Titelia

Holdings of Nordea Stratega 15

Nordea Funds Ab ·398 declared positions · as of Mar 31, 2026

Original filing · Net assets 11.8B SEK · Ten largest lines: 29.6 % of the equity sleeve

Sector breakdown

  • Technology 28.6 %
  • Industrials 13.6 %
  • Health care 12.3 %
  • Financials 10.6 %
  • Consumer discretionary 6.8 %
  • Communication 5.2 %
  • Materials 3.0 %
  • Utilities 1.8 %
  • Consumer staples 1.4 %
  • Real estate 0.8 %
  • Unattributed 16.1 %

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

  • US 66.9 %
  • JP 5.8 %
  • SE 4.9 %
  • CH 3.8 %
  • GB 3.8 %
  • DE 3.2 %
  • FR 2.4 %
  • CA 2.1 %
  • AU 1.8 %
  • NL 1.6 %
  • ES 0.9 %
  • IT 0.8 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US177975.2M SEK66.93 %
2JP3883.8M SEK5.75 %
3SE8071.6M SEK4.92 %
4CH755.9M SEK3.84 %
5GB1555M SEK3.78 %
6DE1446.3M SEK3.18 %
7FR935.5M SEK2.43 %
8CA1330.1M SEK2.07 %
9AU1025.7M SEK1.76 %
10NL623.6M SEK1.62 %
11ES513.7M SEK0.94 %
12IT611.8M SEK0.81 %

Positions

RankCompanySharesValueWeight
1Apple Inc 41,38797.6M SEK0.83 %
2NVIDIA Corp 48,47078.2M SEK0.66 %
3Microsoft Corp 19,86469.1M SEK0.59 %
4Alphabet Inc 16,58144M SEK0.37 %
5Eli Lilly & Co 3,38329.5M SEK0.25 %
6Amazon.com Inc 12,90725.3M SEK0.21 %
7Broadcom Inc 8,23623.6M SEK0.20 %
8ABB Ltd 30,40923M SEK0.20 %
9Merck & Co Inc 18,85021.6M SEK0.18 %
10AstraZeneca PLC 10,23419M SEK0.16 %
11Lam Research Corp 9,30618.5M SEK0.16 %
12Booking Holdings Inc 46818.4M SEK0.16 %
13Meta Platforms Inc 3,34517.7M SEK0.15 %
14Schneider Electric SE 6,76817.1M SEK0.15 %
15Novartis AG 11,15016.1M SEK0.14 %
16Mastercard Inc 3,26215.4M SEK0.13 %
17Roche Holding AG 3,97715M SEK0.13 %
18Citigroup Inc 13,18213.9M SEK0.12 %
19Gilead Sciences Inc 10,43413.8M SEK0.12 %
20JPMorgan Chase & Co 4,89713.5M SEK0.11 %
21GSK PLC 49,37812.9M SEK0.11 %
22Cisco Systems, Inc. 17,51712.9M SEK0.11 %
23EMCOR Group Inc 1,85312.8M SEK0.11 %
24Loblaw Cos Ltd 29,30012.7M SEK0.11 %
25Emerson Electric Co. 10,23012.4M SEK0.11 %
26Rockwell Automation Inc 3,63912.3M SEK0.10 %
27CRH PLC 12,42412.2M SEK0.10 %
28ASML Holding NV 98512.1M SEK0.10 %
29Siemens AG 5,25311.9M SEK0.10 %
30Cummins Inc 2,31111.6M SEK0.10 %
31American Express Co 3,4599.9M SEK0.08 %
32Newmont Corp 9,5629.7M SEK0.08 %
33Applied Materials Inc 3,0159.6M SEK0.08 %
34Siemens Energy AG 5,9179.4M SEK0.08 %
35Vulcan Materials Co 3,6559.3M SEK0.08 %
36TE Connectivity PLC 4,7709.3M SEK0.08 %
37Amgen Inc 2,7639.2M SEK0.08 %
38Koninklijke Ahold Delhaize NV 20,8029.2M SEK0.08 %
39Johnson & Johnson 3,9179.1M SEK0.08 %
40Astellas Pharma Inc 58,5008.8M SEK0.07 %
41General Electric Co 3,3088.8M SEK0.07 %
42McKesson Corp 1,0568.7M SEK0.07 %
43Synchrony Financial 13,4398.6M SEK0.07 %
44Micron Technology Inc 2,7318.4M SEK0.07 %
45TJX Cos Inc/The 5,4658.2M SEK0.07 %
46Mitsubishi Electric Corp 27,1008.1M SEK0.07 %
47Banco Santander SA 71,2737.5M SEK0.06 %
48ServiceNow Inc 7,3627.4M SEK0.06 %
49Dell Technologies Inc 4,8077.3M SEK0.06 %
50Trane Technologies PLC 1,8417.2M SEK0.06 %
51Enel SpA 69,5897.2M SEK0.06 %
52Rio Tinto Ltd 6,7957.2M SEK0.06 %
53Investor AB 20,0887.1M SEK0.06 %
54Fortinet Inc 9,2017M SEK0.06 %
55Aviva PLC 92,1027M SEK0.06 %
56Palantir Technologies Inc 5,2117M SEK0.06 %
57Linde PLC 1,3706.5M SEK0.05 %
58Volvo AB 20,7536.4M SEK0.05 %
59ANZ Group Holdings Ltd 26,4196.2M SEK0.05 %
60Walmart Inc 5,2406.2M SEK0.05 %
61Republic Services Inc 2,9606.2M SEK0.05 %
62FANUC Corp 19,1006M SEK0.05 %
63Next PLC 3,7436M SEK0.05 %
64Hartford Insurance Group Inc/The 4,6375.9M SEK0.05 %
65Allianz SE 1,4275.6M SEK0.05 %
66Novo Nordisk A/S 16,3665.6M SEK0.05 %
67DNB Bank ASA 18,9945.6M SEK0.05 %
68Tokyo Electron Ltd 2,5005.5M SEK0.05 %
69Entergy Corp 5,2775.5M SEK0.05 %
70Cintas Corp 3,4455.5M SEK0.05 %
71Zoetis Inc 4,9215.4M SEK0.05 %
72Berkshire Hathaway Inc 1,1675.3M SEK0.04 %
73Analog Devices Inc 1,7755.2M SEK0.04 %
74American Tower Corp 3,1995.2M SEK0.04 %
75United Rentals Inc 7615.2M SEK0.04 %
76Fortescue Ltd 38,9225.2M SEK0.04 %
77Ulta Beauty Inc 1,0295M SEK0.04 %
78McDonald's Corp. 1,7095M SEK0.04 %
79Deutsche Bank AG 17,6584.9M SEK0.04 %
80Sumitomo Mitsui Financial Group Inc 16,3004.9M SEK0.04 %
81Automatic Data Processing Inc 2,4484.8M SEK0.04 %
82Salesforce Inc 2,6474.7M SEK0.04 %
83Hitachi Ltd 17,5004.7M SEK0.04 %
84Deutsche Telekom AG 13,2464.7M SEK0.04 %
85Sanofi SA 5,0454.6M SEK0.04 %
86Uber Technologies Inc 6,7344.5M SEK0.04 %
87Air Liquide SA 2,3004.5M SEK0.04 %
88Canadian Imperial Bank of Commerce 5,0004.4M SEK0.04 %
89Public Service Enterprise Group Inc 5,6194.3M SEK0.04 %
90ORIX Corp 15,0004.1M SEK0.04 %
91Toyota Tsusho Corp 11,5004.1M SEK0.03 %
92Exelon Corp 8,7924.1M SEK0.03 %
93Alphabet Inc 1,5254M SEK0.03 %
94Saputo Inc 13,6004M SEK0.03 %
95DBS Group Holdings Ltd 9,2843.9M SEK0.03 %
96Komatsu Ltd 10,6003.8M SEK0.03 %
97Prudential Financial, Inc. 4,0963.7M SEK0.03 %
98Denso Corp 32,1003.7M SEK0.03 %
99Endesa SA 9,3373.7M SEK0.03 %
100Electronic Arts Inc 1,8933.6M SEK0.03 %