áKÉK=~å=áåíÉÖê~íÉÇ=Ä~åâáåÖ=~åÇ= áåëìê~åÅÉ=ÄìëáåÉëëI=~åÇ=é~êíäó=íÜêçìÖÜ=áåëìê~åÅÉ= ãÉÇá~íçêë=~åÇ=çíÜÉê=ÉñíÉêå~ä=é~êíåÉêëK=qÜÉ=éìêéçëÉ=çÑ=íÜÉ= ÅçåÅÉéí=áë=íç=çÑÑÉê=pb_Ûë=ÅìëíçãÉêë=~=ÅçãéäÉíÉ=ê~åÖÉ=çÑ= éêçÇìÅíë=~åÇ=ëÉêîáÅÉë=ïáíÜáå=íÜÉ=Ñáå~åÅá~ä=~êÉ~K=p~îáåÖë=áå=

life insurance products, including pension savings, represent a growing share of the Swedish households' financial assets. According to the SEB "Sparbarometern" this share was 48 per cent by September 2008.

Market position

Sales focus is on unit-linked, which represents 75 per cent of total sales. SEB Trygg Liv is the market leader in Sweden within unit-linked insurance. The market share for the twelve month period to September 2008 was 23.8 per cent (23.6). Distribution channels are SEB's branch offices, own sales force and insurance mediators.

Significant occupational pension business

Corporate sales have gradually grown and increased the share of total sales. During 2008, however, this share decreased to 69 per cent (72). SEB Trygg Liv is the market leader within new business unit-linked occupational pension. The market share for the twelve month period to September 2008 was 19.0 per cent (20.7).

SEB Trygg Liv also offers administration and management of pension foundations. SEB Trygg Liv Pensionstjänst (Pension Service) is the leading Swedish company in this field.

Strong in the private market

In the private market SEB Trygg Liv has a strong position within new business unit-linked endowment insurance. The market share for the twelve month period to September 2008 was 31.3 per cent (28.2).

Sales of private pension savings were relatively stable. SEB's sales in this area consist mainly of IPS - Individual Pension Savings and "Enkla Pensionen", a unit-linked product with a guarantee.

SEB Pension, Denmark

SEB Pension's traditional life insurance operations in Denmark are carried out in a profit-sharing company and therefore included in the division's result. By hedging the investment portfolios, the market and investment risks are controlled in relation to guaranteed commitments to policyholders. Variations in investment returns can be absorbed to a great extent by accumulated buffer funds, called "collective bonus potential".

The result includes an additional accrued income of SEK 353m (SEK 50m at last year end) from the traditional life portfolios in Denmark. The total amount SEK 403m is placed in a "shadow account", according to Danish legislation regarding shareholder fee available for distribution in profit-sharing traditional life insurance. The amount is considered as restricted equity and not available for dividend to the shareholders of the company.

SEB Pension's products

SEB Pension sells savings, life, sickness and disability insurance to private individuals and corporate clients through private and corporate sales personnel, insurance mediators and Codan Forsikring (general insurance).

Savings insurance is available both as unit-linked and traditional insurance (in a profit-sharing company). In the private market unit-linked insurance accounts for almost 90 per cent of sales, while more than 50 per cent of the corporate market consists of traditional insurance, since certain collective agreement or companies do not allow unit-linked insurance to be the only component of an occupational pension plan.

The market for non-traditional life insurance, such as unit-linked, keeps expanding. This growth emanates mainly from the corporate segment, via insurance mediators.

Growing occupational pension market

The Danish occupational pension market has grown by approximately 10 per cent annually since year 2000, while the private market has shown virtually zero-growth. SEB Pension's growth rate within occupational pension has been in the range of 15-18 per cent in recent years, and the company has gained market shares accordingly.

SEB Pension's development in the private market has been in line with the general trend. Measured in terms of premium income, SEB Pension is the fourth largest life insurance company in Denmark. The market share in the unit-linked segment was around 10 per cent in 2007.

Distribution

Most insurance companies, including SEB Pension, have developed specialised private pension sales units that primarily concentrate on high-salary groups and customers with qualified advisory requirements.

Insurance mediators and the insurance companies' corporate sales personnel comprise the two dominant sales channels in the occupational pension market.

SEB Life & Pension International

SEB Life & Pension International includes operating subsidiaries in Ireland, Estonia, Latvia, Lithuania and Ukraine. The Irish company has branch officies in the UK, Luxembourg and Finland.

The operations of the Irish company SEB Life (Ireland) are focused primarily on sales of Portfolio Bond (depot endowment insurance). Sales are primarily concentrated on the Swedish market. The branch office in Luxembourg focus on sales via SEB Private Banking to Swedes living abroad. Since 2008 the Finnish branch office focus on sales to the Finnish market.

The Baltic subsidiaries concentrate primarily on unitlinked insurance but offer traditional insurance and sickness/disability insurance as well. 91 per cent of the sales volume is private and 9 per cent corporate paid.

Profit & loss account

Q4 Q3 Q2 Q1 Q4 Jan - Dec
SEKm 2008 2008 2008 2008 2007 2008 2007
Income unit-linked 459 469 491 484 553 1 903 2 142
Income other insurance 47 129 317 295 322 788 1 208
Other income 229 119 62 159 149 569 580
Total operating income 735 717 870 938 1 024 3 260 3 930
Operating expenses -623 -647 -583 -608 -623 -2 461 -2 306
Other expenses -1 -1 -20 -2 7 -24 -12
Change in deferred acquisition costs 100 107 41 40 67 288 190
Total expenses -524 -541 -562 -570 -549 -2 197 -2 128
Operating profit 1) 211 176 308 368 475 1 063 1 802
Change in surplus value, net 380 132 227 250 431 989 1 273
Business result 591 308 535 618 906 2 052 3 075
Financial effects due to market fluctuations 2) -914 -897 -196 -1 819 -436 -3 826 -62
Change in assumptions 2) -151 -1 38 -25 53 -139 53
Total result -474 -590 377 -1 226 523 -1 913 3 066
Business equity 7 500 7 500 7 500 7 500 7 500 7 500 7 500
Return on business equity 3)
based on operating profit, % 9,9% 8,3% 14,5% 17,3% 22,3% 12,5% 21,1%
based on business result, % 27,7% 14,5% 25,1% 29,0% 42,5% 24,1% 36,1%
Expense ratio, % 4) 8,1 9,7 8,2 8,2 8,0 8,5 8,7
1) SEB Trygg Liv, Sweden -14 172 282 222 321 662 1 222
SEB Pension, Denmark 232 34 61 157 111 484 472
SEB Life & Pension, International 27 1 22 19 51 69 216
Other including central functions etc -34 -31 -57 -30 -8 -152 -108
211 176 308 368 475 1 063 1 802

2) Effect on surplus values.

3) Annual basis after 12 per cent tax which reflects the divisions effective tax rate.

4) Operating expenses as percentage of premium income.

Sales volume insurance (weighted)

Q4 Q3 Q2 Q1 Q4 Jan - Dec
SEKm 2008 2008 2008 2008 2007 2008 2007
Total 12 939 10 686 11 884 13 314 12 018 48 823 44 339
SEB Trygg Liv Sweden 7 352 6 592 6 732 7 674 6 718 28 350 26 271
Traditional life and sickness/health insurance 349 340 367 564 510 1 620 1 791
Unit-linked insurance 7 003 6 252 6 365 7 110 6 208 26 730 24 480
Private paid 2 279 1 713 1 952 2 021 1 683 7 965 5 845
Corporate paid 5 073 4 879 4 780 5 653 5 035 20 385 20 426
SEB Pension Denmark 4 404 3 138 3 433 3 947 3 667 14 922 13 601
Traditional life and sickness/health insurance 2 953 2 050 2 269 2 302 1 811 9 574 6 493
Unit-linked insurance 1 451 1 088 1 164 1 645 1 856 5 348 7 108
Private paid 696 472 560 885 852 2 613 3 040
Corporate paid 3 708 2 666 2 873 3 062 2 815 12 309 10 561
SEB Life & Pension International 1 183 956 1 719 1 693 1 633 5 551 4 467
Traditional life and sickness insurance 342 285 212 152 192 991 639
Unit-linked insurance 841 671 1 507 1 541 1 441 4 560 3 828
Private paid 1 013 786 1 489 1 309 1 320 4 597 3 395
Corporate paid 170 170 230 384 313 954 1 072

Premium income and Assets under management

Q4 Q3 Q2 Q1 Q4 Jan - Dec
SEKm 2008 2008 2008 2008 2007 2008 2007
Premium income
Total 7 692 6 684 7 131 7 421 7 794 28 928 26 370
SEB Trygg Liv Sweden 4 085 4 247 3 750 4 048 4 098 16 130 15 370
Traditional life and sickness/health insurance 866 590 749 755 1 002 2 960 3 280
Unit-linked insurance 3 219 3 657 3 001 3 293 3 096 13 170 12 090
SEB Pension Denmark 2 517 1 753 1 902 1 726 2 319 7 898 7 219
Traditional life and sickness insurance 1 795 1 204 1 361 1 123 1 506 5 483 4 588
Unit-linked insurance 722 549 541 603 813 2 415 2 631
SEB Life & Pension International 1 090 684 1 479 1 647 1 377 4 900 3 781
Traditional life and sickness insurance 109 83 78 76 84 346 261
Unit-linked insurance 981 601 1 401 1 571 1 293 4 554 3 520
Assets under management, net assets *
Total 354 400 364 400 376 300 384 300 408 400 354 400 408 400
SEB Trygg Liv Sweden 242 000 260 300 274 800 281 400 303 600 242 000 303 600
Traditional life and sickness/health insurance 151 700 165 100 174 900 181 700 192 700 151 700 192 700
Unit-linked insurance 90 300 95 200 99 900 99 700 110 900 90 300 110 900
SEB Pension Denmark 95 900 86 500 83 100 85 100 87 300 95 900 87 300
Traditional life and sickness insurance 86 900 77 800 74 500 76 800 79 000 86 900 79 000
Unit-linked insurance 9 000 8 700 8 600 8 300 8 300 9 000 8 300
SEB Life & Pension International 16 500 17 600 18 400 17 800 17 500 16 500 17 500
Traditional life and sickness insurance 700 600 600 500 500 700 500
Unit-linked insurance 15 800 17 000 17 800 17 300 17 000 15 800 17 000

* rounded to whole 100 millions

Surplus value accounting Traditional insurance Denmark is not included Traditional

Denmark*
SEKm Q4
2008
Q3
2008
Q2
2008
Q1
2008
Q4
2007
Jan - Dec
2008
2007 Jan-Dec
2008
Surplus values, opening balance
Adjustment opening balance 1)
12 160
1
12 902 12 896
-69
14 496 14 085
334
14 496
-68
12 872
334
958
Present value of new sales 2)
Return/realised value on policies from previous periods
Actual outcome compared to assumptions 3)
267
-81
294
473
-79
-155
399
-72
-59
449
-71
-88
576
-127
49
1 588
-303
-8
1 773
-335
25
155
-163
99
Change in surplus values ongoing business, gross 480 239 268 290 498 1 277 1 463 91
Capitalisation of acquisition costs for the period
Amortisation of capitalised acquisition costs
-200
100
-244
137
-175
134
-188
148
-196
129
-807
519
-683
493
Change in surplus values ongoing business, net 4) 380 132 227 250 431 989 1 273 91
Financial effects due to short term market fluctuations 5)
Change in assumptions 6)
-914
-151
-897
-1
-196
38
-1 819
-25
-436
53
-3 826
-139
-62
53
-195
106
Total change in surplus values -685 -766 69 -1 594 48 -2 976 1 264 2
Exchange rate differences etc 73 24 6 -6 29 97 26 1
51
Surplus values, closing balance 7) 11 549 12 160 12 902 12 896 14 496 11 549 14 496 1 111

* Based on preliminary calculations - not included in the total figures for the division.

1) The Baltic countries are included from Q4 2007. Q2 2008 includes effects from an adjustment of the calculation method (mainly Denmark).

2) Sales defined as new contracts and extra premiums in existing contracts.

3) The reported actual outcome of contracts signed can be placed in relation to the operative assumptions that were made. Thus, the value of the deviations can be estimated. The most important components consist of extensions of contracts as well as cancellations. However, the actual income and administrative expenses are included in full in the operating result.

4) Deferred acquisition costs are capitalised in the accounts and amortised according to plan. The reported change in surplus values is therefore adjusted by the net result of the capitalisation and amortisation during the period.

5) Assumed unit growth is 5.5 per cent gross (before fees and taxes). Actual growth results in positive or negative financial effects.

6) During Q4 2008 the major negative net effect was due to adjustments of the surrender rate and the lapse rate. The lower assumed growth in fund assets had a negative effect which was more than offset by a positive effect from a lower discount rate. In 2007 the major positive effect was caused by adjustments of the administrative costs per policy.

7) Estimated surplus value according to the above are not included in the SEB Group's consolidated accounts. The closing balance is shown after the deduction of capitalised acquisition costs (SEK 3,351m at December 31, 2008).

Most important assumptions (Swedish customer base - which represent 94 per cent of the surplus value), per cent.
Discount rate 7.5 8.0
Surrender of endowment insurance contracts: contracts signed within 1 / 10
/
1 / 10 /
1 year / 2-4 years / 5 years / thereafter 20 / 11 10 / 12
Lapse rate of regular premiums, unit-linked 11 10
Growth in fund units, gross before fees and taxes 5.5 6.0
Inflation CPI / Inflation expenses 2 / 3 2 / 3
Expected return on solvency margin 4 4
Right to transfer policy, unit-linked 1 1
Mortality The Group's experience
Sensitivity to changes in assumptions (total division).
Change in discount rate +1 per cent -1 353 -1 452
-1 per cent 1 559 1 707
Change in value growth of investment assets +1 per cent 1 360 1 496
-1 per cent -1 200 -1 315

Surplus value accounting

Surplus values

pìêéäìë=î~äìÉë=~êÉ=íÜÉ=éêÉëÉåí=î~äìÉë=çÑ=ÑìíìêÉ=éêçÑáíë=Ñêçã= ïêáííÉå=áåëìê~åÅÉ=éçäáÅáÉëK=qÜÉó=~êÉ=Å~äÅìä~íÉÇ=íç=ÄÉííÉê= Éî~äì~íÉ=íÜÉ=éêçÑáí~Äáäáíó=çÑ=~=äáÑÉ=áåëìê~åÅÉ=ÄìëáåÉëë=ëáåÅÉ= ~å=áåëìê~åÅÉ=éçäáÅó=çÑíÉå=Ü~ë=~=äçåÖ=Çìê~íáçåK=fåÅçãÉ= ~ÅÅêìÉë=êÉÖìä~êäó=íÜêçìÖÜçìí=íÜÉ=Çìê~íáçå=çÑ=íÜÉ=éçäáÅóK=

`çëíëI=çå=íÜÉ=çíÜÉê=Ü~åÇI=ã~áåäó=~êáëÉ=~í=íÜÉ=éçáåí=çÑ=ë~äÉI= ïÜáÅÜ=äÉ~Çë=íç=~å=áãÄ~ä~åÅÉ=ÄÉíïÉÉå=áåÅçãÉ=~åÇ=Åçëíë=~í= íÜÉ=íáãÉ=ïÜÉå=~=éçäáÅó=áë=ëáÖåÉÇK==

qÜÉ=êÉéçêíáåÖ=áë=~ÅÅçêÇáåÖ=íç=áåíÉêå~íáçå~ä=éê~ÅíáÅÉ=~åÇ= áë=êÉîáÉïÉÇ=Äó=~å=ÉñíÉêå~ä=é~êíó=~ååì~ääóK=pìêéäìë=î~äìÉë=

are not consolidated in the SEB Group accounts. Surplus values relating to the traditional business in Denmark is not yet included in the total surplus values for the division. In the table above initial calculations are presented as supplementary information. Profit distribution between shareholders and policyholders in this business is defined by the so-called contribution principle. Surplus values are therefore the net present value of future profits allocated to the shareholders. As for unit-linked, the calculations are based on different assumptions, which are adjusted as required to correspond to the long term actual development. During 2008 there were positive effects of changes in assumptions mainly due to lower expenses per policy and a reduction in the surrender rate in combination with an increase in surrender fees.

New business profit

One way of measuring profitability of sales is to calculate the new business profit. Profit from new business, the net of present value of new sales and sales expenses, is measured in relation to the weighted sales volume.

SEKm Jan-Dec 2008 Jan-Dec 2007 Jan-Dec 2006 Jan-Dec 2005
Sales volume weighted (regular $+$ single/10) 3858 3689 3 3 4 5 3678
Present value of new sales 1 5 9 8 1 7 7 5 1788 1924
Sales expenses $-879$ $-901$ $-970$ $-1116$
Profit from new business 719 874 818 808
Sales margin new business 18,6% 23,7% 24.5% 22,0%

2007 and later is calculated for the total division. 2005 - 2006 is business area Sweden. The traditional insurance in Denmark is not included.

The margin during 2008 is adversely affected by a change in the product mix.

Embedded value

SEKm 31 Dec 2008 31 Dec 2007 31 Dec 2006 31 Dec 2005
Equity $1$ 8827 8836 8450 7 696
Surplus values 11 549 14 4 9 6 12872 10 755
1) Dividend paid to the parent company during the period $-1275$ $-1150$ $-400$

The traditional insurance in Denmark is not included in the surplus values.

Gamla Livförsäkringsaktiebolaget

Traditional insurance business is operated in Gamla Livförsäkringsaktiebolaget SEB Trygg Liv ("Gamla Liv"). The entity is operated according to mutual principles and is not consolidated in SEB Trygg Liv's result. Gamla Liv is closed for new business.

The policyholder organisation, Trygg Stiftelsen (the Trygg Foundation), has the purpose to secure policy holders' influence in Gamla Liv. The Trygg Foundation is entitled to:

  • •Appoint two board members of Gamla Liv and, jointly with SEB, appoint the Chairman of the Board, which consists of five members.
  • •Appoint the majority of members and the Chairman of the Finance Delegation, which is responsible for the asset management of Gamla Liv.

Appendix 2 Credit Exposure

TOTAL
31 Dec 2008 % 31 Dec 2007 %
Banks 285.6 14.8 247.6 16.0
Corporate 781.7 40.4 570.5 36.8
Finance and insurance 93.2 4.8 48.7 3.1
Wholesale and retail 86.7 4.5 70.5 4.5
Transportation 42.8 2.2 31.9 2.1
Shipping 38.2 2.0 21.5 1.4
Business and Household Services 148.6 7.7 117.0 7.5
Construction 22.4 1.2 19.7 1.3
Manufacturing 220.9 11.4 157.5 10.2
Agriculture, forestry and fishing 9.7 0.5 8.2 0.5
Mining and quarrying 20.0 1.0 10.5 0.7
Electricity, gas and water supply 48.8 2.5 32.7 2.1
Other 50.4 2.6 52.3 3.4
Property Management 262.3 13.6 212.0 13.7
Public Administration 118.9 6.1 87.6 5.6
Households 485.7 25.1 434.0 28.0
Housing loans 370.7 19.2 330.5 21.3
Other 115.0 5.9 103.5 6.7
Total credit portfolio 1 934.2 100 1 551.7 100.0
Repos 102.4 227.6
Credit institutions 42.2 97.2
General public 60.2 130.4
Bonds and other interest bearing securities* 446.7 523.3

*including Bonds reclassified from securities Securities held for trading and Available-for-sale financial assets to Loans.

Appendix 3a Capital base of the SEB financial group of undertakings

31 Dec 31 Dec
SEKm 2008 2007
Total equity according to balance sheet (1) 83 729 76 719
./. Proposed dividend (excl repurchased shares) 0 -4 442
./. Deductions for investments outside the financial group of undertakings (2) -76 -81
./. Other deductions outside the financial group of undertakings (3) -2 878 -2 975
= Total equity in the capital adequacy 80 775 69 221
Tier I capital contribution 12 371 10 907
Adjustment for hedge contracts (4) -1 395 237
Net provisioning amount for IRB-reported credit exposures (5) -1 133 -235
Unrealised value changes on available-for-sale financial assets (6) 3 062 572
./. Goodwill (7) -7 305 -6 079
./. Other intangible assets -2 090 -1 135
./. Deferred tax assets -1 822 -786
= Tier I capital 82 463 72 702
Dated subordinated debt 21 552 18 670
./. Deduction for remaining maturity -2 242 -1 414
Perpetual subordinated debt 14 421 14 256
Net provisioning amount for IRB-reported credit exposures (5) -1 133 -235
Unrealised gains on available-for-sale financial assets (6) 1 221 451
./. Deductions for investments outside the financial group of undertakings (2) -76 -81
= Tier II capital 33 743 31 647
./. Deductions for investments in insurance companies (8) -10 620 -10 592
./. Deduction for pension assets in excess of related liabilities (9) -863 -784
= Capital base 104 723 92 973

To note:

qçí~ä=Éèìáíó=~ÅÅçêÇáåÖ=íç=íÜÉ=Ä~ä~åÅÉ=ëÜÉÉí=ENF=áåÅäìÇÉë=íÜÉ= ÅìêêÉåí=óÉ~êÛë=éêçÑáí=ïÜáÅÜ=Ü~ë=ÄÉÉå=êÉîáÉïÉÇ=Äó=íÜÉ= ~ìÇáíçêëK==

aÉÇìÅíáçåë=EOF=Ñçê=áåîÉëíãÉåíë=çìíëáÇÉ=íÜÉ=Ñáå~åÅá~ä= Öêçìé=çÑ=ìåÇÉêí~âáåÖë=ëÜçìäÇ=ÄÉ=ã~ÇÉ=ïáíÜ=Éèì~ä=é~êíë= Ñêçã=qáÉê=f=~åÇ=qáÉê=ff=Å~éáí~äK=eçïÉîÉêI=áåîÉëíãÉåíë=áå= áåëìê~åÅÉ=Åçãé~åáÉë=ã~ÇÉ=ÄÉÑçêÉ=OM=gìäó=OMMS=Å~å=ÄÉ= ÇÉÇìÅíÉÇ=Ñêçã=íÜÉ=Å~éáí~ä=Ä~ëÉ=EUF=Ó=íÜáë=ÜçäÇë=Ñçê=pb_Ûë= áåîÉëíãÉåíë=áå=áåëìê~åÅÉ=Åçãé~åáÉëK==

qÜÉ=ÇÉÇìÅíáçå=EPF=Åçåëáëíë=çÑ=êÉí~áåÉÇ=É~êåáåÖë=áå= ëìÄëáÇá~êáÉë=çìíëáÇÉ=íÜÉ=Ñáå~åÅá~ä=Öêçìé=çÑ=ìåÇÉêí~âáåÖëK= qÜÉ=~ÇàìëíãÉåí=EQF=êÉÑÉêë=íç=ÇáÑÑÉêÉåÅÉë=áå=Üçï=ÜÉÇÖáåÖ= Åçåíê~Åíë=~êÉ=~ÅâåçïäÉÇÖÉÇ=~ÅÅçêÇáåÖ=íç=íÜÉ=Å~éáí~ä= ~ÇÉèì~Åó=êÉÖìä~íáçåI=~ë=Åçãé~êÉÇ=ïáíÜ=íÜÉ=éêÉé~ê~íáçå=çÑ= íÜÉ=Ä~ä~åÅÉ=ëÜÉÉíK==

fÑ=éêçîáëáçåë=~åÇ=î~äìÉ=~ÇàìëíãÉåíë=Ñçê=ÅêÉÇáí= ÉñéçëìêÉë=êÉéçêíÉÇ=~ÅÅçêÇáåÖ=íç=íÜÉ=fåíÉêå~ä=o~íáåÖ=_~ëÉÇ= ~ééêç~ÅÜ=Ñ~ää=ëÜçêí=çÑ=ÉñéÉÅíÉÇ=äçëëÉë=çå=íÜÉëÉ=ÉñéçëìêÉëI= íÜÉ=ÇáÑÑÉêÉåÅÉ=ERF=ëÜçìäÇ=ÄÉ=ÇÉÇìÅíÉÇ=áå=Éèì~ä=é~êíë=Ñêçã= qáÉê=f=~åÇ=qáÉê=ff=Å~éáí~äK=^=ÅçêêÉëéçåÇáåÖ=ÉñÅÉëë=Å~åI=ìé=íç= ~=ÅÉêí~áå=äáãáíI=ÄÉ=~ÇÇÉÇ=íç=íÜÉ=ëìééäÉãÉåí~êó=Å~éáí~äK=

cçê=^î~áä~ÄäÉ=cçê=p~äÉ=éçêíÑçäáçë=ESF=î~äìÉ=ÅÜ~åÖÉë=çå= ÇÉÄí=áåëíêìãÉåíë=ëÜçìäÇ=åçí=ÄÉ=~ÅâåçïäÉÇÖÉÇ=Ñçê=Å~éáí~ä= ~ÇÉèì~ÅóK=^åó=ëìêéäìë=~ííêáÄìí~ÄäÉ=íç=Éèìáíó=áåëíêìãÉåíë= ã~ó=ÄÉ=áåÅäìÇÉÇ=áå=qáÉê=ff=Å~éáí~äK=

dççÇïáää=áå=ETF=êÉä~íÉë=çåäó=íç=ÅçåëçäáÇ~íáçå=áåíç=íÜÉ= Ñáå~åÅá~ä=Öêçìé=çÑ=ìåÇÉêí~âáåÖëK=tÜÉå=ÅçåëçäáÇ~íáåÖ=íÜÉ= ÉåíáêÉ=dêçìéÛë=Ä~ä~åÅÉ=ëÜÉÉí=ÑìêíÜÉê=ÖççÇïáää=çÑ=pbh= RITROã=áë=ÅêÉ~íÉÇK=qÜáë=áë=áåÅäìÇÉÇ=áå=íÜÉ=áåëìê~åÅÉ= áåîÉëíãÉåíë=ìåÇÉê=EUF=~ÄçîÉK=

mÉåëáçå=ëìêéäìë=î~äìÉë=EVF=ëÜçìäÇ=ÄÉ=ÇÉÇìÅíÉÇ=Ñêçã=íÜÉ= Å~éáí~ä=Ä~ëÉI=ÉñÅÉéíáåÖ=ëìÅÜ=áåÇÉãåáÑáÅ~íáçå=~ë=éêÉëÅêáÄÉÇ= áå=íÜÉ=pïÉÇáëÜ=^Åí=çå=ë~ÑÉÖì~êÇáåÖ=çÑ=éÉåëáçå= ìåÇÉêí~âáåÖëK=

lå=PN=aÉÅÉãÄÉê=OMMUI=íÜÉ=é~êÉåí=Åçãé~åóDë==qáÉê=f= Å~éáí~ä=ï~ë=pbh=SSISUU=ERTIMTRFI=~åÇ=íÜÉ=êÉéçêíÉÇ=qáÉê=f= Å~éáí~ä=ê~íáç=ï~ë=VKV=éÉê=ÅÉåí=ENMKOFK=

Appendix 3b Capital requirements for the SEB financial group of undertakings

aìêáåÖ=OMMT=pb_=ìëÉÇ=~=ãáñÉÇ=~ééêç~ÅÜ=ïÜÉêÉ=Å~éáí~ä=êÉèìáêÉãÉåíë=Ñçê=pb_=^_I=pb_=^d=~åÇ=pb_=dóääÉåÄÉêÖ=ïÉêÉ=êÉéçêíÉÇ= ~ÅÅçêÇáåÖ=íç=_~ëÉä=ffI=ïÜáäÉ=_~ëÉä=f=êÉéçêíáåÖ=ï~ë=ìëÉÇ=Ñçê=êÉã~áåáåÖ=Åçãé~åáÉë=áå=íÜÉ=dêçìéK=cêçã=OMMU=~ää=pb_Ûë=êÉéçêíáåÖ= Ñçääçïë=_~ëÉä=ffK

Capital requirements 31 Dec 31 Dec
SEK m 2008 2007
Credit risk, IRB reported capital requirements
Institutions 4 472 4 506
Corporates (1) 37 158 21 420
Securitisation positions 572 174
Retail mortgages 4 627 3 409
Other exposure classes 559
Total for credit risk, IRB approach 47 388 29 509
Other Basel II reported capital requirements
Credit risk, Standardised approach (2) 11 610 6 227
Operational risk, Basic Indicator approach 3 723
Operational risk, Advanced Measurement approach 3 080
Foreign exchange rate risk 570 580
Trading book risks 2 775 4 010
Total, reporting according to Basel II 65 423 44 049
Reporting according to Basel I
Credit risk 14 859
Foreign exchange rate risk 0
Trading book risks 41
Total, reporting according to Basel I 14 900
Summary
Credit risk 58 998 50 595
Operational risk 3 080 3 723
Market risk 3 345 4 631
Total 65 423 58 949
Adjustment for flooring rules
Additional requirement according to transitional flooring (3) 13 460 8 409
Total reported 78 883 67 358

To note:

`çêéçê~íÉ=ÉñéçëìêÉë=ENF=ÉñÅäìÇÉ=ëìÅÜ=ëã~ää=Åçãé~åáÉë= ïÜÉêÉ=íÜÉ=íçí~ä=ÉñéçëìêÉ=ÇçÉë=åçí=ÉñÅÉÉÇ=ÅÉêí~áå= êÉÖìä~íçêóJÇÉÑáåÉÇ=íÜêÉëÜçäÇëK=

qÜÉ=pí~åÇ~êÇáëÉÇ=~ééêç~ÅÜ=EOF=áë=ìëÉÇ=Ñçê=ÅêÉÇáí=ÉñéçëìêÉë= íç=ÅÉåíê~ä=ÖçîÉêåãÉåíëI=ÅÉåíê~ä=Ä~åâë=~åÇ=äçÅ~ä=ÖçîÉêåJ ãÉåíë=~åÇ=~ìíÜçêáíáÉëI=~åÇ=íç=ÉñéçëìêÉë=ïÜÉêÉ=fo_= áãéäÉãÉåí~íáçå=áë=çåJÖçáåÖK=qÜÉ=êÉéçêíÉÇ=Å~éáí~ä= êÉèìáêÉãÉåí=áë=Ççãáå~íÉÇ=Äó=íÜÉ=`çêéçê~íÉ=~åÇ=oÉí~áä= ÉñéçëìêÉ=Åä~ëëÉëK=

få=_~ëÉä=ffI=ÅçìåíÉêé~êíó=êáëâ=EêÉéçëI=ëÉÅìêáíáÉë=äÉåÇáåÖI= ÇÉêáî~íáîÉëF=áå=íÜÉ=íê~ÇáåÖ=Äççâ=áë=êÉÑÉêêÉÇ=íç=ÅêÉÇáí=êáëâI= ~åÇ=åçí=íç=ã~êâÉí=êáëâ=~ë=áå=_~ëÉä=fK=

aìêáåÖ=óÉ~êë=OMMTLOMMULOMMV=áåëíáíìíáçåë=ëÜçìäÇ=Ü~îÉ=~= Å~éáí~ä=Ä~ëÉ=åçí=ÄÉäçï=VRLVMLUM=éÉê=ÅÉåí=çÑ=íÜÉ=Å~éáí~ä= êÉèìáêÉãÉåí=~ÅÅçêÇáåÖ=íç=_~ëÉä=f=êÉÖìä~íáçåK=qÜÉ=~ÇÇáíáçå= EPF=áë=ã~ÇÉ=áå=ÅçåëÉèìÉåÅÉ=ïáíÜ=íÜáë=íê~åëáíáçå~ä=êìäÉ=

Appendix 3c Capital adequacy analysis

Representing business volume as RWA (risk weighted assets, 12.5 times the capital requirement) the regulatory minima can be expressed as a total capital ratio of at least 8 per cent and a Tier I capital ratio of at least 4 per cent. However, and following the "second pillar" of the new framework, banks are expected to operate above this level. The margin supports SEB's high rating ambitions, covering risks that are not included in the capital adequacy regulation, and representing a buffer for the less benign phases of the business cycle. The Group's internal capital assessment process is based on the long term business plans and utilises SEB's economic capital model, supplemented e.g. with macro economic analysis and stress testing.

31 Dec 31 Dec
Capital adequacy 2008 2007
Capital resources
Tier I capital 82 4 63 72 702
Capital base 104 723 92 973
Capital adequacy without transitional floor (Basel II)
Capital requirement 65 4 23 58 949
Expressed as Risk weighted assets 817 788 736 864
Tier I capital ratio 10.1% 9,9%
Total capital ratio 12,8% 12,6%
Capital adequacy quotient (capital base / capital requirement) 1,60 1,58
Capital adequacy as officially reported with transitional rules (Basel II)
Transition floor applied 90% 95%
Capital requirement 78 883 67 358
Expressed as Risk weighted assets 986 034 841 974
Tier I capital ratio 8,4% 8,6%
Total capital ratio 10.6% 11,0%
Capital adequacy quotient (capital base / capital requirement) 1,33 1,38
Capital adequacy with risk weighting according to Basel I
Capital requirement 90 164 71 398
Expressed as Risk weighted assets 1 127 054 892 473
Tier I capital ratio 7.3% 8,1%
Total capital ratio 9,3% 10,4%
Capital adequacy quotient (capital base / capital requirement) 1.16 1,30

The following changes hold compared with 2007 when only SEB AB, SEB AG and SEB Gyllenberg were reported according to Basel II:

  • IRB reporting of exposures that previously followed Basel I. This mainly relates to retail, corporate and interbank $\circ$ exposures in Latvia, Lithuania and (from the third quarter of 2008) Estonia.
  • Basel II Standardised reporting of other credit exposures that previously followed Basel I. $\circ$
  • Operational risk reporting extended to the entire Group. After supervisory approval, the Group from the second quarter $\circ$ of 2008 reports the capital requirement for operational risk according to the Advance Measurement Approaches. Please note that the SEK 3 723bn reported at year end 2007 related to a subset of the SEB Group only; the currently reported number 3 080 can better be compared with the 5 428 reported (following the Basic Indicator approach) at the end of the first quarter 2008.

Overall Basel I RWA increased by 26 per cent over the year while Basel II RWA (before the effect of regulatory floors) increased with 11 per cent. Considering also the lowering of the regulatory floor from 95 per cent of Basel I (2007) to 90 per cent (2008), reported RWA increased from SEK 842bn to SEK 986bn over the year 2008.

Appendix 3 c continued

The following table exposes average risk weights (RWA divided by EAD, Exposure At Default) for IRB reported exposures classes. Changes over the year 2008 reflect both IRB reporting of new portfolios as well as changes in credit quality. Considering what was IRB reported already 2007, the average risk weight for corporate exposures at the reporting date is almost the same as one year ago. This is the net effect of an inflow of credits for core clients with strong ratings, and a certain downward bias in risk class migration.

RB reported credit exposures 31 Dec 31 Dec
Average risk weight 2008 2007
Institutions 16,3% 15.1%
Corporates 56,2% 53,4%
Securitisation positions 10.6% 7.4%
Retail mortgages 16,5% 16.1%

Un-floored Basel II RWA was 27 per cent lower than Basel I RWA. SEB uses a gradual roll-out of the Basel II framework; the ultimate target is to use IRB reporting for all credit exposures except those to central governments, central banks and local governments and authorities, and excluding a small number of insignificant portfolios. The current best estimate indicates that this would mean a reduction in total RWA (compared with Basel I, and as a business cycle average) of 35 per cent. This cannot be equated with a similar capital release, however, due to the new framework's increased business cycle sensitivity, supervisory evaluation and rating agency considerations.

Appendix 4 Risk and Capital Management

To best use the capital of the Group, and to assess the overall capital need, SEB uses an economic capital framework based on a "Capital at Risk" model. CAR gives a coherent quantification of the risks that the operations of the Group imply at each given point in time. It is based on statistical probability calculations of the Group's credit, market, insurance, operational and business risks.

The Group's total economic capital was SEK 76.6bn $(66.6)$ at the end of the year. The increase is mainly derived from expanding business volumes. Out of the total, credit risk constituted the larger portion with 62 per cent. Market, insurance, operational and business risk contribute with 5. 17, 8 and 8 per cent respectively. The Group's capital policy prescribes the allowed economic capital level, relative to shareholders' equity and other loss absorption items.

The Group's risk taking in trading operations is primarily measured by value at risk, VaR. The Group has chosen a level of 99 per cent probability and a ten-day period. The table below shows the risk exposures by risk type. The turbulence in the financial markets continued to cause high volatilities throughout the year. It was somewhat calmer during November but then again worsened in December. Even though the exposures in the trading book were reduced, the VaR figures rose due to increased market volatility. Consequently, average trading VaR during 2008 increased by 65 per cent from 2007.

SEKm Min Max 31 Dec 2008 Average 2008 Average 2007
Interest rate risk 57 282 203 146 64
Foreign exchange rate risk 165 132 34 21
Equity price risk 18 230 41 75 75
Diversification -111 $-104$ $-68$
Total 69 308 265 151 92

Appendix 5 Profit and loss accounts by division, business area and quarter

The SEB Group

Total

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full Year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 3,767 3,939 3,917 4,375 4,223 4,421 4,553 5,513 15,998 18,710
Net fee and commission income 4,277 4,544 4,101 4,129 3,801 3,909 3,754 3,790 17,051 15,254
Net financial income 1,311 1,345 163 420 -161 1,161 247 1,723 3,239 2,970
Net life insurance income 743 642 782 766 713 642 504 516 2,933 2,375
Net other income 95 249 530 345 226 270 163 1,172 1,219 1,831
Total operating income 10,193 10,719 9,493 10,035 8,802 10,403 9,221 12,714 40,440 41,140
Staff costs -3,796 -3,774 -3,564 -3,787 -3,899 -3,993 -3,752 -4,597 -14,921 -16,241
Other expenses -1,678 -1,768 -1,691 -1,782 -1,756 -2,098 -1,820 -1,968 -6,919 -7,642
Depreciation of assets -328 -342 -325 -359 -372 -354 -398 -400 -1,354 -1,524
Total operating expenses -5,802 -5,884 -5,580 -5,928 -6,027 -6,445 -5,970 -6,965 -23,194 -25,407
Profit before credit losses etc 4,391 4,835 3,913 4,107 2,775 3,958 3,251 5,749 17,246 15,733
Gains less losses from assets -1 2 787 3 1 2 788 6
Net credit losses including change in value
of seized assets -234 -280 -189 -313 -368 -452 -725 -1,723 -1,016 -3,268
Operating profit 4,157 4,554 3,726 4,581 2,410 3,507 2,526 4,028 17,018 12,471
Income tax expense -895 -1,032 -625 -824 -562 -699 -641 -519 -3,376 -2,421
Net profit continued operations 3,262 3,522 3,101 3,757 1,848 2,808 1,885 3,509 13,642 10,050
Discontinued operations 1 1 -2
Net profit 3,262 3,522 3,101 3,757 1,848 2,809 1,886 3,507 13,642 10,050
Attributable to minority interests 4 8 7 5 1 3 4 1 24 9
Attributable to equity holders 3,258 3,514 3,094 3,752 1,847 2,806 1,882 3,506 13,618 10,041

Merchant Banking

Total
------- --
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 1,328 1,377 1,407 1,498 1,525 1,538 1,738 2,613 5,610 7,414
Net fee and commission income 1,561 1,659 1,364 1,361 1,241 1,470 1,374 1,163 5,945 5,248
Net financial income 1,164 1,169 31 249 119 936 757 1,813 2,613 3,625
Net other income 51 183 411 194 44 72 83 342 839 541
Total operating income 4,104 4,388 3,213 3,302 2,929 4,016 3,952 5,931 15,007 16,828
Staff costs -1,098 -1,172 -921 -1,055 -964 -1,105 -867 -954 -4,246 -3,890
Other expenses -857 -877 -887 -868 -909 -937 -830 -918 -3,489 -3,594
Depreciation of assets -23 -17 -19 -26 -22 -21 -22 -30 -85 -95
Total operating expenses -1,978 -2,066 -1,827 -1,949 -1,895 -2,063 -1,719 -1,902 -7,820 -7,579
Profit before credit losses etc 2,126 2,322 1,386 1,353 1,034 1,953 2,233 4,029 7,187 9,249
Gains less losses from assets 2 3 1 1 2 5
Net credit losses -109 -115 -33 -69 -29 -27 -255 -593 -326 -904
Operating profit 2,017 2,207 1,353 1,286 1,008 1,926 1,979 3,437 6,863 8,350

Merchant Banking

Trading and Capital Markets

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 144 100 163 217 290 253 315 976 624 1,834
Net fee and commission income 636 718 627 655 528 782 594 372 2,636 2,276
Net financial income 1,155 1,156 -15 186 80 889 873 2,003 2,482 3,845
Net other income 12 27 283 14 10 14 8 -48 336 -16
Total operating income 1,947 2,001 1,058 1,072 908 1,938 1,790 3,303 6,078 7,939
Staff costs -499 -547 -405 -480 -430 -508 -380 -422 -1,931 -1,740
Other expenses -383 -384 -384 -387 -414 -414 -369 -432 -1,538 -1,629
Depreciation of assets -7 -6 -6 -9 -6 -7 -8 -10 -28 -31
Total operating expenses -889 -937 -795 -876 -850 -929 -757 -864 -3,497 -3,400
Profit before credit losses etc 1,058 1,064 263 196 58 1,009 1,033 2,439 2,581 4,539
Gains less losses from assets -1 -1 -1 -1
Net credit losses -22 -25 -38 -20 -13 -68 -196 -85 -297
Operating profit 1,036 1,039 224 196 37 996 965 2,243 2,495 4,241

Merchant Banking

Corporate Banking
SEKm Q 1
2007
Q 2
2007
Q 3
2007
Q 4
2007
Q 1
2008
Q 2
2008
Q 3
2008
Q 4
2008
Full year
2007
Full year
2008
Net interest income 849 884 856 918 871 884 1,031 1,269 3,507 4,055
Net fee and commission income 528 532 347 303 316 279 395 402 1,710 1,392
Net financial income -14 -9 22 37 22 29 -126 -207 36 -282
Net other income 34 147 123 170 28 56 73 387 474 544
Total operating income 1,397 1,554 1,348 1,428 1,237 1,248 1,373 1,851 5,727 5,709
Staff costs -501 -518 -421 -464 -427 -482 -384 -420 -1,904 -1,713
Other expenses -160 -165 -188 -121 -170 -185 -152 -158 -634 -665
Depreciation of assets -14 -9 -12 -14 -13 -13 -13 -16 -49 -55
Total operating expenses -675 -692 -621 -599 -610 -680 -549 -594 -2,587 -2,433
Profit before credit losses etc 722 862 727 829 627 568 824 1,257 3,140 3,276
Gains less losses from assets 1 2 4 1 3 5
Net credit losses -87 -87 7 -69 -9 -14 -180 -397 -236 -600
Operating profit 635 775 735 762 622 554 645 860 2,907 2,681

Merchant Banking

Global Transaction Services

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 335 393 388 363 364 400 394 368 1,479 1,526
Net fee and commission income 397 409 390 403 397 409 384 389 1,599 1,579
Net financial income 23 22 25 25 17 18 10 18 95 63
Net other income 5 8 5 10 5 3 3 2 28 13
Total operating income 760 832 808 801 783 830 791 777 3,201 3,181
Staff costs -98 -107 -96 -110 -106 -115 -105 -111 -411 -437
Other expenses -314 -328 -315 -360 -325 -338 -308 -330 -1,317 -1,301
Depreciation of assets -2 -2 -1 -3 -3 -1 -2 -2 -8 -8
Total operating expenses -414 -437 -412 -473 -434 -454 -415 -443 -1,736 -1,746
Profit before credit losses etc 346 395 396 328 349 376 376 334 1,465 1,435
Gains less losses from assets
Net credit losses -2 -2 -7 -4 -7
Operating profit 346 393 394 328 349 376 369 334 1,461 1,428
Total
SEKm Q 1
2007
Q 2
2007
Q 3
2007
Q 4
2007
Q 1
2008
Q 2
2008
Q 3
2008
Q 4
2008
Full year
2007
Full year
2008
Net interest income 2,276 2,429 2,444 2,549 2,551 2,593 2,755 2,851 9,698 10,750
Net fee and commission income 1,523 1,549 1,510 1,637 1,431 1,430 1,372 1,408 6,219 5,641
Net financial income 92 114 106 170 95 102 84 116 482 397
Net other income 22 35 38 64 23 85 26 110 159 244
Total operating income 3,913 4,127 4,098 4,420 4,100 4,210 4,237 4,485 16,558 17,032
Staff costs -1,018 -1,045 -1,087 -1,085 -1,154 -1,168 -1,148 -1,162 -4,235 -4,632
Other expenses -1,295 -1,324 -1,253 -1,414 -1,304 -1,348 -1,326 -1,471 -5,286 -5,449
Depreciation of assets -75 -87 -78 -78 -77 -76 -76 -82 -318 -311
Total operating expenses -2,388 -2,456 -2,418 -2,577 -2,535 -2,592 -2,550 -2,715 -9,839 -10,392
Profit before credit losses etc 1,525 1,671 1,680 1,843 1,565 1,618 1,687 1,770 6,719 6,640
Gains less losses from assets 2 2 2 4 2
Net credit losses -122 -161 -146 -286 -311 -440 -516 -1,113 -715 -2,380
Operating profit 1,403 1,510 1,536 1,559 1,254 1,178 1,171 659 6,008 4,262

Retail Banking

Retail Sweden

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 1,007 1,005 1,018 1,076 1,085 1,135 1,233 1,273 4,106 4,726
Net fee and commission income 462 415 409 460 393 364 349 384 1,746 1,490
Net financial income 56 77 65 105 57 69 50 74 303 250
Net other income 12 13 7 9 10 -1 5 4 41 1
8
Total operating income 1,537 1,510 1,499 1,650 1,545 1,567 1,637 1,735 6,196 6,484
Staff costs -390 -403 -410 -403 -450 -448 -445 -437 -1,606 -1,780
Other expenses -518 -527 -494 -554 -509 -536 -492 -564 -2,093 -2,101
Depreciation of assets -2 -13 -3 -3 -3 -4 -12 -16 -21 -35
Total operating expenses -910 -943 -907 -960 -962 -988 -949 -1,017 -3,720 -3,916
Profit before credit losses etc 627 567 592 690 583 579 688 718 2,476 2,568
Gains less losses from assets
Net credit losses -25 -19 -22 2 -10 -23 -53 -105 -64 -191
Operating profit 602 548 570 692 573 556 635 613 2,412 2,377
Retail Estonia
SEKm Q 1
2007
Q 2
2007
Q 3
2007
Q 4
2007
Q 1
2008
Q 2
2008
Q 3
2008
Q 4
2008
Full year
2007
Full year
2008
Net interest income 204 218 226 223 211 224 250 254 871 939
Net fee and commission income 82 91 88 91 86 90 79 76 352 331
Net financial income 13 14 15 22 9 8 9 13 64 39
Net other income 5 -2 18 3 61 2 24 21 9
0
Total operating income 299 328 327 354 309 383 340 367 1,308 1,399
Staff costs -48 -54 -58 -60 -59 -53 -57 -58 -220 -227
Other expenses -56 -59 -56 -65 -72 -90 -80 -88 -236 -330
Depreciation of assets -4 -5 -5 -4 -5 -5 -5 -5 -18 -20
Total operating expenses -108 -118 -119 -129 -136 -148 -142 -151 -474 -577
Profit before credit losses etc 191 210 208 225 173 235 198 216 834 822
Gains less losses from assets
Net credit losses -12 -17 -32 -153 -166 -202 -60 -81 -214 -509
Operating profit 179 193 176 72 7 33 138 135 620 313

Retail Banking

Retail Latvia

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 190 278 258 265 273 241 240 269 991 1,023
Net fee and commission income 74 89 86 89 44 48 49 60 338 201
Net financial income 6 7 11 8 10 7 10 12 32 39
Net other income -5 -8 -5 -6 3 1 7 -24 11
Total operating income 265 366 350 356 327 299 300 348 1,337 1,274
Staff costs -43 -51 -51 -58 -54 -59 -50 -61 -203 -224
Other expenses -73 -74 -74 -86 -87 -97 -89 -91 -307 -364
Depreciation of assets -7 -8 -8 -9 -9 -8 -9 -10 -32 -36
Total operating expenses -123 -133 -133 -153 -150 -164 -148 -162 -542 -624
Profit before credit losses etc 142 233 217 203 177 135 152 186 795 650
Gains less losses from assets
Net credit losses -8 -31 -28 -45 -38 -47 -159 -251 -112 -495
Operating profit 134 202 189 158 139 88 -7 -65 683 155

Retail Lithuania

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 315 380 388 433 412 381 400 399 1,516 1,592
Net fee and commission income 88 108 110 112 91 110 109 108 418 418
Net financial income 15 16 16 16 17 16 18 20 63 71
Net other income 8 8 3 12 8 3 10 30 31 51
Total operating income 426 512 517 573 528 510 537 557 2,028 2,132
Staff costs -74 -70 -75 -86 -85 -95 -97 -69 -305 -346
Other expenses -87 -99 -94 -123 -108 -114 -118 -137 -403 -477
Depreciation of assets -9 -9 -10 -10 -8 -8 -9 -9 -38 -34
Total operating expenses -170 -178 -179 -219 -201 -217 -224 -215 -746 -857
Profit before credit losses etc 256 334 338 354 327 293 313 342 1,282 1,275
Gains less losses from assets 2 2
Net credit losses -15 -44 -32 -34 -19 -32 -135 -540 -125 -726
Operating profit 241 290 308 320 308 261 178 -198 1,159 549

Retail Banking

Retail Germany
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 473 471 469 484 480 469 500 514 1,897 1,963
Net fee and commission income 374 350 350 330 340 307 313 270 1,404 1,230
Net financial income 3 3 1 -3 -3 3 -2
Net other income 6 6 28 16 1 12 11 35 56 5
9
Total operating income 853 827 847 833 824 789 821 816 3,360 3,250
Staff costs -293 -293 -328 -308 -327 -326 -329 -351 -1,222 -1,333
Other expenses -416 -405 -396 -410 -390 -363 -397 -431 -1,627 -1,581
Depreciation of assets -44 -45 -44 -43 -42 -41 -32 -31 -176 -146
Total operating expenses -753 -743 -768 -761 -759 -730 -758 -813 -3,025 -3,060
Profit before credit losses etc 100 84 79 72 65 59 63 3 335 190
Gains less losses from assets -1 2 2 1 2
Net credit losses -31 -16 -11 -8 -27 -23 -17 9 -66 -58
Operating profit 68 68 68 66 38 36 46 14 270 134

Cards

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 89 77 85 66 90 142 132 141 317 505
Net fee and commission income 436 487 462 543 469 508 468 510 1,928 1,955
Net financial income 17 17
Net other income 8 16 12 23 8 13 4 13 59 38
Total operating income 533 580 559 649 567 663 604 664 2,321 2,498
Staff costs -170 -173 -165 -171 -179 -187 -170 -187 -679 -723
Other expenses -145 -155 -141 -170 -138 -150 -150 -162 -611 -600
Depreciation of assets -8 -8 -9 -9 -10 -10 -10 -10 -34 -40
Total operating expenses -323 -336 -315 -350 -327 -347 -330 -359 -1,324 -1,363
Profit before credit losses etc 210 244 244 299 240 316 274 305 997 1,135
Gains less losses from assets 1 1
Net credit losses -31 -35 -19 -49 -51 -112 -94 -144 -134 -401
Operating profit 179 209 225 251 189 204 180 161 864 734

Wealth Management

Total
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 186 198 214 245 242 199 237 213 843 891
Net fee and commission income 1,024 1,086 988 979 958 820 784 1,119 4,077 3,681
Net financial income 14 16 3 46 20 8 14 25 79 67
Net other income 6 27 13 40 9 26 3 10 86 48
Total operating income 1,230 1,327 1,218 1,310 1,229 1,053 1,038 1,367 5,085 4,687
Staff costs -346 -314 -325 -355 -383 -367 -330 -347 -1,340 -1,427
Other expenses -253 -243 -255 -289 -288 -270 -249 -325 -1,040 -1,132
Depreciation of assets -13 -21 -12 -14 -24 -22 -25 -29 -60 -100
Total operating expenses -612 -578 -592 -658 -695 -659 -604 -701 -2,440 -2,659
Profit before credit losses etc 618 749 626 652 534 394 434 666 2,645 2,028
Gains less losses from assets -1 -1
Net credit losses -4 -5 -8 10 -25 23 -15 -7 -17
Operating profit 614 743 618 662 509 417 434 651 2,637 2,011

Wealth Management

Institutional Clients

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 44 41 49 56 56 62 65 54 190 237
Net fee and commission income 807 881 776 807 770 638 613 933 3,271 2,954
Net financial income 3 5 6 3 4 -2 22 17 24
Net other income 5 8 11 2 7 -3 2 26 6
Total operating income 859 935 842 868 837 697 676 1,011 3,504 3,221
Staff costs -216 -184 -197 -236 -242 -230 -203 -218 -833 -893
Other expenses -158 -147 -160 -188 -161 -160 -144 -197 -653 -662
Depreciation of assets -5 -5 -6 -6 -17 -16 -18 -22 -22 -73
Total operating expenses -379 -336 -363 -430 -420 -406 -365 -437 -1,508 -1,628
Profit before credit losses etc 480 599 479 438 417 291 311 574 1,996 1,593
Gains less losses from assets
Net credit losses
-1 -1
Operating profit 480 598 479 438 417 291 311 574 1,995 1,593

Wealth Management

Private Banking

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Net interest income 142 157 166 188 185 138 173 158 653 654
Net fee and commission income 215 205 212 172 188 181 173 184 804 726
Net financial income 11 12 -4 44 16 8 15 4 63 4
3
Net other income 1 18 2 40 2 31 9 61 42
Total operating income 369 392 376 444 391 358 361 355 1,581 1,465
Staff costs -130 -129 -128 -119 -140 -137 -128 -129 -506 -534
Other expenses -94 -97 -94 -103 -127 -112 -103 -127 -388 -469
Depreciation of assets -7 -16 -7 -8 -7 -6 -7 -7 -38 -27
Total operating expenses -231 -242 -229 -230 -274 -255 -238 -263 -932 -1,030
Profit before credit losses etc 138 150 147 214 117 103 123 92 649 435
Gains less losses from assets
Net credit losses -4 -5 -8 10 -25 23 -15 -7 -17
Operating profit 134 145 139 224 92 126 123 77 642 418

Life

Total
SEKm Q 1
2007
Q 2
2007
Q 3
2007
Q 4
2007
Q 1
2008
Q 2
2008
Q 3
2008
Q 4
2008
Full year
2007
Full year
2008
Net interest income -9 -6 -6 -7 -16 -13 -3 -4 -28 -36
Net life insurance income 981 907 1,039 1,031 954 883 720 739 3,958 3,296
Net other income
Total operating income 972 901 1,033 1,024 938 870 717 735 3,930 3,260
Staff costs -254 -263 -249 -284 -262 -285 -266 -292 -1,050 -1,105
Other expenses -130 -130 -149 -121 -148 -132 -126 -117 -530 -523
Depreciation of assets -130 -140 -134 -144 -160 -145 -149 -115 -548 -569
Total operating expenses -514 -533 -532 -549 -570 -562 -541 -524 -2,128 -2,197
Profit before credit losses etc 458 368 501 475 368 308 176 211 1,802 1,063
Gains less losses from assets
Net credit losses
Operating profit * 458 368 501 475 368 308 176 211 1,802 1,063
Change in surplus values 244 323 275 431 250 227 132 380 1,273 989
Business result 702 691 776 906 618 535 308 591 3,075 2,052

* Consolidated in the Group accounts

Other and eliminations

Total

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 Q 4 2008 2007 2008
Net interest income -14 -59 -142 90 -79 104 -174 -160 -125 -309
Net fee and commission income 169 250 239 152 171 189 224 100 810 684
Net financial income 41 46 23 -45 -395 115 -608 -231 65 -1,119
Net life insurance income -238 -265 -257 -265 -241 -241 -216 -223 -1,025 -921
Net other income 16 4 68 47 150 87 51 710 135 998
Total operating income -26 -24 -69 -21 -394 254 -723 196 -140 -667
Staff costs -1,080 -980 -982 -1,008 -1,136 -1,068 -1,141 -1,842 -4,050 -5,187
Other expenses 857 806 853 910 893 589 711 863 3,426 3,056
Depreciation of assets -87 -77 -82 -97 -89 -90 -126 -144 -343 -449
Total operating expenses -310 -251 -211 -195 -332 -569 -556 -1,123 -967 -2,580
Profit before credit losses etc -336 -275 -280 -216 -726 -315 -1,279 -927 -1,107 -3,247
Gains less losses from assets 783 1 -1 -1 783 -1
Net credit losses 1 1 -2 32 -3 -8 46 -2 32 33
Operating profit -335 -274 -282 599 -729 -322 -1,234 -930 -292 -3,215

The SEB Group

Net fee and commission income
SEKm Q 1
2007
Q 2
2007
Q 3
2007
Q 4
2007
Q 1
2008
Q 2
2008
Q 3
2008
Q 4
2008
Full year
2007
Full year
2008
Issue of securities 32 197 45 61 7 91 47 27 335 172
Secondary market 1 068 938 886 859 758 913 654 444 3 751 2 769
Custody and mutual funds 1 692 1 923 1 787 1 763 1 804 1 664 1 623 1 931 7 165 7 022
Securities commissions 2 792 3 058 2 718 2 683 2 569 2 668 2 324 2 402 11 251 9 963
Payments 459 446 440 463 439 464 447 494 1 808 1 844
Card fees 957 1 039 1 010 1 087 1 032 1 108 1 066 1 094 4 093 4 300
Payment commissions 1 416 1 485 1 450 1 550 1 471 1 572 1 513 1 588 5 901 6 144
Advisory 499 337 321 316 289 173 329 327 1 473 1 118
Lending 231 326 204 294 185 270 258 291 1 055 1 004
Deposits 27 17 22 23 23 24 25 26 89 98
Guarantees 68 62 68 66 67 71 78 85 264 301
Derivatives 96 81 94 92 113 116 175 197 363 601
Other 226 268 275 235 176 180 168 124 1 004 648
Other commissions 1 147 1 091 984 1 026 853 834 1 033 1 050 4 248 3 770
Total commission income 5 355 5 634 5 152 5 259 4 893 5 074 4 870 5 040 21 400 19 877
Securities commissions -204 -295 -208 -195 -241 -275 -226 -228 -902 -970
Payment commissions -576 -602 -576 -619 -585 -631 -593 -641 -2 373 -2 450
Other commissions -298 -193 -267 -316 -266 -259 -297 -381 -1 074 -1 203
Commission expense -1 078 -1 090 -1 051 -1 130 -1 092 -1 165 -1 116 -1 250 -4 349 -4 623
Securities commissions 2 588 2 763 2 510 2 488 2 328 2 393 2 098 2 174 10 349 8 993
Payment commissions 840 883 874 931 886 941 920 947 3 528 3 694
Other commissions 849 898 717 710 587 575 736 669 3 174 2 567
Net fee and commission income 4 277 4 544 4 101 4 129 3 801 3 909 3 754 3 790 17 051 15 254

The SEB Group

Net financial income

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Equity instruments and related derivatives 147 126 90 157 171 306 489 420 520 1,386
Debt instruments and related derivatives 645 513 -782 -477 -1,164 108 -503 54 -101 -1,505
Capital market related 792 639 -692 -320 -993 414 -14 474 419 -119
Currency related 519 706 855 740 832 747 270 1,228 2,820 3,077
Other financial instruments -9 21 12
Net financial income 1,311 1,345 163 420 -161 1,161 247 1,723 3,239 2,970

Appendix 6 Profit and loss accounts by geography and quarter

Sweden

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 4 965 5 342 4 506 5 676 5 096 4 850 5 144 7 417 20 489 22 507
Total operating expenses -3 157 -3 107 -2 689 -3 312 -3 384 -3 643 -3 276 -3 372 -12 265 -13 675
Profit before credit losses etc 1 808 2 235 1 817 2 364 1 712 1 207 1 868 4 045 8 224 8 832
Gains less losses from assets
Net credit losses - 13 - 113 - 32 79 - 19 - 38 - 162 - 269 - 79 - 488
Operating profit 1 795 2 122 1 785 2 443 1 693 1 169 1 706 3 776 8 145 8 344

Adjusted for centralisation of CPM portfolios from US to Sweden, which effects operating income and profit with SEK 1,8 bn in Q4 2008.

Norway

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 853 701 611 777 560 729 624 989 2 942 2 902
Total operating expenses - 442 - 387 - 250 - 467 - 323 - 390 - 350 - 401 -1 546 -1 464
Profit before credit losses etc 411 314 361 310 237 339 274 588 1 396 1 438
Gains less losses from assets
Net credit losses - 37 - 15 - 37 - 5 - 60 - 61 - 39 - 106 - 94 - 266
Operating profit 374 299 324 305 177 278 235 482 1 302 1 172

Denmark

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 754 664 706 699 604 492 521 615 2 823 2 232
Total operating expenses - 356 - 433 - 361 - 405 - 356 - 385 - 332 - 334 -1 555 -1 407
Profit before credit losses etc 398 231 345 294 248 107 189 281 1 268 825
Gains less losses from assets
Net credit losses - 8 - 8 - 20 - 23 - 24 - 30 - 192 - 36 - 269
Operating profit 398 223 337 274 225 83 159 89 1 232 556
Finland
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 247 296 282 352 281 348 303 302 1 177 1 234
Total operating expenses - 137 - 160 - 136 - 156 - 152 - 176 - 161 - 180 - 589 - 669
Profit before credit losses etc 110 136 146 196 129 172 142 122 588 565
Gains less losses from assets
Net credit losses - 4 - 2 - 1 - 2 - 2 - 4 - 2 - 3 - 9 - 11
Operating profit 106 134 145 194 127 168 140 119 579 554
Germany
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 1 620 1 676 1 334 1 518 1 356 1 921 1 139 1 540 6 148 5 956
Total operating expenses -1 140 -1 148 -1 231 -1 291 -1 210 -1 155 -1 186 -1 416 -4 810 -4 967
Profit before credit losses etc 480 528 103 227 146 766 - 47 124 1 338 989
Gains less losses from assets - 1 - 1 1 2 2 - 1 4
Net credit losses - 149 - 51 - 16 - 125 - 40 - 31 - 108 - 60 - 341 - 239
Operating profit 331 476 86 103 108 735 - 155 66 996 754

Estonia

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 388 445 400 427 328 503 400 305 1 660 1 536
Total operating expenses - 151 - 169 - 155 - 174 - 137 - 215 - 171 - 192 - 649 - 715
Profit before credit losses etc 237 276 245 253 191 288 229 113 1 011 821
Gains less losses from assets 298 298
Net credit losses - 12 - 17 - 32 - 158 - 166 - 202 - 61 - 83 - 219 - 512
Operating profit 225 259 213 393 25 86 168 30 1 090 309
Latvia
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 329 424 426 470 410 388 393 446 1 649 1 637
Total operating expenses - 137 - 149 - 146 - 170 - 176 - 187 - 171 - 200 - 602 - 734
Profit before credit losses etc 192 275 280 300 234 201 222 246 1 047 903
Gains less losses from assets 1 256 257
Net credit losses - 8 - 30 - 28 - 46 - 39 - 47 - 171 - 255 - 112 - 512
Operating profit 184 245 253 510 195 154 51 - 9 1 192 391
Lithuania
Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 508 609 593 676 597 633 659 609 2 386 2 498
Total operating expenses - 195 - 202 - 215 - 264 - 232 - 264 - 268 - 266 - 876 -1 030
Profit before credit losses etc 313 407 378 412 365 369 391 343 1 510 1 468
Gains less losses from assets 2 232 1 234 1
Net credit losses - 12 - 43 - 33 - 35 - 18 - 35 - 139 - 560 - 123 - 752
Operating profit 301 364 347 609 347 334 252 - 216 1 621 717

Other countries and eliminations

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 529 562 635 - 560 - 430 539 38 491 1 166 638
Total operating expenses - 87 - 129 - 397 311 - 57 - 30 - 55 - 604 - 302 - 746
Profit before credit losses etc 442 433 238 - 249 - 487 509 - 17 - 113 864 - 108
Gains less losses from assets 1 1 - 1 1
Net credit losses 1 - 1 - 2 - 1 - 1 - 10 - 13 - 195 - 3 - 219
Operating profit 443 432 236 - 250 - 487 500 - 30 - 309 861 - 326

Adjusted for centralisation of CPM portfolios from US to Sweden, which effects operating income and profit with SEK 1,8 bn in Q4 2008.

SEB Group Total

Q 1 Q 2 Q 3 Q 4 Q 1 Q 2 Q 3 Q 4 Full year Full year
SEKm 2007 2007 2007 2007 2008 2008 2008 2008 2007 2008
Total operating income 10 193 10 719 9 493 10 035 8 802 10 403 9 221 12 714 40 440 41 140
Total operating expenses -5 802 -5 884 -5 580 -5 928 -6 027 -6 445 -5 970 -6 965 -23 194 -25 407
Profit before credit losses etc 4 391 4 835 3 913 4 107 2 775 3 958 3 251 5 749 17 246 15 733
Gains less losses from assets - 1 2 787 3 1 2 788 6
Net credit losses - 234 - 280 - 189 - 313 - 368 - 452 - 725 -1 723 -1 016 -3 268
Operating profit 4 157 4 554 3 726 4 581 2 410 3 507 2 526 4 028 17 018 12 471

Appendix 7 Skandinaviska Enskilda Banken (parent company)

Income statement – Skandinaviska Enskilda Banken

In accordance with SFSA regulations Q4 Q3 Q4 Jan - Dec
SEKm 2008 2008 % 2007 % 2008 2007 %
Interest income 23 924 12 370 93 9 117 162 59 786 43 913 36
Leasing income 1 673 1 562 7 5 463 -69 6 372 6 154 4
Interest expense -21 835 -10 658 105 -6 844 -52 987 -38 464 38
Net interest income 1)
Dividends received 462 8 2 082 -78 2 715 3 925 -31
Commission income 2) 1 964 1 881 4 2 117 -7 7 473 8 455 -12
Commission costs 2) - 481 - 376 28 - 351 37 -1 480 -1 331 11
Net commission income 2) 1 483 1 505 -1 1 766 -16 5 993 7 124 -16
Net financial income 3) 2 556 - 137 240 3 236 2 490 30
Other operating income 2 145 319 - 519 2 935 658
Total income 10 408 4 969 109 11 305 -8 28 050 25 800 9
Staff costs -2 602 -2 136 22 -2 160 20 -9 274 -8 611 8
Other administrative and operating costs -1 120 -1 088 3 -1 078 4 -4 471 -3 978 12
Depreciation of assets -1 280 -1 168 10 -4 537 -72 -4 814 -4 847 -1
Total costs -5 002 -4 392 14 -7 775 -36 -18 559 -17 436 6
Profit/loss from banking operations before
credit losses 5 406 577 3 530 53 9 491 8 364 13
Net credit losses 4) - 564 - 187 59 - 773 - 24
Change in value of seized assets
Impairment financial assets - 73 - 35 109 - 34 115 - 121 - 106 14
Operating profit 4 769 355 3 555 34 8 597 8 234 4
Pension compensation 128 104 23 99 29 434 362 20
Profit before appropriation and tax 4 897 459 3 654 34 9 031 8 596 5
Other appropriations -3 188 1 249 - 249 -2 117 - 520
Current tax 325 - 63 - 491 -166 - 4 - 800 -100
Deferred tax 1 304 362 1 304 209
Net profit 3 338 1 645 103 3 276 2 8 214 7 485 10

1) Net interest income - Skandinaviska Enskilda Banken

Q4 Q3 Q4 Jan - Dec
SEKm 2008 2008 % 2007 % 2008 2007 %
Interest income 23 924 12 370 93 9 117 162 59 786 43 913 36
Leasing income 1 673 1 562 7 5 463 - 69 6 372 6 154 4
Interest costs -21 835 -10 658 105 -6 843 -52 987 -38 464 38
Leasing depreciation -1 177 -1 128 4 -4 502 - 74 -4 604 -4 735 - 3
Net interest income 2 585 2 146 20 3 235 - 20 8 567 6 868 25

2) Net fee and commission income - Skandinaviska Enskilda Banken

Q4 Q3 Q4 Jan - Dec
SEKm 2008 2008 % 2007 % 2008 2007 %
Securities commissions 976 936 4 1 208 - 19 3 936 4 787 - 18
Payment commissions 359 317 13 320 12 1 307 1 279 2
Other commissions 628 628 589 7 2 229 2 389 - 7
Commission income 1 963 1 881 4 2 117 - 7 7 472 8 455 - 12
Securities commissions - 67 - 68 - 1 - 72 - 7 - 267 - 260 3
Payment commissions - 162 - 132 23 - 135 20 - 526 - 520 1
Other commissions - 251 - 176 43 - 144 74 - 686 - 551 25
Commission expense - 480 - 376 28 - 351 37 -1 479 -1 331 11
Securities commissions, net 909 868 5 1 136 - 20 3 669 4 527 - 19
Payment commissions, net 197 185 6 185 6 781 759 3
Other commissions, net 377 452 - 17 445 - 15 1 543 1 838 - 16
Net fee and commission income 1 483 1 505 - 1 1 766 - 16 5 993 7 124 - 16

3) Net financial income - Skandinaviska Enskilda Banken

Q4 Q3 Q4 Jan - Dec
SEKm 2008 2008 % 2007 % 2008 2007 %
Equity instruments and related derivatives 365 322 13 404 - 10 1 002 587 71
Debt instruments and related derivatives 984 - 416 - 540 - 176 - 104 69
Capital market related 1 349 - 94 - 136 826 483 71
Currency-related 1 207 - 43 376 2 410 2 007 20
Net financial income 2 556 - 137 240 3 236 2 490 30

4) Net credit losses - Skandinaviska Enskilda Banken

Q4 Q3 Q4 Jan - Dec
SEKm 2008 2008 % 2007 % 2008 2007 %
Provisions:
Net collective provisions - 384 - 15 95 - 393 38
Specific provisions - 173 - 156 11 - 46 - 347 - 51
Reversal of specific provisions no longer
required 19 11 73 21 -10 39 25 56
Net provisions for contingent liabilities
Net provisions - 538 - 160 70 - 701 12
Write-offs:
Total write-offs - 55 - 46 20 - 46 20 - 192 - 160 20
Reversal of specific provisions utilized for
write-offs 5 9 -44 5 70 53 32
Write-offs not previously provided for - 50 - 37 35 - 41 22 - 122 - 107 14
Recovered from previous write-offs 24 10 140 30 -20 50 71 -30
Net write-offs - 26 - 27 -4 - 11 136 - 72 - 36 100
Net credit losses - 564 - 187 59 - 773 - 24
Change in value of seized assets
Net credit losses incl. change in value of
seized assets
- 564 - 187 59 - 773 - 24

Balance sheet - Skandinaviska Enskilda Banken

Condensed 31 December 31 December
SEKm 2008 2007
Cash and cash balances with central banks 10 670 1 758
Loans to credit institutions 349 073 357 482
Loans to the public 768 737 637 138
Financial assets at fair value 386 802 367 985
Available-for-sale financial assets 26 897 62 085
Held-to-maturity investments 3 263 3 348
Investments in associates 1 011 1 063
Shares in subsidiaries 60 063 51 936
Tangible and intangible assets 41 412 35 497
Other assets 60 572 41 027
Total assets 1 708 500 1 559 319
Deposits by credit institutions 410 105 367 699
Deposits and borrowing from the public 453 697 412 499
Debt securities 394 246 408 002
Financial liabilities at fair value 279 512 201 761
Other liabilities 55 657 67 093
Provisions 789 271
Subordinated liabilities 50 199 43 046
Untaxed reserves 21 136 19 016
Total equity 43 159 39 932
Total liabilities and shareholders' equity 1 708 500 1 559 319

Memorandum items - Skandinaviska Enskilda Banken

31 December 31 December
SEK m 2008 2007
Collateral and comparable security pledged for own liabilities 242 395 146 563
Other pledged assets and comparable collateral 37 737 73 510
Contingent liabilities 62 260 50 909
Commitments 261 252 259 024

Statement of changes in equity - Skandinaviska Enskilda Banken

Reserve for Reserve for
cash flow afs financial Share Restricted Retained
SEKm hedges assets capital reserves earnings Total
Jan-Dec 2008
Opening balance 190 - 408 6 872 12 260 21 018 39 932
Change in market value 1 563 -2 242 - 679
Recognised in income statement - 16 65 49
Translation difference - 195 - 195
Net income recognised directly in equity 1 547 -2 177 - 195 - 825
Net profit 8 214 8 214
Total recognised income 1 547 -2 177 8 019 7 389
Dividend to shareholders -4 451 -4 451
Group contributions net after tax 500 500
Swap hedging of employee stock option programme
Eliminations of repurchased shares for employee
27 27
stock option programme* 183 183
Other changes - 421 - 421
Closing balance 1 737 -2 585 6 872 12 260 24 875 43 159
Jan-Dec 2007
Opening balance
367 212 6 872 12 804 15 558 35 813
Change in market value - 163 - 653 - 816
Recognised in income statement - 14 33 19
Translation difference - 36 - 36
Net income recognised directly in equity - 177 - 620 - 36 - 833
Net profit 7 485 7 485
Total recognised income - 177 - 620 7 449 6 652
Effect of merger of SEB BoLån and SEB Finans 399 399
Dividend to shareholders -4 079 -4 079
Group contributions net after tax 806 806
Swap hedging of employee stock option programme
Eliminations of repurchased shares for employee
- 428 - 428
stock option programme* 897 897
Other changes - 544 416 - 128
Closing balance 190 - 408 6 872 12 260 21 018 39 932

* As of 31 December 2007 SEB owned 3.7 million Class A shares for the employee stock option programme. The acquisition cost for these shares is deducted from shareholders' equity. During 2008 1.5 million net of these shares have been sold as employee stock options have been exercised. Thus, as of 31 December SEB owned 2.2 million Class A-shares with a market value of SEK 133m for hedging of the long-term incentive programmes.

Cash flow analysis - Skandinaviska Enskilda Banken

Jan - Dec
SEKm 2008 2007 %
Cash flow from the profit and loss statement 7 219 9 845 - 27
Increase (-)/decrease (+) in portfolios 13 209 2 338
Increase (+)/decrease (-) in issued short term securities -31 863 84 144 - 138
Increase (-)/decrease (+) in lending to credit institutions 42 460 -87 515 - 149
Increase (-)/decrease (+) in lending to the public -72 892 -56 939 28
Increase (+)/decrease (-) in liabilities to credit institutions 42 893 35 327 21
Increase (+)/decrease (-) in deposits and borrowings from the public 41 382 23 373 77
Change in other balance sheet items -53 432 6 627
Cash flow, current operations -11 024 17 200 - 164
Cash flow, investment activities -8 881 -15 971 - 44
Cash flow, financing activities 20 279 49 340 - 59
Cash flow 374 50 569 - 99
Liquid funds at beginning of year 139 767 89 198 57
Cash flow 374 50 569 - 99
Liquid funds at end of period1) 140 141 139 767 0

Only liquid funds have been adjusted for exchange rate differences.

1) Cash and cash equivalents at end of period is defined as Cash and cash balances with central banks and Loans to credit institutions - payable on demand.

Derivative contracts - Skandinaviska Enskilda Banken

31 December 2008
Derivatives with positive Derivatives with negative
Book value, SEK m amounts amounts
Interest-related 135 415 121 768
Currency-related 108 258 105 470
Equity-related 3 087 2 088
Other 8 698 757
Total 255 458 230 083