Titelia

Holdings of Active M Emerging Markets Equity Fund

Northern Funds ·130 declared positions · as of Mar 31, 2026

Original filing · Net assets 193.2M $ · Ten largest lines: 34.1 % of the equity sleeve

Sector breakdown

  • Technology 24.4 %
  • Financials 4.8 %
  • Communication 3.9 %
  • Real estate 3.0 %
  • Consumer discretionary 2.5 %
  • Industrials 2.0 %
  • Materials 1.2 %
  • Funds 1.0 %
  • Health care 0.2 %
  • Energy 0.1 %
  • Unattributed 56.8 %

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

Currency breakdown

  • TWD 17.6 %
  • KRW 16.4 %
  • USD 15.3 %
  • HKD 12.0 %
  • INR 9.0 %
  • ZAR 6.0 %
  • CNY 4.4 %
  • IDR 2.9 %
  • BRL 2.9 %
  • MXN 2.8 %
  • AED 2.3 %
  • EUR 1.8 %
  • SAR 1.5 %
  • TRY 1.3 %
  • HUF 1.2 %
  • EGP 0.7 %
  • JPY 0.5 %
  • MYR 0.5 %
  • GBP 0.5 %
  • PHP 0.3 %
  • THB 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • TW 17.6 %
  • KR 16.4 %
  • HK 10.1 %
  • IN 9.0 %
  • ZA 6.0 %
  • CN 5.6 %
  • MX 5.0 %
  • BR 5.0 %
  • US 3.7 %
  • BM 3.0 %
  • ID 2.9 %
  • AE 2.3 %
  • Other countries 13.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1TW1332.6M $17.58 %
2KR1330.4M $16.38 %
3HK1618.8M $10.13 %
4IN1716.7M $9.01 %
5ZA911.2M $6.02 %
6CN1410.5M $5.65 %
7MX49.2M $4.96 %
8BR99.2M $4.95 %
9US67M $3.75 %
10BM25.6M $3.04 %
11ID35.4M $2.91 %
12AE24.3M $2.32 %

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 286,68816.2M $8.37 %
2Samsung Electronics Co Ltd 132,51114.9M $7.71 %
3Tencent Holdings Ltd 106,5616.7M $3.48 %
4Credicorp Ltd 16,3575.5M $2.87 %
5Hyundai Motor Co 12,6253.8M $1.95 %
6SK hynix Inc 6,4063.5M $1.80 %
7America Movil SAB de CV 128,2653.3M $1.69 %
8Emaar Properties PJSC 1,005,1463.2M $1.68 %
9Tenaris SA 55,6643.2M $1.68 %
10Hon Hai Precision Industry Co Ltd 502,3963M $1.56 %
11Itau Unibanco Holding SA 360,2633M $1.56 %
12Bank Central Asia Tbk PT 7,698,8472.9M $1.52 %
13China Construction Bank Corp 2,690,5382.9M $1.51 %
14Tata Consultancy Services Ltd 115,0402.9M $1.51 %
15Delta Electronics Inc 59,7002.7M $1.38 %
16Wal-Mart de Mexico SAB de CV 814,7012.7M $1.38 %
17Valterra Platinum Ltd 29,8842.6M $1.33 %
18Grupo Financiero Banorte SAB de CV 223,5712.5M $1.28 %
19Cia de Minas Buenaventura SAA 63,6532.3M $1.19 %
20Contemporary Amperex Technology Co Ltd 38,4052.3M $1.17 %
21Hero MotoCorp Ltd 38,8792.2M $1.11 %
22MediaTek Inc 44,2372.1M $1.11 %
23ASPEED Technology Inc 5,5301.9M $0.99 %
24iShares Core S&P 500 ETF 2,9001.9M $0.98 %
25Larsen & Toubro Ltd 50,3191.9M $0.97 %
26HDFC Bank Ltd 233,6571.9M $0.96 %
27National Bank of Greece SA 113,8321.8M $0.91 %
28Bidvest Group Ltd 125,5311.7M $0.88 %
29Alibaba Group Holding Ltd 106,7001.7M $0.87 %
30Standard Bank Group Ltd 86,5601.6M $0.81 %
31Grupo Financiero Galicia SA 33,1111.5M $0.80 %
32Al Rajhi Bank 54,1461.5M $0.80 %
33OTP Bank Nyrt 14,2661.5M $0.80 %
34BYD Co Ltd 108,7021.5M $0.77 %
35MTN Group Ltd 125,1691.5M $0.75 %
36Anglogold Ashanti Plc 14,7591.4M $0.74 %
37ICICI Bank Ltd 108,4831.4M $0.73 %
38Astra International Tbk PT 3,688,8541.4M $0.71 %
39Commercial International Bank - Egypt (CIB) 618,2391.4M $0.71 %
40Yum China Holdings Inc 27,8951.4M $0.70 %
41Raia Drogasil SA 296,3721.3M $0.69 %
42Embraer SA 89,3001.3M $0.69 %
43State Bank of India 121,2801.3M $0.67 %
44China Life Insurance Co Ltd 401,7161.3M $0.66 %
45Accton Technology Corp 25,0001.2M $0.63 %
46Globalwafers Co Ltd 89,0001.2M $0.62 %
47Saudi Arabian Oil Co 158,1801.2M $0.60 %
48Yageo Corp 144,3131.2M $0.60 %
49Shenzhen Inovance Technology Co Ltd 116,7991.1M $0.59 %
50WuXi AppTec Co Ltd 74,2711.1M $0.58 %
51Samsung Electro-Mechanics Co Ltd 4,0631.1M $0.58 %
52Hanwha Aerospace Co Ltd 1,3551.1M $0.57 %
53Telkom Indonesia Persero Tbk PT 5,993,0001.1M $0.57 %
54Adnoc Gas PLC 1,220,7851.1M $0.55 %
55Elite Material Co Ltd 12,7001.1M $0.55 %
56Bid Corp Ltd 43,5901.1M $0.54 %
57Hansoh Pharmaceutical Group Co Ltd 229,9981M $0.54 %
58Astor Transformator Enerji Turizm Insaat Ve Petrol Sanayi Ticaret AS 229,0951M $0.53 %
59Zijin Mining Group Co Ltd 207,7711M $0.53 %
60Komatsu Ltd 25,044983.1K $0.51 %
61China Petroleum & Chemical Corp 1,703,626979.4K $0.51 %
62Bharat Electronics Ltd 225,576974.9K $0.50 %
63KB Financial Group Inc 9,960931.8K $0.48 %
64APR Corp/Korea 4,149929.5K $0.48 %
65CIMB Group Holdings Bhd 495,251928.4K $0.48 %
66HD Hyundai Electric Co Ltd 1,664928.3K $0.48 %
67Gold Fields Ltd 19,423903.5K $0.47 %
68Antofagasta PLC 19,905885.5K $0.46 %
69NCSoft Corp 5,885880.2K $0.46 %
70TOTVS SA 129,800877.8K $0.45 %
71Aselsan Elektronik Sanayi Ve Ticaret AS 120,138866.8K $0.45 %
72Eurobank SA 214,228860.2K $0.45 %
73Southern Copper Corp 4,931848.4K $0.44 %
74Vale SA 52,789839.9K $0.43 %
75AIA Group Ltd 74,300834.7K $0.43 %
76Fomento Economico Mexicano SAB de CV 7,390820.7K $0.42 %
77Alibaba Group Holding Ltd 6,423805.8K $0.42 %
78HD Hyundai Heavy Industries Co Ltd 2,573793.8K $0.41 %
79Haier Smart Home Co Ltd 245,121763.3K $0.40 %
80Richter Gedeon Nyrt 20,728740.6K $0.38 %
81Banco BTG Pactual SA 67,700739.4K $0.38 %
82Sieyuan Electric Co Ltd 23,900709.2K $0.37 %
83PDD Holdings Inc 6,934708.5K $0.37 %
84Impala Platinum Holdings Ltd 48,096706.8K $0.37 %
85eMemory Technology Inc 8,000696K $0.36 %
86PICC Property & Casualty Co Ltd 367,678677.5K $0.35 %
87Hyundai Rotem Co Ltd 6,035671.5K $0.35 %
88Sany Heavy Industry Co Ltd 231,171650.4K $0.34 %
89Hyundai Mobis Co Ltd 2,525649.4K $0.34 %
90Erste Group Bank AG 6,007649.1K $0.34 %
91Capitec Bank Holdings Ltd 2,618642.7K $0.33 %
92Mahindra & Mahindra Ltd 19,725637.4K $0.33 %
93FirstRand Ltd 116,328594.6K $0.31 %
94JK Cement Ltd 10,516580.2K $0.30 %
95Hiwin Technologies Corp 78,665574.2K $0.30 %
96TVS Motor Co Ltd 15,557569.5K $0.29 %
97Yapi ve Kredi Bankasi AS 717,487544.4K $0.28 %
98Bharti Airtel Ltd 27,927531K $0.27 %
99Hong Kong Exchanges & Clearing Ltd 10,400527.1K $0.27 %
100Laopu Gold Co Ltd 6,400523.6K $0.27 %