Titelia

Holdings of FEGON INVERSIONES, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·67 declared positions · as of Dec 31, 2025

Original filing · Net assets 17.7M € · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Technology 31.3 %
  • Financials 18.4 %
  • Industrials 9.1 %
  • Communication 8.5 %
  • Consumer discretionary 8.1 %
  • Health care 7.2 %
  • Consumer staples 5.0 %
  • Energy 2.8 %
  • Materials 1.5 %
  • Utilities 1.3 %
  • Real estate 1.2 %
  • Unattributed 5.7 %

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 61.3 %
  • DE 9.0 %
  • GB 7.1 %
  • NL 5.7 %
  • CH 4.7 %
  • ES 3.8 %
  • FR 3.6 %
  • TW 2.0 %
  • IT 1.0 %
  • SE 0.8 %
  • BE 0.6 %
  • DK 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US356.3M €61.29 %
2DE7915.5K €8.95 %
3GB7725.4K €7.09 %
4NL2580.2K €5.67 %
5CH5476K €4.66 %
6ES3383.5K €3.75 %
7FR3373.1K €3.65 %
8TW1206.6K €2.02 %
9IT1107K €1.05 %
10SE176.7K €0.75 %
11BE164.7K €0.63 %
12DK149.7K €0.49 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 605K €3.42 %
2Amazon.com Inc 509.9K €2.89 %
3Alphabet Inc 503.9K €2.85 %
4NVIDIA Corp 482.6K €2.73 %
5ASML Holding NV 357.5K €2.02 %
6Apple Inc 339.2K €1.92 %
7Meta Platforms Inc 278.6K €1.58 %
8Bank of America Corp 242.1K €1.37 %
9Charles Schwab Corp/The 228.5K €1.29 %
10JPMorgan Chase & Co 227K €1.29 %
11AMETEK Inc 224.9K €1.27 %
12ING Groep NV 222.7K €1.26 %
13Taiwan Semiconductor Manufacturing Co Ltd 206.6K €1.17 %
14Barclays PLC 200.9K €1.14 %
15SAP SE 186.9K €1.06 %
16Roche Holding AG 177.6K €1.01 %
17Schneider Electric SE 177.6K €1.01 %
18Palo Alto Networks Inc 172.4K €0.98 %
19Industria de Diseno Textil SA 168.5K €0.95 %
20Morgan Stanley 166.6K €0.94 %
21Walmart Inc 154.6K €0.87 %
22Exxon Mobil Corp 149.9K €0.85 %
23Siemens AG 149.7K €0.85 %
24Infineon Technologies AG 149.3K €0.85 %
25BAE Systems PLC 145.6K €0.82 %
26Allianz SE 144.9K €0.82 %
27Sanofi SA 139.5K €0.79 %
28Iberdrola SA 134.5K €0.76 %
29Coca-Cola Co/The 129.3K €0.73 %
303M Co 128.8K €0.73 %
31Broadcom Inc 128.7K €0.73 %
32Prologis Inc 122.9K €0.70 %
33Bayerische Motoren Werke AG 120.8K €0.68 %
34Thermo Fisher Scientific Inc 117.4K €0.66 %
35Pfizer Inc 113.6K €0.64 %
36Micron Technology Inc 110.5K €0.63 %
37UniCredit SpA 107K €0.61 %
38Delta Air Lines Inc 107K €0.61 %
39Visa Inc 96.1K €0.54 %
40Colgate-Palmolive Co 86.1K €0.49 %
41General Motors Co 85.6K €0.48 %
42BASF SE 85.4K €0.48 %
43UBS Group AG 84.7K €0.48 %
44Walt Disney Co/The 84K €0.48 %
45Shell PLC 82.7K €0.47 %
46Salesforce Inc 82.3K €0.47 %
47NatWest Group PLC 80.6K €0.46 %
48Merlin Properties Socimi SA 80.5K €0.46 %
49Eastman Chemical Co 79.4K €0.45 %
50Siemens Healthineers AG 78.6K €0.44 %
51Tesco PLC 78.5K €0.44 %
52Arista Networks Inc 77.2K €0.44 %
53Assa Abloy AB 76.7K €0.43 %
54US Bancorp 75.3K €0.43 %
55Otis Worldwide Corp 74.8K €0.42 %
56Nestle SA 74.7K €0.42 %
57Lonza Group AG 73.3K €0.42 %
58Amphenol Corp 73.3K €0.41 %
59Nucor Corp 72.5K €0.41 %
60Xylem Inc/NY 70.2K €0.40 %
61Segro PLC 69.9K €0.40 %
62AstraZeneca PLC 67.2K €0.38 %
63Vertex Pharmaceuticals Inc 66.4K €0.38 %
64Cie Financiere Richemont SA 65.6K €0.37 %
65Anheuser-Busch InBev SA/NV 64.7K €0.37 %
66TotalEnergies SE 55.9K €0.32 %
67Novo Nordisk A/S 49.7K €0.28 %