Titelia

Holdings of BBVA MEGATENDENCIA PLANETA TIERRA ISR, FI

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

Net assets
21.1M € including 20.3M € in equities, 96.4 %
Positions
62 in 17 countries
Top ten
27.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Antofagasta PLC 753K €3.57 %
2Schneider Electric SE 636K €3.01 %
3Agnico Eagle Mines Ltd 622K €2.95 %
4Applied Materials Inc 609K €2.88 %
5Corning Inc 599K €2.84 %
6SSE PLC 574K €2.72 %
7Newmont Corp 552K €2.61 %
8Waste Management Inc 505K €2.39 %
9Advanced Energy Industries Inc 496K €2.35 %
10Republic Services Inc 491K €2.33 %
11Linde PLC 485K €2.30 %
12Coca-Cola Europacific Partners PLC 481K €2.28 %
13Waste Connections Inc 470K €2.23 %
14Steel Dynamics Inc 469K €2.22 %
15Acerinox SA 463K €2.19 %
16Enel SpA 458K €2.17 %
17Legrand SA 452K €2.14 %
18Vidrala SA 440K €2.08 %
19Synopsys Inc 381K €1.80 %
20Orsted AS 374K €1.77 %
21Watts Water Technologies Inc 374K €1.77 %
22Commercial Metals Co 373K €1.77 %
23Air Liquide SA 367K €1.74 %
24Onto Innovation Inc 359K €1.70 %
25Kurita Water Industries Ltd 353K €1.67 %
26ASML Holding NV 353K €1.67 %
27Pentair PLC 352K €1.67 %
28Ferguson Enterprises Inc 348K €1.65 %
29Lundin Mining Corp 344K €1.63 %
30Iberdrola SA 339K €1.61 %
31International Paper Co 329K €1.56 %
32Imerys SA 319K €1.51 %
33Halma PLC 311K €1.47 %
34Cleanaway Waste Management Ltd 305K €1.44 %
35Salmar ASA 288K €1.36 %
36Xylem Inc/NY 285K €1.35 %
37Wheaton Precious Metals Corp 278K €1.32 %
38NGK Insulators Ltd 263K €1.25 %
39Ball Corp 260K €1.23 %
40Geberit AG 250K €1.18 %
41Kyocera Corp 245K €1.16 %
42NextEra Energy Inc 233K €1.10 %
43EDP Renovaveis SA 232K €1.10 %
44Lindsay Corp 226K €1.07 %
45Scatec ASA 204K €0.97 %
46Boralex Inc 192K €0.91 %
47Novonesis Novozymes B 192K €0.91 %
48Melexis NV 184K €0.87 %
49Infineon Technologies AG 183K €0.87 %
50Deere & Co 176K €0.83 %
51West Fraser Timber Co Ltd 170K €0.81 %
52SIG Group AG 169K €0.80 %
53Befesa SA 167K €0.79 %
54Mosaic Co/The 154K €0.73 %
55Sociedad Quimica y Minera de Chile SA 137K €0.65 %
56CNH Industrial NV 136K €0.64 %
57Bakkafrost P/F 134K €0.63 %
58Canfor Corp 117K €0.55 %
59Sika AG 113K €0.54 %
60ROCKWOOL A/S 108K €0.51 %
61Croda International PLC 67K €0.32 %
62Corticeira Amorim SGPS SA 44K €0.21 %

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Sector breakdown

  • Materials 16.9 %
  • Industrials 16.5 %
  • Technology 12.9 %
  • Utilities 7.9 %
  • Unattributed 45.8 %

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 41.9 %
  • United Kingdom 10.7 %
  • France 8.7 %
  • Canada 8.5 %
  • Spain 6.1 %
  • Japan 4.2 %
  • Denmark 3.3 %
  • Switzerland 2.6 %
  • Norway 2.4 %
  • Netherlands 2.4 %
  • Italy 2.3 %
  • Germany 1.7 %
  • Other countries 5.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States228.5M €41.91 %
2United Kingdom52.2M €10.75 %
3France41.8M €8.72 %
4Canada61.7M €8.47 %
5Spain31.2M €6.11 %
6Japan3861K €4.23 %
7Denmark3674K €3.31 %
8Switzerland3532K €2.62 %
9Norway2492K €2.42 %
10Netherlands2489K €2.40 %
11Italy1458K €2.25 %
12Germany2350K €1.72 %
Cite this page

Titelia. "Holdings of BBVA MEGATENDENCIA PLANETA TIERRA ISR, FI". https://titelia.com/en/funds/ESFI4235-0