Titelia

Holdings of MFS Global Equity Series

MFS VARIABLE INSURANCE TRUST · 83 declared positions · as of Mar 31, 2026

Original filing · Net assets 37.6M $ · Ten largest lines: 29.7 % of the equity sleeve

Sector breakdown

  • Technology 12.6 %
  • Financials 12.0 %
  • Health care 9.2 %
  • Industrials 7.4 %
  • Consumer discretionary 7.0 %
  • Materials 3.7 %
  • Communication 3.6 %
  • Energy 0.6 %
  • Unattributed 44.2 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 60.1 %
  • EUR 21.3 %
  • GBP 9.7 %
  • CHF 4.4 %
  • JPY 2.7 %
  • KRW 0.9 %
  • DKK 0.6 %
  • MXN 0.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 52.4 %
  • FR 10.8 %
  • GB 9.7 %
  • CH 4.4 %
  • DE 4.3 %
  • ES 3.2 %
  • JP 2.7 %
  • CA 2.5 %
  • IE 2.4 %
  • NL 1.5 %
  • TW 1.3 %
  • KR 0.9 %
  • Other countries 3.9 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US3419.6M $52.37 %
FR94M $10.79 %
GB113.6M $9.73 %
CH41.7M $4.42 %
DE41.6M $4.32 %
ES31.2M $3.21 %
JP41M $2.75 %
CA2921.8K $2.46 %
IE1916.6K $2.45 %
NL2561.6K $1.50 %
TW1476.5K $1.27 %
KR1326.2K $0.87 %

Positions

CompanySharesValueWeight
Microsoft Corp 4,4021.6M $4.34 %
Amazon.com Inc 7,1171.5M $3.95 %
Alphabet Inc 4,6201.3M $3.54 %
Visa Inc 4,0721.2M $3.28 %
Charles Schwab Corp/The 10,6471M $2.66 %
Schneider Electric SE 3,445946.2K $2.52 %
Willis Towers Watson PLC 3,153916.6K $2.44 %
Broadcom Inc 2,878890.8K $2.37 %
Medtronic PLC 10,175881.7K $2.35 %
Thermo Fisher Scientific Inc 1,676823.8K $2.19 %
Becton Dickinson & Co 4,606724.2K $1.93 %
Honeywell International Inc 3,062692.1K $1.84 %
UBS Group AG 17,178668.1K $1.78 %
Canadian Pacific Kansas City Ltd 8,007629.8K $1.68 %
Linde PLC 1,261625.2K $1.66 %
Waters Corp 2,027603.6K $1.61 %
Legrand SA 3,731576.5K $1.53 %
LVMH Moet Hennessy Louis Vuitton SE 1,017565.3K $1.50 %
Pernod Ricard SA 7,506560.2K $1.49 %
TransUnion 7,860543.8K $1.45 %
Melrose Industries PLC 78,214526.8K $1.40 %
American Express Co 1,725521.8K $1.39 %
Merck KGaA 4,129512.8K $1.37 %
Symrise AG 5,940502.8K $1.34 %
Amadeus IT Group SA 8,810500.8K $1.33 %
Taiwan Semiconductor Manufacturing Co Ltd 1,410476.5K $1.27 %
Davide Campari-Milano NV 65,284465K $1.24 %
London Stock Exchange Group PLC 3,889459.6K $1.22 %
Accenture PLC 2,313458.6K $1.22 %
Arista Networks Inc 3,720456.7K $1.22 %
Cooper Cos Inc/The 6,282449.2K $1.20 %
Experian PLC 12,852446.7K $1.19 %
Haleon PLC 88,367437.2K $1.16 %
Union Pacific Corp 1,800436.7K $1.16 %
International Flavors & Fragrances Inc 5,952431.8K $1.15 %
Roche Holding AG 1,051415K $1.10 %
Aon PLC 1,250403.5K $1.07 %
Cie Financiere Richemont SA 2,246400.2K $1.07 %
STERIS PLC 1,805399.1K $1.06 %
MFS Institutional Money Market Portfolio 398,463398.5K $1.06 %
Sage Group PLC/The 34,838389.1K $1.04 %
Air Products and Chemicals Inc 1,329386.1K $1.03 %
BNP Paribas SA 4,028383.7K $1.02 %
Amphenol Corp 2,974375.8K $1.00 %
Air Liquide SA 1,776365.9K $0.97 %
Cellnex Telecom SA 11,224364.4K $0.97 %
CRH PLC 3,419359.4K $0.96 %
Diageo PLC 19,244357.6K $0.95 %
Rolls-Royce Holdings PLC 23,112352.9K $0.94 %
Deutsche Boerse AG 1,167339.3K $0.90 %
Aena SME SA 11,218334K $0.89 %
James Hardie Industries PLC 17,579332.9K $0.89 %
Samsung Electronics Co Ltd 2,904326.2K $0.87 %
Carrier Global Corp 5,773325.1K $0.87 %
Dassault Systemes SE 15,731320.3K $0.85 %
National Bank of Greece SA 20,634319.8K $0.85 %
Abbott Laboratories 3,103318.6K $0.85 %
Seven & i Holdings Co Ltd 23,600317.6K $0.85 %
Check Point Software Technologies Ltd 2,138305.4K $0.81 %
Canadian National Railway Co 2,841292K $0.78 %
Goldman Sachs Group Inc/The 318269K $0.72 %
MTU Aero Engines AG 734263K $0.70 %
Gilead Sciences Inc 1,879261.9K $0.70 %
Hoya Corp 1,500258.7K $0.69 %
Olympus Corp 25,000238K $0.63 %
Erste Group Bank AG 2,080224.8K $0.60 %
Aptiv PLC 3,719217.6K $0.58 %
FUJIFILM Holdings Corp 11,200212.9K $0.57 %
Carlsberg AS 1,690210.9K $0.56 %
TotalEnergies SE 2,272209.8K $0.56 %
Intertek Group PLC 4,153202.5K $0.54 %
Burberry Group PLC 12,948189.5K $0.50 %
Julius Baer Group Ltd 2,302169.6K $0.45 %
Beazley PLC 9,908166K $0.44 %
Marriott International Inc/MD 479156.7K $0.42 %
Microchip Technology Inc 2,292148.1K $0.39 %
Equifax Inc 755136K $0.36 %
Grupo Financiero Banorte SAB de CV 11,557128.2K $0.34 %
Whitbread PLC 3,650110.9K $0.30 %
Salesforce Inc 590110.1K $0.29 %
Hermes International SCA 57108.9K $0.29 %
Heineken NV 1,25696.7K $0.26 %
Versigent PLC 1,24039.5K $0.11 %