Titelia

Holdings of Transamerica Multi-Managed Balanced VP

TRANSAMERICA SERIES TRUST · 156 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.2B $ · Ten largest lines: 38.8 % of the equity sleeve

Sector breakdown

  • Technology 32.4 %
  • Financials 11.5 %
  • Consumer discretionary 10.6 %
  • Communication 10.0 %
  • Health care 8.5 %
  • Industrials 6.8 %
  • Consumer staples 3.7 %
  • Energy 3.4 %
  • Utilities 2.6 %
  • Real estate 1.5 %
  • Materials 1.3 %
  • Unattributed 7.8 %

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 100.0 %

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 99.3 %
  • NL 0.5 %
  • BM 0.1 %

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

CountryLinesValueShare
US154733.7M $99.35 %
NL13.8M $0.51 %
BM11.1M $0.14 %

Positions

CompanySharesValueWeight
NVIDIA Corp 346,19560.4M $4.85 %
Apple Inc 191,67048.6M $3.91 %
Microsoft Corp 108,75740.3M $3.23 %
Amazon.com Inc 147,89230.8M $2.47 %
Alphabet Inc 79,11822.8M $1.83 %
Broadcom Inc 67,51220.9M $1.68 %
Meta Platforms Inc 31,60618.1M $1.45 %
Exxon Mobil Corp 96,50316.4M $1.31 %
Alphabet Inc 51,95514.9M $1.20 %
Tesla Inc 35,81013.3M $1.07 %
Berkshire Hathaway Inc 21,75210.4M $0.84 %
Johnson & Johnson 42,21610.3M $0.83 %
Mastercard Inc 20,29310.1M $0.81 %
AbbVie Inc 39,4328.6M $0.69 %
Eli Lilly & Co 8,8058.1M $0.65 %
PepsiCo Inc 51,5168M $0.64 %
Visa Inc 25,5967.7M $0.62 %
NextEra Energy Inc 81,7527.6M $0.61 %
RTX Corp 39,0607.5M $0.60 %
Wells Fargo & Co 93,9787.5M $0.60 %
Trane Technologies PLC 17,0867.1M $0.57 %
Bank of America Corp 145,2427.1M $0.57 %
AT&T Inc 234,2296.8M $0.55 %
Lowe's Cos Inc 28,1996.7M $0.53 %
Lam Research Corp 30,0736.4M $0.52 %
Howmet Aerospace Inc 27,6366.4M $0.51 %
EOG Resources Inc 43,7746.3M $0.51 %
Walmart Inc 48,2236M $0.48 %
3M Co 41,1066M $0.48 %
Charles Schwab Corp/The 62,7095.9M $0.47 %
McDonald's Corp. 18,4015.7M $0.46 %
Micron Technology Inc 16,6545.6M $0.45 %
Ecolab Inc 21,0775.6M $0.45 %
Oracle Corp 37,5425.5M $0.44 %
Philip Morris International Inc. 32,8845.4M $0.44 %
Stryker Corp 16,1435.3M $0.43 %
Analog Devices Inc 16,5815.3M $0.42 %
Amphenol Corp 40,3525.1M $0.41 %
Hilton Worldwide Holdings Inc 16,1694.9M $0.39 %
Netflix Inc 50,5874.9M $0.39 %
ServiceNow Inc 46,1664.8M $0.39 %
Walt Disney Co/The 49,8774.8M $0.39 %
Deere & Co 8,2714.7M $0.37 %
Mondelez International Inc 80,2334.6M $0.37 %
Bristol-Myers Squibb Co 75,2004.6M $0.37 %
Texas Instruments Inc 23,2424.5M $0.36 %
Advanced Micro Devices Inc 20,2694.1M $0.33 %
Arthur J Gallagher & Co 18,8954.1M $0.33 %
UnitedHealth Group Inc 15,1224.1M $0.33 %
Ventas Inc 49,0534M $0.32 %
Sempra 40,3223.9M $0.31 %
Ross Stores Inc 17,9583.9M $0.31 %
Seagate Technology Holdings PLC 9,9273.9M $0.31 %
Aon PLC 12,0453.9M $0.31 %
US Bancorp 73,5913.8M $0.31 %
Medtronic PLC 43,7553.8M $0.30 %
NXP Semiconductors NV 19,1743.8M $0.30 %
Yum! Brands Inc 24,1133.7M $0.30 %
Regeneron Pharmaceuticals, Inc. 4,8333.7M $0.30 %
Entergy Corp 33,0873.7M $0.30 %
Linde PLC 7,3693.7M $0.29 %
Baker Hughes Co 58,4313.6M $0.29 %
Equinix Inc 3,6163.5M $0.28 %
Southern Co/The 35,7653.5M $0.28 %
Citigroup Inc 29,9733.4M $0.27 %
Eaton Corp PLC 9,4093.4M $0.27 %
Palantir Technologies Inc 22,6443.3M $0.27 %
Capital One Financial Corp 17,9583.3M $0.26 %
Cognizant Technology Solutions Corp. 52,7843.2M $0.26 %
Morgan Stanley 19,0053.1M $0.25 %
Boston Scientific Corp 49,6773.1M $0.25 %
Intuit Inc 7,1483.1M $0.25 %
GE Vernova Inc 3,5213.1M $0.25 %
Edwards Lifesciences Corp 38,3413.1M $0.25 %
Fifth Third Bancorp 62,4442.9M $0.23 %
Chipotle Mexican Grill Inc 88,4152.8M $0.23 %
American Express Co 9,3482.8M $0.23 %
Arista Networks Inc 22,6832.8M $0.22 %
FedEx Corp 7,7982.8M $0.22 %
Corpay Inc 9,5242.8M $0.22 %
Welltower Inc 13,9002.7M $0.22 %
TransDigm Group Inc 2,3392.7M $0.22 %
Leidos Holdings Inc 17,1362.7M $0.21 %
Burlington Stores Inc 8,1872.7M $0.21 %
Vertex Pharmaceuticals Inc 5,9272.6M $0.21 %
Cigna Group/The 9,8872.6M $0.21 %
AutoZone Inc 7742.6M $0.21 %
Union Pacific Corp 10,6372.6M $0.21 %
Danaher Corp 13,5822.6M $0.21 %
Dover Corp 12,0632.5M $0.20 %
CME Group Inc 8,2022.4M $0.19 %
Western Digital Corp 8,1972.2M $0.18 %
Diamondback Energy Inc 11,0962.2M $0.18 %
PPG Industries Inc 19,9122.1M $0.17 %
Carnival Corp 81,1952.1M $0.17 %
Keurig Dr Pepper Inc 78,2872.1M $0.17 %
Fidelity National Information Services Inc 42,0932M $0.16 %
Autodesk Inc 7,9721.9M $0.15 %
Emerson Electric Co. 14,3501.9M $0.15 %
Cadence Design Systems Inc 6,5721.8M $0.15 %
NIKE Inc 34,2161.8M $0.15 %
Expedia Group Inc 7,7431.8M $0.14 %
Apollo Global Management Inc 14,8281.7M $0.13 %
Accenture PLC 8,2721.6M $0.13 %
Masco Corp 26,9561.6M $0.13 %
Progressive Corp/The 7,9741.6M $0.13 %
McKesson Corp 1,7801.5M $0.12 %
Vulcan Materials Co 5,6021.5M $0.12 %
Blackstone Inc 13,1151.5M $0.12 %
Altria Group, Inc. 22,7391.5M $0.12 %
EQT Corp 23,4401.5M $0.12 %
Church & Dwight Co Inc 15,7921.5M $0.12 %
Equity LifeStyle Properties Inc 23,5971.5M $0.12 %
Humana Inc 8,3331.4M $0.12 %
Waters Corp 4,8301.4M $0.12 %
Booking Holdings Inc 3391.4M $0.11 %
Comcast Corp 49,0331.4M $0.11 %
Martin Marietta Materials Inc 2,3421.4M $0.11 %
Textron Inc 15,2071.3M $0.11 %
Chubb Ltd 4,0521.3M $0.11 %
SBA Communications Corp 7,2281.2M $0.10 %
Otis Worldwide Corp 15,7631.2M $0.10 %
Ingersoll Rand Inc 14,8721.2M $0.10 %
Carrier Global Corp 19,8261.1M $0.09 %
Delta Air Lines Inc 16,5761.1M $0.09 %
State Street Corp 8,7041.1M $0.09 %
United Rentals Inc 1,5011.1M $0.09 %
Arch Capital Group Ltd 11,0511.1M $0.09 %
HCA Healthcare Inc 2,1891M $0.08 %
Motorola Solutions Inc 2,214960.8K $0.08 %
Omnicom Group Inc 11,340854K $0.07 %
Corning Inc 5,723778.2K $0.06 %
American Tower Corp 4,458769.4K $0.06 %
Toast Inc 27,694734.2K $0.06 %
AppLovin Corp 1,802717.2K $0.06 %
Ameriprise Financial Inc 1,597709.7K $0.06 %
Fortinet Inc 8,626704.9K $0.06 %
DoorDash Inc 4,604691.3K $0.06 %
Merck & Co Inc 5,350643.6K $0.05 %
Vertiv Holdings Co 2,494624.9K $0.05 %
Roper Technologies Inc 1,731612.5K $0.05 %
Lennar Corp 6,680580.1K $0.05 %
United Airlines Holdings Inc 6,190569.9K $0.05 %
Neurocrine Biosciences Inc 4,152547K $0.04 %
Medline Inc 12,175541.8K $0.04 %
Warner Music Group Corp 20,852532.6K $0.04 %
Aptiv PLC 6,661462.5K $0.04 %
Salesforce Inc 2,435454.5K $0.04 %
Vistra Corp 2,677402.4K $0.03 %
Affirm Holdings Inc 8,772401.9K $0.03 %
NRG Energy Inc 2,671390.3K $0.03 %
Charter Communications, Inc. 1,710369.2K $0.03 %
Ball Corp 5,033297.5K $0.02 %
WEX Inc 1,848282.8K $0.02 %
EchoStar Corp 2,051240.1K $0.02 %
Ares Management Corp 85593.3K $0.01 %