Titelia

Holdings of AURUM RENTA VARIABLE, FI

SANTANDER ASSET MANAGEMENT, S.A., SGIIC ·32 declared positions · as of Dec 31, 2025

Original filing · Net assets 13M € · Ten largest lines: 52.3 % of the equity sleeve

Sector breakdown

  • Technology 43.0 %
  • Consumer discretionary 14.9 %
  • Financials 14.3 %
  • Communication 8.9 %
  • Health care 5.2 %
  • Industrials 4.9 %
  • Unattributed 8.9 %

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 60.0 %
  • TW 10.9 %
  • DE 9.9 %
  • JP 5.9 %
  • NL 4.2 %
  • KR 3.8 %
  • CN 2.5 %
  • FR 1.9 %
  • GB 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US187.1M €60.04 %
2TW21.3M €10.89 %
3DE51.2M €9.90 %
4JP2702.1K €5.92 %
5NL1497.6K €4.20 %
6KR1448.5K €3.78 %
7CN1290.8K €2.45 %
8FR1225.9K €1.90 %
9GB1108.1K €0.91 %

Positions

RankCompanySharesValueWeight
1Alphabet Inc 1.1M €8.14 %
2Taiwan Semiconductor Manufacturing Co Ltd 856.4K €6.58 %
3NVIDIA Corp 709K €5.45 %
4Broadcom Inc 674.5K €5.18 %
5Berkshire Hathaway Inc 627K €4.82 %
6ASML Holding NV 497.6K €3.82 %
7Tesla Inc 480.5K €3.69 %
8Samsung Electronics Co Ltd 448.5K €3.45 %
9Hon Hai Precision Industry Co Ltd 434.5K €3.34 %
10Microsoft Corp 411.8K €3.16 %
11Eli Lilly & Co 393.4K €3.02 %
12Alibaba Group Holding Ltd 374.4K €2.88 %
13American Express Co 362.2K €2.78 %
14Advanced Micro Devices Inc 360.1K €2.77 %
15Sumitomo Corp 351.1K €2.70 %
16Mitsubishi Corp 351K €2.70 %
17Amazon.com Inc 318.4K €2.45 %
18NU Holdings Ltd/Cayman Islands 306.4K €2.35 %
19Infineon Technologies AG 305.6K €2.35 %
20Booking Holdings Inc 300.9K €2.31 %
21BYD Co Ltd 290.8K €2.23 %
22SAP SE 266.7K €2.05 %
23Rheinmetall AG 234.2K €1.80 %
24Dassault Aviation SA 225.9K €1.74 %
25Vertex Pharmaceuticals Inc 218.1K €1.68 %
26Hensoldt AG 193.8K €1.49 %
27RENK Group AG 174K €1.34 %
28Visa Inc 161.2K €1.24 %
29Mastercard Inc 143.9K €1.11 %
30Fortinet Inc 129.3K €0.99 %
31ARM Holdings PLC 108.1K €0.83 %
32JPMorgan Chase & Co 89.2K €0.68 %