Holdings of Lannebo Marknad Europa

Name: Holdings of Lannebo Marknad Europa
Creator: Titelia

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.

Rank	Country	Lines	Value	Share
1	GB	56	364.8M SEK	19.30 %
2	CH	40	298.4M SEK	15.78 %
3	DE	49	291.8M SEK	15.44 %
4	FR	42	259.7M SEK	13.74 %
5	NL	26	177.8M SEK	9.40 %
6	ES	16	114.7M SEK	6.07 %
7	SE	39	101.6M SEK	5.37 %
8	IT	20	95.8M SEK	5.07 %
9	DK	14	53.3M SEK	2.82 %
10	FI	11	35.8M SEK	1.90 %
11	BE	11	25.9M SEK	1.37 %
12	US	3	19.1M SEK	1.01 %

Positions

Rank	Company	Shares	Value	Weight
1	ASML Holding NV	7,402	90.9M SEK	4.74 %
2	AstraZeneca PLC	27,384	50.5M SEK	2.63 %
3	HSBC Holdings PLC	305,239	46.8M SEK	2.44 %
4	Nestle SA	45,453	42.3M SEK	2.20 %
5	Novartis AG	26,905	38.6M SEK	2.01 %
6	Roche Holding AG	9,934	37.1M SEK	1.93 %
7	SAP SE	21,664	34.9M SEK	1.82 %
8	Allianz SE	7,936	31.3M SEK	1.63 %
9	Siemens AG	13,461	30.4M SEK	1.58 %
10	Schneider Electric SE	11,739	29.5M SEK	1.54 %
11	Banco Santander SA	262,273	27.3M SEK	1.42 %
12	Iberdrola SA	118,641	25.7M SEK	1.34 %
13	Unilever PLC	46,254	24.6M SEK	1.28 %
14	ABB Ltd	32,772	24.6M SEK	1.28 %
15	Deutsche Telekom AG	65,880	23.1M SEK	1.20 %
16	Siemens Energy AG	13,870	21.7M SEK	1.13 %
17	Rio Tinto PLC	24,068	21M SEK	1.09 %
18	Banco Bilbao Vizcaya Argentaria SA	102,346	20.5M SEK	1.07 %
19	Zurich Insurance Group AG	3,072	20.4M SEK	1.07 %
20	Air Liquide SA	10,410	20.3M SEK	1.06 %
21	L'Oreal SA	5,137	19.7M SEK	1.03 %
22	Enel SpA	189,710	19.5M SEK	1.02 %
23	Novo Nordisk A/S	57,210	19.4M SEK	1.01 %
24	GSK PLC	72,510	18.8M SEK	0.98 %
25	UBS Group AG	51,300	18.7M SEK	0.97 %
26	Sanofi SA	19,660	17.9M SEK	0.93 %
27	UniCredit SpA	25,167	16.8M SEK	0.88 %
28	AXA SA	38,765	16.7M SEK	0.87 %
29	BNP Paribas SA	18,056	16.1M SEK	0.84 %
30	Cie Financiere Richemont SA	9,669	15.9M SEK	0.83 %
31	RELX PLC	50,997	15.9M SEK	0.83 %
32	EssilorLuxottica SA	6,971	15.2M SEK	0.79 %
33	Intesa Sanpaolo SpA	244,639	13.9M SEK	0.72 %
34	Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen	2,132	12.6M SEK	0.66 %
35	Spotify Technology SA	2,685	12.4M SEK	0.65 %
36	Lloyds Banking Group PLC	1,064,914	12.4M SEK	0.64 %
37	Barclays PLC	250,043	12.2M SEK	0.64 %
38	ING Groep NV	50,300	12.2M SEK	0.64 %
39	Hermes International SCA	686	12.1M SEK	0.63 %
40	Investor AB	33,000	11.7M SEK	0.61 %
41	London Stock Exchange Group PLC	10,247	11.4M SEK	0.59 %
42	Infineon Technologies AG	26,458	11M SEK	0.58 %
43	E.ON SE	52,468	10.9M SEK	0.57 %
44	Industria de Diseno Textil SA	19,792	10.7M SEK	0.56 %
45	SSE PLC	32,800	10.7M SEK	0.56 %
46	Vinci SA	7,387	10.4M SEK	0.54 %
47	Danone SA	13,719	10.4M SEK	0.54 %
48	Prosus NV	23,793	10.2M SEK	0.53 %
49	NatWest Group PLC	138,425	9.6M SEK	0.50 %
50	Swiss Re AG	5,919	9.3M SEK	0.48 %
51	Engie SA	30,430	9.3M SEK	0.48 %
52	Nordea Bank Abp	56,338	9.1M SEK	0.47 %
53	Reckitt Benckiser Group PLC	14,028	9M SEK	0.47 %
54	RWE AG	14,000	8.9M SEK	0.46 %
55	Volvo AB	28,900	8.8M SEK	0.46 %
56	Deutsche Boerse AG	3,019	8.3M SEK	0.43 %
57	Compass Group PLC	31,166	8.2M SEK	0.43 %
58	Atlas Copco AB	49,783	8.1M SEK	0.42 %
59	Societe Generale SA	11,786	8M SEK	0.42 %
60	Deutsche Post AG	16,000	7.9M SEK	0.41 %
61	Lonza Group AG	1,285	7.7M SEK	0.40 %
62	DSV A/S	3,419	7.7M SEK	0.40 %
63	Legrand SA	5,315	7.7M SEK	0.40 %
64	Argenx SE	1,115	7.6M SEK	0.40 %
65	Deutsche Bank AG	27,500	7.6M SEK	0.40 %
66	Mercedes-Benz Group AG	13,155	7.6M SEK	0.39 %
67	Generali	19,237	7.3M SEK	0.38 %
68	CaixaBank SA	65,000	7.3M SEK	0.38 %
69	3i Group PLC	23,600	7.2M SEK	0.38 %
70	Holcim AG	9,350	7.2M SEK	0.38 %
71	Koninklijke Ahold Delhaize NV	15,991	7.1M SEK	0.37 %
72	Cie de Saint-Gobain SA	9,180	7.1M SEK	0.37 %
73	Bayer AG	16,300	7M SEK	0.37 %
74	Nokia Oyj	93,321	7M SEK	0.36 %
75	Haleon PLC	148,000	6.9M SEK	0.36 %
76	Orange SA	34,512	6.7M SEK	0.35 %
77	Standard Chartered PLC	33,481	6.5M SEK	0.34 %
78	Alcon AG	9,250	6.5M SEK	0.34 %
79	Sandvik AB	17,700	6.3M SEK	0.33 %
80	Experian PLC	19,001	6.2M SEK	0.32 %
81	Prudential PLC	47,061	6.1M SEK	0.32 %
82	BASF SE	10,400	6M SEK	0.31 %
83	UCB SA	2,103	6M SEK	0.31 %
84	Erste Group Bank AG	5,690	5.8M SEK	0.30 %
85	Assa Abloy AB	16,707	5.6M SEK	0.29 %
86	Givaudan SA	172	5.5M SEK	0.29 %
87	Ferrovial SE	8,800	5.4M SEK	0.28 %
88	Prysmian SpA	4,910	5.3M SEK	0.28 %
89	Aviva PLC	69,474	5.2M SEK	0.27 %
90	Sunbelt Rentals Holdings Inc	8,570	5.1M SEK	0.27 %
91	Ferrari NV	1,550	4.9M SEK	0.26 %
92	Galderma Group AG	2,700	4.9M SEK	0.26 %
93	ASM International NV	701	4.9M SEK	0.26 %
94	DNB Bank ASA	16,478	4.9M SEK	0.25 %
95	STMicroelectronics NV	15,200	4.8M SEK	0.25 %
96	KBC Group NV	4,154	4.8M SEK	0.25 %
97	Vestas Wind Systems A/S	16,826	4.7M SEK	0.24 %
98	Bayerische Motoren Werke AG	5,280	4.5M SEK	0.24 %
99	Swedbank AB	14,134	4.5M SEK	0.23 %
100	Vodafone Group PLC	316,199	4.5M SEK	0.23 %