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Bbva Plan Jubilación Sostenible 2040 Pp (0P000166SA)

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1.541 +0.003    +0.19%
27/08 - Delayed Data. Currency in EUR
Type:  Fund
Market:  Spain
Asset Class:  Other
  • Morningstar Rating:
  • Total Assets: 480.88M
BBVA Plan Jubilacion 2040 PP 1.541 +0.003 +0.19%

0P000166SA Holdings

 
Comprehensive information about top holdings and Key Holding Information for the BBVA Plan Jubilacion 2040 PP (0P000166SA) fund. Our BBVA Plan Jubilacion 2040 PP portfolio information includes stock holdings, annual turnover, top 10 holdings, sector and asset allocation.

Asset Allocation

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Name  Net %  Long %  Short %
Cash 1.560 3.510 1.950
Shares 42.360 42.360 0.000
Bonds 40.930 41.160 0.230
Convertible 0.250 0.250 0.000
Preferred 0.010 0.010 0.000
Other 14.880 14.880 0.000

 Style Box

Value & Growth Measures

Ratios Value Category Average
P/E Ratio 15.829 16.246
Price to Book 2.280 2.292
Price to Sales 1.798 1.688
Price to Cash Flow 10.487 9.462
Dividend Yield 2.959 2.612
5 Years Earnings Growth 8.734 9.178

Sector Allocation

Name  Net % Category Average
Financial Services 21.600 16.999
Technology 18.840 21.886
Industrials 12.340 14.283
Healthcare 12.190 10.484
Consumer Cyclical 7.880 11.474
Communication Services 7.180 7.864
Consumer Defensive 7.040 8.301
Basic Materials 4.040 4.158
Energy 3.550 4.014
Utilities 3.310 2.645
Real Estate 2.020 1.887

Region Allocation

  • North America
  • Latin America
  • Europe Developed
  • Asia
  • Australasia
  • Africa & Middle East
  • Emerging Markets
  • Developed Markets

Top Holdings

Number of long holdings: 200

Number of short holdings: 1

Name ISIN Weight % Last Change %
  Amundi MSCI Europe UCITS EUR LU1681042609 14.68 368.16 -0.54%
  Germany 0 15-Feb-2032 DE0001102580 12.30 85.870 -0.19%
  UBS (Irl) plc - S&P 500 ESG UCITS USD A Dis IE00BHXMHK04 12.25 37.17 +0.03%
  Invesco S&P 500 ESG UCITS EUR Hdg Acc IE000QF66PE6 9.53 74.82 +0.28%
  iShares MSCI Europe ESG Screened UCITS ETF EUR (Ac IE00BFNM3D14 9.43 9.22 -0.53%
DWS Floating Rate Notes IC LU1534073041 7.62 - -
  iShares MSCI EM ESG Enhanced UCITS ETF USD Acc IE00BHZPJ239 5.73 5.97 -0.47%
  Oatei Tf 0.7% Lg30 Eur FR0011982776 5.37 99.49 0.00%
  Germany 0 15-Nov-2027 DE0001102523 3.92 95.920 +0.03%
BetaMiner Behedged Sub-Fund A EUR Cap LU2053007915 2.61 - -

Top Other Funds by BBVA Pensiones EGFP

  Name Rating Total Assets YTD% 3Y% 10Y%
  BBVA Telecomunicaciones PP 1.06B -0.74 14.01 14.82
  BBVA Plan Jubilacion 2030 PP 1.01B 2.08 2.47 2.18
  BBVA Plan Jubilacion 2025 PP 635.37M 1.82 1.98 1.32
  BBVA Revalorizacion Europa 25 PP 142.67M 10.04 6.89 2.20
  BBVA Horizonte 2025 PP 27.61M 1.65 1.01 1.97
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