Creating value in the service of the ”la Caixa” Foundation and society

CriteriaCaixa is the independent and exclusive asset management vehicle of the ”la Caixa” Foundation. The two entities are two sides of the same coin, forming a group whose main activity is to deliver and develop its social mission by effectively managing its assets.

710

€m Budget of ”la Caixa” Foundation for 2026

€m = million

2030 Strategic
Plan

CriteriaCaixa’s Strategic Plan 2030 has the dual objective of generating the funds to ensure the annual budget of the ”la Caixa” Foundation and increasing the managed wealth through the active management of its investment portfolio.

Portfolio distribution by asset class

Portfolio distribution by asset class

Significant investments portfolio Founding stake Liquidity portfolio Alternative investments portfolio 34% 52% 10% 4%
51.8 €bn GAV

GAV: gross asset value
Data as of 30 June 2026
€bn = billion

Investment portfolio

CriteriaCaixa prioritises generating consistent returns through sustainable and responsible investments, underpinned by prudent investment, financial, and risk management policies. The company operates with a balanced approach, carefully weighing expected returns against assumed risks.

CriteriaCaixa organises its investment management based on four major portfolios: founding stake, significant investments portfolio, alternative investments portfolio, and liquidity portfolio.

Caixabank
31%

Stake

Caixabank
31%

Stake

Naturgy
28.5%

Stake

Naturgy
28.5%

Stake

ACS
10.65%

Stake

ACS
10.65%

Stake

Telefonica
9.99%

Stake

Telefonica
9.99%

Stake

VEOLIA
5.40%

Stake

VEOLIA
5.40%

Stake

Grupo Financiero Inbursa
9.10%

Stake

Grupo Financiero Inbursa
9.10%

Stake

The Bank of East Asia
19.16%

Stake

The Bank of East Asia
19.16%

Stake

Colonial SFL
17.73%

Stake

Colonial SFL
17.73%

Stake

Interparking
18%

Stake

Interparking
18%

Stake

Aigues Barcelona
15%

Stake

Aigues Barcelona
15%

Stake

Criteria PE Management
100%

Stake

1

Vehicle under management

Criteria PE Management
100%

Stake

1

Vehicle under management

100%

Stake

1.6

€bn Real estate assets

100%

Stake

1.6

€bn Real estate assets

Criteria Capital Risc
100%

Stake

+30

Companies in proactive management

Criteria Capital Risc
100%

Stake

+30

Companies in proactive management

Information for investors

Find here information for investors and analysts on CriteriaCaixa.