Titelia

Holdings of International Equity Fund

Northern Funds ·208 declared positions · as of Mar 31, 2026

Original filing · Net assets 188.6M $ · Ten largest lines: 16.9 % of the equity sleeve

Sector breakdown

  • Financials 12.5 %
  • Industrials 8.0 %
  • Health care 5.2 %
  • Energy 5.0 %
  • Materials 4.8 %
  • Consumer staples 4.6 %
  • Technology 4.1 %
  • Communication 2.4 %
  • Utilities 2.0 %
  • Consumer discretionary 0.7 %
  • Unattributed 50.6 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 31.1 %
  • JPY 20.4 %
  • GBP 13.3 %
  • CAD 12.7 %
  • CHF 5.1 %
  • AUD 4.8 %
  • SEK 2.3 %
  • HKD 2.2 %
  • NOK 2.1 %
  • SGD 1.9 %
  • DKK 1.5 %
  • ILS 1.4 %
  • USD 1.2 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 20.4 %
  • GB 13.3 %
  • CA 12.6 %
  • FR 8.3 %
  • DE 7.1 %
  • CH 5.1 %
  • AU 4.8 %
  • ES 4.2 %
  • NL 4.2 %
  • IT 2.5 %
  • SE 2.3 %
  • HK 2.3 %
  • Other countries 12.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP4636.4M $20.39 %
2GB2023.8M $13.33 %
3CA2122.6M $12.64 %
4FR1714.8M $8.27 %
5DE1912.7M $7.09 %
6CH89.1M $5.08 %
7AU158.6M $4.82 %
8ES87.5M $4.18 %
9NL47.4M $4.17 %
10IT44.5M $2.51 %
11SE54.2M $2.34 %
12HK74M $2.25 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 3,4064.5M $2.39 %
2Novartis AG 26,3534M $2.12 %
3Shell PLC 78,0063.6M $1.93 %
4Mitsubishi Corp 83,9002.9M $1.53 %
5Rio Tinto PLC 28,6562.7M $1.41 %
6GSK PLC 96,9092.7M $1.41 %
7Banco Bilbao Vizcaya Argentaria SA 119,6452.6M $1.38 %
8Toronto-Dominion Bank/The 26,4542.5M $1.31 %
9Deutsche Telekom AG 64,9312.4M $1.27 %
10Canadian Natural Resources Ltd 47,7972.3M $1.24 %
11Barclays PLC 419,8522.2M $1.17 %
12Anheuser-Busch InBev SA/NV 31,8232.2M $1.17 %
13UniCredit SpA 30,3382.2M $1.16 %
14Oversea-Chinese Banking Corp Ltd 124,1002.1M $1.13 %
15Equinor ASA 50,0732.1M $1.12 %
16Canadian National Railway Co 20,0902.1M $1.10 %
17Mizuho Financial Group Inc 51,6002.1M $1.09 %
18Suncor Energy Inc 30,2482M $1.06 %
19Agnico Eagle Mines Ltd 9,4161.9M $1.01 %
20Societe Generale SA 25,8161.9M $1.00 %
21Deutsche Post AG 35,6931.8M $0.98 %
22Fortescue Ltd 129,0531.8M $0.97 %
23Safran SA 5,4281.8M $0.94 %
24Imperial Brands PLC 43,5181.8M $0.94 %
25Logitech International SA 19,3331.8M $0.94 %
26Koninklijke Ahold Delhaize NV 37,6401.8M $0.93 %
27ANZ Group Holdings Ltd 69,8161.8M $0.93 %
28Fairfax Financial Holdings Ltd 1,0081.7M $0.91 %
29Murata Manufacturing Co Ltd 76,6001.7M $0.91 %
30Advantest Corp 12,6001.7M $0.90 %
31Swedbank AB 49,7091.7M $0.89 %
32Bank Leumi Le-Israel BM 75,4181.7M $0.89 %
33AIB Group PLC 157,4001.7M $0.89 %
34IGM Financial Inc 33,5561.6M $0.85 %
35Aena SME SA 53,3171.6M $0.84 %
36Canadian Imperial Bank of Commerce 16,5501.6M $0.83 %
37Fujikura Ltd. 57,6001.6M $0.83 %
38Wartsila OYJ Abp 41,5741.6M $0.82 %
39H & M Hennes & Mauritz AB 83,1281.5M $0.82 %
40BOC Hong Kong Holdings Ltd 276,3541.5M $0.81 %
41SoftBank Corp 1,122,6001.5M $0.79 %
42Barrick Mining Corp 35,2901.4M $0.76 %
43Makita Corp 44,4001.4M $0.76 %
44Prudential PLC 100,3541.4M $0.74 %
45Suncorp Group Ltd 124,7921.4M $0.74 %
46Komatsu Ltd 35,1001.4M $0.73 %
47MS&AD Insurance Group Holdings Inc 50,7001.3M $0.70 %
48Banca Mediolanum SpA 64,6691.3M $0.70 %
49Nitto Denko Corp 64,4001.3M $0.68 %
50Sanofi SA 13,3111.3M $0.68 %
51AXA SA 27,5041.3M $0.67 %
52SBI Holdings Inc 65,7001.2M $0.65 %
53Sony Group Corp 58,0001.2M $0.63 %
54Next PLC 7,0361.2M $0.63 %
55Denso Corp 95,5001.2M $0.63 %
56Capgemini SE 9,8881.2M $0.61 %
57Subaru Corp 71,5001.1M $0.61 %
58Manulife Financial Corp 32,5211.1M $0.59 %
59Eiffage SA 7,1971.1M $0.59 %
60ABB Ltd 13,3111.1M $0.57 %
61Bureau Veritas SA 36,0051.1M $0.57 %
62Mercedes-Benz Group AG 17,7641.1M $0.57 %
63Holcim AG 12,9481.1M $0.57 %
64British American Tobacco PLC 17,9491M $0.55 %
65NatWest Group PLC 139,3361M $0.55 %
66BNP Paribas SA 10,8191M $0.55 %
67Check Point Software Technologies Ltd 7,1591M $0.54 %
68Recruit Holdings Co Ltd 23,5001M $0.54 %
69Kao Corp. 26,0001M $0.54 %
70J Sainsbury PLC 220,593990.6K $0.53 %
71CGI Inc 13,459984K $0.52 %
72LY Corp 403,500977.9K $0.52 %
73Futu Holdings Ltd 7,018959.8K $0.51 %
74IMPERIAL OIL LTD 7,253950K $0.50 %
75Ryanair Holdings PLC 33,532950K $0.50 %
76Smiths Group PLC 31,101947.3K $0.50 %
77Orkla ASA 74,562937.7K $0.50 %
78Iberdrola SA 40,828937.2K $0.50 %
79Singapore Technologies Engineering Ltd 107,200913.6K $0.48 %
80Enel SpA 81,828890.9K $0.47 %
81Zalando SE 36,902882.8K $0.47 %
82ORIX Corp 29,400880.8K $0.47 %
83ACS Actividades de Construccion y Servicios SA 6,965861.9K $0.46 %
84Rolls-Royce Holdings PLC 56,217858.5K $0.46 %
85National Grid PLC 50,082844.3K $0.45 %
86Bayerische Motoren Werke AG 9,208831.6K $0.44 %
87Sumitomo Corp 22,300830K $0.44 %
88Otsuka Holdings Co Ltd 11,700825.9K $0.44 %
89Pandora A/S 11,250790.1K $0.42 %
90Shionogi & Co Ltd 35,500789.8K $0.42 %
91Publicis Groupe SA 9,526787.8K $0.42 %
92Fresenius Medical Care AG 17,476777.5K $0.41 %
93Vestas Wind Systems A/S 25,635767.5K $0.41 %
94EXOR NV 9,995766K $0.41 %
95Suzuki Motor Corp 61,400735.6K $0.39 %
96Nestle SA 7,237717.8K $0.38 %
97Wesfarmers Ltd 14,029711.2K $0.38 %
98CK Asset Holdings Ltd 123,752706.9K $0.37 %
99Heidelberg Materials AG 3,287677K $0.36 %
100Sun Hung Kai Properties Ltd 39,924676.7K $0.36 %