Criteria Caixa, S.a.u.
Criteria Caixa, S.A.U. is a leading Spanish investment holding company headquartered in Barcelona. It is fully owned by the ”la Caixa” Foundation and primarily manages the foundation's business assets. Founded in 2007, CriteriaCaixa oversees a diversified portfolio primarily in leading listed enterprises in Spain and internationally, with a strong presence in financial services and utilities. The firm employs around 150 people and plays a key role in providing financial resources to enable the social initiatives of the ”la Caixa” Foundation.
Investment Strategy
CriteriaCaixa follows an active, long-term investment strategy centered around value creation, capital preservation, and dividend generation. The firm manages a strategic portfolio comprising significant stakes in top-tier companies (mainly in the financial and utilities sectors), with a focus on sectors exhibiting growth potential, moderate risk, and solid profitability. Its diversification portfolio includes minority interests in listed equities primarily across OECD markets in Europe and North America, and it maintains a growing private equity practice in unlisted Spanish and Southern European companies. All investments are guided by principles of sustainability, financial discipline, and active management, aiming to support the foundation’s mission and broader socio-economic development.
Top Holdings
Equity Positions (16)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
G GOOGL | ALPHABET INC | 13.68% | $104.3M | 591,621 | $127.09 | $176.23 | +$12.8M |
M MSFT | MICROSOFT | 11.95% | $91.0M | 183,000 | $341.94 | $497.41 | +$22.3M |
A AMZN | AMAZON COM INC | 9.90% | $75.5M | 344,023 | $108.12 | $219.39 | +$10.0M |
L LIN | LINDE PLC | 6.32% | $48.2M | 102,690 | $283.53 | $469.18 | +$363.5K |
K KHC | KRAFT HEINZ CO | 6.30% | $48.0M | 1,858,659 | $31.59 | $25.82 | -$24.7M |