Titelia

Holdings of Growth Fund

AMERICAN FUNDS INSURANCE SERIES · Original filing · Compare with another fund · Report an error

Net assets
49.6B $ including 46.7B $ in equities, 94.3 %
Positions
222 in 15 countries
Top ten
37.4 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Meta Platforms Inc 6,338,3073.6B $7.31 %
2Tesla Inc 7,508,4432.8B $5.63 %
3NVIDIA Corp 14,082,2812.5B $4.95 %
4Broadcom Inc 6,767,8452.1B $4.22 %
5Microsoft Corp 4,425,3831.6B $3.30 %
6Alphabet Inc 4,982,8011.4B $2.89 %
7Alphabet Inc 4,808,4361.4B $2.78 %
8Netflix Inc 11,900,4191.1B $2.31 %
9Amazon.com Inc 4,886,1361B $2.05 %
10Micron Technology Inc 2,862,567967.1M $1.95 %
11Intuitive Surgical Inc 1,991,933918.3M $1.85 %
12Visa Inc 2,782,429841M $1.70 %
13Eli Lilly & Co 909,779836.8M $1.69 %
14TransDigm Group Inc 717,972832.1M $1.68 %
15Shopify Inc 6,891,351817.5M $1.65 %
16Cloudflare Inc 3,633,722749.8M $1.51 %
17Vertex Pharmaceuticals Inc 1,548,600691.5M $1.39 %
18Apple Inc 2,630,386667.6M $1.35 %
19Taiwan Semiconductor Manufacturing Co Ltd 9,097,699512.9M $1.03 %
20Strategy Inc 3,787,780472.7M $0.95 %
21Royal Caribbean Cruises Ltd 1,675,568461.1M $0.93 %
22Bank of America Corp 9,094,572443.4M $0.89 %
23Alnylam Pharmaceuticals Inc 1,276,486422.4M $0.85 %
24General Electric Co 1,243,620352.9M $0.71 %
25Amphenol Corp 2,759,911348.7M $0.70 %
26FTAI Aviation Ltd 1,396,830342.2M $0.69 %
27Quanta Services Inc 572,483314.3M $0.63 %
28SK hynix Inc 564,664307.1M $0.62 %
29Performance Food Group Co 3,559,500304.9M $0.61 %
30Costco Wholesale Corp 303,405302.3M $0.61 %
31HCA Healthcare Inc 627,846297.1M $0.60 %
32Chipotle Mexican Grill Inc 9,143,057292.7M $0.59 %
33DR Horton Inc 2,048,040281M $0.57 %
34Salesforce Inc 1,458,916272.3M $0.55 %
35Live Nation Entertainment Inc 1,743,785265.9M $0.54 %
36Wheaton Precious Metals Corp 2,022,586265M $0.53 %
37EOG Resources Inc 1,799,859260.2M $0.52 %
38Northrop Grumman Corp 376,308256.7M $0.52 %
39Uber Technologies Inc 3,428,126246.6M $0.50 %
40Welltower Inc 1,230,970243.4M $0.49 %
41Constellation Software Inc/Canada 138,271242.7M $0.49 %
42Fair Isaac Corp 225,756241M $0.49 %
43Constellation Energy Corp. 861,784240.7M $0.49 %
44KLA Corp 161,842238.3M $0.48 %
45Thermo Fisher Scientific Inc 472,926232.5M $0.47 %
46Philip Morris International Inc. 1,376,564227.6M $0.46 %
47UnitedHealth Group Inc 835,333226M $0.46 %
48NIKE Inc 4,175,649220.6M $0.44 %
49Burlington Stores Inc 669,884218M $0.44 %
50Baker Hughes Co 3,500,000213.7M $0.43 %
51Amgen Inc 601,728211.7M $0.43 %
52Mastercard Inc 416,137207.9M $0.42 %
53Grupo Mexico SAB de CV 19,156,155205.1M $0.41 %
54Moderna Inc 4,000,000203.2M $0.41 %
55Republic Services Inc 903,836198M $0.40 %
56DoorDash Inc 1,300,000195.2M $0.39 %
57Albemarle Corp 1,030,702185M $0.37 %
58Intel Corp 4,149,047183.1M $0.37 %
59AppLovin Corp 438,498174.5M $0.35 %
60GE Vernova Inc 196,349171.4M $0.35 %
61AT&T Inc 5,884,700170.6M $0.34 %
62Caterpillar Inc 239,170169.4M $0.34 %
63Toast Inc 6,218,473164.9M $0.33 %
64Affirm Holdings Inc 3,595,701164.8M $0.33 %
65Block Inc 2,701,637162.6M $0.33 %
66ROBLOX Corp 2,779,517157.2M $0.32 %
67KKR & Co Inc 1,692,195156.5M $0.32 %
68Diamondback Energy Inc 776,564153.6M $0.31 %
69ATI Inc 1,054,269153.4M $0.31 %
70Glencore PLC 19,947,703152M $0.31 %
71ASML Holding NV 114,211150.9M $0.30 %
72Tractor Supply Co 3,325,000150.6M $0.30 %
73United Airlines Holdings Inc 1,596,411147M $0.30 %
74Royal Gold Inc 551,247140.3M $0.28 %
75TechnipFMC PLC 2,000,000138.3M $0.28 %
76Brookfield Corp 3,275,187132.5M $0.27 %
77Aramark 3,218,114130.5M $0.26 %
78Carvana Co 407,769128.2M $0.26 %
79Ionis Pharmaceuticals Inc 1,674,900125.8M $0.25 %
80Insmed Inc 759,530124.2M $0.25 %
81Ingersoll Rand Inc 1,525,307122.2M $0.25 %
82Cadence Design Systems Inc 431,968120M $0.24 %
83Hermes International SCA 61,000116.5M $0.23 %
84Petroleo Brasileiro SA - Petrobras 5,608,068116.4M $0.23 %
85CoStar Group Inc 2,858,168115.3M $0.23 %
86Apollo Global Management Inc 1,031,526114.9M $0.23 %
87Starbucks Corp 1,268,058113.6M $0.23 %
88ConocoPhillips 846,323111.7M $0.23 %
89Akamai Technologies Inc 955,652109.8M $0.22 %
90Wayfair Inc 1,406,061105.7M $0.21 %
91Home Depot Inc/The 315,781103.9M $0.21 %
92Ascendis Pharma A/S 444,896101.8M $0.21 %
93Align Technology Inc 593,351101.7M $0.21 %
94Viper Energy Inc 2,161,945101.6M $0.20 %
95Norwegian Cruise Line Holdings Ltd 5,200,60697.3M $0.20 %
96United Rentals Inc 132,90396.8M $0.20 %
97Texas Roadhouse Inc 569,22094M $0.19 %
98Mettler-Toledo International Inc 74,25293.6M $0.19 %
99Rivian Automotive Inc 6,203,23493.4M $0.19 %
100Capital One Financial Corp 508,44492.8M $0.19 %

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Sector breakdown

  • Technology 27.6 %
  • Communication 17.8 %
  • Consumer discretionary 13.7 %
  • Health care 9.9 %
  • Industrials 6.4 %
  • Financials 5.8 %
  • Materials 3.1 %
  • Consumer staples 2.3 %
  • Energy 2.1 %
  • Utilities 0.9 %
  • Real estate 0.7 %
  • Unattributed 9.7 %

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

Currency breakdown

  • USD 94.9 %
  • CAD 1.2 %
  • TWD 1.1 %
  • EUR 0.9 %
  • KRW 0.7 %
  • GBP 0.6 %
  • MXN 0.4 %
  • CHF 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 90.4 %
  • Canada 4.0 %
  • Taiwan 1.2 %
  • United Kingdom 0.8 %
  • France 0.7 %
  • South Korea 0.7 %
  • Mexico 0.4 %
  • Netherlands 0.4 %
  • Brazil 0.3 %
  • Denmark 0.2 %
  • Switzerland 0.2 %
  • Israel 0.2 %
  • Other countries 0.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States18442.2B $90.38 %
2Canada121.9B $4.03 %
3Taiwan2573.1M $1.23 %
4United Kingdom4395.9M $0.85 %
5France4307.6M $0.66 %
6South Korea1307.1M $0.66 %
7Mexico1205.1M $0.44 %
8Netherlands3202.3M $0.43 %
9Brazil2152.4M $0.33 %
10Denmark1101.8M $0.22 %
11Switzerland2100.5M $0.21 %
12Israel290.5M $0.19 %
Cite this page

Titelia. "Holdings of Growth Fund". https://titelia.com/en/funds/S000008791