Titelia

Holdings of Putnam Dynamic Asset Allocation Balanced Fund

Putnam Asset Allocation Funds · Original filing · Compare with another fund · Report an error

Net assets
2.9B $ including 2B $ in equities, 70.1 %
Positions
866 in 32 countries
Bond lines
342 from 183 companies
Top ten
20.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101ServiceNow Inc 39,4904.1M $0.14 %
102NRG Energy Inc 27,6354M $0.14 %
103CBRE Group Inc 29,7634M $0.14 %
104MetLife Inc 56,0564M $0.14 %
105Roche Holding AG 9,8823.9M $0.13 %
106TotalEnergies SE 42,6163.9M $0.13 %
107Otis Worldwide Corp 50,4463.9M $0.13 %
108Equitable Holdings Inc 104,2543.9M $0.13 %
109Galderma Group AG 19,3753.8M $0.13 %
110Kroger Co/The 52,5203.8M $0.13 %
111Vulcan Materials Co 13,9423.8M $0.13 %
112Becton Dickinson & Co 23,7923.7M $0.13 %
113PPL Corp 96,4183.7M $0.13 %
114Constellation Energy Corp. 13,0573.6M $0.12 %
115Sherwin-Williams Co/The 11,2133.6M $0.12 %
116Ingersoll Rand Inc 43,5493.5M $0.12 %
117Banco Santander SA 307,2303.4M $0.12 %
118Blackrock Inc 3,5563.4M $0.12 %
119Linde PLC 6,7813.4M $0.12 %
120Live Nation Entertainment Inc 21,8073.3M $0.11 %
121Apollo Global Management Inc 29,8433.3M $0.11 %
122United Rentals Inc 4,5043.3M $0.11 %
123British American Tobacco PLC 55,4873.2M $0.11 %
124Deutsche Telekom AG 84,8783.2M $0.11 %
125Snowflake Inc 19,9293M $0.10 %
126General Dynamics Corp 8,7313M $0.10 %
127IDEXX Laboratories Inc 5,3043M $0.10 %
128Erste Group Bank AG 27,4913M $0.10 %
129Chugai Pharmaceutical Co Ltd 53,7003M $0.10 %
130Iberdrola SA 128,0032.9M $0.10 %
131Palantir Technologies Inc 19,7842.9M $0.10 %
132Mitsui & Co Ltd 74,1002.9M $0.10 %
133PPG Industries Inc 26,5532.8M $0.10 %
134Starbucks Corp 31,6732.8M $0.10 %
135Ball Corp 47,4602.8M $0.10 %
136UBS Group AG 71,7612.8M $0.10 %
137Safran SA 8,3812.7M $0.09 %
138VICI Properties Inc 100,1842.7M $0.09 %
139Johnson Controls International plc 20,5112.7M $0.09 %
140Lonza Group AG 4,1812.7M $0.09 %
141BNP Paribas SA 28,0342.7M $0.09 %
142Allianz SE 6,2402.6M $0.09 %
143Canadian Pacific Kansas City Ltd 33,3122.6M $0.09 %
144Vinci SA 17,0852.6M $0.09 %
145Axis Capital Holdings Ltd 25,2852.6M $0.09 %
146Investor AB 66,6742.5M $0.09 %
147Oracle Corp 17,1432.5M $0.09 %
148RWE AG 36,9952.5M $0.09 %
149BJ's Wholesale Club Holdings Inc 25,0962.5M $0.08 %
150Inpex Corp 83,4002.5M $0.08 %
151Compass Group PLC 87,0482.4M $0.08 %
152Lloyds Banking Group PLC 1,953,5972.4M $0.08 %
153KDDI Corp 141,5002.4M $0.08 %
154TransDigm Group Inc 2,0582.4M $0.08 %
155Sumitomo Mitsui Financial Group Inc 72,5002.4M $0.08 %
156Globe Life Inc 17,0382.4M $0.08 %
157Sony Group Corp 113,6002.4M $0.08 %
158Equinor ASA 55,3672.4M $0.08 %
159Mitsubishi Electric Corp 71,4002.3M $0.08 %
160Nasdaq Inc 27,4322.3M $0.08 %
161Barclays PLC 444,1532.3M $0.08 %
162Carlsberg AS 18,6512.3M $0.08 %
163Enel SpA 211,2102.3M $0.08 %
164Novo Nordisk A/S 61,9292.3M $0.08 %
165Infineon Technologies AG 49,8722.3M $0.08 %
166TJX Cos Inc/The 13,9692.2M $0.08 %
167Galp Energia SGPS SA 92,9912.2M $0.08 %
168Berkshire Hathaway Inc 4,6252.2M $0.08 %
169Comcast Corp 76,8902.2M $0.08 %
170Kioxia Holdings Corp. 16,9002.2M $0.08 %
171Hitachi Ltd 75,1002.2M $0.08 %
172GSK PLC 79,0762.2M $0.07 %
173UniCredit SpA 30,2172.2M $0.07 %
174NN Group NV 27,6392.2M $0.07 %
175NatWest Group PLC 290,1142.1M $0.07 %
176WH Group Ltd 1,599,0002.1M $0.07 %
177Bank Leumi Le-Israel BM 92,6582.1M $0.07 %
178Booking Holdings Inc 4922.1M $0.07 %
179AIA Group Ltd 183,0002M $0.07 %
180Rio Tinto PLC 21,9112M $0.07 %
181SAP SE 11,7922M $0.07 %
182Vornado Realty Trust 77,0062M $0.07 %
183ACS Actividades de Construccion y Servicios SA 16,3762M $0.07 %
184Jardine Matheson Holdings Ltd 27,7002M $0.07 %
185National Bank of Greece SA 128,7272M $0.07 %
186Schneider Electric SE 7,2892M $0.07 %
187Imperial Brands PLC 48,6972M $0.07 %
188Fortescue Ltd 135,1801.9M $0.07 %
189Prosus NV 41,6691.9M $0.07 %
190BP PLC 245,3251.9M $0.07 %
191Taiwan Semiconductor Manufacturing Co Ltd 33,0001.9M $0.07 %
192Euronext NV 11,8201.9M $0.06 %
193Cie de Saint-Gobain SA 22,7081.9M $0.06 %
194Novo Nordisk A/S 50,5851.9M $0.06 %
195Holcim AG 22,3221.8M $0.06 %
196Koninklijke Ahold Delhaize NV 39,0631.8M $0.06 %
197Charter Communications, Inc. 8,3521.8M $0.06 %
198Neurocrine Biosciences Inc 13,6151.8M $0.06 %
199Unilever PLC 31,9651.8M $0.06 %
200Banco Bilbao Vizcaya Argentaria SA 80,4881.7M $0.06 %

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The bonds it holds

183 companies, 342 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp67.2M $0.25 %
2JPMorgan Chase & Co75.7M $0.20 %
3Citigroup Inc55.1M $0.17 %
4Morgan Stanley75.1M $0.17 %
5Goldman Sachs Group Inc/The33.8M $0.13 %
6Wells Fargo & Co23.7M $0.13 %
7Verizon Communications Inc43.7M $0.13 %
8Boeing Co/The83.4M $0.12 %
9AT&T Inc43.1M $0.10 %
10American Tower Corp52.9M $0.10 %
11Energy Transfer LP32.7M $0.09 %
12Oracle Corp62.4M $0.08 %
13Philip Morris International Inc.32.2M $0.08 %
14Crown Castle Inc52.1M $0.07 %
15NRG Energy Inc52.1M $0.07 %
16Carnival Corp62.1M $0.07 %
17Netflix Inc31.9M $0.07 %
18Capital One Financial Corp21.9M $0.06 %
19Apple Inc21.8M $0.06 %
20Equinix Inc21.8M $0.06 %
21Cheniere Energy Partners LP11.7M $0.06 %
22Banco Santander SA21.7M $0.06 %
23Ally Financial Inc31.6M $0.06 %
24Amgen Inc51.5M $0.05 %
25DaVita Inc31.5M $0.05 %
26Rogers Communications Inc11.4M $0.05 %
27PNC Financial Services Group Inc/The21.4M $0.05 %
28Qnity Electronics Inc21.4M $0.05 %
29Republic Services Inc11.4M $0.05 %
30Omnicom Group Inc11.3M $0.04 %
31American Express Co21.2M $0.04 %
32Dominion Energy Inc11.2M $0.04 %
33Intel Corp11.2M $0.04 %
34DR Horton Inc21.2M $0.04 %
35CVS Health Corp51.2M $0.04 %
36BAE Systems PLC21.2M $0.04 %
37Moody's Corp21.1M $0.04 %
38American Electric Power Co Inc11.1M $0.04 %
39RTX Corp31.1M $0.04 %
40Kinder Morgan, Inc.21.1M $0.04 %
41Expand Energy Corp21.1M $0.04 %
42US Bancorp11.1M $0.04 %
43Motorola Solutions Inc31.1M $0.04 %
44Ares Capital Corp31.1M $0.04 %
45Howmet Aerospace Inc21M $0.04 %
46Dick's Sporting Goods Inc21M $0.04 %
47GE HealthCare Technologies Inc31M $0.04 %
48Broadcom Inc41M $0.04 %
49Hewlett Packard Enterprise Co21M $0.04 %
50Duke Energy Corp21M $0.03 %
51Occidental Petroleum Corp2983.3K $0.03 %
52Tenet Healthcare Corp2970.7K $0.03 %
53Toronto-Dominion Bank/The1959.5K $0.03 %
54Royalty Pharma PLC3932.6K $0.03 %
55ONEOK Inc1910.5K $0.03 %
56Royal Caribbean Cruises Ltd4902.5K $0.03 %
57Grifols SA2898K $0.03 %
58Bombardier Inc5880.6K $0.03 %
59CaixaBank SA2878.8K $0.03 %
60Eli Lilly & Co2805.7K $0.03 %
61UBS Group AG2803.1K $0.03 %
62Encore Capital Group Inc2796.7K $0.03 %
63Waste Connections Inc3794.6K $0.03 %
64Home Depot Inc/The2771.4K $0.03 %
65Alimentation Couche-Tard Inc2762.7K $0.03 %
66AbbVie Inc2749.9K $0.03 %
67EquipmentShare.com Inc2742.6K $0.03 %
68Gray Media Inc3742.4K $0.03 %
69Marriott International Inc/MD1731.5K $0.03 %
70EW Scripps Co/The1728.8K $0.02 %
71Fairfax Financial Holdings Ltd1722.2K $0.02 %
72Alphabet Inc2710.3K $0.02 %
73Comcast Corp3688.6K $0.02 %
74Becton Dickinson & Co1681.8K $0.02 %
75Clear Channel Outdoor Holdings Inc3676.1K $0.02 %
76Huntington Bancshares Inc/OH1670.9K $0.02 %
77Mitsubishi UFJ Financial Group Inc1659.5K $0.02 %
78Iron Mountain Inc1653.4K $0.02 %
79ATI Inc4652.1K $0.02 %
80SUNOCO LP3645.1K $0.02 %
81MSCI Inc1640.2K $0.02 %
82Merck & Co Inc1627.2K $0.02 %
83Cleveland-Cliffs Inc2609.5K $0.02 %
84Ryder System Inc1602.9K $0.02 %
85Barclays PLC1600.4K $0.02 %
86ServiceNow Inc1585.1K $0.02 %
87Brown & Brown Inc2570.3K $0.02 %
88Kenvue Inc2569.9K $0.02 %
89Caterpillar Inc1568.8K $0.02 %
90Caesars Entertainment Inc3563.8K $0.02 %
91TTM Technologies Inc1562.3K $0.02 %
92Viatris Inc1548K $0.02 %
93Commonwealth Bank of Australia1541.6K $0.02 %
94Amazon.com Inc2515.5K $0.02 %
95Synopsys Inc1513.9K $0.02 %
96ABN AMRO Bank NV1503.9K $0.02 %
97Cadence Design Systems Inc1503.5K $0.02 %
98PRA Group Inc1495.1K $0.02 %
99Forvia SE1478.7K $0.02 %
100Walt Disney Co/The1474.9K $0.02 %

Sector breakdown

  • Technology 24.8 %
  • Financials 11.5 %
  • Communication 9.2 %
  • Industrials 8.8 %
  • Health care 8.7 %
  • Consumer discretionary 7.4 %
  • Consumer staples 4.9 %
  • Energy 3.3 %
  • Materials 3.0 %
  • Utilities 2.2 %
  • Real estate 1.2 %
  • Unattributed 15.0 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 86.0 %
  • EUR 5.0 %
  • JPY 2.9 %
  • GBP 2.8 %
  • CHF 1.4 %
  • HKD 0.4 %
  • AUD 0.4 %
  • DKK 0.3 %
  • ILS 0.2 %
  • SEK 0.2 %
  • NOK 0.1 %
  • TWD 0.1 %
  • SGD 0.1 %
  • CAD 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 84.0 %
  • United Kingdom 3.5 %
  • Japan 2.9 %
  • France 1.7 %
  • Switzerland 1.4 %
  • Netherlands 1.0 %
  • Germany 0.9 %
  • Australia 0.6 %
  • Spain 0.6 %
  • Denmark 0.4 %
  • Italy 0.4 %
  • Hong Kong SAR China 0.4 %
  • Other countries 2.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States6581.7B $83.99 %
2United Kingdom3171.6M $3.49 %
3Japan4859.9M $2.92 %
4France1834.4M $1.68 %
5Switzerland1028.8M $1.41 %
6Netherlands720M $0.98 %
7Germany1118.4M $0.90 %
8Australia613M $0.64 %
9Spain811.9M $0.58 %
10Denmark68.5M $0.42 %
11Italy77.9M $0.39 %
12Hong Kong SAR China87.4M $0.36 %
Cite this page

Titelia. "Holdings of Putnam Dynamic Asset Allocation Balanced Fund". https://titelia.com/en/funds/S000000778