Titelia

Holdings of DWS Small Mid Cap Value VIP

DEUTSCHE DWS VARIABLE SERIES II · Original filing · Compare with another fund · Report an error

Net assets
83.3M $ including 82.8M $ in equities, 99.4 %
Positions
127 in 6 countries
Top ten
19.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Ciena Corp 5,2872.1M $2.47 %
2Revolution Medicines Inc 19,9941.9M $2.34 %
3Huntington Ingalls Industries, Inc. 4,6091.8M $2.10 %
4EnerSys 9,2811.6M $1.94 %
5UMB Financial Corp 14,0291.6M $1.90 %
6First BanCorp/Puerto Rico 72,1901.5M $1.85 %
7API Group Corp 37,1281.5M $1.81 %
8Hancock Whitney Corp 22,9371.5M $1.75 %
9Jazz Pharmaceuticals PLC 7,6711.5M $1.74 %
10Gaming and Leisure Properties Inc 31,6881.4M $1.69 %
11Permian Resources Corp 63,3401.4M $1.62 %
12Avnet Inc 21,8241.3M $1.62 %
13Affiliated Managers Group Inc 4,5631.3M $1.52 %
14Sensata Technologies Holding PLC 35,6161.3M $1.51 %
15IDACORP Inc 8,6881.2M $1.49 %
16STAG Industrial Inc 33,7271.2M $1.46 %
17Antero Midstream Corp 51,1521.2M $1.40 %
18Ralph Lauren Corp 3,3761.2M $1.39 %
19MasTec Inc 3,4681.1M $1.34 %
20Omega Healthcare Investors Inc 23,9521M $1.26 %
21EchoStar Corp 8,7191M $1.23 %
22Reliance Inc 3,259990.5K $1.19 %
23Ionis Pharmaceuticals Inc 12,600946.1K $1.14 %
24Hasbro Inc 10,105945.8K $1.14 %
25Gold.com Inc 23,394937.6K $1.13 %
26Ligand Pharmaceuticals Inc 4,631924.6K $1.11 %
27UGI Corp 25,316922K $1.11 %
28nVent Electric PLC 7,763918.2K $1.10 %
29Evercore Inc 3,073917.3K $1.10 %
30Gap Inc/The 37,411905.3K $1.09 %
31APA Corp 20,329862.8K $1.04 %
32Owens Corning 7,827847K $1.02 %
33Ollie's Bargain Outlet Holdings Inc 9,135840.8K $1.01 %
34Itron Inc 9,251829.2K $1.00 %
35Global Net Lease Inc 85,680802K $0.96 %
36Radian Group Inc 23,178766.7K $0.92 %
37Constellium SE 30,767756.3K $0.91 %
38Coherent Corp 3,133746.3K $0.90 %
39United Therapeutics Corp 1,253743K $0.89 %
40Hut 8 Corp 15,629733.2K $0.88 %
41Travel + Leisure Co 10,326714.5K $0.86 %
42Worthington Enterprises Inc 13,482703K $0.84 %
43Rithm Capital Corp 73,146693.4K $0.83 %
44Korn Ferry 10,974690.8K $0.83 %
45Applied Optoelectronics Inc 8,161690.3K $0.83 %
46First Financial Corp 10,822684K $0.82 %
47Armstrong World Industries Inc 4,115678.2K $0.81 %
48Seaboard Corp 119672.8K $0.81 %
49RPM International Inc 6,512647.3K $0.78 %
50Advanced Drainage Systems Inc 4,689643K $0.77 %
51TD SYNNEX Corp 3,778637.4K $0.77 %
52Enact Holdings Inc 15,406628.7K $0.76 %
53Wynn Resorts Ltd 6,154624.9K $0.75 %
54Royal Gold Inc 2,441621.2K $0.75 %
55MGIC Investment Corp 22,988603.4K $0.72 %
56California Resources Corp 8,628597.2K $0.72 %
57B&G Foods Inc 123,245592.8K $0.71 %
58Everest Group Ltd 1,810591.6K $0.71 %
59Invesco Ltd 23,034559.5K $0.67 %
60Healthcare Realty Trust Inc 32,819557.6K $0.67 %
61Donnelley Financial Solutions Inc 11,817557.1K $0.67 %
62Hilltop Holdings Inc 15,395551.4K $0.66 %
63Worthington Steel Inc 17,467530.1K $0.64 %
64Portland General Electric Co 9,901522.5K $0.63 %
65Alpha Metallurgical Resources Inc 2,452503.3K $0.60 %
66Kirby Corp 3,779502.2K $0.60 %
67W&T Offshore Inc 140,916480.5K $0.58 %
68Tutor Perini Corp 6,148474.6K $0.57 %
69Navan Inc 35,526470.4K $0.56 %
70ONE Gas Inc 5,421466.9K $0.56 %
71Otter Tail Corp 5,243460.2K $0.55 %
72Riot Platforms Inc 36,499451.1K $0.54 %
73Weatherford International PLC 4,685443.1K $0.53 %
74RLI Corp 7,731441K $0.53 %
75FTI Consulting Inc 2,448432.7K $0.52 %
76Corebridge Financial Inc 17,411415.4K $0.50 %
77Innovex International Inc 16,949413.4K $0.50 %
78Triumph Financial Inc 6,920412.8K $0.50 %
79Essent Group Ltd 7,046411.8K $0.49 %
80Bandwidth Inc 22,852407.2K $0.49 %
81Cohu Inc 13,259406K $0.49 %
82Talos Energy Inc 25,708405.2K $0.49 %
83Liberty Latin America Ltd 46,197399.1K $0.48 %
84Winmark Corp 923394.6K $0.47 %
85Safehold Inc 28,878390.7K $0.47 %
86ICF International Inc 5,904385.5K $0.46 %
87Exelixis Inc 8,937383.3K $0.46 %
88AutoNation Inc 1,957382.1K $0.46 %
89Mister Car Wash Inc 54,189377.7K $0.45 %
90MGP Ingredients Inc 20,364374.5K $0.45 %
91Frontier Group Holdings Inc 105,439372.2K $0.45 %
92Landstar System Inc 2,321372.1K $0.45 %
93Rayonier Inc 18,006371.3K $0.45 %
94RXO Inc 24,624360K $0.43 %
95Core Scientific Inc 24,060359.9K $0.43 %
96SoFi Technologies Inc 22,561358.3K $0.43 %
97Onto Innovation Inc 1,733355.4K $0.43 %
98Willdan Group Inc 4,632354.6K $0.43 %
99Lamb Weston Holdings Inc 8,133343.7K $0.41 %
100Gladstone Land Corp 33,319339.9K $0.41 %

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Sector breakdown

  • Technology 3.4 %
  • Energy 2.7 %
  • Health care 2.0 %
  • Materials 1.9 %
  • Industrials 1.3 %
  • Communication 1.2 %
  • Unattributed 87.4 %

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 92.7 %
  • Ireland 2.9 %
  • Puerto Rico 1.9 %
  • Bermuda 1.4 %
  • France 0.9 %
  • Cayman Islands 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States11976.7M $92.73 %
2Ireland22.4M $2.86 %
3Puerto Rico11.5M $1.86 %
4Bermuda31.1M $1.37 %
5France1756.3K $0.91 %
6Cayman Islands1217.7K $0.26 %
Cite this page

Titelia. "Holdings of DWS Small Mid Cap Value VIP". https://titelia.com/en/funds/S000006269