Investment portfolio

Investments

Portfolio of holdings

Our portfolio is a consolidated business project, which combines investments in listed entities that are market leaders in their respective sectors, with equity holdings in unlisted companies.

  • We maintain holdings both in listed companies that lead their respective sectors and offer steady returns at controlled levels of risks, and also in unlisted companies. This twin role enables investors to hold a series of otherwise unavailable assets.
  • The mix of companies that comprise our portfolio affords us a unique position in the market and gives us a diversified and difficult-to-match portfolio.
  • Our aim is to become a European benchmark for investing in and developing leading companies, and to offer shareholders profitability at controlled levels of risk as we set our sights on mid to long-term investments
Investments graph

% GAV by Business Line

% GAV by Business Line
  • Services (75%)
  • Insurance and Specialist financial services (12%)
  • International banking (13%)

Figures Valid for 30 September 2009

(1) Investment effectively realized on 20 November 2009.

(2) Investment effectively realized on 14 January 2010.

(3) Agreement with Investindustrial signed in December 2009.

Note: the featured holdings represent financial holdings.