Titelia

Holdings of Putnam VT Global Asset Allocation Fund

Putnam Variable Trust · Original filing · Compare with another fund · Report an error

Net assets
92.7M $ including 71M $ in equities, 76.5 %
Positions
794 in 27 countries
Bond lines
291 from 165 companies
Top ten
23.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 25,9664.5M $4.88 %
2Apple Inc 16,4294.2M $4.50 %
3Alphabet Inc 9,8672.8M $3.06 %
4Microsoft Corp 6,4372.4M $2.57 %
5Amazon.com Inc 11,0962.3M $2.49 %
6Meta Platforms Inc 2,9521.7M $1.82 %
7Mastercard Inc 2,1381.1M $1.15 %
8Merck & Co Inc 8,246991.9K $1.07 %
9Eli Lilly & Co 1,052967.6K $1.04 %
10Broadcom Inc 3,121966K $1.04 %
11Tesla Inc 2,574956.9K $1.03 %
12Lam Research Corp 4,400940.1K $1.01 %
13Citigroup Inc 8,012908.6K $0.98 %
14Netflix Inc 9,120876.9K $0.95 %
15Goldman Sachs Group Inc/The 1,032873.1K $0.94 %
16Caterpillar Inc 1,232872.8K $0.94 %
17AT&T Inc 27,881808.3K $0.87 %
18Lockheed Martin Corp 1,267765.8K $0.83 %
19Adobe Inc 2,938714.2K $0.77 %
20Airbnb Inc 5,636711.7K $0.77 %
21Cheniere Energy Inc 2,433690.4K $0.74 %
22State Street Corp 5,329674.4K $0.73 %
23Colgate-Palmolive Co 7,897673.1K $0.73 %
24QUALCOMM Inc 5,081654.3K $0.71 %
25GE Vernova Inc 720628.5K $0.68 %
26Philip Morris International Inc. 3,385559.7K $0.60 %
27Regeneron Pharmaceuticals, Inc. 716553.2K $0.60 %
28TechnipFMC PLC 7,635527.8K $0.57 %
29Veeva Systems Inc 2,812494K $0.53 %
30CF Industries Holdings Inc 3,480451.8K $0.49 %
31Vertiv Holdings Co 1,723431.7K $0.47 %
32Simon Property Group Inc 2,145400.1K $0.43 %
33Incyte Corp 3,991375.6K $0.41 %
34Autodesk Inc 1,496358.1K $0.39 %
35ASML Holding NV 266353.7K $0.38 %
36Bristol-Myers Squibb Co 5,607340.1K $0.37 %
37PepsiCo Inc 2,032315.5K $0.34 %
38Monster Beverage Corp 4,304311.9K $0.34 %
39Invitation Homes Inc 12,016298.6K $0.32 %
40Procter & Gamble Co/The 2,035293.9K $0.32 %
41Ciena Corp 716278K $0.30 %
42General Electric Co 915259.6K $0.28 %
43Arista Networks Inc 2,098257.6K $0.28 %
44Exelixis Inc 5,998257.3K $0.28 %
45MetLife Inc 3,377238.8K $0.26 %
46HSBC Holdings PLC 14,475237.7K $0.26 %
47Novartis AG 1,546237.3K $0.26 %
48Equitable Holdings Inc 6,190229.7K $0.25 %
49TotalEnergies SE 2,270208.3K $0.22 %
50Walmart Inc 1,630202.6K $0.22 %
51Spotify Technology SA 383185.7K $0.20 %
52Banco Santander SA 16,362183.4K $0.20 %
53BHP Group Ltd 5,010181.3K $0.20 %
54General Dynamics Corp 526180.5K $0.19 %
55Bank of America Corp 3,562173.6K $0.19 %
56Deutsche Telekom AG 4,521168.7K $0.18 %
57ABB Ltd 2,055167.1K $0.18 %
58VICI Properties Inc 6,026164.6K $0.18 %
59American Tower Corp 951164.1K $0.18 %
60Axis Capital Holdings Ltd 1,524154.5K $0.17 %
61UBS Group AG 3,894151.8K $0.16 %
62Mitsui & Co Ltd 3,900150.7K $0.16 %
63Globe Life Inc 1,029143.2K $0.15 %
64Allianz SE 331139.8K $0.15 %
65Vinci SA 927139.1K $0.15 %
66Hoya Corp 800138.7K $0.15 %
67TJX Cos Inc/The 848135.4K $0.15 %
68Booking Holdings Inc 32134.7K $0.15 %
69Investor AB 3,551134.5K $0.15 %
70Berkshire Hathaway Inc 278133.2K $0.14 %
71RWE AG 1,971132.6K $0.14 %
72Lloyds Banking Group PLC 105,977131.4K $0.14 %
73Inpex Corp 4,400130.1K $0.14 %
74KDDI Corp 7,600129.4K $0.14 %
75Airbus SE 675127.6K $0.14 %
76Equinor ASA 2,950125.7K $0.14 %
77Mitsubishi Electric Corp 3,800124.3K $0.13 %
78Barclays PLC 23,127121K $0.13 %
79GSK PLC 4,272117.7K $0.13 %
80Kioxia Holdings Corp. 900117.5K $0.13 %
81NN Group NV 1,472115K $0.12 %
82UniCredit SpA 1,595114.4K $0.12 %
83Bank Leumi Le-Israel BM 5,031112.5K $0.12 %
84WH Group Ltd 85,000111.7K $0.12 %
85NatWest Group PLC 15,048111.5K $0.12 %
86Neurocrine Biosciences Inc 826108.8K $0.12 %
87SAP SE 628107.1K $0.12 %
88ACS Actividades de Construccion y Servicios SA 872106.3K $0.11 %
89Imperial Brands PLC 2,621106.3K $0.11 %
90Fortescue Ltd 7,335104.8K $0.11 %
91Prosus NV 2,259104.6K $0.11 %
92Costco Wholesale Corp 104103.6K $0.11 %
93Rio Tinto PLC 1,094101.5K $0.11 %
94Solstice Advanced Materials Inc 1,30599.4K $0.11 %
95Holcim AG 1,20299.4K $0.11 %
96Mitsubishi UFJ Financial Group Inc 5,80098.2K $0.11 %
97Koninklijke Ahold Delhaize NV 2,07196.4K $0.10 %
98Las Vegas Sands Corp 1,77095.4K $0.10 %
99Banco Bilbao Vizcaya Argentaria SA 4,33293.6K $0.10 %
100Vodafone Group PLC 60,68091.5K $0.10 %

Download this table: CSV, JSON

The bonds it holds

165 companies, 291 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co4323.6K $0.35 %
2Bank of America Corp3320.5K $0.35 %
3Citigroup Inc4310.1K $0.33 %
4Morgan Stanley7286.5K $0.31 %
5Boeing Co/The8228.4K $0.25 %
6Verizon Communications Inc4188.2K $0.20 %
7Wells Fargo & Co2185.3K $0.20 %
8Banco Santander SA1179.6K $0.19 %
9AT&T Inc4157.2K $0.17 %
10Philip Morris International Inc.4149.7K $0.16 %
11Goldman Sachs Group Inc/The3143.2K $0.15 %
12American Tower Corp3138.1K $0.15 %
13Air Lease Corp3124.6K $0.13 %
14Energy Transfer LP3121.1K $0.13 %
15Amgen Inc4120.9K $0.13 %
16Duke Energy Corp2107.6K $0.12 %
17Howmet Aerospace Inc3106.7K $0.12 %
18Crown Castle Inc5103.1K $0.11 %
19Republic Services Inc1102.2K $0.11 %
20Apple Inc393.9K $0.10 %
21American Express Co386.6K $0.09 %
22Carnival Corp684.5K $0.09 %
23Capital One Financial Corp284.3K $0.09 %
24Cheniere Energy Partners LP179.7K $0.09 %
25Oracle Corp579.7K $0.09 %
26Netflix Inc275.5K $0.08 %
27Commonwealth Bank of Australia174K $0.08 %
28PNC Financial Services Group Inc/The273.2K $0.08 %
29Rogers Communications Inc165.7K $0.07 %
30DR Horton Inc264.1K $0.07 %
31Ally Financial Inc262.8K $0.07 %
32Moody's Corp259.1K $0.06 %
33CSX Corp157.8K $0.06 %
34Johnson Controls International plc154.9K $0.06 %
35American Electric Power Co Inc154.9K $0.06 %
36Toronto-Dominion Bank/The154.7K $0.06 %
37Ares Capital Corp354.2K $0.06 %
38Meta Platforms Inc253.8K $0.06 %
39Occidental Petroleum Corp252.5K $0.06 %
40Intel Corp152.5K $0.06 %
41US Bancorp151.9K $0.06 %
42Broadcom Inc450.3K $0.05 %
43Walt Disney Co/The149.7K $0.05 %
44Omnicom Group Inc147.1K $0.05 %
45NRG Energy Inc345.8K $0.05 %
46S&P Global Inc245.4K $0.05 %
47Motorola Solutions Inc345.3K $0.05 %
48Dominion Energy Inc145.1K $0.05 %
49ONEOK Inc144.5K $0.05 %
50Hewlett Packard Enterprise Co243.8K $0.05 %
51Eli Lilly & Co242.9K $0.05 %
52CVS Health Corp442.1K $0.05 %
53Honeywell International Inc141.8K $0.05 %
54Waste Connections Inc341.4K $0.04 %
55Walmart Inc140.4K $0.04 %
56Royal Caribbean Cruises Ltd440.3K $0.04 %
57GE HealthCare Technologies Inc240.3K $0.04 %
58Merck & Co Inc139K $0.04 %
59Home Depot Inc/The238.9K $0.04 %
60Alimentation Couche-Tard Inc237.9K $0.04 %
61Royalty Pharma PLC237.8K $0.04 %
62Marriott International Inc/MD136.8K $0.04 %
63Paychex Inc135.3K $0.04 %
64ATI Inc435.3K $0.04 %
65Huntington Bancshares Inc/OH135.2K $0.04 %
66SUNOCO LP335K $0.04 %
67Becton Dickinson & Co134.5K $0.04 %
68Waste Management Inc133.6K $0.04 %
69Dick's Sporting Goods Inc232.8K $0.04 %
70Kinder Morgan, Inc.332.1K $0.03 %
71DaVita Inc130.8K $0.03 %
72Ryder System Inc130.4K $0.03 %
73Expand Energy Corp130K $0.03 %
74Enbridge Inc130K $0.03 %
75Caesars Entertainment Inc329.2K $0.03 %
76RTX Corp329.1K $0.03 %
77MSCI Inc128.4K $0.03 %
78Gray Media Inc327.5K $0.03 %
79Kenvue Inc126.2K $0.03 %
80Clear Channel Outdoor Holdings Inc326.2K $0.03 %
81ServiceNow Inc126K $0.03 %
82EquipmentShare.com Inc226K $0.03 %
83Caterpillar Inc125.6K $0.03 %
84Humana Inc125.5K $0.03 %
85PRA Group Inc125.3K $0.03 %
86AbbVie Inc225.3K $0.03 %
87Tenet Healthcare Corp225.2K $0.03 %
88Iron Mountain Inc124.9K $0.03 %
89Cadence Design Systems Inc124.9K $0.03 %
90PG&E Corp224.9K $0.03 %
91Viatris Inc124.2K $0.03 %
92Hyatt Hotels Corp122.2K $0.02 %
93Marsh & McLennan Cos Inc122.1K $0.02 %
94Synopsys Inc120.2K $0.02 %
95Vistra Corp220.1K $0.02 %
96Corebridge Financial Inc119.5K $0.02 %
97EW Scripps Co/The119.4K $0.02 %
98TTM Technologies Inc119.2K $0.02 %
99Boyd Gaming Corp119K $0.02 %
100Westpac Banking Corp118.6K $0.02 %

Sector breakdown

  • Technology 24.2 %
  • Financials 10.4 %
  • Communication 9.7 %
  • Industrials 8.1 %
  • Consumer discretionary 7.5 %
  • Health care 7.5 %
  • Consumer staples 4.2 %
  • Energy 3.0 %
  • Materials 2.0 %
  • Utilities 1.7 %
  • Real estate 1.2 %
  • Unattributed 20.4 %

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

Currency breakdown

  • USD 86.2 %
  • EUR 4.8 %
  • JPY 3.1 %
  • GBP 2.5 %
  • CHF 1.2 %
  • AUD 0.5 %
  • ILS 0.4 %
  • HKD 0.3 %
  • DKK 0.3 %
  • SEK 0.3 %
  • NOK 0.2 %
  • SGD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 84.4 %
  • Japan 3.1 %
  • United Kingdom 3.1 %
  • France 1.5 %
  • Switzerland 1.2 %
  • Germany 1.0 %
  • Netherlands 1.0 %
  • Australia 0.8 %
  • Spain 0.7 %
  • Bermuda 0.4 %
  • Israel 0.4 %
  • Italy 0.4 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States62259.9M $84.40 %
2Japan402.2M $3.11 %
3United Kingdom252.2M $3.10 %
4France161.1M $1.48 %
5Switzerland9881.9K $1.24 %
6Germany8725.3K $1.02 %
7Netherlands5724.6K $1.02 %
8Australia6563.1K $0.79 %
9Spain7477.7K $0.67 %
10Bermuda10317.6K $0.45 %
11Israel3260.6K $0.37 %
12Italy6257.5K $0.36 %
Cite this page

Titelia. "Holdings of Putnam VT Global Asset Allocation Fund". https://titelia.com/en/funds/S000003896