Titelia

Holdings of EPSILON WEALTH MANAGEMENT, SICAV, S.A.

BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. ·67 declared positions · as of Dec 31, 2025

Original filing · Net assets 28.3M € · Ten largest lines: 36.9 % of the equity sleeve

Sector breakdown

  • Technology 31.3 %
  • Financials 18.3 %
  • Industrials 9.1 %
  • Communication 8.5 %
  • Consumer discretionary 8.1 %
  • Health care 7.2 %
  • Consumer staples 5.0 %
  • Energy 2.8 %
  • Materials 1.5 %
  • Utilities 1.3 %
  • Real estate 1.2 %
  • Unattributed 5.7 %

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 61.3 %
  • DE 9.0 %
  • GB 7.1 %
  • NL 5.7 %
  • CH 4.7 %
  • ES 3.8 %
  • FR 3.7 %
  • TW 2.0 %
  • IT 1.0 %
  • SE 0.7 %
  • BE 0.6 %
  • DK 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US358.2M €61.27 %
2DE71.2M €8.96 %
3GB7947K €7.10 %
4NL2756.6K €5.67 %
5CH5620.9K €4.65 %
6ES3502.1K €3.76 %
7FR3487.5K €3.65 %
8TW1269K €2.02 %
9IT1139.6K €1.05 %
10SE199.7K €0.75 %
11BE184.4K €0.63 %
12DK165.3K €0.49 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 789.4K €2.79 %
2Amazon.com Inc 665.3K €2.35 %
3Alphabet Inc 657.7K €2.32 %
4NVIDIA Corp 630.6K €2.23 %
5ASML Holding NV 466.2K €1.65 %
6Apple Inc 442.6K €1.56 %
7Meta Platforms Inc 363.4K €1.28 %
8Bank of America Corp 315K €1.11 %
9Charles Schwab Corp/The 297.6K €1.05 %
10JPMorgan Chase & Co 296.1K €1.05 %
11AMETEK Inc 293.2K €1.03 %
12ING Groep NV 290.4K €1.03 %
13Taiwan Semiconductor Manufacturing Co Ltd 269K €0.95 %
14Barclays PLC 262K €0.92 %
15SAP SE 244.2K €0.86 %
16Schneider Electric SE 231.4K €0.82 %
17Roche Holding AG 230.9K €0.81 %
18Palo Alto Networks Inc 224.5K €0.79 %
19Industria de Diseno Textil SA 219.7K €0.78 %
20Morgan Stanley 216.5K €0.76 %
21Walmart Inc 203K €0.72 %
22Exxon Mobil Corp 196.5K €0.69 %
23Infineon Technologies AG 196K €0.69 %
24Siemens AG 194.9K €0.69 %
25BAE Systems PLC 190.4K €0.67 %
26Allianz SE 188.2K €0.66 %
27Sanofi SA 182.1K €0.64 %
28Iberdrola SA 176K €0.62 %
29Coca-Cola Co/The 168.3K €0.59 %
303M Co 168.3K €0.59 %
31Broadcom Inc 167.9K €0.59 %
32Prologis Inc 159.3K €0.56 %
33Bayerische Motoren Werke AG 158.7K €0.56 %
34Thermo Fisher Scientific Inc 154.8K €0.55 %
35Pfizer Inc 148.6K €0.52 %
36Micron Technology Inc 144.5K €0.51 %
37UniCredit SpA 139.6K €0.49 %
38Delta Air Lines Inc 139.3K €0.49 %
39Visa Inc 125.1K €0.44 %
40Colgate-Palmolive Co 112.5K €0.40 %
41General Motors Co 111.8K €0.39 %
42BASF SE 111.5K €0.39 %
43UBS Group AG 111.1K €0.39 %
44Walt Disney Co/The 110.2K €0.39 %
45Shell PLC 108K €0.38 %
46Salesforce Inc 107.1K €0.38 %
47Merlin Properties Socimi SA 106.4K €0.38 %
48NatWest Group PLC 105.1K €0.37 %
49Eastman Chemical Co 103.5K €0.37 %
50Siemens Healthineers AG 102.7K €0.36 %
51Tesco PLC 102.5K €0.36 %
52Arista Networks Inc 100.7K €0.36 %
53Assa Abloy AB 99.7K €0.35 %
54US Bancorp 98.3K €0.35 %
55Otis Worldwide Corp 97.6K €0.34 %
56Nestle SA 97.6K €0.34 %
57Lonza Group AG 96.4K €0.34 %
58Amphenol Corp 95.6K €0.34 %
59Nucor Corp 94.5K €0.33 %
60Xylem Inc/NY 91.9K €0.32 %
61Segro PLC 91.5K €0.32 %
62AstraZeneca PLC 87.6K €0.31 %
63Vertex Pharmaceuticals Inc 86.4K €0.31 %
64Cie Financiere Richemont SA 85K €0.30 %
65Anheuser-Busch InBev SA/NV 84.4K €0.30 %
66TotalEnergies SE 74K €0.26 %
67Novo Nordisk A/S 65.3K €0.23 %