Titelia

Holdings of Tredje AP-fonden

506 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 34.8 % of the equity sleeve

Sector breakdown

  • Technology 31.2 %
  • Financials 12.6 %
  • Communication 10.4 %
  • Consumer discretionary 9.7 %
  • Health care 9.2 %
  • Industrials 8.3 %
  • Consumer staples 4.1 %
  • Energy 2.3 %
  • Utilities 2.0 %
  • Real estate 1.7 %
  • Materials 1.5 %
  • Unattributed 7.2 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 98.5 %
  • TW 0.6 %
  • BR 0.4 %
  • HK 0.4 %
  • SG 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US49916.9B $98.47 %
2TW1109.6M $0.64 %
3BR476.3M $0.44 %
4HK173.5M $0.43 %
5SG14.2M $0.02 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 7,172,5341.3B $
2Apple Inc 4,337,5051.1B $
3Microsoft Corp 2,109,028780.7M $
4Amazon.com Inc 2,830,451589.5M $
5Alphabet Inc 1,612,263463.6M $
6Alphabet Inc 1,538,103441.2M $
7Broadcom Inc 1,323,372409.6M $
8Meta Platforms Inc 660,490377.9M $
9Tesla Inc 808,939300.7M $
10JPMorgan Chase & Co 872,571256.7M $
11Berkshire Hathaway Inc 492,795236.1M $
12Franklin Templeton ETF Trust 8,050,000219M $
13Eli Lilly & Co 235,889217M $
14New York Life Investments ETF Trust 6,275,000214.1M $
15Johnson & Johnson 705,475172.4M $
16Visa Inc 538,787162.8M $
17Walmart Inc 1,295,836161M $
18Mastercard Inc 279,161139.5M $
19Costco Wholesale Corp 131,195130.7M $
20AbbVie Inc 559,089121.6M $
21Netflix Inc 1,247,952120M $
22Bank of America Corp 2,321,652113.2M $
23Taiwan Semiconductor Manufacturing Co Ltd 324,321109.6M $
24Micron Technology Inc 321,214108.5M $
25Coca-Cola Co/The 1,379,886104.9M $
26Home Depot Inc/The 318,467104.7M $
27Cisco Systems, Inc. 1,332,813103.4M $
28Merck & Co Inc 841,448101.2M $
29Advanced Micro Devices Inc 493,697100.4M $
30Caterpillar Inc 129,53391.8M $
31Lam Research Corp 414,41688.5M $
32General Electric Co 309,99288M $
33Wells Fargo & Co 1,076,56085.7M $
34Verizon Communications Inc 1,652,92483M $
35Procter & Gamble Co/The 560,21780.9M $
36Kinder Morgan, Inc. 2,403,93980.6M $
37Applied Materials Inc 231,82879.2M $
38Oracle Corp 535,27278.7M $
39ONEOK Inc 865,25078.2M $
40Goldman Sachs Group Inc/The 90,77776.8M $
41Futu Holdings Ltd 537,11873.5M $
42UnitedHealth Group Inc 261,22270.7M $
43GE Vernova Inc 80,41070.2M $
44Occidental Petroleum Corp 1,043,65467.8M $
45TJX Cos Inc/The 424,59167.8M $
46KLA Corp 45,18766.5M $
47International Business Machines Corp. 272,32466M $
48Thermo Fisher Scientific Inc 132,38465.1M $
49McDonald's Corp. 207,37364.4M $
50PepsiCo Inc 404,34762.8M $
51Citigroup Inc 544,65361.8M $
52AT&T Inc 2,100,74860.9M $
53Intel Corp 1,358,68160M $
54Morgan Stanley 360,45859.3M $
55NextEra Energy Inc 614,22957M $
56Boeing Co/The 285,87056.9M $
57Amgen Inc 155,44854.7M $
58Blackrock Inc 56,50054.3M $
59Salesforce Inc 288,32853.8M $
60Baker Hughes Co 876,27153.5M $
61Itau Unibanco Holding SA 6,373,06553.4M $
62S&P Global Inc 124,63853M $
63Abbott Laboratories 510,21052.4M $
64Walt Disney Co/The 543,30752.4M $
65Charles Schwab Corp/The 552,89852M $
66Texas Instruments Inc 262,13850.9M $
67Gilead Sciences Inc 359,23050.1M $
68American Express Co 161,48048.8M $
69Williams Cos Inc/The 669,51048.7M $
70Newmont Corp 449,48748.7M $
71Intuitive Surgical Inc 105,46948.6M $
72Uber Technologies Inc 658,82747.4M $
73Lockheed Martin Corp 78,08247.2M $
74Pfizer Inc 1,658,91446.6M $
75Amphenol Corp 360,68845.6M $
76Analog Devices Inc 141,16144.9M $
77Cheniere Energy Inc 151,89743.1M $
78Targa Resources Corp 169,17842.4M $
79Deere & Co 74,43741.9M $
80Welltower Inc 210,91241.7M $
81Honeywell International Inc 184,34941.7M $
82Prologis Inc 314,66341.6M $
83Union Pacific Corp 170,97941.5M $
84RTX Corp 211,51940.8M $
85Booking Holdings Inc 9,56440.3M $
86Western Digital Corp 148,21440.1M $
87QUALCOMM Inc 306,37039.5M $
88Lowe's Cos Inc 164,82838.9M $
89Arista Networks Inc 316,63338.9M $
90McKesson Corp 44,05838.1M $
91T-Mobile US Inc 181,13238M $
92Bristol-Myers Squibb Co 604,07536.6M $
93Intuit Inc 83,63236.2M $
94Northrop Grumman Corp 50,83734.7M $
95Progressive Corp/The 173,46034.4M $
96Vertiv Holdings Co 136,72634.3M $
97Stryker Corp 104,18634.2M $
98Parker-Hannifin Corp 38,14034.1M $
99Danaher Corp 178,64533.9M $
100Capital One Financial Corp 185,06933.8M $