Titelia

Holdings of FLMCINCO, SICAV S.A.

CAIXABANK ASSET MANAGEMENT SGIIC, S.A. ·34 declared positions · as of Dec 31, 2025

Original filing · Net assets 15M € · Ten largest lines: 52.4 % of the equity sleeve

Sector breakdown

  • Financials 23.9 %
  • Technology 18.6 %
  • Consumer discretionary 15.7 %
  • Communication 14.7 %
  • Industrials 8.5 %
  • Health care 7.8 %
  • Consumer staples 3.8 %
  • Energy 1.5 %
  • Unattributed 5.5 %

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

  • US 47.9 %
  • FR 15.3 %
  • ES 15.2 %
  • CH 8.3 %
  • NL 5.2 %
  • IT 4.7 %
  • DE 2.0 %
  • GB 1.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US142.9M €47.95 %
2FR7939.8K €15.33 %
3ES5930.9K €15.18 %
4CH2509.7K €8.31 %
5NL2318K €5.19 %
6IT2289.9K €4.73 %
7DE1121.5K €1.98 %
8GB182K €1.34 %

Positions

RankCompanySharesValueWeight
1Meta Platforms Inc 393.2K €2.62 %
2UBS Group AG 381.1K €2.54 %
3Microsoft Corp 378.6K €2.52 %
4Alphabet Inc 351.6K €2.34 %
5Industria de Diseno Textil SA 309.9K €2.06 %
6Apple Inc 296.1K €1.97 %
7Amazon.com Inc 278.9K €1.86 %
8Airbus SE 277.8K €1.85 %
9Banco Santander SA 277.2K €1.85 %
10Merck & Co Inc 271.4K €1.81 %
11Coca-Cola Co/The 232K €1.54 %
12Banco Bilbao Vizcaya Argentaria SA 223.2K €1.49 %
13LVMH Moet Hennessy Louis Vuitton SE 222.5K €1.48 %
14Citigroup Inc 212.7K €1.42 %
15ASML Holding NV 184.3K €1.23 %
16Orange SA 158.8K €1.06 %
17NVIDIA Corp 158.7K €1.06 %
18Home Depot Inc/The 150.8K €1.00 %
19Intesa Sanpaolo SpA 148K €0.99 %
20UniCredit SpA 141.8K €0.94 %
21BE Semiconductor Industries NV 133.8K €0.89 %
22Roche Holding AG 128.7K €0.86 %
23Deutsche Post AG 121.5K €0.81 %
24Vinci SA 120.1K €0.80 %
25TotalEnergies SE 94.5K €0.63 %
26Prudential PLC 82K €0.55 %
27Estee Lauder Cos Inc/The 76.6K €0.51 %
28Salesforce Inc 73.3K €0.49 %
29Repsol SA 63.7K €0.42 %
30Acerinox SA 57K €0.38 %
31Adobe Inc 52.1K €0.35 %
32Credit Agricole SA 37.7K €0.25 %
33Carrefour SA 28.5K €0.19 %
34Jackson Financial Inc 14.2K €0.09 %