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Contributing to the role of ”la Caixa” Foundation in society

The priority of CriteriaCaixa, which manages the business assets of ”la Caixa” Foundation, is to provide the financial resources that enable ”la Caixa” Foundation’s social action as well as to preserve and increase its wealth by generating value.

600

€m Budget of ”la Caixa” Foundation for 2024

€m = million

2025-2030 Strategic
Plan

CriteriaCaixa’s 2025-2030 Strategic Plan aims to push investment and a business model to generate an impact on the economy and on people.

Portfolio distribution by asset class

Portfolio distribution by asset class

Listed equities (Industrial and services) Listed equities (Banking) Real estate business Cash and equivalents 38% 46% 9% 3% 1% 3% Fixed income and others Non-listed equities (Industrial and services)
28.8 €bn GAV

GAV: gross asset value
Data as of 30-06-2024
€bn = billion

Investment portfolio

CriteriaCaixa manages an investment portfolio consisting of various types of assets, mainly listed equities. CriteriaCaixa invests in leading companies and in sectors identified as more attractive due to their growth, moderate risk profile, price and profitability, prioritising liquid assets to ensure a regular inflow of income.

Logo Caixabank
31.17%

Stake

Logo Caixabank
31.17%

Stake

Logo Inbursa
9.10%

Stake

Logo Inbursa
9.10%

Stake

19.33%

Stake

19.33%

Stake

Logo Naturgy
26.71%

Stake

Logo Naturgy
26.71%

Stake

Logo Telefonica
9.99%

Stake

Logo Telefonica
9.99%

Stake

9.36%

Stake

9.36%

Stake

17.32%

Stake

17.32%

Stake

3.05%

Stake

3.05%

Stake

Logo Saba
99.52%

Stake

Logo Saba
99.52%

Stake

Logo Aigues Barcelona
15%

Stake

Logo Aigues Barcelona
15%

Stake

100%

Stake

+40

Companies in proactive management

100%

Stake

+40

Companies in proactive management

100%

Stake

2.5

€bn Real estate assets

100%

Stake

2.5

€bn Real estate assets

Imagen módulo inversores

Information for investors

Find here information for investors and analysts on CriteriaCaixa.