Titelia

Holdings of ALORAM INVERSIONES SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·25 declared positions · as of Dec 31, 2025

Original filing · Net assets 3.3M € · Ten largest lines: 54.6 % of the equity sleeve

Sector breakdown

  • Financials 21.8 %
  • Industrials 16.6 %
  • Technology 9.8 %
  • Health care 7.7 %
  • Materials 7.7 %
  • Consumer staples 5.1 %
  • Communication 2.4 %
  • Energy 2.3 %
  • Consumer discretionary 1.7 %
  • Unattributed 25.1 %

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

  • FR 19.0 %
  • GB 16.4 %
  • DE 14.5 %
  • CH 13.8 %
  • NL 10.4 %
  • BE 7.9 %
  • IT 6.0 %
  • ES 5.9 %
  • PT 3.3 %
  • US 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1FR657K €18.99 %
2GB349.2K €16.39 %
3DE343.5K €14.48 %
4CH441.3K €13.76 %
5NL231.1K €10.36 %
6BE223.8K €7.91 %
7IT117.9K €5.98 %
8ES217.6K €5.86 %
9PT19.8K €3.25 %
10US19.1K €3.02 %

Positions

RankCompanySharesValueWeight
1NatWest Group PLC 23.7K €0.71 %
2ASML Holding NV 20.3K €0.61 %
3Schneider Electric SE 19K €0.57 %
4UniCredit SpA 17.9K €0.54 %
5Siemens AG 17.5K €0.52 %
6Bayerische Motoren Werke AG 13.9K €0.42 %
7BAE Systems PLC 13.4K €0.40 %
8Roche Holding AG 13K €0.39 %
9UBS Group AG 12.9K €0.39 %
10Anheuser-Busch InBev SA/NV 12.2K €0.37 %
11Aviva PLC 12.2K €0.36 %
12BASF SE 12.1K €0.36 %
13Merlin Properties Socimi SA 11.8K €0.35 %
14Elia Group SA/NV 11.5K €0.34 %
15Cie de Saint-Gobain SA 11K €0.33 %
16ING Groep NV 10.8K €0.32 %
17Lonza Group AG 10.4K €0.31 %
18Sanofi SA 10.2K €0.30 %
19Jeronimo Martins SGPS SA 9.8K €0.29 %
20Microsoft Corp 9.1K €0.27 %
21Orange SA 7.1K €0.21 %
22TotalEnergies SE 6.8K €0.20 %
23Acerinox SA 5.8K €0.17 %
24Cie Financiere Richemont SA 5K €0.15 %
25L'Oreal SA 2.9K €0.09 %