Titelia

Holdings of SA JPMorgan Equity-Income Portfolio

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

Net assets
776M $ including 770M $ in equities, 99.2 %
Positions
82 in 4 countries
Top ten
23.0 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 64,54524.7M $3.18 %
2Wells Fargo & Co 241,73919.9M $2.56 %
3Eaton Corp PLC 44,30019.2M $2.47 %
4ConocoPhillips 139,84417.6M $2.27 %
5Johnson & Johnson 73,40016.9M $2.17 %
6Morgan Stanley 88,45416.9M $2.17 %
7Philip Morris International Inc. 100,62316.6M $2.14 %
8Bank of America Corp 307,27816.4M $2.12 %
9Chevron Corp 82,81416M $2.06 %
10Analog Devices Inc 36,57914.7M $1.90 %
11Citigroup Inc 113,81814.6M $1.88 %
12Union Pacific Corp 53,03114.3M $1.84 %
13Charles Schwab Corp/The 147,83813.5M $1.75 %
14Texas Instruments Inc 48,12913.5M $1.74 %
15General Dynamics Corp 39,19213.5M $1.74 %
16Deere & Co 22,53213.3M $1.71 %
17Bank of New York Mellon Corp/The 98,84213.3M $1.71 %
18UnitedHealth Group Inc 35,78513.3M $1.71 %
19Microsoft Corp 31,56312.9M $1.66 %
20Air Products and Chemicals Inc 41,65512.5M $1.61 %
21Corning Inc 75,42812.4M $1.60 %
22Dover Corp 53,68812.2M $1.57 %
23Meta Platforms Inc 19,15111.7M $1.51 %
24RTX Corp 66,52211.7M $1.51 %
25McDonald's Corp. 39,85811.7M $1.51 %
26Seagate Technology Holdings PLC 17,27811.6M $1.50 %
27Lowe's Cos Inc 48,54811.6M $1.49 %
28Hewlett Packard Enterprise Co 397,13911.4M $1.47 %
29EOG Resources Inc 78,41211M $1.42 %
30American Express Co 33,64610.9M $1.40 %
31NextEra Energy Inc 110,23910.8M $1.39 %
32Capital One Financial Corp 55,26510.6M $1.36 %
33Dominion Energy Inc 162,85110.5M $1.35 %
34Merck & Co Inc 94,55510.3M $1.33 %
35NXP Semiconductors NV 34,82610.2M $1.32 %
36Goldman Sachs Group Inc/The 11,06210.2M $1.32 %
37Walmart Inc 77,16510.2M $1.31 %
38Walt Disney Co/The 97,39010.1M $1.30 %
39Xcel Energy Inc 120,87410M $1.29 %
40Home Depot Inc/The 29,8169.8M $1.26 %
41Carrier Global Corp 140,7999.5M $1.22 %
42Coca-Cola Co/The 110,3738.7M $1.12 %
43TJX Cos Inc/The 54,9628.6M $1.11 %
44CME Group Inc 29,9228.6M $1.11 %
45International Business Machines Corp. 37,2728.6M $1.11 %
46AbbVie Inc 40,0508.5M $1.09 %
47Procter & Gamble Co/The 56,2638.3M $1.07 %
48Ventas Inc 89,1727.8M $1.01 %
493M Co 50,3777.4M $0.95 %
50CVS Health Corp 87,0837.3M $0.93 %
51Mondelez International Inc 117,9757.2M $0.93 %
52Danaher Corp 40,4217.2M $0.93 %
53US Bancorp 122,2176.9M $0.89 %
54Prologis Inc 46,7896.6M $0.86 %
55Bristol-Myers Squibb Co 108,8566.6M $0.85 %
56Arthur J Gallagher & Co 29,5006.1M $0.78 %
57CMS Energy Corp 78,8916.1M $0.78 %
58Cigna Group/The 20,6226M $0.77 %
59Verizon Communications Inc 122,9815.9M $0.76 %
60Medtronic PLC 71,4675.8M $0.75 %
61Abbott Laboratories 56,8165.2M $0.66 %
62Packaging Corp of America 24,1475.2M $0.66 %
63Comcast Corp 184,8635M $0.64 %
64Yum! Brands Inc 30,8284.9M $0.63 %
65Canadian Pacific Kansas City Ltd 56,4544.9M $0.63 %
66Travelers Cos Inc/The 15,6824.8M $0.62 %
67Republic Services Inc 21,9924.6M $0.59 %
68Lam Research Corp 17,7764.6M $0.59 %
69Sherwin-Williams Co/The 14,1284.5M $0.59 %
70Chubb Ltd 13,7334.5M $0.58 %
71Intuit Inc 11,3204.4M $0.57 %
72American Tower Corp 23,5174.3M $0.55 %
73Blackstone Inc 34,0854.3M $0.55 %
74Quest Diagnostics Inc 20,9684.1M $0.52 %
75Progressive Corp/The 19,6414M $0.51 %
76Eli Lilly & Co 4,0613.8M $0.49 %
77Booking Holdings Inc 21,0553.5M $0.46 %
78Ares Management Corp 29,3613.4M $0.44 %
79Becton Dickinson & Co 20,0603M $0.39 %
80Aon PLC 8,3382.6M $0.33 %
81PepsiCo Inc 15,8862.5M $0.32 %
82Taiwan Semiconductor Manufacturing Co Ltd 4,8521.9M $0.25 %

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Sector breakdown

  • Financials 22.3 %
  • Technology 13.8 %
  • Industrials 13.7 %
  • Health care 12.7 %
  • Communication 7.5 %
  • Consumer staples 7.0 %
  • Consumer discretionary 6.5 %
  • Utilities 4.9 %
  • Energy 3.7 %
  • Materials 2.9 %
  • Real estate 2.4 %
  • Unattributed 2.7 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.8 %
  • Netherlands 1.3 %
  • Canada 0.6 %
  • Taiwan 0.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States79753M $97.79 %
2Netherlands110.2M $1.33 %
3Canada14.9M $0.64 %
4Taiwan11.9M $0.25 %
Cite this page

Titelia. "Holdings of SA JPMorgan Equity-Income Portfolio". https://titelia.com/en/funds/S000008077