Titelia

Holdings of SEB Global Exposure

SEB Funds AB ·808 declared positions · as of Mar 31, 2026

Original filing · Net assets 652.9M SEK · Ten largest lines: 30.4 % of the equity sleeve

Sector breakdown

  • Technology 28.8 %
  • Financials 14.9 %
  • Health care 10.0 %
  • Communication 9.7 %
  • Consumer discretionary 9.3 %
  • Industrials 6.8 %
  • Consumer staples 4.0 %
  • Materials 2.4 %
  • Real estate 1.3 %
  • Unattributed 12.7 %

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 73.6 %
  • JP 5.7 %
  • CH 2.9 %
  • CA 2.8 %
  • GB 2.8 %
  • DE 2.3 %
  • FR 1.7 %
  • NL 1.7 %
  • AU 1.5 %
  • SE 0.9 %
  • ES 0.7 %
  • IT 0.6 %
  • Other countries 2.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US430479.5M SEK73.63 %
2JP9636.8M SEK5.66 %
3CH3119.2M SEK2.95 %
4CA3718.3M SEK2.80 %
5GB3318.1M SEK2.78 %
6DE2314.8M SEK2.28 %
7FR2211.4M SEK1.75 %
8NL2010.9M SEK1.67 %
9AU229.6M SEK1.47 %
10SE185.6M SEK0.86 %
11ES94.8M SEK0.74 %
12IT114.2M SEK0.65 %

Positions

RankCompanySharesValueWeight
201EssilorLuxottica SA 322701.2K SEK0.11 %
202American Tower Corp 426700.4K SEK0.11 %
203ING Groep NV 2,885700K SEK0.11 %
204CaixaBank SA 6,268699.3K SEK0.11 %
205Johnson Controls International plc 559697.3K SEK0.11 %
2063M Co 503695.9K SEK0.11 %
207Quanta Services Inc 133695.6K SEK0.11 %
208Marriott International Inc/MD 223694.8K SEK0.11 %
209Infineon Technologies AG 1,664694K SEK0.11 %
210Moody's Corp 167694K SEK0.11 %
211Volvo AB 2,259690.1K SEK0.11 %
212United Parcel Service Inc 734687.9K SEK0.11 %
213Lloyds Banking Group PLC 59,292687.8K SEK0.11 %
214Barrick Mining Corp 1,764684.6K SEK0.10 %
215Corteva Inc 857683.4K SEK0.10 %
216Wesfarmers Ltd 1,435682.6K SEK0.10 %
217Cummins Inc 133681.7K SEK0.10 %
218DSV A/S 303681.4K SEK0.10 %
219RELX PLC 2,185679.6K SEK0.10 %
220Reckitt Benckiser Group PLC 1,061678.2K SEK0.10 %
221Wheaton Precious Metals Corp 543676.8K SEK0.10 %
222Synopsys Inc 178672.3K SEK0.10 %
223Atlas Copco AB 4,607667.3K SEK0.10 %
224Truist Financial Corp 1,523667K SEK0.10 %
225Prosus NV 1,551663.6K SEK0.10 %
226Loblaw Cos Ltd 1,529661.9K SEK0.10 %
227CSX Corp 1,691661.3K SEK0.10 %
228Elevance Health Inc 237660.9K SEK0.10 %
229General Motors Co 928658.6K SEK0.10 %
230Norfolk Southern Corp 240656.2K SEK0.10 %
231Public Storage 252650.3K SEK0.10 %
232Fastenal Co 1,469649.3K SEK0.10 %
233MS&AD Insurance Group Holdings Inc 2,689649.2K SEK0.10 %
234Cintas Corp 402647.7K SEK0.10 %
235Digital Realty Trust Inc 377647.2K SEK0.10 %
236Aon PLC 210645.7K SEK0.10 %
237TE Connectivity PLC 324645.1K SEK0.10 %
238Motorola Solutions Inc 155640.8K SEK0.10 %
239Keyence Corp 195640.6K SEK0.10 %
240Realty Income Corp 1,099640.5K SEK0.10 %
241Air Products and Chemicals Inc 231639.2K SEK0.10 %
242CSL Ltd 695638.4K SEK0.10 %
243Colgate-Palmolive Co 785637.4K SEK0.10 %
244WW Grainger Inc 61633.9K SEK0.10 %
245Cloudflare Inc 321631K SEK0.10 %
246Industria de Diseno Textil SA 1,166630.2K SEK0.10 %
247Autodesk Inc 276629.4K SEK0.10 %
248Travelers Cos Inc/The 226628K SEK0.10 %
249PACCAR Inc 569626.1K SEK0.10 %
250NIKE Inc 1,237622.4K SEK0.10 %
251Warner Bros Discovery Inc 2,344613.2K SEK0.09 %
252Mitsubishi Electric Corp 2,044610.5K SEK0.09 %
253Vodafone Group PLC 42,092599.1K SEK0.09 %
254Kimberly-Clark Corp 651598.3K SEK0.09 %
255DoorDash Inc 412589.3K SEK0.09 %
256Cencora Inc 195583.6K SEK0.09 %
257adidas AG 388582K SEK0.09 %
258Airbnb Inc 481578.6K SEK0.09 %
259Holcim AG 747574.9K SEK0.09 %
260Nordea Bank Abp 3,568574.7K SEK0.09 %
261Robinhood Markets Inc 870574.3K SEK0.09 %
262Nasdaq Inc 706570.9K SEK0.09 %
263Ferrari NV 179567.8K SEK0.09 %
264Telstra Group Ltd. 16,207563.6K SEK0.09 %
265Monolithic Power Systems Inc 54562.4K SEK0.09 %
266Erste Group Bank AG 549557.4K SEK0.09 %
267PayPal Holdings Inc 1,290555.8K SEK0.09 %
268Murata Manufacturing Co Ltd 2,714554K SEK0.08 %
269Dover Corp 278552K SEK0.08 %
270AutoZone Inc 17547K SEK0.08 %
271KKR & Co Inc 616542.8K SEK0.08 %
272Canadian National Railway Co 555542.4K SEK0.08 %
273Monster Beverage Corp 785541.9K SEK0.08 %
274Allstate Corp/The 274541.2K SEK0.08 %
275Recruit Holdings Co Ltd 1,376537.7K SEK0.08 %
276Simon Property Group Inc 300533.1K SEK0.08 %
277Snowflake Inc 371533K SEK0.08 %
278Aflac Inc 509532K SEK0.08 %
279Standard Chartered PLC 2,711529.6K SEK0.08 %
280United Rentals Inc 76527.5K SEK0.08 %
281Martin Marietta Materials Inc 94527.1K SEK0.08 %
282Nippon Yusen KK 1,526527.1K SEK0.08 %
283Edwards Lifesciences Corp 689525.6K SEK0.08 %
284Arthur J Gallagher & Co 253522K SEK0.08 %
285Ciena Corp 141521.5K SEK0.08 %
286Societe Generale SA 767519.9K SEK0.08 %
287Keysight Technologies Inc 192516.5K SEK0.08 %
288Daikin Industries Ltd 461515.8K SEK0.08 %
289Fortinet Inc 660513.8K SEK0.08 %
290Teradyne Inc 181511.2K SEK0.08 %
291Honda Motor Co Ltd 6,754508.6K SEK0.08 %
292Hoya Corp 318505.6K SEK0.08 %
293Carvana Co 165494.2K SEK0.08 %
294Dell Technologies Inc 311486.3K SEK0.07 %
295Coinbase Global Inc 287477.4K SEK0.07 %
296Restaurant Brands International Inc 677475.7K SEK0.07 %
297Sumitomo Electric Industries Ltd. 924463.7K SEK0.07 %
298AvalonBay Communities, Inc. 293455.9K SEK0.07 %
299Lumentum Holdings Inc 68455.2K SEK0.07 %
300IDEXX Laboratories Inc 85455K SEK0.07 %