Titelia

Holdings of JNL/WMC Value Fund

JNL Series Trust · Original filing · Compare with another fund · Report an error

Net assets
878.7M $ including 868.3M $ in equities, 98.8 %
Positions
63 in 7 countries
Top ten
24.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 135,47538.9M $4.42 %
2JPMorgan Chase & Co 108,54531.9M $3.63 %
3Johnson & Johnson 106,41026M $2.96 %
4Merck & Co Inc 186,66822.5M $2.56 %
5Pfizer Inc 631,31617.7M $2.02 %
6Cisco Systems, Inc. 225,28717.5M $1.99 %
7Sempra 174,28116.9M $1.93 %
8UnitedHealth Group Inc 59,34516.1M $1.83 %
9T-Mobile US Inc 73,63815.5M $1.76 %
10Accenture PLC 74,63514.8M $1.68 %
11L3Harris Technologies Inc 41,11214.2M $1.61 %
12Archer-Daniels-Midland Co 194,12114.1M $1.61 %
13Elevance Health Inc 48,02814.1M $1.60 %
14Huntington Bancshares Inc/OH 888,68213.9M $1.58 %
15Chubb Ltd 42,58813.9M $1.58 %
16F5 Inc 47,80813.8M $1.57 %
17M&T Bank Corp 66,49513.7M $1.56 %
18American International Group Inc 182,11313.7M $1.56 %
19S&P Global Inc 32,21513.7M $1.56 %
20Marsh & McLennan Cos Inc 78,72413.7M $1.55 %
21Eaton Corp PLC 37,84513.5M $1.54 %
22Progressive Corp/The 67,98213.5M $1.53 %
23Johnson Controls International plc 102,91413.5M $1.53 %
24KKR & Co Inc 143,83813.3M $1.51 %
25Dick's Sporting Goods Inc 66,95613.3M $1.51 %
26Ferguson Enterprises Inc 56,77813.2M $1.51 %
27Targa Resources Corp 52,64413.2M $1.50 %
28American Electric Power Co Inc 100,47113.2M $1.50 %
29Nasdaq Inc 154,28013.1M $1.49 %
30Atmos Energy Corp 70,70313.1M $1.49 %
31Gilead Sciences Inc 93,22813M $1.48 %
32PNC Financial Services Group Inc/The 62,04512.9M $1.47 %
33MetLife Inc 182,47112.9M $1.47 %
34Amdocs Ltd 197,61112.9M $1.47 %
35NetApp Inc 125,24112.8M $1.46 %
36US Foods Holding Corp 138,81012.8M $1.46 %
37Diamondback Energy Inc 64,45812.7M $1.45 %
38Keurig Dr Pepper Inc 481,94112.7M $1.44 %
39Raymond James Financial Inc 84,92212.3M $1.40 %
40Broadcom Inc 39,28912.2M $1.38 %
41Industria de Diseno Textil SA 841,61912.1M $1.38 %
42Crown Castle Inc 148,73012.1M $1.38 %
43Marathon Petroleum Corp 49,45712.1M $1.37 %
44American Water Works Co Inc 88,49812M $1.37 %
45PACCAR Inc 104,23412M $1.37 %
46NVIDIA Corp 68,75612M $1.36 %
47NXP Semiconductors NV 60,18311.8M $1.35 %
48Antero Resources Corp 279,12211.8M $1.35 %
49Emerson Electric Co. 88,22711.6M $1.32 %
50Freeport-McMoRan Inc 191,53511.3M $1.28 %
51Gaming and Leisure Properties Inc 253,02611.2M $1.28 %
52LPL Financial Holdings Inc 37,31811.2M $1.28 %
53Zoetis Inc 93,29311M $1.26 %
54Microsoft Corp 29,78211M $1.25 %
55Ares Management Corp 100,69011M $1.25 %
56Eli Lilly & Co 11,65610.7M $1.22 %
57Unilever PLC 187,99610.7M $1.22 %
583M Co 72,35610.5M $1.20 %
59Gentex Corp 449,3959.8M $1.12 %
60Middleby Corp/The 72,2679.6M $1.09 %
61H&R Block Inc 290,3459.2M $1.05 %
62AstraZeneca PLC 45,4829M $1.02 %
63Roche Holding AG 19,8347.8M $0.89 %

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Sector breakdown

  • Financials 24.7 %
  • Health care 17.0 %
  • Technology 12.2 %
  • Industrials 10.2 %
  • Utilities 6.4 %
  • Communication 6.3 %
  • Consumer staples 5.8 %
  • Energy 4.4 %
  • Consumer discretionary 1.4 %
  • Real estate 1.4 %
  • Materials 1.3 %
  • Unattributed 9.0 %

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

Currency breakdown

  • USD 99.1 %
  • CHF 0.9 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 92.3 %
  • Ireland 1.6 %
  • Guernsey 1.5 %
  • Spain 1.4 %
  • Netherlands 1.4 %
  • United Kingdom 1.0 %
  • Switzerland 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States57801.2M $92.27 %
2Ireland113.5M $1.55 %
3Guernsey112.9M $1.49 %
4Spain112.1M $1.39 %
5Netherlands111.8M $1.36 %
6United Kingdom19M $1.03 %
7Switzerland17.8M $0.90 %
Cite this page

Titelia. "Holdings of JNL/WMC Value Fund". https://titelia.com/en/funds/S000001748