Titelia

Holdings of Skandia Nordamerika Exponering

Skandia Fonder AB ·479 declared positions · as of Mar 31, 2026

Original filing · Net assets 9.2B SEK · Ten largest lines: 38.5 % of the equity sleeve

Sector breakdown

  • Technology 35.2 %
  • Financials 13.5 %
  • Communication 11.1 %
  • Consumer discretionary 10.6 %
  • Health care 10.5 %
  • Industrials 5.6 %
  • Consumer staples 4.3 %
  • Materials 2.4 %
  • Real estate 1.8 %
  • Utilities 0.2 %
  • Unattributed 4.8 %

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 95.4 %
  • CA 4.1 %
  • IE 0.2 %
  • NL 0.1 %
  • BM 0.1 %
  • CH 0.1 %
  • SG 0.0 %
  • AU 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US4258.7B SEK95.40 %
2CA46371.9M SEK4.06 %
3IE220M SEK0.22 %
4NL210.2M SEK0.11 %
5BM17.4M SEK0.08 %
6CH15M SEK0.05 %
7SG14.4M SEK0.05 %
8AU12M SEK0.02 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 446,300741.5M SEK8.09 %
2Apple Inc 268,340648.8M SEK7.07 %
3Microsoft Corp 129,940458.2M SEK5.00 %
4Amazon.com Inc 176,569350.3M SEK3.82 %
5Alphabet Inc 106,836292.7M SEK3.19 %
6Alphabet Inc 89,022243.3M SEK2.65 %
7Broadcom Inc 82,400243M SEK2.65 %
8Meta Platforms Inc 39,820217M SEK2.37 %
9Tesla Inc 51,820183.5M SEK2.00 %
10JPMorgan Chase & Co 51,380144M SEK1.57 %
11Eli Lilly & Co 14,671128.5M SEK1.40 %
12Berkshire Hathaway Inc 22,700103.6M SEK1.13 %
13Johnson & Johnson 44,257103.1M SEK1.12 %
14Walmart Inc 83,60099M SEK1.08 %
15Visa Inc 33,36096.1M SEK1.05 %
16Mastercard Inc 16,02076.3M SEK0.83 %
17Netflix Inc 78,67072.1M SEK0.79 %
18Costco Wholesale Corp 7,44070.6M SEK0.77 %
19AbbVie Inc 33,06368.5M SEK0.75 %
20Micron Technology Inc 20,40065.7M SEK0.72 %
21Home Depot Inc/The 20,34063.7M SEK0.69 %
22Cisco Systems, Inc. 81,10059.9M SEK0.65 %
23Advanced Micro Devices Inc 30,65559.4M SEK0.65 %
24Palantir Technologies Inc 42,50059.2M SEK0.65 %
25Bank of America Corp 125,60058.3M SEK0.64 %
26Caterpillar Inc 8,08054.5M SEK0.59 %
27Coca-Cola Co/The 75,00054.3M SEK0.59 %
28Merck & Co Inc 47,40054.3M SEK0.59 %
29Linde PLC 10,76050.8M SEK0.55 %
30Applied Materials Inc 15,50050.5M SEK0.55 %
31Lam Research Corp 24,60050.1M SEK0.55 %
32Procter & Gamble Co/The 34,71647.8M SEK0.52 %
33Royal Bank of Canada 31,10047.7M SEK0.52 %
34UnitedHealth Group Inc 17,26044.5M SEK0.49 %
35Oracle Corp 31,72044.5M SEK0.48 %
36GE Vernova Inc 5,10042.4M SEK0.46 %
37Citigroup Inc 39,00042.1M SEK0.46 %
38International Business Machines Corp. 17,54040.5M SEK0.44 %
39Goldman Sachs Group Inc/The 5,00040.3M SEK0.44 %
40PepsiCo Inc 26,49239.2M SEK0.43 %
41KLA Corp 2,60036.5M SEK0.40 %
42Intel Corp 85,90036.1M SEK0.39 %
43Thermo Fisher Scientific Inc 7,56035.4M SEK0.39 %
44AT&T Inc 123,21034M SEK0.37 %
45Amgen Inc 10,08033.8M SEK0.37 %
46McDonald's Corp. 11,20033.2M SEK0.36 %
47Walt Disney Co/The 35,50032.6M SEK0.36 %
48Salesforce Inc 18,15632.3M SEK0.35 %
49Abbott Laboratories 33,00032.3M SEK0.35 %
50TJX Cos Inc/The 20,70031.5M SEK0.34 %
51Pfizer Inc 116,97431.3M SEK0.34 %
52Lowe's Cos Inc 13,88031.2M SEK0.34 %
53Gilead Sciences Inc 23,30030.9M SEK0.34 %
54American Express Co 10,70030.8M SEK0.34 %
55Verizon Communications Inc 63,91530.6M SEK0.33 %
56Texas Instruments Inc 16,50030.5M SEK0.33 %
57Deere & Co 5,60030.1M SEK0.33 %
58Morgan Stanley 18,23828.6M SEK0.31 %
59Intuitive Surgical Inc 6,48028.5M SEK0.31 %
60Analog Devices Inc 8,89827M SEK0.29 %
61Danaher Corp 14,87126.9M SEK0.29 %
62S&P Global Inc 6,56926.6M SEK0.29 %
63Booking Holdings Inc 65426.2M SEK0.29 %
64Toronto-Dominion Bank/The 29,50026.2M SEK0.29 %
65Welltower Inc 13,70025.8M SEK0.28 %
66Uber Technologies Inc 37,10025.4M SEK0.28 %
67Trane Technologies PLC 6,40025.4M SEK0.28 %
68Shopify Inc 22,40025.2M SEK0.28 %
69QUALCOMM Inc 20,50025.1M SEK0.27 %
70Prologis Inc 19,95525.1M SEK0.27 %
71Bristol-Myers Squibb Co 43,20025M SEK0.27 %
72Blackrock Inc 2,70024.7M SEK0.27 %
73Charles Schwab Corp/The 27,40124.5M SEK0.27 %
74Arista Networks Inc 20,50024M SEK0.26 %
75Wheaton Precious Metals Corp 18,11422.6M SEK0.25 %
76Accenture PLC 11,80022.3M SEK0.24 %
77Palo Alto Networks Inc 14,30021.8M SEK0.24 %
78Intuit Inc 5,30021.8M SEK0.24 %
79McKesson Corp 2,61121.5M SEK0.23 %
80Bank of Montreal 16,40021.1M SEK0.23 %
81Newmont Corp 20,00020.6M SEK0.22 %
82Stryker Corp 6,54020.5M SEK0.22 %
83Capital One Financial Corp 11,68620.3M SEK0.22 %
84ServiceNow Inc 20,24520.2M SEK0.22 %
85Vertex Pharmaceuticals Inc 4,74020.2M SEK0.22 %
86Manulife Financial Corp 61,60020.1M SEK0.22 %
87O'Reilly Automotive Inc 22,80020M SEK0.22 %
88Adobe Inc 8,60019.9M SEK0.22 %
89Medtronic PLC 24,02719.8M SEK0.22 %
90Automatic Data Processing Inc 10,20019.7M SEK0.22 %
91Chubb Ltd 6,32619.6M SEK0.21 %
92Progressive Corp/The 10,40019.6M SEK0.21 %
93Union Pacific Corp 8,40019.4M SEK0.21 %
94Corning Inc 14,80019.2M SEK0.21 %
95Crowdstrike Holdings Inc 5,00018.6M SEK0.20 %
96CME Group Inc 6,60018.6M SEK0.20 %
97Agnico Eagle Mines Ltd 9,41018.1M SEK0.20 %
98Waste Management Inc 8,20018M SEK0.20 %
99Equinix Inc 1,91317.9M SEK0.19 %
100Aon PLC 5,72017.6M SEK0.19 %