Titelia

Holdings of Global Strategist Portfolio

MORGAN STANLEY VARIABLE INSURANCE FUND INC. ·1145 declared positions · as of Mar 31, 2026

Original filing · Net assets 76.7M $ · Ten largest lines: 24.6 % of the equity sleeve

Sector breakdown

  • Technology 24.1 %
  • Financials 13.4 %
  • Health care 10.0 %
  • Industrials 8.5 %
  • Consumer discretionary 8.1 %
  • Communication 7.5 %
  • Consumer staples 4.9 %
  • Energy 3.7 %
  • Materials 3.0 %
  • Utilities 2.4 %
  • Real estate 1.0 %
  • Unattributed 13.4 %

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

Currency breakdown

  • USD 72.4 %
  • EUR 10.8 %
  • GBP 4.7 %
  • CAD 4.1 %
  • CHF 2.8 %
  • AUD 2.1 %
  • SEK 1.0 %
  • HKD 0.6 %
  • DKK 0.5 %
  • SGD 0.5 %
  • NOK 0.3 %
  • ILS 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 72.0 %
  • GB 4.7 %
  • CA 3.9 %
  • FR 3.1 %
  • CH 2.9 %
  • DE 2.7 %
  • AU 2.1 %
  • NL 1.8 %
  • ES 1.2 %
  • SE 1.0 %
  • IT 1.0 %
  • HK 0.6 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US56126.2M $71.96 %
2GB711.7M $4.72 %
3CA761.4M $3.93 %
4FR511.1M $3.11 %
5CH411.1M $2.90 %
6DE47997.3K $2.74 %
7AU46750.8K $2.06 %
8NL33664.7K $1.83 %
9ES19422.9K $1.16 %
10SE40364.1K $1.00 %
11IT24362.3K $1.00 %
12HK20209.4K $0.58 %

Positions

RankCompanySharesValueWeight
101BP PLC 8,78668.8K $0.09 %
102Analog Devices Inc 21668.7K $0.09 %
103Boeing Co/The 34568.7K $0.09 %
104UBS Group AG 1,73367.6K $0.09 %
105Palo Alto Networks Inc 42067.3K $0.09 %
106Air Liquide SA 32266.6K $0.09 %
107Unilever PLC 1,21266.5K $0.09 %
108Safran SA 20165.8K $0.09 %
109AIA Group Ltd 5,91365.7K $0.09 %
110Blackrock Inc 6764.4K $0.08 %
111Molina Healthcare Inc 48264.3K $0.08 %
112Union Pacific Corp 26063.1K $0.08 %
113Airbus SE 33162.6K $0.08 %
114Deere & Co 11162.5K $0.08 %
115GSK PLC 2,25862.2K $0.08 %
116Honeywell International Inc 27562.2K $0.08 %
117Novo Nordisk A/S 1,69061.8K $0.08 %
118Eaton Corp PLC 17261.5K $0.08 %
119Uber Technologies Inc 85461.4K $0.08 %
120QUALCOMM Inc 47761.4K $0.08 %
121Sanofi SA 61459.3K $0.08 %
122Enbridge Inc 1,09259.2K $0.08 %
123Booking Holdings Inc 1458.9K $0.08 %
124Rio Tinto PLC 62558K $0.08 %
125Lowe's Cos Inc 24557.9K $0.08 %
126S&P Global Inc 13557.4K $0.07 %
127Welltower Inc 28957.1K $0.07 %
128Arista Networks Inc 46356.8K $0.07 %
129Zurich Insurance Group AG 8056.5K $0.07 %
130UniCredit SpA 78256.1K $0.07 %
131L'Oreal SA 13454.7K $0.07 %
132Lockheed Martin Corp 9054.4K $0.07 %
133Capital One Financial Corp 29754.2K $0.07 %
134Accenture PLC 27253.9K $0.07 %
135Danaher Corp 28353.7K $0.07 %
136BNP Paribas SA 56253.5K $0.07 %
137Chubb Ltd 16453.5K $0.07 %
138Prologis Inc 40253.1K $0.07 %
139Bristol-Myers Squibb Co 86852.6K $0.07 %
140Westpac Banking Corp 1,88152K $0.07 %
141Cie Financiere Richemont SA 29351.7K $0.07 %
142Canadian Natural Resources Ltd 1,05751.6K $0.07 %
143Agnico Eagle Mines Ltd 25451.6K $0.07 %
144DBS Group Holdings Ltd 1,15751.5K $0.07 %
145Intuit Inc 11951.5K $0.07 %
146Bank of Montreal 37951.3K $0.07 %
147Newmont Corp 46750.6K $0.07 %
148Progressive Corp/The 25550.6K $0.07 %
149Parker-Hannifin Corp 5650.1K $0.07 %
150BAE Systems PLC 1,69349.6K $0.06 %
151Enel SpA 4,49149.1K $0.06 %
152Toll Brothers Inc 35949K $0.06 %
153Stryker Corp 14949K $0.06 %
154National Australia Bank Ltd 1,69148.9K $0.06 %
155Corning Inc 35848.7K $0.06 %
156Vertex Pharmaceuticals Inc 10848.2K $0.06 %
157ServiceNow Inc 46148.2K $0.06 %
158Medtronic PLC 55548.1K $0.06 %
159Altria Group, Inc. 72848K $0.06 %
160Intesa Sanpaolo SpA 7,93348K $0.06 %
161McKesson Corp 5446.7K $0.06 %
162National Grid PLC 2,74646.4K $0.06 %
163Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 7346.1K $0.06 %
164CME Group Inc 15646.1K $0.06 %
165Canadian Imperial Bank of Commerce 48646.1K $0.06 %
166Comcast Corp 1,59645.8K $0.06 %
167T-Mobile US Inc 21845.8K $0.06 %
168Southern Co/The 47345.7K $0.06 %
169Brookfield Corp 1,10944.9K $0.06 %
170Crowdstrike Holdings Inc 11544.9K $0.06 %
171Bank of Nova Scotia/The 64544.7K $0.06 %
172AXA SA 96844.5K $0.06 %
173Starbucks Corp 49644.4K $0.06 %
174ING Groep NV 1,70844.3K $0.06 %
175Adobe Inc 18244.2K $0.06 %
176Rheinmetall AG 2643.9K $0.06 %
177Duke Energy Corp 33443.7K $0.06 %
178Spotify Technology SA 8742.2K $0.06 %
179Glencore PLC 5,56042.1K $0.05 %
180Vinci SA 27941.9K $0.05 %
181Vertiv Holdings Co 16641.6K $0.05 %
182AppLovin Corp 10441.4K $0.05 %
183ANZ Group Holdings Ltd 1,64441.3K $0.05 %
184Equinix Inc 4241.2K $0.05 %
185Lloyds Banking Group PLC 33,13941.1K $0.05 %
186Barclays PLC 7,80140.8K $0.05 %
187Western Digital Corp 15040.6K $0.05 %
188Trane Technologies PLC 9740.4K $0.05 %
189Suncor Energy Inc 61140.4K $0.05 %
190Boston Scientific Corp 64040.2K $0.05 %
191Northrop Grumman Corp 5839.6K $0.05 %
192Waste Management Inc 17239.5K $0.05 %
193EssilorLuxottica SA 16939.4K $0.05 %
194Intercontinental Exchange Inc 24839K $0.05 %
195Blackstone Inc 33738.8K $0.05 %
196Anheuser-Busch InBev SA/NV 56038.7K $0.05 %
197Williams Cos Inc/The 53138.6K $0.05 %
198Howmet Aerospace Inc 16738.5K $0.05 %
199Investor AB 1,00137.9K $0.05 %
200PNC Financial Services Group Inc/The 18237.9K $0.05 %