Titelia

Holdings of DWS Equity Sector Strategy Fund

DEUTSCHE DWS ASSET ALLOCATION TRUST · 267 declared positions · as of Feb 28, 2026

Original filing · Net assets 95.1M $ · Ten largest lines: 37.8 % of the equity sleeve

Sector breakdown

  • Technology 32.8 %
  • Financials 16.9 %
  • Health care 13.3 %
  • Communication 11.9 %
  • Industrials 7.2 %
  • Consumer discretionary 5.2 %
  • Utilities 4.5 %
  • Consumer staples 2.7 %
  • Materials 1.4 %
  • Energy 0.6 %
  • Real estate 0.4 %
  • Unattributed 3.0 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • IE 0.3 %
  • NL 0.1 %
  • BM 0.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US26394.5M $99.51 %
IE2256.1K $0.27 %
NL1113.5K $0.12 %
BM195.8K $0.10 %

Positions

CompanySharesValueWeight
NVIDIA Corp 34,3106.1M $6.39 %
Apple Inc 22,3195.9M $6.20 %
Microsoft Corp 13,2235.2M $5.46 %
Alphabet Inc 11,0693.5M $3.63 %
Amazon.com Inc 15,7983.3M $3.49 %
Meta Platforms Inc 4,5953M $3.13 %
Alphabet Inc 9,2522.9M $3.03 %
Broadcom Inc 8,5452.7M $2.87 %
JPMorgan Chase & Co 5,8981.8M $1.86 %
Eli Lilly & Co 1,4781.6M $1.64 %
Berkshire Hathaway Inc 2,9861.5M $1.59 %
AbbVie Inc 5,0121.2M $1.22 %
Netflix Inc 11,9701.2M $1.21 %
Johnson & Johnson 4,5821.1M $1.20 %
Micron Technology Inc 2,4501M $1.06 %
Visa Inc 3,115997.2K $1.05 %
Bank of America Corp 19,065950K $1.00 %
Lam Research Corp 3,260762.5K $0.80 %
Advanced Micro Devices Inc 3,748750.4K $0.79 %
Amgen Inc 1,933750.3K $0.79 %
Applied Materials Inc 2,007747.2K $0.79 %
Merck & Co Inc 6,019745.3K $0.78 %
Abbott Laboratories 6,372741.4K $0.78 %
Mastercard Inc 1,430739.6K $0.78 %
Wells Fargo & Co 8,953729.2K $0.77 %
Eaton Corp PLC 1,771665.8K $0.70 %
Citigroup Inc 5,906650.8K $0.68 %
Cisco Systems, Inc. 8,181650.1K $0.68 %
Home Depot Inc/The 1,704648.7K $0.68 %
General Electric Co 1,881643.8K $0.68 %
Procter & Gamble Co/The 3,832640.7K $0.67 %
International Business Machines Corp. 2,612627.4K $0.66 %
Salesforce Inc 3,184620.2K $0.65 %
Select Sector Spdr Trust 10,544589.6K $0.62 %
NextEra Energy Inc 6,226583.8K $0.61 %
UnitedHealth Group Inc 1,979580.4K $0.61 %
Gilead Sciences Inc 3,854574.1K $0.60 %
RTX Corp 2,694545.9K $0.57 %
Stryker Corp 1,347521.9K $0.55 %
Coca-Cola Co/The 6,334516.6K $0.54 %
Vertex Pharmaceuticals Inc 1,032512.7K $0.54 %
Walt Disney Co/The 4,754504.1K $0.53 %
KLA Corp 314478.7K $0.50 %
Goldman Sachs Group Inc/The 525451.3K $0.47 %
Arista Networks Inc 3,375450.6K $0.47 %
Intuitive Surgical Inc 866436K $0.46 %
Medtronic PLC 4,446434.2K $0.46 %
Morgan Stanley 2,500416.3K $0.44 %
Southern Co/The 4,155404.6K $0.43 %
Blackrock Inc 380404K $0.43 %
Accenture PLC 1,925401.8K $0.42 %
SLB Ltd 7,770398.9K $0.42 %
Boston Scientific Corp 5,009384.9K $0.40 %
PepsiCo Inc 2,266384.6K $0.40 %
Duke Energy Corp 2,938384.4K $0.40 %
Charles Schwab Corp/The 4,000380.8K $0.40 %
Chubb Ltd 1,067363.7K $0.38 %
Bristol-Myers Squibb Co 5,829363.6K $0.38 %
Progressive Corp/The 1,681359.2K $0.38 %
Emerson Electric Co. 2,372357.6K $0.38 %
S&P Global Inc 800353.5K $0.37 %
Thermo Fisher Scientific Inc 655341.3K $0.36 %
Baker Hughes Co 5,213340.2K $0.36 %
Amphenol Corp 2,300335.9K $0.35 %
Oracle Corp 2,285332.2K $0.35 %
Regeneron Pharmaceuticals, Inc. 424331.4K $0.35 %
Walmart Inc 2,582330.4K $0.35 %
US Bancorp 6,040330.1K $0.35 %
Honeywell International Inc 1,354329.8K $0.35 %
Marsh & McLennan Cos Inc 1,750326.8K $0.34 %
PNC Financial Services Group Inc/The 1,531325.1K $0.34 %
Constellation Energy Corp. 975321.6K $0.34 %
Boeing Co/The 1,405319.7K $0.34 %
Adobe Inc 1,206316.5K $0.33 %
Booking Holdings Inc 74313.7K $0.33 %
Pfizer Inc 11,170308.9K $0.32 %
Newmont Corp 2,326302.4K $0.32 %
ServiceNow Inc 2,790301.3K $0.32 %
Lockheed Martin Corp 451296.8K $0.31 %
American Express Co 950293.5K $0.31 %
American Electric Power Co Inc 2,124284.2K $0.30 %
Northrop Grumman Corp 387280.3K $0.29 %
Union Pacific Corp 1,050278.2K $0.29 %
Truist Financial Corp 5,375265K $0.28 %
Linde PLC 515261.7K $0.28 %
AMETEK Inc 1,077257.6K $0.27 %
Dominion Energy Inc 4,000252.6K $0.27 %
General Dynamics Corp 705251.7K $0.26 %
Danaher Corp 1,190250.7K $0.26 %
QUALCOMM Inc 1,741247.8K $0.26 %
Sempra 2,550245.5K $0.26 %
Corning Inc 1,600240.6K $0.25 %
Lowe's Cos Inc 900238.1K $0.25 %
Parker-Hannifin Corp 235237.2K $0.25 %
Intuit Inc 579236.8K $0.25 %
Howmet Aerospace Inc 898235.8K $0.25 %
Travelers Cos Inc/The 763235.5K $0.25 %
Intercontinental Exchange Inc 1,430234.7K $0.25 %
Aon PLC 686230.1K $0.24 %
Freeport-McMoRan Inc 3,370229.4K $0.24 %
Automatic Data Processing Inc 1,050225.1K $0.24 %
Western Digital Corp 800223.8K $0.24 %
Motorola Solutions Inc 437210.7K $0.22 %
Seagate Technology Holdings PLC 500203.9K $0.21 %
Zoetis Inc 1,524199.8K $0.21 %
Exelon Corp 3,987197.2K $0.21 %
Sandisk Corp/DE 310197K $0.21 %
L3Harris Technologies Inc 539196.5K $0.21 %
Costco Wholesale Corp 193195.1K $0.21 %
Allstate Corp/The 906194.4K $0.20 %
Blackstone Inc 1,685191K $0.20 %
Edwards Lifesciences Corp 2,142185.2K $0.19 %
Dell Technologies Inc 1,250185.1K $0.19 %
Bank of New York Mellon Corp/The 1,550184.6K $0.19 %
Aflac Inc 1,555175.6K $0.18 %
United Parcel Service Inc 1,500173.9K $0.18 %
Halliburton Co 4,828173.8K $0.18 %
Palo Alto Networks Inc 1,150171.3K $0.18 %
Autodesk Inc 690169.7K $0.18 %
Xcel Energy Inc 2,032169.4K $0.18 %
Cummins Inc 290169.3K $0.18 %
Public Service Enterprise Group Inc 1,950167.8K $0.18 %
Entergy Corp 1,550166K $0.17 %
American International Group Inc 2,032163.6K $0.17 %
TransDigm Group Inc 125162.8K $0.17 %
Arthur J Gallagher & Co 707161.3K $0.17 %
American Tower Corp 830159.2K $0.17 %
Johnson Controls International plc 1,100158.7K $0.17 %
Uber Technologies Inc 2,100158.4K $0.17 %
Corteva Inc 1,891151.5K $0.16 %
Monster Beverage Corp 1,773151.2K $0.16 %
MetLife Inc 2,086150.3K $0.16 %
GE HealthCare Technologies Inc 1,738146.5K $0.15 %
CME Group Inc 450143.8K $0.15 %
Prudential Financial, Inc. 1,427140.4K $0.15 %
Rockwell Automation Inc 343139.8K $0.15 %
Ecolab Inc 448138.1K $0.15 %
TE Connectivity PLC 600138.1K $0.15 %
PayPal Holdings Inc 2,983137.8K $0.15 %
Hartford Insurance Group Inc/The 977137.6K $0.14 %
Monolithic Power Systems Inc 120137.1K $0.14 %
Intel Corp 3,000136.8K $0.14 %
IDEXX Laboratories Inc 207135.9K $0.14 %
T-Mobile US Inc 625135.7K $0.14 %
FedEx Corp 350135.5K $0.14 %
State Street Corp 1,050135.1K $0.14 %
Colgate-Palmolive Co 1,350133.8K $0.14 %
General Motors Co 1,700133.8K $0.14 %
Hubbell Inc 260133K $0.14 %
CBRE Group Inc 900132.9K $0.14 %
KKR & Co Inc 1,500131.5K $0.14 %
Nasdaq Inc 1,500131.4K $0.14 %
Becton Dickinson & Co 739130.4K $0.14 %
Apollo Global Management Inc 1,200125.5K $0.13 %
Consolidated Edison Inc 1,100123.8K $0.13 %
United Rentals Inc 147123.5K $0.13 %
Cognizant Technology Solutions Corp. 1,911123.1K $0.13 %
Keysight Technologies Inc 400122.9K $0.13 %
ResMed Inc 472121K $0.13 %
Dexcom Inc 1,640120.4K $0.13 %
McDonald's Corp. 350119.4K $0.13 %
Labcorp Holdings Inc 400115.6K $0.12 %
NXP Semiconductors NV 500113.5K $0.12 %
Vistra Corp 650113K $0.12 %
Ameriprise Financial Inc 240112.8K $0.12 %
Xylem Inc/NY 840108.8K $0.11 %
PPG Industries Inc 840103.5K $0.11 %
Agilent Technologies Inc 850103.2K $0.11 %
Simon Property Group Inc 500101.9K $0.11 %
M&T Bank Corp 468101.5K $0.11 %
PG&E Corp 5,300100.7K $0.11 %
Trane Technologies PLC 21599.4K $0.10 %
Willis Towers Watson PLC 31997.3K $0.10 %
DTE Energy Co 65096.4K $0.10 %
Arch Capital Group Ltd 95795.8K $0.10 %
Fortinet Inc 1,20094.8K $0.10 %
FirstEnergy Corp 1,84994.6K $0.10 %
Ameren Corp 83094K $0.10 %
Fifth Third Bancorp 1,90094K $0.10 %
Omnicom Group Inc 1,10093.8K $0.10 %
Paychex Inc 1,00093.7K $0.10 %
Citizens Financial Group Inc 1,55093.3K $0.10 %
Veralto Corp 95092.6K $0.10 %
Expedia Group Inc 40086.3K $0.09 %
CMS Energy Corp 1,10085.9K $0.09 %
MSCI Inc 15085.8K $0.09 %
Domino's Pizza Inc 20080.5K $0.08 %
Roper Technologies Inc 22980.1K $0.08 %
Jabil Inc 30079.5K $0.08 %
KeyCorp 3,80078.8K $0.08 %
Northern Trust Corp 55078.7K $0.08 %
Principal Financial Group Inc 80777K $0.08 %
Cincinnati Financial Corp 46576.3K $0.08 %
Qnity Electronics Inc 60076.1K $0.08 %
Regions Financial Corp 2,70075.1K $0.08 %
Crowdstrike Holdings Inc 20074.4K $0.08 %
Lululemon Athletica Inc 40074.1K $0.08 %
CenterPoint Energy Inc 1,70074K $0.08 %
Cooper Cos Inc/The 88073.6K $0.08 %
Kimberly-Clark Corp 65072.4K $0.08 %
STERIS PLC 28571.9K $0.08 %
T Rowe Price Group Inc 75071K $0.07 %
Invesco Ltd 2,60068.3K $0.07 %
Keurig Dr Pepper Inc 2,24167.9K $0.07 %
Edison International 89266.7K $0.07 %
Delta Air Lines Inc 1,00065.7K $0.07 %
Huntington Bancshares Inc/OH 3,90065.5K $0.07 %
Hologic Inc 86164.9K $0.07 %
Pentair PLC 65464.9K $0.07 %
Align Technology Inc 33764.1K $0.07 %
Aptiv PLC 86863.8K $0.07 %
GE Vernova Inc 7363.8K $0.07 %
Biogen Inc 33263.7K $0.07 %
Quest Diagnostics Inc 30063.6K $0.07 %
W R Berkley Corp 88263.2K $0.07 %
Verisk Analytics Inc 30062.3K $0.07 %
Incyte Corp 60160.9K $0.06 %
Cboe Global Markets Inc 20059.9K $0.06 %
Fiserv Inc 94759K $0.06 %
Illinois Tool Works Inc 20058.1K $0.06 %
Eversource Energy 75257.3K $0.06 %
CSX Corp 1,30055.5K $0.06 %
Jacobs Solutions Inc 40055.1K $0.06 %
NetApp Inc 55054.5K $0.06 %
Insulet Corp 22054.3K $0.06 %
Raymond James Financial Inc 35053.6K $0.06 %
Waters Corp 16753.3K $0.06 %
Texas Instruments Inc 25053K $0.06 %
Evergy Inc 62652.4K $0.06 %
Verizon Communications Inc 1,04452.3K $0.06 %
PPL Corp 1,33752.1K $0.05 %
Tractor Supply Co 1,00051.8K $0.05 %
Zimmer Biomet Holdings Inc 51951.1K $0.05 %
Atmos Energy Corp 27150.6K $0.05 %
Loews Corp 46050.6K $0.05 %
AT&T Inc 1,79150.2K $0.05 %
Hewlett Packard Enterprise Co 2,30049.4K $0.05 %
Viatris Inc 3,28849.1K $0.05 %
Moody's Corp 10047.8K $0.05 %
Brown & Brown Inc 65547K $0.05 %
NRG Energy Inc 25345.3K $0.05 %
Fidelity National Information Services Inc 88545.1K $0.05 %
Generac Holdings Inc 20045.1K $0.05 %
IQVIA Holdings Inc 25044.7K $0.05 %
Everest Group Ltd 13043.6K $0.05 %
FactSet Research Systems Inc 20043.4K $0.05 %
Textron Inc 43843.2K $0.05 %
Constellation Brands Inc 27042.6K $0.04 %
VeriSign Inc 18041K $0.04 %
General Mills, Inc. 90040.7K $0.04 %
F5 Inc 15040.7K $0.04 %
Pinnacle West Capital Corp. 40040.1K $0.04 %
Assurant Inc 17139.3K $0.04 %
Globe Life Inc 26438.3K $0.04 %
Baxter International Inc 1,84637.6K $0.04 %
Brown-Forman Corp 1,30037.5K $0.04 %
Expeditors International of Washington Inc 25036.3K $0.04 %
Alliant Energy Corp 49535.8K $0.04 %
Zebra Technologies Corp 15033.6K $0.04 %
Global Payments Inc 43933.6K $0.04 %
Jack Henry & Associates Inc 18029.2K $0.03 %
Franklin Resources Inc 1,10029.2K $0.03 %
HP Inc 1,50028.5K $0.03 %
EPAM Systems Inc 16122.7K $0.02 %
Ares Management Corp 20022.4K $0.02 %
Erie Indemnity Co 6016.2K $0.02 %
Builders FirstSource Inc 15015.6K $0.02 %