Titelia

Holdings of VIP Value Portfolio

Variable Insurance Products Fund · Original filing · Compare with another fund · Report an error

Net assets
607.2M $ including 604.3M $ in equities, 99.5 %
Positions
107 in 9 countries
Top ten
22.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Exxon Mobil Corp 121,62120.6M $3.40 %
2Alphabet Inc 69,80620.1M $3.31 %
3Western Digital Corp 64,03117.3M $2.85 %
4GSK PLC 233,23712.9M $2.12 %
5Wells Fargo & Co 149,71811.9M $1.96 %
6Amazon.com Inc 52,35310.9M $1.80 %
7IMPERIAL OIL LTD 81,93210.7M $1.77 %
8CVS Health Corp 140,17110.1M $1.66 %
9Travelers Cos Inc/The 33,9659.9M $1.63 %
10East West Bancorp Inc 87,2109.3M $1.53 %
11Apollo Global Management Inc 79,7318.9M $1.46 %
12ON Semiconductor Corp 140,0008.7M $1.43 %
13Gilead Sciences Inc 61,1568.5M $1.40 %
14Arrow Electronics Inc 55,2007.9M $1.30 %
15Reinsurance Group of America Inc 38,7357.9M $1.30 %
16Acadia Healthcare Co Inc 325,8537.6M $1.26 %
17Equinix Inc 7,6647.5M $1.24 %
18Welltower Inc 37,2077.4M $1.21 %
19First Citizens BancShares Inc/NC 3,8787.3M $1.20 %
20United Parcel Service Inc 72,8197.2M $1.18 %
21Roche Holding AG 17,8017.1M $1.17 %
22Avnet Inc 114,3907M $1.16 %
23Allison Transmission Holdings Inc 58,2516.8M $1.12 %
24Canadian Natural Resources Ltd 139,0046.8M $1.12 %
25FedEx Corp 18,7506.7M $1.10 %
26Ventas Inc 81,0496.6M $1.09 %
27Corteva Inc 78,4836.6M $1.08 %
28Sempra 66,3826.5M $1.06 %
29Keurig Dr Pepper Inc 244,1056.4M $1.06 %
30Targa Resources Corp 25,5306.4M $1.05 %
31Constellation Energy Corp. 22,7996.4M $1.05 %
32Popular Inc 46,9766.3M $1.04 %
33Darling Ingredients Inc 101,8636.3M $1.04 %
34Regal Rexnord Corp 32,3626.1M $1.00 %
35SS&C Technologies Holdings Inc 89,5006M $1.00 %
36LPL Financial Holdings Inc 20,1006M $1.00 %
37Meta Platforms Inc 10,5596M $0.99 %
38Oshkosh Corp 40,8006M $0.99 %
39Clorox Co/The 56,8565.9M $0.97 %
40Murphy USA Inc 11,3885.6M $0.93 %
41Bunge Global SA 43,9675.6M $0.92 %
42Smurfit Westrock PLC 139,2635.5M $0.91 %
43Clean Harbors Inc 19,3315.5M $0.91 %
44Gildan Activewear Inc 99,4875.5M $0.91 %
45NRG Energy Inc 37,3005.5M $0.90 %
46OneMain Holdings Inc 101,2885.4M $0.89 %
47GXO Logistics Inc 104,1705.4M $0.89 %
48Prologis Inc 40,7485.4M $0.89 %
49PG&E Corp 293,4465.2M $0.85 %
50KBR Inc 137,8005.1M $0.84 %
51Primo Brands Corp 269,2005.1M $0.83 %
52Methanex Corp 84,0745M $0.82 %
53Galp Energia SGPS SA 199,0004.8M $0.79 %
54Molina Healthcare Inc 35,4774.7M $0.78 %
55TransUnion 67,9004.7M $0.77 %
56Arthur J Gallagher & Co 21,6004.7M $0.77 %
57Eversource Energy 67,1254.7M $0.77 %
58Performance Food Group Co 53,9004.6M $0.76 %
59Corpay Inc 15,7004.6M $0.75 %
60Lantheus Holdings Inc 60,2004.6M $0.75 %
61QuidelOrtho Corp 274,7254.5M $0.74 %
62Saia Inc 12,7414.5M $0.74 %
63Terex Corp 75,1074.4M $0.73 %
64Raymond James Financial Inc 30,5534.4M $0.73 %
65Lithia Motors Inc 17,6564.4M $0.73 %
66Prudential PLC 316,6004.4M $0.72 %
67Phillips 66 24,1004.4M $0.72 %
68Brink's Co/The 41,7424.3M $0.71 %
69WEX Inc 27,8114.3M $0.70 %
70Amentum Holdings Inc 161,5604.2M $0.69 %
71PulteGroup Inc 35,2294.1M $0.68 %
72ICON PLC 37,1304.1M $0.68 %
73Nexstar Media Group Inc 22,3244M $0.66 %
74Core Natural Resources Inc 38,4964M $0.66 %
75Fiserv Inc 72,1004M $0.66 %
76Cigna Group/The 14,9674M $0.66 %
77Constellium SE 161,8004M $0.66 %
78First Solar Inc 20,1154M $0.65 %
79Signet Jewelers Ltd 46,8004M $0.65 %
80UFP Industries Inc 42,5003.9M $0.64 %
81Gates Industrial Corp PLC 171,3003.9M $0.64 %
82BRP Inc 53,5003.8M $0.63 %
83SLM Corp 178,6003.8M $0.63 %
84Jones Lang LaSalle Inc 12,2003.7M $0.61 %
85EastGroup Properties Inc 20,0453.7M $0.61 %
86Bath & Body Works Inc 198,3683.7M $0.61 %
87Reliance Inc 12,0003.6M $0.60 %
88Ryder System Inc 17,7003.6M $0.60 %
89Somnigroup International Inc 48,6263.6M $0.59 %
90Driven Brands Holdings Inc 271,8003.4M $0.56 %
91Sun Communities Inc 26,9023.4M $0.56 %
92U-Haul Holding Co 74,4263.3M $0.55 %
93Global Payments Inc 48,9733.3M $0.54 %
94Upbound Group Inc 178,2343.2M $0.53 %
95IQVIA Holdings Inc 18,2003.1M $0.51 %
96Blue Owl Capital Inc 321,1112.9M $0.48 %
97Herc Holdings Inc 29,1622.9M $0.48 %
98Humana Inc 16,2462.8M $0.46 %
99Hilton Grand Vacations Inc 70,2482.7M $0.45 %
100Baxter International Inc 159,3002.7M $0.44 %

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Sector breakdown

  • Financials 12.5 %
  • Energy 8.1 %
  • Health care 8.0 %
  • Real estate 5.0 %
  • Utilities 4.6 %
  • Communication 4.3 %
  • Technology 4.3 %
  • Consumer staples 3.3 %
  • Industrials 3.1 %
  • Materials 2.6 %
  • Consumer discretionary 1.8 %
  • Unattributed 42.3 %

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

Currency breakdown

  • USD 92.5 %
  • CAD 4.5 %
  • CHF 1.2 %
  • EUR 1.1 %
  • GBP 0.7 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 88.6 %
  • Canada 3.5 %
  • United Kingdom 3.5 %
  • Switzerland 1.2 %
  • Portugal 0.8 %
  • Ireland 0.7 %
  • France 0.7 %
  • Bermuda 0.7 %
  • Spain 0.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States94535.7M $88.65 %
2Canada321.4M $3.53 %
3United Kingdom421.2M $3.51 %
4Switzerland17.1M $1.18 %
5Portugal14.8M $0.79 %
6Ireland14.1M $0.68 %
7France14M $0.66 %
8Bermuda14M $0.66 %
9Spain12.1M $0.35 %
Cite this page

Titelia. "Holdings of VIP Value Portfolio". https://titelia.com/en/funds/S000007721