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Holdings of DNCA Invest - Sustain Climate

DNCA Finance Luxembourg · 43 declared positions · as of Dec 31, 2025

Fund report · Ten largest lines: 38.8 % of net assets · Compare with another fund · Report an error

Positions

RankCompanyCurrencySharesValueWeight
1ASML HOLDING NV Electric & ElectronicEUR18,30016.9M €5.32 %
2IBERDROLA SA EnergyEUR885,00016.3M €5.15 %
3SCHNEIDER ELECTRIC SE Electric & ElectronicEUR54,50012.8M €4.03 %
4INTESA SANPAOLO BanksEUR2,080,00012.3M €3.88 %
5BUREAU VERITAS SA Diversified servicesEUR420,00011.4M €3.60 %
6KNORR-BREMSE AG Diversified machineryEUR117,00011.1M €3.51 %
7CM CIC ASSET MANAGEMENT SA MONETAIRE FCPEUR6,10011.1M €3.49 %
8PRYSMIAN SPA Electric & ElectronicEUR126,00010.9M €3.43 %
9SIEMENS ENERGY AG Auto Parts & EquipmentEUR85,00010.2M €3.22 %
10INFINEON TECHNOLOGIES AG Electric & ElectronicEUR263,7009.9M €3.13 %
11SSE PLC EnergyGBP385,0009.6M €3.03 %
12COMPAGNIE DE SAINT GOBAIN Building materialsEUR110,0009.6M €3.02 %
13VEOLIA ENVIRONNEMENT EnergyEUR312,0009.3M €2.92 %
14VONOVIA SE Real estateEUR350,6508.6M €2.71 %
15SPIE SA - W/I Building materialsEUR162,5008M €2.53 %
16SIEMENS AG-REG Diversified machineryEUR33,0007.9M €2.48 %
17KBC GROUP NV BanksEUR70,0007.8M €2.45 %
18CAIXABANK SA BanksEUR670,0007M €2.20 %
19GEBERIT AG-REG Building materialsCHF10,1006.7M €2.12 %
20GAZTRANSPORT ET TECHNIGA SA EnergyEUR42,0006.6M €2.07 %
21INWIDO AB Building materialsSEK430,0006.5M €2.05 %
22ALLIANZ SE-REG InsuranceEUR16,1756.3M €1.99 %
23NEMETSCHEK AKT Computer softwareEUR67,5006.3M €1.97 %
24ARCADIS NV Building materialsEUR176,0386.3M €1.97 %
25MERLIN PROPERTIES SOCIMI SA Real estateEUR477,0005.9M €1.87 %
26GETLINK SE TransportationEUR367,5005.8M €1.82 %
27VAISALA OYJ- A SHS Electric & ElectronicEUR130,0005.7M €1.80 %
28NIBE INDUSTRIER AB-B SHS Building materialsSEK1,635,3725.4M €1.69 %
29TERNA-RETE ELETTRICA NAZIONA EnergyEUR570,0005.2M €1.63 %
30GEA GROUP AG Auto Parts & EquipmentEUR89,0005.1M €1.62 %
31UNICREDIT SPA BanksEUR68,0004.8M €1.52 %
32BELIMO HOLDING AG-REG Building materialsCHF5,6004.7M €1.48 %
33ARISTON HOLDING NV Building materialsEUR1,050,3004.7M €1.47 %
34HALMA PLC Electric & ElectronicGBP112,0004.5M €1.43 %
35CTP NV Real estateEUR243,0344.3M €1.37 %
36IREN SPA EnergyEUR1,540,0003.9M €1.24 %
37UNIBAIL-RODAMCO-WESTFIELD Real estateEUR38,0003.5M €1.10 %
38AXA SA InsuranceEUR85,0003.5M €1.10 %
39ELIA GROUP SA/NV EnergyEUR30,0003.3M €1.04 %
40SECHE ENVIRONNEMENT Diversified servicesEUR44,5003.3M €1.02 %
41E.ON SE EnergyEUR200,0003.2M €1.02 %
42WIENERBERGER AG Building materialsEUR103,0003.2M €0.99 %
43ENEL SPA EnergyEUR354,5003.1M €0.98 %

Source: report published by DNCA Invest - Sustain Climate.

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Sector breakdown

  • Electric & Electronic 19.4 %
  • Energy 19.4 %
  • Building materials 17.6 %
  • Banks 10.2 %
  • Real estate 7.2 %
  • Diversified machinery 6.1 %
  • Auto Parts & Equipment 4.9 %
  • Diversified services 4.7 %
  • FCP 3.5 %
  • Insurance 3.1 %
  • Computer software 2.0 %
  • Transportation 1.8 %

Sectors from the fund report. Weights in % of net assets.

Currency breakdown

  • EUR 88.0 %
  • GBP 4.5 %
  • SEK 3.8 %
  • CHF 3.7 %

The quoted currency of each line, as declared.

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Titelia. "Holdings of DNCA Invest - Sustain Climate". https://titelia.com/en/funds/dnca-invest-sustain-climate