Titelia

Holdings of CAIXABANK GESTIÓN TENDENCIAS, FI

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·107 declared positions · as of Dec 31, 2025

Original filing · Net assets 173.6M € · Ten largest lines: 34.5 % of the equity sleeve

Sector breakdown

  • Technology 29.2 %
  • Communication 12.6 %
  • Health care 11.9 %
  • Financials 9.4 %
  • Industrials 4.8 %
  • Consumer discretionary 4.6 %
  • Utilities 3.1 %
  • Consumer staples 2.3 %
  • Materials 2.0 %
  • Energy 1.1 %
  • Unattributed 19.2 %

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

Currency breakdown

  • EUR 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 56.6 %
  • DE 7.9 %
  • FR 7.6 %
  • ES 5.5 %
  • GB 5.3 %
  • NL 4.8 %
  • CH 4.4 %
  • IT 2.3 %
  • DK 1.9 %
  • JP 1.2 %
  • TW 0.8 %
  • IE 0.8 %
  • Other countries 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5386.2M €56.55 %
2DE1112.1M €7.91 %
3FR1111.5M €7.57 %
4ES78.4M €5.49 %
5GB68M €5.25 %
6NL57.3M €4.79 %
7CH46.8M €4.44 %
8IT33.5M €2.31 %
9DK22.9M €1.91 %
10JP11.9M €1.24 %
11TW11.3M €0.82 %
12IE11.1M €0.75 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 9.1M €5.27 %
2Apple Inc 8.5M €4.88 %
3Microsoft Corp 7.3M €4.21 %
4Alphabet Inc 4.8M €2.74 %
5Amazon.com Inc 4.6M €2.67 %
6Alphabet Inc 4.2M €2.42 %
7Roche Holding AG 3.9M €2.24 %
8Merck & Co Inc 3.5M €1.99 %
9JPMorgan Chase & Co 3.4M €1.98 %
10Broadcom Inc 3.3M €1.88 %
11Meta Platforms Inc 3.2M €1.85 %
12Sartorius Stedim Biotech 3M €1.70 %
13Novo Nordisk A/S 2.8M €1.60 %
14Prosus NV 2.8M €1.59 %
15Indra Sistemas SA 2.5M €1.45 %
16ASML Holding NV 2.5M €1.43 %
17AstraZeneca PLC 2M €1.14 %
18Daiichi Sankyo Co Ltd 1.9M €1.09 %
19Amundi SA 1.8M €1.06 %
20Merck KGaA 1.8M €1.06 %
21Siemens AG 1.8M €1.03 %
22Bayer AG 1.7M €1.00 %
23Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1.6M €0.93 %
24Humana Inc 1.6M €0.92 %
25Banco Bilbao Vizcaya Argentaria SA 1.5M €0.88 %
26Prysmian SpA 1.5M €0.86 %
27Repligen Corp 1.5M €0.86 %
28International Consolidated Airlines Group SA 1.5M €0.84 %
29CaixaBank SA 1.5M €0.84 %
30Oracle Corp 1.4M €0.81 %
31Alibaba Group Holding Ltd 1.4M €0.79 %
32Walmart Inc 1.3M €0.78 %
33Linde PLC 1.3M €0.77 %
34National Grid PLC 1.3M €0.75 %
35Taiwan Semiconductor Manufacturing Co Ltd 1.3M €0.72 %
36Nestle SA 1.2M €0.71 %
37BAE Systems PLC 1.2M €0.70 %
38Enel SpA 1.2M €0.69 %
39SAP SE 1.2M €0.68 %
40Ferrovial SE 1.2M €0.67 %
41Convatec Group PLC 1.2M €0.66 %
42Kerry Group PLC 1.1M €0.66 %
43Morgan Stanley 1.1M €0.65 %
44E.ON SE 1.1M €0.65 %
45Iberdrola SA 1.1M €0.64 %
46Mastercard Inc 1.1M €0.64 %
47Cigna Group/The 1.1M €0.63 %
48Orange SA 1.1M €0.63 %
49International Business Machines Corp. 1.1M €0.62 %
50Micron Technology Inc 1.1M €0.62 %
51Exxon Mobil Corp 1M €0.58 %
52First Solar Inc 977K €0.56 %
53Waste Management Inc 950.2K €0.55 %
54Umicore SA 938.7K €0.54 %
55Union Pacific Corp 938.2K €0.54 %
56United Utilities Group PLC 907.4K €0.52 %
57Intel Corp 902.7K €0.52 %
58Elevance Health Inc 898.8K €0.52 %
59Netflix Inc 896.8K €0.52 %
60Banco Santander SA 877.5K €0.51 %
61Veolia Environnement SA 875.1K €0.50 %
62Alstom SA 866.5K €0.50 %
63RWE AG 865.4K €0.50 %
64Visa Inc 861.3K €0.50 %
65Getlink SE 860.5K €0.50 %
66Lonza Group AG 859.4K €0.50 %
67Banca Mediolanum SpA 830.9K €0.48 %
68Adobe Inc 826.2K €0.48 %
69Rheinmetall AG 818K €0.47 %
70ABB Ltd 796K €0.46 %
71Thales SA 774.2K €0.45 %
72Palantir Technologies Inc 772.4K €0.45 %
73Air Liquide SA 769.9K €0.44 %
74Cisco Systems, Inc. 765K €0.44 %
75PayPal Holdings Inc 763.9K €0.44 %
76Deere & Co 763.9K €0.44 %
77Berkshire Hathaway Inc 758K €0.44 %
78Citigroup Inc 746K €0.43 %
79NIKE Inc 717K €0.41 %
80Walt Disney Co/The 711.7K €0.41 %
81Vonovia SE 665.1K €0.38 %
82Advanced Micro Devices Inc 630.2K €0.36 %
83TotalEnergies SE 598.5K €0.34 %
84NXP Semiconductors NV 574.5K €0.33 %
85Baxter International Inc 560K €0.32 %
86Coca-Cola Co/The 543.6K €0.31 %
87Fortinet Inc 534K €0.31 %
88Palo Alto Networks Inc 529.8K €0.31 %
89Redeia Corp SA 522.2K €0.30 %
90Capgemini SE 505K €0.29 %
91Neste Oyj 490.9K €0.28 %
92Verizon Communications Inc 457.5K €0.26 %
93Thermo Fisher Scientific Inc 412.2K €0.24 %
94AT&T Inc 392K €0.23 %
95Renault SA 391.1K €0.23 %
96Endesa SA 374.4K €0.22 %
97Salesforce Inc 363.9K €0.21 %
98Stellantis NV 342.2K €0.20 %
99Costco Wholesale Corp 317K €0.18 %
100Home Depot Inc/The 304.2K €0.18 %