IBE.MC close: EUR 11.0 on 2023-08-28 to EUR 20.1 on 2026-08-27.
Split-adj closes · 240 of 4,211 · price returnⓘ
At a glance
Top-10 13F concentration100.0%
13F 2026-Q1ⓘ
Key fundamentalsFY 2024
Sales (TTM)€44.74B
Earnings (TTM)€5.61B
ROE12.4%
Net margin12.5%
ROIC12.5%
Sales growth 3Y4.6%
FY ratios · TTM sales/earnings (EUR)ⓘ
Trailing returns
YTD+12.3%
1Y+27.9%
3Y+100.8%
5Y+130.9%
10Y+410.7%
Since incept. (ann.)+11.7%
Total return · from 2010-01-04ⓘ
Risk
Ann. volatility (1Y)14.2%
Ann. volatility (3Y)16.6%
Sharpe (1Y)1.82
Sharpe (3Y)1.55
Max drawdown (1Y)−6.5%
Max drawdown (3Y)−12.1%
Beta (3Y vs SPY)0.05
Daily returns, ann.ⓘ
Top institutional holders13F 2026-Q1
Manager
Shares
Value
% sh out
QoQ
Capital Innovations LLC
29,888
$2,757
—
new
Δ vs 2025-Q4 · % of shares outstanding not shown: no SEC cover-page share count falls within 120 days of the 2026-Q1 quarter end, so any percentage would rest on a count that cannot speak for this quarter. Holder share counts are shown as filed.ⓘ
Latest reported quarters
No reported quarters on file for IBE.MC.
Basis & disclosures
EOD closes · nothing imputed or averaged · absent “—”
As-of differs by block · 13F = US long, 45+d lag, LOWER bound
Not investment advice · no recommendation, price target or solicitation
EDGAR + foreign registers · marketstack (licensed EOD) · spzco.com/methodology
