Titelia

Holdings of DUX UMBRELLA, FI DUX UMBRELLA/ARAGUI-EGALA

DUX INVERSORES, SGIIC, S.A. · Original filing · Compare with another fund · Report an error

Net assets
3.1M € including 1.3M € in equities, 41.2 %
Positions
56 in 9 countries
Top ten
12.5 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 54.9K €1.75 %
2Berkshire Hathaway Inc 50.5K €1.61 %
3Microsoft Corp 46.5K €1.48 %
4LVMH Moet Hennessy Louis Vuitton SE 39.3K €1.25 %
5JPMorgan Chase & Co 37.3K €1.19 %
6Accenture PLC 34.3K €1.09 %
7Applied Materials Inc 33.7K €1.07 %
8NVIDIA Corp 32.7K €1.04 %
9Meta Platforms Inc 31.5K €1.00 %
10Capgemini SE 31.4K €1.00 %
11Amazon.com Inc 31K €0.99 %
12Broadcom Inc 30.9K €0.98 %
13Johnson & Johnson 30.1K €0.96 %
14Visa Inc 29.6K €0.94 %
15Industria de Diseno Textil SA 27.6K €0.88 %
16ASML Holding NV 26.7K €0.85 %
17Apple Inc 26.4K €0.84 %
18Bank of America Corp 25.5K €0.81 %
19Roche Holding AG 24K €0.76 %
20Canadian National Railway Co 23K €0.73 %
21Mastercard Inc 22.8K €0.73 %
22Chevron Corp 22.4K €0.71 %
23Exxon Mobil Corp 22.1K €0.70 %
24Caterpillar Inc 21.9K €0.70 %
25Procter & Gamble Co/The 21.8K €0.70 %
26Home Depot Inc/The 21.1K €0.67 %
27Nestle SA 20.2K €0.64 %
28American Express Co 19.8K €0.63 %
29PulteGroup Inc 19.6K €0.62 %
30Deutsche Post AG 19.1K €0.61 %
31Hannover Rueck SE 18.9K €0.60 %
32L'Oreal SA 18.7K €0.60 %
33Siemens AG 18.7K €0.59 %
34Cencora Inc 17.8K €0.57 %
35McDonald's Corp. 17.7K €0.56 %
36PepsiCo Inc 17.1K €0.54 %
37Novo Nordisk A/S 17K €0.54 %
38TJX Cos Inc/The 17K €0.54 %
39Abbott Laboratories 16.9K €0.54 %
40Waste Management Inc 16.8K €0.54 %
41Eni SpA 16.7K €0.53 %
42International Business Machines Corp. 16.6K €0.53 %
43KLA Corp 16.6K €0.53 %
44S&P Global Inc 16K €0.51 %
45Linde PLC 16K €0.51 %
46Wolters Kluwer NV 15.9K €0.51 %
47Simon Property Group Inc 15.8K €0.50 %
48Deutsche Telekom AG 15.4K €0.49 %
49Intesa Sanpaolo SpA 15K €0.48 %
50Koninklijke Ahold Delhaize NV 14.9K €0.47 %
51SAP SE 14.8K €0.47 %
52Salesforce Inc 14.4K €0.46 %
53Allianz SE 13.7K €0.44 %
54Amadeus IT Group SA 13.6K €0.43 %
55Zoetis Inc 13.5K €0.43 %
56Sherwin-Williams Co/The 11.9K €0.38 %

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Sector breakdown

  • Technology 22.7 %
  • Financials 17.8 %
  • Consumer discretionary 11.9 %
  • Health care 9.2 %
  • Communication 7.9 %
  • Industrials 7.7 %
  • Consumer staples 7.2 %
  • Energy 3.0 %
  • Materials 2.1 %
  • Real estate 1.2 %
  • Unattributed 9.4 %

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 68.8 %
  • Germany 7.8 %
  • France 6.9 %
  • Netherlands 4.4 %
  • Switzerland 3.4 %
  • Spain 3.2 %
  • Italy 2.4 %
  • Canada 1.8 %
  • Denmark 1.3 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States36890.7K €68.76 %
2Germany6100.5K €7.76 %
3France389.5K €6.91 %
4Netherlands357.5K €4.44 %
5Switzerland244.2K €3.41 %
6Spain241.2K €3.18 %
7Italy231.7K €2.45 %
8Canada123K €1.78 %
9Denmark117K €1.31 %
Cite this page

Titelia. "Holdings of DUX UMBRELLA, FI DUX UMBRELLA/ARAGUI-EGALA". https://titelia.com/en/funds/ESFI5259-1