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
201Bouygues SA 3,9002.1M SEK0.11 %
202Bunzl PLC 7,4132.1M SEK0.11 %
203BAWAG Group AG 1,4502.1M SEK0.11 %
204Bankinter SA 13,8002M SEK0.11 %
205Symrise AG 2,5012M SEK0.10 %
206Smiths Group PLC 7,0002M SEK0.10 %
207Telenor ASA 12,0002M SEK0.10 %
208Orion Oyj 2,6002M SEK0.10 %
209GEA Group AG 2,9502M SEK0.10 %
210Coloplast A/S 3,0782M SEK0.10 %
211Logitech International SA 2,2902M SEK0.10 %
212ASR Nederland NV 3,0001.9M SEK0.10 %
213AP Moller - Maersk A/S 811.9M SEK0.10 %
214Metso Oyj 11,7001.9M SEK0.10 %
215Banca Monte dei Paschi di Siena SpA 23,0001.9M SEK0.10 %
216Tele2 AB 9,5001.8M SEK0.10 %
217Bureau Veritas SA 6,5301.8M SEK0.10 %
218Marks & Spencer Group PLC 43,0001.8M SEK0.10 %
219Alstom SA 6,7661.8M SEK0.09 %
220Fortum Oyj 7,4001.8M SEK0.09 %
221Getlink SE 8,6631.8M SEK0.09 %
222Yara International ASA 3,2001.8M SEK0.09 %
223Roche Holding AG 4501.7M SEK0.09 %
224DSM-Firmenich AG 2,5431.7M SEK0.09 %
225Orkla ASA 14,1541.7M SEK0.09 %
226Akzo Nobel NV 3,1171.7M SEK0.09 %
227Fresenius Medical Care AG 3,9371.7M SEK0.09 %
228Henkel AG & Co. KGaA 2,2851.7M SEK0.09 %
229AddTech AB 5,2001.7M SEK0.09 %
230Epiroc AB 8,2031.6M SEK0.09 %
231Straumann Holding AG 1,6791.6M SEK0.09 %
232Tryg A/S 7,2001.6M SEK0.08 %
233QIAGEN NV 4,2091.6M SEK0.08 %
234SKF AB 7,1521.6M SEK0.08 %
235Intertek Group PLC 3,4751.6M SEK0.08 %
236Stellantis NV 23,5001.6M SEK0.08 %
237Beiersdorf AG 1,8341.5M SEK0.08 %
238Kuehne + Nagel International AG 7121.5M SEK0.08 %
239Acciona SA 6201.5M SEK0.08 %
240Pearson PLC 12,1331.5M SEK0.08 %
241Belimo Holding AG 2001.5M SEK0.08 %
242Klepierre SA 4,1731.5M SEK0.08 %
243Poste Italiane SpA 6,6001.5M SEK0.08 %
244Ageas SA/NV 2,0991.5M SEK0.08 %
245Elia Group SA/NV 1,0001.4M SEK0.08 %
246H & M Hennes & Mauritz AB 8,2481.4M SEK0.08 %
247Knorr-Bremse AG 1,3401.4M SEK0.07 %
248Skanska AB 5,6001.4M SEK0.07 %
249Standard Life PLC 16,4101.4M SEK0.07 %
250Schroders PLC 19,0051.4M SEK0.07 %
251Groupe Bruxelles Lambert NV 1,6001.4M SEK0.07 %
252Magnum Ice Cream Co NV/The 9,6871.4M SEK0.07 %
253Redeia Corp SA 8,3951.3M SEK0.07 %
254Henkel AG & Co KGaA 1,9731.3M SEK0.07 %
255Elisa Oyj 2,9001.3M SEK0.07 %
256Svenska Cellulosa AB SCA 12,1001.3M SEK0.07 %
257Aegon Ltd 19,0001.3M SEK0.07 %
258Swedish Orphan Biovitrum AB 3,3001.3M SEK0.07 %
259Securitas AB 8,2001.3M SEK0.07 %
260Fresnillo PLC 3,1001.3M SEK0.07 %
261Land Securities Group PLC 18,4231.3M SEK0.07 %
262Accor SA 2,8681.3M SEK0.07 %
263Nibe Industrier AB 32,9911.3M SEK0.07 %
264Stora Enso Oyj 11,4721.3M SEK0.07 %
265Kingfisher PLC 35,4721.3M SEK0.07 %
266Brenntag SE 2,0001.3M SEK0.07 %
267Telecom Italia SpA/Milano 190,0001.2M SEK0.07 %
268Wise PLC 11,0001.2M SEK0.07 %
269Unipol Assicurazioni SpA 5,7001.2M SEK0.06 %
270Schindler Holding AG 4001.2M SEK0.06 %
271Associated British Foods PLC 5,2001.2M SEK0.06 %
272AP Moller - Maersk A/S 531.2M SEK0.06 %
273Sartorius AG 5241.2M SEK0.06 %
274Spirax Group PLC 1,4501.2M SEK0.06 %
275Indutrade AB 5,5001.2M SEK0.06 %
276Trelleborg AB 3,3801.2M SEK0.06 %
277Eurofins Scientific SE 1,6701.1M SEK0.06 %
278Ipsen SA 6501.1M SEK0.06 %
279Banco Comercial Portugues SA 125,0001.1M SEK0.06 %
280LEG Immobilien SE 1,8501.1M SEK0.06 %
281Kesko Oyj 5,3981.1M SEK0.06 %
282Continental AG 1,7091.1M SEK0.06 %
283InPost SA 6,6841.1M SEK0.06 %
284Zalando SE 4,8951.1M SEK0.06 %
285Amundi SA 1,3691.1M SEK0.06 %
286Autotrader Group PLC 18,5001.1M SEK0.06 %
287Jeronimo Martins SGPS SA 4,7001.1M SEK0.06 %
288M&G PLC 31,0001.1M SEK0.06 %
289Schindler Holding AG 3501M SEK0.05 %
290EDP Renovaveis SA 6,8651M SEK0.05 %
291Evonik Industries AG 5,4881M SEK0.05 %
292TELECOM ITALIA SPA 130,0001M SEK0.05 %
293Airtel Africa PLC 23,2001M SEK0.05 %
294Sartorius Stedim Biotech 5501M SEK0.05 %
295Beijer Ref AB 7,700991.8K SEK0.05 %
296Pandora A/S 1,485989.6K SEK0.05 %
297JDE Peet's NV 2,800978.5K SEK0.05 %
298Banca Mediolanum SpA 5,000948.3K SEK0.05 %
299Gjensidige Forsikring ASA 3,769928.9K SEK0.05 %
300Verbund AG 1,280922.3K SEK0.05 %