Titelia

Holdings of CUERNAVACA INVEST, SICAV S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. · Original filing · Compare with another fund · Report an error

Net assets
6M € including 423.5K € in equities, 7.1 %
Positions
45 in 11 countries
Top ten
4.6 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Pharma Mar SA 160.6K €2.69 %
2Telefonica SA 46.2K €0.77 %
3ASML Holding NV 9.2K €0.15 %
4Siemens AG 9.1K €0.15 %
5Assa Abloy AB 8.6K €0.14 %
6UBS Group AG 8.3K €0.14 %
7Schneider Electric SE 8.2K €0.14 %
8Roche Holding AG 7.8K €0.13 %
9Cie Financiere Richemont SA 7.2K €0.12 %
10BAE Systems PLC 7K €0.12 %
11Allianz SE 7K €0.12 %
12ING Groep NV 7K €0.12 %
13Barclays PLC 6.7K €0.11 %
14Iberdrola SA 6.4K €0.11 %
15Orange SA 6.4K €0.11 %
16Lonza Group AG 5.8K €0.10 %
17Societe Generale SA 5.7K €0.10 %
18Aviva PLC 5.6K €0.09 %
19Tesco PLC 5.1K €0.09 %
20Deutsche Post AG 5.1K €0.09 %
21NatWest Group PLC 5K €0.08 %
22Merlin Properties Socimi SA 5K €0.08 %
23Sanofi SA 5K €0.08 %
24Elia Group SA/NV 4.9K €0.08 %
25Industria de Diseno Textil SA 4.9K €0.08 %
26Infineon Technologies AG 4.8K €0.08 %
27SAP SE 4.8K €0.08 %
28Cie de Saint-Gobain SA 4.4K €0.07 %
29UniCredit SpA 4.3K €0.07 %
30Heidelberg Materials AG 4.2K €0.07 %
31Anheuser-Busch InBev SA/NV 4.1K €0.07 %
32TotalEnergies SE 4.1K €0.07 %
33BASF SE 3.8K €0.06 %
34AXA SA 3.7K €0.06 %
35Novo Nordisk A/S 3.4K €0.06 %
36Jeronimo Martins SGPS SA 3.1K €0.05 %
37Shell PLC 2.8K €0.05 %
38Bayerische Motoren Werke AG 2.7K €0.05 %
39Nestle SA 2.6K €0.04 %
40Merck KGaA 2.6K €0.04 %
41AstraZeneca PLC 2.5K €0.04 %
42Ferrari NV 2.2K €0.04 %
43Siemens Healthineers AG 1.9K €0.03 %
44Coca-Cola Europacific Partners PLC 1.8K €0.03 %
45Puig Brands SA 1.8K €0.03 %

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Sector breakdown

  • Financials 11.3 %
  • Industrials 9.0 %
  • Technology 4.4 %
  • Health care 4.4 %
  • Materials 2.9 %
  • Consumer discretionary 2.9 %
  • Energy 1.6 %
  • Consumer staples 1.6 %
  • Utilities 1.5 %
  • Communication 1.5 %
  • Unattributed 58.9 %

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

  • Spain 53.1 %
  • Germany 10.9 %
  • France 8.9 %
  • United Kingdom 8.6 %
  • Switzerland 7.5 %
  • Netherlands 3.8 %
  • Belgium 2.1 %
  • Sweden 2.0 %
  • Italy 1.5 %
  • Denmark 0.8 %
  • Portugal 0.7 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1Spain6224.8K €53.09 %
2Germany1046K €10.87 %
3France737.5K €8.86 %
4United Kingdom836.6K €8.65 %
5Switzerland531.7K €7.47 %
6Netherlands216.2K €3.83 %
7Belgium29K €2.13 %
8Sweden18.6K €2.02 %
9Italy26.6K €1.55 %
10Denmark13.4K €0.81 %
11Portugal13.1K €0.73 %
Cite this page

Titelia. "Holdings of CUERNAVACA INVEST, SICAV S.A.". https://titelia.com/en/funds/ESSICAV1564-0