Titelia

Holdings of Global Strategy Fund

VALIC Co I ·399 declared positions · as of Feb 28, 2026

Original filing · Net assets 243.3M $ · Ten largest lines: 27 % of the equity sleeve

Sector breakdown

  • Technology 25.3 %
  • Financials 12.0 %
  • Health care 10.6 %
  • Communication 8.1 %
  • Consumer discretionary 7.0 %
  • Industrials 5.6 %
  • Consumer staples 4.3 %
  • Materials 2.8 %
  • Utilities 1.7 %
  • Energy 0.9 %
  • Real estate 0.6 %
  • Unattributed 21.1 %

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

Currency breakdown

  • USD 58.2 %
  • EUR 7.4 %
  • HKD 5.4 %
  • KRW 5.0 %
  • JPY 4.6 %
  • GBP 4.0 %
  • CHF 3.0 %
  • TWD 2.9 %
  • CAD 1.8 %
  • AED 1.4 %
  • BRL 1.4 %
  • INR 1.2 %
  • PLN 0.8 %
  • AUD 0.7 %
  • SGD 0.4 %
  • HUF 0.4 %
  • ZAR 0.4 %
  • NOK 0.3 %
  • SEK 0.2 %
  • DKK 0.1 %
  • ILS 0.1 %
  • IDR 0.1 %
  • SAR 0.1 %
  • EGP 0.1 %
  • TRY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 57.9 %
  • HK 5.3 %
  • KR 5.0 %
  • JP 4.6 %
  • GB 4.0 %
  • FR 3.0 %
  • CH 3.0 %
  • TW 2.9 %
  • DE 1.8 %
  • CA 1.8 %
  • AE 1.4 %
  • BR 1.4 %
  • Other countries 7.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US15583.5M $57.95 %
2HK277.7M $5.32 %
3KR117.2M $4.99 %
4JP346.6M $4.61 %
5GB235.8M $4.02 %
6FR134.3M $2.96 %
7CH64.3M $2.96 %
8TW74.2M $2.90 %
9DE82.6M $1.83 %
10CA122.5M $1.76 %
11AE42.1M $1.44 %
12BR72.1M $1.44 %

Positions

RankCompanySharesValueWeight
201SABIC Agri-Nutrients Co 3,723122.8K $0.05 %
202Acciona SA 410119.6K $0.05 %
203People's Insurance Co Group of China Ltd/The 144,774118.6K $0.05 %
204eBay Inc 1,303118.4K $0.05 %
205Iberdrola SA 4,854115K $0.05 %
206International Consolidated Airlines Group SA 20,161115K $0.05 %
207Commercial International Bank - Egypt (CIB) 40,528112.8K $0.05 %
208AvalonBay Communities, Inc. 628111.3K $0.05 %
209CITIC Ltd 67,559108.1K $0.04 %
210Evergreen Marine Corp Taiwan Ltd 17,103107.9K $0.04 %
211Power Finance Corp Ltd 23,757107.6K $0.04 %
212Best Buy Co Inc 1,683104.3K $0.04 %
213Pandora A/S 1,313103.8K $0.04 %
214Deutsche Lufthansa AG 9,603103.1K $0.04 %
215Solventum Corp 1,378102.2K $0.04 %
216Kimberly-Clark Corp 909101.3K $0.04 %
217Open Text Corp 3,90096.6K $0.04 %
218Vipshop Holdings Ltd 5,43794.7K $0.04 %
219Hubbell Inc 18494.1K $0.04 %
220Shionogi & Co Ltd 4,00093.8K $0.04 %
221Nice Ltd 79790.3K $0.04 %
222Coca-Cola HBC AG 1,34487.1K $0.04 %
223Richter Gedeon Nyrt 2,31986.8K $0.04 %
224Vertiv Holdings Co 33485.1K $0.04 %
225Intuit Inc 20784.7K $0.03 %
226COSCO SHIPPING Holdings Co Ltd 43,00083.4K $0.03 %
227Unilever PLC 1,13283.4K $0.03 %
228BB Seguridade Participacoes SA 12,20082.5K $0.03 %
229ENEOS Holdings Inc 8,40080K $0.03 %
230Imperial Brands PLC 1,78179.8K $0.03 %
231MOL Hungarian Oil & Gas PLC 6,89376.3K $0.03 %
232Lululemon Athletica Inc 40575K $0.03 %
233Hindustan Petroleum Corp Ltd 15,31873.8K $0.03 %
234Veeva Systems Inc 39872.4K $0.03 %
235Barrick Mining Corp 1,40071K $0.03 %
236REC Ltd 18,24970K $0.03 %
237China Taiping Insurance Holdings Co Ltd 23,84869.7K $0.03 %
238FedEx Corp 18069.7K $0.03 %
239EOG Resources Inc 56069.5K $0.03 %
240Comcast Corp 2,11765.5K $0.03 %
241Magna International Inc 1,01964.3K $0.03 %
242Coal India Ltd 13,50963.9K $0.03 %
243Procter & Gamble Co/The 38263.9K $0.03 %
244Turk Hava Yollari AO 9,10363.7K $0.03 %
245RELX PLC 1,75161K $0.03 %
246Vodafone Group PLC 39,16160.4K $0.02 %
247Amphenol Corp 41160K $0.02 %
248Allwyn AG 3,07657.4K $0.02 %
249Prysmian SpA 47357.3K $0.02 %
250Tokyo Electron Ltd 20056.4K $0.02 %
251Advanced Info Service PCL 4,60056.2K $0.02 %
252Union Pacific Corp 21055.6K $0.02 %
253Huaneng Power International Inc 72,00055.5K $0.02 %
254WW Grainger Inc 4854.9K $0.02 %
255Linde PLC 10352.3K $0.02 %
256Lennox International Inc 9151.9K $0.02 %
257MTN Group Ltd 3,93051.2K $0.02 %
258Sherwin-Williams Co/The 13649.3K $0.02 %
259JD Logistics Inc 34,20048.8K $0.02 %
260Royal Caribbean Cruises Ltd 15648.5K $0.02 %
261Air Liquide SA 22647.6K $0.02 %
262Stryker Corp 12247.3K $0.02 %
263Rheinmetall AG 2447.2K $0.02 %
264Kao Corp. 1,10047K $0.02 %
265IMPERIAL OIL LTD 40046.8K $0.02 %
266Loblaw Cos Ltd 1,00346.5K $0.02 %
267Eli Lilly & Co 4446.3K $0.02 %
268Progressive Corp/The 21646.2K $0.02 %
269Cisco Systems, Inc. 57946K $0.02 %
270Northern Trust Corp 31945.6K $0.02 %
271Erste Group Bank AG 38345.6K $0.02 %
272TIS Inc 2,20045.4K $0.02 %
273CK Hutchison Holdings Ltd 5,50045.3K $0.02 %
274Check Point Software Technologies Ltd 29745.2K $0.02 %
275AutoZone Inc 1245.1K $0.02 %
276Bank Leumi Le-Israel BM 1,84544.6K $0.02 %
277Parker-Hannifin Corp 4444.4K $0.02 %
278Sanofi SA 45043.7K $0.02 %
279Bandai Namco Holdings Inc 1,60043.5K $0.02 %
280O'Reilly Automotive Inc 45342.5K $0.02 %
281Uber Technologies Inc 56142.3K $0.02 %
282Shriram Finance Ltd 3,54242K $0.02 %
283Magnum Ice Cream Co NV/The 2,58340.9K $0.02 %
284Canadian Imperial Bank of Commerce 40040.4K $0.02 %
285FirstRand Ltd 6,24838.9K $0.02 %
286Prologis Property Mexico SA de CV 7,79238.4K $0.02 %
287Versant Media Group Inc 1,12037.3K $0.02 %
288KBC Group NV 26936.5K $0.02 %
289Electronic Arts Inc 18136.3K $0.01 %
290Spotify Technology SA 7036K $0.01 %
291Ross Stores Inc 17536K $0.01 %
292MercadoLibre Inc 2035.2K $0.01 %
293Boston Scientific Corp 45334.8K $0.01 %
294OMV AG 52634.1K $0.01 %
295Palantir Technologies Inc 23832.7K $0.01 %
296Fisher & Paykel Healthcare Corp Ltd 1,33032.6K $0.01 %
297PulteGroup Inc 23732.5K $0.01 %
298Turkcell Iletisim Hizmetleri AS 11,98531.6K $0.01 %
299ROCKWOOL A/S 94631.3K $0.01 %
300Atlas Copco AB 1,63130.7K $0.01 %