Titelia

Holdings of VIP Growth and Income Portfolio

Variable Insurance Products Fund III ·167 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.6B $ · Ten largest lines: 41.3 % of the equity sleeve

Sector breakdown

  • Technology 21.1 %
  • Financials 15.5 %
  • Industrials 15.5 %
  • Energy 12.1 %
  • Health care 10.0 %
  • Consumer staples 6.1 %
  • Communication 5.5 %
  • Utilities 2.7 %
  • Consumer discretionary 2.5 %
  • Real estate 0.7 %
  • Materials 0.6 %
  • Unattributed 7.6 %

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

Currency breakdown

  • USD 93.8 %
  • EUR 3.0 %
  • CAD 2.9 %
  • GBP 0.2 %
  • SEK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 84.3 %
  • GB 6.5 %
  • CA 3.2 %
  • BE 1.5 %
  • NL 1.2 %
  • TW 1.1 %
  • DE 0.7 %
  • FR 0.4 %
  • CH 0.4 %
  • ES 0.3 %
  • GG 0.1 %
  • SE 0.1 %
  • Other countries 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US1402.1B $84.34 %
2GB7159.1M $6.47 %
3CA578.9M $3.21 %
4BE137.7M $1.53 %
5NL428.6M $1.16 %
6TW127.2M $1.11 %
7DE117.2M $0.70 %
8FR311M $0.45 %
9CH110.9M $0.44 %
10ES17M $0.28 %
11GG13.4M $0.14 %
12SE12.7M $0.11 %

Positions

RankCompanySharesValueWeight
1Microsoft Corp 407,418150.8M $5.71 %
2Exxon Mobil Corp 876,203148.7M $5.63 %
3Wells Fargo & Co 1,578,379125.7M $4.76 %
4NVIDIA Corp 602,450105.1M $3.98 %
5General Electric Co 350,63199.5M $3.77 %
6GE Vernova Inc 102,39089.4M $3.38 %
7Apple Inc 324,81282.4M $3.12 %
8Bank of America Corp 1,569,81276.5M $2.90 %
9Shell PLC 788,10073.3M $2.78 %
10IMPERIAL OIL LTD 490,80064.3M $2.43 %
11Boeing Co/The 300,91059.9M $2.27 %
12Broadcom Inc 167,20051.8M $1.96 %
13Visa Inc 139,57642.2M $1.60 %
14Alphabet Inc 144,10041.4M $1.57 %
15UCB SA 125,00037.7M $1.43 %
16Alphabet Inc 123,60035.5M $1.34 %
17GSK PLC 636,23535.1M $1.33 %
18United Parcel Service Inc 343,07233.8M $1.28 %
19PNC Financial Services Group Inc/The 157,77232.8M $1.24 %
20Southern Co/The 328,40031.7M $1.20 %
21UnitedHealth Group Inc 111,70030.2M $1.14 %
22Taiwan Semiconductor Manufacturing Co Ltd 80,40027.2M $1.03 %
23Coca-Cola Co/The 349,75326.6M $1.01 %
24Kenvue Inc 1,481,26725.5M $0.97 %
25Keurig Dr Pepper Inc 876,60023.1M $0.87 %
26Meta Platforms Inc 40,00022.9M $0.87 %
27Comcast Corp 782,66222.5M $0.85 %
28British American Tobacco PLC 354,40020.7M $0.78 %
29Lowe's Cos Inc 85,81720.3M $0.77 %
30Haleon PLC 2,005,49420.1M $0.76 %
31Cigna Group/The 70,49018.8M $0.71 %
32Chevron Corp 86,20017.8M $0.68 %
33Philip Morris International Inc. 105,40017.4M $0.66 %
34SAP SE 100,40017.2M $0.65 %
35KKR & Co Inc 182,89316.9M $0.64 %
36Johnson & Johnson 65,90616.1M $0.61 %
37M&T Bank Corp 75,00015.5M $0.59 %
38Watsco Inc 41,84515.2M $0.58 %
39Boston Scientific Corp 230,52014.5M $0.55 %
40Lam Research Corp 65,90014.1M $0.53 %
41Merck & Co Inc 115,40013.9M $0.53 %
42Target Corp 111,50013.5M $0.51 %
43Somnigroup International Inc 181,50013.4M $0.51 %
44Baxter International Inc 766,60012.9M $0.49 %
45Eli Lilly & Co 14,00012.9M $0.49 %
46Donaldson Co Inc 150,30012.8M $0.48 %
47Danaher Corp 66,10012.5M $0.47 %
48Micron Technology Inc 36,50012.3M $0.47 %
49General Dynamics Corp 35,00012M $0.45 %
50Brown & Brown Inc 183,70012M $0.45 %
51BE Semiconductor Industries NV 55,40011.9M $0.45 %
52ConocoPhillips 86,80011.5M $0.43 %
53Huntington Ingalls Industries, Inc. 29,80011.3M $0.43 %
54Alcon AG 144,30010.9M $0.41 %
55American Tower Corp 61,30010.6M $0.40 %
56Mastercard Inc 21,00010.5M $0.40 %
57Westinghouse Air Brake Technologies Corp 41,60010.4M $0.39 %
58Home Depot Inc/The 31,50010.4M $0.39 %
59GPGI INC 596,00010.2M $0.39 %
60Thermo Fisher Scientific Inc 20,40010M $0.38 %
61Walt Disney Co/The 97,8009.4M $0.36 %
62McKesson Corp 10,3889M $0.34 %
63Applied Materials Inc 25,1008.6M $0.32 %
64A O Smith Corp 130,0918.6M $0.32 %
65Otis Worldwide Corp 111,0438.6M $0.32 %
66Arthur J Gallagher & Co 39,5008.6M $0.32 %
67Abbott Laboratories 76,4007.8M $0.30 %
68Apollo Global Management Inc 67,1007.5M $0.28 %
69Domino's Pizza Inc 20,7007.4M $0.28 %
70Nordson Corp 27,7007.4M $0.28 %
71Entergy Corp 63,4007.1M $0.27 %
72Starbucks Corp 79,4007.1M $0.27 %
73LyondellBasell Industries NV 87,9007.1M $0.27 %
74Cellnex Telecom SA 217,3007M $0.26 %
75Seagate Technology Holdings PLC 17,3006.8M $0.26 %
76Blue Owl Capital Inc 711,1006.5M $0.25 %
77Brookfield Corp 159,4176.5M $0.24 %
78Allison Transmission Holdings Inc 54,3006.4M $0.24 %
79Pernod Ricard SA 85,0006.3M $0.24 %
80Humana Inc 35,6006.2M $0.23 %
81Chubb Ltd 18,6006.1M $0.23 %
82Marsh & McLennan Cos Inc 34,0425.9M $0.22 %
83Brown-Forman Corp 222,4985.9M $0.22 %
84Royalty Pharma PLC 122,6005.9M $0.22 %
85Duke Energy Corp 44,0005.8M $0.22 %
86Sempra 58,8005.7M $0.22 %
87Estee Lauder Cos Inc/The 79,0005.7M $0.21 %
88Cummins Inc 10,2005.5M $0.21 %
89Intuit Inc 12,5005.4M $0.20 %
90Intercontinental Exchange Inc 33,7005.3M $0.20 %
91Diageo PLC 71,0005.3M $0.20 %
92Bruker Corp 143,2005.2M $0.20 %
93First Quantum Minerals Ltd 216,0575.2M $0.20 %
94WESCO International Inc 18,8005.1M $0.19 %
95Marriott International Inc/MD 15,7005.1M $0.19 %
96ASML Holding NV 3,7004.9M $0.19 %
97Charles Schwab Corp/The 51,3004.8M $0.18 %
98Davide Campari-Milano NV 661,2004.7M $0.18 %
99Eversource Energy 66,7004.6M $0.18 %
100Sun Communities Inc 36,4004.6M $0.17 %