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Ibercaja Gestion SGIIC SA
Lily Corredor · Asset Manager · Multi-Strategy
Ibercaja Gestión SGIIC SA is the asset management subsidiary of the Spanish financial group Ibercaja Banco. Established in 1988 and headquartered in Zaragoza, Spain, the firm is one of the leading collective investment managers in the Spanish market, overseeing more than €27.5 billion in assets under management as of 2025. The institution focuses on providing a wide range of investment products, including mutual funds and discretionary portfolio management services, tailored to various risk profiles. Its investment focus spans multiple asset classes such as equities, fixed income, and balanced portfolios, with a growing emphasis on sustainable and ESG-integrated investment strategies. Ibercaja Gestión is recognized for its proactive approach to market opportunities and its strong distribution network through the parent bank's branches, consistently ranking among the top five asset managers in Spain by market share.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +25.4% |
| YTD return | +15.2% |
| Sharpe ratio | 2.90 |
| Win rate | 46% |
| AUM | $1.9B |
| Inception | Oct 1, 2025 |
| Updated | Sep 4, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $1.9B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.ibercajagestion.com |
Current Holdings
Updated on Sep 4, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| GOOGL | Alphabet Inc Class A | 14.4% | +26.2% |
| NVDA | NVIDIA Corporation | 11.9% | +20.6% |
| MSFT | Microsoft Corporation | 11.2% | +3.5% |
| AAPL | Apple Inc | 10.1% | +21.2% |
| ASML | ASML Holding NV ADR | 6.4% | +40.3% |
| AMZN | Amazon.com Inc | 5.6% | +13.7% |
| CIEN | Ciena Corp | 4.9% | +4.3% |
| AVGO | Broadcom Inc | 4.3% | +5.3% |
| META | Meta Platforms Inc. | 4.2% | -9.1% |
| LRCX | Lam Research Corp | 3.3% | +58.1% |
| MRK | Merck & Company Inc | 2.9% | +51.0% |
| V | Visa Inc. Class A | 2.7% | +9.3% |
| PANW | Palo Alto Networks Inc | 2.6% | +6.5% |
| LLY | Eli Lilly and Company | 2.3% | +29.3% |
| JNJ | Johnson & Johnson | 2.3% | +38.6% |
| CSCO | Cisco Systems Inc | 2.3% | +18.8% |
| JPM | JPMorgan Chase & Co | 2.3% | +4.8% |
| DDOG | Datadog Inc | 2.2% | -12.4% |
| ANET | Arista Networks | 2.1% | -1.0% |
| MA | Mastercard Inc | 2.1% | -2.7% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 31, 2026 | SELL | DDOG | 2.3% → 2.2% |
| Aug 31, 2026 | BUY | CSCO | 2.2% → 2.3% |
| Aug 31, 2026 | SELL | META | 4.3% → 4.2% |
| Aug 31, 2026 | BUY | LRCX | 3.5% → 3.3% |
| Aug 31, 2026 | SELL | AMD | 2.1% → 0.0% |
Investment Style Analysis
Ibercaja Gestion SGIIC SA is widely recognized for employing a Multi-Strategy strategy. As of Sep 4, 2026, the firm oversees approximately $1.9B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Semiconductors sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 31, Ibercaja Gestion SGIIC SA made a significant move by reducing the position in DDOG. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Ibercaja Gestión’s philosophy is rooted in active management and professional advisory to generate consistent returns across different market environments. The firm prioritizes risk management and diversification, offering solutions that range from conservative fixed income to more aggressive equity funds. A core component of their strategy is the integration of environmental, social, and governance (ESG) criteria into the investment process, reflecting a commitment to sustainable value creation. By leveraging the synergies of its specialized investment teams, the firm aims to anticipate client needs and provide tailored solutions through both traditional funds and discretionary portfolio management.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Ibercaja Gestion SGIIC SA.
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Frequently asked questions
How is the simulated portfolio for Ibercaja Gestion SGIIC SA constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Ibercaja Gestion SGIIC SA's largest holding?
As of the latest filing, Ibercaja Gestion SGIIC SA's top position is Alphabet Inc Class A (GOOGL), representing 14.4% of the portfolio. This reflects a high-conviction bet by the institution.
What is Ibercaja Gestion SGIIC SA's historical performance and risk profile?
Our simulation indicates a total return of +25.4% with a win rate of 46%. Notably, the portfolio maintains a Sharpe Ratio of 2.90, suggesting an excellent level of risk-adjusted returns compared to the broader market.
What sectors does Ibercaja Gestion SGIIC SA primarily invest in?
Ibercaja Gestion SGIIC SA has a strong preference for the Internet Content & Information sector, which makes up 18.7% of their disclosed assets. The portfolio also has exposure to Semiconductors, indicating a specific thematic focus.
Is Ibercaja Gestion SGIIC SA's portfolio concentrated or diversified?
Ibercaja Gestion SGIIC SA runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 37.5% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Ibercaja Gestion SGIIC SA performed in 2026?
Our AI-simulated model portfolio for Ibercaja Gestion SGIIC SA tracks a Year-to-Date (YTD) return of +15.2%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Lily Corredor manage Ibercaja Gestion SGIIC SA directly?
Yes, Lily Corredor serves as the key portfolio manager for Ibercaja Gestion SGIIC SA, overseeing the investment strategy and final capital allocation decisions.