Titelia

Holdings of IBERCAJA FINANCIERO, FI

IBERCAJA GESTION, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
22.4M € including 20.4M € in equities, 91.2 %
Positions
55 in 14 countries
Top ten
39.8 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1JPMorgan Chase & Co 1.6M €7.10 %
2Bank of America Corp 1M €4.60 %
3Visa Inc 985.3K €4.40 %
4Berkshire Hathaway Inc 984.2K €4.39 %
5Mastercard Inc 972K €4.34 %
6Wells Fargo & Co 737.9K €3.29 %
7Citigroup Inc 725.2K €3.24 %
8Morgan Stanley 649.9K €2.90 %
9Goldman Sachs Group Inc/The 636.1K €2.84 %
10S&P Global Inc 600.6K €2.68 %
11ING Groep NV 600.3K €2.68 %
12HSBC Holdings PLC 511.1K €2.28 %
13Moody's Corp 500.2K €2.23 %
14American Express Co 472.4K €2.11 %
15Charles Schwab Corp/The 425.3K €1.90 %
16Societe Generale SA 412.3K €1.84 %
17London Stock Exchange Group PLC 410.3K €1.83 %
18Allianz SE 390.5K €1.74 %
19AXA SA 385K €1.72 %
20Barclays PLC 381.8K €1.70 %
21Royal Bank of Canada 377.4K €1.68 %
22Banco Santander SA 362.5K €1.62 %
23BNP Paribas SA 347.4K €1.55 %
24Lloyds Banking Group PLC 337.7K €1.51 %
25Blackrock Inc 337.2K €1.50 %
26KBC Group NV 333.8K €1.49 %
27Intesa Sanpaolo SpA 325.7K €1.45 %
28Nordea Bank Abp 305.3K €1.36 %
29Mitsubishi UFJ Financial Group Inc 284.9K €1.27 %
30UBS Group AG 265.9K €1.19 %
31Zurich Insurance Group AG 258.5K €1.15 %
32Chubb Ltd 239.2K €1.07 %
33Deutsche Boerse AG 234.9K €1.05 %
34Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 224.9K €1.00 %
35Intercontinental Exchange Inc 206.8K €0.92 %
36Banco Bilbao Vizcaya Argentaria SA 200.5K €0.89 %
37Progressive Corp/The 193.9K €0.87 %
38Sumitomo Mitsui Financial Group Inc 192K €0.86 %
39UniCredit SpA 170.2K €0.76 %
40CME Group Inc 151.1K €0.67 %
41Generali 150.2K €0.67 %
42AIB Group PLC 147.2K €0.66 %
43Mizuho Financial Group Inc 139.6K €0.62 %
44Aegon Ltd 132.8K €0.59 %
45Standard Chartered PLC 130.5K €0.58 %
46Marsh & McLennan Cos Inc 126.4K €0.56 %
47US Bancorp 122.7K €0.55 %
48NatWest Group PLC 119.5K €0.53 %
49Blackstone Inc 111.5K €0.50 %
50Amundi SA 105.9K €0.47 %
51Tokio Marine Holdings Inc 104.5K €0.47 %
52ALLIANCEBERNSTEIN HOLDING LP 98.3K €0.44 %
53Fidelity National Information Services Inc 96.2K €0.43 %
54Fiserv Inc 57.2K €0.26 %
55CVC Capital Partners PLC 50.1K €0.22 %

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Sector breakdown

  • Financials 93.1 %
  • Technology 0.5 %
  • Unattributed 6.5 %

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 58.9 %
  • United Kingdom 9.2 %
  • France 6.1 %
  • Germany 4.2 %
  • Netherlands 3.6 %
  • Japan 3.5 %
  • Italy 3.2 %
  • Spain 2.8 %
  • Switzerland 2.6 %
  • Canada 1.8 %
  • Belgium 1.6 %
  • Finland 1.5 %
  • Other countries 1.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2412.1M €58.95 %
2United Kingdom61.9M €9.25 %
3France41.3M €6.12 %
4Germany3850.3K €4.16 %
5Netherlands2733.1K €3.59 %
6Japan4720.9K €3.53 %
7Italy3646K €3.16 %
8Spain2563K €2.75 %
9Switzerland2524.3K €2.56 %
10Canada1377.4K €1.85 %
11Belgium1333.8K €1.63 %
12Finland1305.3K €1.49 %
Cite this page

Titelia. "Holdings of IBERCAJA FINANCIERO, FI". https://titelia.com/en/funds/ESFI2075-0