Titelia

Holdings of CAIXABANK MASTER RENTA VARIABLE EUROPA, FI

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·78 declared positions · as of Dec 31, 2025

Original filing · Net assets 2.3B € · Ten largest lines: 30.3 % of the equity sleeve

Sector breakdown

  • Financials 24.8 %
  • Industrials 15.5 %
  • Health care 12.7 %
  • Technology 9.2 %
  • Consumer staples 8.1 %
  • Materials 5.3 %
  • Utilities 5.3 %
  • Consumer discretionary 4.5 %
  • Communication 2.5 %
  • Funds 0.3 %
  • Unattributed 11.7 %

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

  • GB 22.1 %
  • FR 18.9 %
  • DE 16.1 %
  • CH 11.4 %
  • ES 8.0 %
  • NL 7.0 %
  • IT 7.0 %
  • DK 2.7 %
  • BE 2.1 %
  • SE 2.1 %
  • US 2.0 %
  • IE 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB15482M €22.11 %
FR13411.3M €18.86 %
DE16351.3M €16.12 %
CH7248.6M €11.41 %
ES5175.3M €8.04 %
NL6151.8M €6.96 %
IT6151.6M €6.95 %
DK259.1M €2.71 %
BE246M €2.11 %
SE345.3M €2.08 %
US242.5M €1.95 %
IE115.3M €0.70 %

Positions

CompanySharesValueWeight
ASML Holding NV 108.9M €4.74 %
Roche Holding AG 85.3M €3.71 %
AstraZeneca PLC 83.4M €3.63 %
LVMH Moet Hennessy Louis Vuitton SE 60.5M €2.63 %
Siemens AG 59.1M €2.57 %
Banco Bilbao Vizcaya Argentaria SA 57.8M €2.52 %
SAP SE 57.8M €2.52 %
Banco Santander SA 51.3M €2.23 %
Prudential PLC 48.3M €2.10 %
Unilever PLC 48.1M €2.09 %
Airbus SE 46.9M €2.04 %
AXA SA 46.7M €2.03 %
Barclays PLC 45.9M €2.00 %
UniCredit SpA 41.6M €1.81 %
Societe Generale SA 41.1M €1.79 %
Lloyds Banking Group PLC 39.3M €1.71 %
Schneider Electric SE 38M €1.65 %
Novartis AG 37.8M €1.65 %
Nestle SA 37.3M €1.62 %
Danone SA 36.1M €1.57 %
Novo Nordisk A/S 35.2M €1.53 %
Rolls-Royce Holdings PLC 35.2M €1.53 %
Lonza Group AG 35.1M €1.53 %
Iberdrola SA 34.4M €1.50 %
Intesa Sanpaolo SpA 34.4M €1.50 %
Deutsche Telekom AG 32.5M €1.41 %
Tesco PLC 32.4M €1.41 %
Air Liquide SA 32.3M €1.41 %
CRH PLC 31.1M €1.35 %
Siemens Energy AG 29.7M €1.29 %
Sanofi SA 28.7M €1.25 %
Anheuser-Busch InBev SA/NV 28.5M €1.24 %
SSE PLC 27.5M €1.19 %
L'Oreal SA 26.8M €1.16 %
National Grid PLC 26.3M €1.15 %
Deutsche Bank AG 24.7M €1.08 %
Sartorius AG 24.3M €1.06 %
DSV A/S 23.9M €1.04 %
Ferrari NV 23.5M €1.02 %
Cie Financiere Richemont SA 23.3M €1.01 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 21.9M €0.96 %
Anglo American PLC 20.5M €0.89 %
BAE Systems PLC 20.3M €0.88 %
Leonardo SpA 20.3M €0.88 %
London Stock Exchange Group PLC 20.1M €0.87 %
Safran SA 19.5M €0.85 %
Assa Abloy AB 18.9M €0.82 %
RWE AG 18.9M €0.82 %
Rheinmetall AG 18.4M €0.80 %
HSBC Holdings PLC 18.3M €0.80 %
ASM International NV 17.7M €0.77 %
UBS Group AG 17.6M €0.76 %
KBC Group NV 17.5M €0.76 %
CaixaBank SA 17.3M €0.75 %
Sandvik AB 17.1M €0.74 %
Prysmian SpA 16M €0.70 %
Banca Monte dei Paschi di Siena SpA 15.7M €0.68 %
Kerry Group PLC 15.3M €0.67 %
Engie SA 15.2M €0.66 %
Industria de Diseno Textil SA 14.4M €0.63 %
Allianz SE 14.1M €0.61 %
Cie de Saint-Gobain SA 13.2M €0.57 %
Holcim AG 12.3M €0.54 %
E.ON SE 11.8M €0.51 %
Fresenius SE & Co. KGaA 11.7M €0.51 %
Spotify Technology SA 11.4M €0.50 %
ABN AMRO Bank NV 10.7M €0.46 %
RECKITT BENCKISER GROUP PLC 10M €0.43 %
Atlas Copco AB 9.4M €0.41 %
Bayer AG 7.5M €0.33 %
Adyen NV 7.3M €0.32 %
adidas AG 6.8M €0.29 %
Bayerische Motoren Werke AG 6.6M €0.29 %
RELX PLC 6.5M €0.28 %
Orange SA 6.5M €0.28 %
Siemens Healthineers AG 5.4M €0.24 %
Prosus NV 4.9M €0.21 %
Magnum Ice Cream Co NV/The 2.4M €0.10 %