Titelia

Holdings of BBVA MEGATENDENCIA DEMOGRAFIA, FI

BBVA ASSET MANAGEMENT, S.A., SGIIC ·79 declared positions · as of Dec 31, 2025

Original filing · Net assets 15.1M € · Ten largest lines: 26.4 % of the equity sleeve

Sector breakdown

  • Health care 14.7 %
  • Consumer discretionary 13.7 %
  • Communication 13.5 %
  • Technology 7.2 %
  • Consumer staples 5.2 %
  • Industrials 4.8 %
  • Materials 0.8 %
  • Unattributed 40.0 %

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 37.9 %
  • FR 10.3 %
  • GB 9.5 %
  • DE 9.4 %
  • CH 6.5 %
  • NL 4.4 %
  • JP 3.6 %
  • IT 3.2 %
  • CA 2.8 %
  • KR 2.6 %
  • IE 2.3 %
  • DK 2.2 %
  • Other countries 5.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US285.6M €37.89 %
FR71.5M €10.26 %
GB81.4M €9.46 %
DE71.4M €9.39 %
CH6957K €6.53 %
NL4646K €4.41 %
JP4533K €3.63 %
IT1469K €3.20 %
CA2404K €2.75 %
KR1375K €2.56 %
IE2338K €2.30 %
DK2326K €2.22 %

Positions

CompanySharesValueWeight
Technogym SpA 469K €3.10 %
Eli Lilly & Co 451K €2.98 %
Booking Holdings Inc 415K €2.74 %
Amazon.com Inc 403K €2.66 %
Alphabet Inc 396K €2.62 %
Netflix Inc 389K €2.57 %
Samsung Electronics Co Ltd 375K €2.48 %
Danone SA 332K €2.20 %
Ipsen SA 329K €2.18 %
Scout24 SE 316K €2.09 %
Schneider Electric SE 315K €2.08 %
Prosus NV 309K €2.04 %
Alibaba Group Holding Ltd 290K €1.92 %
Heidelberg Materials AG 283K €1.87 %
Universal Music Group NV 278K €1.84 %
RECKITT BENCKISER GROUP PLC 270K €1.79 %
Alcon AG 269K €1.78 %
Spotify Technology SA 265K €1.75 %
Caterpillar Inc 259K €1.71 %
Knorr-Bremse AG 246K €1.63 %
Meta Platforms Inc 246K €1.63 %
Nintendo Co Ltd 242K €1.60 %
Helios Towers PLC 228K €1.51 %
Hologic Inc 227K €1.50 %
Shopify Inc 222K €1.47 %
Novonesis Novozymes B 219K €1.45 %
Compass Group PLC 218K €1.44 %
Beiersdorf AG 209K €1.38 %
Anheuser-Busch InBev SA/NV 206K €1.36 %
MercadoLibre Inc 206K €1.36 %
GSK PLC 201K €1.33 %
Takeda Pharmaceutical Co Ltd 197K €1.30 %
Fresenius SE & Co. KGaA 196K €1.30 %
Roche Holding AG 190K €1.26 %
Thermo Fisher Scientific Inc 183K €1.21 %
Brookfield Infrastructure Corp 182K €1.20 %
Novartis AG 179K €1.18 %
Sprouts Farmers Market Inc 175K €1.16 %
Analog Devices Inc 174K €1.15 %
Kingspan Group PLC 173K €1.14 %
Bakkafrost P/F 170K €1.12 %
Glanbia PLC 165K €1.09 %
LVMH Moet Hennessy Louis Vuitton SE 162K €1.07 %
Unilever PLC 162K €1.07 %
IDEXX Laboratories Inc 160K €1.06 %
Chemed Corp 145K €0.96 %
Domino's Pizza Inc 141K €0.93 %
Legrand SA 136K €0.90 %
Walt Disney Co/The 136K €0.90 %
Cie Financiere Richemont SA 134K €0.89 %
Veolia Environnement SA 127K €0.84 %
Abbott Laboratories 127K €0.84 %
Merck & Co Inc 123K €0.81 %
DSM-Firmenich AG 122K €0.81 %
Rightmove PLC 122K €0.81 %
BYD Co Ltd 120K €0.79 %
Rentokil Initial PLC 118K €0.78 %
International Flavors & Fragrances Inc 115K €0.76 %
Centene Corp 114K €0.75 %
Novo Nordisk A/S 107K €0.71 %
JD.COM INC 106K €0.70 %
Pernod Ricard SA 103K €0.68 %
Puig Brands SA 102K €0.67 %
Zoetis Inc 101K €0.67 %
Humana Inc 89K €0.59 %
Vitrolife AB 71K €0.47 %
Symrise AG 70K €0.46 %
Diageo PLC 69K €0.46 %
Sika AG 63K €0.42 %
NIKE Inc 63K €0.42 %
Mercari Inc 62K €0.41 %
Masimo Corp 59K €0.39 %
Zalando SE 57K €0.38 %
Progyny Inc 56K €0.37 %
JUST EAT TAKEAWAYCOM NV 50K €0.33 %
Dexcom Inc 48K €0.32 %
M3, Inc. 32K €0.21 %
CVC Capital Partners PLC 17K €0.11 %
Magnum Ice Cream Co NV/The 9K €0.06 %