Titelia

Holdings of VALERIA VICTRIX INVERSIONES, SICAV, S.A.

AMUNDI IBERIA, SGIIC, S.A. ·89 declared positions · as of Dec 31, 2025

Original filing · Net assets 19.9M € · Ten largest lines: 24.6 % of the equity sleeve

Sector breakdown

  • Financials 24.4 %
  • Health care 15.3 %
  • Technology 11.7 %
  • Consumer discretionary 9.8 %
  • Industrials 6.8 %
  • Communication 4.4 %
  • Energy 3.7 %
  • Materials 2.9 %
  • Consumer staples 2.9 %
  • Unattributed 18.2 %

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 52.1 %
  • ES 8.5 %
  • GB 8.2 %
  • FR 7.6 %
  • IT 7.5 %
  • DE 5.0 %
  • CA 3.7 %
  • CH 3.4 %
  • NL 1.7 %
  • DK 1.2 %
  • IL 0.7 %
  • CL 0.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US484.7M €52.06 %
2ES5766.7K €8.52 %
3GB7733.5K €8.15 %
4FR8681.8K €7.58 %
5IT5676.2K €7.52 %
6DE4449.4K €4.99 %
7CA2333.1K €3.70 %
8CH4301.8K €3.35 %
9NL2148.7K €1.65 %
10DK2106.7K €1.19 %
11IL162.6K €0.70 %
12CL152.8K €0.59 %

Positions

RankCompanySharesValueWeight
1Heidelberg Materials AG 295K €1.49 %
2Kinross Gold Corp 267.4K €1.35 %
3Banco Santander SA 252.2K €1.27 %
4Intesa Sanpaolo SpA 250.5K €1.26 %
5Microsoft Corp 219.5K €1.11 %
6Nasdaq Inc 214.5K €1.08 %
7Barclays PLC 203.3K €1.02 %
8Alphabet Inc 187.3K €0.94 %
9Technip Energies NV 161.5K €0.81 %
10JPMorgan Chase & Co 160.8K €0.81 %
11ACS Actividades de Construccion y Servicios SA 160.2K €0.81 %
12Endesa SA 158.7K €0.80 %
13Safran SA 157.3K €0.79 %
14Cencora Inc 155.3K €0.78 %
15Citigroup Inc 153.7K €0.77 %
16eBay Inc 152.4K €0.77 %
17Expedia Group Inc 150.3K €0.76 %
18Coca-Cola HBC AG 141.9K €0.71 %
19Buzzi SpA 137.7K €0.69 %
20AbbVie Inc 134K €0.68 %
21Walmart Inc 130.9K €0.66 %
22Interactive Brokers Group Inc 129.7K €0.65 %
23International Business Machines Corp. 129.6K €0.65 %
24Generali 124.3K €0.63 %
25Cboe Global Markets Inc 122.5K €0.62 %
26Eni SpA 122.1K €0.61 %
27Quest Diagnostics Inc 121.4K €0.61 %
28TJX Cos Inc/The 120.2K €0.61 %
29Invesco Ltd 117.1K €0.59 %
30Acciona SA 114.5K €0.58 %
31State Street Corp 114.2K €0.58 %
32Travelers Cos Inc/The 111.1K €0.56 %
33Anglo American PLC 111.1K €0.56 %
34Targa Resources Corp 109.5K €0.55 %
35Meta Platforms Inc 108.5K €0.55 %
36ASML Holding NV 107.8K €0.54 %
37Blackrock Inc 104.8K €0.53 %
38Novartis AG 101.1K €0.51 %
39Amazon.com Inc 101K €0.51 %
40Broadcom Inc 99K €0.50 %
41Halliburton Co 97.8K €0.49 %
42Synchrony Financial 97.6K €0.49 %
43Siemens AG 91.4K €0.46 %
44Newmont Corp 91.3K €0.46 %
45Cie Financiere Richemont SA 91.2K €0.46 %
46Hermes International SCA 89.1K €0.45 %
47Republic Services Inc 84.1K €0.42 %
48Tesco PLC 83.7K €0.42 %
49EssilorLuxottica SA 83.1K €0.42 %
50Industria de Diseno Textil SA 81K €0.41 %
51American Express Co 80K €0.40 %
52Salesforce Inc 76.2K €0.38 %
53Eli Lilly & Co 74.1K €0.37 %
54Mastercard Inc 71.9K €0.36 %
55Roche Holding AG 67.7K €0.34 %
56Merck & Co Inc 67.5K €0.34 %
57AstraZeneca PLC 67.1K €0.34 %
58Constellation Software Inc/Canada 65.7K €0.33 %
59Robinhood Markets Inc 64.7K €0.33 %
60NatWest Group PLC 64.1K €0.32 %
61Gaztransport Et Technigaz SA 63.7K €0.32 %
62Hewlett Packard Enterprise Co 62.8K €0.32 %
63Check Point Software Technologies Ltd 62.6K €0.32 %
64Rio Tinto PLC 62.3K €0.31 %
65United Rentals Inc 61.3K €0.31 %
66Abbott Laboratories 61.1K €0.31 %
67L'Oreal SA 60.9K €0.31 %
68AP Moller - Maersk A/S 56.8K €0.29 %
69Netflix Inc 55.9K €0.28 %
70Carnival Corp 55.3K €0.28 %
71Centene Corp 53.3K €0.27 %
72Sociedad Quimica y Minera de Chile SA 52.8K €0.27 %
73Pfizer Inc 52.7K €0.27 %
74CVS Health Corp 51.4K €0.26 %
75Carlsberg AS 49.9K €0.25 %
76Howmet Aerospace Inc 49.7K €0.25 %
77Palo Alto Networks Inc 47K €0.24 %
78Siemens Energy AG 45.5K €0.23 %
79ABB Ltd 41.8K €0.21 %
80Leonardo SpA 41.6K €0.21 %
81Booking Holdings Inc 41K €0.21 %
82Prosus NV 40.9K €0.21 %
83Schneider Electric SE 38.8K €0.20 %
84Intuitive Surgical Inc 38.6K €0.19 %
85Curtiss-Wright Corp 38.5K €0.19 %
86UnitedHealth Group Inc 33.4K €0.17 %
87Nextpower Inc 30.3K €0.15 %
88Publicis Groupe SA 27.4K €0.14 %
89SAP SE 17.5K €0.09 %