Titelia

Holdings of MI CARTERA RV ASIA DESARROLLADO ADVISED BY, FI

SANTANDER ASSET MANAGEMENT, S.A., SGIIC · Original filing · Compare with another fund · Report an error

Net assets
225.9M € including 206.7M € in equities, 91.5 %
Positions
60 in 6 countries
Top ten
35.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Mitsubishi UFJ Financial Group Inc 10.2M €4.51 %
2BHP Group Ltd 9.9M €4.39 %
3Hitachi Ltd 9.5M €4.23 %
4Commonwealth Bank of Australia 9.5M €4.20 %
5Sony Group Corp 8.8M €3.87 %
6Mizuho Financial Group Inc 7.4M €3.26 %
7Toyota Motor Corp. 7.3M €3.25 %
8Fujitsu Ltd 6.4M €2.85 %
9Tokio Marine Holdings Inc 5.3M €2.33 %
10Macquarie Group Ltd 5.1M €2.24 %
11Mitsui Fudosan Co Ltd 5M €2.23 %
12Suzuki Motor Corp 4.9M €2.15 %
13Fuji Electric Co Ltd 4.8M €2.14 %
14Lasertec Corp 4.8M €2.13 %
15Hoya Corp 4.7M €2.10 %
16KDDI Corp 4.7M €2.08 %
17Sino Land Co Ltd 4.6M €2.02 %
18Yokohama Financial Group Inc 4.3M €1.91 %
19Singapore Telecommunications Ltd 4.2M €1.85 %
20Recruit Holdings Co Ltd 4.1M €1.82 %
21Disco Corp 3.8M €1.69 %
22QBE Insurance Group Ltd. 3.8M €1.68 %
23Obayashi Corp. 3.6M €1.57 %
24Mitsui & Co Ltd 3.5M €1.57 %
25Techtronic Industries Co Ltd 3.3M €1.44 %
26Sea Ltd 3.1M €1.39 %
27Pan Pacific International Holdings Corp. 3.1M €1.38 %
28Kyushu Railway Co 2.8M €1.24 %
29ASMPT Ltd 2.5M €1.12 %
30Lion Corp 2.5M €1.12 %
31Ibiden Co Ltd 2.4M €1.07 %
32Taisei Corp 2.3M €1.03 %
33Mitsubishi Estate Co Ltd 2.3M €1.01 %
34Osaka Soda Co Ltd 2.3M €1.01 %
35Kewpie Corp 2.3M €1.00 %
36Suncorp Group Ltd 2.2M €0.97 %
37Aristocrat Leisure Ltd 2.2M €0.96 %
38Transurban Group 2.1M €0.92 %
39Sawai Group Holdings Co Ltd 2.1M €0.92 %
40Toyo Tanso Co Ltd 2M €0.89 %
41Murata Manufacturing Co Ltd 1.9M €0.84 %
42Seiren Co Ltd 1.9M €0.84 %
43Isuzu Motors Ltd 1.9M €0.83 %
44Lynas Rare Earths Ltd 1.7M €0.76 %
45Keyence Corp 1.7M €0.75 %
46Fisher & Paykel Healthcare Corp Ltd 1.6M €0.71 %
47SGH Ltd 1.6M €0.70 %
48Goodman Group 1.6M €0.69 %
49Orica Ltd 1.5M €0.64 %
50Simplex Holdings Inc 1.3M €0.57 %
51Integral Diagnostics Ltd 1.2M €0.55 %
52FUJIFILM Holdings Corp 1.2M €0.52 %
53Osaka Gas Co Ltd 1.1M €0.50 %
54Wharf Real Estate Investment Co Ltd 1.1M €0.49 %
55Cochlear Ltd 1.1M €0.49 %
56UMS Integration Ltd 1.1M €0.47 %
57Modec Inc 1M €0.46 %
58Nichias Corp 895.3K €0.40 %
59T&D Holdings Inc 890.4K €0.39 %
60WiseTech Global Ltd 884.8K €0.39 %

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Sector breakdown

  • Financials 15.6 %
  • Industrials 8.3 %
  • Communication 6.2 %
  • Consumer discretionary 5.1 %
  • Materials 4.8 %
  • Health care 2.3 %
  • Technology 0.8 %
  • Unattributed 56.8 %

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

  • Japan 68.2 %
  • Australia 21.4 %
  • Hong Kong SAR China 4.3 %
  • Singapore 3.8 %
  • United States 1.5 %
  • New Zealand 0.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan38141M €68.22 %
2Australia1444.3M €21.41 %
3Hong Kong SAR China38.9M €4.32 %
4Singapore37.8M €3.76 %
5United States13.1M €1.52 %
6New Zealand11.6M €0.78 %
Cite this page

Titelia. "Holdings of MI CARTERA RV ASIA DESARROLLADO ADVISED BY, FI". https://titelia.com/en/funds/ESFI5771-0