Titelia

Holdings of VIP Value Strategies Portfolio

Variable Insurance Products Fund III · 115 declared positions · as of Mar 31, 2026

Original filing · Net assets 1B $ · Ten largest lines: 16 % of the equity sleeve

Sector breakdown

  • Real estate 4.4 %
  • Technology 3.3 %
  • Financials 2.8 %
  • Utilities 2.7 %
  • Health care 1.8 %
  • Industrials 1.7 %
  • Materials 1.4 %
  • Energy 1.3 %
  • Consumer staples 0.7 %
  • Unattributed 79.9 %

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 92.9 %
  • CAD 5.1 %
  • EUR 1.5 %
  • GBP 0.5 %

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 89.4 %
  • CA 3.6 %
  • GB 3.5 %
  • PT 1.1 %
  • IE 0.8 %
  • FR 0.7 %
  • BM 0.5 %
  • ES 0.4 %

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

CountryLinesValueShare
US101917.5M $89.39 %
CA437.4M $3.64 %
GB535.5M $3.46 %
PT111.2M $1.10 %
IE18.2M $0.80 %
FR17.1M $0.69 %
BM15.3M $0.51 %
ES14.1M $0.40 %

Positions

CompanySharesValueWeight
Western Digital Corp 125,40033.9M $3.31 %
Sandisk Corp/DE 30,20019.2M $1.88 %
IMPERIAL OIL LTD 132,40017.3M $1.69 %
Corteva Inc 169,50014.2M $1.39 %
Iron Mountain Inc 136,20013.9M $1.36 %
Equinix Inc 13,90013.6M $1.33 %
Targa Resources Corp 53,50013.4M $1.31 %
EXPRO GROUP HOLDINGS NV 752,90013.1M $1.28 %
Sempra 132,70012.9M $1.26 %
Darling Ingredients Inc 204,06312.6M $1.23 %
SS&C Technologies Holdings Inc 186,60012.6M $1.23 %
Raymond James Financial Inc 85,20012.3M $1.21 %
Noble Corp PLC 244,50012M $1.17 %
Apollo Global Management Inc 107,50012M $1.17 %
Primo Brands Corp 634,60011.9M $1.17 %
ON Semiconductor Corp 192,90011.9M $1.17 %
Weatherford International PLC 124,80011.8M $1.15 %
Allison Transmission Holdings Inc 99,20011.6M $1.13 %
Arrow Electronics Inc 80,60011.6M $1.13 %
Galp Energia SGPS SA 469,10011.2M $1.10 %
Bunge Global SA 87,20011.1M $1.08 %
PG&E Corp 620,50010.9M $1.07 %
Ventas Inc 130,60010.7M $1.04 %
Popular Inc 79,00010.6M $1.04 %
CVS Health Corp 145,70010.5M $1.02 %
Bath & Body Works Inc 557,40010.4M $1.02 %
Avnet Inc 168,80010.4M $1.02 %
LPL Financial Holdings Inc 34,50010.4M $1.01 %
Molina Healthcare Inc 77,80010.4M $1.01 %
Welltower Inc 52,20010.3M $1.01 %
Acadia Healthcare Co Inc 434,70010.2M $0.99 %
Prologis Inc 76,84710.2M $0.99 %
IQVIA Holdings Inc 59,50010.1M $0.99 %
First Citizens BancShares Inc/NC 5,30010M $0.98 %
Global Payments Inc 148,30010M $0.98 %
Marex Group PLC 220,1009.8M $0.96 %
Travelers Cos Inc/The 33,6009.8M $0.96 %
Patrick Industries Inc 87,4769.7M $0.95 %
East West Bancorp Inc 90,7939.7M $0.95 %
TransUnion 139,3009.6M $0.94 %
Ryder System Inc 47,0009.6M $0.94 %
Sun Communities Inc 76,3009.6M $0.94 %
Centuri Holdings Inc 327,1009.6M $0.93 %
FedEx Corp 26,8009.5M $0.93 %
Cenovus Energy Inc 358,3009.5M $0.93 %
Terex Corp 160,1009.5M $0.92 %
Lantheus Holdings Inc 124,4009.4M $0.92 %
ArcBest Corp 95,7009.4M $0.92 %
WEX Inc 61,5009.4M $0.92 %
GXO Logistics Inc 181,2009.4M $0.92 %
Reinsurance Group of America Inc 46,0059.4M $0.92 %
First Solar Inc 47,2009.3M $0.91 %
Eversource Energy 131,7009.1M $0.89 %
Oshkosh Corp 61,1009M $0.88 %
Gildan Activewear Inc 161,4009M $0.88 %
Nexstar Media Group Inc 49,6009M $0.88 %
Regal Rexnord Corp 47,4008.9M $0.87 %
Lithia Motors Inc 35,0008.7M $0.85 %
AdaptHealth Corp 725,9008.6M $0.84 %
Jones Lang LaSalle Inc 27,9008.5M $0.83 %
OneMain Holdings Inc 157,7008.4M $0.82 %
Gates Industrial Corp PLC 372,5008.4M $0.82 %
James Hardie Industries PLC 441,4008.4M $0.82 %
Brink's Co/The 80,0008.3M $0.81 %
ICON PLC 74,4008.2M $0.80 %
Reliance Inc 27,0008.2M $0.80 %
United Parcel Service Inc 82,8008.1M $0.80 %
NRG Energy Inc 55,7008.1M $0.80 %
Cigna Group/The 29,7007.9M $0.77 %
Driven Brands Holdings Inc 625,4007.9M $0.77 %
KBR Inc 211,6007.8M $0.76 %
GoDaddy Inc 93,3007.7M $0.75 %
Remitly Global Inc 488,7007.7M $0.75 %
Keurig Dr Pepper Inc 290,3007.6M $0.75 %
Amentum Holdings Inc 286,1007.5M $0.73 %
Constellation Energy Corp. 26,6337.4M $0.73 %
First Advantage Corp 629,8777.4M $0.72 %
Upbound Group Inc 404,8007.3M $0.71 %
Vistra Corp 48,6007.3M $0.71 %
Constellium SE 289,6007.1M $0.70 %
Somnigroup International Inc 94,7007M $0.68 %
Scotts Miracle-Gro Co/The 114,3007M $0.68 %
U-Haul Holding Co 152,7006.8M $0.67 %
First American Financial Corp 111,2706.7M $0.66 %
Performance Food Group Co 77,7006.7M $0.65 %
Herc Holdings Inc 66,8006.6M $0.65 %
Arthur J Gallagher & Co 30,6006.6M $0.65 %
Gen Digital Inc 349,8006.6M $0.64 %
Methanex Corp 110,5006.6M $0.64 %
Textron Inc 74,8006.5M $0.64 %
Corpay Inc 22,4006.5M $0.64 %
AECOM 75,1006.4M $0.62 %
UFP Industries Inc 68,8006.3M $0.62 %
TFI International Inc 56,9006.2M $0.61 %
BRP Inc 85,1006.1M $0.60 %
Mohawk Industries Inc 60,7006M $0.58 %
HNI Corp 177,1005.9M $0.58 %
SLM Corp 274,5005.9M $0.57 %
Blue Owl Capital Inc 643,6005.9M $0.57 %
SUNOCO LP 90,3005.9M $0.57 %
Murphy USA Inc 11,7005.8M $0.56 %
Solventum Corp 88,3005.8M $0.56 %
QuidelOrtho Corp 339,7005.6M $0.55 %
Vestis Corp 678,8005.3M $0.52 %
Signet Jewelers Ltd 62,2005.3M $0.51 %
Prudential PLC 372,1005.2M $0.51 %
Hilton Grand Vacations Inc 127,6005M $0.49 %
Smurfit Westrock PLC 117,8004.7M $0.46 %
Mosaic Co/The 178,7004.6M $0.45 %
Silgan Holdings Inc 116,5004.5M $0.44 %
WillScot Holdings Corp 258,9004.5M $0.44 %
First Quantum Minerals Ltd 184,8004.4M $0.43 %
Cellnex Telecom SA 129,0004.1M $0.41 %
ZoomInfo Technologies Inc 670,9004M $0.39 %
PRUDENTIAL PLC 372,10069.7K $0.01 %