Investment portfolio
CriteriaCaixa prioritises generating consistent returns through sustainable and responsible investments, underpinned by prudent investment, financial, and risk management policies.
Key data
€bn GAV
€bn NAV
highly liquid assets
GAV: gross asset value / NAV: net asset value
Data as of 30 June 2025
€bn = billion
How do we invest?
To secure the liquidity needed to fulfil the objectives of the ”la Caixa” Foundation, 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 adheres to principles of independence in decision-making, coupled with professionalism and objectivity in its investment analysis process, embracing the highest sustainability standards and a steadfast commitment to serving society.
Long-term value creation
Active investment management
Diversified portfolio
Requirement of sustainability and transparency
Where do we invest?
CriteriaCaixa serves as the independent and dedicated management vehicle for the wealth of the ”la Caixa” Foundation. Both entities are two sides of the same coin; together they form a group whose main activity is supporting and developing its welfare projects through the proper management of its assets.
As the Foundation’s investment arm, CriteriaCaixa aims to generate resources to support the Foundation’s annual budget and to grow its managed assets through proactive portfolio management. The investment portfolio is organized into four key categories: founding stake (CaixaBank), significant investments portfolio (leading companies in critical economic sectors), alternative investments portfolio (real estate assets, financial stakes in third-party funds, and direct or third-party investments in early-stage companies), and liquidity portfolio (funds allocated for short-term needs and obligations).
The dividends generated by CriteriaCaixa are reinvested into programs that enhance people’s lives, particularly supporting the most vulnerable through social transformation, while also fostering research and cultural initiatives.
Data as of 30 June 2025
Portfolio
