Titelia

Holdings of SA Multi-Managed Large Cap Value Portfolio

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

Net assets
294.9M $ including 292.3M $ in equities, 99.1 %
Positions
477 in 10 countries
Top ten
15.9 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301American Water Works Co Inc 72498.5K $0.03 %
302FirstEnergy Corp 1,93798.1K $0.03 %
303Dollar General Corp 82598K $0.03 %
304Expand Energy Corp 88697.3K $0.03 %
305Hubbell Inc 19796.7K $0.03 %
306Citizens Financial Group Inc 1,59995.9K $0.03 %
307Edwards Lifesciences Corp 1,16793.5K $0.03 %
308ON Semiconductor Corp 1,49692.6K $0.03 %
309Steel Dynamics Inc 51192K $0.03 %
310Cummins Inc 16990.9K $0.03 %
311Apollo Global Management Inc 81190.4K $0.03 %
312Electronic Arts Inc 44290.1K $0.03 %
313Omnicom Group Inc 1,18989.5K $0.03 %
314Tractor Supply Co 1,97289.3K $0.03 %
315Qnity Electronics Inc 77489.3K $0.03 %
316Synchrony Financial 1,29187.8K $0.03 %
317CMS Energy Corp 1,12387.1K $0.03 %
318AvalonBay Communities, Inc. 52685.9K $0.03 %
319Regions Financial Corp 3,25885.1K $0.03 %
320NiSource Inc 1,81284.5K $0.03 %
321Darden Restaurants Inc 43184.5K $0.03 %
322Church & Dwight Co Inc 89383.3K $0.03 %
323Williams-Sonoma Inc 45382.6K $0.03 %
324Equifax Inc 45581.9K $0.03 %
325Yum! Brands Inc 52581.6K $0.03 %
326Veralto Corp 92181.4K $0.03 %
327Carvana Co 25780.8K $0.03 %
328Autodesk Inc 33279.5K $0.03 %
329Smurfit Westrock PLC 1,98679.1K $0.03 %
330Constellation Brands Inc 52078K $0.03 %
331Albemarle Corp 43477.9K $0.03 %
332LyondellBasell Industries NV 96277.5K $0.03 %
333Humana Inc 44577.2K $0.03 %
334Quest Diagnostics Inc 39377K $0.03 %
335Dollar Tree Inc 70276.9K $0.03 %
336United Rentals Inc 10576.5K $0.03 %
337Corpay Inc 25975.4K $0.03 %
338CF Industries Holdings Inc 58075.3K $0.03 %
339CH Robinson Worldwide Inc 44974.6K $0.03 %
340Leidos Holdings Inc 47473.7K $0.03 %
341T Rowe Price Group Inc 80372.4K $0.02 %
342Teradyne Inc 24271.7K $0.02 %
343MSCI Inc 13371.7K $0.02 %
344AutoZone Inc 2170.9K $0.02 %
345Snap-on Inc 19570.8K $0.02 %
346Brown & Brown Inc 1,08570.8K $0.02 %
347Evergy Inc 86270.6K $0.02 %
348Fortinet Inc 86370.5K $0.02 %
349Kraft Heinz Co/The 3,13470.5K $0.02 %
350Expeditors International of Washington Inc 49270.5K $0.02 %
351DuPont de Nemours Inc 1,53670.3K $0.02 %
352KeyCorp 3,50470.3K $0.02 %
353Broadridge Financial Solutions Inc 43270.2K $0.02 %
354Charter Communications, Inc. 32570.2K $0.02 %
355TE Connectivity PLC 33570K $0.02 %
356International Paper Co 1,95669.8K $0.02 %
357Rockwell Automation Inc 19469.6K $0.02 %
358International Flavors & Fragrances Inc 95969.6K $0.02 %
359Lennar Corp 79869.3K $0.02 %
360Alliant Energy Corp 95868.7K $0.02 %
361West Pharmaceutical Services Inc 27368.4K $0.02 %
362Ventas Inc 83268K $0.02 %
363Amcor PLC 1,70967.9K $0.02 %
364SBA Communications Corp 39467.8K $0.02 %
365Tyson Foods Inc 1,05767.7K $0.02 %
366Loews Corp 63167.4K $0.02 %
367Moderna Inc 1,32067.1K $0.02 %
368Weyerhaeuser Co 2,72366.5K $0.02 %
369NVR Inc 1065.9K $0.02 %
370Bunge Global SA 51865.9K $0.02 %
371Fortive Corp 1,16764.5K $0.02 %
372Take-Two Interactive Software Inc 32063.2K $0.02 %
373CoStar Group Inc 1,56363.1K $0.02 %
374Principal Financial Group Inc 69963K $0.02 %
375PTC Inc 44162.8K $0.02 %
376HP Inc 3,26862.8K $0.02 %
377Hologic Inc 82862.6K $0.02 %
378Global Payments Inc 90961.2K $0.02 %
379Lululemon Athletica Inc 39660.6K $0.02 %
380Akamai Technologies Inc 52660.4K $0.02 %
381Ball Corp 1,01760.1K $0.02 %
382Essex Property Trust Inc 24759.8K $0.02 %
383JB Hunt Transport Services Inc 28259.8K $0.02 %
384iShares Trust 28359.8K $0.02 %
385Trimble Inc 91059.4K $0.02 %
386Workday Inc 45459K $0.02 %
387Centene Corp 1,79658.8K $0.02 %
388Textron Inc 66858.5K $0.02 %
389Viatris Inc 4,29658K $0.02 %
390Kimco Realty Corp 2,57958K $0.02 %
391Aptiv PLC 81656.7K $0.02 %
392Lennox International Inc 12256.6K $0.02 %
393Tyler Technologies Inc 16355.8K $0.02 %
394Genuine Parts Co 52755.7K $0.02 %
395Huntington Ingalls Industries, Inc. 14655.5K $0.02 %
396Jacobs Solutions Inc 43455.2K $0.02 %
397Cboe Global Markets Inc 19554.8K $0.02 %
398APA Corp 1,29154.8K $0.02 %
399Mid-America Apartment Communities, Inc. 44754.6K $0.02 %
400Pentair PLC 62654.5K $0.02 %

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Sector breakdown

  • Financials 19.0 %
  • Health care 14.5 %
  • Technology 14.0 %
  • Industrials 10.0 %
  • Consumer staples 8.1 %
  • Energy 5.3 %
  • Utilities 5.2 %
  • Consumer discretionary 4.4 %
  • Communication 3.9 %
  • Real estate 2.3 %
  • Materials 2.0 %
  • Funds 0.1 %
  • Unattributed 11.3 %

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

Currency breakdown

  • USD 98.7 %
  • EUR 1.0 %
  • CHF 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 94.4 %
  • Netherlands 1.0 %
  • Switzerland 0.9 %
  • Guernsey 0.8 %
  • France 0.7 %
  • Ireland 0.7 %
  • Spain 0.6 %
  • Germany 0.5 %
  • United Kingdom 0.4 %
  • Bermuda 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States461276M $94.40 %
2Netherlands32.8M $0.97 %
3Switzerland32.7M $0.93 %
4Guernsey12.4M $0.81 %
5France22M $0.69 %
6Ireland21.9M $0.66 %
7Spain11.7M $0.59 %
8Germany21.3M $0.46 %
9United Kingdom11.3M $0.45 %
10Bermuda1125.1K $0.04 %
Cite this page

Titelia. "Holdings of SA Multi-Managed Large Cap Value Portfolio". https://titelia.com/en/funds/S000008058