Titelia

Holdings of TREA RENTA FIJA MIXTA, FI

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

Net assets
29.3M € including 8.2M € in equities, 27.9 %
Positions
92 in 13 countries
Top ten
8.3 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 414.1K €1.41 %
2Microsoft Corp 365.9K €1.25 %
3Alphabet Inc 349.7K €1.19 %
4Amazon.com Inc 236.1K €0.81 %
5Thermo Fisher Scientific Inc 210.6K €0.72 %
6Apple Inc 192.5K €0.66 %
7Novo Nordisk A/S 182.1K €0.62 %
8Meta Platforms Inc 161.8K €0.55 %
9McKesson Corp 157.8K €0.54 %
10Marsh & McLennan Cos Inc 152.5K €0.52 %
11DSV A/S 152.4K €0.52 %
12Nestle SA 135.7K €0.46 %
13ASML Holding NV 130.8K €0.45 %
14Exxon Mobil Corp 129.8K €0.44 %
15Teck Resources Ltd 124.9K €0.43 %
16Eli Lilly & Co 118.9K €0.41 %
17LVMH Moet Hennessy Louis Vuitton SE 118K €0.40 %
18JPMorgan Chase & Co 113K €0.39 %
19Visa Inc 110.1K €0.38 %
20Broadcom Inc 103.4K €0.35 %
21Koninklijke Ahold Delhaize NV 101.2K €0.35 %
22S&P Global Inc 100.5K €0.34 %
23HSBC Holdings PLC 96.1K €0.33 %
24Chevron Corp 94.9K €0.32 %
25Adobe Inc 94.4K €0.32 %
26Progressive Corp/The 92K €0.31 %
27Booking Holdings Inc 91.1K €0.31 %
28Taiwan Semiconductor Manufacturing Co Ltd 90.5K €0.31 %
29Blackrock Inc 89.3K €0.30 %
30Berkshire Hathaway Inc 89K €0.30 %
31Schneider Electric SE 88.3K €0.30 %
32Lowe's Cos Inc 87K €0.30 %
33Mastercard Inc 87K €0.30 %
34Southern Co/The 86.5K €0.29 %
35Airbus SE 86.1K €0.29 %
36CIE Automotive SA 86.1K €0.29 %
37Siemens AG 85.9K €0.29 %
38RELX PLC 85.7K €0.29 %
39Hannover Rueck SE 85.2K €0.29 %
40Coca-Cola Co/The 84.6K €0.29 %
41Duke Energy Corp 82.6K €0.28 %
42Eaton Corp PLC 81.6K €0.28 %
43ATALAYA MINING COPPER SA 79.6K €0.27 %
44Roche Holding AG 77.2K €0.26 %
45Industria de Diseno Textil SA 76.7K €0.26 %
46Air Products and Chemicals Inc 76.3K €0.26 %
47Honeywell International Inc 75.9K €0.26 %
48Procter & Gamble Co/The 74K €0.25 %
49Barry Callebaut AG 71.5K €0.24 %
50Bank of America Corp 70.9K €0.24 %
51Grifols SA 70.3K €0.24 %
52Texas Instruments Inc 67.9K €0.23 %
53BNP Paribas SA 67.6K €0.23 %
54Accenture PLC 66.2K €0.23 %
55Stellantis NV 63K €0.21 %
56Canadian National Railway Co 61.2K €0.21 %
57Rio Tinto PLC 59.9K €0.20 %
58Wells Fargo & Co 58.8K €0.20 %
59Canadian Pacific Kansas City Ltd 58.6K €0.20 %
60CSL Ltd 49.2K €0.17 %
61SLB Ltd 48.7K €0.17 %
62JD Sports Fashion PLC 48K €0.16 %
63Salesforce Inc 48K €0.16 %
64Oracle Corp 47.4K €0.16 %
65Public Storage 47K €0.16 %
66Infineon Technologies AG 46.7K €0.16 %
67Rollins Inc 45.8K €0.16 %
68WW Grainger Inc 45.5K €0.16 %
693i Group PLC 44.4K €0.15 %
70BE Semiconductor Industries NV 44.1K €0.15 %
71Banca Monte dei Paschi di Siena SpA 44K €0.15 %
72NextEra Energy Inc 43.7K €0.15 %
73UnitedHealth Group Inc 43.3K €0.15 %
74UniCredit SpA 43.1K €0.15 %
75AstraZeneca PLC 42.9K €0.15 %
76Tesla Inc 42.9K €0.15 %
77Unilever PLC 42.8K €0.15 %
78Johnson & Johnson 42.4K €0.14 %
79Segro PLC 42.4K €0.14 %
80CRH PLC 42.1K €0.14 %
81STMicroelectronics NV 41.6K €0.14 %
82Ingersoll Rand Inc 41.5K €0.14 %
83Advanced Micro Devices Inc 41K €0.14 %
84Goodman Group 40.2K €0.14 %
85SAP SE 39.4K €0.13 %
86Puig Brands SA 39.1K €0.13 %
87Marvell Technology Inc 39.1K €0.13 %
88T-Mobile US Inc 38.7K €0.13 %
89Lululemon Athletica Inc 37.3K €0.13 %
90Comcast Corp 33.1K €0.11 %
91Keyence Corp 30.8K €0.11 %
92Solstice Advanced Materials Inc 4.7K €0.02 %

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Sector breakdown

  • Technology 22.2 %
  • Financials 14.9 %
  • Health care 10.7 %
  • Industrials 9.8 %
  • Consumer discretionary 8.0 %
  • Communication 7.1 %
  • Consumer staples 5.4 %
  • Utilities 2.6 %
  • Energy 2.2 %
  • Materials 2.2 %
  • Unattributed 14.9 %

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

  • United States 63.6 %
  • United Kingdom 6.6 %
  • France 4.4 %
  • Netherlands 4.1 %
  • Denmark 4.1 %
  • Switzerland 3.5 %
  • Spain 3.3 %
  • Germany 3.1 %
  • Canada 3.0 %
  • Italy 1.6 %
  • Taiwan 1.1 %
  • Australia 1.1 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States525.2M €63.61 %
2United Kingdom9541.8K €6.63 %
3France4360.1K €4.41 %
4Netherlands4339.1K €4.15 %
5Denmark2334.5K €4.09 %
6Switzerland3284.4K €3.48 %
7Spain4272.2K €3.33 %
8Germany4257.2K €3.15 %
9Canada3244.7K €2.99 %
10Italy3128.7K €1.57 %
11Taiwan190.5K €1.11 %
12Australia289.4K €1.09 %
Cite this page

Titelia. "Holdings of TREA RENTA FIJA MIXTA, FI". https://titelia.com/en/funds/ESFI3825-0