Titelia

Holdings of CIMBALARIA, S.A., SICAV

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

Net assets
74.7M € including 27.6M € in equities, 36.9 %
Positions
46 in 12 countries
Top ten
10.1 % of net assets
Filed on
Dec 31, 2025
Portfolio shape

Positions

RankCompanySharesValueWeight
1Microsoft Corp 905.4K €1.21 %
2Banco Bilbao Vizcaya Argentaria SA 802K €1.07 %
3UniCredit SpA 801.4K €1.07 %
4ACS Actividades de Construccion y Servicios SA 763.7K €1.02 %
5Heidelberg Materials AG 713.6K €0.96 %
6Ishares Physical Metals PLC 711.9K €0.95 %
7Gilead Sciences Inc 710.3K €0.95 %
8ASML Holding NV 709.5K €0.95 %
9Banco Santander SA 704.9K €0.94 %
10NVIDIA Corp 698.3K €0.93 %
11Tesla Inc 688.9K €0.92 %
12Siemens Energy AG 686.3K €0.92 %
13JPMorgan Chase & Co 685.5K €0.92 %
14Caterpillar Inc 682.5K €0.91 %
15Siemens AG 669.6K €0.90 %
16Babcock International Group PLC 641.1K €0.86 %
17Roche Holding AG 634.4K €0.85 %
18Schneider Electric SE 634.2K €0.85 %
19Merck & Co Inc 627K €0.84 %
20NU Holdings Ltd/Cayman Islands 626.8K €0.84 %
21Berkshire Hathaway Inc 620.2K €0.83 %
22Shell PLC 602.9K €0.81 %
23Goldman Sachs Group Inc/The 598.4K €0.80 %
24American Express Co 598.2K €0.80 %
25Novo Nordisk A/S 587.9K €0.79 %
26Tencent Holdings Ltd 586.3K €0.78 %
27Constellation Energy Corp. 586.2K €0.78 %
28Alphabet Inc 586K €0.78 %
29Airbus SE 575.4K €0.77 %
30Exxon Mobil Corp 563.2K €0.75 %
31Meta Platforms Inc 561.7K €0.75 %
32GE Vernova Inc 556.2K €0.74 %
33Uber Technologies Inc 542.4K €0.73 %
34Apple Inc 532.1K €0.71 %
35Taiwan Semiconductor Manufacturing Co Ltd 517.2K €0.69 %
36Rolls-Royce Holdings PLC 500.9K €0.67 %
37PulteGroup Inc 498.9K €0.67 %
38Cheniere Energy Inc 495.7K €0.66 %
39Safran SA 475.8K €0.64 %
40General Electric Co 471.8K €0.63 %
41Rheinmetall AG 468.3K €0.63 %
42Thales SA 459.6K €0.62 %
43Micron Technology Inc 437.2K €0.59 %
44Amazon.com Inc 392.9K €0.53 %
45Broadcom Inc 382.9K €0.51 %
46SAP SE 302.1K €0.40 %

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Sector breakdown

  • Industrials 22.7 %
  • Financials 19.7 %
  • Technology 16.3 %
  • Health care 9.3 %
  • Communication 6.3 %
  • Energy 6.0 %
  • Consumer discretionary 3.9 %
  • Materials 2.6 %
  • Utilities 2.1 %
  • Unattributed 11.1 %

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

  • United States 50.9 %
  • Germany 10.3 %
  • Spain 8.2 %
  • France 7.8 %
  • United Kingdom 6.3 %
  • Italy 2.9 %
  • Ireland 2.6 %
  • Netherlands 2.6 %
  • Switzerland 2.3 %
  • Denmark 2.1 %
  • Cayman Islands 2.1 %
  • Taiwan 1.9 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States2414M €50.91 %
2Germany52.8M €10.29 %
3Spain32.3M €8.23 %
4France42.1M €7.77 %
5United Kingdom31.7M €6.32 %
6Italy1801.4K €2.90 %
7Ireland1711.9K €2.58 %
8Netherlands1709.5K €2.57 %
9Switzerland1634.4K €2.30 %
10Denmark1587.9K €2.13 %
11Cayman Islands1586.3K €2.12 %
12Taiwan1517.2K €1.87 %
Cite this page

Titelia. "Holdings of CIMBALARIA, S.A., SICAV". https://titelia.com/en/funds/ESSICAV1709-0