Titelia

Holdings of Global Strategy Fund

VALIC Co I · Original filing · Compare with another fund · Report an error

Net assets
243.3M $ including 144.1M $ in equities, 59.2 %
Positions
399 in 42 countries
Bond lines
49 from 43 companies
Top ten
16.0 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
301Neurocrine Biosciences Inc 22930.3K $0.01 %
302Qatar National Bank QPSC 5,54229.3K $0.01 %
303Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 4428.9K $0.01 %
304Arch Capital Group Ltd 26426.4K $0.01 %
305China Merchants Bank Co Ltd 4,00025K $0.01 %
306RPM International Inc 21424.4K $0.01 %
307Oracle Corp 16323.7K $0.01 %
308Hon Hai Precision Industry Co Ltd 3,00023.1K $0.01 %
309NVR Inc 322.6K $0.01 %
310Associated British Foods PLC 83222.2K $0.01 %
311Roche Holding AG 4019.8K $0.01 %
312Paychex Inc 21119.8K $0.01 %
313Tata Motors Ltd /new 3,41818.9K $0.01 %
314Masco Corp 21815.6K $0.01 %
315Tata Motors Passenger Vehicles Limited 3,41814.4K $0.01 %
316Corpay Inc 4113.3K $0.01 %
317Broadridge Financial Solutions Inc 5710.6K $0.00 %
318Allegion plc 6410.3K $0.00 %
319Aldar Properties PJSC 3,44810.1K $0.00 %
320New Fortress Energy Inc 8,6989.5K $0.00 %
321CGI Inc 1007.3K $0.00 %
322Infosys Ltd 3945.6K $0.00 %
323China Communications Services Corp Ltd 1,9251.1K $0.00 %
324General Electric Co 1342.3 $0.00 %
325Schneider Electric SE 1327 $0.00 %
326ASE Technology Holding Co Ltd 26311.5 $0.00 %
327Fresnillo PLC 5285.7 $0.00 %
328Aluminum Corp of China Ltd 153276.5 $0.00 %
329ACS Actividades de Construccion y Servicios SA 2259 $0.00 %
330Phoenix Financial Ltd 5255.4 $0.00 %
331Garmin Ltd 1252.8 $0.00 %
332Anglogold Ashanti Plc 2252.2 $0.00 %
333Tenaris SA 9245.9 $0.00 %
334Nokia Oyj 32245.2 $0.00 %
335International Business Machines Corp. 1240.2 $0.00 %
336Targa Resources Corp 1235.8 $0.00 %
337Packaging Corp of America 1232.1 $0.00 %
338Vedanta Ltd 29228.4 $0.00 %
339T-Mobile US Inc 1217.1 $0.00 %
340Automatic Data Processing Inc 1214.4 $0.00 %
341Verisk Analytics Inc 1207.6 $0.00 %
342Ambev SA 65206.3 $0.00 %
343Dick's Sporting Goods Inc 1203.6 $0.00 %
344Old Dominion Freight Line Inc 1203.1 $0.00 %
345Kongsberg Gruppen ASA 5202.9 $0.00 %
346RTX Corp 1202.6 $0.00 %
347Chugai Pharmaceutical Co Ltd 3200.9 $0.00 %
348Sasol Ltd 22200.8 $0.00 %
349Sompo Holdings Inc 5200 $0.00 %
350Standard Chartered PLC 8197.5 $0.00 %
351CK Asset Holdings Ltd 31197.3 $0.00 %
352Volvo AB 5194.9 $0.00 %
353JBS NV 11183.9 $0.00 %
354PTT Exploration & Production PCL 41177.4 $0.00 %
355Meritz Financial Group Inc 2176.7 $0.00 %
356Generali 4170.9 $0.00 %
357PepsiCo Inc 1169.7 $0.00 %
358Ryohin Keikaku Co Ltd 7161.2 $0.00 %
359Mitsubishi Heavy Industries Ltd 5160.5 $0.00 %
360Orion Oyj 2160 $0.00 %
361TotalEnergies SE 2159 $0.00 %
362Gartner Inc 1157.2 $0.00 %
363TDK Corp 10155.3 $0.00 %
364Molina Healthcare Inc 1154.1 $0.00 %
365Petronas Dagangan Bhd 27152.5 $0.00 %
366Tenaga Nasional Bhd 41151.5 $0.00 %
367NTPC Ltd 36151.2 $0.00 %
368Bosideng International Holdings Ltd 243151 $0.00 %
369B3 SA - Brasil Bolsa Balcao 43150.1 $0.00 %
370Unipol Assicurazioni SpA 6150 $0.00 %
371Contemporary Amperex Technology Co Ltd 3149.7 $0.00 %
372China Minsheng Banking Corp Ltd 278143.9 $0.00 %
373China Tower Corp Ltd 100142.5 $0.00 %
374Saudi Energy Co 39140.7 $0.00 %
375Novatek Microelectronics Corp 11137.8 $0.00 %
376HCL Technologies Ltd 9136.7 $0.00 %
377Equity LifeStyle Properties Inc 2134.3 $0.00 %
378Arista Networks Inc 1133.5 $0.00 %
379Konami Group Corp 1133.4 $0.00 %
380JD Sports Fashion PLC 118130.4 $0.00 %
381Hewlett Packard Enterprise Co 6128.8 $0.00 %
382Alibaba Group Holding Ltd 7127.9 $0.00 %
383Asustek Computer Inc 7117.8 $
384Tata Consultancy Services Ltd 4116.1 $
385Sage Group PLC/The 10110.8 $
386Entergy Corp 1107.1 $
387JD.com Inc 8106.8 $
388Builders FirstSource Inc 1104.3 $
3893SBio Inc 37103.8 $
390LKQ Corp 399.3 $
391NetApp Inc 199 $
392GoDaddy Inc 187.2 $
393Qantas Airways Ltd 1285 $
394Wolters Kluwer NV 180.5 $
395Novo Nordisk A/S 275.2 $
396Orange SA 364.5 $
397CEZ AS 156.8 $
398Toray Industries Inc 434.3 $
399Compass Group PLC 130.7 $

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The bonds it holds

This fund holds 49 bond lines from 43 companies. Only companies that already have a page on Titelia appear here.

RankCompanyBond linesValueWeight
1Blue Owl Capital Corp11.1M $0.44 %
2Enact Holdings Inc1944.5K $0.39 %
3UBS Group AG1939.4K $0.39 %
4Ares Capital Corp1934.7K $0.38 %
5GOLUB CAPITAL BDC INC1922.9K $0.38 %
6Blackstone Secured Lending Fund1920.8K $0.38 %
7Sempra1898.2K $0.37 %
8Cleveland-Cliffs Inc2880.3K $0.36 %
9Charles Schwab Corp/The1852.1K $0.35 %
10YPF SA2704.5K $0.29 %
11Main Street Capital Corp.1674.8K $0.28 %
12Kioxia Holdings Corp.1674.5K $0.28 %
13Bain Capital Specialty Finance Inc1606.7K $0.25 %
14Ecopetrol SA2538.7K $0.22 %
15Hercules Capital Inc1478.5K $0.20 %
16NMI Holdings Inc1414.8K $0.17 %
17Vistra Corp2410.7K $0.17 %
18Deluxe Corp1398.6K $0.16 %
19US Bancorp1386.4K $0.16 %
20Jefferies Financial Group Inc1383.6K $0.16 %
21ERO Copper Corp1359.5K $0.15 %
22JPMorgan Chase & Co1348.7K $0.14 %
23Murphy Oil Corp1348K $0.14 %
24PNC Financial Services Group Inc/The2343.7K $0.14 %
25Allegiant Travel Co1335.1K $0.14 %
26Global Payments Inc1332K $0.14 %
27IREN Ltd1306.3K $0.13 %
28MasTec Inc1302.9K $0.12 %
29First Citizens BancShares Inc/NC1299.2K $0.12 %
30Geopark Ltd1294.6K $0.12 %
31American Express Co1288.2K $0.12 %
32Capital One Financial Corp1283.1K $0.12 %
33Bank of New York Mellon Corp/The1270.9K $0.11 %
34Citigroup Inc1259.3K $0.11 %
35Texas Capital Bancshares Inc1240.8K $0.10 %
36Regal Rexnord Corp2237.1K $0.10 %
37Enova International Inc1231.1K $0.10 %
38Mativ Holdings Inc1227K $0.09 %
39Block Inc1213.4K $0.09 %
40Synchrony Financial1178.9K $0.07 %
41Taseko Mines Ltd1169.4K $0.07 %
42NGL Energy Partners LP193.3K $0.04 %
43Adecoagro SA187.1K $0.04 %

Sector breakdown

  • Technology 25.1 %
  • Financials 12.6 %
  • Health care 10.2 %
  • Communication 8.1 %
  • Consumer discretionary 6.8 %
  • Industrials 5.1 %
  • Consumer staples 4.7 %
  • Materials 3.1 %
  • Utilities 1.5 %
  • Energy 0.9 %
  • Real estate 0.6 %
  • Unattributed 21.1 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

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 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 57.9 %
  • Hong Kong SAR China 5.3 %
  • South Korea 5.0 %
  • Japan 4.6 %
  • United Kingdom 4.0 %
  • France 3.0 %
  • Switzerland 3.0 %
  • Taiwan 2.9 %
  • Germany 1.8 %
  • Canada 1.8 %
  • United Arab Emirates 1.4 %
  • Brazil 1.4 %
  • Other countries 7.8 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States15583.5M $57.95 %
2Hong Kong SAR China277.7M $5.32 %
3South Korea117.2M $4.99 %
4Japan346.6M $4.61 %
5United Kingdom235.8M $4.02 %
6France134.3M $2.96 %
7Switzerland64.3M $2.96 %
8Taiwan74.2M $2.90 %
9Germany82.6M $1.83 %
10Canada122.5M $1.76 %
11United Arab Emirates42.1M $1.44 %
12Brazil72.1M $1.44 %
Cite this page

Titelia. "Holdings of Global Strategy Fund". https://titelia.com/en/funds/S000008349