Titelia

Holdings of MI CARTERA RV ASIA DESARROLLADO ADVISED BY, FI

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·60 declared positions · as of Dec 31, 2025

Original filing · Net assets 225.9M € · Ten largest lines: 38.4 % of the equity sleeve

Sector breakdown

  • Financials 15.6 %
  • Industrials 8.3 %
  • Communication 6.2 %
  • Materials 4.8 %
  • Consumer discretionary 3.6 %
  • Health care 2.3 %
  • Consumer staples 1.5 %
  • Technology 0.8 %
  • Unattributed 56.8 %

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

  • JP 68.2 %
  • AU 21.4 %
  • HK 4.3 %
  • SG 3.8 %
  • US 1.5 %
  • NZ 0.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
JP38141M €68.22 %
AU1444.3M €21.41 %
HK38.9M €4.32 %
SG37.8M €3.76 %
US13.1M €1.52 %
NZ11.6M €0.78 %

Positions

CompanySharesValueWeight
Mitsubishi UFJ Financial Group Inc 10.2M €4.51 %
BHP Group Ltd 9.9M €4.39 %
Hitachi Ltd 9.5M €4.23 %
Commonwealth Bank of Australia 9.5M €4.20 %
Sony Group Corp 8.8M €3.87 %
Mizuho Financial Group Inc 7.4M €3.26 %
Toyota Motor Corp. 7.3M €3.25 %
Fujitsu Ltd 6.4M €2.85 %
Tokio Marine Holdings Inc 5.3M €2.33 %
Macquarie Group Ltd 5.1M €2.24 %
Mitsui Fudosan Co Ltd 5M €2.23 %
Suzuki Motor Corp 4.9M €2.15 %
Fuji Electric Co Ltd 4.8M €2.14 %
Lasertec Corp 4.8M €2.13 %
Hoya Corp 4.7M €2.10 %
KDDI Corp 4.7M €2.08 %
Sino Land Co Ltd 4.6M €2.02 %
Yokohama Financial Group Inc 4.3M €1.91 %
Singapore Telecommunications Ltd 4.2M €1.85 %
Recruit Holdings Co Ltd 4.1M €1.82 %
Disco Corp 3.8M €1.69 %
QBE Insurance Group Ltd. 3.8M €1.68 %
Obayashi Corp. 3.6M €1.57 %
Mitsui & Co Ltd 3.5M €1.57 %
Techtronic Industries Co Ltd 3.3M €1.44 %
Sea Ltd 3.1M €1.39 %
Pan Pacific International Holdings Corp. 3.1M €1.38 %
Kyushu Railway Co 2.8M €1.24 %
ASMPT Ltd 2.5M €1.12 %
Lion Corp 2.5M €1.12 %
Ibiden Co Ltd 2.4M €1.07 %
Taisei Corp 2.3M €1.03 %
Mitsubishi Estate Co Ltd 2.3M €1.01 %
Osaka Soda Co Ltd 2.3M €1.01 %
Kewpie Corp 2.3M €1.00 %
Suncorp Group Ltd 2.2M €0.97 %
Aristocrat Leisure Ltd 2.2M €0.96 %
Transurban Group 2.1M €0.92 %
Sawai Group Holdings Co Ltd 2.1M €0.92 %
Toyo Tanso Co Ltd 2M €0.89 %
Murata Manufacturing Co Ltd 1.9M €0.84 %
Seiren Co Ltd 1.9M €0.84 %
Isuzu Motors Ltd 1.9M €0.83 %
Lynas Rare Earths Ltd 1.7M €0.76 %
Keyence Corp 1.7M €0.75 %
Fisher & Paykel Healthcare Corp Ltd 1.6M €0.71 %
SGH Ltd 1.6M €0.70 %
Goodman Group 1.6M €0.69 %
Orica Ltd 1.5M €0.64 %
Simplex Holdings Inc 1.3M €0.57 %
Integral Diagnostics Ltd 1.2M €0.55 %
FUJIFILM Holdings Corp 1.2M €0.52 %
Osaka Gas Co Ltd 1.1M €0.50 %
Wharf Real Estate Investment Co Ltd 1.1M €0.49 %
Cochlear Ltd 1.1M €0.49 %
UMS Integration Ltd 1.1M €0.47 %
Modec Inc 1M €0.46 %
Nichias Corp 895.3K €0.40 %
T&D Holdings Inc 890.4K €0.39 %
WiseTech Global Ltd 884.8K €0.39 %