Titelia

Holdings of COMPAÑIA GENERAL DE INVERSIONES SICAV SA

GESIURIS ASSET MANAGEMENT, SGIIC, S.A. ·30 declared positions · as of Dec 31, 2025

Original filing · Net assets 24.6M € · Ten largest lines: 56.8 % of the equity sleeve

Sector breakdown

  • Health care 27.0 %
  • Financials 12.6 %
  • Consumer discretionary 5.1 %
  • Materials 2.9 %
  • Consumer staples 2.6 %
  • Industrials 2.5 %
  • Energy 2.1 %
  • Unattributed 45.2 %

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 44.4 %
  • ES 36.2 %
  • CH 10.0 %
  • DE 5.0 %
  • FR 2.3 %
  • IT 2.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US163.7M €44.38 %
ES63M €36.19 %
CH3828.7K €10.01 %
DE3410.2K €4.96 %
FR1193.5K €2.34 %
IT1175.9K €2.13 %

Positions

CompanySharesValueWeight
CEMENTOS MOLINS 1.8M €7.51 %
Grifols SA 628.1K €2.55 %
Blackrock Inc 355.4K €1.44 %
Roche Holding AG 352.4K €1.43 %
Amgen Inc 278.7K €1.13 %
Regeneron Pharmaceuticals, Inc. 262.9K €1.07 %
Zoetis Inc 257.1K €1.05 %
Colonial SFL Socimi SA 243.2K €0.99 %
Straumann Holding AG 240.9K €0.98 %
Pfizer Inc 239.5K €0.97 %
Viatris Inc 239.5K €0.97 %
Align Technology Inc 239.3K €0.97 %
Medtronic PLC 237.2K €0.96 %
Marsh & McLennan Cos Inc 236.9K €0.96 %
Novartis AG 235.4K €0.96 %
Merck & Co Inc 233K €0.95 %
Booking Holdings Inc 228K €0.93 %
Constellation Brands Inc 211.4K €0.86 %
Uber Technologies Inc 208.7K €0.85 %
T Rowe Price Group Inc 200.5K €0.81 %
LVMH Moet Hennessy Louis Vuitton SE 193.5K €0.79 %
Eni SpA 175.9K €0.72 %
Fresenius SE & Co. KGaA 161.6K €0.66 %
UnitedHealth Group Inc 140.5K €0.57 %
Allianz SE 136.7K €0.56 %
Puig Brands SA 119K €0.48 %
Deutsche Boerse AG 111.9K €0.45 %
Alexandria Real Estate Equities, Inc. 104.2K €0.42 %
Miquel y Costas & Miquel SA 103.4K €0.42 %
NATURHOUSE HEALTH SA 55K €0.22 %