Titelia

Holdings of GLOBAL VALUE SELECTION FI

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

Original filing · Net assets 70.5M € · Ten largest lines: 58.2 % of the equity sleeve

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

  • US 24.9 %
  • ES 21.4 %
  • HK 10.7 %
  • GB 8.2 %
  • NO 7.2 %
  • KR 7.0 %
  • CH 6.4 %
  • FR 4.8 %
  • IE 3.8 %
  • IT 2.8 %
  • DE 1.5 %
  • NL 1.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US62.1M €24.92 %
2ES91.8M €21.41 %
3HK2917.1K €10.69 %
4GB3702K €8.18 %
5NO1616.5K €7.19 %
6KR2600.8K €7.00 %
7CH1553K €6.45 %
8FR3409.9K €4.78 %
9IE1327.2K €3.81 %
10IT1244.2K €2.85 %
11DE1130K €1.52 %
12NL2104.2K €1.21 %

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 %