Holdings of Swedbank Robur Climate Impact
Swedbank Robur Fonder AB ·75 declared positions · as of Mar 31, 2026
Original filing · Net assets 1.6B SEK · Ten largest lines: 34.6 % of the equity sleeve
Sector breakdown
- Technology 20.5 %
- Utilities 4.0 %
- Materials 3.4 %
- Industrials 3.0 %
- Unattributed 69.2 %
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 43.7 %
- JP 10.7 %
- DE 10.7 %
- TW 7.3 %
- ES 5.8 %
- AT 3.2 %
- IT 2.5 %
- DK 2.0 %
- FR 1.9 %
- BE 1.8 %
- CH 1.7 %
- NL 1.6 %
- Other countries 7.0 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 27 | 678.3M SEK | 43.69 % |
| 2 | JP | 7 | 166.7M SEK | 10.74 % |
| 3 | DE | 6 | 165.9M SEK | 10.69 % |
| 4 | TW | 4 | 113.4M SEK | 7.31 % |
| 5 | ES | 3 | 90.3M SEK | 5.81 % |
| 6 | AT | 3 | 50.1M SEK | 3.23 % |
| 7 | IT | 2 | 38.7M SEK | 2.49 % |
| 8 | DK | 4 | 31.2M SEK | 2.01 % |
| 9 | FR | 3 | 29.6M SEK | 1.90 % |
| 10 | BE | 2 | 28.1M SEK | 1.81 % |
| 11 | CH | 2 | 26.8M SEK | 1.73 % |
| 12 | NL | 1 | 24.8M SEK | 1.60 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | Nordex SE | 123,439 | 61.7M SEK | 3.85 % |
| 2 | Iberdrola SA | 283,292 | 61.4M SEK | 3.84 % |
| 3 | Nextpower Inc | 53,133 | 61M SEK | 3.81 % |
| 4 | NVIDIA Corp | 35,289 | 58.6M SEK | 3.66 % |
| 5 | Delta Electronics Inc | 128,000 | 52.6M SEK | 3.29 % |
| 6 | Steel Dynamics Inc | 30,459 | 52.2M SEK | 3.26 % |
| 7 | NGK Insulators Ltd | 217,500 | 51.8M SEK | 3.24 % |
| 8 | BorgWarner Inc | 100,173 | 51.8M SEK | 3.23 % |
| 9 | Taiwan Semiconductor Manufacturing Co Ltd | 85,000 | 44.6M SEK | 2.78 % |
| 10 | Yokogawa Electric Corp | 146,100 | 41.5M SEK | 2.59 % |
| 11 | International Business Machines Corp. | 17,492 | 40.4M SEK | 2.52 % |
| 12 | First Solar Inc | 20,848 | 39.2M SEK | 2.45 % |
| 13 | Microsoft Corp | 11,043 | 38.9M SEK | 2.43 % |
| 14 | Siemens AG | 16,447 | 37.1M SEK | 2.32 % |
| 15 | TopBuild Corp | 10,464 | 35M SEK | 2.19 % |
| 16 | ACI Worldwide Inc | 83,612 | 32.7M SEK | 2.04 % |
| 17 | SAP SE | 18,474 | 29.8M SEK | 1.86 % |
| 18 | Meidensha Corp | 64,388 | 28.9M SEK | 1.81 % |
| 19 | Owens Corning | 27,779 | 28.6M SEK | 1.79 % |
| 20 | Terna - Rete Elettrica Nazionale | 245,250 | 26.6M SEK | 1.66 % |
| 21 | Verbund AG | 35,905 | 25.9M SEK | 1.62 % |
| 22 | Signify NV | 125,040 | 24.8M SEK | 1.55 % |
| 23 | KB Home | 48,299 | 23.8M SEK | 1.49 % |
| 24 | Enphase Energy Inc | 62,454 | 22.5M SEK | 1.41 % |
| 25 | Acuity Inc | 8,355 | 22.3M SEK | 1.39 % |
| 26 | Kardex Holding AG | 7,691 | 21.5M SEK | 1.34 % |
| 27 | Willdan Group Inc | 29,000 | 21.2M SEK | 1.32 % |
| 28 | Aptiv PLC | 31,459 | 20.8M SEK | 1.30 % |
| 29 | Solaria Energia y Medio Ambiente SA | 72,142 | 18.8M SEK | 1.17 % |
| 30 | Jungheinrich AG | 61,535 | 17.5M SEK | 1.09 % |
| 31 | Berkeley Group Holdings PLC | 40,548 | 17.5M SEK | 1.09 % |
| 32 | Elia Group SA/NV | 11,692 | 16.9M SEK | 1.06 % |
| 33 | Scatec ASA | 127,681 | 16.3M SEK | 1.02 % |
| 34 | Wienerberger AG | 65,044 | 16.3M SEK | 1.02 % |
| 35 | Fuji Electric Co Ltd | 24,800 | 15.7M SEK | 0.98 % |
| 36 | Advanced Micro Devices Inc | 7,300 | 14.1M SEK | 0.88 % |
| 37 | Sims Ltd | 116,392 | 13.6M SEK | 0.85 % |
| 38 | Kilroy Realty Corp | 49,493 | 13.3M SEK | 0.83 % |
| 39 | Azbil Corp | 164,000 | 13.3M SEK | 0.83 % |
| 40 | Yadea Group Holdings Ltd | 812,000 | 13.1M SEK | 0.82 % |
| 41 | Wiwynn Corp | 13,000 | 12.8M SEK | 0.80 % |
| 42 | Ormat Technologies Inc | 11,735 | 12.5M SEK | 0.78 % |
| 43 | ERG SpA | 50,260 | 12.1M SEK | 0.76 % |
| 44 | Doximity Inc | 54,259 | 12M SEK | 0.75 % |
| 45 | UPM-Kymmene Oyj | 39,393 | 11.6M SEK | 0.72 % |
| 46 | Cousins Properties Inc | 53,857 | 11.6M SEK | 0.72 % |
| 47 | SMA Solar Technology AG | 22,334 | 11.3M SEK | 0.71 % |
| 48 | Umicore SA | 63,080 | 11.2M SEK | 0.70 % |
| 49 | Array Technologies Inc | 160,290 | 11M SEK | 0.69 % |
| 50 | Greif Inc | 17,266 | 11M SEK | 0.69 % |
| 51 | Vestas Wind Systems A/S | 39,414 | 11M SEK | 0.69 % |
| 52 | Meritage Homes Corp | 18,652 | 11M SEK | 0.69 % |
| 53 | Rayonier Inc | 55,339 | 10.9M SEK | 0.68 % |
| 54 | SPIE SA | 22,258 | 10.5M SEK | 0.65 % |
| 55 | Donaldson Co Inc | 12,900 | 10.4M SEK | 0.65 % |
| 56 | Valeo SE | 89,328 | 10.1M SEK | 0.63 % |
| 57 | Redeia Corp SA | 63,224 | 10.1M SEK | 0.63 % |
| 58 | Billerud Aktiebolag | 136,485 | 9.9M SEK | 0.62 % |
| 59 | Schneider Electric SE | 3,565 | 9M SEK | 0.56 % |
| 60 | Knorr-Bremse AG | 7,998 | 8.5M SEK | 0.53 % |
| 61 | ROCKWOOL A/S | 32,319 | 8.4M SEK | 0.52 % |
| 62 | Embassy Office Parks REIT | 196,298 | 8.3M SEK | 0.52 % |
| 63 | Central Japan Railway Co | 33,400 | 8.2M SEK | 0.51 % |
| 64 | EVN AG | 25,704 | 8M SEK | 0.50 % |
| 65 | Piedmont Realty Trust Inc | 123,209 | 7.7M SEK | 0.48 % |
| 66 | Dowa Holdings Co Ltd | 14,008 | 7.3M SEK | 0.46 % |
| 67 | Lenovo Group Ltd | 647,929 | 7.2M SEK | 0.45 % |
| 68 | Capitaland India Trust | 889,700 | 6.6M SEK | 0.41 % |
| 69 | Novonesis Novozymes B | 10,927 | 6.1M SEK | 0.38 % |
| 70 | Orsted AS | 24,886 | 5.7M SEK | 0.36 % |
| 71 | Landis+Gyr Group AG | 8,850 | 5.3M SEK | 0.33 % |
| 72 | ServiceNow Inc | 3,618 | 3.6M SEK | 0.23 % |
| 73 | Voltronic Power Technology Corp | 16,000 | 3.5M SEK | 0.22 % |
| 74 | Inwido AB | 15,156 | 2.2M SEK | 0.14 % |
| 75 | Munters Group AB | 13,248 | 2.2M SEK | 0.14 % |