Titelia

Holdings of GESIURIS PATRIMONIAL, FI

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·30 declared positions · as of Dec 31, 2025

Original filing · Net assets 28.2M € · Ten largest lines: 48.2 % of the equity sleeve

Sector breakdown

  • Health care 36.1 %
  • Financials 15.1 %
  • Consumer discretionary 8.7 %
  • Energy 3.6 %
  • Materials 3.3 %
  • Consumer staples 3.2 %
  • Industrials 3.0 %
  • Unattributed 27.0 %

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 54.0 %
  • ES 18.6 %
  • CH 14.9 %
  • IT 3.6 %
  • DE 3.3 %
  • HK 2.8 %
  • FR 2.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US165.1M €54.02 %
2ES61.8M €18.62 %
3CH31.4M €14.89 %
4IT1338.9K €3.61 %
5DE2312.8K €3.33 %
6HK1262.6K €2.79 %
7FR1258K €2.74 %

Positions

RankCompanySharesValueWeight
1Grifols SA 774.7K €2.75 %
2Novartis AG 529.6K €1.88 %
3Roche Holding AG 528.7K €1.88 %
4Colonial SFL Socimi SA 426.3K €1.51 %
5Blackrock Inc 423.7K €1.50 %
6Amgen Inc 390.1K €1.39 %
7Merck & Co Inc 376.4K €1.34 %
8Zoetis Inc 374.9K €1.33 %
9T Rowe Price Group Inc 366.1K €1.30 %
10Straumann Holding AG 341.2K €1.21 %
11Eni SpA 338.9K €1.20 %
12Pfizer Inc 337.1K €1.20 %
13Regeneron Pharmaceuticals, Inc. 328.6K €1.17 %
14Medtronic PLC 327.1K €1.16 %
15Align Technology Inc 319.1K €1.13 %
16Marsh & McLennan Cos Inc 315.9K €1.12 %
17Viatris Inc 313.7K €1.11 %
18Constellation Brands Inc 305.4K €1.08 %
19Booking Holdings Inc 296.4K €1.05 %
20Uber Technologies Inc 278.3K €0.99 %
21Alibaba Group Holding Ltd 262.6K €0.93 %
22LVMH Moet Hennessy Louis Vuitton SE 258K €0.92 %
23UnitedHealth Group Inc 196.7K €0.70 %
24CEMENTOS MOLINS 188.4K €0.67 %
25Deutsche Boerse AG 156.6K €0.56 %
26Allianz SE 156.2K €0.55 %
27Miquel y Costas & Miquel SA 156.1K €0.55 %
28Puig Brands SA 150.2K €0.53 %
29Alexandria Real Estate Equities, Inc. 129.2K €0.46 %
30NATURHOUSE HEALTH SA 55K €0.20 %