Titelia

Holdings of UNIFOND RENTA VARIABLE EUROPA SELECCIÓN, FI

UNICAJA ASSET MANAGEMENT, S.G.I.I.C., S.A. · Original filing · Compare with another fund · Report an error

Net assets
23.2M € including 21.4M € in equities, 92.4 %
Positions
52 in 13 countries
Top ten
36.2 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Koninklijke Heijmans N.V 1.2M €5.25 %
2Rheinmetall AG 1.1M €4.72 %
3ASML Holding NV 1.1M €4.67 %
4BAWAG Group AG 967.5K €4.18 %
5Zegona Communications plc 811.3K €3.50 %
6ATALAYA MINING COPPER SA 804.3K €3.47 %
7Banco Bilbao Vizcaya Argentaria SA 701.8K €3.03 %
8Leonardo SpA 589.9K €2.55 %
9UniCredit SpA 560.3K €2.42 %
10Genmab A/S 556.3K €2.40 %
11BPER Banca SPA 545.2K €2.35 %
12Maire SpA 522K €2.25 %
13Webuild SpA 513.3K €2.22 %
14Ayvens SA 503.4K €2.17 %
15Mersen SA 477K €2.06 %
16Safran SA 466.9K €2.02 %
17ArcelorMittal SA 456.4K €1.97 %
18Odfjell Drilling Ltd 443.4K €1.91 %
19Eiffage SA 428.4K €1.85 %
20E.ON SE 424.9K €1.83 %
21Morgan Sindall Group PLC 400.1K €1.73 %
22Babcock International Group PLC 389.3K €1.68 %
23Elecnor SA 379K €1.64 %
24Banco Santander SA 352.5K €1.52 %
25Laboratorios Farmaceuticos Rovi SA 336.6K €1.45 %
26AXA SA 335.9K €1.45 %
27Tecnicas Reunidas SA 331.7K €1.43 %
28Enel SpA 328.4K €1.42 %
29Bilfinger SE 322.2K €1.39 %
30AIB Group PLC 322K €1.39 %
31Arcadis NV 317.2K €1.37 %
32Sopra Steria Group 313.1K €1.35 %
33Ambea AB 293.9K €1.27 %
34Balfour Beatty PLC 285.5K €1.23 %
35Dassault Aviation SA 280.6K €1.21 %
36SAP SE 270.9K €1.17 %
37Sanofi SA 256.4K €1.11 %
38Imperial Brands PLC 245.1K €1.06 %
39Prosus NV 242.6K €1.05 %
40Smiths Group PLC 240.8K €1.04 %
41Gaztransport Et Technigaz SA 234.9K €1.01 %
42Rubis SCA 219.6K €0.95 %
43Raute Oyj 211.4K €0.91 %
44Informa PLC 202.8K €0.88 %
45Ottobock SE & Co KGaA 176.2K €0.76 %
46IG Group Holdings PLC 171.2K €0.74 %
47ANDRITZ AG 160.2K €0.69 %
48Saipem SpA 157.6K €0.68 %
49Vallourec SACA 141.2K €0.61 %
50QIAGEN NV 124.3K €0.54 %
51HBX Group International PLC 106.1K €0.46 %
52IPSOS SA 101.1K €0.44 %

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Sector breakdown

  • Financials 9.1 %
  • Industrials 7.3 %
  • Technology 6.3 %
  • Utilities 3.5 %
  • Health care 1.2 %
  • Consumer staples 1.1 %
  • Communication 1.1 %
  • Unattributed 70.3 %

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

  • France 17.6 %
  • United Kingdom 16.6 %
  • Italy 15.0 %
  • Netherlands 13.9 %
  • Germany 10.7 %
  • Spain 10.3 %
  • Austria 5.3 %
  • Denmark 2.6 %
  • Luxembourg 2.1 %
  • Bermuda 2.1 %
  • Ireland 1.5 %
  • Sweden 1.4 %
  • Other countries 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1France123.8M €17.55 %
2United Kingdom93.6M €16.58 %
3Italy73.2M €15.02 %
4Netherlands53M €13.92 %
5Germany52.3M €10.68 %
6Spain62.2M €10.31 %
7Austria21.1M €5.27 %
8Denmark1556.3K €2.60 %
9Luxembourg1456.4K €2.13 %
10Bermuda1443.4K €2.07 %
11Ireland1322K €1.50 %
12Sweden1293.9K €1.37 %
Cite this page

Titelia. "Holdings of UNIFOND RENTA VARIABLE EUROPA SELECCIÓN, FI". https://titelia.com/en/funds/ESFI1234-0