Titelia

Holdings of ACTIUM DE INVERSIONES, SICAV S.A.

AMUNDI IBERIA, SGIIC, S.A. ·58 declared positions · as of Dec 31, 2025

Original filing · Net assets 9.8M € · Ten largest lines: 39.4 % of the equity sleeve

Sector breakdown

  • Technology 29.4 %
  • Financials 17.0 %
  • Consumer discretionary 13.5 %
  • Industrials 9.5 %
  • Communication 8.9 %
  • Health care 4.2 %
  • Consumer staples 2.3 %
  • Real estate 1.6 %
  • Energy 1.2 %
  • Materials 1.0 %
  • Unattributed 11.3 %

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 44.1 %
  • NL 13.1 %
  • FR 10.2 %
  • IT 7.6 %
  • DE 7.3 %
  • ES 7.2 %
  • GB 6.7 %
  • CH 1.8 %
  • IE 1.1 %
  • DK 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US251.4M €44.08 %
2NL4408.2K €13.07 %
3FR7317.2K €10.16 %
4IT4237.9K €7.62 %
5DE4227.8K €7.30 %
6ES5223.9K €7.17 %
7GB5210.1K €6.73 %
8CH255.7K €1.79 %
9IE135.6K €1.14 %
10DK129.4K €0.94 %

Positions

RankCompanySharesValueWeight
1ASML Holding NV 300.4K €3.08 %
2Intesa Sanpaolo SpA 146K €1.50 %
3Amazon.com Inc 137.6K €1.41 %
4SAP SE 125.6K €1.29 %
5Alphabet Inc 119.9K €1.23 %
6Microsoft Corp 92.6K €0.95 %
7LVMH Moet Hennessy Louis Vuitton SE 90.3K €0.93 %
8Apple Inc 75.2K €0.77 %
9Broadcom Inc 70.7K €0.73 %
10JPMorgan Chase & Co 70.5K €0.72 %
11Meta Platforms Inc 70.3K €0.72 %
12Safran SA 69.9K €0.72 %
13Barclays PLC 68.1K €0.70 %
14Industria de Diseno Textil SA 64.8K €0.66 %
15AstraZeneca PLC 58.4K €0.60 %
16Banco Santander SA 57.9K €0.59 %
17Walmart Inc 52.2K €0.53 %
18Curtiss-Wright Corp 51.6K €0.53 %
19Welltower Inc 50.9K €0.52 %
20International Business Machines Corp. 49.2K €0.50 %
21Koninklijke Ahold Delhaize NV 48.8K €0.50 %
22Cisco Systems, Inc. 48.2K €0.49 %
23Gaztransport Et Technigaz SA 47K €0.48 %
24American Express Co 45.7K €0.47 %
25TJX Cos Inc/The 45.1K €0.46 %
26Merck & Co Inc 44.9K €0.46 %
27Cboe Global Markets Inc 43.8K €0.45 %
28Oracle Corp 42.3K €0.43 %
29ACS Actividades de Construccion y Servicios SA 42K €0.43 %
30Amphenol Corp 41.9K €0.43 %
31Siemens AG 41.9K €0.43 %
32ING Groep NV 38.9K €0.40 %
33NVIDIA Corp 38.1K €0.39 %
34Generali 37.5K €0.38 %
35Schneider Electric SE 37.1K €0.38 %
36Endesa SA 36.8K €0.38 %
37Cheniere Energy Inc 36.4K €0.37 %
38Deutsche Telekom AG 35.7K €0.37 %
39Kingspan Group PLC 35.6K €0.36 %
40Advanced Micro Devices Inc 33.2K €0.34 %
41Buzzi SpA 32.2K €0.33 %
42Cie Financiere Richemont SA 32.2K €0.33 %
43Netflix Inc 31.9K €0.33 %
44NatWest Group PLC 31.4K €0.32 %
45Rio Tinto PLC 30.9K €0.32 %
46Carlsberg AS 29.4K €0.30 %
47Blackrock Inc 28.3K €0.29 %
48Gilead Sciences Inc 28.2K €0.29 %
49Booking Holdings Inc 27.4K €0.28 %
50Technip Energies NV 26.3K €0.27 %
51Hermes International SCA 25.5K €0.26 %
52Siemens Energy AG 24.7K €0.25 %
53ABB Ltd 23.6K €0.24 %
54Acciona SA 22.5K €0.23 %
55Leonardo SpA 22.1K €0.23 %
56Tesco PLC 21.2K €0.22 %
57Danone SA 21.1K €0.22 %
58Prosus NV 20.1K €0.21 %