Titelia

Holdings of SEB Global Exposure

SEB Funds AB ·808 declared positions · as of Mar 31, 2026

Original filing · Net assets 652.9M SEK · Ten largest lines: 30.4 % of the equity sleeve

Sector breakdown

  • Technology 28.8 %
  • Financials 14.9 %
  • Health care 10.0 %
  • Communication 9.7 %
  • Consumer discretionary 9.3 %
  • Industrials 6.8 %
  • Consumer staples 4.0 %
  • Materials 2.4 %
  • Real estate 1.3 %
  • Unattributed 12.7 %

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 73.6 %
  • JP 5.7 %
  • CH 2.9 %
  • CA 2.8 %
  • GB 2.8 %
  • DE 2.3 %
  • FR 1.7 %
  • NL 1.7 %
  • AU 1.5 %
  • SE 0.9 %
  • ES 0.7 %
  • IT 0.6 %
  • Other countries 2.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US430479.5M SEK73.63 %
JP9636.8M SEK5.66 %
CH3119.2M SEK2.95 %
CA3718.3M SEK2.80 %
GB3318.1M SEK2.78 %
DE2314.8M SEK2.28 %
FR2211.4M SEK1.75 %
NL2010.9M SEK1.67 %
AU229.6M SEK1.47 %
SE185.6M SEK0.86 %
ES94.8M SEK0.74 %
IT114.2M SEK0.65 %

Positions

CompanySharesValueWeight
NVIDIA Corp 25,03341.6M SEK6.37 %
Apple Inc 15,14536.6M SEK5.61 %
Microsoft Corp 7,29125.7M SEK3.94 %
Amazon.com Inc 9,93619.7M SEK3.02 %
Alphabet Inc 5,65715.5M SEK2.37 %
Alphabet Inc 5,41514.8M SEK2.27 %
Broadcom Inc 4,65713.7M SEK2.10 %
Meta Platforms Inc 2,26712.4M SEK1.89 %
Tesla Inc 2,93410.4M SEK1.59 %
JPMorgan Chase & Co 2,8107.9M SEK1.21 %
Eli Lilly & Co 8317.3M SEK1.12 %
Johnson & Johnson 2,4895.8M SEK0.89 %
Walmart Inc 4,6045.5M SEK0.83 %
Visa Inc 1,8325.3M SEK0.81 %
ASML Holding NV 4035M SEK0.76 %
Mastercard Inc 9204.4M SEK0.67 %
Netflix Inc 4,4284.1M SEK0.62 %
AbbVie Inc 1,8103.8M SEK0.57 %
Micron Technology Inc 1,1423.7M SEK0.56 %
Caterpillar Inc 4963.3M SEK0.51 %
Home Depot Inc/The 1,0603.3M SEK0.51 %
Bank of America Corp 7,1493.3M SEK0.51 %
Advanced Micro Devices Inc 1,6843.3M SEK0.50 %
Procter & Gamble Co/The 2,3653.3M SEK0.50 %
AstraZeneca PLC 1,7323.2M SEK0.49 %
Coca-Cola Co/The 4,2403.1M SEK0.47 %
Cisco Systems, Inc. 4,0163M SEK0.45 %
Merck & Co Inc 2,5893M SEK0.45 %
Novartis AG 2,0693M SEK0.45 %
Applied Materials Inc 8352.7M SEK0.42 %
Lam Research Corp 1,3082.7M SEK0.41 %
Goldman Sachs Group Inc/The 3232.6M SEK0.40 %
HSBC Holdings PLC 16,7802.6M SEK0.39 %
Roche Holding AG 6702.5M SEK0.38 %
Oracle Corp 1,7562.5M SEK0.38 %
Wells Fargo & Co 3,2322.5M SEK0.38 %
Nestle SA 2,6152.4M SEK0.37 %
UnitedHealth Group Inc 9322.4M SEK0.37 %
GE Vernova Inc 2782.3M SEK0.35 %
International Business Machines Corp. 1,0002.3M SEK0.35 %
McDonald's Corp. 7272.2M SEK0.33 %
Linde PLC 4522.1M SEK0.33 %
Morgan Stanley 1,3442.1M SEK0.32 %
Royal Bank of Canada 1,3722.1M SEK0.32 %
PepsiCo Inc 1,3842M SEK0.31 %
Citigroup Inc 1,8952M SEK0.31 %
Verizon Communications Inc 4,1612M SEK0.30 %
Allianz SE 4992M SEK0.30 %
AT&T Inc 7,0081.9M SEK0.30 %
Thermo Fisher Scientific Inc 4131.9M SEK0.30 %
Intel Corp 4,5751.9M SEK0.29 %
KLA Corp 1371.9M SEK0.29 %
Commonwealth Bank of Australia 1,7371.9M SEK0.29 %
Amgen Inc 5591.9M SEK0.29 %
Siemens AG 8191.8M SEK0.28 %
Toyota Motor Corp. 9,6651.8M SEK0.28 %
Banco Santander SA 17,0971.8M SEK0.27 %
Mitsubishi UFJ Financial Group Inc 11,4271.8M SEK0.27 %
Texas Instruments Inc 9591.8M SEK0.27 %
SAP SE 1,0971.8M SEK0.27 %
Abbott Laboratories 1,8021.8M SEK0.27 %
TJX Cos Inc/The 1,1561.8M SEK0.27 %
Gilead Sciences Inc 1,3031.7M SEK0.27 %
American Express Co 5961.7M SEK0.26 %
Intuitive Surgical Inc 3801.7M SEK0.26 %
Union Pacific Corp 6931.6M SEK0.25 %
Salesforce Inc 8841.6M SEK0.24 %
Blackrock Inc 1661.5M SEK0.23 %
Deutsche Telekom AG 4,3201.5M SEK0.23 %
Walt Disney Co/The 1,6331.5M SEK0.23 %
Shopify Inc 1,2591.4M SEK0.22 %
Analog Devices Inc 4521.4M SEK0.21 %
Pfizer Inc 5,0791.4M SEK0.21 %
Toronto-Dominion Bank/The 1,5001.3M SEK0.20 %
Schneider Electric SE 5291.3M SEK0.20 %
Charles Schwab Corp/The 1,4841.3M SEK0.20 %
Deere & Co 2471.3M SEK0.20 %
Uber Technologies Inc 1,9231.3M SEK0.20 %
Siemens Energy AG 8281.3M SEK0.20 %
Booking Holdings Inc 311.2M SEK0.19 %
QUALCOMM Inc 1,0031.2M SEK0.19 %
Palo Alto Networks Inc 8021.2M SEK0.19 %
Hitachi Ltd 4,5651.2M SEK0.19 %
Lowe's Cos Inc 5341.2M SEK0.18 %
Capital One Financial Corp 6911.2M SEK0.18 %
ServiceNow Inc 1,1891.2M SEK0.18 %
Arista Networks Inc 9951.2M SEK0.18 %
Intuit Inc 2791.1M SEK0.18 %
Corning Inc 8801.1M SEK0.17 %
Welltower Inc 6001.1M SEK0.17 %
S&P Global Inc 2761.1M SEK0.17 %
GSK PLC 4,3031.1M SEK0.17 %
ABB Ltd 1,4741.1M SEK0.17 %
Vertex Pharmaceuticals Inc 2561.1M SEK0.17 %
Sony Group Corp 5,6111.1M SEK0.17 %
Crowdstrike Holdings Inc 2881.1M SEK0.16 %
Bristol-Myers Squibb Co 1,8481.1M SEK0.16 %
Novo Nordisk A/S 3,1421.1M SEK0.16 %
Danaher Corp 5791M SEK0.16 %
Accenture PLC 5511M SEK0.16 %