2025-2030 Strategic Plan

Pushing economic and people impact

CriteriaCaixa’s 2025-2030 Strategic Plan aims to continue to contribute resources and increase the ”la Caixa” Foundation’s assets, while having an impact on the economy and on people.

As the leading investment holding company in Spain, CriteriaCaixa supports Spanish companies, protecting strategic sectors and promoting industrial development with a forward-looking ambition.

New investment business model

CriteriaCaixa aims to strengthen its presence in strategic companies and invest in leading enterprises with long-term value for the socio-economic development of the country.

The new roadmap will strengthen CriteriaCaixa’s investment in the strategic sectors of banking, energy, telecommunications and utilities; as well as boost its diversification portfolio, with particular emphasis on the technology, pharma and biopharma and retail sectors.

CriteriaCaixa aims to continue driving growth and consolidating a business and investment model based on environmental, social and good governance criteria. With this aim, the Plan will deploy a new ESG strategy, involving both its own management and investment criteria and the activities of its investees.

Commitment to the management of investee companies, from a position of influence and generating alliances with all stakeholders, participating and accompanying them in governance, are key elements for achieving economic and social impact.

The driving force behind the Strategic Plan takes the shape of 7 macro-initiatives:

Strengthening of strategic companies and creation of a value plan for Naturgy.
Investment strategy of the diversification portfolio.
Investment strategy on private equity.
Plan to resize the existing real estate assets.
Company model according to ESG criteria.
Designing practices, processes and active management bodies.
Culture and team excellence in carrying out the Plan.

We grow and we make growth possible

CriteriaCaixa has set its target of reaching a gross asset value (GAV) of 40 billion euros in 2030, increasing dividends to the Foundation to 700 million euros. It aims to improve the asset value of CriteriaCaixa’s portfolio in the coming years, with an expected annual return of between 8% and 10%.