Titelia

Holdings of Handelsbanken Fokus 100

Handelsbanken Fonder AB ·55 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.2B SEK · Ten largest lines: 36.7 % of the equity sleeve

Sector breakdown

  • Technology 26.8 %
  • Industrials 12.6 %
  • Health care 12.0 %
  • Financials 8.1 %
  • Communication 7.9 %
  • Consumer discretionary 7.8 %
  • Real estate 2.1 %
  • Unattributed 22.8 %

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 45.2 %
  • SE 8.7 %
  • GB 5.8 %
  • DE 5.0 %
  • TW 4.3 %
  • FR 3.9 %
  • NO 3.5 %
  • CH 3.3 %
  • NL 2.9 %
  • DK 2.8 %
  • HK 2.5 %
  • FI 2.4 %
  • Other countries 9.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US21929M SEK45.17 %
2SE5178.8M SEK8.70 %
3GB3118.7M SEK5.77 %
4DE4102.3M SEK4.97 %
5TW189.3M SEK4.34 %
6FR280.1M SEK3.89 %
7NO271.7M SEK3.49 %
8CH168.6M SEK3.33 %
9NL259.4M SEK2.89 %
10DK257.4M SEK2.79 %
11HK351.1M SEK2.49 %
12FI249M SEK2.38 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 56,30893.5M SEK4.30 %
2Apple Inc 37,78991.4M SEK4.20 %
3Taiwan Semiconductor Manufacturing Co Ltd 170,30289.3M SEK4.11 %
4Alphabet Inc 31,03184.8M SEK3.90 %
5Microsoft Corp 22,41079M SEK3.64 %
6ABB Ltd 91,21968.6M SEK3.16 %
7AstraZeneca PLC 37,06268.4M SEK3.15 %
8Thermo Fisher Scientific Inc 14,50067.9M SEK3.12 %
9JPMorgan Chase & Co 20,48557.4M SEK2.64 %
10Schneider Electric SE 21,56254.2M SEK2.49 %
11Eli Lilly & Co 6,16754M SEK2.49 %
12Atlas Copco AB 306,50850M SEK2.30 %
13Broadcom Inc 16,65449.1M SEK2.26 %
14CaixaBank SA 412,58646M SEK2.12 %
15DNB Bank ASA 147,63543.5M SEK2.00 %
16Credicorp Ltd 13,31343M SEK1.98 %
17ASML Holding NV 3,50143M SEK1.98 %
18Skandinaviska Enskilda Banken AB 234,63940.4M SEK1.86 %
19Volvo AB 127,14638.8M SEK1.79 %
20AUTOLIV INC SDR 39,01538.5M SEK1.77 %
21NKT A/S 30,66837.5M SEK1.72 %
22Home Depot Inc/The 11,68636.6M SEK1.68 %
23Siemens AG 16,10036.4M SEK1.67 %
24McKesson Corp 4,32535.7M SEK1.64 %
25Garmin Ltd 15,47434.2M SEK1.57 %
26Sony Group Corp 174,57133.5M SEK1.54 %
27SK hynix Inc 6,41932.2M SEK1.48 %
28S&P Global Inc 7,88431.9M SEK1.47 %
29Beijer Ref AB 233,76630.1M SEK1.39 %
30Compass Group PLC 112,33729.4M SEK1.35 %
31Netflix Inc 31,51028.9M SEK1.33 %
32Orkla ASA 237,29028.2M SEK1.30 %
33Amazon.com Inc 13,70027.2M SEK1.25 %
34Vinci SA 18,36525.9M SEK1.19 %
35adidas AG 16,86025.3M SEK1.16 %
36Kone Oyj 41,76225.1M SEK1.16 %
37Trane Technologies PLC 6,30125M SEK1.15 %
38Kesko Oyj 113,95823.9M SEK1.10 %
39Hong Kong Exchanges & Clearing Ltd 49,65323.4M SEK1.08 %
40Core & Main Inc 47,83422.5M SEK1.04 %
41Carlisle Cos Inc 6,93722M SEK1.01 %
42SAP SE 13,61622M SEK1.01 %
43Wise PLC 183,93620.9M SEK0.96 %
44Clicks Group Ltd 127,63720.6M SEK0.95 %
45Novo Nordisk A/S 58,81119.9M SEK0.92 %
46Hexagon AB 215,76319.4M SEK0.89 %
47B3 SA - Brasil Bolsa Balcao 565,10019M SEK0.87 %
48Symrise AG 23,21618.7M SEK0.86 %
49ExlService Holdings Inc 58,93517.1M SEK0.79 %
50Intuit Inc 4,07816.8M SEK0.77 %
51CTP NV 103,69316.4M SEK0.75 %
52Spotify Technology SA 3,33315.4M SEK0.71 %
53Alibaba Group Holding Ltd 100,54514.5M SEK0.67 %
54BYD Co Ltd 102,09513.1M SEK0.60 %
55HDFC Bank Ltd 92,0106.8M SEK0.31 %