Titelia

Holdings of Dividend Value Fund

VALIC Co I · 127 declared positions · as of Feb 28, 2026

Original filing · Net assets 732.6M $ · Ten largest lines: 19.2 % of the equity sleeve

Sector breakdown

  • Financials 14.3 %
  • Technology 13.9 %
  • Health care 11.5 %
  • Industrials 9.8 %
  • Communication 8.0 %
  • Consumer discretionary 6.8 %
  • Consumer staples 5.7 %
  • Materials 5.6 %
  • Energy 5.1 %
  • Utilities 4.2 %
  • Real estate 2.0 %
  • Funds 1.9 %
  • Unattributed 11.0 %

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

Currency breakdown

  • USD 94.2 %
  • GBP 5.2 %
  • EUR 0.6 %

The quoted currency of each line, as declared.

Country breakdown

  • US 86.8 %
  • GB 6.2 %
  • KR 2.1 %
  • CH 1.7 %
  • TW 1.0 %
  • CA 0.7 %
  • FR 0.6 %
  • ES 0.6 %
  • NL 0.3 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US108627.2M $86.75 %
GB844.5M $6.15 %
KR115.4M $2.13 %
CH212.6M $1.74 %
TW17M $0.97 %
CA35.3M $0.73 %
FR24.5M $0.63 %
ES14.5M $0.62 %
NL12M $0.28 %

Positions

CompanySharesValueWeight
Microsoft Corp 46,38418.2M $2.49 %
Texas Instruments Inc 74,16615.7M $2.15 %
Samsung Electronics Co Ltd 4,23315.4M $2.10 %
Becton Dickinson & Co 82,82914.6M $2.00 %
CVS Health Corp 172,84213.8M $1.89 %
State Street Institutional US Government Money Market Fund 13,628,02713.6M $1.86 %
Wells Fargo & Co 155,72912.7M $1.73 %
Air Products and Chemicals Inc 43,24711.9M $1.63 %
Williams Cos Inc/The 155,76911.6M $1.59 %
Citigroup Inc 103,73711.4M $1.56 %
Intercontinental Exchange Inc 68,20311.2M $1.53 %
Dollar General Corp 71,35411.1M $1.52 %
Comcast Corp 350,52010.9M $1.48 %
Amazon.com Inc 51,17310.7M $1.47 %
JPMorgan Chase & Co 35,05010.5M $1.44 %
Meta Platforms Inc 16,10010.4M $1.42 %
First Citizens BancShares Inc/NC 5,47010.4M $1.42 %
SS&C Technologies Holdings Inc 134,65010.1M $1.38 %
BP PLC 1,549,64610M $1.36 %
Baxter International Inc 484,5469.9M $1.35 %
Exxon Mobil Corp 63,9129.7M $1.33 %
WESCO International Inc 33,3599.7M $1.32 %
Home Depot Inc/The 25,0619.5M $1.30 %
Cardinal Health, Inc. 39,2009M $1.23 %
Medtronic PLC 91,5448.9M $1.22 %
Alphabet Inc 28,2448.8M $1.20 %
DTE Energy Co 57,9708.6M $1.17 %
Merck & Co Inc 67,3338.3M $1.14 %
Walt Disney Co/The 76,3808.1M $1.11 %
Alphabet Inc 24,7787.7M $1.05 %
Nestle SA 70,5667.7M $1.05 %
FedEx Corp 19,7377.6M $1.04 %
L3Harris Technologies Inc 20,6747.5M $1.03 %
Union Pacific Corp 28,3537.5M $1.03 %
Fidelity National Information Services Inc 145,7047.4M $1.01 %
Western Digital Corp 26,2197.3M $1.00 %
Broadcom Inc 22,5157.2M $0.98 %
Honeywell International Inc 29,3507.1M $0.98 %
Taiwan Semiconductor Manufacturing Co Ltd 18,8147M $0.96 %
British American Tobacco PLC 111,2057M $0.95 %
Rentokil Initial PLC 1,071,1576.6M $0.90 %
Lockheed Martin Corp 9,8976.5M $0.89 %
Dominion Energy Inc 102,3376.5M $0.88 %
Johnson & Johnson 25,0416.2M $0.85 %
Unilever PLC 82,5766.1M $0.83 %
Hasbro Inc 59,7556M $0.81 %
Capital One Financial Corp 30,0755.9M $0.80 %
PPG Industries Inc 46,7375.8M $0.79 %
AstraZeneca PLC 27,1755.7M $0.78 %
Public Storage 18,4065.7M $0.77 %
Charles Schwab Corp/The 58,8675.6M $0.77 %
American Tower Corp 28,5785.5M $0.75 %
T-Mobile US Inc 24,4395.3M $0.72 %
CDW Corp/DE 43,2265.3M $0.72 %
AvalonBay Communities, Inc. 29,4665.2M $0.71 %
Crown Holdings Inc 45,4295.2M $0.71 %
Haleon PLC 947,0875.2M $0.71 %
Marsh & McLennan Cos Inc 27,6005.2M $0.70 %
Elevance Health Inc 15,8795.1M $0.69 %
Linde PLC 9,8115M $0.68 %
Enterprise Products Partners LP 136,0354.9M $0.67 %
MetLife Inc 68,1934.9M $0.67 %
Automatic Data Processing Inc 22,9004.9M $0.67 %
Roche Holding AG 82,4004.9M $0.67 %
Sempra 50,9504.9M $0.67 %
Coca-Cola Co/The 59,6834.9M $0.66 %
Hewlett Packard Enterprise Co 226,1204.9M $0.66 %
EQT Corp 76,6284.7M $0.64 %
Apollo Global Management Inc 43,7454.6M $0.62 %
Travelers Cos Inc/The 14,5164.5M $0.61 %
Industria de Diseno Textil SA 266,6384.5M $0.61 %
Vulcan Materials Co 14,2154.4M $0.60 %
Chubb Ltd 12,6504.3M $0.59 %
Arthur J Gallagher & Co 18,2814.2M $0.57 %
Visa Inc 13,0174.2M $0.57 %
Apple Inc 15,6504.1M $0.56 %
Freeport-McMoRan Inc 60,6184.1M $0.56 %
Fidelity National Financial Inc 74,9224M $0.54 %
RTX Corp 19,4843.9M $0.54 %
Chevron Corp 20,9603.9M $0.53 %
Bank of America Corp 76,6983.8M $0.52 %
Waste Management Inc 15,6373.8M $0.51 %
Evergy Inc 44,5723.7M $0.51 %
TE Connectivity PLC 16,1153.7M $0.51 %
Rexford Industrial Realty Inc 98,8023.7M $0.51 %
Fortune Brands Innovations Inc 67,2653.7M $0.50 %
Keurig Dr Pepper Inc 119,6433.6M $0.49 %
International Flavors & Fragrances Inc 43,5743.6M $0.49 %
Crown Castle Inc 39,5373.5M $0.48 %
PNC Financial Services Group Inc/The 16,4403.5M $0.48 %
Electronic Arts Inc 17,2773.5M $0.47 %
Kraft Heinz Co/The 136,8473.4M $0.46 %
Old Dominion Freight Line Inc 16,1003.3M $0.45 %
Verizon Communications Inc 64,1263.2M $0.44 %
Procter & Gamble Co/The 18,5973.1M $0.42 %
Cisco Systems, Inc. 39,0003.1M $0.42 %
PG&E Corp 143,9002.7M $0.37 %
Sanofi SA 27,9312.7M $0.37 %
Fortive Corp 45,4622.7M $0.37 %
Boeing Co/The 11,6692.7M $0.36 %
Blackstone Inc 23,0002.6M $0.36 %
Exelon Corp 50,1672.5M $0.34 %
WPP PLC 662,7122.5M $0.34 %
PepsiCo Inc 14,2922.4M $0.33 %
Healthcare Realty Trust Inc 130,0992.4M $0.33 %
General Motors Co 29,9972.4M $0.32 %
Carlyle Group Inc/The 44,9622.3M $0.32 %
Citizens Financial Group Inc 38,7622.3M $0.32 %
Barrick Mining Corp 44,7752.3M $0.31 %
Waters Corp 6,6182.1M $0.29 %
STAG Industrial Inc 51,9872M $0.28 %
CNH Industrial NV 162,7782M $0.27 %
CSX Corp 43,9541.9M $0.26 %
Airbus SE 8,3631.8M $0.25 %
Teck Resources Ltd 29,7791.8M $0.24 %
Edison International 23,3771.7M $0.24 %
UnitedHealth Group Inc 5,4671.6M $0.22 %
Diageo PLC 68,2551.5M $0.21 %
Intel Corp 28,9081.3M $0.18 %
Rogers Communications Inc 30,6831.2M $0.17 %
Lamb Weston Holdings Inc 22,2351.1M $0.15 %
Marathon Petroleum Corp 5,3371.1M $0.14 %
Campbell's Company/The 37,8971M $0.14 %
Hartford Insurance Group Inc/The 6,627933.3K $0.13 %
Leidos Holdings Inc 4,287750.7K $0.10 %
Prudential Financial, Inc. 7,612748.9K $0.10 %
American International Group Inc 6,576529.3K $0.07 %