Titelia

Holdings of GLOBAL VALUE SELECTION FI

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

Net assets
70.5M € including 8.6M € in equities, 12.2 %
Positions
32 in 12 countries
Top ten
7.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1JPMorgan Chase & Co 768.1K €1.09 %
2Samsonite Group SA 635.7K €0.90 %
3Mowi ASA 616.5K €0.87 %
4Roche Holding AG 553K €0.78 %
5Smurfit Westrock PLC 544.4K €0.77 %
6Ebro Foods SA 439.4K €0.62 %
7International Consolidated Airlines Group SA 421.5K €0.60 %
8Samsung Electronics Co Ltd 403.8K €0.57 %
9Bank of Ireland Group PLC 327.2K €0.46 %
10Puig Brands SA 282.7K €0.40 %
11Alibaba Group Holding Ltd 281.3K €0.40 %
12Viscofan SA 276.1K €0.39 %
13Alphabet Inc 266.5K €0.38 %
14Shell PLC 245.7K €0.35 %
15Enel SpA 244.2K €0.35 %
16Repsol SA 224.6K €0.32 %
17Pfizer Inc 212K €0.30 %
18Cigna Group/The 198K €0.28 %
19Samsung Electronics Co Ltd 197K €0.28 %
20Enagas SA 180.4K €0.26 %
21Veolia Environnement SA 158.1K €0.22 %
22Colonial SFL Socimi SA 150.9K €0.21 %
23First Solar Inc 149K €0.21 %
24Cie Generale des Etablissements Michelin SCA 141.6K €0.20 %
25Henkel AG & Co KGaA 130K €0.18 %
26Vidrala SA 128.8K €0.18 %
27Savencia SA 110.3K €0.16 %
28ACS Actividades de Construccion y Servicios SA 103.3K €0.15 %
29Euronext NV 64K €0.09 %
30TECHO HOGAR SOCIMI SL 51K €0.07 %
31Allfunds Group Plc 40.2K €0.06 %
32Mobico Group PLC 34.9K €0.05 %

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Sector breakdown

  • Health care 11.2 %
  • Financials 9.0 %
  • Technology 7.0 %
  • Materials 6.3 %
  • Consumer discretionary 3.3 %
  • Communication 3.1 %
  • Energy 2.9 %
  • Utilities 2.8 %
  • Unattributed 54.4 %

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 24.9 %
  • Spain 21.4 %
  • Hong Kong SAR China 10.7 %
  • United Kingdom 8.2 %
  • Norway 7.2 %
  • South Korea 7.0 %
  • Switzerland 6.4 %
  • France 4.8 %
  • Ireland 3.8 %
  • Italy 2.8 %
  • Germany 1.5 %
  • Netherlands 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States62.1M €24.92 %
2Spain91.8M €21.41 %
3Hong Kong SAR China2917.1K €10.69 %
4United Kingdom3702K €8.18 %
5Norway1616.5K €7.19 %
6South Korea2600.8K €7.00 %
7Switzerland1553K €6.45 %
8France3409.9K €4.78 %
9Ireland1327.2K €3.81 %
10Italy1244.2K €2.85 %
11Germany1130K €1.52 %
12Netherlands2104.2K €1.21 %
Cite this page

Titelia. "Holdings of GLOBAL VALUE SELECTION FI". https://titelia.com/en/funds/ESFI4305-0