Titelia

Holdings of FINANCIALFOND, FI

GVC GAESCO GESTIÓN, SGIIC, S.A. ·56 declared positions · as of Dec 31, 2025

Original filing · Net assets 8.3M € · Ten largest lines: 35.8 % of the equity sleeve

Sector breakdown

  • Financials 17.2 %
  • Consumer discretionary 12.5 %
  • Communication 7.1 %
  • Technology 5.2 %
  • Materials 4.1 %
  • Consumer staples 2.1 %
  • Industrials 1.5 %
  • Health care 0.5 %
  • Unattributed 49.9 %

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

  • ES 32.0 %
  • DE 17.2 %
  • FR 13.6 %
  • US 10.5 %
  • IE 4.8 %
  • GB 3.5 %
  • LU 3.2 %
  • NL 3.0 %
  • CH 3.0 %
  • KR 2.9 %
  • JP 2.1 %
  • FO 1.7 %
  • Other countries 2.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1ES212.5M €31.99 %
2DE71.4M €17.21 %
3FR61.1M €13.56 %
4US6838.3K €10.53 %
5IE1384.2K €4.82 %
6GB2281K €3.53 %
7LU1254.1K €3.19 %
8NL2240.7K €3.02 %
9CH3238.3K €2.99 %
10KR1228.6K €2.87 %
11JP1164.3K €2.06 %
12FO1135.3K €1.70 %

Positions

RankCompanySharesValueWeight
1Ryanair Holdings PLC 384.2K €4.61 %
2Puig Brands SA 371.8K €4.46 %
3Allianz SE 312.4K €3.75 %
4Deutsche Bank AG 269.7K €3.24 %
5Alphabet Inc 267K €3.21 %
6Cie de Saint-Gobain SA 260.9K €3.13 %
7Mapfre SA 256.9K €3.08 %
8ArcelorMittal SA 254.1K €3.05 %
9BNP Paribas SA 242.4K €2.91 %
10Samsung Electronics Co Ltd 228.6K €2.74 %
11Booking Holdings Inc 227.9K €2.74 %
12Grifols SA 214K €2.57 %
13Deutsche Telekom AG 207.5K €2.49 %
14AXA SA 204.8K €2.46 %
15SAP SE 187.5K €2.25 %
16Bayerische Motoren Werke AG 186.3K €2.24 %
17Carnival Corp 181.9K €2.18 %
18Banco Santander SA 181.3K €2.18 %
19International Consolidated Airlines Group SA 178.1K €2.14 %
20Koninklijke Vopak NV 178K €2.14 %
21Cie Generale des Etablissements Michelin SCA 169.9K €2.04 %
22Toyota Motor Corp. 164.3K €1.97 %
23Construcciones y Auxiliar de Ferrocarriles SA 162K €1.94 %
24Banco Bilbao Vizcaya Argentaria SA 156.4K €1.88 %
25Bakkafrost P/F 135.3K €1.62 %
26CIE Automotive SA 122K €1.46 %
27Vinci SA 122K €1.46 %
28Avolta AG 111.4K €1.34 %
29Sixt SE 106K €1.27 %
30Aberdeen Group PLC 102.9K €1.24 %
31Deutsche Lufthansa AG 100.9K €1.21 %
32Gestamp Automocion SA 100.4K €1.21 %
33Colonial SFL Socimi SA 95.6K €1.15 %
34Repsol SA 95.6K €1.15 %
35Acerinox SA 95K €1.14 %
36Nestle SA 93K €1.12 %
37Fluidra SA 92.6K €1.11 %
38Logista Integral SA 90.4K €1.08 %
39Walt Disney Co/The 87.1K €1.05 %
40Sacyr SA 81.2K €0.98 %
41Rubis SCA 80.2K €0.96 %
42Enagas SA 78.9K €0.95 %
43Anheuser-Busch InBev SA/NV 74.1K €0.89 %
44Talgo SA 72.6K €0.87 %
45Solaria Energia y Medio Ambiente SA 72.6K €0.87 %
46Cellnex Telecom SA 65.8K €0.79 %
47Teva Pharmaceutical Industries Ltd 63.7K €0.77 %
48Fugro NV 62.7K €0.75 %
49Grifols SA 62.6K €0.75 %
50Vale SA 62.1K €0.75 %
51Telefonica SA 41.6K €0.50 %
52Baidu Inc 38.9K €0.47 %
53Prosegur Cia de Seguridad SA 38.4K €0.46 %
54Yum! Brands Inc 35.4K €0.43 %
55Aryzta AG 33.9K €0.41 %
56Norwegian Air Shuttle ASA 887 €0.01 %