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
201Delta Air Lines Inc 1,983131.8K $0.07 %
202GE Vernova T&D India Ltd 3,252131.5K $0.07 %
203Carlsberg AS 1,052131.3K $0.07 %
204RenaissanceRe Holdings Ltd 440130.8K $0.07 %
205Talanx AG 1,072130.5K $0.07 %
206AstraZeneca PLC 665129.9K $0.07 %
207SCREEN Holdings Co Ltd 2,200129.6K $0.07 %
208KLA Corp 88129.6K $0.07 %
209NEC Corp 5,200129.6K $0.07 %
210Morgan Stanley 786129.4K $0.06 %
211Coca-Cola Co/The 1,700129.3K $0.06 %
212Asia Vital Components Co Ltd 2,000129.2K $0.06 %
213Jardine Matheson Holdings Ltd 1,800129.2K $0.06 %
214China Pacific Insurance Group Co Ltd 31,400129K $0.06 %
215Micron Technology Inc 381128.7K $0.06 %
216Kinder Morgan, Inc. 3,835128.6K $0.06 %
217Comfort Systems USA Inc 93128.2K $0.06 %
218Dollar Tree Inc 1,170128.1K $0.06 %
219US Bancorp 2,454127.6K $0.06 %
220Natera Inc 637127.4K $0.06 %
221Lincoln Electric Holdings Inc 510127K $0.06 %
222Telefonaktiebolaget LM Ericsson 11,203126.9K $0.06 %
223Tapestry Inc 898126.7K $0.06 %
224Archer-Daniels-Midland Co 1,737126.3K $0.06 %
225Northern Trust Corp 903126K $0.06 %
226Southern Co/The 1,305126K $0.06 %
227Travelers Cos Inc/The 431125.7K $0.06 %
228Virtu Financial Inc 2,855125.6K $0.06 %
229LY Corp 51,700125.3K $0.06 %
230Viking Holdings Ltd 1,698124.8K $0.06 %
231Dexcom Inc 1,982124.5K $0.06 %
232Chewy Inc 4,603124.3K $0.06 %
233Trane Technologies PLC 298124.2K $0.06 %
234Ubiquiti Inc 157124.1K $0.06 %
235Advanced Micro Devices Inc 608123.7K $0.06 %
236SITC International Holdings Co Ltd 28,000123.6K $0.06 %
237Chubb Ltd 378123.2K $0.06 %
238BorgWarner Inc 2,261122.7K $0.06 %
239OTP Bank Nyrt 1,134122.3K $0.06 %
240Weatherford International PLC 1,290122K $0.06 %
241New York Times Co/The 1,456121.9K $0.06 %
242AutoZone Inc 36121.6K $0.06 %
243Pfizer Inc 4,328121.5K $0.06 %
244Zoom Communications Inc 1,510121.4K $0.06 %
245Hologic Inc 1,604121.2K $0.06 %
246Zions Bancorp NA 2,101121.1K $0.06 %
247Reinsurance Group of America Inc 592120.9K $0.06 %
248Brighthouse Financial Inc 2,018120.8K $0.06 %
249Alnylam Pharmaceuticals Inc 365120.8K $0.06 %
250Ally Financial Inc 3,075120.6K $0.06 %
251CSX Corp 2,931120.3K $0.06 %
252American International Group Inc 1,598120.2K $0.06 %
253Popular Inc 896120.2K $0.06 %
254Invesco Ltd 4,945120.1K $0.06 %
255Baker Hughes Co 1,957119.5K $0.06 %
256VeriSign Inc 481119.5K $0.06 %
257Expeditors International of Washington Inc 834119.5K $0.06 %
258Fast Retailing Co Ltd 300119.4K $0.06 %
259Synchrony Financial 1,755119.4K $0.06 %
260Medpace Holdings Inc 248119.1K $0.06 %
261Johnson & Johnson 487119K $0.06 %
262Public Service Enterprise Group Inc 1,470119K $0.06 %
263Jones Lang LaSalle Inc 391119K $0.06 %
264Ecolab Inc 447118.9K $0.06 %
265Cardinal Health, Inc. 561118.5K $0.06 %
266AES Corp/The 8,405118.4K $0.06 %
267PNC Financial Services Group Inc/The 569118.4K $0.06 %
268FirstRand Ltd 23,157118.4K $0.06 %
269Vertex Pharmaceuticals Inc 265118.3K $0.06 %
270Stifel Financial Corp 1,600118.3K $0.06 %
271Consolidated Edison Inc 1,044118.2K $0.06 %
272United Parcel Service Inc 1,199118K $0.06 %
273NewMarket Corp 184117.9K $0.06 %
274Curtiss-Wright Corp 173117.8K $0.06 %
275Prudential Financial, Inc. 1,206117.8K $0.06 %
276CMS Energy Corp 1,518117.8K $0.06 %
277Interactive Brokers Group Inc 1,755117.7K $0.06 %
278Graco Inc 1,388117.5K $0.06 %
279Lyft Inc 8,834117.5K $0.06 %
280Target Corp 969117.4K $0.06 %
281ADT Inc 17,869117.4K $0.06 %
282American Express Co 388117.4K $0.06 %
283Allison Transmission Holdings Inc 1,002117.3K $0.06 %
284WEC Energy Group Inc 1,012117.2K $0.06 %
285Janus Henderson Group PLC 2,280117.1K $0.06 %
286AMETEK Inc 546117K $0.06 %
287First Horizon Corp 5,132116.8K $0.06 %
288Aflac Inc 1,061116.4K $0.06 %
289American Electric Power Co Inc 888116.4K $0.06 %
290Boston Beer Co Inc/The 505116.4K $0.06 %
291eBay Inc 1,278116.3K $0.06 %
292Rockwell Automation Inc 324116.3K $0.06 %
293Exelon Corp 2,372116.3K $0.06 %
294Cencora Inc 370116.2K $0.06 %
295Citizens Financial Group Inc 1,938116.2K $0.06 %
296Antero Midstream Corp 5,097116.2K $0.06 %
297CBRE Group Inc 856116K $0.06 %
298General Motors Co 1,556115.9K $0.06 %
299Unum Group 1,586115.8K $0.06 %
300Duke Energy Corp 884115.8K $0.06 %