Titelia

Holdings of CAIXABANK MASTER RENTA VARIABLE USA ADVISED BY, FI

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·49 declared positions · as of Dec 31, 2025

Original filing · Net assets 7.7B € · Ten largest lines: 48.3 % of the equity sleeve

Sector breakdown

  • Technology 35.2 %
  • Financials 16.9 %
  • Consumer discretionary 12.6 %
  • Health care 9.2 %
  • Communication 8.5 %
  • Industrials 6.1 %
  • Utilities 3.3 %
  • Consumer staples 3.3 %
  • Materials 1.7 %
  • Real estate 0.9 %
  • Unattributed 2.2 %

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 98.1 %
  • NL 1.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US486.6B €98.05 %
NL1131.6M €1.95 %

Positions

CompanySharesValueWeight
NVIDIA Corp 605.3M €7.83 %
Microsoft Corp 556.5M €7.20 %
Apple Inc 525.1M €6.80 %
Amazon.com Inc 317.5M €4.11 %
Alphabet Inc 281.7M €3.64 %
Broadcom Inc 232.6M €3.01 %
Mastercard Inc 216.4M €2.80 %
American Express Co 181.4M €2.35 %
Wells Fargo & Co 181.3M €2.35 %
Lowe's Cos Inc 165M €2.13 %
McDonald's Corp. 153.3M €1.98 %
Walt Disney Co/The 152.7M €1.98 %
Walmart Inc 151.6M €1.96 %
Baker Hughes Co 147.9M €1.91 %
Meta Platforms Inc 143.4M €1.86 %
NextEra Energy Inc 141.7M €1.83 %
NXP Semiconductors NV 131.6M €1.70 %
Eli Lilly & Co 130.3M €1.69 %
Arthur J Gallagher & Co 118.3M €1.53 %
Oracle Corp 113.6M €1.47 %
Vulcan Materials Co 112.8M €1.46 %
Blackstone Inc 111.3M €1.44 %
Tesla Inc 109.1M €1.41 %
Eaton Corp PLC 107.4M €1.39 %
Morgan Stanley 106.4M €1.38 %
Stryker Corp 100.5M €1.30 %
AbbVie Inc 99.4M €1.29 %
Trane Technologies PLC 96.5M €1.25 %
Edwards Lifesciences Corp 93.3M €1.21 %
Medtronic PLC 91.1M €1.18 %
Entergy Corp 81.6M €1.06 %
Intuit Inc 75.9M €0.98 %
ServiceNow Inc 75.5M €0.98 %
Howmet Aerospace Inc 73.7M €0.95 %
Mondelez International Inc 70.6M €0.91 %
Progressive Corp/The 69.6M €0.90 %
Deere & Co 67.7M €0.88 %
Amphenol Corp 66.9M €0.87 %
Travelers Cos Inc/The 61.4M €0.79 %
US Bancorp 60.7M €0.79 %
Prologis Inc 57.8M €0.75 %
Regeneron Pharmaceuticals, Inc. 55.4M €0.72 %
Vertex Pharmaceuticals Inc 54.5M €0.71 %
Marriott International Inc/MD 51.8M €0.67 %
Raymond James Financial Inc 37.8M €0.49 %
Roper Technologies Inc 35M €0.45 %
United Rentals Inc 33.3M €0.43 %
Chipotle Mexican Grill Inc 30.5M €0.39 %
DoorDash Inc 26M €0.34 %