Titelia

Holdings of Putnam Dynamic Asset Allocation Conservative Fund

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

Net assets
809.4M $ including 424.8M $ in equities, 52.5 %
Positions
866 in 32 countries
Bond lines
322 from 178 companies
Top ten
15.3 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Prologis Inc 6,547865.4K $0.11 %
102Marvell Technology Inc 8,524844.3K $0.10 %
103Exelixis Inc 19,629841.9K $0.10 %
104Galderma Group AG 4,266838.4K $0.10 %
105ServiceNow Inc 7,933829.4K $0.10 %
106Deutsche Telekom AG 22,121825.6K $0.10 %
107CBRE Group Inc 6,000812.8K $0.10 %
108NRG Energy Inc 5,552811.4K $0.10 %
109British American Tobacco PLC 13,836803.3K $0.10 %
110MetLife Inc 11,272797.2K $0.10 %
111Linde PLC 1,588787.3K $0.10 %
112Otis Worldwide Corp 10,115779.7K $0.10 %
113Kroger Co/The 10,532762.1K $0.09 %
114Vulcan Materials Co 2,796761.4K $0.09 %
115Becton Dickinson & Co 4,771750.1K $0.09 %
116Equitable Holdings Inc 20,144747.5K $0.09 %
117Erste Group Bank AG 6,918747.3K $0.09 %
118Mitsui & Co Ltd 19,300746K $0.09 %
119Constellation Energy Corp. 2,662743.4K $0.09 %
120PPL Corp 19,334738.6K $0.09 %
121UBS Group AG 18,813733.6K $0.09 %
122Chugai Pharmaceutical Co Ltd 13,300733.5K $0.09 %
123Iberdrola SA 31,925730.9K $0.09 %
124Sherwin-Williams Co/The 2,248720.6K $0.09 %
125Ingersoll Rand Inc 8,732699.6K $0.09 %
126Blackrock Inc 713685.7K $0.08 %
127Safran SA 2,089683.6K $0.08 %
128Allianz SE 1,593672.8K $0.08 %
129Vinci SA 4,474671.5K $0.08 %
130BNP Paribas SA 7,047671.3K $0.08 %
131Live Nation Entertainment Inc 4,373666.9K $0.08 %
132Apollo Global Management Inc 5,984666.7K $0.08 %
133Investor AB 17,377658.1K $0.08 %
134United Rentals Inc 903657.9K $0.08 %
135RWE AG 9,642648.7K $0.08 %
136Inpex Corp 21,700641.9K $0.08 %
137Lloyds Banking Group PLC 512,266634.9K $0.08 %
138KDDI Corp 36,900628.3K $0.08 %
139Compass Group PLC 22,291621.9K $0.08 %
140Equinor ASA 14,430614.8K $0.08 %
141General Dynamics Corp 1,788613.7K $0.08 %
142Mitsubishi Electric Corp 18,600608.4K $0.08 %
143Snowflake Inc 4,020606.3K $0.07 %
144IDEXX Laboratories Inc 1,069600.7K $0.07 %
145Sony Group Corp 28,700598.2K $0.07 %
146Sumitomo Mitsui Financial Group Inc 18,100595.1K $0.07 %
147Barclays PLC 113,710595.1K $0.07 %
148Carlsberg AS 4,715585.8K $0.07 %
149Palantir Technologies Inc 3,968580.4K $0.07 %
150Enel SpA 52,908578.4K $0.07 %
151Kioxia Holdings Corp. 4,400574.6K $0.07 %
152PPG Industries Inc 5,341570.8K $0.07 %
153Starbucks Corp 6,354569.3K $0.07 %
154GSK PLC 20,634568.4K $0.07 %
155Infineon Technologies AG 12,434564.1K $0.07 %
156NN Group NV 7,202562.4K $0.07 %
157UniCredit SpA 7,820561K $0.07 %
158Ball Corp 9,457559K $0.07 %
159Galp Energia SGPS SA 23,186555.9K $0.07 %
160VICI Properties Inc 20,245553.1K $0.07 %
161NatWest Group PLC 74,550552.3K $0.07 %
162Hitachi Ltd 18,700548.6K $0.07 %
163WH Group Ltd 416,500547.5K $0.07 %
164Bank Leumi Le-Israel BM 24,302543.5K $0.07 %
165Johnson Controls International plc 4,113538.6K $0.07 %
166Lonza Group AG 838537.6K $0.07 %
167Canadian Pacific Kansas City Ltd 6,682525.6K $0.06 %
168SAP SE 3,073523.9K $0.06 %
169Rio Tinto PLC 5,612520.6K $0.06 %
170ACS Actividades de Construccion y Servicios SA 4,267520.4K $0.06 %
171Axis Capital Holdings Ltd 5,084515.6K $0.06 %
172Imperial Brands PLC 12,601510.9K $0.06 %
173Jardine Matheson Holdings Ltd 7,100510.4K $0.06 %
174AIA Group Ltd 45,600506.7K $0.06 %
175Fortescue Ltd 35,450506.6K $0.06 %
176Oracle Corp 3,439505.9K $0.06 %
177Prosus NV 10,908505K $0.06 %
178National Bank of Greece SA 32,097495.8K $0.06 %
179Schneider Electric SE 1,818495.2K $0.06 %
180BJ's Wholesale Club Holdings Inc 5,012493.3K $0.06 %
181Comcast Corp 17,112491.3K $0.06 %
182BP PLC 61,169478.8K $0.06 %
183TransDigm Group Inc 413478.7K $0.06 %
184Holcim AG 5,774477.3K $0.06 %
185Euronext NV 2,952474K $0.06 %
186Cie de Saint-Gobain SA 5,698471.8K $0.06 %
187Novo Nordisk A/S 12,821469.2K $0.06 %
188Globe Life Inc 3,360467.6K $0.06 %
189Nasdaq Inc 5,503467.1K $0.06 %
190Koninklijke Ahold Delhaize NV 10,012466.3K $0.06 %
191Taiwan Semiconductor Manufacturing Co Ltd 8,000462.7K $0.06 %
192Novo Nordisk A/S 12,418456.4K $0.06 %
193Berkshire Hathaway Inc 947453.8K $0.06 %
194TJX Cos Inc/The 2,828451.6K $0.06 %
195Banco Bilbao Vizcaya Argentaria SA 20,830449.9K $0.06 %
196Vodafone Group PLC 296,950447.9K $0.06 %
197Unilever PLC 7,989438.6K $0.05 %
198Engie SA 13,518435.7K $0.05 %
199Kansai Electric Power Co Inc/The 25,800429K $0.05 %
200Nomura Holdings Inc 52,500413.4K $0.05 %

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The bonds it holds

178 companies, 322 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp64.2M $0.52 %
2JPMorgan Chase & Co43.2M $0.39 %
3Morgan Stanley62.8M $0.34 %
4Citigroup Inc52.6M $0.32 %
5Wells Fargo & Co22.2M $0.27 %
6Goldman Sachs Group Inc/The22M $0.25 %
7AT&T Inc41.5M $0.19 %
8Energy Transfer LP31.5M $0.19 %
9Verizon Communications Inc41.5M $0.19 %
10Banco Santander SA21.5M $0.18 %
11American Tower Corp51.4M $0.17 %
12Boeing Co/The81.4M $0.17 %
13Oracle Corp61.2M $0.15 %
14Crown Castle Inc51M $0.13 %
15Philip Morris International Inc.3948K $0.12 %
16Capital One Financial Corp2891.9K $0.11 %
17Equinix Inc2885.3K $0.11 %
18Netflix Inc3868.4K $0.11 %
19Carnival Corp6792.2K $0.10 %
20Cheniere Energy Partners LP1747.9K $0.09 %
21Omnicom Group Inc1745.8K $0.09 %
22NRG Energy Inc5739.4K $0.09 %
23Apple Inc2737.2K $0.09 %
24Ally Financial Inc3699.3K $0.09 %
25Duke Energy Corp2693.5K $0.09 %
26PNC Financial Services Group Inc/The2654.9K $0.08 %
27Rogers Communications Inc1610.3K $0.08 %
28Republic Services Inc1588.6K $0.07 %
29Amgen Inc2578.4K $0.07 %
30Qnity Electronics Inc2572.6K $0.07 %
31BAE Systems PLC2567.7K $0.07 %
32Commonwealth Bank of Australia1556.7K $0.07 %
33Dominion Energy Inc1529.7K $0.07 %
34DR Horton Inc2523.4K $0.06 %
35DaVita Inc3522.4K $0.06 %
36Ares Capital Corp3515.3K $0.06 %
37US Bancorp1512.9K $0.06 %
38American Express Co2508K $0.06 %
39Howmet Aerospace Inc2505.8K $0.06 %
40Intel Corp1503.6K $0.06 %
41Kinder Morgan, Inc.2497.5K $0.06 %
42Toronto-Dominion Bank/The1491.2K $0.06 %
43American Electric Power Co Inc2476K $0.06 %
44Moody's Corp2458.9K $0.06 %
45CVS Health Corp5453.7K $0.06 %
46Hewlett Packard Enterprise Co2453.7K $0.06 %
47Dick's Sporting Goods Inc2445.7K $0.06 %
48Motorola Solutions Inc3439.2K $0.05 %
49RTX Corp3420.5K $0.05 %
50CaixaBank SA2405.9K $0.05 %
51Intesa Sanpaolo SpA1395.9K $0.05 %
52Royal Caribbean Cruises Ltd4393.7K $0.05 %
53Royalty Pharma PLC3393.4K $0.05 %
54Alimentation Couche-Tard Inc2377.7K $0.05 %
55Home Depot Inc/The3371.2K $0.05 %
56ONEOK Inc1369.1K $0.05 %
57Fairfax Financial Holdings Ltd1366.6K $0.05 %
58Tenet Healthcare Corp2343.7K $0.04 %
59Mitsubishi UFJ Financial Group Inc1339.9K $0.04 %
60Becton Dickinson & Co1338.6K $0.04 %
61AbbVie Inc2337.2K $0.04 %
62Huntington Bancshares Inc/OH1330.7K $0.04 %
63Waste Connections Inc3326.2K $0.04 %
64Merck & Co Inc1325.7K $0.04 %
65Eli Lilly & Co2321.9K $0.04 %
66Encore Capital Group Inc1317.4K $0.04 %
67Occidental Petroleum Corp2315.4K $0.04 %
68Alphabet Inc2312.9K $0.04 %
69UBS Group AG1307.5K $0.04 %
70GE HealthCare Technologies Inc2307.5K $0.04 %
71ABN AMRO Bank NV1302.4K $0.04 %
72Marriott International Inc/MD1292.6K $0.04 %
73ServiceNow Inc1290.8K $0.04 %
74Broadcom Inc4283.3K $0.04 %
75Bombardier Inc4283.2K $0.04 %
76MSCI Inc1276.1K $0.03 %
77Viatris Inc1274.5K $0.03 %
78UnitedHealth Group Inc1266.9K $0.03 %
79EW Scripps Co/The1257.5K $0.03 %
80Clear Channel Outdoor Holdings Inc3256.8K $0.03 %
81EquipmentShare.com Inc2249.3K $0.03 %
82Brown & Brown Inc2249.1K $0.03 %
83Grifols SA1243.4K $0.03 %
84Ryder System Inc1239.1K $0.03 %
85Comcast Corp3238.5K $0.03 %
86Amazon.com Inc2238K $0.03 %
87ATI Inc4237.4K $0.03 %
88Kenvue Inc1237K $0.03 %
89Walt Disney Co/The1227.5K $0.03 %
90Synopsys Inc1225.7K $0.03 %
91Caterpillar Inc1225.5K $0.03 %
92Intercontinental Exchange Inc2223.5K $0.03 %
93Johnson Controls International plc1223.1K $0.03 %
94Insulet Corp1219.6K $0.03 %
95Salesforce Inc1215.1K $0.03 %
96Iron Mountain Inc1214.5K $0.03 %
97Gray Media Inc3208.7K $0.03 %
98Nissan Motor Co Ltd1205.9K $0.03 %
99SUNOCO LP3205K $0.03 %
100Humana Inc1204K $0.03 %

Sector breakdown

  • Technology 24.4 %
  • Financials 11.8 %
  • Communication 9.2 %
  • Industrials 8.9 %
  • Health care 8.8 %
  • Consumer discretionary 7.2 %
  • Consumer staples 4.8 %
  • Energy 3.3 %
  • Materials 3.1 %
  • Utilities 2.3 %
  • Real estate 1.2 %
  • Unattributed 14.9 %

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

Currency breakdown

  • USD 83.0 %
  • EUR 6.1 %
  • JPY 3.6 %
  • GBP 3.3 %
  • CHF 1.7 %
  • AUD 0.4 %
  • HKD 0.4 %
  • DKK 0.4 %
  • ILS 0.3 %
  • SEK 0.2 %
  • NOK 0.2 %
  • TWD 0.1 %
  • SGD 0.1 %
  • CAD 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 81.0 %
  • United Kingdom 4.0 %
  • Japan 3.6 %
  • France 2.0 %
  • Switzerland 1.7 %
  • Netherlands 1.2 %
  • Germany 1.1 %
  • Australia 0.8 %
  • Spain 0.7 %
  • Denmark 0.5 %
  • Italy 0.5 %
  • Hong Kong SAR China 0.4 %
  • Other countries 2.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States658343.9M $80.95 %
2United Kingdom3117.2M $4.04 %
3Japan4815.3M $3.60 %
4France188.5M $2.00 %
5Switzerland107.1M $1.67 %
6Netherlands75.1M $1.21 %
7Germany114.7M $1.11 %
8Australia63.4M $0.79 %
9Spain83.1M $0.72 %
10Denmark62.1M $0.48 %
11Italy72M $0.48 %
12Hong Kong SAR China81.9M $0.44 %
Cite this page

Titelia. "Holdings of Putnam Dynamic Asset Allocation Conservative Fund". https://titelia.com/en/funds/S000000779