Titelia

Holdings of MEDIOLANUM RENTA VARIABLE GLOBAL SELECCIÓN, FI

MEDIOLANUM GESTION, S.G.I.I.C., S.A. ·93 declared positions · as of Dec 31, 2025

Original filing · Net assets 182.1M € · Ten largest lines: 28.4 % of the equity sleeve

Sector breakdown

  • Technology 22.1 %
  • Financials 15.1 %
  • Health care 10.2 %
  • Industrials 10.0 %
  • Consumer discretionary 8.8 %
  • Communication 7.0 %
  • Consumer staples 4.1 %
  • Utilities 3.1 %
  • Materials 2.3 %
  • Energy 1.9 %
  • Real estate 0.5 %
  • Unattributed 15.1 %

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 62.9 %
  • FR 4.6 %
  • DK 4.4 %
  • GB 4.0 %
  • NL 3.7 %
  • ES 3.4 %
  • DE 3.4 %
  • CA 3.4 %
  • CH 3.4 %
  • IT 2.2 %
  • AU 1.6 %
  • IE 1.2 %
  • Other countries 1.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US53103.8M €62.88 %
FR47.6M €4.61 %
DK27.2M €4.35 %
GB56.6M €4.01 %
NL46.2M €3.73 %
ES45.7M €3.44 %
DE45.6M €3.38 %
CA45.5M €3.36 %
CH35.5M €3.35 %
IT33.7M €2.24 %
AU32.6M €1.60 %
IE12M €1.22 %

Positions

CompanySharesValueWeight
NVIDIA Corp 7.5M €4.13 %
Microsoft Corp 6.5M €3.55 %
Alphabet Inc 5.8M €3.17 %
Apple Inc 5.6M €3.05 %
Amazon.com Inc 4.4M €2.43 %
DSV A/S 3.8M €2.06 %
Broadcom Inc 3.5M €1.94 %
Novo Nordisk A/S 3.4M €1.88 %
Meta Platforms Inc 3.3M €1.83 %
Thermo Fisher Scientific Inc 3.2M €1.75 %
Marsh & McLennan Cos Inc 3.1M €1.72 %
Visa Inc 3.1M €1.70 %
McKesson Corp 2.9M €1.59 %
Nestle SA 2.6M €1.43 %
ASML Holding NV 2.5M €1.36 %
LVMH Moet Hennessy Louis Vuitton SE 2.4M €1.34 %
Eli Lilly & Co 2.4M €1.31 %
Exxon Mobil Corp 2.3M €1.25 %
Teck Resources Ltd 2.2M €1.22 %
Hannover Rueck SE 2.2M €1.20 %
Airbus SE 2.2M €1.20 %
JPMorgan Chase & Co 2.1M €1.18 %
Progressive Corp/The 2.1M €1.16 %
Ryanair Holdings PLC 2M €1.11 %
Adobe Inc 2M €1.08 %
Southern Co/The 1.9M €1.07 %
Coca-Cola Co/The 1.9M €1.06 %
S&P Global Inc 1.9M €1.02 %
Koninklijke Ahold Delhaize NV 1.9M €1.02 %
Accenture PLC 1.7M €0.94 %
JD Sports Fashion PLC 1.7M €0.94 %
Siemens AG 1.7M €0.93 %
HSBC Holdings PLC 1.7M €0.93 %
AstraZeneca PLC 1.7M €0.92 %
Roche Holding AG 1.7M €0.92 %
Berkshire Hathaway Inc 1.7M €0.91 %
Grifols SA 1.6M €0.90 %
Blackrock Inc 1.6M €0.90 %
Industria de Diseno Textil SA 1.6M €0.90 %
Booking Holdings Inc 1.6M €0.90 %
Mastercard Inc 1.6M €0.88 %
Chevron Corp 1.6M €0.87 %
Taiwan Semiconductor Manufacturing Co Ltd 1.6M €0.87 %
Honeywell International Inc 1.6M €0.87 %
Texas Instruments Inc 1.6M €0.87 %
CIE Automotive SA 1.6M €0.87 %
Schneider Electric SE 1.6M €0.86 %
Air Products and Chemicals Inc 1.6M €0.85 %
Duke Energy Corp 1.5M €0.85 %
Banca Monte dei Paschi di Siena SpA 1.5M €0.83 %
Procter & Gamble Co/The 1.5M €0.83 %
Eaton Corp PLC 1.5M €0.80 %
Lowe's Cos Inc 1.4M €0.79 %
BNP Paribas SA 1.4M €0.78 %
UniCredit SpA 1.3M €0.70 %
Canadian National Railway Co 1.3M €0.69 %
Barry Callebaut AG 1.3M €0.69 %
Wells Fargo & Co 1.2M €0.68 %
Canadian Pacific Kansas City Ltd 1.2M €0.65 %
Bank of America Corp 1.2M €0.64 %
Stellantis NV 1.1M €0.58 %
CRH PLC 922.8K €0.51 %
Rio Tinto Ltd 906.3K €0.50 %
Tesla Inc 905.1K €0.50 %
STMicroelectronics NV 905K €0.50 %
Lululemon Athletica Inc 904.2K €0.50 %
Infineon Technologies AG 875.4K €0.48 %
Goodman Group 868.5K €0.48 %
Royal Bank of Canada 861.8K €0.47 %
CSL Ltd 859.1K €0.47 %
Johnson & Johnson 857.3K €0.47 %
SLB Ltd 856K €0.47 %
Ingersoll Rand Inc 850.4K €0.47 %
Rollins Inc 835.2K €0.46 %
Keyence Corp 831.7K €0.46 %
Oracle Corp 819.7K €0.45 %
Puig Brands SA 817.9K €0.45 %
Comcast Corp 816.8K €0.45 %
National Grid PLC 810.5K €0.45 %
SAP SE 808.2K €0.44 %
WW Grainger Inc 805.8K €0.44 %
Salesforce Inc 803.3K €0.44 %
Omnicom Group Inc 795K €0.44 %
CBRE Group Inc 786.8K €0.43 %
BE Semiconductor Industries NV 784.8K €0.43 %
Public Storage 766.6K €0.42 %
NextEra Energy Inc 766.2K €0.42 %
T-Mobile US Inc 761.3K €0.42 %
Segro PLC 742.8K €0.41 %
Caterpillar Inc 741.8K €0.41 %
UnitedHealth Group Inc 710.8K €0.39 %
PepsiCo Inc 637.8K €0.35 %
AAK AB 577.9K €0.32 %