Titelia

Holdings of Active M International Equity Fund

Northern Funds · Original filing · Compare with another fund · Report an error

Net assets
605.8M $ including 573.1M $ in equities, 94.6 %
Positions
488 in 35 countries
Top ten
14.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Nokia Oyj 189,7141.5M $0.25 %
102Chiba Bank Ltd/The 116,8701.5M $0.25 %
103Erste Group Bank AG 13,7471.5M $0.25 %
104Japan Post Insurance Co Ltd 145,5901.5M $0.24 %
105KDDI Corp 85,2001.5M $0.24 %
106Taiwan Semiconductor Manufacturing Co Ltd 4,2821.4M $0.24 %
107Ageas SA/NV 19,0631.4M $0.23 %
108Telefonaktiebolaget LM Ericsson 120,9171.4M $0.23 %
109United Overseas Bank Ltd 46,9001.3M $0.22 %
110Ambev SA 455,6661.3M $0.22 %
111BPER Banca SPA 100,7041.3M $0.22 %
112Nutrien Ltd 17,3641.3M $0.22 %
113Carrefour SA 70,6111.3M $0.21 %
114Smith & Nephew PLC 82,1371.3M $0.21 %
115Open House Group Co Ltd 20,2001.3M $0.21 %
116Rohm Co Ltd 65,9281.3M $0.21 %
117easyJet PLC 273,4611.3M $0.21 %
118SKF AB 52,5091.3M $0.21 %
119Segro PLC 142,9461.2M $0.21 %
120Anglo American PLC 28,1981.2M $0.20 %
121Lottomatica Group Spa 41,2371.2M $0.20 %
122KT Corp 55,3101.2M $0.20 %
123KB Financial Group Inc 12,6551.2M $0.20 %
124DPM Metals Inc 33,5951.2M $0.20 %
125Schneider Electric SE 4,2951.2M $0.19 %
126Mitsubishi Estate Co Ltd 42,5861.2M $0.19 %
127Tesco PLC 183,4711.2M $0.19 %
128ASML Holding NV 8721.2M $0.19 %
129Swatch Group AG/The 5,1571.1M $0.19 %
130Baidu Inc 81,2101.1M $0.19 %
131Telefonica Brasil SA 142,0841.1M $0.19 %
132Oversea-Chinese Banking Corp Ltd 64,8001.1M $0.18 %
133Melrose Industries PLC 163,0161.1M $0.18 %
134Syensqo SA 18,9771.1M $0.18 %
135CK Hutchison Holdings Ltd 142,6541.1M $0.18 %
136Renault SA 31,4911.1M $0.18 %
137OceanaGold Corp 33,8261.1M $0.18 %
138Berkeley Group Holdings PLC 22,9501.1M $0.17 %
139DCC PLC 16,7521M $0.17 %
140Smiths Group PLC 33,5631M $0.17 %
141Barrick Mining Corp 24,7941M $0.17 %
142CK Asset Holdings Ltd 176,3241M $0.17 %
143Toyo Suisan Kaisha Ltd 14,4001M $0.17 %
144Evonik Industries AG 51,7691M $0.17 %
145Zalando SE 41,8781M $0.17 %
146Koito Manufacturing Co Ltd 64,260998.3K $0.16 %
147China Mengniu Dairy Co Ltd 449,779992.2K $0.16 %
148Tryg A/S 41,365990.2K $0.16 %
149Kasikornbank PCL 167,381969.4K $0.16 %
150JD.com Inc 65,080960K $0.16 %
151Prysmian SpA 8,177956.2K $0.16 %
152British Land Co PLC/The 197,090942.3K $0.16 %
153Mitsui Kinzoku Co Ltd 5,000937.6K $0.15 %
154LVMH Moet Hennessy Louis Vuitton SE 1,676931.6K $0.15 %
155Mitsubishi UFJ Financial Group Inc 54,900927.6K $0.15 %
156Kasikornbank PCL 156,145912.9K $0.15 %
157Deutsche Lufthansa AG 109,974907.7K $0.15 %
158KBC Group NV 7,402904.9K $0.15 %
159ABB Ltd 10,815879.6K $0.15 %
160Industria de Diseno Textil SA 15,148870.9K $0.14 %
161BAWAG Group AG 5,678866.6K $0.14 %
162Kingfisher PLC 227,868865.3K $0.14 %
163Persol Holdings Co Ltd 582,310852.1K $0.14 %
164Nordea Bank Abp 49,272845.1K $0.14 %
165Eisai Co Ltd 27,006839.3K $0.14 %
166Mondi PLC 74,521839K $0.14 %
167Mitsui Fudosan Co Ltd 79,200838.3K $0.14 %
168Adecco Group AG 34,570836.6K $0.14 %
169Old Mutual Ltd 985,033811.7K $0.13 %
170Sony Group Corp 39,100806.5K $0.13 %
171Hyundai Mobis Co Ltd 3,118801.9K $0.13 %
172Whitecap Resources Inc 70,270793.1K $0.13 %
173BOC Aviation Ltd 79,500789.6K $0.13 %
174Natura Cosmeticos SA 392,832788.7K $0.13 %
175IG Group Holdings PLC 41,664785.9K $0.13 %
176Endeavour Mining PLC 12,942776K $0.13 %
177Bank Negara Indonesia Persero Tbk PT 3,481,210775.5K $0.13 %
178Ramelius Resources Ltd 291,963775.4K $0.13 %
179Japan Airlines Co Ltd 47,473772.4K $0.13 %
180Indra Sistemas SA 13,955769K $0.13 %
181Nitto Boseki Co Ltd 6,200767.8K $0.13 %
182Arkema SA 11,267766.7K $0.13 %
183AIA Group Ltd 67,600759.4K $0.13 %
184Ultrapar Participacoes SA 137,048758K $0.13 %
185Stantec Inc 8,737755.3K $0.12 %
186Bankinter SA 47,938754.7K $0.12 %
187HKT Trust & HKT Ltd 483,000753.1K $0.12 %
188Toronto-Dominion Bank/The 7,998747K $0.12 %
189Weir Group PLC/The 19,963746.9K $0.12 %
190Subaru Corp 46,112736.7K $0.12 %
191Land Securities Group PLC 99,162735.8K $0.12 %
192Dentsu Group Inc 42,530730K $0.12 %
193Burberry Group PLC 49,299721.3K $0.12 %
194Finning International Inc 11,640720.3K $0.12 %
195Galenica AG 6,304719.6K $0.12 %
196Compass Group PLC 25,715714.5K $0.12 %
197Brenntag SE 10,806712.9K $0.12 %
198Informa PLC 70,080698.6K $0.12 %
199Mebuki Financial Group Inc 90,400696.3K $0.11 %
200Lojas Renner SA 242,522696.2K $0.11 %

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Sector breakdown

  • Financials 13.4 %
  • Industrials 9.7 %
  • Technology 9.0 %
  • Health care 5.2 %
  • Consumer staples 4.5 %
  • Energy 3.6 %
  • Communication 3.3 %
  • Materials 2.5 %
  • Consumer discretionary 2.2 %
  • Utilities 1.5 %
  • Unattributed 45.1 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • EUR 31.5 %
  • GBP 21.6 %
  • JPY 13.2 %
  • USD 13.1 %
  • KRW 3.5 %
  • CAD 3.2 %
  • CHF 3.0 %
  • HKD 2.5 %
  • TWD 1.8 %
  • SEK 1.3 %
  • AUD 0.9 %
  • DKK 0.9 %
  • BRL 0.8 %
  • SGD 0.8 %
  • THB 0.4 %
  • ZAR 0.4 %
  • MXN 0.3 %
  • ILS 0.2 %
  • IDR 0.2 %
  • NOK 0.1 %
  • INR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United Kingdom 21.1 %
  • Japan 13.2 %
  • France 11.6 %
  • Germany 8.5 %
  • United States 7.7 %
  • Netherlands 6.0 %
  • Canada 4.7 %
  • South Korea 3.7 %
  • Switzerland 3.1 %
  • Italy 3.0 %
  • Taiwan 2.0 %
  • Hong Kong SAR China 2.0 %
  • Other countries 13.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom76120.9M $21.09 %
2Japan10375.8M $13.23 %
3France3366.3M $11.57 %
4Germany3448.5M $8.46 %
5United States1844.2M $7.72 %
6Netherlands1934.2M $5.96 %
7Canada3026.8M $4.68 %
8South Korea3121.3M $3.72 %
9Switzerland1917.6M $3.06 %
10Italy1417.2M $3.01 %
11Taiwan211.7M $2.03 %
12Hong Kong SAR China811.5M $2.00 %
Cite this page

Titelia. "Holdings of Active M International Equity Fund". https://titelia.com/en/funds/S000012492