Titelia

Holdings of Cicero Hållbar Mix

Cicero Fonder AB · 88 declared positions · as of Mar 31, 2026

Sector breakdown

  • Technology 20.4 %
  • Financials 12.6 %
  • Communication 7.7 %
  • Industrials 5.3 %
  • Consumer discretionary 5.2 %
  • Health care 1.6 %
  • Materials 1.5 %
  • Consumer staples 1.2 %
  • Real estate 0.9 %
  • Unattributed 43.6 %

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 55.7 %
  • SE 19.6 %
  • NL 4.6 %
  • GB 4.0 %
  • JP 3.1 %
  • ES 2.5 %
  • FI 1.7 %
  • SG 1.6 %
  • CH 1.5 %
  • DE 1.3 %
  • NO 1.2 %
  • IT 0.9 %
  • Other countries 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US401.9B SEK55.70 %
2SE21681.2M SEK19.64 %
3NL4158.4M SEK4.57 %
4GB5139.6M SEK4.03 %
5JP5107.9M SEK3.11 %
6ES385.1M SEK2.46 %
7FI158.7M SEK1.69 %
8SG156M SEK1.62 %
9CH251.6M SEK1.49 %
10DE146.4M SEK1.34 %
11NO141.7M SEK1.20 %
12IT131.9M SEK0.92 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 115,960191.5M SEK3.27 %
2Apple Inc 70,286168.9M SEK2.89 %
3Alphabet Inc 51,021138.9M SEK2.37 %
4Microsoft Corp 33,708118.1M SEK2.02 %
5Royalty Pharma PLC 179,89481.7M SEK1.40 %
6Goldman Sachs Group Inc/The 8,76170.2M SEK1.20 %
7eBay Inc 78,22167.4M SEK1.15 %
8Booking Holdings Inc 1,59863.7M SEK1.09 %
9ING Groep NV 253,91661.4M SEK1.05 %
10Nordea Bank Abp 364,32658.7M SEK1.00 %
11DaVita Inc 40,00058.2M SEK0.99 %
12TD SYNNEX Corp 35,85057.3M SEK0.98 %
13Cisco Systems, Inc. 77,48256.9M SEK0.97 %
14Flex Ltd 90,37456M SEK0.96 %
15Meta Platforms Inc 10,31055.8M SEK0.95 %
16Telefonaktiebolaget LM Ericsson 520,00055.3M SEK0.94 %
17Bank of New York Mellon Corp/The 48,60954.6M SEK0.93 %
18Koninklijke Ahold Delhaize NV 118,02652M SEK0.89 %
19Svenska Handelsbanken AB 410,27950.5M SEK0.86 %
20Volvo AB 160,00048.9M SEK0.84 %
21Fresenius Medical Care AG 110,00046.4M SEK0.79 %
22Swedbank AB 143,00045.6M SEK0.78 %
23AstraZeneca PLC 23,00042.6M SEK0.73 %
24Banco Santander SA 402,77941.8M SEK0.71 %
25Carlisle Cos Inc 13,23141.8M SEK0.71 %
26Orkla ASA 350,00041.7M SEK0.71 %
27PayPal Holdings Inc 97,18541.6M SEK0.71 %
28Sivers Semiconductors AB 3,849,52341.2M SEK0.70 %
29Jabil Inc 16,33741.1M SEK0.70 %
30Avnet Inc 70,00040.8M SEK0.70 %
31Sysco Corp 59,53340.2M SEK0.69 %
32Alfa Laval AB 78,00039.6M SEK0.68 %
33EQT AB 135,00038.7M SEK0.66 %
34Investor AB 110,00038.6M SEK0.66 %
35Hexagon AB 420,00037.8M SEK0.65 %
36ABB Ltd 50,00037.6M SEK0.64 %
37Kyocera Corp 260,34136.9M SEK0.63 %
38Match Group Inc 126,51736.8M SEK0.63 %
39Granges AB 246,00036.4M SEK0.62 %
40Atlas Copco AB 240,00034.8M SEK0.59 %
41Modern Times Group MTG AB 376,00034.6M SEK0.59 %
42Tesco PLC 578,22234.3M SEK0.59 %
43Essity AB 140,00034M SEK0.58 %
44Assa Abloy AB 100,00033.6M SEK0.58 %
45PVH Corp 50,00033M SEK0.56 %
46Intesa Sanpaolo SpA 565,21131.9M SEK0.55 %
47Accor SA 70,00031.1M SEK0.53 %
48Crown Castle Inc 40,00030.8M SEK0.53 %
49Steel Dynamics Inc 18,00030.7M SEK0.52 %
50QUALCOMM Inc 25,00030.5M SEK0.52 %
51Epiroc AB 150,00030M SEK0.51 %
52Loomis AB 69,66029.8M SEK0.51 %
53Regions Financial Corp 120,00029.7M SEK0.51 %
54VeriSign Inc 12,00028.2M SEK0.48 %
55Equitable Holdings Inc 80,00028.1M SEK0.48 %
56Uber Technologies Inc 40,00027.2M SEK0.47 %
57Lloyds Banking Group PLC 2,344,36127.1M SEK0.46 %
58Omnicom Group Inc 38,00027.1M SEK0.46 %
59Amadeus IT Group SA 50,00026.6M SEK0.46 %
60Adobe Inc 11,22625.8M SEK0.44 %
61Koninklijke KPN NV 485,75025.5M SEK0.44 %
62Ball Corp 45,00025.2M SEK0.43 %
63Revvity Inc 30,00024.9M SEK0.43 %
64AT&T Inc 90,00024.7M SEK0.42 %
65AUTOLIV INC SDR 24,84624.5M SEK0.42 %
66ISS A/S 70,00024M SEK0.41 %
67State Street Corp 20,00024M SEK0.41 %
68Sinch AB 950,00023.4M SEK0.40 %
69Check Point Software Technologies Ltd 16,63422.5M SEK0.38 %
70Denso Corp 192,16522.3M SEK0.38 %
71Viatris Inc 168,53821.6M SEK0.37 %
72Prosus NV 45,64019.5M SEK0.33 %
73Daiwa House Industry Co Ltd 65,16719.1M SEK0.33 %
74Informa PLC 200,00018.7M SEK0.32 %
75A O Smith Corp 30,00018.7M SEK0.32 %
76Amcor PLC 47,17917.8M SEK0.30 %
77Sage Group PLC/The 160,00016.8M SEK0.29 %
78CaixaBank SA 150,00016.7M SEK0.29 %
79Garrett Motion Inc 90,00015.5M SEK0.26 %
80Stanley Electric Co Ltd 90,00015.4M SEK0.26 %
81Camurus AB 31,42114.7M SEK0.25 %
82Aisin Corp 109,71114.2M SEK0.24 %
83Novartis AG 9,81614M SEK0.24 %
84JBG SMITH Properties 80,00011.1M SEK0.19 %
85Henry Schein Inc 10,0007M SEK0.12 %
86Oneflow 346,2046.4M SEK0.11 %
87ALCADON 153,5434.7M SEK0.08 %
88Asmodee Group AB 25,0002.7M SEK0.05 %