Titelia

Holdings of TREA GLOBAL FLEXIBLE, FI

TREA ASSET MANAGEMENT S.G.I.I.C., S.A. ·93 declared positions · as of Dec 31, 2025

Original filing · Net assets 19.8M € · Ten largest lines: 29.4 % of the equity sleeve

Sector breakdown

  • Technology 22.8 %
  • Financials 15.0 %
  • Industrials 10.5 %
  • Health care 10.2 %
  • Consumer discretionary 8.0 %
  • Communication 6.4 %
  • Consumer staples 3.8 %
  • Utilities 3.0 %
  • Materials 2.8 %
  • Energy 2.0 %
  • Real estate 0.5 %
  • 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 62.8 %
  • GB 5.6 %
  • FR 5.1 %
  • DK 4.5 %
  • NL 3.8 %
  • DE 3.4 %
  • CA 3.3 %
  • CH 3.3 %
  • ES 3.1 %
  • IT 2.0 %
  • TW 1.1 %
  • AU 1.0 %
  • Other countries 0.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US5312M €62.80 %
GB71.1M €5.62 %
FR4971.6K €5.10 %
DK2857.8K €4.50 %
NL4721.6K €3.79 %
DE4641K €3.36 %
CA4635.7K €3.34 %
CH3633K €3.32 %
ES4595.8K €3.13 %
IT3390.3K €2.05 %
TW1207.1K €1.09 %
AU2189.5K €0.99 %

Positions

CompanySharesValueWeight
NVIDIA Corp 934.3K €4.73 %
Microsoft Corp 884.4K €4.47 %
Apple Inc 684.3K €3.46 %
Alphabet Inc 601.2K €3.04 %
Amazon.com Inc 548.6K €2.77 %
DSV A/S 480.7K €2.43 %
Thermo Fisher Scientific Inc 377.2K €1.91 %
Novo Nordisk A/S 377.1K €1.91 %
Broadcom Inc 369K €1.87 %
Meta Platforms Inc 351.1K €1.78 %
Marsh & McLennan Cos Inc 349.1K €1.77 %
McKesson Corp 344.1K €1.74 %
Visa Inc 342.3K €1.73 %
LVMH Moet Hennessy Louis Vuitton SE 316.7K €1.60 %
ASML Holding NV 313.3K €1.58 %
Nestle SA 302.4K €1.53 %
Airbus SE 290.9K €1.47 %
Exxon Mobil Corp 277K €1.40 %
Eli Lilly & Co 273.4K €1.38 %
JPMorgan Chase & Co 258.9K €1.31 %
Teck Resources Ltd 255.7K €1.29 %
Hannover Rueck SE 249.7K €1.26 %
Southern Co/The 223.8K €1.13 %
HSBC Holdings PLC 220K €1.11 %
Schneider Electric SE 209.1K €1.06 %
Koninklijke Ahold Delhaize NV 207.4K €1.05 %
Taiwan Semiconductor Manufacturing Co Ltd 207.1K €1.05 %
Mastercard Inc 202.1K €1.02 %
Chevron Corp 200.5K €1.01 %
CIE Automotive SA 198.4K €1.00 %
S&P Global Inc 198.3K €1.00 %
Siemens AG 197.8K €1.00 %
AstraZeneca PLC 195.6K €0.99 %
Berkshire Hathaway Inc 192.5K €0.97 %
Adobe Inc 192.1K €0.97 %
Roche Holding AG 190.3K €0.96 %
Coca-Cola Co/The 189.9K €0.96 %
ATALAYA MINING COPPER SA 187.6K €0.95 %
Booking Holdings Inc 186.9K €0.95 %
Blackrock Inc 184.9K €0.94 %
Banca Monte dei Paschi di Siena SpA 181K €0.92 %
Lowe's Cos Inc 179.2K €0.91 %
Progressive Corp/The 178.3K €0.90 %
Eaton Corp PLC 177.3K €0.90 %
Duke Energy Corp 174.5K €0.88 %
Procter & Gamble Co/The 171.5K €0.87 %
Air Products and Chemicals Inc 164.6K €0.83 %
JD Sports Fashion PLC 162.7K €0.82 %
Bank of America Corp 162.3K €0.82 %
Industria de Diseno Textil SA 162K €0.82 %
Wells Fargo & Co 161.1K €0.81 %
Honeywell International Inc 157.4K €0.80 %
BNP Paribas SA 155K €0.78 %
Grifols SA 147.1K €0.74 %
Texas Instruments Inc 146.2K €0.74 %
Barry Callebaut AG 140.3K €0.71 %
Accenture PLC 134.7K €0.68 %
UniCredit SpA 133K €0.67 %
Tesla Inc 131.3K €0.66 %
Canadian National Railway Co 128.5K €0.65 %
Canadian Pacific Kansas City Ltd 127.9K €0.65 %
Royal Bank of Canada 123.6K €0.63 %
CRH PLC 122.9K €0.62 %
Rio Tinto PLC 121.9K €0.62 %
SLB Ltd 111.6K €0.56 %
Salesforce Inc 109.8K €0.56 %
WW Grainger Inc 104.8K €0.53 %
Omnicom Group Inc 103.6K €0.52 %
Infineon Technologies AG 103.3K €0.52 %
Rollins Inc 103.1K €0.52 %
CBRE Group Inc 102.6K €0.52 %
BE Semiconductor Industries NV 101.1K €0.51 %
Johnson & Johnson 100.6K €0.51 %
Stellantis NV 99.8K €0.50 %
CSL Ltd 97.5K €0.49 %
Segro PLC 97K €0.49 %
Public Storage 96.9K €0.49 %
Ingersoll Rand Inc 94K €0.48 %
Keyence Corp 92.5K €0.47 %
Goodman Group 92.1K €0.47 %
UnitedHealth Group Inc 91.3K €0.46 %
SAP SE 90.2K €0.46 %
Puig Brands SA 88.3K €0.45 %
National Grid PLC 86.5K €0.44 %
T-Mobile US Inc 85.2K €0.43 %
Oracle Corp 83.4K €0.42 %
NextEra Energy Inc 82K €0.41 %
AAK AB 81.1K €0.41 %
Caterpillar Inc 77.5K €0.39 %
STMicroelectronics NV 76.3K €0.39 %
Comcast Corp 72.8K €0.37 %
PepsiCo Inc 69.5K €0.35 %
Lululemon Athletica Inc 51.6K €0.26 %