Titelia

Holdings of SEB USA Exposure

SEB Funds AB ·452 declared positions · as of Mar 31, 2026

Original filing · Net assets 26.7B SEK · Ten largest lines: 41.1 % of the equity sleeve

Sector breakdown

  • Technology 36.3 %
  • Financials 12.4 %
  • Communication 11.9 %
  • Consumer discretionary 11.3 %
  • Health care 10.7 %
  • Industrials 6.4 %
  • Consumer staples 3.8 %
  • Materials 2.4 %
  • Real estate 1.8 %
  • Utilities 0.1 %
  • Unattributed 3.0 %

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 99.5 %
  • IE 0.2 %
  • NL 0.1 %
  • BM 0.1 %
  • CH 0.1 %
  • SG 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US44426.6B SEK99.45 %
2IE259.4M SEK0.22 %
3NL232.9M SEK0.12 %
4BM118.8M SEK0.07 %
5CH115.9M SEK0.06 %
6SG112.9M SEK0.05 %
7AU16M SEK0.02 %

Positions

RankCompanySharesValueWeight
201Nucor Corp 13,50421.8M SEK0.08 %
202Nasdaq Inc 26,84621.7M SEK0.08 %
203Roper Technologies Inc 6,43021.7M SEK0.08 %
204American International Group Inc 30,01321.5M SEK0.08 %
205PayPal Holdings Inc 49,56121.4M SEK0.08 %
206MetLife Inc 31,63521.3M SEK0.08 %
207Garmin Ltd 9,60721.2M SEK0.08 %
208Coinbase Global Inc 12,68121.1M SEK0.08 %
209Ventas Inc 26,87020.9M SEK0.08 %
210Vulcan Materials Co 7,91120.5M SEK0.08 %
211Take-Two Interactive Software Inc 10,88420.5M SEK0.08 %
212Crown Castle Inc 26,29520.4M SEK0.08 %
213Hartford Insurance Group Inc/The 15,59220.1M SEK0.08 %
214Microchip Technology Inc 32,34819.9M SEK0.07 %
215Archer-Daniels-Midland Co 28,75219.9M SEK0.07 %
216Coherent Corp 8,68719.7M SEK0.07 %
217Keurig Dr Pepper Inc 78,01019.6M SEK0.07 %
218Old Dominion Freight Line Inc 10,45119.5M SEK0.07 %
219Datadog Inc 17,05319.2M SEK0.07 %
220State Street Corp 15,76719M SEK0.07 %
221DR Horton Inc 14,53019M SEK0.07 %
222ROBLOX Corp 34,86518.8M SEK0.07 %
223Arch Capital Group Ltd 20,52718.8M SEK0.07 %
224Martin Marietta Materials Inc 3,33118.7M SEK0.07 %
225Block Inc 32,31418.5M SEK0.07 %
226Insmed Inc 11,73718.3M SEK0.07 %
227Strategy Inc 15,29818.2M SEK0.07 %
228Sysco Corp 26,72818.2M SEK0.07 %
229Hewlett Packard Enterprise Co 79,51418M SEK0.07 %
230Prudential Financial, Inc. 19,36418M SEK0.07 %
231Axon Enterprise Inc 4,36317.7M SEK0.07 %
232EMCOR Group Inc 2,48417.5M SEK0.07 %
233M&T Bank Corp 8,77817.3M SEK0.06 %
234Rocket Lab Corp 28,21117.3M SEK0.06 %
235Kenvue Inc 104,82417.2M SEK0.06 %
236Huntington Bancshares Inc/OH 115,20717.2M SEK0.06 %
237ResMed Inc 8,02417.2M SEK0.06 %
238Dow Inc 43,21217.1M SEK0.06 %
239GE HealthCare Technologies Inc 25,01317M SEK0.06 %
240Agilent Technologies Inc 15,57616.9M SEK0.06 %
241Interactive Brokers Group Inc 26,45516.9M SEK0.06 %
242VICI Properties Inc 64,59316.8M SEK0.06 %
243Bloom Energy Corp 13,02316.8M SEK0.06 %
244Ingersoll Rand Inc 22,02216.8M SEK0.06 %
245Kimberly-Clark Corp 18,11916.7M SEK0.06 %
246Cognizant Technology Solutions Corp. 27,91916.3M SEK0.06 %
247Fiserv Inc 30,51716.2M SEK0.06 %
248Veeva Systems Inc 9,59216.1M SEK0.06 %
249Hershey Co/The 8,08316M SEK0.06 %
250Otis Worldwide Corp 21,61515.9M SEK0.06 %
251Amrize Ltd 29,72315.9M SEK0.06 %
252Copart Inc 50,14215.9M SEK0.06 %
253Willis Towers Watson PLC 5,72215.8M SEK0.06 %
254Carnival Corp 63,74715.7M SEK0.06 %
255IQVIA Holdings Inc 9,63315.6M SEK0.06 %
256Iron Mountain Inc 16,04815.6M SEK0.06 %
257Paychex Inc 17,71115.5M SEK0.06 %
258Tapestry Inc 11,50015.5M SEK0.06 %
259Cboe Global Markets Inc 5,72115.3M SEK0.06 %
260Northern Trust Corp 11,46915.2M SEK0.06 %
261Waters Corp 5,37315.2M SEK0.06 %
262Xylem Inc/NY 13,29515.1M SEK0.06 %
263Natera Inc 7,86215M SEK0.06 %
264Dover Corp 7,48814.9M SEK0.06 %
265Jabil Inc 5,86514.8M SEK0.06 %
266Expedia Group Inc 6,73814.8M SEK0.06 %
267Raymond James Financial Inc 10,63514.7M SEK0.05 %
268Workday Inc 11,76214.6M SEK0.05 %
269Extra Space Storage Inc 11,59514.5M SEK0.05 %
270Biogen Inc 7,99714M SEK0.05 %
271Verisk Analytics Inc 7,64613.8M SEK0.05 %
272American Water Works Co Inc 10,65413.8M SEK0.05 %
273Synchrony Financial 21,23913.8M SEK0.05 %
274Mettler-Toledo International Inc 1,13913.7M SEK0.05 %
275Hubbell Inc 2,92713.7M SEK0.05 %
276Citizens Financial Group Inc 23,88213.6M SEK0.05 %
277ON Semiconductor Corp 23,05813.6M SEK0.05 %
278Dollar General Corp 12,01613.6M SEK0.05 %
279Fair Isaac Corp 1,33413.6M SEK0.05 %
280FTAI Aviation Ltd 5,71913.3M SEK0.05 %
281Steel Dynamics Inc 7,78013.3M SEK0.05 %
282United Therapeutics Corp 2,33113.2M SEK0.05 %
283Flex Ltd 20,76512.9M SEK0.05 %
284Fidelity National Information Services Inc 28,93912.9M SEK0.05 %
285Live Nation Entertainment Inc 8,83912.8M SEK0.05 %
286Cincinnati Financial Corp 8,55412.8M SEK0.05 %
287Dexcom Inc 21,42212.8M SEK0.05 %
288Markel Group Inc 69412.7M SEK0.05 %
289PPG Industries Inc 12,40012.6M SEK0.05 %
290Omnicom Group Inc 17,54212.6M SEK0.05 %
291Qnity Electronics Inc 11,43212.6M SEK0.05 %
292Tractor Supply Co 29,04412.5M SEK0.05 %
293LPL Financial Holdings Inc 4,36912.5M SEK0.05 %
294PulteGroup Inc 11,01312.3M SEK0.05 %
295Ulta Beauty Inc 2,47512.3M SEK0.05 %
296Regions Financial Corp 49,46912.3M SEK0.05 %
297Ares Management Corp 11,73712.2M SEK0.05 %
298AvalonBay Communities, Inc. 7,77812.1M SEK0.05 %
299Church & Dwight Co Inc 13,44612M SEK0.04 %
300Darden Restaurants Inc 6,39411.9M SEK0.04 %