Titelia

Holdings of CIMBALARIA, S.A., SICAV

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·46 declared positions · as of Dec 31, 2025

Original filing · Net assets 74.7M € · Ten largest lines: 27.3 % of the equity sleeve

Sector breakdown

  • Industrials 22.7 %
  • Financials 19.7 %
  • Technology 18.8 %
  • Health care 9.3 %
  • Communication 6.3 %
  • Energy 6.0 %
  • Consumer discretionary 3.9 %
  • Utilities 2.1 %
  • Unattributed 11.1 %

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 50.9 %
  • DE 10.3 %
  • ES 8.2 %
  • FR 7.8 %
  • GB 6.3 %
  • IT 2.9 %
  • IE 2.6 %
  • NL 2.6 %
  • CH 2.3 %
  • DK 2.1 %
  • KY 2.1 %
  • TW 1.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US2414M €50.91 %
DE52.8M €10.29 %
ES32.3M €8.23 %
FR42.1M €7.77 %
GB31.7M €6.32 %
IT1801.4K €2.90 %
IE1711.9K €2.58 %
NL1709.5K €2.57 %
CH1634.4K €2.30 %
DK1587.9K €2.13 %
KY1586.3K €2.12 %
TW1517.2K €1.87 %

Positions

CompanySharesValueWeight
Microsoft Corp 905.4K €1.21 %
Banco Bilbao Vizcaya Argentaria SA 802K €1.07 %
UniCredit SpA 801.4K €1.07 %
ACS Actividades de Construccion y Servicios SA 763.7K €1.02 %
Heidelberg Materials AG 713.6K €0.96 %
Ishares Physical Metals PLC 711.9K €0.95 %
Gilead Sciences Inc 710.3K €0.95 %
ASML Holding NV 709.5K €0.95 %
Banco Santander SA 704.9K €0.94 %
NVIDIA Corp 698.3K €0.93 %
Tesla Inc 688.9K €0.92 %
Siemens Energy AG 686.3K €0.92 %
JPMorgan Chase & Co 685.5K €0.92 %
Caterpillar Inc 682.5K €0.91 %
Siemens AG 669.6K €0.90 %
Babcock International Group PLC 641.1K €0.86 %
Roche Holding AG 634.4K €0.85 %
Schneider Electric SE 634.2K €0.85 %
Merck & Co Inc 627K €0.84 %
NU Holdings Ltd/Cayman Islands 626.8K €0.84 %
Berkshire Hathaway Inc 620.2K €0.83 %
Shell PLC 602.9K €0.81 %
Goldman Sachs Group Inc/The 598.4K €0.80 %
American Express Co 598.2K €0.80 %
Novo Nordisk A/S 587.9K €0.79 %
Tencent Holdings Ltd 586.3K €0.78 %
Constellation Energy Corp. 586.2K €0.78 %
Alphabet Inc 586K €0.78 %
Airbus SE 575.4K €0.77 %
Exxon Mobil Corp 563.2K €0.75 %
Meta Platforms Inc 561.7K €0.75 %
GE Vernova Inc 556.2K €0.74 %
Uber Technologies Inc 542.4K €0.73 %
Apple Inc 532.1K €0.71 %
Taiwan Semiconductor Manufacturing Co Ltd 517.2K €0.69 %
Rolls-Royce Holdings PLC 500.9K €0.67 %
PulteGroup Inc 498.9K €0.67 %
Cheniere Energy Inc 495.7K €0.66 %
Safran SA 475.8K €0.64 %
General Electric Co 471.8K €0.63 %
Rheinmetall AG 468.3K €0.63 %
Thales SA 459.6K €0.62 %
Micron Technology Inc 437.2K €0.59 %
Amazon.com Inc 392.9K €0.53 %
Broadcom Inc 382.9K €0.51 %
SAP SE 302.1K €0.40 %