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
401Boeing Co/The 507100.9K $0.05 %
402Teradata Corp 3,932100.8K $0.05 %
403Workday Inc 774100.6K $0.05 %
404Rubrik Inc 2,048100.3K $0.05 %
405Veralto Corp 1,11998.9K $0.05 %
406DoorDash Inc 65498.2K $0.05 %
407Snowflake Inc 64897.7K $0.05 %
408Broadridge Financial Solutions Inc 59496.5K $0.05 %
409ServiceNow Inc 92396.5K $0.05 %
410Atlassian Corp 1,40095.6K $0.05 %
411Ulta Beauty Inc 18295.1K $0.05 %
412Olympus Corp 9,90094.3K $0.05 %
413Komatsu Ltd 2,40094.2K $0.05 %
414Tenet Healthcare Corp 49593.4K $0.05 %
415China Hongqiao Group Ltd 20,50093.4K $0.05 %
416Zijin Mining Group Co Ltd 20,00090.9K $0.05 %
417Eni SpA 3,11188.3K $0.04 %
418BNP Paribas SA 92688.2K $0.04 %
419Nestle SA 87386.6K $0.04 %
420Pandora A/S 1,22886.2K $0.04 %
421Elite Material Co Ltd 1,00083.7K $0.04 %
422Abu Dhabi Islamic Bank PJSC 14,65682.9K $0.04 %
423Smiths Group PLC 2,72082.8K $0.04 %
424Mitsubishi Corp 2,40082.4K $0.04 %
425UltraTech Cement Ltd 71582K $0.04 %
426HDFC Asset Management Co Ltd 3,38881.8K $0.04 %
427Advantest Corp 60081.2K $0.04 %
428Far EasTone Telecommunications Co Ltd 28,00081K $0.04 %
429National Bank of Greece SA 5,14279.7K $0.04 %
430InterContinental Hotels Group PLC 60079K $0.04 %
431Cushman & Wakefield Ltd 6,37178.1K $0.04 %
432ArcelorMittal SA 1,49177.7K $0.04 %
433Ajinomoto Co Inc 2,70075.7K $0.04 %
434Aena SME SA 2,53675.5K $0.04 %
435Kia Corp 78475.5K $0.04 %
436Emaar Properties PJSC 23,17774.8K $0.04 %
437APR Corp/Korea 33474.8K $0.04 %
438NU Holdings Ltd/Cayman Islands 5,14974K $0.04 %
439Norsk Hydro ASA 6,88073K $0.04 %
440Sony Group Corp 3,50072.2K $0.04 %
441Samsung Heavy Industries Co Ltd 4,41671.6K $0.04 %
442Credit Agricole SA 3,65668.6K $0.03 %
443Advanced Energy Industries Inc 21268.4K $0.03 %
444Sterling Infrastructure Inc 16768K $0.03 %
445Harbin Electric Co Ltd 24,00066.9K $0.03 %
446Credo Technology Group Holding Ltd 71166.7K $0.03 %
447Nextpower Inc 54866.1K $0.03 %
448Boliden AB 1,23365.4K $0.03 %
449Raia Drogasil SA 14,40065.4K $0.03 %
450Sekisui Chemical Co Ltd 3,90065K $0.03 %
451Korea Electric Power Corp 2,35464.7K $0.03 %
452Toyota Motor Corp. 3,10064.3K $0.03 %
453SLB Ltd 1,24864.1K $0.03 %
454Next PLC 37663.4K $0.03 %
455Argan Inc 11663.2K $0.03 %
456Fortinet Inc 76862.8K $0.03 %
457TTM Technologies Inc 63762.1K $0.03 %
458Banco de Sabadell SA 16,97361K $0.03 %
459Tyson Foods Inc 95160.9K $0.03 %
460Bank Central Asia Tbk PT 158,80060.8K $0.03 %
461Hecla Mining Co 3,25960.7K $0.03 %
462Unipol Assicurazioni SpA 2,58360.5K $0.03 %
463Arrowhead Pharmaceuticals Inc 96260.3K $0.03 %
464Guardant Health Inc 64859.9K $0.03 %
465DuPont de Nemours Inc 1,29459.3K $0.03 %
466MTN Group Ltd 5,08959K $0.03 %
467Primoris Services Corp 40858.4K $0.03 %
468Prologis Inc 43557.5K $0.03 %
469Indian Hotels Co Ltd/The 9,43857.2K $0.03 %
470Sumitomo Electric Industries Ltd. 1,00056K $0.03 %
471Subaru Corp 3,50055.9K $0.03 %
472EnerSys 32055.6K $0.03 %
473Protagonist Therapeutics Inc 52755.5K $0.03 %
474Watts Water Technologies Inc 19155.4K $0.03 %
475Transocean Ltd 8,28454.9K $0.03 %
476Illinois Tool Works Inc 21154.9K $0.03 %
477Jackson Financial Inc 51954.9K $0.03 %
478CareTrust REIT Inc 1,47454K $0.03 %
479TAL Education Group 4,74854K $0.03 %
480CK Hutchison Holdings Ltd 7,00053.8K $0.03 %
481Fiserv Inc 94352.6K $0.03 %
482Matson Inc 31752K $0.03 %
483Peabody Energy Corp 1,57351.8K $0.03 %
484StoneX Group Inc 64251.8K $0.03 %
485Alkermes PLC 1,45351.4K $0.03 %
486InterDigital Inc 17051.3K $0.03 %
487Wistron Corp 13,00050.7K $0.03 %
488Raymond James Financial Inc 34950.5K $0.03 %
489Rambus Inc 58750.5K $0.03 %
490Laureate Education Inc 1,44450.3K $0.03 %
491Brinker International Inc 34949.8K $0.03 %
492Dana Inc 1,45248.9K $0.02 %
493Atmus Filtration Technologies Inc 84848.1K $0.02 %
494Abercrombie & Fitch Co 52347.8K $0.02 %
495Informa PLC 4,79147.8K $0.02 %
496Tutor Perini Corp 60947K $0.02 %
497Tri Pointe Homes Inc 1,00547K $0.02 %
498Bread Financial Holdings Inc 62646.9K $0.02 %
499BOC Hong Kong Holdings Ltd 8,50046.8K $0.02 %
500Lantheus Holdings Inc 61446.6K $0.02 %