Titelia

Holdings of FOMENTO DE AHORROS E INVERSIONES, SICAV, S.A.

GESALCALA, S.A., S.G.I.I.C. ·82 declared positions · as of Dec 31, 2025

Original filing · Net assets 663.5M € · Ten largest lines: 48.7 % of the equity sleeve

Sector breakdown

  • Financials 16.0 %
  • Technology 15.5 %
  • Industrials 14.6 %
  • Consumer staples 6.5 %
  • Health care 4.6 %
  • Communication 4.5 %
  • Consumer discretionary 2.9 %
  • Materials 1.6 %
  • Energy 0.9 %
  • Utilities 0.3 %
  • Unattributed 32.7 %

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 27.7 %
  • FR 14.9 %
  • GB 12.3 %
  • DE 12.2 %
  • XS 10.5 %
  • NL 6.4 %
  • PT 4.2 %
  • ES 3.5 %
  • IE 2.8 %
  • CH 1.4 %
  • IT 1.3 %
  • TW 0.8 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US3320.1M €27.68 %
FR1310.8M €14.88 %
GB88.9M €12.27 %
DE118.9M €12.24 %
XS17.7M €10.54 %
NL14.6M €6.36 %
PT13M €4.18 %
ES22.5M €3.47 %
IE22M €2.82 %
CH21M €1.42 %
IT2968.4K €1.33 %
TW1596.6K €0.82 %

Positions

CompanySharesValueWeight
INVESCO PHYSICAL GOLD EUR HEDGE 7.7M €1.15 %
ASML Holding NV 4.6M €0.70 %
AXA SA 4M €0.60 %
Schneider Electric SE 3.7M €0.56 %
Coca-Cola Europacific Partners PLC 3.3M €0.49 %
adidas AG 3M €0.46 %
Jeronimo Martins SGPS SA 3M €0.46 %
Diageo PLC 2.6M €0.39 %
Indra Sistemas SA 1.7M €0.26 %
JPMorgan Chase & Co 1.7M €0.26 %
Ishares Physical Metals PLC 1.6M €0.24 %
BAE Systems PLC 1.6M €0.24 %
NVIDIA Corp 1.5M €0.23 %
Alphabet Inc 1.5M €0.23 %
Xtrackers ETC PLC 1.5M €0.22 %
Walmart Inc 1.4M €0.22 %
Rheinmetall AG 1.4M €0.21 %
Caterpillar Inc 1.3M €0.19 %
General Electric Co 1.2M €0.17 %
Apple Inc 1.1M €0.17 %
Microsoft Corp 937.1K €0.14 %
Visa Inc 905.2K €0.14 %
Allianz SE 901.7K €0.14 %
Bank of America Corp 838.9K €0.13 %
LVMH Moet Hennessy Louis Vuitton SE 826.2K €0.12 %
Banco Santander SA 771.5K €0.12 %
Amazon.com Inc 768.6K €0.12 %
Intesa Sanpaolo SpA 748.1K €0.11 %
Nestle SA 694.6K €0.10 %
HSBC Holdings PLC 686.6K €0.10 %
Meta Platforms Inc 627.5K €0.09 %
Broadcom Inc 624.1K €0.09 %
Taiwan Semiconductor Manufacturing Co Ltd 596.6K €0.09 %
AbbVie Inc 591.9K €0.09 %
Amgen Inc 567.4K €0.09 %
Eli Lilly & Co 548.7K €0.08 %
Fresenius SE & Co. KGaA 532.4K €0.08 %
Salesforce Inc 510.2K €0.08 %
SAP SE 462.1K €0.07 %
INVESCO PHY GOLD 458.2K €0.07 %
Novo Nordisk A/S 458.2K €0.07 %
Vinci SA 454.7K €0.07 %
Chevron Corp 399.6K €0.06 %
CRH PLC 393.6K €0.06 %
Goldman Sachs Group Inc/The 381.5K €0.06 %
RWE AG 344.2K €0.05 %
T-Mobile US Inc 343.8K €0.05 %
Roche Holding AG 340.2K €0.05 %
Samsung Electronics Co Ltd 305.9K €0.05 %
RTX Corp 284.4K €0.04 %
Shell PLC 281.4K €0.04 %
Tencent Holdings Ltd 254.5K €0.04 %
E.ON SE 252.6K €0.04 %
Blackstone Inc 244.2K €0.04 %
NetEase Inc 238.3K €0.04 %
EssilorLuxottica SA 237.5K €0.04 %
Prysmian SpA 220.3K €0.03 %
Orange SA 217.5K €0.03 %
Air Liquide SA 216.2K €0.03 %
Boston Scientific Corp 214.9K €0.03 %
Airbus SE 213.3K €0.03 %
Safran SA 207K €0.03 %
Air Liquide SA 206.1K €0.03 %
TotalEnergies SE 206.1K €0.03 %
BNP Paribas SA 193K €0.03 %
Informa PLC 192.7K €0.03 %
Compass Group PLC 190.2K €0.03 %
BYD Co Ltd 181.9K €0.03 %
Mercedes-Benz Group AG 169.2K €0.03 %
International Business Machines Corp. 168.1K €0.03 %
Bayerische Motoren Werke AG 162.2K €0.02 %
Siemens AG 162.1K €0.02 %
Progressive Corp/The 159.3K €0.02 %
Danaher Corp 141.6K €0.02 %
ConocoPhillips 135.7K €0.02 %
AstraZeneca PLC 134K €0.02 %
Cisco Systems, Inc. 129.8K €0.02 %
Abbott Laboratories 124.4K €0.02 %
Hermes International SCA 123.1K €0.02 %
Honeywell International Inc 114.4K €0.02 %
S&P Global Inc 106.3K €0.02 %
Netflix Inc 105.3K €0.02 %