Titelia

Holdings of MI CARTERA RV EUROPA, FI

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·76 declared positions · as of Dec 31, 2025

Original filing · Net assets 400.3M € · Ten largest lines: 28.7 % of the equity sleeve

Sector breakdown

  • Financials 24.2 %
  • Health care 14.6 %
  • Industrials 10.6 %
  • Technology 7.8 %
  • Consumer discretionary 6.8 %
  • Utilities 4.8 %
  • Materials 4.7 %
  • Consumer staples 2.9 %
  • Energy 2.8 %
  • Communication 1.2 %
  • Unattributed 19.5 %

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 19.5 %
  • FR 18.5 %
  • DE 16.4 %
  • CH 10.8 %
  • ES 8.8 %
  • NL 8.5 %
  • IT 4.6 %
  • US 3.4 %
  • DK 2.2 %
  • IE 1.8 %
  • PT 1.6 %
  • SE 1.6 %
  • Other countries 2.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1GB1576.4M €19.54 %
2FR1372.3M €18.49 %
3DE1364.1M €16.39 %
4CH842.4M €10.84 %
5ES734.6M €8.84 %
6NL533.4M €8.53 %
7IT318.1M €4.64 %
8US313.4M €3.43 %
9DK18.8M €2.24 %
10IE16.9M €1.76 %
11PT26.3M €1.61 %
12SE26.1M €1.57 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 16.9M €4.22 %
2AstraZeneca PLC 16.2M €4.05 %
3Roche Holding AG 12.6M €3.16 %
4Banco Santander SA 12.4M €3.10 %
5EssilorLuxottica SA 9.5M €2.37 %
6LVMH Moet Hennessy Louis Vuitton SE 9.4M €2.35 %
7Intesa Sanpaolo SpA 8.9M €2.22 %
8Allianz SE 8.8M €2.21 %
9Novo Nordisk A/S 8.8M €2.19 %
10Iberdrola SA 8.6M €2.15 %
11Schneider Electric SE 8.4M €2.10 %
12TotalEnergies SE 8.3M €2.06 %
13Barclays PLC 7.4M €1.86 %
14HSBC Holdings PLC 7.4M €1.85 %
15Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 7.3M €1.82 %
16ING Groep NV 7.2M €1.81 %
17Societe Generale SA 7.1M €1.78 %
18Cie Financiere Richemont SA 7M €1.75 %
19Ryanair Holdings PLC 6.9M €1.72 %
20SAP SE 6.5M €1.63 %
21BASF SE 6.1M €1.53 %
22Siemens AG 5.9M €1.49 %
23Enel SpA 5.6M €1.40 %
24CRH PLC 5.5M €1.36 %
25Rheinmetall AG 5.2M €1.30 %
26Atlas Copco AB 5.2M €1.29 %
27Fresenius SE & Co. KGaA 5.1M €1.27 %
28BAE Systems PLC 5.1M €1.26 %
29Legrand SA 5M €1.25 %
30AXA SA 4.8M €1.20 %
31Spotify Technology SA 4.7M €1.17 %
32National Grid PLC 4.7M €1.17 %
33Swisscom AG 4.5M €1.13 %
34adidas AG 4.4M €1.11 %
35Lloyds Banking Group PLC 4.4M €1.09 %
36Jeronimo Martins SGPS SA 4.3M €1.07 %
37Banco Bilbao Vizcaya Argentaria SA 4.2M €1.05 %
38Diageo PLC 4.2M €1.04 %
39Sanofi SA 4.1M €1.03 %
40Cie Generale des Etablissements Michelin SCA 4.1M €1.02 %
41Airbus SE 4.1M €1.02 %
42SGS SA 4.1M €1.01 %
43Deutsche Boerse AG 4M €1.00 %
44UBS Group AG 4M €0.99 %
45Novartis AG 3.9M €0.98 %
46Weir Group PLC/The 3.9M €0.97 %
47London Stock Exchange Group PLC 3.9M €0.97 %
48Anheuser-Busch InBev SA/NV 3.8M €0.94 %
49Coca-Cola Europacific Partners PLC 3.8M €0.94 %
50Air Liquide SA 3.7M €0.91 %
51Prysmian SpA 3.6M €0.91 %
52Imperial Brands PLC 3.6M €0.89 %
53Koninklijke KPN NV 3.5M €0.87 %
54Infineon Technologies AG 3.5M €0.87 %
55DSM-Firmenich AG 3.4M €0.85 %
56Compass Group PLC 3.3M €0.82 %
57Associated British Foods PLC 3.3M €0.81 %
58Linde PLC 3.2M €0.81 %
59Merlin Properties Socimi SA 3.1M €0.77 %
60BE Semiconductor Industries NV 3.1M €0.77 %
61Segro PLC 2.9M €0.73 %
62Zurich Insurance Group AG 2.9M €0.72 %
63Siemens Energy AG 2.7M €0.68 %
64Heineken NV 2.7M €0.67 %
65Shell PLC 2.5M €0.64 %
66CVC Capital Partners PLC 2.5M €0.63 %
67Kering SA 2.5M €0.63 %
68Zalando SE 2.4M €0.61 %
69HBX Group International PLC 2.4M €0.60 %
70Indra Sistemas SA 2.1M €0.53 %
71Bayerische Motoren Werke AG 2M €0.50 %
72Galp Energia SGPS SA 2M €0.50 %
73Argenx SE 2M €0.49 %
74Puig Brands SA 1.8M €0.45 %
75SEB SA 1.4M €0.34 %
76Verisure PLC 980K €0.24 %