Titelia

Holdings of BBVA USA DESARROLLO, FI

BBVA ASSET MANAGEMENT, S.A., SGIIC ·167 declared positions · as of Dec 31, 2025

Original filing · Net assets 640M € · Ten largest lines: 20.8 % of the equity sleeve

Sector breakdown

  • Technology 22.5 %
  • Financials 20.3 %
  • Health care 13.6 %
  • Communication 8.0 %
  • Consumer discretionary 7.5 %
  • Consumer staples 4.7 %
  • Industrials 4.7 %
  • Materials 3.3 %
  • Energy 2.7 %
  • Real estate 1.1 %
  • Unattributed 11.6 %

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 99.0 %
  • IE 0.8 %
  • NL 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US165619.2M €98.99 %
2IE14.8M €0.76 %
3NL11.6M €0.25 %

Positions

RankCompanySharesValueWeight
1Broadcom Inc 23.8M €3.72 %
2JPMorgan Chase & Co 17.6M €2.76 %
3Walmart Inc 13.7M €2.13 %
4Palantir Technologies Inc 13.2M €2.07 %
5AbbVie Inc 11.8M €1.85 %
6Capital One Financial Corp 11.2M €1.75 %
7International Business Machines Corp. 10.4M €1.62 %
8Wells Fargo & Co 9.5M €1.49 %
9Citigroup Inc 9.5M €1.49 %
10Booking Holdings Inc 9.4M €1.47 %
11Cisco Systems, Inc. 8.5M €1.33 %
12Merck & Co Inc 7.9M €1.23 %
13Goldman Sachs Group Inc/The 7.3M €1.14 %
14TJX Cos Inc/The 7.1M €1.11 %
15Gilead Sciences Inc 7M €1.09 %
16Lam Research Corp 6.9M €1.08 %
17AppLovin Corp 6.8M €1.06 %
18AT&T Inc 6.8M €1.06 %
19Warner Bros Discovery Inc 6.7M €1.05 %
20Arista Networks Inc 6.5M €1.02 %
21Newmont Corp 6.4M €1.00 %
22Walt Disney Co/The 6.4M €0.99 %
23QUALCOMM Inc 6.3M €0.98 %
24Amgen Inc 6.2M €0.96 %
25Charles Schwab Corp/The 6.1M €0.96 %
26Verizon Communications Inc 6M €0.94 %
27Western Digital Corp 6M €0.93 %
28Intuit Inc 6M €0.93 %
29KLA Corp 5.8M €0.91 %
30Bank of New York Mellon Corp/The 5.7M €0.90 %
31Adobe Inc 5.7M €0.88 %
32Pfizer Inc 5.4M €0.85 %
33Medtronic PLC 5.3M €0.82 %
34Bristol-Myers Squibb Co 5.1M €0.80 %
35T-Mobile US Inc 5.1M €0.79 %
36CVS Health Corp 5M €0.78 %
37Corning Inc 4.9M €0.77 %
38Johnson Controls International plc 4.8M €0.74 %
39McKesson Corp 4.7M €0.73 %
40Tapestry Inc 4.6M €0.72 %
41Comcast Corp 4.5M €0.70 %
42CME Group Inc 4.4M €0.69 %
43TE Connectivity PLC 4.4M €0.69 %
44Expedia Group Inc 4.3M €0.68 %
45Robinhood Markets Inc 4.2M €0.65 %
46Hartford Insurance Group Inc/The 4.1M €0.64 %
47Synchrony Financial 4M €0.63 %
48Cigna Group/The 4M €0.63 %
49United Parcel Service Inc 4M €0.63 %
50Emerson Electric Co. 3.9M €0.61 %
51Fair Isaac Corp 3.9M €0.61 %
52HCA Healthcare Inc 3.9M €0.61 %
53Kinder Morgan, Inc. 3.9M €0.60 %
54eBay Inc 3.8M €0.60 %
55Truist Financial Corp 3.8M €0.60 %
56Travelers Cos Inc/The 3.7M €0.58 %
57Williams Cos Inc/The 3.7M €0.58 %
58AutoZone Inc 3.7M €0.57 %
59Autodesk Inc 3.5M €0.55 %
60Electronic Arts Inc 3.5M €0.55 %
61Valero Energy Corp 3.5M €0.55 %
62Fortinet Inc 3.5M €0.54 %
63Allstate Corp/The 3.4M €0.54 %
64State Street Corp 3.4M €0.53 %
65Marathon Petroleum Corp 3.4M €0.53 %
66FedEx Corp 3.4M €0.52 %
67Omnicom Group Inc 3.3M €0.52 %
68American International Group Inc 3.3M €0.52 %
69IDEXX Laboratories Inc 3.3M €0.52 %
70Cardinal Health, Inc. 3.3M €0.51 %
71Colgate-Palmolive Co 3.3M €0.51 %
72Kroger Co/The 3.2M €0.50 %
73Corteva Inc 3.1M €0.49 %
74PayPal Holdings Inc 3.1M €0.49 %
75Target Corp 3.1M €0.49 %
76Baker Hughes Co 3M €0.48 %
77Rockwell Automation Inc 3M €0.47 %
78Ulta Beauty Inc 3M €0.47 %
79Cognizant Technology Solutions Corp. 3M €0.46 %
80Keysight Technologies Inc 2.9M €0.46 %
81Dollar General Corp 2.9M €0.45 %
82Ralph Lauren Corp 2.9M €0.45 %
83Ameriprise Financial Inc 2.9M €0.45 %
84Crown Castle Inc 2.8M €0.44 %
85Jabil Inc 2.8M €0.44 %
86Fox Corp 2.8M €0.44 %
87Workday Inc 2.8M €0.44 %
88Citizens Financial Group Inc 2.8M €0.43 %
89Northern Trust Corp 2.8M €0.43 %
90Sysco Corp 2.8M €0.43 %
91Loews Corp 2.7M €0.42 %
92Fidelity National Information Services Inc 2.7M €0.42 %
93Estee Lauder Cos Inc/The 2.7M €0.42 %
94M&T Bank Corp 2.6M €0.41 %
95ResMed Inc 2.6M €0.41 %
96Biogen Inc 2.6M €0.40 %
97Halliburton Co 2.5M €0.40 %
98VICI Properties Inc 2.5M €0.40 %
99Mettler-Toledo International Inc 2.5M €0.39 %
100Dollar Tree Inc 2.5M €0.39 %