Titelia

Holdings of Allspring Real Return Portfolio

ALLSPRING MASTER TRUST · 137 declared positions · as of Apr 30, 2026

Original filing · Net assets 441.5M $ · Ten largest lines: 34.9 % of the equity sleeve

Sector breakdown

  • Technology 15.0 %
  • Real estate 5.4 %
  • Communication 3.6 %
  • Consumer discretionary 2.9 %
  • Health care 2.3 %
  • Materials 2.3 %
  • Industrials 2.0 %
  • Energy 1.8 %
  • Financials 1.8 %
  • Consumer staples 1.8 %
  • Utilities 0.7 %
  • Unattributed 60.4 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 94.8 %
  • CAD 5.1 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 88.9 %
  • CA 7.3 %
  • GB 1.6 %
  • CH 0.7 %
  • TW 0.6 %
  • NL 0.5 %
  • ZA 0.3 %
  • AU 0.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US103137.5M $88.88 %
CA2511.2M $7.27 %
GB42.5M $1.60 %
CH11.1M $0.70 %
TW1965.2K $0.62 %
NL1835.2K $0.54 %
ZA1514K $0.33 %
AU170.7K $0.05 %

Positions

CompanySharesValue (USD)Weight
iShares MSCI Brazil ETF 385,00015.3M $3.46 %
iShares MSCI South Korea ETF 91,32714.7M $3.33 %
Alphabet Inc 11,3194.4M $0.99 %
Microsoft Corp 9,2683.8M $0.86 %
Broadcom Inc 9,0353.8M $0.85 %
NVIDIA Corp 16,0113.2M $0.72 %
Amazon.com Inc 10,8012.9M $0.65 %
Welltower Inc 9,6672.1M $0.48 %
Equinix Inc 1,9302.1M $0.47 %
Prologis Inc 12,9881.8M $0.42 %
Fifth Third Bancorp 33,2371.7M $0.38 %
Arista Networks Inc 9,6851.7M $0.38 %
Keysight Technologies Inc 4,7121.6M $0.37 %
Valero Energy Corp 6,4631.6M $0.37 %
KLA Corp 9041.6M $0.36 %
Amphenol Corp 10,6191.6M $0.35 %
Apple Inc 5,5441.5M $0.34 %
Republic Services Inc 6,9331.5M $0.33 %
Cencora Inc 4,6351.4M $0.32 %
American Tower Corp 7,6971.4M $0.32 %
EMCOR Group Inc 1,5731.4M $0.32 %
ON Semiconductor Corp 13,7831.4M $0.31 %
Baker Hughes Co 19,4041.4M $0.31 %
Edwards Lifesciences Corp 15,2901.3M $0.29 %
Comfort Systems USA Inc 6721.2M $0.28 %
Vulcan Materials Co 4,0441.2M $0.28 %
Agnico Eagle Mines Ltd 6,4261.2M $0.27 %
EOG Resources Inc 8,5481.2M $0.27 %
Interactive Brokers Group Inc 15,0871.2M $0.27 %
Netflix Inc 12,5551.2M $0.27 %
Newmont Corp 10,5001.2M $0.26 %
Gates Industrial Corp PLC 44,9781.2M $0.26 %
RPM International Inc 11,2021.1M $0.26 %
American Electric Power Co Inc 8,2511.1M $0.26 %
CDW Corp/DE 8,1161.1M $0.25 %
Eli Lilly & Co 1,1871.1M $0.25 %
United Therapeutics Corp 1,9401.1M $0.25 %
Labcorp Holdings Inc 4,3121.1M $0.25 %
Alcon AG 14,4561.1M $0.25 %
JPMorgan Chase & Co 3,4551.1M $0.25 %
Keurig Dr Pepper Inc 36,8061.1M $0.25 %
Bristol-Myers Squibb Co 17,6761.1M $0.24 %
Brown & Brown Inc 17,6151.1M $0.24 %
First Citizens BancShares Inc/NC 5341.1M $0.24 %
Weyerhaeuser Co 43,0311.1M $0.24 %
FirstEnergy Corp 21,5371M $0.23 %
PulteGroup Inc 8,2761M $0.23 %
StandardAero Inc 40,2991M $0.23 %
Annaly Capital Management Inc 43,377993.3K $0.23 %
Simon Property Group Inc 4,840986K $0.22 %
Owens Corning 7,990985.5K $0.22 %
Iron Mountain Inc 7,819985.1K $0.22 %
American Water Works Co Inc 7,653982.8K $0.22 %
Kinross Gold Corp 32,000969.4K $0.22 %
Taiwan Semiconductor Manufacturing Co Ltd 2,437965.2K $0.22 %
Deckers Outdoor Corp 9,194939.6K $0.21 %
Canadian Pacific Kansas City Ltd 10,800939.2K $0.21 %
Lam Research Corp 3,641938.9K $0.21 %
Vertiv Holdings Co 2,847935.2K $0.21 %
WESCO International Inc 2,633919.2K $0.21 %
Okta Inc 12,332908.3K $0.21 %
Virtu Financial Inc 18,010894.4K $0.20 %
Monster Beverage Corp 11,533888.8K $0.20 %
Charles River Laboratories International Inc 5,208869.6K $0.20 %
Somnigroup International Inc 11,213850.6K $0.19 %
L3Harris Technologies Inc 2,635844.6K $0.19 %
AerCap Holdings NV 5,873835.2K $0.19 %
SBA Communications Corp 3,744828.2K $0.19 %
DoorDash Inc 4,884823.7K $0.19 %
Exelixis Inc 17,932797.3K $0.18 %
UL Solutions Inc 8,700787.3K $0.18 %
United Airlines Holdings Inc 8,549769.4K $0.17 %
Shopify Inc 6,335767.4K $0.17 %
CF Industries Holdings Inc 6,168766.1K $0.17 %
CBRE Group Inc 5,361765.2K $0.17 %
Qnity Electronics Inc 5,356753.4K $0.17 %
O'Reilly Automotive Inc 7,564751.9K $0.17 %
Costco Wholesale Corp 741751.8K $0.17 %
Fox Corp 11,700742.8K $0.17 %
Cloudflare Inc 3,593736.5K $0.17 %
Onto Innovation Inc 2,482732.3K $0.17 %
Twilio Inc 4,884723.1K $0.16 %
Extra Space Storage Inc 4,977713.4K $0.16 %
TKO Group Holdings Inc 3,661681.3K $0.15 %
Endeavour Mining PLC 11,580666.8K $0.15 %
Leidos Holdings Inc 4,449663.9K $0.15 %
Barrick Mining Corp 16,786660.4K $0.15 %
Dollar General Corp 5,663656.2K $0.15 %
Monolithic Power Systems Inc 405653.8K $0.15 %
Jacobs Solutions Inc 4,991645.9K $0.15 %
Ulta Beauty Inc 1,197643.4K $0.15 %
IAMGOLD Corp 38,000639.5K $0.14 %
Alamos Gold Inc 16,000638.4K $0.14 %
Terreno Realty Corp 9,703632.6K $0.14 %
G Mining Ventures Corp 17,900620.4K $0.14 %
Freeport-McMoRan Inc 10,695618K $0.14 %
VICI Properties Inc 20,631602.4K $0.14 %
Anglogold Ashanti Plc 6,350595.2K $0.13 %
MongoDB Inc 2,301577.2K $0.13 %
Mid-America Apartment Communities, Inc. 4,450574.9K $0.13 %
First Industrial Realty Trust Inc 9,176569K $0.13 %
Equity LifeStyle Properties Inc 8,655547.8K $0.12 %
American Homes 4 Rent 16,621529.2K $0.12 %
Wheaton Precious Metals Corp 4,100517.9K $0.12 %
Lundin Gold Inc 7,700517.5K $0.12 %
Gold Fields Ltd 12,100514K $0.12 %
Invitation Homes Inc 17,628507.2K $0.11 %
Sun Communities Inc 3,950505K $0.11 %
Camden Property Trust 4,549477.7K $0.11 %
Teradyne Inc 1,378473.3K $0.11 %
DPM Metals Inc 14,000470.1K $0.11 %
OceanaGold Corp 14,066435.5K $0.10 %
Sandisk Corp/DE 388425.4K $0.10 %
Artemis Gold Inc 16,000404.6K $0.09 %
Pan American Silver Corp 7,315382.6K $0.09 %
Coeur Mining Inc 20,408366.7K $0.08 %
Torex Gold Resources Inc 8,800362.4K $0.08 %
Franco-Nevada Corp 1,500346.1K $0.08 %
CubeSmart 8,457342.3K $0.08 %
Crown Castle Inc 3,818339K $0.08 %
Independence Realty Trust Inc 20,251330.3K $0.07 %
Gaming and Leisure Properties Inc 6,242302.5K $0.07 %
Federal Realty Investment Trust 2,721301.8K $0.07 %
Rexford Industrial Realty Inc 8,369300.4K $0.07 %
Four Corners Property Trust Inc 10,275262.7K $0.06 %
Royal Gold Inc 1,100256.7K $0.06 %
Skeena Resources Ltd 7,900230.4K $0.05 %
Eldorado Gold Corp 6,300194.7K $0.04 %
Orla Mining Ltd 14,700192.6K $0.04 %
OR Royalties Inc 3,500128.9K $0.03 %
HEMLO MINING CORP 33,000127.5K $0.03 %
Discovery Silver Corp 20,500126.5K $0.03 %
Equinox Gold Corp 9,050126.5K $0.03 %
Montage Gold Corp 12,500123.5K $0.03 %
Snowline Gold Corp 11,000116.9K $0.03 %
Evolution Mining Ltd 8,00070.7K $0.02 %
Fresnillo PLC 1,50066.2K $0.02 %