Titelia

Holdings of Allspring Real Return Portfolio

ALLSPRING MASTER TRUST · Original filing · Compare with another fund · Report an error

Net assets
441.5M $ including 154.7M $ in equities, 35.0 %
Positions
137 in 8 countries
Bond lines
66 from 59 companies
Top ten
12.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1iShares MSCI Brazil ETF 385,00015.3M $3.46 %
2iShares MSCI South Korea ETF 91,32714.7M $3.33 %
3Alphabet Inc 11,3194.4M $0.99 %
4Microsoft Corp 9,2683.8M $0.86 %
5Broadcom Inc 9,0353.8M $0.85 %
6NVIDIA Corp 16,0113.2M $0.72 %
7Amazon.com Inc 10,8012.9M $0.65 %
8Welltower Inc 9,6672.1M $0.48 %
9Equinix Inc 1,9302.1M $0.47 %
10Prologis Inc 12,9881.8M $0.42 %
11Fifth Third Bancorp 33,2371.7M $0.38 %
12Arista Networks Inc 9,6851.7M $0.38 %
13Keysight Technologies Inc 4,7121.6M $0.37 %
14Valero Energy Corp 6,4631.6M $0.37 %
15KLA Corp 9041.6M $0.36 %
16Amphenol Corp 10,6191.6M $0.35 %
17Apple Inc 5,5441.5M $0.34 %
18Republic Services Inc 6,9331.5M $0.33 %
19Cencora Inc 4,6351.4M $0.32 %
20American Tower Corp 7,6971.4M $0.32 %
21EMCOR Group Inc 1,5731.4M $0.32 %
22ON Semiconductor Corp 13,7831.4M $0.31 %
23Baker Hughes Co 19,4041.4M $0.31 %
24Edwards Lifesciences Corp 15,2901.3M $0.29 %
25Comfort Systems USA Inc 6721.2M $0.28 %
26Vulcan Materials Co 4,0441.2M $0.28 %
27Agnico Eagle Mines Ltd 6,4261.2M $0.27 %
28EOG Resources Inc 8,5481.2M $0.27 %
29Interactive Brokers Group Inc 15,0871.2M $0.27 %
30Netflix Inc 12,5551.2M $0.27 %
31Newmont Corp 10,5001.2M $0.26 %
32Gates Industrial Corp PLC 44,9781.2M $0.26 %
33RPM International Inc 11,2021.1M $0.26 %
34American Electric Power Co Inc 8,2511.1M $0.26 %
35CDW Corp/DE 8,1161.1M $0.25 %
36Eli Lilly & Co 1,1871.1M $0.25 %
37United Therapeutics Corp 1,9401.1M $0.25 %
38Labcorp Holdings Inc 4,3121.1M $0.25 %
39Alcon AG 14,4561.1M $0.25 %
40JPMorgan Chase & Co 3,4551.1M $0.25 %
41Keurig Dr Pepper Inc 36,8061.1M $0.25 %
42Bristol-Myers Squibb Co 17,6761.1M $0.24 %
43Brown & Brown Inc 17,6151.1M $0.24 %
44First Citizens BancShares Inc/NC 5341.1M $0.24 %
45Weyerhaeuser Co 43,0311.1M $0.24 %
46FirstEnergy Corp 21,5371M $0.23 %
47PulteGroup Inc 8,2761M $0.23 %
48StandardAero Inc 40,2991M $0.23 %
49Annaly Capital Management Inc 43,377993.3K $0.23 %
50Simon Property Group Inc 4,840986K $0.22 %
51Owens Corning 7,990985.5K $0.22 %
52Iron Mountain Inc 7,819985.1K $0.22 %
53American Water Works Co Inc 7,653982.8K $0.22 %
54Kinross Gold Corp 32,000969.4K $0.22 %
55Taiwan Semiconductor Manufacturing Co Ltd 2,437965.2K $0.22 %
56Deckers Outdoor Corp 9,194939.6K $0.21 %
57Canadian Pacific Kansas City Ltd 10,800939.2K $0.21 %
58Lam Research Corp 3,641938.9K $0.21 %
59Vertiv Holdings Co 2,847935.2K $0.21 %
60WESCO International Inc 2,633919.2K $0.21 %
61Okta Inc 12,332908.3K $0.21 %
62Virtu Financial Inc 18,010894.4K $0.20 %
63Monster Beverage Corp 11,533888.8K $0.20 %
64Charles River Laboratories International Inc 5,208869.6K $0.20 %
65Somnigroup International Inc 11,213850.6K $0.19 %
66L3Harris Technologies Inc 2,635844.6K $0.19 %
67AerCap Holdings NV 5,873835.2K $0.19 %
68SBA Communications Corp 3,744828.2K $0.19 %
69DoorDash Inc 4,884823.7K $0.19 %
70Exelixis Inc 17,932797.3K $0.18 %
71UL Solutions Inc 8,700787.3K $0.18 %
72United Airlines Holdings Inc 8,549769.4K $0.17 %
73Shopify Inc 6,335767.4K $0.17 %
74CF Industries Holdings Inc 6,168766.1K $0.17 %
75CBRE Group Inc 5,361765.2K $0.17 %
76Qnity Electronics Inc 5,356753.4K $0.17 %
77O'Reilly Automotive Inc 7,564751.9K $0.17 %
78Costco Wholesale Corp 741751.8K $0.17 %
79Fox Corp 11,700742.8K $0.17 %
80Cloudflare Inc 3,593736.5K $0.17 %
81Onto Innovation Inc 2,482732.3K $0.17 %
82Twilio Inc 4,884723.1K $0.16 %
83Extra Space Storage Inc 4,977713.4K $0.16 %
84TKO Group Holdings Inc 3,661681.3K $0.15 %
85Endeavour Mining PLC 11,580666.8K $0.15 %
86Leidos Holdings Inc 4,449663.9K $0.15 %
87Barrick Mining Corp 16,786660.4K $0.15 %
88Dollar General Corp 5,663656.2K $0.15 %
89Monolithic Power Systems Inc 405653.8K $0.15 %
90Jacobs Solutions Inc 4,991645.9K $0.15 %
91Ulta Beauty Inc 1,197643.4K $0.15 %
92IAMGOLD Corp 38,000639.5K $0.14 %
93Alamos Gold Inc 16,000638.4K $0.14 %
94Terreno Realty Corp 9,703632.6K $0.14 %
95G Mining Ventures Corp 17,900620.4K $0.14 %
96Freeport-McMoRan Inc 10,695618K $0.14 %
97VICI Properties Inc 20,631602.4K $0.14 %
98Anglogold Ashanti Plc 6,350595.2K $0.13 %
99MongoDB Inc 2,301577.2K $0.13 %
100Mid-America Apartment Communities, Inc. 4,450574.9K $0.13 %

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The bonds it holds

59 companies, 66 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1GEO Group Inc/The2485.9K $0.11 %
2Royal Caribbean Cruises Ltd1456.5K $0.10 %
3Churchill Downs Inc1429.6K $0.10 %
4Oceaneering International Inc1367.6K $0.08 %
5Advance Auto Parts Inc2362.5K $0.08 %
6Iron Mountain Inc1359.7K $0.08 %
7CoreCivic Inc1338.6K $0.08 %
8Cleveland-Cliffs Inc1336.3K $0.08 %
9Charles Schwab Corp/The1329.5K $0.07 %
10Carvana Co2322.6K $0.07 %
11Rakuten Group Inc1306.7K $0.07 %
12Gen Digital Inc1296.2K $0.07 %
13Citigroup Inc2291.8K $0.07 %
14Latam Airlines Group SA2290K $0.07 %
15American Airlines Group Inc1288.8K $0.07 %
16Starwood Property Trust Inc1288.8K $0.07 %
17Herc Holdings Inc1275.7K $0.06 %
18Bank of America Corp1272.5K $0.06 %
19Live Nation Entertainment Inc1265.1K $0.06 %
20PRA Group Inc1253.9K $0.06 %
21Goodyear Tire & Rubber Co/The1253.6K $0.06 %
22BAUSCH + LOMB CORP1253K $0.06 %
23Edgewell Personal Care Co1239.5K $0.05 %
24Encore Capital Group Inc1224.7K $0.05 %
25Huntington Bancshares Inc/OH1221.5K $0.05 %
26SM Energy Co1216.8K $0.05 %
27Navient Corp2216.6K $0.05 %
28Newell Brands Inc1214.2K $0.05 %
29Emera Inc1205.1K $0.05 %
30Molina Healthcare Inc1202.1K $0.05 %
31Kohl's Corp1189.3K $0.04 %
32PG&E Corp1174.1K $0.04 %
33Chemours Co/The1173.6K $0.04 %
34Group 1 Automotive Inc1172.8K $0.04 %
35Tenet Healthcare Corp2170.7K $0.04 %
36Gap Inc/The1169.8K $0.04 %
37Viasat Inc1164.6K $0.04 %
38Energizer Holdings Inc1162.8K $0.04 %
39Clear Channel Outdoor Holdings Inc1161.1K $0.04 %
40Crocs Inc1150.5K $0.03 %
41Bath & Body Works Inc1146.9K $0.03 %
42Forvia SE1136.7K $0.03 %
43Carnival Corp1129.6K $0.03 %
44Whirlpool Corp1117.7K $0.03 %
45Fair Isaac Corp1107.2K $0.02 %
46Victoria's Secret & Co1106K $0.02 %
47Enbridge Inc1102.4K $0.02 %
48Albertsons Cos Inc1101.2K $0.02 %
49goeasy Ltd185.1K $0.02 %
50California Resources Corp179.2K $0.02 %
51Bank of New York Mellon Corp/The174.1K $0.02 %
52Nissan Motor Co Ltd174.1K $0.02 %
53Blackstone Mortgage Trust Inc164K $0.01 %
54Central Garden & Pet Co139.8K $0.01 %
55Lithia Motors Inc129.9K $0.01 %
56Capital One Financial Corp124.7K $0.01 %
57Energy Transfer LP120K $0.00 %
58Chart Industries Inc110.4K $0.00 %
59Algonquin Power & Utilities Corp19.9K $0.00 %

Sector breakdown

  • Technology 18.4 %
  • Real estate 8.1 %
  • Materials 6.3 %
  • Industrials 5.6 %
  • Communication 4.1 %
  • Health care 3.9 %
  • Consumer discretionary 3.7 %
  • Financials 3.3 %
  • Consumer staples 2.3 %
  • Utilities 2.0 %
  • Energy 1.8 %
  • Unattributed 40.6 %

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

Currency breakdown

  • USD 94.8 %
  • CAD 5.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 88.9 %
  • Canada 7.3 %
  • United Kingdom 1.6 %
  • Switzerland 0.7 %
  • Taiwan 0.6 %
  • Netherlands 0.5 %
  • South Africa 0.3 %
  • Australia 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States103137.5M $88.88 %
2Canada2511.2M $7.27 %
3United Kingdom42.5M $1.60 %
4Switzerland11.1M $0.70 %
5Taiwan1965.2K $0.62 %
6Netherlands1835.2K $0.54 %
7South Africa1514K $0.33 %
8Australia170.7K $0.05 %
Cite this page

Titelia. "Holdings of Allspring Real Return Portfolio". https://titelia.com/en/funds/S000007549