Titelia

Holdings of Diversified Equity Master Portfolio

Master Investment Portfolio · 2541 declared positions · as of Mar 31, 2026

Original filing · Net assets 3B $ · Ten largest lines: 18.2 % of the equity sleeve

Sector breakdown

  • Technology 20.0 %
  • Financials 7.7 %
  • Industrials 6.3 %
  • Communication 6.2 %
  • Consumer discretionary 4.7 %
  • Health care 4.3 %
  • Consumer staples 2.5 %
  • Materials 1.9 %
  • Energy 1.5 %
  • Utilities 1.0 %
  • Real estate 0.3 %
  • Unattributed 43.6 %

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

Currency breakdown

  • USD 76.1 %
  • TWD 4.0 %
  • HKD 3.6 %
  • EUR 2.7 %
  • KRW 2.7 %
  • INR 2.1 %
  • JPY 2.1 %
  • GBP 1.0 %
  • CNY 0.8 %
  • CHF 0.7 %
  • ZAR 0.6 %
  • SAR 0.5 %
  • AUD 0.4 %
  • BRL 0.3 %
  • THB 0.3 %
  • MXN 0.3 %
  • PLN 0.3 %
  • AED 0.2 %
  • MYR 0.2 %
  • IDR 0.2 %
  • SEK 0.2 %
  • SGD 0.1 %
  • DKK 0.1 %
  • QAR 0.1 %
  • KWD 0.1 %
  • CAD 0.1 %
  • TRY 0.1 %
  • NOK 0.1 %
  • HUF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 73.6 %
  • TW 4.1 %
  • HK 3.2 %
  • KR 2.7 %
  • IN 2.1 %
  • JP 2.1 %
  • GB 1.3 %
  • CN 1.1 %
  • DE 0.8 %
  • FR 0.8 %
  • CH 0.7 %
  • NL 0.6 %
  • Other countries 6.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1,6732B $73.60 %
2TW58108.9M $4.06 %
3HK6285.4M $3.18 %
4KR6973.1M $2.72 %
5IN10056.3M $2.10 %
6JP6955.1M $2.05 %
7GB7034.9M $1.30 %
8CN4828.6M $1.06 %
9DE2022.4M $0.83 %
10FR4021.6M $0.81 %
11CH2220.1M $0.75 %
12NL1716.6M $0.62 %

Positions

RankCompanySharesValueWeight
101MasTec Inc 11,0743.6M $0.12 %
102Gilead Sciences Inc 25,5583.6M $0.12 %
103Allianz SE 8,3573.5M $0.12 %
104PepsiCo Inc 22,5623.5M $0.12 %
105ServiceNow Inc 33,4063.5M $0.12 %
106ICICI Bank Ltd 265,9983.4M $0.11 %
107Siemens Energy AG 19,7683.4M $0.11 %
108Spotify Technology SA 6,9603.4M $0.11 %
109TTM Technologies Inc 34,2253.3M $0.11 %
110Arista Networks Inc 27,1203.3M $0.11 %
111Portland General Electric Co 62,7943.3M $0.11 %
112Analog Devices Inc 10,3633.3M $0.11 %
113Newmont Corp 30,2373.3M $0.11 %
114ONE Gas Inc 37,8033.3M $0.11 %
115Ensign Group Inc/The 16,1393.3M $0.11 %
116New Jersey Resources Corp 58,2843.2M $0.11 %
117Sony Group Corp 153,5003.2M $0.11 %
118Hecla Mining Co 170,2923.2M $0.11 %
119British American Tobacco PLC 54,4163.2M $0.11 %
120Abbott Laboratories 30,5373.1M $0.11 %
121Sterling Infrastructure Inc 7,6523.1M $0.10 %
122T-Mobile US Inc 14,6893.1M $0.10 %
123Stryker Corp 9,3503.1M $0.10 %
124MediaTek Inc 64,0003.1M $0.10 %
125Reliance Industries Ltd 213,1623.1M $0.10 %
126Dycom Industries Inc 9,0233.1M $0.10 %
127NU Holdings Ltd/Cayman Islands 212,5383.1M $0.10 %
128Comcast Corp 106,2273M $0.10 %
129Modine Manufacturing Co 13,9403M $0.10 %
130MetLife Inc 42,5083M $0.10 %
131SLB Ltd 58,2683M $0.10 %
132Fluor Corp 64,1083M $0.10 %
133Guardant Health Inc 32,2653M $0.10 %
134Ally Financial Inc 75,9083M $0.10 %
135Grupo Financiero Banorte SAB de CV 268,3493M $0.10 %
136Ping An Insurance Group Co of China Ltd 381,5002.9M $0.10 %
137Bharti Airtel Ltd 153,2712.9M $0.10 %
138BNP Paribas SA 30,4732.9M $0.10 %
139Engie SA 89,8852.9M $0.10 %
140Contemporary Amperex Technology Co Ltd 48,7242.9M $0.10 %
141KLA Corp 1,9552.9M $0.10 %
142HCA Healthcare Inc 6,0182.8M $0.10 %
143Encompass Health Corp 28,8462.8M $0.09 %
144Nestle SA 28,2712.8M $0.09 %
145Viking Holdings Ltd 37,4802.8M $0.09 %
146Madrigal Pharmaceuticals Inc 5,2452.7M $0.09 %
147Thermo Fisher Scientific Inc 5,5162.7M $0.09 %
148China Merchants Bank Co Ltd 472,0462.7M $0.09 %
149Cardinal Health, Inc. 12,8032.7M $0.09 %
150Marvell Technology Inc 27,1612.7M $0.09 %
151Duke Energy Corp 20,4032.7M $0.09 %
152Rambus Inc 30,9422.7M $0.09 %
153Japan Tobacco Inc 69,1002.7M $0.09 %
154O'Reilly Automotive Inc 28,6802.6M $0.09 %
155Mitsubishi UFJ Financial Group Inc 156,3002.6M $0.09 %
156Intuitive Surgical Inc 5,7032.6M $0.09 %
157Novartis AG 17,0922.6M $0.09 %
158FedEx Corp 7,3452.6M $0.09 %
159Intesa Sanpaolo SpA 430,0322.6M $0.09 %
160IonQ Inc 89,9162.6M $0.09 %
161ENEOS Holdings Inc 287,5002.6M $0.09 %
162Progressive Corp/The 13,0542.6M $0.09 %
163Republic Services Inc 11,8112.6M $0.09 %
164Regeneron Pharmaceuticals, Inc. 3,3452.6M $0.09 %
165AstraZeneca PLC 13,2162.6M $0.09 %
166Freeport-McMoRan Inc 43,9402.6M $0.09 %
167Ecolab Inc 9,5752.5M $0.09 %
168CubeSmart 69,4412.5M $0.09 %
169Transocean Ltd 382,0492.5M $0.08 %
170Bridgebio Pharma Inc 34,0762.5M $0.08 %
171Waste Management Inc 10,9702.5M $0.08 %
172Old National Bancorp/IN 114,0512.5M $0.08 %
173Anglogold Ashanti Plc 25,2352.5M $0.08 %
174Howmet Aerospace Inc 10,8412.5M $0.08 %
175Avista Corp 62,2022.5M $0.08 %
176NextEra Energy Inc 26,7872.5M $0.08 %
177SPX Technologies Inc 12,4012.5M $0.08 %
178Boeing Co/The 12,4042.5M $0.08 %
179EnerSys 14,2012.5M $0.08 %
180ASE Technology Holding Co Ltd 224,0002.5M $0.08 %
181Taiwan Semiconductor Manufacturing Co Ltd 7,2942.5M $0.08 %
182Lumentum Holdings Inc 3,4682.4M $0.08 %
183Rockwell Automation Inc 6,7372.4M $0.08 %
184Moog Inc 8,1772.4M $0.08 %
185Sempra 24,5852.4M $0.08 %
186Sumitomo Mitsui Financial Group Inc 72,5002.4M $0.08 %
187UMB Financial Corp 21,1232.4M $0.08 %
188Southwest Gas Holdings Inc 27,3622.4M $0.08 %
189Siemens AG 9,7182.4M $0.08 %
190Devon Energy Corp 46,8902.4M $0.08 %
191PTT Exploration & Production PCL 488,8002.4M $0.08 %
192Trip.com Group Ltd 47,5462.3M $0.08 %
193Intuit Inc 5,4132.3M $0.08 %
194Japan Post Holdings Co Ltd 202,0002.3M $0.08 %
195Ping An Insurance Group Co of China Ltd 279,5142.3M $0.08 %
196Ameriprise Financial Inc 5,1852.3M $0.08 %
197Bank of China Ltd 3,601,0002.3M $0.08 %
198Northrop Grumman Corp 3,3582.3M $0.08 %
199Meituan 209,4602.3M $0.08 %
200CME Group Inc 7,7192.3M $0.08 %