Holdings of Lannebo Marknad Europa
Lannebo Kapitalförvaltning AB ·351 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.9B SEK · Ten largest lines: 22.9 % of the equity sleeve
Sector breakdown
- Financials 19.1 %
- Health care 11.6 %
- Industrials 10.2 %
- Technology 8.7 %
- Consumer staples 6.0 %
- Utilities 4.0 %
- Materials 3.3 %
- Consumer discretionary 3.1 %
- Communication 2.8 %
- Funds 0.2 %
- Unattributed 30.9 %
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
- GB 19.3 %
- CH 15.8 %
- DE 15.4 %
- FR 13.7 %
- NL 9.4 %
- ES 6.1 %
- SE 5.4 %
- IT 5.1 %
- DK 2.8 %
- FI 1.9 %
- BE 1.4 %
- US 1.0 %
- Other countries 2.7 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| GB | 56 | 364.8M SEK | 19.30 % |
| CH | 40 | 298.4M SEK | 15.78 % |
| DE | 49 | 291.8M SEK | 15.44 % |
| FR | 42 | 259.7M SEK | 13.74 % |
| NL | 26 | 177.8M SEK | 9.40 % |
| ES | 16 | 114.7M SEK | 6.07 % |
| SE | 39 | 101.6M SEK | 5.37 % |
| IT | 20 | 95.8M SEK | 5.07 % |
| DK | 14 | 53.3M SEK | 2.82 % |
| FI | 11 | 35.8M SEK | 1.90 % |
| BE | 11 | 25.9M SEK | 1.37 % |
| US | 3 | 19.1M SEK | 1.01 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| ASML Holding NV | 7,402 | 90.9M SEK | 4.74 % |
| AstraZeneca PLC | 27,384 | 50.5M SEK | 2.63 % |
| HSBC Holdings PLC | 305,239 | 46.8M SEK | 2.44 % |
| Nestle SA | 45,453 | 42.3M SEK | 2.20 % |
| Novartis AG | 26,905 | 38.6M SEK | 2.01 % |
| Roche Holding AG | 9,934 | 37.1M SEK | 1.93 % |
| SAP SE | 21,664 | 34.9M SEK | 1.82 % |
| Allianz SE | 7,936 | 31.3M SEK | 1.63 % |
| Siemens AG | 13,461 | 30.4M SEK | 1.58 % |
| Schneider Electric SE | 11,739 | 29.5M SEK | 1.54 % |
| Banco Santander SA | 262,273 | 27.3M SEK | 1.42 % |
| Iberdrola SA | 118,641 | 25.7M SEK | 1.34 % |
| Unilever PLC | 46,254 | 24.6M SEK | 1.28 % |
| ABB Ltd | 32,772 | 24.6M SEK | 1.28 % |
| Deutsche Telekom AG | 65,880 | 23.1M SEK | 1.20 % |
| Siemens Energy AG | 13,870 | 21.7M SEK | 1.13 % |
| Rio Tinto PLC | 24,068 | 21M SEK | 1.09 % |
| Banco Bilbao Vizcaya Argentaria SA | 102,346 | 20.5M SEK | 1.07 % |
| Zurich Insurance Group AG | 3,072 | 20.4M SEK | 1.07 % |
| Air Liquide SA | 10,410 | 20.3M SEK | 1.06 % |
| L'Oreal SA | 5,137 | 19.7M SEK | 1.03 % |
| Enel SpA | 189,710 | 19.5M SEK | 1.02 % |
| Novo Nordisk A/S | 57,210 | 19.4M SEK | 1.01 % |
| GSK PLC | 72,510 | 18.8M SEK | 0.98 % |
| UBS Group AG | 51,300 | 18.7M SEK | 0.97 % |
| Sanofi SA | 19,660 | 17.9M SEK | 0.93 % |
| UniCredit SpA | 25,167 | 16.8M SEK | 0.88 % |
| AXA SA | 38,765 | 16.7M SEK | 0.87 % |
| BNP Paribas SA | 18,056 | 16.1M SEK | 0.84 % |
| Cie Financiere Richemont SA | 9,669 | 15.9M SEK | 0.83 % |
| RELX PLC | 50,997 | 15.9M SEK | 0.83 % |
| EssilorLuxottica SA | 6,971 | 15.2M SEK | 0.79 % |
| Intesa Sanpaolo SpA | 244,639 | 13.9M SEK | 0.72 % |
| Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen | 2,132 | 12.6M SEK | 0.66 % |
| Spotify Technology SA | 2,685 | 12.4M SEK | 0.65 % |
| Lloyds Banking Group PLC | 1,064,914 | 12.4M SEK | 0.64 % |
| Barclays PLC | 250,043 | 12.2M SEK | 0.64 % |
| ING Groep NV | 50,300 | 12.2M SEK | 0.64 % |
| Hermes International SCA | 686 | 12.1M SEK | 0.63 % |
| Investor AB | 33,000 | 11.7M SEK | 0.61 % |
| London Stock Exchange Group PLC | 10,247 | 11.4M SEK | 0.59 % |
| Infineon Technologies AG | 26,458 | 11M SEK | 0.58 % |
| E.ON SE | 52,468 | 10.9M SEK | 0.57 % |
| Industria de Diseno Textil SA | 19,792 | 10.7M SEK | 0.56 % |
| SSE PLC | 32,800 | 10.7M SEK | 0.56 % |
| Vinci SA | 7,387 | 10.4M SEK | 0.54 % |
| Danone SA | 13,719 | 10.4M SEK | 0.54 % |
| Prosus NV | 23,793 | 10.2M SEK | 0.53 % |
| NatWest Group PLC | 138,425 | 9.6M SEK | 0.50 % |
| Swiss Re AG | 5,919 | 9.3M SEK | 0.48 % |
| Engie SA | 30,430 | 9.3M SEK | 0.48 % |
| Nordea Bank Abp | 56,338 | 9.1M SEK | 0.47 % |
| Reckitt Benckiser Group PLC | 14,028 | 9M SEK | 0.47 % |
| RWE AG | 14,000 | 8.9M SEK | 0.46 % |
| Volvo AB | 28,900 | 8.8M SEK | 0.46 % |
| Deutsche Boerse AG | 3,019 | 8.3M SEK | 0.43 % |
| Compass Group PLC | 31,166 | 8.2M SEK | 0.43 % |
| Atlas Copco AB | 49,783 | 8.1M SEK | 0.42 % |
| Societe Generale SA | 11,786 | 8M SEK | 0.42 % |
| Deutsche Post AG | 16,000 | 7.9M SEK | 0.41 % |
| Lonza Group AG | 1,285 | 7.7M SEK | 0.40 % |
| DSV A/S | 3,419 | 7.7M SEK | 0.40 % |
| Legrand SA | 5,315 | 7.7M SEK | 0.40 % |
| Argenx SE | 1,115 | 7.6M SEK | 0.40 % |
| Deutsche Bank AG | 27,500 | 7.6M SEK | 0.40 % |
| Mercedes-Benz Group AG | 13,155 | 7.6M SEK | 0.39 % |
| Generali | 19,237 | 7.3M SEK | 0.38 % |
| CaixaBank SA | 65,000 | 7.3M SEK | 0.38 % |
| 3i Group PLC | 23,600 | 7.2M SEK | 0.38 % |
| Holcim AG | 9,350 | 7.2M SEK | 0.38 % |
| Koninklijke Ahold Delhaize NV | 15,991 | 7.1M SEK | 0.37 % |
| Cie de Saint-Gobain SA | 9,180 | 7.1M SEK | 0.37 % |
| Bayer AG | 16,300 | 7M SEK | 0.37 % |
| Nokia Oyj | 93,321 | 7M SEK | 0.36 % |
| Haleon PLC | 148,000 | 6.9M SEK | 0.36 % |
| Orange SA | 34,512 | 6.7M SEK | 0.35 % |
| Standard Chartered PLC | 33,481 | 6.5M SEK | 0.34 % |
| Alcon AG | 9,250 | 6.5M SEK | 0.34 % |
| Sandvik AB | 17,700 | 6.3M SEK | 0.33 % |
| Experian PLC | 19,001 | 6.2M SEK | 0.32 % |
| Prudential PLC | 47,061 | 6.1M SEK | 0.32 % |
| BASF SE | 10,400 | 6M SEK | 0.31 % |
| UCB SA | 2,103 | 6M SEK | 0.31 % |
| Erste Group Bank AG | 5,690 | 5.8M SEK | 0.30 % |
| Assa Abloy AB | 16,707 | 5.6M SEK | 0.29 % |
| Givaudan SA | 172 | 5.5M SEK | 0.29 % |
| Ferrovial SE | 8,800 | 5.4M SEK | 0.28 % |
| Prysmian SpA | 4,910 | 5.3M SEK | 0.28 % |
| Aviva PLC | 69,474 | 5.2M SEK | 0.27 % |
| Sunbelt Rentals Holdings Inc | 8,570 | 5.1M SEK | 0.27 % |
| Ferrari NV | 1,550 | 4.9M SEK | 0.26 % |
| Galderma Group AG | 2,700 | 4.9M SEK | 0.26 % |
| ASM International NV | 701 | 4.9M SEK | 0.26 % |
| DNB Bank ASA | 16,478 | 4.9M SEK | 0.25 % |
| STMicroelectronics NV | 15,200 | 4.8M SEK | 0.25 % |
| KBC Group NV | 4,154 | 4.8M SEK | 0.25 % |
| Vestas Wind Systems A/S | 16,826 | 4.7M SEK | 0.24 % |
| Bayerische Motoren Werke AG | 5,280 | 4.5M SEK | 0.24 % |
| Swedbank AB | 14,134 | 4.5M SEK | 0.23 % |
| Vodafone Group PLC | 316,199 | 4.5M SEK | 0.23 % |