Titelia

Holdings of Lysa Global Equity Broad

Lysa Fonder AB ·1393 declared positions · as of Mar 31, 2026

Original filing · Net assets 20.8B SEK · Ten largest lines: 25.9 % of the equity sleeve

Sector breakdown

  • Technology 24.7 %
  • Financials 13.5 %
  • Industrials 8.9 %
  • Health care 8.6 %
  • Communication 8.3 %
  • Consumer discretionary 8.1 %
  • Consumer staples 4.8 %
  • Energy 3.6 %
  • Materials 2.7 %
  • Utilities 2.3 %
  • Real estate 1.1 %
  • Unattributed 13.5 %

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 70.2 %
  • JP 6.5 %
  • GB 3.9 %
  • CA 3.5 %
  • FR 2.3 %
  • CH 2.3 %
  • DE 2.2 %
  • AU 1.9 %
  • NL 1.3 %
  • SE 0.9 %
  • ES 0.9 %
  • IT 0.8 %
  • Other countries 3.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US42014.4B SEK70.18 %
JP3041.3B SEK6.46 %
GB71800M SEK3.89 %
CA74726.1M SEK3.53 %
FR30478.5M SEK2.33 %
CH28465.5M SEK2.26 %
DE41450.1M SEK2.19 %
AU72393.6M SEK1.91 %
NL22276.3M SEK1.34 %
SE58182.9M SEK0.89 %
ES13179.9M SEK0.87 %
IT25168.9M SEK0.82 %

Positions

CompanySharesValueWeight
Lowe's Cos Inc 15,68535.3M SEK0.17 %
Deutsche Telekom AG 98,58834.6M SEK0.17 %
S&P Global Inc 8,47434.3M SEK0.17 %
Palo Alto Networks Inc 22,25634M SEK0.16 %
Arista Networks Inc 28,94633.9M SEK0.16 %
Rolls-Royce Holdings PLC 235,26933.5M SEK0.16 %
ABB Ltd 44,35433.3M SEK0.16 %
Bristol-Myers Squibb Co 56,94332.9M SEK0.16 %
Prologis Inc 25,94132.7M SEK0.16 %
Hitachi Ltd 122,00032.6M SEK0.16 %
Accenture PLC 17,22732.5M SEK0.16 %
Siemens Energy AG 20,75632.4M SEK0.16 %
Sony Group Corp 167,60032.2M SEK0.16 %
UBS Group AG 88,06632.1M SEK0.15 %
Sumitomo Mitsui Financial Group Inc 106,70032M SEK0.15 %
Danaher Corp 17,61031.8M SEK0.15 %
Chubb Ltd 10,24031.8M SEK0.15 %
British American Tobacco PLC 57,80331.7M SEK0.15 %
Unilever PLC 60,15431.7M SEK0.15 %
Banco Bilbao Vizcaya Argentaria SA 157,74031.6M SEK0.15 %
Newmont Corp 30,54931.5M SEK0.15 %
Enbridge Inc 61,03131.4M SEK0.15 %
Intuit Inc 7,58031.2M SEK0.15 %
Progressive Corp/The 16,36730.9M SEK0.15 %
Air Liquide SA 15,78830.8M SEK0.15 %
Capital One Financial Corp 17,68030.7M SEK0.15 %
Parker-Hannifin Corp 3,55930.4M SEK0.15 %
AIA Group Ltd 294,00030.3M SEK0.15 %
BP PLC 397,77930.3M SEK0.15 %
Vertex Pharmaceuticals Inc 7,10130.2M SEK0.15 %
Stryker Corp 9,64530.2M SEK0.15 %
Mitsubishi Corp 94,00029.9M SEK0.14 %
Novo Nordisk A/S 88,16129.9M SEK0.14 %
Safran SA 9,71729.8M SEK0.14 %
Medtronic PLC 35,89629.6M SEK0.14 %
GSK PLC 114,04429.6M SEK0.14 %
Altria Group, Inc. 47,00229.5M SEK0.14 %
Airbus SE 16,43429M SEK0.14 %
ServiceNow Inc 28,99028.9M SEK0.14 %
McKesson Corp 3,45628.5M SEK0.14 %
CME Group Inc 10,06528.3M SEK0.14 %
Tokyo Electron Ltd 12,70028.3M SEK0.14 %
Southern Co/The 30,75828.3M SEK0.14 %
Corning Inc 21,67428.1M SEK0.14 %
Comcast Corp 100,21527.4M SEK0.13 %
Duke Energy Corp 21,73827.1M SEK0.13 %
Adobe Inc 11,70427.1M SEK0.13 %
Agnico Eagle Mines Ltd 14,05627.1M SEK0.13 %
Sanofi SA 29,82727.1M SEK0.13 %
Zurich Insurance Group AG 4,06027M SEK0.13 %
AppLovin Corp 7,10226.9M SEK0.13 %
Starbucks Corp 31,21826.6M SEK0.13 %
Canadian Natural Resources Ltd 57,00426.4M SEK0.13 %
UniCredit SpA 39,27426.2M SEK0.13 %
Rio Tinto PLC 30,00826.2M SEK0.13 %
T-Mobile US Inc 12,96425.9M SEK0.13 %
Northrop Grumman Corp 3,98725.9M SEK0.12 %
Crowdstrike Holdings Inc 6,92125.7M SEK0.12 %
Equinix Inc 2,74125.6M SEK0.12 %
Bank of Montreal 19,86325.5M SEK0.12 %
Mizuho Financial Group Inc 69,00025.1M SEK0.12 %
Advantest Corp 20,50025M SEK0.12 %
Boston Scientific Corp 41,39424.7M SEK0.12 %
BNP Paribas SA 27,74024.7M SEK0.12 %
Waste Management Inc 11,26024.6M SEK0.12 %
Western Digital Corp 9,54724.6M SEK0.12 %
Trane Technologies PLC 6,19524.6M SEK0.12 %
Westpac Banking Corp 95,38224.6M SEK0.12 %
Howmet Aerospace Inc 11,13824.5M SEK0.12 %
CVS Health Corp 35,48924.3M SEK0.12 %
Cie Financiere Richemont SA 14,76624.3M SEK0.12 %
Mitsui & Co Ltd 67,30024M SEK0.12 %
L'Oreal SA 6,24824M SEK0.12 %
Brookfield Corp 61,90323.8M SEK0.11 %
Intercontinental Exchange Inc 15,79223.7M SEK0.11 %
Williams Cos Inc/The 34,12223.7M SEK0.11 %
DBS Group Holdings Ltd 56,20023.6M SEK0.11 %
Canadian Imperial Bank of Commerce 25,94123.3M SEK0.11 %
Constellation Energy Corp. 8,73523.2M SEK0.11 %
BAE Systems PLC 84,04423.2M SEK0.11 %
Vertiv Holdings Co 9,71823.2M SEK0.11 %
National Australia Bank Ltd 85,51023.1M SEK0.11 %
Sandisk Corp/DE 3,80623M SEK0.11 %
Bank of Nova Scotia/The 34,61422.8M SEK0.11 %
Marsh & McLennan Cos Inc 13,68922.6M SEK0.11 %
Intesa Sanpaolo SpA 398,51622.6M SEK0.11 %
Blackstone Inc 20,55922.5M SEK0.11 %
Freeport-McMoRan Inc 40,04522.4M SEK0.11 %
Marvell Technology Inc 23,63422.3M SEK0.11 %
SoftBank Group Corp 104,10022.2M SEK0.11 %
National Grid PLC 138,87422.1M SEK0.11 %
Enel SpA 215,03522.1M SEK0.11 %
Bank of New York Mellon Corp/The 19,49822M SEK0.11 %
Mitsubishi Heavy Industries Ltd 87,10022M SEK0.11 %
Automatic Data Processing Inc 11,30821.9M SEK0.11 %
PNC Financial Services Group Inc/The 10,95421.7M SEK0.10 %
MercadoLibre Inc 1,31721.7M SEK0.10 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 3,65721.7M SEK0.10 %
Quanta Services Inc 4,12721.6M SEK0.10 %
American Tower Corp 13,09321.5M SEK0.10 %