Titelia

Holdings of SIGMA INVESTMENT HOUSE CAPITAL, FI

ANDBANK WEALTH MANAGEMENT, SGIIC, S.A.U. ·83 declared positions · as of Dec 31, 2025

Original filing · Net assets 112.4M € · Ten largest lines: 26.4 % of the equity sleeve

Sector breakdown

  • Health care 28.9 %
  • Technology 12.5 %
  • Financials 10.8 %
  • Consumer discretionary 9.9 %
  • Communication 7.3 %
  • Utilities 5.5 %
  • Energy 3.9 %
  • Industrials 3.6 %
  • Consumer staples 2.8 %
  • Materials 2.2 %
  • Unattributed 12.6 %

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 67.0 %
  • FR 8.1 %
  • ES 5.7 %
  • CH 4.5 %
  • IT 3.6 %
  • GB 2.1 %
  • NL 2.0 %
  • DK 1.8 %
  • IE 1.7 %
  • DE 1.4 %
  • CA 1.2 %
  • KY 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US5416.2M €67.01 %
2FR82M €8.06 %
3ES41.4M €5.67 %
4CH31.1M €4.45 %
5IT3879.2K €3.63 %
6GB2500.7K €2.07 %
7NL2495K €2.05 %
8DK2432.9K €1.79 %
9IE2413.4K €1.71 %
10DE1341K €1.41 %
11CA1300.8K €1.24 %
12KY1218.3K €0.90 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1M €0.92 %
2Alibaba Group Holding Ltd 820.4K €0.73 %
3Berkshire Hathaway Inc 718.1K €0.64 %
4Endesa SA 676.7K €0.60 %
5Microsoft Corp 615.5K €0.55 %
6Broadcom Inc 556K €0.49 %
7Eli Lilly & Co 518.8K €0.46 %
8Roche Holding AG 488.1K €0.43 %
9Amazon.com Inc 479.5K €0.43 %
10Pfizer Inc 477.6K €0.43 %
11Merck & Co Inc 474.2K €0.42 %
12Novartis AG 474.2K €0.42 %
13Baidu Inc 465.6K €0.41 %
14TotalEnergies SE 433.8K €0.39 %
15Stryker Corp 381.2K €0.34 %
16Enel SpA 377.4K €0.34 %
17National Grid PLC 373.8K €0.33 %
18Meta Platforms Inc 352.4K €0.31 %
19Lam Research Corp 342.9K €0.31 %
20E.ON SE 341K €0.30 %
21Visa Inc 320.1K €0.28 %
22Medtronic PLC 317.5K €0.28 %
23Bristol-Myers Squibb Co 315.7K €0.28 %
24CVS Health Corp 312.4K €0.28 %
25McKesson Corp 311.5K €0.28 %
26Repsol SA 307.3K €0.27 %
27Booking Holdings Inc 305.5K €0.27 %
28ASML Holding NV 305K €0.27 %
29Cameco Corp 300.8K €0.27 %
30AbbVie Inc 293.7K €0.26 %
31First Solar Inc 293.1K €0.26 %
32Airbus SE 289.7K €0.26 %
33UnitedHealth Group Inc 281K €0.25 %
34Eni SpA 280.1K €0.25 %
35Apple Inc 278K €0.25 %
36KLA Corp 273.1K €0.24 %
37Micron Technology Inc 269.5K €0.24 %
38NIKE Inc 263.8K €0.23 %
39Zoetis Inc 258.8K €0.23 %
40Iberdrola SA 249.7K €0.22 %
41Johnson & Johnson 243.3K €0.22 %
42Chubb Ltd 239.2K €0.21 %
43Air Liquide SA 238.6K €0.21 %
44Jazz Pharmaceuticals PLC 238.5K €0.21 %
45Exxon Mobil Corp 232.4K €0.21 %
46JPMorgan Chase & Co 227.4K €0.20 %
47DSV A/S 224.4K €0.20 %
48NVIDIA Corp 222.6K €0.20 %
49Leonardo SpA 221.6K €0.20 %
50LVMH Moet Hennessy Louis Vuitton SE 219.3K €0.20 %
51Progressive Corp/The 219.3K €0.20 %
52Tencent Holdings Ltd 218.3K €0.19 %
53Sanofi SA 209.5K €0.19 %
54Novo Nordisk A/S 208.4K €0.19 %
55Gilead Sciences Inc 208.2K €0.19 %
56McDonald's Corp. 205.3K €0.18 %
57Moody's Corp 204K €0.18 %
58Mastercard Inc 203.2K €0.18 %
59Chevron Corp 202.9K €0.18 %
60Coca-Cola Co/The 201.9K €0.18 %
61AXA SA 201.2K €0.18 %
62Societe LDC SADIR 198.8K €0.18 %
63Abbott Laboratories 194.9K €0.17 %
64S&P Global Inc 192.2K €0.17 %
65Thermo Fisher Scientific Inc 191.9K €0.17 %
66Ferrovial SE 190K €0.17 %
67Waste Management Inc 189.3K €0.17 %
68Intuitive Surgical Inc 183.7K €0.16 %
69Regeneron Pharmaceuticals, Inc. 177.4K €0.16 %
70ICON PLC 174.8K €0.16 %
71Brookfield Asset Management Ltd 174.4K €0.16 %
72Safran SA 159.7K €0.14 %
73Walt Disney Co/The 154.9K €0.14 %
74Advanced Micro Devices Inc 152.4K €0.14 %
75Procter & Gamble Co/The 141.7K €0.13 %
76Amadeus IT Group SA 138.6K €0.12 %
77Altria Group, Inc. 137.4K €0.12 %
78Games Workshop Group PLC 126.9K €0.11 %
79Nestle SA 114.3K €0.10 %
80Catalyst Pharmaceuticals Inc 109.3K €0.10 %
81Starbucks Corp 93.8K €0.08 %
82Block Inc 91K €0.08 %
83Mondelez International Inc 89.3K €0.08 %