Titelia

Holdings of Nordic Equities Our World

Nordic Equities Kapitalförvaltning Aktiebolag ·34 declared positions · as of Mar 31, 2026

Original filing · Net assets 33.1M SEK · Ten largest lines: 47.7 % of the equity sleeve

Sector breakdown

  • Health care 20.9 %
  • Industrials 16.2 %
  • Technology 9.9 %
  • Communication 5.8 %
  • Financials 5.7 %
  • Materials 1.9 %
  • Unattributed 39.7 %

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 48.0 %
  • SE 10.1 %
  • DE 7.9 %
  • NO 5.9 %
  • FR 5.5 %
  • IE 5.4 %
  • GB 4.7 %
  • DK 4.5 %
  • IT 2.9 %
  • JP 2.8 %
  • FI 1.3 %
  • CH 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1615.5M SEK47.95 %
2SE43.3M SEK10.11 %
3DE32.6M SEK7.94 %
4NO11.9M SEK5.89 %
5FR21.8M SEK5.53 %
6IE11.7M SEK5.38 %
7GB11.5M SEK4.69 %
8DK11.5M SEK4.50 %
9IT1932.5K SEK2.88 %
10JP1897.4K SEK2.78 %
11FI2431.4K SEK1.33 %
12CH1328.9K SEK1.02 %

Positions

RankCompanySharesValueWeight
1Storebrand ASA 11,1891.9M SEK5.76 %
2Alphabet Inc 6841.9M SEK5.62 %
3Amgen Inc 5371.8M SEK5.40 %
4Johnson Controls International plc 1,4031.7M SEK5.25 %
5AstraZeneca PLC 8181.5M SEK4.58 %
6Vestas Wind Systems A/S 5,2201.5M SEK4.39 %
7Veolia Environnement SA 3,7591.3M SEK4.06 %
8NVIDIA Corp 7961.3M SEK3.97 %
9Fresenius SE & Co. KGaA 2,6241.3M SEK3.85 %
10Swedish Orphan Biovitrum AB 3,1641.2M SEK3.75 %
11Alfa Laval AB 2,3741.2M SEK3.64 %
12Republic Services Inc 5811.2M SEK3.64 %
13Waste Management Inc 5461.2M SEK3.59 %
14Eli Lilly & Co 1231.1M SEK3.24 %
15Microsoft Corp 275963.1K SEK2.91 %
16Prysmian SpA 863932.5K SEK2.82 %
17Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 156920.5K SEK2.78 %
18Xylem Inc/NY 814920.3K SEK2.78 %
19Ebara Corp 3,540897.4K SEK2.71 %
20Vertex Pharmaceuticals Inc 197832.3K SEK2.52 %
21Trimble Inc 1,303804.2K SEK2.43 %
22Cigna Group/The 301759.7K SEK2.30 %
23Ormat Technologies Inc 703744.4K SEK2.25 %
24First Solar Inc 375699.9K SEK2.12 %
25Sweco AB 4,632614.7K SEK1.86 %
26Incyte Corp 680605.5K SEK1.83 %
27Arthur J Gallagher & Co 274561.5K SEK1.70 %
28EssilorLuxottica SA 205444.9K SEK1.34 %
29Allianz SE 95373.4K SEK1.13 %
30Novartis AG 230328.9K SEK0.99 %
31Terveystalo Oyj 2,939278.1K SEK0.84 %
32Dynavox Group AB 2,352205.8K SEK0.62 %
33Carrier Global Corp 351187K SEK0.57 %
34Harvia Oyj 424153.3K SEK0.46 %