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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.

655

€m Budget of ”la Caixa” Foundation for 2025

€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 40% 44% 12% 4%
37.3 €bn GAV

GAV: gross asset value
Data as of 30 June 2025
€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.

Logo Caixabank
31%

Stake

Logo Caixabank
31%

Stake

Logo Naturgy
23.96%

Stake

Logo Naturgy
23.96%

Stake

Logo Telefonica
9.99%

Stake

Logo Telefonica
9.99%

Stake

9.36%

Stake

9.36%

Stake

5%

Stake

5%

Stake

Logo Inbursa
9.10%

Stake

Logo Inbursa
9.10%

Stake

19.25%

Stake

19.25%

Stake

17.32%

Stake

17.32%

Stake

18%

Stake

18%

Stake

Logo Aigues Barcelona
15%

Stake

Logo Aigues Barcelona
15%

Stake

100%

Stake

1.4

€bn Real estate assets

100%

Stake

1.4

€bn Real estate assets

100%

Stake

+30

Companies in proactive management

100%

Stake

+30

Companies in proactive management

Imagen módulo inversores

Information for investors

Find here information for investors and analysts on CriteriaCaixa.

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