Titelia

Holdings of COMPROMISO MEDIOLANUM, FI

MEDIOLANUM GESTION, S.G.I.I.C., S.A. ·225 declared positions · as of Dec 31, 2025

Original filing · Net assets 40.6M € · Ten largest lines: 21.9 % of the equity sleeve

Sector breakdown

  • Technology 23.9 %
  • Financials 11.1 %
  • Health care 8.1 %
  • Communication 6.0 %
  • Industrials 3.1 %
  • Consumer discretionary 3.0 %
  • Consumer staples 1.3 %
  • Materials 0.8 %
  • Utilities 0.6 %
  • Unattributed 42.2 %

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 52.8 %
  • JP 5.6 %
  • GB 4.8 %
  • NL 4.5 %
  • CA 3.9 %
  • FR 3.6 %
  • IT 3.4 %
  • ES 3.4 %
  • DE 3.0 %
  • SE 2.5 %
  • CH 2.1 %
  • AU 1.7 %
  • Other countries 8.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US9810.8M €52.77 %
2JP201.1M €5.62 %
3GB15976.2K €4.78 %
4NL7923.8K €4.52 %
5CA11796.5K €3.90 %
6FR8743.8K €3.64 %
7IT8697.9K €3.41 %
8ES7685.5K €3.35 %
9DE9620.3K €3.03 %
10SE5507.8K €2.48 %
11CH6427.3K €2.09 %
12AU7344.2K €1.68 %

Positions

RankCompanySharesValueWeight
101Daifuku Co Ltd 91.1K €0.22 %
102Edwards Lifesciences Corp 90.7K €0.22 %
103Arch Capital Group Ltd 90.2K €0.22 %
104Stantec Inc 86.3K €0.21 %
105CaixaBank SA 86K €0.21 %
106AT&T Inc 83.6K €0.21 %
107Element Fleet Management Corp 82K €0.20 %
108Unibail-Rodamco-Westfield 78.1K €0.19 %
109Estee Lauder Cos Inc/The 77.1K €0.19 %
110Husqvarna AB 76.8K €0.19 %
111Konecranes Oyj 76.6K €0.19 %
112HelloFresh SE 76.4K €0.19 %
113Astellas Pharma Inc 73.9K €0.18 %
114Amadeus IT Group SA 73.4K €0.18 %
115Proximus SADP 70.2K €0.17 %
116Doximity Inc 69.8K €0.17 %
117UCB SA 66.8K €0.16 %
118Challenger Ltd 65.5K €0.16 %
119Beazley PLC 65.3K €0.16 %
120Nisshin Seifun Group Inc 64.8K €0.16 %
121Primerica Inc 61.4K €0.15 %
122Tesla Inc 61.3K €0.15 %
123Okta Inc 60.1K €0.15 %
124Wartsila OYJ Abp 57.7K €0.14 %
125Jungheinrich AG 57.5K €0.14 %
126Halozyme Therapeutics Inc 57.5K €0.14 %
127Procter & Gamble Co/The 57.3K €0.14 %
128Deutsche Telekom AG 54.2K €0.13 %
129Sugi Holdings Co Ltd 54.1K €0.13 %
130HealthStream Inc 54K €0.13 %
131QUALCOMM Inc 53.3K €0.13 %
132Fairfax Financial Holdings Ltd 51.9K €0.13 %
133Mitsubishi Estate Co Ltd 51.9K €0.13 %
134GE Vernova Inc 50.1K €0.12 %
135Enagas SA 48.1K €0.12 %
136Aena SME SA 47.8K €0.12 %
137Medibank Pvt Ltd 47.3K €0.12 %
138Cal-Maine Foods Inc 46K €0.11 %
139Vonovia SE 43.5K €0.11 %
140Helia Group Ltd 41.6K €0.10 %
141Walt Disney Co/The 40.9K €0.10 %
142ABB Ltd 38.8K €0.10 %
143Burckhardt Compression Holding AG 38.8K €0.10 %
144Spotify Technology SA 38.1K €0.09 %
145Samsonite Group SA 37.2K €0.09 %
146Quilter PLC 35.6K €0.09 %
147Pigeon Corp 35K €0.09 %
148Urban Outfitters Inc 34.4K €0.08 %
149Danske Bank A/S 33.8K €0.08 %
150ResMed Inc 33.6K €0.08 %
151Gilead Sciences Inc 32.1K €0.08 %
152ACEA SpA 31.7K €0.08 %
153Fuji Corp/Aichi 31.7K €0.08 %
154CNO Financial Group Inc 31.3K €0.08 %
155UOL Group Ltd 31.3K €0.08 %
156Capital One Financial Corp 31.2K €0.08 %
157Pearson PLC 30.2K €0.07 %
158Ain Holdings Inc 29.1K €0.07 %
159Temenos AG 28.7K €0.07 %
160Finning International Inc 28.6K €0.07 %
161Orica Ltd 28.6K €0.07 %
162Tokyo Ohka Kogyo Co Ltd 28.4K €0.07 %
163Insulet Corp 28.3K €0.07 %
164Genpact Ltd 28.2K €0.07 %
165Visa Inc 28.1K €0.07 %
166Bank of America Corp 28K €0.07 %
167Adobe Inc 27.4K €0.07 %
168Toro Co/The 26.7K €0.07 %
169S&P Global Inc 25.8K €0.06 %
170Costco Wholesale Corp 25.7K €0.06 %
171Deutsche Bank AG 25.6K €0.06 %
172Paycom Software Inc 24K €0.06 %
173MercadoLibre Inc 24K €0.06 %
174Anglo American PLC 24K €0.06 %
175Protector Forsikring ASA 23.5K €0.06 %
176Illumina Inc 23.4K €0.06 %
177Teladoc Health Inc 22.6K €0.06 %
178UNIQA Insurance Group AG 22.1K €0.05 %
179Global One Real Estate Investment Corp 21.7K €0.05 %
180Glory Ltd 21.5K €0.05 %
181Loblaw Cos Ltd 21.1K €0.05 %
182Charles Schwab Corp/The 21K €0.05 %
183Aoyama Trading Co Ltd 19.3K €0.05 %
184SoftBank Group Corp 19.1K €0.05 %
185Ushio Inc 19.1K €0.05 %
186REN - Redes Energeticas Nacionais SGPS SA 17.3K €0.04 %
187Banco Comercial Portugues SA 17.2K €0.04 %
188Sumitomo Bakelite Co Ltd 16.8K €0.04 %
189Norfolk Southern Corp 16.7K €0.04 %
190NOS SGPS SA 16.5K €0.04 %
191Medtronic PLC 16.2K €0.04 %
192GrainCorp Ltd 16.2K €0.04 %
193PayPal Holdings Inc 15.3K €0.04 %
194Legrand SA 14.9K €0.04 %
195CVS Health Corp 13.4K €0.03 %
196AerCap Holdings NV 13.1K €0.03 %
197Atlas Copco AB 13K €0.03 %
198Duerr AG 12.8K €0.03 %
199BHP Group Ltd 12.6K €0.03 %
200ServiceNow Inc 12.4K €0.03 %