Titelia

Holdings of PUNIN DO CABO, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·24 declared positions · as of Dec 31, 2025

Original filing · Net assets 16M € · Ten largest lines: 54.7 % of the equity sleeve

Sector breakdown

  • Financials 21.2 %
  • Industrials 14.3 %
  • Technology 9.7 %
  • Health care 7.6 %
  • Materials 7.5 %
  • Consumer staples 4.0 %
  • Communication 2.3 %
  • Energy 2.2 %
  • Consumer discretionary 1.6 %
  • Unattributed 29.5 %

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

  • FR 17.6 %
  • GB 16.0 %
  • CH 13.6 %
  • DE 12.2 %
  • NL 10.3 %
  • US 9.8 %
  • BE 7.7 %
  • IT 5.8 %
  • ES 3.8 %
  • PT 3.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1FR5243.4K €17.63 %
2GB3220.5K €15.97 %
3CH4187.4K €13.57 %
4DE3168.5K €12.20 %
5NL2141.6K €10.26 %
6US2135.5K €9.82 %
7BE2106.6K €7.72 %
8IT180.4K €5.82 %
9ES153K €3.84 %
10PT143.8K €3.17 %

Positions

RankCompanySharesValueWeight
1NatWest Group PLC 106.1K €0.66 %
2Magna International Inc 94.8K €0.59 %
3ASML Holding NV 93.1K €0.58 %
4Schneider Electric SE 86.2K €0.54 %
5UniCredit SpA 80.4K €0.50 %
6Bayerische Motoren Werke AG 62.5K €0.39 %
7BAE Systems PLC 60.2K €0.38 %
8Roche Holding AG 59.6K €0.37 %
9UBS Group AG 57.9K €0.36 %
10Anheuser-Busch InBev SA/NV 54.8K €0.34 %
11BASF SE 54.3K €0.34 %
12Aviva PLC 54.3K €0.34 %
13Merlin Properties Socimi SA 53K €0.33 %
14Elia Group SA/NV 51.8K €0.32 %
15Siemens AG 51.7K €0.32 %
16Cie de Saint-Gobain SA 49.1K €0.31 %
17ING Groep NV 48.5K €0.30 %
18Lonza Group AG 47.4K €0.30 %
19Sanofi SA 45.7K €0.29 %
20Jeronimo Martins SGPS SA 43.8K €0.27 %
21Microsoft Corp 40.7K €0.26 %
22Orange SA 32K €0.20 %
23TotalEnergies SE 30.4K €0.19 %
24Cie Financiere Richemont SA 22.5K €0.14 %