Holdings of DUNAS VALOR EQUILIBRADO FI
DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. ·27 declared positions · as of Dec 31, 2025
Original filing · Net assets 549.3M € · Ten largest lines: 51.4 % of the equity sleeve
Sector breakdown
- Utilities 11.1 %
- Consumer staples 9.1 %
- Energy 8.1 %
- Industrials 8.1 %
- Technology 4.8 %
- Communication 4.7 %
- Financials 1.7 %
- Materials 1.6 %
- Unattributed 50.8 %
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
- FR 38.4 %
- DE 19.3 %
- ES 17.0 %
- GB 7.9 %
- US 6.5 %
- NL 5.8 %
- BE 5.1 %
Shares computed on the equity sleeve.
| Country | Lines | Value | Share |
|---|---|---|---|
| FR | 11 | 20.8M € | 38.38 % |
| DE | 6 | 10.5M € | 19.26 % |
| ES | 4 | 9.2M € | 17.02 % |
| GB | 2 | 4.3M € | 7.87 % |
| US | 2 | 3.5M € | 6.54 % |
| NL | 1 | 3.1M € | 5.80 % |
| BE | 1 | 2.8M € | 5.13 % |
Positions
| Company | Shares | Value | Weight |
|---|---|---|---|
| E.ON SE | 4M € | 0.74 % | |
| NN Group NV | 3.1M € | 0.57 % | |
| Vinci SA | 3M € | 0.55 % | |
| Anheuser-Busch InBev SA/NV | 2.8M € | 0.51 % | |
| Construcciones y Auxiliar de Ferrocarriles SA | 2.6M € | 0.48 % | |
| SAP SE | 2.6M € | 0.47 % | |
| Orange SA | 2.6M € | 0.47 % | |
| Capgemini SE | 2.5M € | 0.46 % | |
| Logista Integral SA | 2.4M € | 0.43 % | |
| Redeia Corp SA | 2.3M € | 0.41 % | |
| TotalEnergies SE | 2.3M € | 0.41 % | |
| Shell PLC | 2.1M € | 0.39 % | |
| Diageo PLC | 2.1M € | 0.39 % | |
| Ayvens SA | 2.1M € | 0.38 % | |
| Iberdrola SA | 2M € | 0.36 % | |
| Blackstone Secured Lending Fund | 1.8M € | 0.32 % | |
| Ares Capital Corp | 1.8M € | 0.32 % | |
| Bureau Veritas SA | 1.7M € | 0.31 % | |
| Sopra Steria Group | 1.7M € | 0.30 % | |
| Cie Generale des Etablissements Michelin SCA | 1.6M € | 0.29 % | |
| Thales SA | 1.5M € | 0.27 % | |
| Deutsche Post AG | 1.4M € | 0.25 % | |
| Renault SA | 1.2M € | 0.22 % | |
| Deutsche Boerse AG | 927.7K € | 0.17 % | |
| BASF SE | 852.6K € | 0.16 % | |
| Arkema SA | 705K € | 0.13 % | |
| Evonik Industries AG | 649.1K € | 0.12 % |