Titelia

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.

RankCountryLinesValueShare
1GB56364.8M SEK19.30 %
2CH40298.4M SEK15.78 %
3DE49291.8M SEK15.44 %
4FR42259.7M SEK13.74 %
5NL26177.8M SEK9.40 %
6ES16114.7M SEK6.07 %
7SE39101.6M SEK5.37 %
8IT2095.8M SEK5.07 %
9DK1453.3M SEK2.82 %
10FI1135.8M SEK1.90 %
11BE1125.9M SEK1.37 %
12US319.1M SEK1.01 %

Positions

RankCompanySharesValueWeight
101Veolia Environnement SA 12,2634.4M SEK0.23 %
102Swiss Life Holding AG 4284.4M SEK0.23 %
103Heidelberg Materials AG 2,2284.4M SEK0.23 %
104Skandinaviska Enskilda Banken AB 25,2814.4M SEK0.23 %
105adidas AG 2,8534.3M SEK0.22 %
106Koninklijke KPN NV 80,8914.3M SEK0.22 %
107Kering SA 1,5044.2M SEK0.22 %
108Cie Generale des Etablissements Michelin SCA 13,1844.2M SEK0.22 %
109Adyen NV 4424.1M SEK0.22 %
110Sampo Oyj 40,3664.1M SEK0.21 %
111Wolters Kluwer NV 5,7364.1M SEK0.21 %
112Amadeus IT Group SA 7,4754M SEK0.21 %
113Vonovia SE 16,8004M SEK0.21 %
114Sika AG 2,5073.9M SEK0.20 %
115Rentokil Initial PLC 65,7783.9M SEK0.20 %
116Universal Music Group NV 21,0883.9M SEK0.20 %
117AerCap Holdings NV 2,8803.8M SEK0.20 %
118Atlas Copco AB 25,9263.8M SEK0.20 %
119Commerzbank AG 10,9003.7M SEK0.19 %
120NN Group NV 5,0003.7M SEK0.19 %
121Danske Bank A/S 8,0003.7M SEK0.19 %
122Ryanair Holdings PLC 14,0003.7M SEK0.19 %
123Daimler Truck Holding AG 7,9003.6M SEK0.19 %
124Fresenius SE & Co. KGaA 7,3453.6M SEK0.19 %
125Hexagon AB 39,5503.6M SEK0.19 %
126AIB Group PLC 35,6003.5M SEK0.18 %
127Aena SME SA 12,5403.5M SEK0.18 %
128Kone Oyj 5,7783.5M SEK0.18 %
129Telefonaktiebolaget LM Ericsson 32,5003.5M SEK0.18 %
130Swisscom AG 4323.4M SEK0.18 %
131Partners Group Holding AG 3403.4M SEK0.18 %
132Sandoz Group AG 4,6003.4M SEK0.18 %
133SGS SA 3,3673.4M SEK0.18 %
134Antofagasta PLC 8,0253.4M SEK0.17 %
135Credit Agricole SA 19,1003.3M SEK0.17 %
136VAT Group AG 5803.3M SEK0.17 %
137Helvetia Baloise Holding AG 1,3653.3M SEK0.17 %
138Next PLC 2,0573.3M SEK0.17 %
139InterContinental Hotels Group PLC 2,6343.3M SEK0.17 %
140Novonesis Novozymes B 5,8103.3M SEK0.17 %
141Terna - Rete Elettrica Nazionale 29,9553.2M SEK0.17 %
142Swiss Prime Site AG 2,0203.2M SEK0.17 %
143EDP SA 65,0003.2M SEK0.17 %
144Banco de Sabadell SA 93,3533.1M SEK0.16 %
145BPER Banca SPA 25,5003.1M SEK0.16 %
146Geberit AG 4933.1M SEK0.16 %
147Moncler SpA 5,5123.1M SEK0.16 %
148Norsk Hydro ASA 31,0003.1M SEK0.16 %
149Cellnex Telecom SA 10,0523.1M SEK0.16 %
150Halma PLC 6,3003M SEK0.16 %
151Svenska Handelsbanken AB 24,2723M SEK0.16 %
152Genmab A/S 1,1863M SEK0.16 %
153Orsted AS 13,0103M SEK0.16 %
154Coca-Cola Europacific Partners PLC 3,4012.9M SEK0.15 %
155BT Group PLC 110,7432.9M SEK0.15 %
156Publicis Groupe SA 3,7472.9M SEK0.15 %
157ABN AMRO Bank NV 9,7002.9M SEK0.15 %
158UPM-Kymmene Oyj 9,7452.9M SEK0.15 %
159Informa PLC 30,3132.8M SEK0.15 %
160Telefonica SA 68,2612.8M SEK0.15 %
161Merck KGaA 2,3932.8M SEK0.15 %
162Capgemini SE 2,5562.8M SEK0.15 %
163Essity AB 11,4502.8M SEK0.15 %
164Dassault Systemes SE 14,6002.8M SEK0.14 %
165Legal & General Group PLC 88,1852.7M SEK0.14 %
166Severn Trent PLC 7,0002.7M SEK0.14 %
167Chocoladefabriken Lindt & Spruengli AG 22.7M SEK0.14 %
168Alfa Laval AB 5,2292.7M SEK0.14 %
169ArcelorMittal SA 5,4002.6M SEK0.14 %
170Hannover Rueck SE 8802.6M SEK0.13 %
171Bank of Ireland Group PLC 15,0002.5M SEK0.13 %
172Unibail-Rodamco-Westfield 2,4282.5M SEK0.13 %
173FinecoBank Banca Fineco SpA 12,0002.5M SEK0.13 %
174Euronext NV 1,6102.4M SEK0.13 %
175Kingspan Group PLC 3,0492.4M SEK0.13 %
176United Utilities Group PLC 14,6002.4M SEK0.13 %
177Banco BPM SpA 18,5002.4M SEK0.13 %
178Carrefour SA 13,6162.4M SEK0.12 %
179Sage Group PLC/The 22,5002.4M SEK0.12 %
180Epiroc AB 10,3332.4M SEK0.12 %
181Coca-Cola HBC AG 4,4112.4M SEK0.12 %
182Boliden AB 4,8412.4M SEK0.12 %
183Kerry Group PLC 3,1302.3M SEK0.12 %
184Telia Company AB 48,2852.3M SEK0.12 %
185Siemens Healthineers AG 5,8432.3M SEK0.12 %
186BE Semiconductor Industries NV 1,1802.3M SEK0.12 %
187Eiffage SA 1,6002.3M SEK0.12 %
188Koninklijke Philips NV 8,9002.3M SEK0.12 %
189VOLKSWAGEN AKTIENGESELLSCHAFT 2,4002.3M SEK0.12 %
190EQT AB 7,8602.3M SEK0.12 %
191Segro PLC 27,7642.2M SEK0.12 %
192Mowi ASA 10,3002.2M SEK0.12 %
193Smith & Nephew PLC 14,8222.2M SEK0.12 %
194Rexel SA 6,0002.2M SEK0.11 %
195Nebius Group NV 2,2002.2M SEK0.11 %
196Admiral Group PLC 5,4002.1M SEK0.11 %
197Julius Baer Group Ltd 3,0902.1M SEK0.11 %
198Chocoladefabriken Lindt & Spruengli AG 162.1M SEK0.11 %
199Endeavour Mining PLC 3,8002.1M SEK0.11 %
200Sonova Holding AG 9992.1M SEK0.11 %