CRITERIA CAIXA, S.A.U.

data from 30/09/2025

Capitalization

$ 853.135 M 11.95 %

Average holding period

11 ans

Performance

$ 358.994 M 58.86 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in CRITERIA CAIXA, S.A.U.

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 GOOGL ALPHABET INC 16.86% 143.823 M $ 591621 2019/12/31 39.562 M $ 37.94 %
2025/09/30 ABBV ABBVIE INC 13.44% 114.650 M $ 495162 2019/12/31 0.000 $ 0.00 %
2025/09/30 MSFT MICROSOFT 11.11% 94.785 M $ 183000 2020/03/31 3.759 M $ 4.13 %
2025/09/30 AMZN AMAZON COM INC 8.85% 75.537 M $ 344023 2021/06/30 61.924 K $ 0.08 %
2025/09/30 UBER UBER TECHNOLOGIES INC 8.41% 71.734 M $ 732208 2020/03/31 0.000 $ 0.00 %
2025/09/30 IQV IQVIA HOLDINGS INC 6.91% 58.935 M $ 310282 2020/03/31 0.000 $ 0.00 %
2025/09/30 LIN LINDE PLC 5.72% 48.778 M $ 102690 2020/09/30 597.655 K $ 1.24 %
2025/09/30 KHC KRAFT HEINZ CO 5.67% 48.399 M $ 1858659 2019/12/31 408.904 K $ 0.85 %
2025/09/30 PFE PFIZER INC 5.39% 46.013 M $ 1805855 2019/12/31 2.239 M $ 5.12 %
2025/09/30 ICLN ISHARES GLOBAL CLEAN ENERGY 3.31% 28.265 M $ 1825894 2025/03/31 4.327 M $ 18.08 %
2025/09/30 SNX TD SYNNEX CORP 2.92% 24.923 M $ 152200 2025/03/31 4.269 M $ 20.67 %
2025/09/30 V VISA INC-CLASS A SHARES 2.78% 23.691 M $ 69398 2021/12/31 -948.670 K $ -3.85 %
2025/09/30 CNI CANADIAN NATL RAILWAY CO 2.23% 19.011 M $ 201600 2025/03/31 -1.964 M $ -9.36 %
2025/09/30 SHY ISHARES USD TREASURY BOND 1- 3YR UCITS ETF 1.37% 11.684 M $ 2000000 2025/06/30 199.999 K $ 1.73 %
2025/09/30 IEI ISHARES USD TREASURY BOND 3- 7YR UCITS ETF 1.36% 11.619 M $ 82000 2025/06/30 34.440 K $ 0.30 %
2025/09/30 AMAT APPLIED MATERIALS INC 1.10% 9.363 M $ 45729 2025/06/30 990.947 K $ 11.84 %
2025/09/30 BLK BLACKROCK INC 1.03% 8.780 M $ 7531 2025/06/30 878.265 K $ 11.11 %
2025/09/30 TMO THERMO FISHER SCIENTIFIC INC 0.87% 7.382 M $ 15220 2025/06/30 1.211 M $ 19.62 %
2025/09/30 CL COLGATE PALMOLIVE CO 0.68% 5.763 M $ 72087 2025/06/30 -790.073 K $ -12.06 %
2025/09/30 UBER TECHNOLOGIES INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 ABBVIE INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %
2025/09/30 IQVIA HOLDINGS INC 0.00% 0.000 $ 0 2025/06/30 0.000 $ 0.00 %