Titelia

Holdings of Global Strategist Portfolio

MORGAN STANLEY VARIABLE INSURANCE FUND INC. · Original filing · Compare with another fund · Report an error

Net assets
76.7M $ including 36.4M $ in equities, 47.4 %
Positions
1,145 in 27 countries
Bond lines
38 from 27 companies
Top ten
11.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

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 %

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The bonds it holds

27 companies, 38 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Verizon Communications Inc3260.9K $0.34 %
2BNP Paribas SA1259.6K $0.34 %
3Citigroup Inc1248.8K $0.32 %
4ONEOK Inc2203.2K $0.27 %
5Goldman Sachs Group Inc/The2191.3K $0.25 %
6JPMorgan Chase & Co1188.2K $0.25 %
7AT&T Inc2179.8K $0.23 %
8HSBC Holdings PLC1179K $0.23 %
9PNC Financial Services Group Inc/The1138.1K $0.18 %
10Las Vegas Sands Corp4137.7K $0.18 %
11US Bancorp2130K $0.17 %
12Lloyds Banking Group PLC1128.2K $0.17 %
13Allianz SE1126K $0.16 %
14AXA SA1113.5K $0.15 %
15CaixaBank SA1113.1K $0.15 %
16Westpac Banking Corp1112.3K $0.15 %
17Micron Technology Inc1107.9K $0.14 %
18Global Payments Inc199.2K $0.13 %
19Williams Cos Inc/The197.7K $0.13 %
20Charles Schwab Corp/The194.6K $0.12 %
21Oracle Corp292K $0.12 %
22Jefferies Financial Group Inc187.1K $0.11 %
23Bank of New York Mellon Corp/The176.1K $0.10 %
24Boeing Co/The274.6K $0.10 %
25Diamondback Energy Inc153.4K $0.07 %
26Vontier Corp148K $0.06 %
27Meta Platforms Inc146.9K $0.06 %

Sector breakdown

  • Technology 24.0 %
  • Financials 13.5 %
  • Health care 10.0 %
  • Industrials 8.4 %
  • Consumer discretionary 8.2 %
  • Communication 7.5 %
  • Consumer staples 4.7 %
  • 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

  • United States 72.0 %
  • United Kingdom 4.7 %
  • Canada 3.9 %
  • France 3.1 %
  • Switzerland 2.9 %
  • Germany 2.7 %
  • Australia 2.1 %
  • Netherlands 1.8 %
  • Spain 1.2 %
  • Sweden 1.0 %
  • Italy 1.0 %
  • Hong Kong SAR China 0.6 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States56126.2M $71.96 %
2United Kingdom711.7M $4.72 %
3Canada761.4M $3.93 %
4France511.1M $3.11 %
5Switzerland411.1M $2.90 %
6Germany47997.3K $2.74 %
7Australia46750.8K $2.06 %
8Netherlands33664.7K $1.83 %
9Spain19422.9K $1.16 %
10Sweden40364.1K $1.00 %
11Italy24362.3K $1.00 %
12Hong Kong SAR China20209.4K $0.58 %
Cite this page

Titelia. "Holdings of Global Strategist Portfolio". https://titelia.com/en/funds/S000004181