Titelia

Holdings of FOMENTO DE AHORROS E INVERSIONES, SICAV, S.A.

GESALCALA, S.A., S.G.I.I.C. ·82 declared positions · as of Dec 31, 2025

Original filing · Net assets 663.5M € · Ten largest lines: 48.7 % of the equity sleeve

Sector breakdown

  • Financials 16.0 %
  • Technology 15.5 %
  • Industrials 14.6 %
  • Consumer staples 6.5 %
  • Health care 4.6 %
  • Communication 4.5 %
  • Consumer discretionary 2.9 %
  • Materials 1.6 %
  • Energy 0.9 %
  • Utilities 0.3 %
  • Unattributed 32.7 %

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 27.7 %
  • FR 14.9 %
  • GB 12.3 %
  • DE 12.2 %
  • XS 10.5 %
  • NL 6.4 %
  • PT 4.2 %
  • ES 3.5 %
  • IE 2.8 %
  • CH 1.4 %
  • IT 1.3 %
  • TW 0.8 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US3320.1M €27.68 %
2FR1310.8M €14.88 %
3GB88.9M €12.27 %
4DE118.9M €12.24 %
5XS17.7M €10.54 %
6NL14.6M €6.36 %
7PT13M €4.18 %
8ES22.5M €3.47 %
9IE22M €2.82 %
10CH21M €1.42 %
11IT2968.4K €1.33 %
12TW1596.6K €0.82 %

Positions

RankCompanySharesValueWeight
1INVESCO PHYSICAL GOLD EUR HEDGE 7.7M €1.15 %
2ASML Holding NV 4.6M €0.70 %
3AXA SA 4M €0.60 %
4Schneider Electric SE 3.7M €0.56 %
5Coca-Cola Europacific Partners PLC 3.3M €0.49 %
6adidas AG 3M €0.46 %
7Jeronimo Martins SGPS SA 3M €0.46 %
8Diageo PLC 2.6M €0.39 %
9Indra Sistemas SA 1.7M €0.26 %
10JPMorgan Chase & Co 1.7M €0.26 %
11Ishares Physical Metals PLC 1.6M €0.24 %
12BAE Systems PLC 1.6M €0.24 %
13NVIDIA Corp 1.5M €0.23 %
14Alphabet Inc 1.5M €0.23 %
15Xtrackers ETC PLC 1.5M €0.22 %
16Walmart Inc 1.4M €0.22 %
17Rheinmetall AG 1.4M €0.21 %
18Caterpillar Inc 1.3M €0.19 %
19General Electric Co 1.2M €0.17 %
20Apple Inc 1.1M €0.17 %
21Microsoft Corp 937.1K €0.14 %
22Visa Inc 905.2K €0.14 %
23Allianz SE 901.7K €0.14 %
24Bank of America Corp 838.9K €0.13 %
25LVMH Moet Hennessy Louis Vuitton SE 826.2K €0.12 %
26Banco Santander SA 771.5K €0.12 %
27Amazon.com Inc 768.6K €0.12 %
28Intesa Sanpaolo SpA 748.1K €0.11 %
29Nestle SA 694.6K €0.10 %
30HSBC Holdings PLC 686.6K €0.10 %
31Meta Platforms Inc 627.5K €0.09 %
32Broadcom Inc 624.1K €0.09 %
33Taiwan Semiconductor Manufacturing Co Ltd 596.6K €0.09 %
34AbbVie Inc 591.9K €0.09 %
35Amgen Inc 567.4K €0.09 %
36Eli Lilly & Co 548.7K €0.08 %
37Fresenius SE & Co. KGaA 532.4K €0.08 %
38Salesforce Inc 510.2K €0.08 %
39SAP SE 462.1K €0.07 %
40INVESCO PHY GOLD 458.2K €0.07 %
41Novo Nordisk A/S 458.2K €0.07 %
42Vinci SA 454.7K €0.07 %
43Chevron Corp 399.6K €0.06 %
44CRH PLC 393.6K €0.06 %
45Goldman Sachs Group Inc/The 381.5K €0.06 %
46RWE AG 344.2K €0.05 %
47T-Mobile US Inc 343.8K €0.05 %
48Roche Holding AG 340.2K €0.05 %
49Samsung Electronics Co Ltd 305.9K €0.05 %
50RTX Corp 284.4K €0.04 %
51Shell PLC 281.4K €0.04 %
52Tencent Holdings Ltd 254.5K €0.04 %
53E.ON SE 252.6K €0.04 %
54Blackstone Inc 244.2K €0.04 %
55NetEase Inc 238.3K €0.04 %
56EssilorLuxottica SA 237.5K €0.04 %
57Prysmian SpA 220.3K €0.03 %
58Orange SA 217.5K €0.03 %
59Air Liquide SA 216.2K €0.03 %
60Boston Scientific Corp 214.9K €0.03 %
61Airbus SE 213.3K €0.03 %
62Safran SA 207K €0.03 %
63Air Liquide SA 206.1K €0.03 %
64TotalEnergies SE 206.1K €0.03 %
65BNP Paribas SA 193K €0.03 %
66Informa PLC 192.7K €0.03 %
67Compass Group PLC 190.2K €0.03 %
68BYD Co Ltd 181.9K €0.03 %
69Mercedes-Benz Group AG 169.2K €0.03 %
70International Business Machines Corp. 168.1K €0.03 %
71Bayerische Motoren Werke AG 162.2K €0.02 %
72Siemens AG 162.1K €0.02 %
73Progressive Corp/The 159.3K €0.02 %
74Danaher Corp 141.6K €0.02 %
75ConocoPhillips 135.7K €0.02 %
76AstraZeneca PLC 134K €0.02 %
77Cisco Systems, Inc. 129.8K €0.02 %
78Abbott Laboratories 124.4K €0.02 %
79Hermes International SCA 123.1K €0.02 %
80Honeywell International Inc 114.4K €0.02 %
81S&P Global Inc 106.3K €0.02 %
82Netflix Inc 105.3K €0.02 %