Titelia

Holdings of TREA RENTA FIJA MIXTA, FI

TREA ASSET MANAGEMENT S.G.I.I.C., S.A. ·92 declared positions · as of Dec 31, 2025

Original filing · Net assets 29.3M € · Ten largest lines: 29.6 % of the equity sleeve

Sector breakdown

  • Technology 22.2 %
  • Financials 14.9 %
  • Health care 10.7 %
  • Industrials 10.3 %
  • Consumer discretionary 8.0 %
  • Communication 7.1 %
  • Consumer staples 4.1 %
  • Materials 2.9 %
  • Utilities 2.6 %
  • Energy 2.2 %
  • Unattributed 14.9 %

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 63.6 %
  • GB 6.6 %
  • FR 4.4 %
  • NL 4.1 %
  • DK 4.1 %
  • CH 3.5 %
  • ES 3.3 %
  • DE 3.1 %
  • CA 3.0 %
  • IT 1.6 %
  • TW 1.1 %
  • AU 1.1 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US525.2M €63.61 %
GB9541.8K €6.63 %
FR4360.1K €4.41 %
NL4339.1K €4.15 %
DK2334.5K €4.09 %
CH3284.4K €3.48 %
ES4272.2K €3.33 %
DE4257.2K €3.15 %
CA3244.7K €2.99 %
IT3128.7K €1.57 %
TW190.5K €1.11 %
AU289.4K €1.09 %

Positions

CompanySharesValueWeight
NVIDIA Corp 414.1K €1.41 %
Microsoft Corp 365.9K €1.25 %
Alphabet Inc 349.7K €1.19 %
Amazon.com Inc 236.1K €0.81 %
Thermo Fisher Scientific Inc 210.6K €0.72 %
Apple Inc 192.5K €0.66 %
Novo Nordisk A/S 182.1K €0.62 %
Meta Platforms Inc 161.8K €0.55 %
McKesson Corp 157.8K €0.54 %
Marsh & McLennan Cos Inc 152.5K €0.52 %
DSV A/S 152.4K €0.52 %
Nestle SA 135.7K €0.46 %
ASML Holding NV 130.8K €0.45 %
Exxon Mobil Corp 129.8K €0.44 %
Teck Resources Ltd 124.9K €0.43 %
Eli Lilly & Co 118.9K €0.41 %
LVMH Moet Hennessy Louis Vuitton SE 118K €0.40 %
JPMorgan Chase & Co 113K €0.39 %
Visa Inc 110.1K €0.38 %
Broadcom Inc 103.4K €0.35 %
Koninklijke Ahold Delhaize NV 101.2K €0.35 %
S&P Global Inc 100.5K €0.34 %
HSBC Holdings PLC 96.1K €0.33 %
Chevron Corp 94.9K €0.32 %
Adobe Inc 94.4K €0.32 %
Progressive Corp/The 92K €0.31 %
Booking Holdings Inc 91.1K €0.31 %
Taiwan Semiconductor Manufacturing Co Ltd 90.5K €0.31 %
Blackrock Inc 89.3K €0.30 %
Berkshire Hathaway Inc 89K €0.30 %
Schneider Electric SE 88.3K €0.30 %
Lowe's Cos Inc 87K €0.30 %
Mastercard Inc 87K €0.30 %
Southern Co/The 86.5K €0.29 %
Airbus SE 86.1K €0.29 %
CIE Automotive SA 86.1K €0.29 %
Siemens AG 85.9K €0.29 %
RELX PLC 85.7K €0.29 %
Hannover Rueck SE 85.2K €0.29 %
Coca-Cola Co/The 84.6K €0.29 %
Duke Energy Corp 82.6K €0.28 %
Eaton Corp PLC 81.6K €0.28 %
ATALAYA MINING COPPER SA 79.6K €0.27 %
Roche Holding AG 77.2K €0.26 %
Industria de Diseno Textil SA 76.7K €0.26 %
Air Products and Chemicals Inc 76.3K €0.26 %
Honeywell International Inc 75.9K €0.26 %
Procter & Gamble Co/The 74K €0.25 %
Barry Callebaut AG 71.5K €0.24 %
Bank of America Corp 70.9K €0.24 %
Grifols SA 70.3K €0.24 %
Texas Instruments Inc 67.9K €0.23 %
BNP Paribas SA 67.6K €0.23 %
Accenture PLC 66.2K €0.23 %
Stellantis NV 63K €0.21 %
Canadian National Railway Co 61.2K €0.21 %
Rio Tinto PLC 59.9K €0.20 %
Wells Fargo & Co 58.8K €0.20 %
Canadian Pacific Kansas City Ltd 58.6K €0.20 %
CSL Ltd 49.2K €0.17 %
SLB Ltd 48.7K €0.17 %
JD Sports Fashion PLC 48K €0.16 %
Salesforce Inc 48K €0.16 %
Oracle Corp 47.4K €0.16 %
Public Storage 47K €0.16 %
Infineon Technologies AG 46.7K €0.16 %
Rollins Inc 45.8K €0.16 %
WW Grainger Inc 45.5K €0.16 %
3i Group PLC 44.4K €0.15 %
BE Semiconductor Industries NV 44.1K €0.15 %
Banca Monte dei Paschi di Siena SpA 44K €0.15 %
NextEra Energy Inc 43.7K €0.15 %
UnitedHealth Group Inc 43.3K €0.15 %
UniCredit SpA 43.1K €0.15 %
AstraZeneca PLC 42.9K €0.15 %
Tesla Inc 42.9K €0.15 %
Unilever PLC 42.8K €0.15 %
Johnson & Johnson 42.4K €0.14 %
Segro PLC 42.4K €0.14 %
CRH PLC 42.1K €0.14 %
STMicroelectronics NV 41.6K €0.14 %
Ingersoll Rand Inc 41.5K €0.14 %
Advanced Micro Devices Inc 41K €0.14 %
Goodman Group 40.2K €0.14 %
SAP SE 39.4K €0.13 %
Puig Brands SA 39.1K €0.13 %
Marvell Technology Inc 39.1K €0.13 %
T-Mobile US Inc 38.7K €0.13 %
Lululemon Athletica Inc 37.3K €0.13 %
Comcast Corp 33.1K €0.11 %
Keyence Corp 30.8K €0.11 %
Solstice Advanced Materials Inc 4.7K €0.02 %