Titelia

Holdings of AMF Balansfond

AMF Fonder AB ·161 declared positions · as of Mar 31, 2026

Original filing · Net assets 26.2B SEK · Ten largest lines: 38.9 % of the equity sleeve

Sector breakdown

  • Financials 14.2 %
  • Industrials 10.5 %
  • Technology 9.0 %
  • Consumer discretionary 8.7 %
  • Health care 4.5 %
  • Communication 3.2 %
  • Materials 1.3 %
  • Consumer staples 1.3 %
  • Energy 1.2 %
  • Real estate 0.8 %
  • Utilities 0.7 %
  • Unattributed 44.6 %

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

  • SE 63.8 %
  • US 22.2 %
  • GB 3.0 %
  • CH 1.8 %
  • TW 1.5 %
  • JP 1.4 %
  • DE 1.4 %
  • NL 0.9 %
  • HK 0.9 %
  • FR 0.8 %
  • BE 0.7 %
  • CA 0.4 %
  • Other countries 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1SE4710.5B SEK63.78 %
2US783.6B SEK22.23 %
3GB5493.3M SEK3.01 %
4CH1293.1M SEK1.79 %
5TW2246.5M SEK1.50 %
6JP5237.1M SEK1.44 %
7DE4221.6M SEK1.35 %
8NL2155.5M SEK0.95 %
9HK2145.1M SEK0.88 %
10FR3125.4M SEK0.76 %
11BE1109.2M SEK0.67 %
12CA473.3M SEK0.45 %

Positions

RankCompanySharesValueWeight
101Royal Caribbean Cruises Ltd 8,47022.2M SEK0.08 %
102Elekta AB 401,08422.1M SEK0.08 %
103Yum! Brands Inc 14,68421.7M SEK0.08 %
104Capital One Financial Corp 12,37221.5M SEK0.08 %
105AutoZone Inc 62520.1M SEK0.08 %
106Trane Technologies PLC 5,03120M SEK0.08 %
107Intuitive Surgical Inc 4,40019.3M SEK0.07 %
108RELX PLC 61,42719.3M SEK0.07 %
109Colgate-Palmolive Co 23,24918.9M SEK0.07 %
110Elevance Health Inc 6,33417.7M SEK0.07 %
111Danaher Corp 9,69617.5M SEK0.07 %
112Samsung Electronics Co Ltd 16,50117.2M SEK0.07 %
113HCA Healthcare Inc 3,78317.1M SEK0.07 %
114Sony Group Corp 86,90016.7M SEK0.06 %
115East Japan Railway Co 76,90016.7M SEK0.06 %
116KDDI Corp 100,70016.4M SEK0.06 %
117Sprouts Farmers Market Inc 22,30316.4M SEK0.06 %
118Morgan Stanley 10,42416.3M SEK0.06 %
119United Rentals Inc 2,34416.3M SEK0.06 %
120Newmont Corp 15,51016M SEK0.06 %
121Gilead Sciences Inc 11,95615.9M SEK0.06 %
122Yubico AB 434,99315.2M SEK0.06 %
123National Grid PLC 92,11614.7M SEK0.06 %
124BYD Co Ltd 112,00014.4M SEK0.06 %
125Boston Scientific Corp 23,72614.2M SEK0.05 %
126Sempra 15,07314M SEK0.05 %
127SLB Ltd 25,29712.4M SEK0.05 %
128Marsh & McLennan Cos Inc 7,38912.2M SEK0.05 %
129Shopify Inc 10,53311.9M SEK0.05 %
130Aon PLC 3,78311.6M SEK0.04 %
131Baker Hughes Co 19,76711.5M SEK0.04 %
132Cigna Group/The 4,47011.4M SEK0.04 %
133Entergy Corp 10,48611.2M SEK0.04 %
134Aflac Inc 10,58711.1M SEK0.04 %
135Hewlett Packard Enterprise Co 47,71010.8M SEK0.04 %
136Cencora Inc 3,53010.6M SEK0.04 %
137Allstate Corp/The 5,25410.4M SEK0.04 %
138Stryker Corp 3,23310.1M SEK0.04 %
139Rheinmetall AG 6219.9M SEK0.04 %
140Travelers Cos Inc/The 3,4529.6M SEK0.04 %
141Consolidated Edison Inc 8,8949.6M SEK0.04 %
142Public Service Enterprise Group Inc 12,4259.6M SEK0.04 %
143Cardinal Health, Inc. 4,7239.5M SEK0.04 %
144Nokia Oyj 126,9469.5M SEK0.04 %
145Cie de Saint-Gobain SA 12,2659.4M SEK0.04 %
146SAP SE 5,7809.4M SEK0.04 %
147Exelon Corp 19,9089.3M SEK0.04 %
148Prudential PLC 65,9588.6M SEK0.03 %
149Agnico Eagle Mines Ltd 4,3498.4M SEK0.03 %
150Ulta Beauty Inc 1,6688.3M SEK0.03 %
151Lloyds Banking Group PLC 711,6948.3M SEK0.03 %
152Wheaton Precious Metals Corp 6,4278M SEK0.03 %
153Humana Inc 4,6177.6M SEK0.03 %
154Hartford Insurance Group Inc/The 5,8317.5M SEK0.03 %
155Vitrolife AB 64,3036.1M SEK0.02 %
156Willis Towers Watson PLC 2,0235.6M SEK0.02 %
157Oracle Corp 3,8875.4M SEK0.02 %
158Atmos Energy Corp 3,0345.3M SEK0.02 %
159Eversource Energy 7,8905.2M SEK0.02 %
160American Water Works Co Inc 3,8044.9M SEK0.02 %
161AppLovin Corp 9233.5M SEK0.01 %