Titelia

Holdings of MARKET PORTFOLIO EQUITY, F.I.

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

Net assets
56.3M € including 54M € in equities, 95.9 %
Positions
174 in 20 countries
Top ten
27.7 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
101Salesforce Inc 124.3K €0.22 %
102Chevron Corp 122.6K €0.22 %
103Morgan Stanley 121.8K €0.22 %
104Mastercard Inc 120.1K €0.21 %
105BP PLC 117.5K €0.21 %
106Kuaishou Technology 112.8K €0.20 %
107Wells Fargo & Co 110.5K €0.20 %
108International Business Machines Corp. 108.4K €0.19 %
109Bank of Communications Co Ltd 106K €0.19 %
110Walt Disney Co/The 105.1K €0.19 %
111Sanofi SA 100.4K €0.18 %
112Oracle Corp 94.9K €0.17 %
113Cemex SAB de CV 87.9K €0.16 %
114ANTA Sports Products Ltd 85.4K €0.15 %
115Fomento Economico Mexicano SAB de CV 78.2K €0.14 %
116Abbott Laboratories 77.9K €0.14 %
117Baidu Inc 74.7K €0.13 %
118Trip.com Group Ltd 57.6K €0.10 %
119China Petroleum & Chemical Corp 57.3K €0.10 %
120Nongfu Spring Co Ltd 50.6K €0.09 %
121Texas Instruments Inc 47.7K €0.08 %
122Merck & Co Inc 46K €0.08 %
123Allianz SE 44.1K €0.08 %
124Christian Dior SE 42.9K €0.08 %
125Accenture PLC 39.5K €0.07 %
126Haier Smart Home Co Ltd 37.2K €0.07 %
127Safran SA 37.2K €0.07 %
128Siemens Energy AG 35.6K €0.06 %
129Sandoz Group AG 28.5K €0.05 %
130McDonald's Corp. 28.1K €0.05 %
131Adobe Inc 28K €0.05 %
132AIR LIQUIDE 27.7K €0.05 %
133T-Mobile US Inc 27K €0.05 %
134Barrick Mining Corp 26.2K €0.05 %
135Equinor ASA 24.9K €0.04 %
136Cisco Systems, Inc. 21.7K €0.04 %
137Diageo PLC 19.5K €0.03 %
138NextEra Energy Inc 19.4K €0.03 %
139TC Energy Corp 18.8K €0.03 %
140QUALCOMM Inc 18.1K €0.03 %
141Alimentation Couche-Tard Inc 17.5K €0.03 %
142Haleon PLC 16.6K €0.03 %
143Suncor Energy Inc 16.6K €0.03 %
144Union Pacific Corp 16.3K €0.03 %
145Boeing Co/The 15.9K €0.03 %
146Bristol-Myers Squibb Co 15.7K €0.03 %
147Sony Financial Group Inc 15.2K €0.03 %
148Vodafone Group PLC 15.1K €0.03 %
149PepsiCo Inc 14.9K €0.03 %
150adidas AG 14.7K €0.03 %
151Alcon AG 14.5K €0.03 %
152Canadian Natural Resources Ltd 14.5K €0.03 %
153Medtronic PLC 14.3K €0.03 %
154Canadian Pacific Kansas City Ltd 14K €0.02 %
155Magnum Ice Cream Co NV/The 14K €0.02 %
156Prudential PLC 12.6K €0.02 %
157Daimler Truck Holding AG 11.5K €0.02 %
158Grupo Televisa S.A.B. 10.7K €0.02 %
159Cenovus Energy Inc 10.7K €0.02 %
160Woodside Energy Group Ltd 10.6K €0.02 %
161Nutrien Ltd 9.3K €0.02 %
162United Parcel Service Inc 9K €0.02 %
163Warner Bros Discovery Inc 7.7K €0.01 %
164BCE Inc 7.3K €0.01 %
165Coca-Cola Femsa SAB de CV 6.9K €0.01 %
166Grupo Aeroportuario del Sureste SAB de CV 6.1K €0.01 %
167Charter Communications, Inc. 5K €0.01 %
168Grupo Aeroportuario del Pacifico SAB de CV 4.7K €0.01 %
169Accelleron Industries AG 2.9K €0.01 %
170Jackson Financial Inc 2K €0.00 %
171South Bow Corp 1.9K €0.00 %
172Viatris Inc 1.4K €0.00 %
173Sitios Latinoamerica SAB de CV 1.2K €0.00 %
174Sunac China Holdings Ltd 735 €0.00 %

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Sector breakdown

  • Technology 20.6 %
  • Financials 15.3 %
  • Consumer discretionary 12.6 %
  • Communication 10.6 %
  • Health care 8.3 %
  • Consumer staples 5.7 %
  • Energy 4.9 %
  • Industrials 3.3 %
  • Materials 1.5 %
  • Utilities 1.4 %
  • Unattributed 16.0 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • EUR 100.0 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 34.0 %
  • Hong Kong SAR China 20.6 %
  • France 7.0 %
  • United Kingdom 6.1 %
  • Switzerland 5.7 %
  • India 3.2 %
  • Japan 2.9 %
  • Germany 2.9 %
  • Canada 2.6 %
  • Netherlands 2.5 %
  • Spain 2.1 %
  • Mexico 1.9 %
  • Other countries 8.6 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States5418.3M €33.97 %
2Hong Kong SAR China2911.1M €20.59 %
3France123.8M €6.98 %
4United Kingdom123.3M €6.08 %
5Switzerland93.1M €5.72 %
6India41.7M €3.16 %
7Japan31.6M €2.93 %
8Germany71.5M €2.86 %
9Canada151.4M €2.65 %
10Netherlands31.3M €2.48 %
11Spain31.1M €2.09 %
12Mexico81M €1.86 %
Cite this page

Titelia. "Holdings of MARKET PORTFOLIO EQUITY, F.I.". https://titelia.com/en/funds/ESFI5222-0