Titelia

Holdings of SEB Stiftelsefond Utland

SEB Funds AB ·316 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.6B SEK · Ten largest lines: 28.5 % of the equity sleeve

Sector breakdown

  • Technology 25.6 %
  • Financials 9.5 %
  • Health care 8.4 %
  • Consumer discretionary 5.9 %
  • Communication 4.7 %
  • Industrials 2.8 %
  • Real estate 1.5 %
  • Materials 0.6 %
  • Consumer staples 0.4 %
  • Unattributed 40.6 %

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

Currency breakdown

  • SEK 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 60.1 %
  • CA 5.0 %
  • FR 4.2 %
  • GB 4.2 %
  • NL 3.5 %
  • JP 3.1 %
  • TW 2.8 %
  • KR 2.3 %
  • HK 2.0 %
  • IN 1.7 %
  • PT 1.3 %
  • AT 1.0 %
  • Other countries 8.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US891.5B SEK60.12 %
CA12126.7M SEK5.01 %
FR9107.4M SEK4.25 %
GB15105.6M SEK4.18 %
NL488.4M SEK3.50 %
JP1279.2M SEK3.13 %
TW1471.6M SEK2.83 %
KR1257.5M SEK2.27 %
HK2950.5M SEK2.00 %
IN2444.1M SEK1.74 %
PT332.3M SEK1.28 %
AT224.7M SEK0.98 %

Positions

CompanySharesValueWeight
NVIDIA Corp 98,774164.1M SEK6.34 %
Apple Inc 49,720120.2M SEK4.64 %
Microsoft Corp 22,05877.8M SEK3.01 %
Koninklijke Ahold Delhaize NV 128,99657M SEK2.20 %
Citigroup Inc 52,48456.7M SEK2.19 %
Mastercard Inc 11,41954.4M SEK2.10 %
Reinsurance Group of America Inc 27,92354.3M SEK2.10 %
Meta Platforms Inc 8,44246M SEK1.78 %
Taiwan Semiconductor Manufacturing Co Ltd 87,00045.6M SEK1.76 %
Bristol-Myers Squibb Co 78,28145.2M SEK1.75 %
Bouygues SA 81,31844.1M SEK1.70 %
AZZ Inc 35,95542.9M SEK1.66 %
General Motors Co 51,41836.5M SEK1.41 %
Toronto-Dominion Bank/The 40,47935.9M SEK1.39 %
AbbVie Inc 15,32031.7M SEK1.23 %
Alphabet Inc 11,49431.5M SEK1.22 %
BorgWarner Inc 60,55131.3M SEK1.21 %
KLA Corp 2,15030.2M SEK1.17 %
ASML Holding NV 2,26827.9M SEK1.08 %
NetApp Inc 27,06026.4M SEK1.02 %
Jeronimo Martins SGPS SA 115,55426.1M SEK1.01 %
Adobe Inc 11,13825.8M SEK1.00 %
Gilead Sciences Inc 19,19225.5M SEK0.98 %
Broadcom Inc 8,46925M SEK0.96 %
Autodesk Inc 10,38023.7M SEK0.91 %
Alphabet Inc 8,60023.5M SEK0.91 %
Boston Scientific Corp 37,68022.5M SEK0.87 %
GSK PLC 83,90221.8M SEK0.84 %
JPMorgan Chase & Co 7,69421.6M SEK0.83 %
Verbund AG 29,88821.5M SEK0.83 %
MercadoLibre Inc 1,28021.1M SEK0.81 %
Next PLC 13,18021M SEK0.81 %
Astellas Pharma Inc 136,40020.6M SEK0.79 %
George Weston Ltd 30,51420.5M SEK0.79 %
FirstService Corp 15,05719.9M SEK0.77 %
Ryanair Holdings PLC 70,59918.5M SEK0.71 %
Samsung Electronics Co Ltd 17,52718.2M SEK0.70 %
Equinix Inc 1,90017.7M SEK0.69 %
Dollarama Inc 15,10017.6M SEK0.68 %
Ventas Inc 22,30917.4M SEK0.67 %
Airtel Africa PLC 390,96416.9M SEK0.65 %
Drax Group PLC 149,46316.6M SEK0.64 %
Eli Lilly & Co 1,87516.4M SEK0.63 %
Zscaler Inc 12,04916.1M SEK0.62 %
Booking Holdings Inc 40016M SEK0.62 %
Manulife Financial Corp 48,75415.9M SEK0.62 %
Jones Lang LaSalle Inc 5,47215.9M SEK0.61 %
Truist Financial Corp 34,31015M SEK0.58 %
Amazon.com Inc 7,50014.9M SEK0.57 %
NetScout Systems Inc 48,86814.8M SEK0.57 %
ANA Holdings Inc 87,90014.8M SEK0.57 %
Klepierre SA 39,17413.9M SEK0.54 %
Vusion/France 11,34613.6M SEK0.53 %
Boliden AB 26,80713M SEK0.50 %
Tenable Holdings Inc 79,60012.8M SEK0.50 %
Crown Holdings Inc 13,42812.8M SEK0.50 %
Ipsen SA 7,11812.5M SEK0.48 %
SK hynix Inc 2,45412.3M SEK0.48 %
Motorola Solutions Inc 2,90012M SEK0.46 %
Incyte Corp 13,34912M SEK0.46 %
Hartford Insurance Group Inc/The 9,00011.6M SEK0.45 %
Cencora Inc 3,78211.3M SEK0.44 %
Amgen Inc 3,30011.1M SEK0.43 %
RenaissanceRe Holdings Ltd 3,90011M SEK0.43 %
Toyota Boshoku Corp 74,00010.7M SEK0.41 %
Qantas Airways Ltd 189,21110.3M SEK0.40 %
Airbnb Inc 8,43510.1M SEK0.39 %
Expedia Group Inc 4,59410.1M SEK0.39 %
Lixil Corp 95,4009.3M SEK0.36 %
Micron Technology Inc 2,7979M SEK0.35 %
Tapestry Inc 6,6368.9M SEK0.34 %
Tencent Holdings Ltd 15,0008.8M SEK0.34 %
BioMarin Pharmaceutical Inc 15,8788.5M SEK0.33 %
WSP Global Inc 5,7008.4M SEK0.33 %
Novartis AG 5,7988.3M SEK0.32 %
Edwards Lifesciences Corp 10,6058.1M SEK0.31 %
QUALCOMM Inc 6,5848.1M SEK0.31 %
State Street Corp 6,4607.8M SEK0.30 %
Unibail-Rodamco-Westfield 7,3987.7M SEK0.30 %
Elis SA 27,9927.5M SEK0.29 %
Rush Enterprises Inc 11,8077.4M SEK0.29 %
International Consolidated Airlines Group SA 168,6827.4M SEK0.29 %
United Airlines Holdings Inc 8,1917.2M SEK0.28 %
DXC Technology Co 59,6007.1M SEK0.28 %
HNI Corp 22,1277M SEK0.27 %
Delta Electronics Inc 17,0007M SEK0.27 %
Scandic Hotels Group AB 81,9957M SEK0.27 %
Singapore Airlines Ltd 140,5006.8M SEK0.26 %
F&G Annuities & Life Inc 28,0906.8M SEK0.26 %
CGI Inc 9,7516.8M SEK0.26 %
Wallenius Wilhelmsen ASA 56,3936.7M SEK0.26 %
Alignment Healthcare Inc 39,3006.6M SEK0.25 %
Infosys Ltd 52,2796.6M SEK0.25 %
Samsung Electronics Co. Ltd. 8,8656.3M SEK0.24 %
Bank of New York Mellon Corp/The 5,5266.2M SEK0.24 %
Latam Airlines Group SA 26,697,4806.2M SEK0.24 %
Emaar Properties PJSC 191,0235.8M SEK0.22 %
Japan Airlines Co Ltd 37,8005.8M SEK0.22 %
Bharti Airtel Ltd 32,2015.8M SEK0.22 %
Nordex SE 11,3925.7M SEK0.22 %