Titelia

Holdings of NIEVA DE INVERSIONES MOBILIARIAS SICAV SA

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·118 declared positions · as of Dec 31, 2025

Original filing · Net assets 145.9M € · Ten largest lines: 36.6 % of the equity sleeve

Sector breakdown

  • Technology 16.4 %
  • Financials 15.6 %
  • Consumer discretionary 10.5 %
  • Communication 10.3 %
  • Utilities 4.3 %
  • Industrials 3.9 %
  • Materials 3.7 %
  • Energy 3.4 %
  • Health care 1.3 %
  • Consumer staples 1.0 %
  • Unattributed 29.6 %

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 34.1 %
  • ES 29.4 %
  • FR 10.9 %
  • DE 7.6 %
  • GB 5.3 %
  • NL 4.4 %
  • IE 3.0 %
  • IT 1.6 %
  • CH 1.1 %
  • TW 0.9 %
  • JP 0.5 %
  • PT 0.4 %
  • Other countries 0.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3625.9M €34.14 %
ES2622.3M €29.43 %
FR158.2M €10.87 %
DE85.8M €7.60 %
GB84M €5.31 %
NL63.4M €4.45 %
IE32.3M €3.01 %
IT21.2M €1.60 %
CH4800.4K €1.05 %
TW1646.8K €0.85 %
JP4413.5K €0.55 %
PT1313.2K €0.41 %

Positions

CompanySharesValueWeight
Alphabet Inc 4M €2.75 %
Banco Santander SA 3.6M €2.44 %
Microsoft Corp 3.3M €2.27 %
NVIDIA Corp 2.8M €1.95 %
Allianz SE 2.7M €1.86 %
Amazon.com Inc 2.7M €1.84 %
Iberdrola SA 2.6M €1.80 %
International Consolidated Airlines Group SA 2.1M €1.46 %
Ishares Physical Metals PLC 2M €1.38 %
Meta Platforms Inc 1.9M €1.29 %
ACS Actividades de Construccion y Servicios SA 1.8M €1.26 %
Ferrovial SE 1.7M €1.19 %
Industria de Diseno Textil SA 1.7M €1.18 %
AXON PARTNERS GROUP SA 1.7M €1.15 %
Repsol SA 1.6M €1.12 %
Indra Sistemas SA 1.6M €1.09 %
Airbus SE 1.5M €1.01 %
Apple Inc 1.4M €0.98 %
Alibaba Group Holding Ltd 1.4M €0.95 %
TotalEnergies SE 1.2M €0.85 %
Banco Bilbao Vizcaya Argentaria SA 1.2M €0.82 %
Shell PLC 1.1M €0.75 %
AXA SA 1.1M €0.73 %
ASML Holding NV 1M €0.71 %
LVMH Moet Hennessy Louis Vuitton SE 912K €0.63 %
Air Liquide SA 864.4K €0.59 %
CaixaBank SA 835.6K €0.57 %
Broadcom Inc 771.7K €0.53 %
Thales SA 758.3K €0.52 %
Amper SA 736.9K €0.51 %
PANGAEA ONCOLOGY SA 736.2K €0.50 %
Amadeus IT Group SA 733.9K €0.50 %
Deutsche Telekom AG 732.3K €0.50 %
Infineon Technologies AG 695.2K €0.48 %
Taiwan Semiconductor Manufacturing Co Ltd 646.8K €0.44 %
UniCredit SpA 616.4K €0.42 %
Enel SpA 600.4K €0.41 %
Newmont Corp 595.1K €0.41 %
Salesforce Inc 586.4K €0.40 %
CRH PLC 584.9K €0.40 %
Berkshire Hathaway Inc 553.3K €0.38 %
Alphabet Inc 533K €0.37 %
Prosus NV 524.1K €0.36 %
Linde PLC 509.3K €0.35 %
Sacyr SA 507.7K €0.35 %
SAP SE 504.2K €0.35 %
Mercedes-Benz Group AG 500.4K €0.34 %
Uber Technologies Inc 475.2K €0.33 %
Palo Alto Networks Inc 470.5K €0.32 %
Renault SA 449.6K €0.31 %
SQUIRREL MEDIA 415.8K €0.29 %
Izertis SA 410.7K €0.28 %
Royal Caribbean Cruises Ltd 380K €0.26 %
Roche Holding AG 352.4K €0.24 %
Cellnex Telecom SA 337.9K €0.23 %
Societe Generale SA 336.7K €0.23 %
Baidu Inc 333.7K €0.23 %
Accor SA 330.8K €0.23 %
BNP Paribas SA 323.2K €0.22 %
EDP SA 313.2K €0.21 %
Endesa SA 306.3K €0.21 %
Visa Inc 301K €0.21 %
Siemens AG 298.9K €0.20 %
Glencore PLC 279.6K €0.19 %
Rolls-Royce Holdings PLC 263.6K €0.18 %
Nestle SA 253.7K €0.17 %
Acerinox SA 253.2K €0.17 %
Alstom SA 251.7K €0.17 %
Exxon Mobil Corp 251K €0.17 %
JD.COM INC 244.4K €0.17 %
Ishares Physical Metals PLC 238.1K €0.16 %
ArcelorMittal SA 234.5K €0.16 %
Deutsche Post AG 233.7K €0.16 %
JPMorgan Chase & Co 231.8K €0.16 %
Puig Brands SA 223.1K €0.15 %
eBay Inc 222.5K €0.15 %
NIKE Inc 222.4K €0.15 %
Grifols SA 214K €0.15 %
Procter & Gamble Co/The 190.5K €0.13 %
Diageo PLC 183.8K €0.13 %
Publicis Groupe SA 159.5K €0.11 %
Alcon AG 157.8K €0.11 %
Oryzon Genomics SA 155.5K €0.11 %
Redeia Corp SA 151.7K €0.10 %
Booking Holdings Inc 150.5K €0.10 %
Nippon Building Fund Inc 139.9K €0.10 %
Johnson & Johnson 138.3K €0.09 %
Walt Disney Co/The 135.6K €0.09 %
Home Depot Inc/The 132.4K €0.09 %
Enagas SA 131.5K €0.09 %
MercadoLibre Inc 125.2K €0.09 %
Naturgy Energy Group SA 121.8K €0.08 %
Adobe Inc 119.2K €0.08 %
ITOCHU Corp 107.4K €0.07 %
Melia Hotels International SA 99.4K €0.07 %
HOLALUZ-CLIDOM SA 92K €0.06 %
Dr. Ing. h.c. F. Porsche Aktiengesellschaft 89.1K €0.06 %
Sumitomo Corp 88.3K €0.06 %
Eli Lilly & Co 78.7K €0.05 %
Mitsubishi Corp 78K €0.05 %