Investment portfolio
CriteriaCaixa manages an asset portfolio that combines significant shareholdings in strategic sectors, with a growing portfolio of diversified investments.
Key data
€bn GAV
€bn NAV
highly liquid assets
GAV: gross asset value / NAV: net asset value
Data as of 30 June 2025
€bn = billion
How do we invest?
At CriteriaCaixa we invest in leading companies and in sectors identified as more attractive due to their growth, moderate risk profile, price and profitability, with a suitable dividend policy and prioritising liquid assets to ensure a regular inflow of income.
The company does not operate as a purely financial investor. It maintains active management and solid financial discipline across all its investments through value creation, with a long-term, non-speculative and ethical vision.
CriteriaCaixa carefully selects its investments, committed to sustainability, transparency and contribution to society.
Long-term value creation
Active investment management
Diversified portfolio
Requirement of sustainability and transparency
Where do we invest?
CriteriaCaixa divides its equity portfolio into strategic portfolio and diversification portfolio.
The strategic portfolio is the backbone of the company’s assets and is mainly composed of significant shareholdings in top-tier companies. In these investees, CriteriaCaixa is a significant shareholder with proximity to management, lending it strategic influence, either with or without a presence on the governing bodies.
The diversification portfolio consists mainly of minority shareholdings in listed equities. This portfolio is managed with a focus on growth and value creation. It is managed taking into account liquidity, diversification, the economic sectors where the companies operate, and the locations where they are present (OECD countries, basically from Europe and North America). To a lesser extent, the portfolio also incorporates investments in unlisted businesses with the aim of creating long-term value.
The private equity portfolio invests in unlisted companies, both directly and indirectly in Spain and Southern Europe, as well as in the creation of partnerships with leading asset managers. Through the Plan 100 companies, investments are made in small and medium-sized enterprises to which CriteriaCaixa provides capital that enables them to grow, innovate, expand internationally and generate employment.
CriteriaCaixa also manages a portfolio of real estate assets focused on their transformation, with an emphasis on the purchase and development of both rental office properties and high-value residential assets for rent or sale.
Data as of 30 June 2025
Portfolio
