Titelia

Holdings of FINANCIERA PONFERRADA, S.A., SICAV

RENTA 4 GESTORA, S.G.I.I.C., S.A. ·55 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.6M € · Ten largest lines: 29 % of the equity sleeve

Sector breakdown

  • Technology 21.4 %
  • Financials 15.0 %
  • Consumer discretionary 9.0 %
  • Health care 7.8 %
  • Utilities 7.0 %
  • Materials 5.9 %
  • Industrials 5.8 %
  • Consumer staples 5.3 %
  • Energy 4.6 %
  • Communication 3.7 %
  • Unattributed 14.6 %

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 47.2 %
  • FR 18.8 %
  • ES 13.1 %
  • DE 7.3 %
  • CH 5.9 %
  • NL 3.2 %
  • GB 2.3 %
  • IT 2.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US276.9M €47.15 %
2FR92.8M €18.85 %
3ES61.9M €13.14 %
4DE51.1M €7.34 %
5CH4870.2K €5.93 %
6NL2472K €3.22 %
7GB1334.3K €2.28 %
8IT1307.5K €2.10 %

Positions

RankCompanySharesValueWeight
1Iberdrola SA 472.2K €1.92 %
2Microsoft Corp 469.4K €1.91 %
3Vinci SA 465.8K €1.90 %
4Broadcom Inc 456.7K €1.86 %
5Amazon.com Inc 422.5K €1.72 %
6Banco Santander SA 415.9K €1.69 %
7Alphabet Inc 406.1K €1.65 %
8Danone SA 399.3K €1.63 %
9BNP Paribas SA 381.3K €1.55 %
10Industria de Diseno Textil SA 364K €1.48 %
11Visa Inc 355.3K €1.45 %
12Infineon Technologies AG 346K €1.41 %
13Engie SA 345.1K €1.41 %
14TotalEnergies SE 337.3K €1.37 %
15Shell PLC 334.3K €1.36 %
16Blackstone Inc 320.2K €1.30 %
17Telefonica SA 313.2K €1.28 %
18Prysmian SpA 307.5K €1.25 %
19Koninklijke KPN NV 306.2K €1.25 %
20Bank of America Corp 301.5K €1.23 %
21Salesforce Inc 300K €1.22 %
22Eli Lilly & Co 292.8K €1.19 %
23JPMorgan Chase & Co 290.8K €1.18 %
24Home Depot Inc/The 287.1K €1.17 %
25Apple Inc 280.1K €1.14 %
26Merck & Co Inc 263.5K €1.07 %
27Smurfit Westrock PLC 258.4K €1.05 %
28Bayerische Motoren Werke AG 248.7K €1.01 %
29Thermo Fisher Scientific Inc 246.7K €1.00 %
30Cie Generale des Etablissements Michelin SCA 242.1K €0.99 %
31LVMH Moet Hennessy Louis Vuitton SE 241.9K €0.99 %
32Linde PLC 239.1K €0.97 %
33SGS SA 234.3K €0.95 %
34Nestle SA 232.7K €0.95 %
35SAP SE 225K €0.92 %
36Sempra 205.2K €0.84 %
37Airbus SE 202.4K €0.82 %
38Lonza Group AG 202.2K €0.82 %
39Roche Holding AG 201K €0.82 %
40International Flavors & Fragrances Inc 200.8K €0.82 %
41CSX Corp 189.5K €0.77 %
42Repsol SA 187.9K €0.77 %
43Cellnex Telecom SA 175.6K €0.71 %
44Adobe Inc 172.8K €0.70 %
45BASF SE 169.3K €0.69 %
46ASML Holding NV 165.9K €0.68 %
47Palo Alto Networks Inc 153.7K €0.63 %
48Pernod Ricard SA 151.3K €0.62 %
49Coca-Cola Co/The 143.4K €0.58 %
50NVIDIA Corp 141.3K €0.58 %
51Blackrock Inc 138.5K €0.56 %
52Estee Lauder Cos Inc/The 136.4K €0.56 %
53Spotify Technology SA 131K €0.53 %
54Datadog Inc 118.1K €0.48 %
55Puma SE 88.8K €0.36 %