Titelia

Holdings of MORINVEST, SICAV, S.A.

BBVA ASSET MANAGEMENT, S.A., SGIIC ·131 declared positions · as of Dec 31, 2025

Original filing · Net assets 658.6M € · Ten largest lines: 26.7 % of the equity sleeve

Sector breakdown

  • Technology 20.9 %
  • Financials 14.7 %
  • Health care 11.9 %
  • Consumer discretionary 11.4 %
  • Communication 7.8 %
  • Materials 7.2 %
  • Industrials 6.0 %
  • Consumer staples 4.6 %
  • Energy 3.4 %
  • Utilities 2.1 %
  • Real estate 0.7 %
  • Unattributed 9.4 %

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 69.7 %
  • CA 5.2 %
  • FR 4.2 %
  • JP 4.0 %
  • GB 4.0 %
  • DK 3.3 %
  • NL 2.8 %
  • DE 2.6 %
  • SE 1.3 %
  • IT 1.0 %
  • IE 0.9 %
  • ES 0.6 %
  • Other countries 0.5 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US75100.4M €69.71 %
CA37.6M €5.24 %
FR116M €4.18 %
JP75.8M €4.04 %
GB65.7M €3.97 %
DK34.8M €3.32 %
NL64M €2.78 %
DE43.7M €2.56 %
SE11.8M €1.27 %
IT21.4M €0.96 %
IE21.3M €0.89 %
ES3800K €0.56 %

Positions

CompanySharesValueWeight
NVIDIA Corp 6.3M €0.96 %
Amazon.com Inc 5.8M €0.87 %
Microsoft Corp 5.3M €0.80 %
Canadian National Railway Co 3.4M €0.51 %
Canadian Pacific Kansas City Ltd 3.3M €0.50 %
Danaher Corp 3.2M €0.49 %
Apple Inc 3M €0.46 %
Meta Platforms Inc 2.9M €0.44 %
Walt Disney Co/The 2.8M €0.43 %
Linde PLC 2.4M €0.36 %
Novo Nordisk A/S 2.3M €0.34 %
Alphabet Inc 2.2M €0.33 %
Safran SA 2.2M €0.33 %
Mastercard Inc 2.2M €0.33 %
McDonald's Corp. 2.1M €0.32 %
PepsiCo Inc 2.1M €0.32 %
Occidental Petroleum Corp 2.1M €0.32 %
Analog Devices Inc 2M €0.31 %
Berkshire Hathaway Inc 1.9M €0.29 %
Compass Group PLC 1.9M €0.29 %
Constellation Brands Inc 1.9M €0.29 %
NXP Semiconductors NV 1.9M €0.28 %
Charles Schwab Corp/The 1.9M €0.28 %
Volvo AB 1.8M €0.28 %
ASML Holding NV 1.8M €0.28 %
American Express Co 1.8M €0.27 %
Take-Two Interactive Software Inc 1.8M €0.27 %
Bank of America Corp 1.7M €0.26 %
UnitedHealth Group Inc 1.7M €0.25 %
AbbVie Inc 1.7M €0.25 %
Visa Inc 1.6M €0.24 %
Arthur J Gallagher & Co 1.6M €0.24 %
Bristol-Myers Squibb Co 1.5M €0.23 %
Rio Tinto PLC 1.5M €0.23 %
Southern Co/The 1.5M €0.23 %
Lowe's Cos Inc 1.5M €0.23 %
Fidelity National Information Services Inc 1.5M €0.23 %
Broadcom Inc 1.5M €0.23 %
Wells Fargo & Co 1.5M €0.23 %
Regeneron Pharmaceuticals, Inc. 1.5M €0.23 %
Baker Hughes Co 1.5M €0.22 %
Novonesis Novozymes B 1.5M €0.22 %
Thermo Fisher Scientific Inc 1.4M €0.22 %
Shin-Etsu Chemical Co Ltd 1.4M €0.21 %
NextEra Energy Inc 1.4M €0.21 %
Howmet Aerospace Inc 1.3M €0.20 %
Sony Group Corp 1.3M €0.20 %
SLB Ltd 1.3M €0.20 %
Shell PLC 1.3M €0.20 %
ServiceNow Inc 1.3M €0.19 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1.3M €0.19 %
UniCredit SpA 1.3M €0.19 %
S&P Global Inc 1.2M €0.19 %
3M Co 1.2M €0.19 %
adidas AG 1.2M €0.18 %
Ishares Physical Metals PLC 1.2M €0.18 %
Trane Technologies PLC 1.1M €0.17 %
Fifth Third Bancorp 1.1M €0.17 %
Infineon Technologies AG 1.1M €0.16 %
Legrand SA 1.1M €0.16 %
Carlsberg AS 1.1M €0.16 %
Japan Exchange Group Inc 972K €0.15 %
American Tower Corp 947K €0.14 %
Biogen Inc 946K €0.14 %
Ecolab Inc 932K €0.14 %
Oracle Corp 919K €0.14 %
Uber Technologies Inc 905K €0.14 %
Danone SA 890K €0.14 %
Morgan Stanley 867K €0.13 %
Nutrien Ltd 862K €0.13 %
Salesforce Inc 813K €0.12 %
Burlington Stores Inc 782K €0.12 %
Lam Research Corp 778K €0.12 %
Hilton Worldwide Holdings Inc 770K €0.12 %
Aon PLC 752K €0.11 %
Hoya Corp 735K €0.11 %
Diageo PLC 735K €0.11 %
Stryker Corp 725K €0.11 %
Vertex Pharmaceuticals Inc 664K €0.10 %
Keyence Corp 617K €0.09 %
Intuit Inc 564K €0.09 %
Capgemini SE 562K €0.09 %
Indra Sistemas SA 557K €0.08 %
Rio Tinto PLC 532K €0.08 %
Chipotle Mexican Grill Inc 519K €0.08 %
Rakuten Bank Ltd 504K €0.08 %
Workday Inc 485K €0.07 %
Procter & Gamble Co/The 391K €0.06 %
Airbus SE 390K €0.06 %
Moody's Corp 337K €0.05 %
LVMH Moet Hennessy Louis Vuitton SE 289K €0.04 %
Daikin Industries Ltd 244K €0.04 %
Schneider Electric SE 163K €0.02 %
Mondelez International Inc 161K €0.02 %
Zoetis Inc 161K €0.02 %
Spotify Technology SA 158K €0.02 %
Siemens AG 155K €0.02 %
Veolia Environnement SA 149K €0.02 %
Elevance Health Inc 149K €0.02 %
Otis Worldwide Corp 149K €0.02 %