Titelia

Holdings of SEB Europafond

SEB Funds AB ·83 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.9B SEK · Ten largest lines: 29.2 % of the equity sleeve

Sector breakdown

  • Financials 13.2 %
  • Industrials 12.5 %
  • Health care 12.0 %
  • Technology 7.9 %
  • Consumer staples 5.4 %
  • Consumer discretionary 3.4 %
  • Communication 3.3 %
  • Utilities 1.1 %
  • Funds 0.6 %
  • Unattributed 40.8 %

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

  • GB 27.4 %
  • DE 12.1 %
  • CH 11.1 %
  • NL 10.0 %
  • FR 9.5 %
  • PL 7.5 %
  • SE 4.4 %
  • IT 2.9 %
  • ES 2.9 %
  • US 2.7 %
  • FI 2.0 %
  • DK 1.9 %
  • Other countries 5.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1GB17743.4M SEK27.44 %
2DE8328M SEK12.11 %
3CH11300.7M SEK11.10 %
4NL7269.9M SEK9.96 %
5FR7257.8M SEK9.52 %
6PL8203.4M SEK7.51 %
7SE4119.7M SEK4.42 %
8IT378.3M SEK2.89 %
9ES277.2M SEK2.85 %
10US274M SEK2.73 %
11FI254.5M SEK2.01 %
12DK351.5M SEK1.90 %

Positions

RankCompanySharesValueWeight
1AstraZeneca PLC 73,578135.8M SEK4.74 %
2ASML Holding NV 9,417115.7M SEK4.04 %
3Siemens AG 36,52582.5M SEK2.88 %
4Novartis AG 51,00073.1M SEK2.55 %
5Compass Group PLC 273,26671.6M SEK2.50 %
6Haleon PLC 1,413,99366.4M SEK2.32 %
7SAP SE 39,65463.9M SEK2.23 %
8Diploma PLC 84,16963.1M SEK2.20 %
9Spotify Technology SA 13,53362.5M SEK2.18 %
10Schneider Electric SE 22,98457.8M SEK2.02 %
11ING Groep NV 237,76757.7M SEK2.01 %
12Rentokil Initial PLC 898,40552.7M SEK1.84 %
13Halma PLC 100,15047.8M SEK1.67 %
14Nordea Bank Abp 291,91047M SEK1.64 %
15Bank Polska Kasa Opieki SA 83,66546.5M SEK1.62 %
16Swedbank AB 144,28646M SEK1.61 %
17Deutsche Boerse AG 16,43845.3M SEK1.58 %
183i Group PLC 147,35645.1M SEK1.57 %
19Reckitt Benckiser Group PLC 70,28744.9M SEK1.57 %
20Rheinmetall AG 2,72343.2M SEK1.51 %
21GSK PLC 161,91842M SEK1.46 %
22EssilorLuxottica SA 19,04541.5M SEK1.45 %
23ABB Ltd 55,02941.3M SEK1.44 %
24Allegro.eu SA 604,52340.7M SEK1.42 %
25Siemens Energy AG 26,03640.7M SEK1.42 %
26Banco Bilbao Vizcaya Argentaria SA 199,50640M SEK1.39 %
27Societe Generale SA 56,05438M SEK1.33 %
28Banco Santander SA 357,85637.3M SEK1.30 %
29Alcon AG 51,83736.4M SEK1.27 %
30L'Oreal SA 9,28835.6M SEK1.24 %
31Spirax Group PLC 42,07635.3M SEK1.23 %
32Nordnet AB publ 115,00035.1M SEK1.22 %
33Experian PLC 101,16433M SEK1.15 %
34AXA SA 75,00032.3M SEK1.13 %
35Bureau Veritas SA 114,32632.3M SEK1.13 %
36Galderma Group AG 17,52431.9M SEK1.11 %
37Lonza Group AG 4,97929.8M SEK1.04 %
38Enel SpA 285,48629.4M SEK1.03 %
39Kingspan Group PLC 37,00629.3M SEK1.02 %
40Powszechna Kasa Oszczednosci Bank Polski SA 131,81029.3M SEK1.02 %
41RELX PLC 93,97729.2M SEK1.02 %
42Santander Bank Polska SA 19,61329.2M SEK1.02 %
43Budimex SA 16,90028.5M SEK1.00 %
44Intesa Sanpaolo SpA 462,43826.2M SEK0.91 %
45Prosus NV 59,86925.6M SEK0.89 %
46DSV A/S 10,61123.9M SEK0.83 %
47CVS Group PLC 165,00023.2M SEK0.81 %
48Alfa Laval AB 45,62623.2M SEK0.81 %
49ASM International NV 3,28323M SEK0.80 %
50Zabka Group SA 405,30522.9M SEK0.80 %
51Ferrari NV 7,16722.7M SEK0.79 %
52Wise PLC 200,00022.7M SEK0.79 %
53BNP Paribas SA 22,91820.4M SEK0.71 %
54Sika AG 12,86119.8M SEK0.69 %
55Cie Financiere Richemont SA 11,98119.7M SEK0.69 %
56Holcim AG 25,21719.4M SEK0.68 %
57Scout24 SE 25,80418.7M SEK0.65 %
58IMCD NV 18,30418M SEK0.63 %
59Hellenic Telecommunications Organization SA 100,00017.9M SEK0.63 %
60Magyar Telekom Telecommunications PLC 300,00017.6M SEK0.61 %
61BioNTech SE 20,00017.1M SEK0.60 %
62UCB SA 6,00017M SEK0.59 %
63RENK Group AG 30,00016.7M SEK0.58 %
64Adyen NV 1,65815.5M SEK0.54 %
65Saab AB 25,00015.4M SEK0.54 %
66Novo Nordisk A/S 45,43315.4M SEK0.54 %
67Kongsberg Gruppen ASA 37,33315.1M SEK0.53 %
68London Stock Exchange Group PLC 13,48815M SEK0.52 %
69Eurobank SA 400,00015M SEK0.52 %
70Wolters Kluwer NV 20,38014.5M SEK0.50 %
71ALK-Abello A/S 41,29612.3M SEK0.43 %
72Geberit AG 1,85911.7M SEK0.41 %
73Accenture PLC 6,10011.5M SEK0.40 %
74Warsaw Stock Exchange 60,00011M SEK0.38 %
75Tecan Group AG 6,78410.7M SEK0.37 %
76Dino Polska SA 110,7169.4M SEK0.33 %
77Croda International PLC 25,3699M SEK0.31 %
78Grupa Kety SA 3,4688.7M SEK0.30 %
79Titan SA 17,2468.5M SEK0.30 %
80Fortum Oyj 31,0007.4M SEK0.26 %
81Elia Group SA/NV 5,1007.4M SEK0.26 %
82Straumann Holding AG 7,1707M SEK0.24 %
83Cerillion PLC 41,1306.6M SEK0.23 %