Titelia

Holdings of VEGA DE LO CONCA CARTERA DE INVERSION, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·68 declared positions · as of Dec 31, 2025

Original filing · Net assets 12.2M € · Ten largest lines: 39.7 % of the equity sleeve

Sector breakdown

  • Technology 28.9 %
  • Financials 16.9 %
  • Industrials 8.4 %
  • Communication 7.8 %
  • Consumer discretionary 7.5 %
  • Health care 6.6 %
  • Consumer staples 4.6 %
  • Energy 2.6 %
  • Materials 1.4 %
  • Utilities 1.2 %
  • Real estate 1.1 %
  • Unattributed 13.0 %

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 56.5 %
  • DE 8.3 %
  • IE 7.7 %
  • GB 6.6 %
  • NL 5.2 %
  • CH 4.3 %
  • ES 3.5 %
  • FR 3.4 %
  • TW 1.9 %
  • IT 1.0 %
  • SE 0.7 %
  • BE 0.6 %
  • Other countries 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US352.7M €56.49 %
2DE7398.6K €8.27 %
3IE1371.7K €7.71 %
4GB7316.4K €6.57 %
5NL2252.5K €5.24 %
6CH5207.4K €4.30 %
7ES3167.4K €3.47 %
8FR3162.8K €3.38 %
9TW190K €1.87 %
10IT146.2K €0.96 %
11SE133.5K €0.69 %
12BE128.2K €0.58 %

Positions

RankCompanySharesValueWeight
1Ishares Physical Metals PLC 371.7K €3.06 %
2Microsoft Corp 263.4K €2.17 %
3Amazon.com Inc 221.8K €1.82 %
4Alphabet Inc 219.2K €1.80 %
5NVIDIA Corp 210.1K €1.73 %
6ASML Holding NV 155.7K €1.28 %
7Apple Inc 147.4K €1.21 %
8Meta Platforms Inc 120.8K €0.99 %
9Bank of America Corp 105.1K €0.86 %
10Charles Schwab Corp/The 99.1K €0.82 %
11JPMorgan Chase & Co 98.4K €0.81 %
12AMETEK Inc 97.7K €0.80 %
13ING Groep NV 96.8K €0.80 %
14Taiwan Semiconductor Manufacturing Co Ltd 90K €0.74 %
15Barclays PLC 87.2K €0.72 %
16SAP SE 81.5K €0.67 %
17Schneider Electric SE 77.5K €0.64 %
18Roche Holding AG 77.2K €0.63 %
19Palo Alto Networks Inc 75.1K €0.62 %
20Industria de Diseno Textil SA 73.5K €0.60 %
21Morgan Stanley 72.4K €0.60 %
22Walmart Inc 65.8K €0.54 %
23Infineon Technologies AG 65.5K €0.54 %
24Exxon Mobil Corp 65.3K €0.54 %
25Siemens AG 65.3K €0.54 %
26BAE Systems PLC 63.7K €0.52 %
27Allianz SE 62.5K €0.51 %
28Sanofi SA 60.6K €0.50 %
29Iberdrola SA 58.6K €0.48 %
30Coca-Cola Co/The 56.2K €0.46 %
313M Co 55.9K €0.46 %
32Broadcom Inc 55.7K €0.46 %
33Prologis Inc 52.9K €0.44 %
34Bayerische Motoren Werke AG 52.5K €0.43 %
35Thermo Fisher Scientific Inc 51.3K €0.42 %
36Pfizer Inc 49K €0.40 %
37Micron Technology Inc 48.1K €0.40 %
38Delta Air Lines Inc 46.7K €0.38 %
39UniCredit SpA 46.2K €0.38 %
40Visa Inc 42.1K €0.35 %
41Colgate-Palmolive Co 37.6K €0.31 %
42UBS Group AG 37.1K €0.31 %
43BASF SE 37.1K €0.30 %
44General Motors Co 37K €0.30 %
45Walt Disney Co/The 36.9K €0.30 %
46Shell PLC 36.3K €0.30 %
47Salesforce Inc 35.8K €0.29 %
48Merlin Properties Socimi SA 35.3K €0.29 %
49NatWest Group PLC 35.2K €0.29 %
50Tesco PLC 34.3K €0.28 %
51Eastman Chemical Co 34.3K €0.28 %
52Siemens Healthineers AG 34.2K €0.28 %
53Arista Networks Inc 33.9K €0.28 %
54Assa Abloy AB 33.5K €0.28 %
55US Bancorp 32.8K €0.27 %
56Nestle SA 32.6K €0.27 %
57Otis Worldwide Corp 32.5K €0.27 %
58Lonza Group AG 32.3K €0.27 %
59Amphenol Corp 31.9K €0.26 %
60Nucor Corp 31.2K €0.26 %
61Segro PLC 30.7K €0.25 %
62Xylem Inc/NY 30.6K €0.25 %
63AstraZeneca PLC 28.9K €0.24 %
64Vertex Pharmaceuticals Inc 28.6K €0.23 %
65Anheuser-Busch InBev SA/NV 28.2K €0.23 %
66Cie Financiere Richemont SA 28.1K €0.23 %
67TotalEnergies SE 24.7K €0.20 %
68Novo Nordisk A/S 21.9K €0.18 %