Titelia

Holdings of BBVA MEGATENDENCIA DEMOGRAFIA, FI

BBVA ASSET MANAGEMENT, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
15.1M € including 14.7M € in equities, 97.0 %
Positions
79 in 19 countries
Top ten
25.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Technogym SpA 469K €3.10 %
2Eli Lilly & Co 451K €2.98 %
3Booking Holdings Inc 415K €2.74 %
4Amazon.com Inc 403K €2.66 %
5Alphabet Inc 396K €2.62 %
6Netflix Inc 389K €2.57 %
7Samsung Electronics Co Ltd 375K €2.48 %
8Danone SA 332K €2.20 %
9Ipsen SA 329K €2.18 %
10Scout24 SE 316K €2.09 %
11Schneider Electric SE 315K €2.08 %
12Prosus NV 309K €2.04 %
13Alibaba Group Holding Ltd 290K €1.92 %
14Heidelberg Materials AG 283K €1.87 %
15Universal Music Group NV 278K €1.84 %
16RECKITT BENCKISER GROUP PLC 270K €1.79 %
17Alcon AG 269K €1.78 %
18Spotify Technology SA 265K €1.75 %
19Caterpillar Inc 259K €1.71 %
20Knorr-Bremse AG 246K €1.63 %
21Meta Platforms Inc 246K €1.63 %
22Nintendo Co Ltd 242K €1.60 %
23Helios Towers PLC 228K €1.51 %
24Hologic Inc 227K €1.50 %
25Shopify Inc 222K €1.47 %
26Novonesis Novozymes B 219K €1.45 %
27Compass Group PLC 218K €1.44 %
28Beiersdorf AG 209K €1.38 %
29Anheuser-Busch InBev SA/NV 206K €1.36 %
30MercadoLibre Inc 206K €1.36 %
31GSK PLC 201K €1.33 %
32Takeda Pharmaceutical Co Ltd 197K €1.30 %
33Fresenius SE & Co. KGaA 196K €1.30 %
34Roche Holding AG 190K €1.26 %
35Thermo Fisher Scientific Inc 183K €1.21 %
36Brookfield Infrastructure Corp 182K €1.20 %
37Novartis AG 179K €1.18 %
38Sprouts Farmers Market Inc 175K €1.16 %
39Analog Devices Inc 174K €1.15 %
40Kingspan Group PLC 173K €1.14 %
41Bakkafrost P/F 170K €1.12 %
42Glanbia PLC 165K €1.09 %
43LVMH Moet Hennessy Louis Vuitton SE 162K €1.07 %
44Unilever PLC 162K €1.07 %
45IDEXX Laboratories Inc 160K €1.06 %
46Chemed Corp 145K €0.96 %
47Domino's Pizza Inc 141K €0.93 %
48Legrand SA 136K €0.90 %
49Walt Disney Co/The 136K €0.90 %
50Cie Financiere Richemont SA 134K €0.89 %
51Veolia Environnement SA 127K €0.84 %
52Abbott Laboratories 127K €0.84 %
53Merck & Co Inc 123K €0.81 %
54DSM-Firmenich AG 122K €0.81 %
55Rightmove PLC 122K €0.81 %
56BYD Co Ltd 120K €0.79 %
57Rentokil Initial PLC 118K €0.78 %
58International Flavors & Fragrances Inc 115K €0.76 %
59Centene Corp 114K €0.75 %
60Novo Nordisk A/S 107K €0.71 %
61JD.COM INC 106K €0.70 %
62Pernod Ricard SA 103K €0.68 %
63Puig Brands SA 102K €0.67 %
64Zoetis Inc 101K €0.67 %
65Humana Inc 89K €0.59 %
66Vitrolife AB 71K €0.47 %
67Symrise AG 70K €0.46 %
68Diageo PLC 69K €0.46 %
69Sika AG 63K €0.42 %
70NIKE Inc 63K €0.42 %
71Mercari Inc 62K €0.41 %
72Masimo Corp 59K €0.39 %
73Zalando SE 57K €0.38 %
74Progyny Inc 56K €0.37 %
75JUST EAT TAKEAWAYCOM NV 50K €0.33 %
76Dexcom Inc 48K €0.32 %
77M3, Inc. 32K €0.21 %
78CVC Capital Partners PLC 17K €0.11 %
79Magnum Ice Cream Co NV/The 9K €0.06 %

Download this table: CSV, JSON

Sector breakdown

  • Health care 14.7 %
  • Consumer discretionary 13.7 %
  • Communication 13.5 %
  • Technology 5.3 %
  • Consumer staples 5.2 %
  • Industrials 4.8 %
  • Materials 2.7 %
  • Unattributed 40.0 %

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

  • United States 37.9 %
  • France 10.3 %
  • United Kingdom 9.5 %
  • Germany 9.4 %
  • Switzerland 6.5 %
  • Netherlands 4.4 %
  • Japan 3.6 %
  • Italy 3.2 %
  • Canada 2.8 %
  • South Korea 2.6 %
  • Ireland 2.3 %
  • Denmark 2.2 %
  • Other countries 5.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States285.6M €37.89 %
2France71.5M €10.26 %
3United Kingdom81.4M €9.46 %
4Germany71.4M €9.39 %
5Switzerland6957K €6.53 %
6Netherlands4646K €4.41 %
7Japan4533K €3.63 %
8Italy1469K €3.20 %
9Canada2404K €2.75 %
10South Korea1375K €2.56 %
11Ireland2338K €2.30 %
12Denmark2326K €2.22 %
Cite this page

Titelia. "Holdings of BBVA MEGATENDENCIA DEMOGRAFIA, FI". https://titelia.com/en/funds/ESFI1423-0