Titelia

Holdings of SA Multi-Managed International Equity Portfolio

SEASONS SERIES TRUST · Original filing · Compare with another fund · Report an error

Net assets
272.8M $ including 269.8M $ in equities, 98.9 %
Positions
722 in 33 countries
Top ten
16.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Commonwealth Bank of Australia 7,408865.3K $0.32 %
102Siemens Energy AG 5,210857.4K $0.31 %
103Chocoladefabriken Lindt & Spruengli AG 61856.5K $0.31 %
104Sampo Oyj 78,862845K $0.31 %
105Holcim AG 10,161843.2K $0.31 %
106ASM International NV 1,089829.5K $0.30 %
107ING Groep NV 31,609825.9K $0.30 %
108Daikin Industries Ltd 6,800824.9K $0.30 %
109SMC Corp 2,100821.4K $0.30 %
110Takeda Pharmaceutical Co Ltd 22,200819K $0.30 %
111Asics Corp 29,800792.4K $0.29 %
112Toronto-Dominion Bank/The 8,484792.4K $0.29 %
113Koninklijke Philips NV 28,143770.8K $0.28 %
114Bankinter SA 48,634765.6K $0.28 %
115Kingfisher PLC 199,105756.1K $0.28 %
116BOC Hong Kong Holdings Ltd 135,000743.9K $0.27 %
117Jeronimo Martins SGPS SA 30,932742K $0.27 %
118Tesco PLC 116,891737K $0.27 %
119Julius Baer Group Ltd 9,947733K $0.27 %
120Sea Ltd 8,848732.7K $0.27 %
121EssilorLuxottica SA 3,119725.9K $0.27 %
122Macquarie Group Ltd 5,078720.5K $0.26 %
123Svenska Handelsbanken AB 54,856716.3K $0.26 %
124BT Group PLC 255,458716K $0.26 %
125Heidelberg Materials AG 3,360692K $0.25 %
126Sumitomo Mitsui Trust Group Inc 21,700690.6K $0.25 %
127Philip Morris International Inc. 4,055670.5K $0.25 %
128AerCap Holdings NV 4,785656.4K $0.24 %
129Panasonic Holdings Corp. 39,200650.9K $0.24 %
130Argenx SE 886647K $0.24 %
131FUJIFILM Holdings Corp 33,700640.5K $0.23 %
132Mitsui Fudosan Co Ltd 59,600630.8K $0.23 %
133Nutrien Ltd 8,286625.5K $0.23 %
134Canadian Natural Resources Ltd 12,800624.4K $0.23 %
135Definity Financial Corp 13,061614.9K $0.23 %
136Element Fleet Management Corp 28,324614.3K $0.23 %
137Telefonaktiebolaget LM Ericsson 54,061612.4K $0.22 %
138Next PLC 3,604607.8K $0.22 %
139Seven & i Holdings Co Ltd 45,100607K $0.22 %
140Generali 14,969603.6K $0.22 %
141Deutsche Telekom AG 16,338602.4K $0.22 %
1423i Group PLC 18,374602.1K $0.22 %
143Fujikura Ltd. 21,600587.7K $0.22 %
144Telstra Group Ltd. 155,122571.3K $0.21 %
145Scentre Group 246,590568.9K $0.21 %
146British American Tobacco PLC 9,707565.4K $0.21 %
147Ryanair Holdings PLC 9,618555.9K $0.20 %
148BP PLC 69,910551.1K $0.20 %
149Equinor ASA 12,951548.2K $0.20 %
150Sumitomo Mitsui Financial Group Inc 16,300537.3K $0.20 %
151Resona Holdings Inc 48,200536.3K $0.20 %
152ORIX Corp 17,900536.3K $0.20 %
153Admiral Group PLC 12,363521.6K $0.19 %
154Sage Group PLC/The 46,641520.9K $0.19 %
155Suzuki Motor Corp 43,200517.6K $0.19 %
156Ajinomoto Co Inc 18,400515.9K $0.19 %
157Terumo Corp 38,500515.5K $0.19 %
158Renesas Electronics Corp 35,700507K $0.19 %
159Brookfield Corp 12,451504.5K $0.19 %
160Norsk Hydro ASA 47,541504.1K $0.18 %
161ARM Holdings PLC 3,313501.2K $0.18 %
162Kering SA 1,639495.6K $0.18 %
163Mitsubishi Corp 14,400494.5K $0.18 %
164Straumann Holding AG 4,715491.9K $0.18 %
165Broadcom Inc 1,583490K $0.18 %
166Moncler SpA 8,014483K $0.18 %
167Isetan Mitsukoshi Holdings Ltd. 25,900473.3K $0.17 %
168Rio Tinto PLC 5,060470.3K $0.17 %
169Advantest Corp 3,400460K $0.17 %
170Zurich Insurance Group AG 644459.2K $0.17 %
171Contemporary Amperex Technology Co Ltd 7,700451.3K $0.17 %
172ABN AMRO Bank NV 13,782440.8K $0.16 %
173Mizuho Financial Group Inc 11,000439.1K $0.16 %
174Indra Sistemas SA 7,929436.9K $0.16 %
175Stora Enso Oyj 37,084436.8K $0.16 %
176BE Semiconductor Industries NV 2,064435.5K $0.16 %
177Shimano Inc 4,100429.6K $0.16 %
178BNP Paribas SA 4,467425.5K $0.16 %
179Mitsui & Co Ltd 11,000423.5K $0.16 %
180Whitbread PLC 13,868421.5K $0.15 %
181Komatsu Ltd 10,700420K $0.15 %
182Westpac Banking Corp 15,138415.9K $0.15 %
183Orsted AS 16,846412.5K $0.15 %
184Shimizu Corp. 22,700409.2K $0.15 %
185Aker BP ASA 11,123408.4K $0.15 %
186National Australia Bank Ltd 13,561392.2K $0.14 %
187Suncorp Group Ltd 34,822388.5K $0.14 %
188Mitsubishi Heavy Industries Ltd 14,200387.4K $0.14 %
189Amadeus IT Group SA 6,751383.8K $0.14 %
190BAWAG Group AG 2,449373.8K $0.14 %
191KT Corp 9,227371.2K $0.14 %
192Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 580361.3K $0.13 %
193National Bank of Canada 2,753356.2K $0.13 %
194Magnum Ice Cream Co NV/The 24,052353.2K $0.13 %
195Hon Hai Precision Industry Co Ltd 58,000349K $0.13 %
196HDFC Bank Ltd 13,955347.2K $0.13 %
197Fortum Oyj 13,439341.6K $0.13 %
198Tencent Music Entertainment Group 35,503329.5K $0.12 %
199Mandatum Oyj 40,845327.8K $0.12 %
200AUTOLIV INC SDR 3,020316.8K $0.12 %

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Sector breakdown

  • Financials 15.4 %
  • Industrials 11.4 %
  • Health care 8.6 %
  • Technology 8.4 %
  • Consumer discretionary 4.8 %
  • Consumer staples 4.5 %
  • Energy 4.0 %
  • Communication 3.2 %
  • Materials 3.2 %
  • Utilities 2.7 %
  • Unattributed 33.8 %

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

Currency breakdown

  • EUR 32.4 %
  • JPY 21.9 %
  • GBP 15.0 %
  • CHF 8.4 %
  • USD 6.0 %
  • AUD 3.3 %
  • HKD 3.1 %
  • SEK 2.0 %
  • CAD 1.5 %
  • NOK 1.5 %
  • DKK 1.4 %
  • SGD 1.1 %
  • TWD 1.1 %
  • KRW 0.6 %
  • ILS 0.3 %
  • CNY 0.2 %
  • IDR 0.1 %
  • MXN 0.1 %
  • NZD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • Japan 21.9 %
  • United Kingdom 18.5 %
  • France 9.2 %
  • Switzerland 8.4 %
  • Germany 7.6 %
  • Netherlands 5.7 %
  • Spain 4.0 %
  • Australia 3.9 %
  • Italy 3.0 %
  • Hong Kong SAR China 2.0 %
  • Sweden 1.8 %
  • United States 1.6 %
  • Other countries 12.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan18059.2M $21.93 %
2United Kingdom7549.8M $18.45 %
3France5024.8M $9.18 %
4Switzerland4122.6M $8.38 %
5Germany5320.5M $7.61 %
6Netherlands3015.4M $5.69 %
7Spain1910.8M $4.02 %
8Australia4610.6M $3.93 %
9Italy238.1M $2.99 %
10Hong Kong SAR China225.4M $2.01 %
11Sweden415M $1.84 %
12United States114.4M $1.63 %
Cite this page

Titelia. "Holdings of SA Multi-Managed International Equity Portfolio". https://titelia.com/en/funds/S000008039