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
301Equity Residential 20,86611.8M SEK0.04 %
302Royalty Pharma PLC 25,72711.8M SEK0.04 %
303Williams-Sonoma Inc 6,74811.7M SEK0.04 %
304Equifax Inc 6,81811.7M SEK0.04 %
305Dollar Tree Inc 11,16311.6M SEK0.04 %
306Labcorp Holdings Inc 4,57111.6M SEK0.04 %
307Twilio Inc 9,59411.5M SEK0.04 %
308Coeur Mining Inc 63,91011.4M SEK0.04 %
309Veralto Corp 13,55211.4M SEK0.04 %
310Quest Diagnostics Inc 6,09811.4M SEK0.04 %
311STERIS PLC 5,36811.3M SEK0.04 %
312CF Industries Holdings Inc 9,09511.2M SEK0.04 %
313VeriSign Inc 4,62810.9M SEK0.04 %
314NetApp Inc 11,21210.9M SEK0.04 %
315Humana Inc 6,59410.9M SEK0.04 %
316Smurfit Westrock PLC 28,51710.8M SEK0.04 %
317Estee Lauder Cos Inc/The 15,77110.8M SEK0.04 %
318Burlington Stores Inc 3,44110.7M SEK0.04 %
319General Mills, Inc. 29,91710.6M SEK0.04 %
320Principal Financial Group Inc 12,29110.6M SEK0.04 %
321Kraft Heinz Co/The 48,96510.5M SEK0.04 %
322First Solar Inc 5,56610.5M SEK0.04 %
323T Rowe Price Group Inc 12,14210.4M SEK0.04 %
324Zoom Communications Inc 13,56910.4M SEK0.04 %
325Charter Communications, Inc. 5,04310.4M SEK0.04 %
326SoFi Technologies Inc 68,41610.3M SEK0.04 %
327MongoDB Inc 4,43610.3M SEK0.04 %
328CH Robinson Worldwide Inc 6,45910.2M SEK0.04 %
329Illumina Inc 8,64610.2M SEK0.04 %
330Corpay Inc 3,64610.1M SEK0.04 %
331Expeditors International of Washington Inc 7,31810M SEK0.04 %
332DuPont de Nemours Inc 22,86410M SEK0.04 %
333Brown & Brown Inc 16,02210M SEK0.04 %
334Packaging Corp of America 4,9139.9M SEK0.04 %
335Snap-on Inc 2,8649.9M SEK0.04 %
336AST SpaceMobile Inc 12,5439.9M SEK0.04 %
337Broadridge Financial Solutions Inc 6,3939.9M SEK0.04 %
338NVR Inc 1569.8M SEK0.04 %
339CoreWeave Inc 13,2569.8M SEK0.04 %
340KeyCorp 50,8839.7M SEK0.04 %
341SBA Communications Corp 5,9029.7M SEK0.04 %
342International Flavors & Fragrances Inc 13,9729.7M SEK0.04 %
343Fortive Corp 18,3009.6M SEK0.04 %
344PTC Inc 7,0469.6M SEK0.04 %
345Everpure Inc 16,9219.5M SEK0.04 %
346Amcor PLC 24,9569.5M SEK0.04 %
347Lennar Corp 11,4229.4M SEK0.04 %
348West Pharmaceutical Services Inc 3,9509.4M SEK0.04 %
349HP Inc 51,5039.4M SEK0.04 %
350Liberty Media Corp-Liberty Formula One 11,5669.4M SEK0.04 %
351Tyson Foods Inc 15,2839.3M SEK0.03 %
352International Paper Co 27,3989.3M SEK0.03 %
353Zimmer Biomet Holdings Inc 10,8099.3M SEK0.03 %
354Entegris Inc 8,2679.2M SEK0.03 %
355First Citizens BancShares Inc/NC 5139.2M SEK0.03 %
356Weyerhaeuser Co 39,3299.2M SEK0.03 %
357CoStar Group Inc 23,0428.9M SEK0.03 %
358Hologic Inc 12,2598.8M SEK0.03 %
359JB Hunt Transport Services Inc 4,3718.8M SEK0.03 %
360Lululemon Athletica Inc 5,9968.7M SEK0.03 %
361EchoStar Corp 7,8148.7M SEK0.03 %
362W R Berkley Corp 13,7738.7M SEK0.03 %
363F5 Inc 3,1508.7M SEK0.03 %
364Global Payments Inc 13,4338.6M SEK0.03 %
365Centene Corp 27,1018.5M SEK0.03 %
366Sun Communities Inc 6,9718.4M SEK0.03 %
367Reliance Inc 2,8898.4M SEK0.03 %
368Trimble Inc 13,4288.3M SEK0.03 %
369CDW Corp/DE 7,1998.3M SEK0.03 %
370Aptiv PLC 12,5358.3M SEK0.03 %
371Ball Corp 14,6568.3M SEK0.03 %
372Essex Property Trust Inc 3,5148.1M SEK0.03 %
373Rollins Inc 15,9018.1M SEK0.03 %
374Incyte Corp 8,9878.1M SEK0.03 %
375Kimco Realty Corp 37,1237.9M SEK0.03 %
376Deckers Outdoor Corp 8,2927.9M SEK0.03 %
377SS&C Technologies Holdings Inc 12,1167.8M SEK0.03 %
378WP Carey Inc 11,9637.7M SEK0.03 %
379Credo Technology Group Holding Ltd 8,6457.7M SEK0.03 %
380Lennox International Inc 1,7447.7M SEK0.03 %
381Astera Labs Inc 7,3847.7M SEK0.03 %
382Tyler Technologies Inc 2,3557.7M SEK0.03 %
383Insulet Corp 3,8377.7M SEK0.03 %
384Carlisle Cos Inc 2,4127.7M SEK0.03 %
385Genuine Parts Co 7,5827.6M SEK0.03 %
386Invitation Homes Inc 31,8107.5M SEK0.03 %
387Revolution Medicines Inc 8,0847.5M SEK0.03 %
388Nordson Corp 2,9547.5M SEK0.03 %
389Pentair PLC 9,0137.5M SEK0.03 %
390IDEX Corp 4,1277.5M SEK0.03 %
391Cooper Cos Inc/The 10,9267.4M SEK0.03 %
392Mid-America Apartment Communities, Inc. 6,3877.4M SEK0.03 %
393Rocket Cos Inc 54,6377.4M SEK0.03 %
394Graco Inc 9,1867.4M SEK0.03 %
395Reddit Inc 5,7397.4M SEK0.03 %
396Dick's Sporting Goods Inc 3,8937.4M SEK0.03 %
397Zscaler Inc 5,4957.3M SEK0.03 %
398Everest Group Ltd 2,3317.3M SEK0.03 %
399Annaly Capital Management Inc 35,4997.2M SEK0.03 %
400Tradeweb Markets Inc 6,3617.1M SEK0.03 %