Titelia

Holdings of Nomura VIP Balanced Series

Ivy Variable Insurance Portfolios · Original filing · Compare with another fund · Report an error

Net assets
207.2M $ including 136.6M $ in equities, 65.9 %
Positions
53 in 4 countries
Bond lines
143 from 69 companies
Top ten
27.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 17,51110.5M $5.05 %
2NVIDIA Corp 53,6199.4M $4.51 %
3Apple Inc 24,0706.1M $2.95 %
4Taiwan Semiconductor Manufacturing Co Ltd 16,0015.4M $2.61 %
5iShares Trust 234,0005.4M $2.59 %
6Microsoft Corp 11,8364.4M $2.11 %
7Howmet Aerospace Inc 18,7824.3M $2.09 %
8Alphabet Inc 14,2894.1M $1.98 %
9Alphabet Inc 13,0113.7M $1.80 %
10Applied Materials Inc 10,8303.7M $1.79 %
11Amazon.com Inc 17,0863.6M $1.72 %
12Costco Wholesale Corp 3,3193.3M $1.60 %
13Eaton Corp PLC 9,2043.3M $1.59 %
14CME Group Inc 10,5223.1M $1.50 %
15Broadcom Inc 10,0323.1M $1.50 %
16Cummins Inc 5,6773.1M $1.47 %
17Seagate Technology Holdings PLC 7,7693M $1.47 %
18BAE Systems PLC 21,3072.5M $1.20 %
19AutoZone Inc 7332.5M $1.20 %
20JPMorgan Chase & Co 8,3382.5M $1.18 %
21Airbus SE 50,8232.4M $1.16 %
22Danaher Corp 12,1912.3M $1.12 %
23Mastercard Inc 4,5642.3M $1.10 %
24NextEra Energy Inc 23,3682.2M $1.05 %
25Entergy Corp 19,1062.1M $1.04 %
26PNC Financial Services Group Inc/The 9,9682.1M $1.00 %
27Cboe Global Markets Inc 7,1962M $0.98 %
28Carrier Global Corp 35,5432M $0.97 %
29Ferguson Enterprises Inc 8,4752M $0.95 %
30Thermo Fisher Scientific Inc 3,9451.9M $0.94 %
31Meta Platforms Inc 3,3701.9M $0.93 %
32Gilead Sciences Inc 13,6321.9M $0.92 %
33Ally Financial Inc 47,2531.9M $0.89 %
34Morgan Stanley 11,1061.8M $0.88 %
35Intuit Inc 4,2061.8M $0.88 %
36Aon PLC 5,3361.7M $0.83 %
37AT&T Inc 57,5721.7M $0.81 %
38American Express Co 5,3421.6M $0.78 %
39Accenture PLC 7,6321.5M $0.73 %
40Crown Holdings Inc 14,7391.5M $0.71 %
41Abbott Laboratories 12,4191.3M $0.62 %
42Advanced Micro Devices Inc 6,2071.3M $0.61 %
43Parker-Hannifin Corp 1,3811.2M $0.60 %
44Vulcan Materials Co 4,3231.2M $0.57 %
45Blackstone Inc 9,3561.1M $0.52 %
46TE Connectivity PLC 5,0021M $0.50 %
47Vertex Pharmaceuticals Inc 2,154961.8K $0.46 %
48AbbVie Inc 4,292933.5K $0.45 %
49Netflix Inc 8,117780.4K $0.38 %
50HCA Healthcare Inc 1,401663K $0.32 %
51Booking Holdings Inc 147618.9K $0.30 %
52SVB Financial Group 18486.9K $0.04 %
53MNSN HOLDINGS INC 1619.8K $0.00 %

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The bonds it holds

69 companies, 143 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Goldman Sachs Group Inc/The71.6M $0.79 %
2Bank of America Corp71.3M $0.63 %
3JPMorgan Chase & Co8879.4K $0.42 %
4Energy Transfer LP4586.6K $0.28 %
5Morgan Stanley6487.4K $0.24 %
6Boeing Co/The3425K $0.21 %
7Enbridge Inc5417.2K $0.20 %
8SoftBank Corp2395.9K $0.19 %
9Oracle Corp4353.6K $0.17 %
10Rogers Communications Inc2353K $0.17 %
11Citigroup Inc5315.7K $0.15 %
12AT&T Inc4307.4K $0.15 %
13Verizon Communications Inc3255K $0.12 %
14Valero Energy Corp1241.6K $0.12 %
15Abbott Laboratories2239.7K $0.12 %
16Caesars Entertainment Inc1236K $0.11 %
17Eli Lilly & Co4225.6K $0.11 %
18KKR & Co Inc1212.9K $0.10 %
19PNC Financial Services Group Inc/The4212.2K $0.10 %
20Diamondback Energy Inc2207.1K $0.10 %
21Merck & Co Inc3200.1K $0.10 %
22US Bancorp2200.1K $0.10 %
23UBS Group AG1198.3K $0.10 %
24AbbVie Inc2191.9K $0.09 %
25Amazon.com Inc3188.7K $0.09 %
26Broadcom Inc3182.6K $0.09 %
27CVS Health Corp3176.2K $0.09 %
28Gildan Activewear Inc1173.2K $0.08 %
29Olin Corp1165.5K $0.08 %
30Bath & Body Works Inc1160.5K $0.08 %
31NRG Energy Inc2157.9K $0.08 %
32Salesforce Inc1144.8K $0.07 %
33Cleveland-Cliffs Inc1140.5K $0.07 %
34Vistra Corp1140.3K $0.07 %
35PennyMac Financial Services Inc1140.1K $0.07 %
36Wells Fargo & Co3135.2K $0.07 %
37Dominion Energy Inc2121.7K $0.06 %
38Ares Capital Corp1120.3K $0.06 %
39Union Pacific Corp1112.8K $0.05 %
40Northrop Grumman Corp2110.3K $0.05 %
41Huntington Bancshares Inc/OH2107.8K $0.05 %
42Popular Inc1102.6K $0.05 %
43USA Compression Partners LP1102.4K $0.05 %
44ONEOK Inc1100.4K $0.05 %
45Brookfield Asset Management Ltd199.2K $0.05 %
46Pfizer Inc299.2K $0.05 %
47Royal Caribbean Cruises Ltd191.8K $0.04 %
48DaVita Inc189.6K $0.04 %
49Amgen Inc183.5K $0.04 %
50Marriott International Inc/MD281.4K $0.04 %
51DTE Energy Co181.4K $0.04 %
52Bank of New York Mellon Corp/The181.1K $0.04 %
53JBS NV180.3K $0.04 %
54Carnival Corp178.2K $0.04 %
55Magnera Corp169.5K $0.03 %
56Bank of Montreal168.9K $0.03 %
57Lowe's Cos Inc168.7K $0.03 %
58American Electric Power Co Inc164.4K $0.03 %
59FedEx Corp164.1K $0.03 %
60Jefferies Financial Group Inc156.1K $0.03 %
61Cheniere Energy Partners LP154.5K $0.03 %
62Black Hills Corp154.4K $0.03 %
63Herc Holdings Inc251.3K $0.02 %
64Sysco Corp150.4K $0.02 %
65Apollo Global Management Inc149.6K $0.02 %
66Air Lease Corp139.4K $0.02 %
67Fifth Third Bancorp136K $0.02 %
68RTX Corp134.1K $0.02 %
69Hasbro Inc129.6K $0.01 %

Sector breakdown

  • Technology 29.8 %
  • Industrials 15.2 %
  • Financials 13.3 %
  • Funds 11.6 %
  • Communication 8.9 %
  • Health care 7.3 %
  • Consumer discretionary 4.9 %
  • Utilities 3.2 %
  • Consumer staples 2.4 %
  • Materials 0.9 %
  • Unattributed 2.5 %

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

  • United States 92.5 %
  • Taiwan 4.0 %
  • United Kingdom 1.8 %
  • Netherlands 1.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States50126.3M $92.47 %
2Taiwan15.4M $3.96 %
3United Kingdom12.5M $1.82 %
4Netherlands12.4M $1.76 %
Cite this page

Titelia. "Holdings of Nomura VIP Balanced Series". https://titelia.com/en/funds/S000006235