Titelia

Holdings of BBVA MEGATENDENCIA PLANETA TIERRA ISR, FI

BBVA ASSET MANAGEMENT, S.A., SGIIC ·62 declared positions · as of Dec 31, 2025

Original filing · Net assets 21.1M € · Ten largest lines: 28.7 % of the equity sleeve

Sector breakdown

  • Industrials 16.5 %
  • Materials 15.2 %
  • Technology 12.9 %
  • Utilities 7.9 %
  • Financials 1.7 %
  • Unattributed 45.8 %

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 41.9 %
  • GB 10.7 %
  • FR 8.7 %
  • CA 8.5 %
  • ES 6.1 %
  • JP 4.2 %
  • DK 3.3 %
  • CH 2.6 %
  • NO 2.4 %
  • NL 2.4 %
  • IT 2.3 %
  • DE 1.7 %
  • Other countries 5.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US228.5M €41.91 %
GB52.2M €10.75 %
FR41.8M €8.72 %
CA61.7M €8.47 %
ES31.2M €6.11 %
JP3861K €4.23 %
DK3674K €3.31 %
CH3532K €2.62 %
NO2492K €2.42 %
NL2489K €2.40 %
IT1458K €2.25 %
DE2350K €1.72 %

Positions

CompanySharesValueWeight
Antofagasta PLC 753K €3.57 %
Schneider Electric SE 636K €3.01 %
Agnico Eagle Mines Ltd 622K €2.95 %
Applied Materials Inc 609K €2.88 %
Corning Inc 599K €2.84 %
SSE PLC 574K €2.72 %
Newmont Corp 552K €2.61 %
Waste Management Inc 505K €2.39 %
Advanced Energy Industries Inc 496K €2.35 %
Republic Services Inc 491K €2.33 %
Linde PLC 485K €2.30 %
Coca-Cola Europacific Partners PLC 481K €2.28 %
Waste Connections Inc 470K €2.23 %
Steel Dynamics Inc 469K €2.22 %
Acerinox SA 463K €2.19 %
Enel SpA 458K €2.17 %
Legrand SA 452K €2.14 %
Vidrala SA 440K €2.08 %
Synopsys Inc 381K €1.80 %
Orsted AS 374K €1.77 %
Watts Water Technologies Inc 374K €1.77 %
Commercial Metals Co 373K €1.77 %
Air Liquide SA 367K €1.74 %
Onto Innovation Inc 359K €1.70 %
Kurita Water Industries Ltd 353K €1.67 %
ASML Holding NV 353K €1.67 %
Pentair PLC 352K €1.67 %
Ferguson Enterprises Inc 348K €1.65 %
Lundin Mining Corp 344K €1.63 %
Iberdrola SA 339K €1.61 %
International Paper Co 329K €1.56 %
Imerys SA 319K €1.51 %
Halma PLC 311K €1.47 %
Cleanaway Waste Management Ltd 305K €1.44 %
Salmar ASA 288K €1.36 %
Xylem Inc/NY 285K €1.35 %
Wheaton Precious Metals Corp 278K €1.32 %
NGK Insulators Ltd 263K €1.25 %
Ball Corp 260K €1.23 %
Geberit AG 250K €1.18 %
Kyocera Corp 245K €1.16 %
NextEra Energy Inc 233K €1.10 %
EDP Renovaveis SA 232K €1.10 %
Lindsay Corp 226K €1.07 %
Scatec ASA 204K €0.97 %
Boralex Inc 192K €0.91 %
Novonesis Novozymes B 192K €0.91 %
Melexis NV 184K €0.87 %
Infineon Technologies AG 183K €0.87 %
Deere & Co 176K €0.83 %
West Fraser Timber Co Ltd 170K €0.81 %
SIG Group AG 169K €0.80 %
Befesa SA 167K €0.79 %
Mosaic Co/The 154K €0.73 %
Sociedad Quimica y Minera de Chile SA 137K €0.65 %
CNH Industrial NV 136K €0.64 %
Bakkafrost P/F 134K €0.63 %
Canfor Corp 117K €0.55 %
Sika AG 113K €0.54 %
ROCKWOOL A/S 108K €0.51 %
Croda International PLC 67K €0.32 %
Corticeira Amorim SGPS SA 44K €0.21 %