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
201Vodafone Group PLC 1,139,4091.7M $0.06 %
202Eastman Chemical Co 22,1191.7M $0.06 %
203Engie SA 51,8711.7M $0.06 %
204Solstice Advanced Materials Inc 21,5591.6M $0.06 %
205Kansai Electric Power Co Inc/The 98,2001.6M $0.06 %
206Thales SA 5,4361.6M $0.05 %
207Nomura Holdings Inc 201,5001.6M $0.05 %
208Las Vegas Sands Corp 29,1501.6M $0.05 %
209Bank Hapoalim BM 66,0141.6M $0.05 %
210Bandai Namco Holdings Inc 61,6001.5M $0.05 %
211Yangzijiang Shipbuilding Holdings Ltd 511,1001.5M $0.05 %
212Reckitt Benckiser Group PLC 22,3231.5M $0.05 %
213Maplebear Inc 39,3481.5M $0.05 %
214Universal Music Group NV 74,5131.4M $0.05 %
215ENEOS Holdings Inc 159,1001.4M $0.05 %
216Bloom Energy Corp 10,3841.4M $0.05 %
217Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 2,2261.4M $0.05 %
218Ryanair Holdings PLC 49,9111.4M $0.05 %
219Applied Materials Inc 4,1021.4M $0.05 %
220Nintendo Co Ltd 24,2001.4M $0.05 %
221QBE Insurance Group Ltd. 93,2571.4M $0.05 %
222Alibaba Group Holding Ltd 86,5001.4M $0.05 %
223Qantas Airways Ltd 229,1801.3M $0.05 %
224Daiichi Sankyo Co Ltd 74,8001.3M $0.05 %
225Sandisk Corp/DE 2,0921.3M $0.05 %
226Aristocrat Leisure Ltd 41,7541.3M $0.05 %
227Ross Stores Inc 6,1061.3M $0.05 %
228International Consolidated Airlines Group SA 278,3091.3M $0.05 %
229Danske Bank A/S 26,7411.3M $0.05 %
230Deutsche Bank AG 43,5371.3M $0.04 %
231Edison International 17,5951.3M $0.04 %
232Recruit Holdings Co Ltd 29,2001.3M $0.04 %
233Chevron Corp 6,1361.3M $0.04 %
234Marathon Petroleum Corp 5,1561.3M $0.04 %
235Telstra Group Ltd. 335,2641.2M $0.04 %
236Air Liquide SA 5,9811.2M $0.04 %
237Cummins Inc 2,2921.2M $0.04 %
238Siemens AG 5,0331.2M $0.04 %
239JB Hunt Transport Services Inc 5,7671.2M $0.04 %
240Nice Ltd 11,0541.2M $0.04 %
241HF Sinclair Corp 19,3771.2M $0.04 %
242Intesa Sanpaolo SpA 198,8531.2M $0.04 %
243Prudential PLC 86,4311.2M $0.04 %
244Sunbelt Rentals Holdings Inc 18,8191.2M $0.04 %
245Coca-Cola HBC AG 21,1231.2M $0.04 %
2463i Group PLC 36,2781.2M $0.04 %
247Tesco PLC 186,0541.2M $0.04 %
248Williams Cos Inc/The 16,0191.2M $0.04 %
249Dollar General Corp 9,6961.2M $0.04 %
250Wells Fargo & Co 14,4601.2M $0.04 %
251Hasbro Inc 12,1821.1M $0.04 %
252Schindler Holding AG 3,4471.1M $0.04 %
253Insmed Inc 6,8621.1M $0.04 %
254Garmin Ltd 4,8351.1M $0.04 %
255Coca-Cola Europacific Partners PLC 12,3271.1M $0.04 %
256PG&E Corp 63,1331.1M $0.04 %
257Cirrus Logic Inc 7,6171.1M $0.04 %
258Halliburton Co 28,2421.1M $0.04 %
259Canadian National Railway Co 10,6891.1M $0.04 %
260Aisin Corp 77,9001.1M $0.04 %
261Bank of New York Mellon Corp/The 9,2441.1M $0.04 %
262Automatic Data Processing Inc 5,3931.1M $0.04 %
263Coterra Energy Inc 30,9901.1M $0.04 %
264National Fuel Gas Co 11,5891.1M $0.04 %
265Devon Energy Corp 21,6191.1M $0.04 %
266Otsuka Holdings Co Ltd 15,3001.1M $0.04 %
267Delta Air Lines Inc 16,2961.1M $0.04 %
268Corcept Therapeutics Inc 26,8641.1M $0.04 %
269RenaissanceRe Holdings Ltd 3,5901.1M $0.04 %
270Ipsen SA 5,7041.1M $0.04 %
271Kinder Morgan, Inc. 31,5021.1M $0.04 %
272KLA Corp 7161.1M $0.04 %
273Micron Technology Inc 3,1171.1M $0.04 %
274US Bancorp 20,0991M $0.04 %
275Dollar Tree Inc 9,5391M $0.04 %
276Morgan Stanley 6,3421M $0.04 %
277Natera Inc 5,2041M $0.04 %
278AIB Group PLC 97,3471M $0.04 %
279Comfort Systems USA Inc 7521M $0.04 %
280Archer-Daniels-Midland Co 14,2601M $0.04 %
281Tapestry Inc 7,3411M $0.04 %
282Lincoln Electric Holdings Inc 4,1541M $0.04 %
283Virtu Financial Inc 23,4491M $0.04 %
284Southern Co/The 10,6741M $0.04 %
285Northern Trust Corp 7,3711M $0.04 %
286Viking Holdings Ltd 13,9551M $0.04 %
287Travelers Cos Inc/The 3,5151M $0.04 %
288Cushman & Wakefield Ltd 83,3721M $0.04 %
289Chewy Inc 37,8151M $0.03 %
290Dexcom Inc 16,1741M $0.03 %
291Ubiquiti Inc 1,2841M $0.03 %
292Chubb Ltd 3,1031M $0.03 %
293BorgWarner Inc 18,5651M $0.03 %
294WEC Energy Group Inc 8,6931M $0.03 %
295Weatherford International PLC 10,5911M $0.03 %
296MINEBEA MITSUMI Inc 60,3001M $0.03 %
297New York Times Co/The 11,9551M $0.03 %
298Associated British Foods PLC 39,9821M $0.03 %
299Pfizer Inc 35,551998.3K $0.03 %
300Zoom Communications Inc 12,408997.5K $0.03 %

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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