Titelia

Holdings of TREA CAJAMAR RENTA VARIABLE INTERNACIONAL FI

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

Net assets
91.4M € including 86.3M € in equities, 94.4 %
Positions
94 in 14 countries
Top ten
28.0 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3.9M €4.27 %
2Microsoft Corp 3.6M €3.99 %
3Alphabet Inc 3.5M €3.82 %
4Apple Inc 3.2M €3.54 %
5Amazon.com Inc 2.4M €2.66 %
6Thermo Fisher Scientific Inc 2M €2.19 %
7DSV A/S 2M €2.15 %
8Broadcom Inc 1.7M €1.87 %
9Meta Platforms Inc 1.7M €1.84 %
10Novo Nordisk A/S 1.6M €1.70 %
11Eli Lilly & Co 1.5M €1.68 %
12McKesson Corp 1.5M €1.67 %
13LVMH Moet Hennessy Louis Vuitton SE 1.5M €1.61 %
14Visa Inc 1.5M €1.59 %
15Nestle SA 1.4M €1.58 %
16ASML Holding NV 1.4M €1.56 %
17Marsh & McLennan Cos Inc 1.4M €1.53 %
18Airbus SE 1.3M €1.38 %
19Exxon Mobil Corp 1.2M €1.33 %
20Teck Resources Ltd 1.1M €1.21 %
21JPMorgan Chase & Co 1.1M €1.16 %
22Hannover Rueck SE 1.1M €1.16 %
23AstraZeneca PLC 1M €1.13 %
24CIE Automotive SA 1M €1.12 %
25Southern Co/The 1M €1.09 %
26Koninklijke Ahold Delhaize NV 972.8K €1.06 %
27Progressive Corp/The 965.8K €1.06 %
28Coca-Cola Co/The 950.2K €1.04 %
29Taiwan Semiconductor Manufacturing Co Ltd 942.1K €1.03 %
30Roche Holding AG 930.9K €1.02 %
31S&P Global Inc 916.6K €1.00 %
32Siemens AG 899K €0.98 %
33Grifols SA 873.9K €0.96 %
34HSBC Holdings PLC 871.8K €0.95 %
35Schneider Electric SE 868.4K €0.95 %
36Industria de Diseno Textil SA 868.3K €0.95 %
37Adobe Inc 861.6K €0.94 %
38Chevron Corp 860.7K €0.94 %
39Berkshire Hathaway Inc 838.8K €0.92 %
40Blackrock Inc 817.9K €0.90 %
41ATALAYA MINING COPPER SA 800.4K €0.88 %
42Booking Holdings Inc 797.5K €0.87 %
43Mastercard Inc 793.3K €0.87 %
44Duke Energy Corp 793.3K €0.87 %
45Barry Callebaut AG 743.4K €0.81 %
46Banca Monte dei Paschi di Siena SpA 731.5K €0.80 %
47Procter & Gamble Co/The 721.2K €0.79 %
48Air Products and Chemicals Inc 718.1K €0.79 %
49Honeywell International Inc 706.6K €0.77 %
50Bank of America Corp 706.3K €0.77 %
51Lowe's Cos Inc 701.7K €0.77 %
52Accenture PLC 685.2K €0.75 %
53JD Sports Fashion PLC 682.7K €0.75 %
54Eaton Corp PLC 663K €0.73 %
55CBRE Group Inc 653K €0.71 %
56Wells Fargo & Co 643.9K €0.70 %
57Texas Instruments Inc 632.5K €0.69 %
58BNP Paribas SA 626K €0.69 %
59Tesla Inc 621.5K €0.68 %
60Canadian National Railway Co 575K €0.63 %
61Stellantis NV 561.5K €0.61 %
62Rio Tinto PLC 557.7K €0.61 %
63Canadian Pacific Kansas City Ltd 557K €0.61 %
64CRH PLC 550.5K €0.60 %
65Royal Bank of Canada 544.6K €0.60 %
66Caterpillar Inc 523.6K €0.57 %
67UniCredit SpA 505K €0.55 %
68Salesforce Inc 499.1K €0.55 %
69BE Semiconductor Industries NV 468.5K €0.51 %
70Johnson & Johnson 456.1K €0.50 %
71NextEra Energy Inc 454.1K €0.50 %
72CSL Ltd 445.3K €0.49 %
73WW Grainger Inc 441.4K €0.48 %
74Omnicom Group Inc 435K €0.48 %
75Rollins Inc 432.4K €0.47 %
76Infineon Technologies AG 429.9K €0.47 %
77Ingersoll Rand Inc 427.3K €0.47 %
78SLB Ltd 416.3K €0.46 %
79SAP SE 410.5K €0.45 %
80UnitedHealth Group Inc 408.7K €0.45 %
81Segro PLC 402.2K €0.44 %
82National Grid PLC 393.2K €0.43 %
83Public Storage 384.7K €0.42 %
84Keyence Corp 370K €0.40 %
85Puig Brands SA 362.2K €0.40 %
86STMicroelectronics NV 361.9K €0.40 %
87PepsiCo Inc 356.9K €0.39 %
88T-Mobile US Inc 351.1K €0.38 %
89AAK AB 345.6K €0.38 %
90Comcast Corp 343.8K €0.38 %
91Goodman Group 343.4K €0.38 %
92Lululemon Athletica Inc 329.5K €0.36 %
93Oracle Corp 316.5K €0.35 %
94Solstice Advanced Materials Inc 44K €0.05 %

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Sector breakdown

  • Technology 22.1 %
  • Financials 14.1 %
  • Health care 10.9 %
  • Industrials 9.7 %
  • Consumer discretionary 8.0 %
  • Communication 7.3 %
  • Consumer staples 5.2 %
  • Utilities 3.1 %
  • Materials 2.1 %
  • Energy 1.9 %
  • Real estate 0.8 %
  • Unattributed 15.0 %

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 63.2 %
  • United Kingdom 5.5 %
  • France 4.9 %
  • Denmark 4.1 %
  • Netherlands 4.0 %
  • Spain 3.6 %
  • Switzerland 3.6 %
  • Germany 3.2 %
  • Canada 3.2 %
  • Italy 1.9 %
  • Taiwan 1.1 %
  • Australia 0.9 %
  • Other countries 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States5454.5M €63.16 %
2United Kingdom74.7M €5.49 %
3France44.2M €4.90 %
4Denmark23.5M €4.08 %
5Netherlands43.4M €3.97 %
6Spain43.1M €3.63 %
7Switzerland33.1M €3.61 %
8Germany42.8M €3.24 %
9Canada42.8M €3.23 %
10Italy31.6M €1.85 %
11Taiwan1942.1K €1.09 %
12Australia2788.7K €0.91 %
Cite this page

Titelia. "Holdings of TREA CAJAMAR RENTA VARIABLE INTERNACIONAL FI". https://titelia.com/en/funds/ESFI4930-0