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.

CountryLinesValueShare
US4258.7B SEK95.40 %
CA46371.9M SEK4.06 %
IE220M SEK0.22 %
NL210.2M SEK0.11 %
BM17.4M SEK0.08 %
CH15M SEK0.05 %
SG14.4M SEK0.05 %
AU12M SEK0.02 %

Positions

CompanySharesValueWeight
Boston Scientific Corp 29,40017.6M SEK0.19 %
Western Digital Corp 6,77217.4M SEK0.19 %
T-Mobile US Inc 8,51317M SEK0.19 %
Republic Services Inc 8,00016.7M SEK0.18 %
Comcast Corp 60,60016.6M SEK0.18 %
Cigna Group/The 6,49916.5M SEK0.18 %
AutoZone Inc 51016.4M SEK0.18 %
Cencora Inc 5,48016.4M SEK0.18 %
CVS Health Corp 23,48316.1M SEK0.18 %
Starbucks Corp 18,80016M SEK0.18 %
AppLovin Corp 4,20015.9M SEK0.17 %
Regeneron Pharmaceuticals, Inc. 2,16015.9M SEK0.17 %
Marvell Technology Inc 16,70015.8M SEK0.17 %
Moody's Corp 3,78015.7M SEK0.17 %
Seagate Technology Holdings PLC 4,20015.7M SEK0.17 %
Bank of Nova Scotia/The 23,20015.3M SEK0.17 %
Vertiv Holdings Co 6,40015.3M SEK0.17 %
Marriott International Inc/MD 4,84015.1M SEK0.16 %
Canadian Imperial Bank of Commerce 16,60014.9M SEK0.16 %
Marsh & McLennan Cos Inc 9,00014.9M SEK0.16 %
Johnson Controls International plc 11,88414.8M SEK0.16 %
Cadence Design Systems Inc 5,60014.8M SEK0.16 %
Elevance Health Inc 5,28014.7M SEK0.16 %
Brookfield Corp 37,95014.6M SEK0.16 %
FedEx Corp 4,30014.6M SEK0.16 %
CRH PLC 14,40014.4M SEK0.16 %
Hilton Worldwide Holdings Inc 4,96614.4M SEK0.16 %
WW Grainger Inc 1,38014.3M SEK0.16 %
Principal Financial Group Inc 16,70014.3M SEK0.16 %
Synopsys Inc 3,77714.3M SEK0.16 %
Intercontinental Exchange Inc 9,38914.1M SEK0.15 %
MetLife Inc 20,40013.7M SEK0.15 %
Motorola Solutions Inc 3,30013.6M SEK0.15 %
Air Products and Chemicals Inc 4,90013.6M SEK0.15 %
Cintas Corp 8,40013.5M SEK0.15 %
Cardinal Health, Inc. 6,70013.5M SEK0.15 %
American Tower Corp 8,20013.5M SEK0.15 %
MercadoLibre Inc 80013.2M SEK0.14 %
CBRE Group Inc 10,20013.2M SEK0.14 %
Sun Life Financial Inc 22,10013.1M SEK0.14 %
National Bank of Canada 10,40012.8M SEK0.14 %
Regency Centers Corp 17,40012.5M SEK0.14 %
Digital Realty Trust Inc 7,30012.5M SEK0.14 %
Cummins Inc 2,40012.3M SEK0.13 %
United Parcel Service Inc 12,90012.1M SEK0.13 %
Royal Caribbean Cruises Ltd 4,60012.1M SEK0.13 %
Annaly Capital Management Inc 59,75012M SEK0.13 %
Target Corp 10,40012M SEK0.13 %
Nasdaq Inc 14,80012M SEK0.13 %
Travelers Cos Inc/The 4,30011.9M SEK0.13 %
PNC Financial Services Group Inc/The 6,00011.9M SEK0.13 %
Fastenal Co 26,70011.8M SEK0.13 %
Aflac Inc 11,20011.7M SEK0.13 %
Mondelez International Inc 21,30011.7M SEK0.13 %
Cloudflare Inc 5,90011.6M SEK0.13 %
Keysight Technologies Inc 4,30011.6M SEK0.13 %
Electronic Arts Inc 5,80011.3M SEK0.12 %
Zoetis Inc 9,92011.2M SEK0.12 %
United Rentals Inc 1,60011.1M SEK0.12 %
Simon Property Group Inc 6,20011M SEK0.12 %
Ventas Inc 14,10011M SEK0.12 %
CSX Corp 28,00010.9M SEK0.12 %
General Motors Co 15,40010.9M SEK0.12 %
AvalonBay Communities, Inc. 7,00010.9M SEK0.12 %
Sysco Corp 15,70010.7M SEK0.12 %
Canadian National Railway Co 10,90010.7M SEK0.12 %
NIKE Inc 20,90010.5M SEK0.11 %
Bank of New York Mellon Corp/The 9,30010.5M SEK0.11 %
Teradyne Inc 3,60010.2M SEK0.11 %
KKR & Co Inc 11,50010.1M SEK0.11 %
Fortinet Inc 13,00010.1M SEK0.11 %
Avery Dennison Corp 6,10010M SEK0.11 %
Ciena Corp 2,70010M SEK0.11 %
Ecolab Inc 3,9009.9M SEK0.11 %
Blackstone Inc 9,0009.9M SEK0.11 %
Hartford Insurance Group Inc/The 7,6009.8M SEK0.11 %
Ferguson Enterprises Inc 4,4009.8M SEK0.11 %
TE Connectivity PLC 4,9009.8M SEK0.11 %
WSP Global Inc 6,6009.8M SEK0.11 %
Arthur J Gallagher & Co 4,7009.7M SEK0.11 %
News Corp 40,8009.7M SEK0.11 %
State Street Corp 8,0009.6M SEK0.11 %
NXP Semiconductors NV 5,1009.6M SEK0.10 %
Warner Bros Discovery Inc 36,3949.5M SEK0.10 %
Ross Stores Inc 4,6009.5M SEK0.10 %
Edwards Lifesciences Corp 12,4009.5M SEK0.10 %
DoorDash Inc 6,5609.4M SEK0.10 %
Colgate-Palmolive Co 11,5009.3M SEK0.10 %
Airbnb Inc 7,7009.3M SEK0.10 %
Fifth Third Bancorp 20,9009.3M SEK0.10 %
Norfolk Southern Corp 3,3809.2M SEK0.10 %
Jabil Inc 3,6009.1M SEK0.10 %
Hewlett Packard Enterprise Co 40,1009.1M SEK0.10 %
Carrier Global Corp 16,8579M SEK0.10 %
Dell Technologies Inc 5,7008.9M SEK0.10 %
M&T Bank Corp 4,5008.9M SEK0.10 %
MSCI Inc 1,7008.7M SEK0.10 %
Lumentum Holdings Inc 1,3008.7M SEK0.09 %
Snowflake Inc 6,0008.6M SEK0.09 %
PayPal Holdings Inc 19,9008.6M SEK0.09 %