Titelia

Holdings of Putnam VT International Equity Fund

Putnam Variable Trust · 57 declared positions · as of Mar 31, 2026

Original filing · Net assets 291.9M $ · Ten largest lines: 29.6 % of the equity sleeve

Sector breakdown

  • Industrials 12.4 %
  • Materials 9.5 %
  • Health care 9.5 %
  • Financials 6.5 %
  • Technology 5.1 %
  • Consumer staples 5.0 %
  • Energy 3.7 %
  • Utilities 2.9 %
  • Communication 1.9 %
  • Consumer discretionary 1.4 %
  • Unattributed 42.0 %

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

  • EUR 35.6 %
  • GBP 20.7 %
  • JPY 19.2 %
  • CHF 7.3 %
  • USD 5.3 %
  • HKD 3.4 %
  • AUD 2.4 %
  • DKK 2.1 %
  • TWD 1.9 %
  • CAD 1.1 %
  • IDR 1.0 %

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

  • GB 20.7 %
  • JP 19.2 %
  • FR 10.3 %
  • CH 7.3 %
  • NL 6.5 %
  • US 5.1 %
  • DE 4.8 %
  • HK 3.4 %
  • IT 3.1 %
  • ES 2.9 %
  • AU 2.4 %
  • PT 2.2 %
  • Other countries 12.0 %

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

CountryLinesValue (USD)Share
GB1156.8M $20.71 %
JP1252.7M $19.21 %
FR528.3M $10.34 %
CH319.9M $7.25 %
NL318M $6.55 %
US314M $5.12 %
DE313.2M $4.81 %
HK29.3M $3.41 %
IT28.4M $3.06 %
ES18.1M $2.94 %
AU16.6M $2.40 %
PT16.1M $2.24 %

Positions

CompanySharesValue (USD)Weight
AstraZeneca PLC 49,1519.6M $3.29 %
British American Tobacco PLC 153,3028.9M $3.05 %
Glencore PLC 1,167,3378.8M $3.03 %
ASML Holding NV 6,5908.8M $3.00 %
Roche Holding AG 20,4738.2M $2.80 %
Hoya Corp 46,8008.1M $2.78 %
Iberdrola SA 352,2948.1M $2.76 %
Safran SA 23,0937.6M $2.59 %
BHP Group Ltd 182,1076.6M $2.26 %
Sumitomo Mitsui Financial Group Inc 199,9006.6M $2.25 %
Novartis AG 42,1186.5M $2.21 %
Mitsubishi UFJ Financial Group Inc 381,6006.5M $2.21 %
Airbus SE 33,4746.3M $2.17 %
Infineon Technologies AG 136,9256.2M $2.13 %
Linde PLC 12,5226.2M $2.13 %
Galp Energia SGPS SA 256,4126.1M $2.11 %
Hitachi Ltd 206,8006.1M $2.08 %
BNP Paribas SA 59,8365.7M $1.95 %
Enel SpA 517,0585.7M $1.94 %
AIA Group Ltd 505,8005.6M $1.93 %
Schneider Electric SE 20,1535.5M $1.88 %
National Bank of Greece SA 354,6905.5M $1.88 %
Chugai Pharmaceutical Co Ltd 97,8005.4M $1.85 %
BP PLC 676,4515.3M $1.81 %
ABB Ltd 64,4685.2M $1.80 %
Euronext NV 32,4905.2M $1.79 %
Sony Group Corp 247,2005.2M $1.77 %
Taiwan Semiconductor Manufacturing Co Ltd 89,0005.1M $1.76 %
Erste Group Bank AG 47,0385.1M $1.74 %
Shell PLC 104,8904.9M $1.68 %
Unilever PLC 87,6704.8M $1.65 %
CRH PLC 43,0704.5M $1.54 %
Carlsberg AS 32,0194M $1.36 %
Universal Music Group NV 204,7224M $1.36 %
Nintendo Co Ltd 66,1003.8M $1.29 %
Alibaba Group Holding Ltd 237,7003.7M $1.28 %
Deutsche Bank AG 119,9603.6M $1.22 %
Siemens AG 13,9153.4M $1.16 %
Prudential PLC 238,9723.3M $1.14 %
Sunbelt Rentals Holdings Inc 52,0313.3M $1.14 %
Cie de Saint-Gobain SA 39,4653.3M $1.12 %
Compass Group PLC 112,7683.1M $1.08 %
Canadian National Railway Co 29,6003M $1.04 %
Coca-Cola Europacific Partners PLC 33,5003M $1.04 %
Jardine Matheson Holdings Ltd 41,6003M $1.02 %
Tesco PLC 439,4672.8M $0.95 %
MINEBEA MITSUMI Inc 166,1002.8M $0.94 %
Prysmian SpA 23,0992.7M $0.93 %
Ryanair Holdings PLC 41,5502.4M $0.82 %
SBI Holdings Inc 129,3002.4M $0.82 %
Japan Exchange Group Inc 193,8002.3M $0.78 %
Melrose Industries PLC 316,7022.1M $0.74 %
Ebara Corp 75,7002.1M $0.73 %
Novo Nordisk A/S 50,9551.9M $0.64 %
NOF Corp 78,8001.6M $0.54 %
Unilever Indonesia Tbk PT 13,161,7001.4M $0.49 %
Indofood CBP Sukses Makmur Tbk PT 3,125,8001.4M $0.46 %