Titelia

Holdings of GESTION BOUTIQUE VI, FI GESTION BOUTIQUE VI / BAELO PATRIMONIO

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·57 declared positions · as of Dec 31, 2025

Original filing · Net assets 81.1M € · Ten largest lines: 42.8 % of the equity sleeve

Sector breakdown

  • Health care 16.6 %
  • Consumer staples 13.6 %
  • Materials 13.2 %
  • Technology 13.2 %
  • Financials 9.4 %
  • Communication 7.8 %
  • Consumer discretionary 6.3 %
  • Industrials 4.6 %
  • Real estate 3.7 %
  • Energy 2.7 %
  • Unattributed 8.8 %

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 31.1 %
  • CA 14.5 %
  • FR 13.8 %
  • DE 8.3 %
  • KY 6.2 %
  • TW 6.1 %
  • NL 5.9 %
  • CH 5.0 %
  • GB 4.4 %
  • JP 2.6 %
  • DK 1.4 %
  • IN 0.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2015.8M €31.08 %
CA77.4M €14.50 %
FR87M €13.78 %
DE54.2M €8.35 %
KY13.1M €6.16 %
TW13.1M €6.12 %
NL43M €5.88 %
CH22.6M €5.04 %
GB42.2M €4.38 %
JP31.3M €2.57 %
DK1693.1K €1.37 %
IN1394.4K €0.78 %

Positions

CompanySharesValueWeight
Tencent Holdings Ltd 3.1M €3.86 %
Taiwan Semiconductor Manufacturing Co Ltd 3.1M €3.83 %
Johnson & Johnson 2.6M €3.26 %
ASML Holding NV 2.6M €3.21 %
Wheaton Precious Metals Corp 2.2M €2.72 %
Royal Gold Inc 1.9M €2.33 %
Franco-Nevada Corp 1.6M €1.96 %
Roche Holding AG 1.6M €1.96 %
Allianz SE 1.6M €1.93 %
Novartis AG 1.4M €1.74 %
EssilorLuxottica SA 1.4M €1.70 %
Royal Bank of Canada 1.3M €1.61 %
LVMH Moet Hennessy Louis Vuitton SE 1.3M €1.59 %
Coca-Cola Co/The 1.2M €1.52 %
Toronto-Dominion Bank/The 1.1M €1.39 %
Procter & Gamble Co/The 1.1M €1.35 %
Hermes International SCA 1.1M €1.31 %
Realty Income Corp 1M €1.24 %
SAP SE 979.2K €1.21 %
Nestle SA 972.4K €1.20 %
British American Tobacco PLC 964.1K €1.19 %
L'Oreal SA 916.5K €1.13 %
AvalonBay Communities, Inc. 887.6K €1.10 %
Siemens AG 880.1K €1.09 %
Lowe's Cos Inc 862.3K €1.06 %
Federal Realty Investment Trust 858.2K €1.06 %
Unilever PLC 841.7K €1.04 %
Essex Property Trust Inc 824.3K €1.02 %
Public Storage 773.2K €0.95 %
Sanofi SA 744.5K €0.92 %
Novo Nordisk A/S 693.1K €0.86 %
ARGAN SA 660K €0.81 %
KDDI Corp 628K €0.77 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 618.4K €0.76 %
TotalEnergies SE 555.9K €0.69 %
Parker-Hannifin Corp 523.8K €0.65 %
Canadian Natural Resources Ltd 461.1K €0.57 %
Infosys Ltd 394.4K €0.49 %
Altria Group, Inc. 392.7K €0.48 %
Air Liquide SA 387.8K €0.48 %
IMPERIAL OIL LTD 367.4K €0.45 %
WP Carey Inc 367.1K €0.45 %
NTT Inc 362.1K €0.45 %
Emerson Electric Co. 348.6K €0.43 %
Shin-Etsu Chemical Co Ltd 316.7K €0.39 %
Canadian National Railway Co 311.4K €0.38 %
Colgate-Palmolive Co 269.1K €0.33 %
Koninklijke Ahold Delhaize NV 251.1K €0.31 %
Diageo PLC 220.3K €0.27 %
Derwent London PLC 199.3K €0.25 %
Deutsche Post AG 196.3K €0.24 %
Cincinnati Financial Corp 161.8K €0.20 %
Dover Corp 116.4K €0.14 %
Wolters Kluwer NV 88.3K €0.11 %
Hormel Foods Corp 64.6K €0.08 %
Stanley Black & Decker Inc 47.4K €0.06 %
Magnum Ice Cream Co NV/The 46.3K €0.06 %