Titelia

Holdings of SWM GLOBAL FLEXIBLE,FI

SINGULAR ASSET MANAGEMENT, SGIIC, S.A. ·32 declared positions · as of Dec 31, 2025

Original filing · Net assets 54.3M € · Ten largest lines: 55.3 % of the equity sleeve

Sector breakdown

  • Technology 17.0 %
  • Health care 10.4 %
  • Consumer discretionary 10.3 %
  • Communication 9.9 %
  • Financials 9.4 %
  • Materials 6.5 %
  • Consumer staples 4.2 %
  • Energy 3.9 %
  • Industrials 1.5 %
  • Unattributed 26.8 %

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

  • US 44.9 %
  • GB 11.7 %
  • ES 11.1 %
  • CH 9.0 %
  • NL 8.6 %
  • DE 8.0 %
  • PT 2.5 %
  • KY 2.4 %
  • FI 1.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US113.6M €44.91 %
GB5944.2K €11.72 %
ES4892.5K €11.08 %
CH3728.7K €9.05 %
NL3693.8K €8.61 %
DE3648.4K €8.05 %
PT1200.8K €2.49 %
KY1195.5K €2.43 %
FI1134.4K €1.67 %

Positions

CompanySharesValueWeight
Alphabet Inc 801.5K €1.48 %
Microsoft Corp 597.9K €1.10 %
JPMorgan Chase & Co 521.2K €0.96 %
ASML Holding NV 460.7K €0.85 %
Alibaba Group Holding Ltd 436.8K €0.81 %
Amazon.com Inc 393K €0.72 %
Glencore PLC 326.2K €0.60 %
Repsol SA 318.5K €0.59 %
Shell PLC 314.8K €0.58 %
Roche Holding AG 282K €0.52 %
Porsche Automobil Holding SE 279.4K €0.52 %
Visa Inc 238.9K €0.44 %
Novartis AG 235.4K €0.43 %
Puig Brands SA 223.1K €0.41 %
Cellnex Telecom SA 219.4K €0.40 %
Pfizer Inc 212K €0.39 %
Nestle SA 211.4K €0.39 %
NOS SGPS SA 200.8K €0.37 %
BASF SE 199.9K €0.37 %
JD.COM INC 195.5K €0.36 %
Pluxee NV 177.4K €0.33 %
adidas AG 169.1K €0.31 %
Outokumpu Oyj 134.4K €0.25 %
Enagas SA 131.5K €0.24 %
Diageo PLC 128.7K €0.24 %
Adobe Inc 119.2K €0.22 %
Rolls-Royce Holdings PLC 118.6K €0.22 %
Salesforce Inc 112.8K €0.21 %
Abbott Laboratories 106.7K €0.20 %
Palo Alto Networks Inc 78.4K €0.14 %
Zegona Communications plc 56K €0.10 %
Corbion NV 55.7K €0.10 %