Titelia

Holdings of SA Franklin Allocation Moderately Aggressive Portfolio

SEASONS SERIES TRUST ·856 declared positions · as of Mar 31, 2026

Original filing · Net assets 199.4M $ · Ten largest lines: 27.7 % of the equity sleeve

Sector breakdown

  • Technology 23.7 %
  • Financials 10.5 %
  • Communication 9.5 %
  • Industrials 7.7 %
  • Consumer discretionary 7.2 %
  • Health care 6.6 %
  • Consumer staples 3.7 %
  • Energy 2.8 %
  • Materials 2.8 %
  • Utilities 1.4 %
  • Real estate 1.1 %
  • Unattributed 23.0 %

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

Currency breakdown

  • USD 77.4 %
  • EUR 6.1 %
  • JPY 3.8 %
  • GBP 2.7 %
  • HKD 2.1 %
  • CHF 1.5 %
  • TWD 1.5 %
  • KRW 0.9 %
  • INR 0.9 %
  • AUD 0.7 %
  • ILS 0.5 %
  • DKK 0.4 %
  • SEK 0.4 %
  • BRL 0.3 %
  • NOK 0.3 %
  • ZAR 0.2 %
  • SGD 0.1 %
  • AED 0.1 %
  • PHP 0.1 %
  • HUF 0.1 %
  • MXN 0.1 %
  • PLN 0.1 %
  • IDR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 75.8 %
  • JP 3.8 %
  • GB 3.8 %
  • FR 1.8 %
  • CH 1.5 %
  • HK 1.5 %
  • TW 1.5 %
  • DE 1.3 %
  • NL 1.3 %
  • AU 1.0 %
  • KR 0.9 %
  • ES 0.9 %
  • Other countries 5.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US629120.9M $75.80 %
2JP406M $3.78 %
3GB266M $3.76 %
4FR162.9M $1.82 %
5CH92.4M $1.53 %
6HK142.4M $1.51 %
7TW82.3M $1.46 %
8DE82M $1.26 %
9NL52M $1.26 %
10AU61.6M $1.00 %
11KR91.5M $0.93 %
12ES71.4M $0.85 %

Positions

RankCompanySharesValueWeight
101Booking Holdings Inc 64269.5K $0.14 %
102Banco Bilbao Vizcaya Argentaria SA 12,085263.8K $0.13 %
103Vodafone Group PLC 169,466257K $0.13 %
104Engie SA 7,715248.7K $0.12 %
105Bank of China Ltd 377,000242.7K $0.12 %
106Kansai Electric Power Co Inc/The 14,700242.1K $0.12 %
107Reckitt Benckiser Group PLC 3,553241.1K $0.12 %
108Thales SA 816239.6K $0.12 %
109Nomura Holdings Inc 30,000237.3K $0.12 %
110Bank Hapoalim BM 9,968233.3K $0.12 %
111Yangzijiang Shipbuilding Holdings Ltd 76,600227.6K $0.11 %
112Sanofi SA 2,350226.7K $0.11 %
113Bandai Namco Holdings Inc 9,100224.8K $0.11 %
114Neurocrine Biosciences Inc 1,669219.9K $0.11 %
115ENEOS Holdings Inc 23,600210.6K $0.11 %
116Ryanair Holdings PLC 7,424210.3K $0.11 %
117Costco Wholesale Corp 211210.2K $0.11 %
118PetroChina Co Ltd 154,000209.2K $0.10 %
119Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 332206.8K $0.10 %
120QBE Insurance Group Ltd. 13,871203.8K $0.10 %
121Qantas Airways Ltd 34,596203.2K $0.10 %
122Solstice Advanced Materials Inc 2,640201.1K $0.10 %
123Aristocrat Leisure Ltd 6,271199.3K $0.10 %
124International Consolidated Airlines Group SA 41,394197.8K $0.10 %
125Daiichi Sankyo Co Ltd 11,100195.7K $0.10 %
126Danske Bank A/S 3,977193.1K $0.10 %
127Las Vegas Sands Corp 3,560191.8K $0.10 %
128Glencore PLC 25,152191.7K $0.10 %
129Recruit Holdings Co Ltd 4,400190.3K $0.10 %
130Compass Group PLC 6,850190.3K $0.10 %
131Telstra Group Ltd. 51,393189.3K $0.09 %
132ICICI Bank Ltd 14,235186.2K $0.09 %
133Galderma Group AG 959185.9K $0.09 %
134Air Liquide SA 901185.6K $0.09 %
135Nice Ltd 1,660183K $0.09 %
136Cia de Saneamento Basico do Estado de Sao Paulo SABESP 5,990183K $0.09 %
137Intesa Sanpaolo SpA 29,853181.5K $0.09 %
138Coca-Cola HBC AG 3,194181.1K $0.09 %
139Valero Energy Corp 730180.4K $0.09 %
140Maplebear Inc 4,805180K $0.09 %
141KB Financial Group Inc 1,904178.1K $0.09 %
142Novo Nordisk A/S 4,830178K $0.09 %
1433i Group PLC 5,397176.8K $0.09 %
144JPMorgan Chase & Co 590173.6K $0.09 %
145Schindler Holding AG 527173.6K $0.09 %
146Applied Materials Inc 502171.6K $0.09 %
147Erste Group Bank AG 1,575170.2K $0.09 %
148NTPC Ltd 42,349168.7K $0.08 %
149Hong Kong Exchanges & Clearing Ltd 3,300167.3K $0.08 %
150Bharti Airtel Ltd 8,689165.8K $0.08 %
151Aisin Corp 11,900164.7K $0.08 %
152Ross Stores Inc 759164.4K $0.08 %
153Sandisk Corp/DE 257163.3K $0.08 %
154Otsuka Holdings Co Ltd 2,300162.3K $0.08 %
155Freeport-McMoRan Inc 2,733160.6K $0.08 %
156Ipsen SA 849159.2K $0.08 %
157Mahindra & Mahindra Ltd 4,894158.6K $0.08 %
158Edison International 2,156157.8K $0.08 %
159SK hynix Inc 290157.7K $0.08 %
160International Container Terminal Services Inc 13,670156.8K $0.08 %
161AIB Group PLC 14,700156.3K $0.08 %
162Chevron Corp 751155.4K $0.08 %
163Cummins Inc 288154.9K $0.08 %
164Marathon Petroleum Corp 634154.8K $0.08 %
165FedEx Corp 433154.2K $0.08 %
166State Street SPDR S&P MidCap 400 ETF Trust 247152.3K $0.08 %
167Exxon Mobil Corp 890151K $0.08 %
168AerCap Holdings NV 1,100150.9K $0.08 %
169JB Hunt Transport Services Inc 708150K $0.08 %
170Chugai Pharmaceutical Co Ltd 2,700149.4K $0.07 %
171Associated British Foods PLC 5,940148.7K $0.07 %
172HF Sinclair Corp 2,347146.4K $0.07 %
173CTBC Financial Holding Co Ltd 90,000146.3K $0.07 %
174Roche Holding AG 368145.3K $0.07 %
175Wells Fargo & Co 1,814144.4K $0.07 %
176Anglogold Ashanti Plc 1,431143.6K $0.07 %
177Williams Cos Inc/The 1,941141.3K $0.07 %
178Northrop Grumman Corp 207141.2K $0.07 %
179Dollar General Corp 1,185140.7K $0.07 %
180TIM SA/Brazil 26,300139.4K $0.07 %
181Hasbro Inc 1,488139.3K $0.07 %
182NIDEC CORP 11,000138.4K $0.07 %
183King Yuan Electronics Co Ltd 16,000138.2K $0.07 %
184Garmin Ltd 594137.8K $0.07 %
185Hermes International SCA 72137.5K $0.07 %
186RTX Corp 712137.3K $0.07 %
187Insmed Inc 835136.5K $0.07 %
188Honeywell International Inc 602136.1K $0.07 %
189Linde PLC 273135.3K $0.07 %
190Cirrus Logic Inc 932134.8K $0.07 %
191GEA Group AG 1,903134.5K $0.07 %
192PG&E Corp 7,643134.3K $0.07 %
193Bank of New York Mellon Corp/The 1,130134.1K $0.07 %
194Halliburton Co 3,438134K $0.07 %
195National Fuel Gas Co 1,420133.4K $0.07 %
196Automatic Data Processing Inc 655133.1K $0.07 %
197Coterra Energy Inc 3,772132.5K $0.07 %
198Devon Energy Corp 2,631132.4K $0.07 %
199Corcept Therapeutics Inc 3,281132.3K $0.07 %
200ConocoPhillips 1,001132.1K $0.07 %