Titelia

Holdings of Asset Allocation Fund

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

Net assets
26.3B $ including 17.8B $ in equities, 67.7 %
Positions
142 in 10 countries
Bond lines
520 from 182 companies
Top ten
22.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Blackstone Inc 320,00036.8M $0.14 %
102Boston Scientific Corp 562,87935.3M $0.13 %
103Tesla Inc 94,13435M $0.13 %
104Restaurant Brands International Inc 461,54234.1M $0.13 %
105Toll Brothers Inc 246,73033.7M $0.13 %
106American Express Co 104,98131.8M $0.12 %
107AbbVie Inc 129,91428.3M $0.11 %
108Applied Materials Inc 79,78127.3M $0.10 %
109US Foods Holding Corp 293,23227M $0.10 %
110Kinsale Capital Group Inc 76,39026.1M $0.10 %
111Blue Owl Capital Inc 2,744,40025.1M $0.10 %
112AutoZone Inc 7,01323.7M $0.09 %
113Vistra Corp 144,91021.8M $0.08 %
114Simon Property Group Inc 114,32621.3M $0.08 %
115Goldman Sachs Group Inc/The 24,70720.9M $0.08 %
116Tencent Holdings Ltd 321,50020.3M $0.08 %
117Estee Lauder Cos Inc/The 253,53518.2M $0.07 %
118Intercontinental Exchange Inc 110,13217.3M $0.07 %
119FirstEnergy Corp 323,68416.4M $0.06 %
120Carrier Global Corp 283,01115.9M $0.06 %
121BWX Technologies Inc 76,71115.7M $0.06 %
122Adobe Inc 62,60015.2M $0.06 %
123SLB Ltd 286,50014.7M $0.06 %
124Agnico Eagle Mines Ltd 71,39714.5M $0.06 %
125Air Products and Chemicals Inc 45,66413.3M $0.05 %
126ROTECH HEALTHCARE INC (NEW) 184,13812.9M $0.05 %
127Coca-Cola Co/The 160,43112.2M $0.05 %
128Medline Inc 272,90012.1M $0.05 %
129Crown Castle Inc 134,32910.9M $0.04 %
130Procter & Gamble Co/The 75,35810.9M $0.04 %
131Exxon Mobil Corp 58,1859.9M $0.04 %
132AppLovin Corp 20,1968M $0.03 %
133SK hynix Inc 13,2397.2M $0.03 %
134DraftKings Inc 237,9545.1M $0.02 %
135Centene Corp 120,5043.9M $0.02 %
136Copart Inc 85,1652.8M $0.01 %
137MACOM TECHNOLOGY SOLUTIONS HOLDINGS INC 11,9852.7M $0.01 %
138Ventas Inc 12,4231M $0.00 %
139Axon Enterprise Inc 1,826775.5K $0.00 %
140Expand Energy Corp 2,101230.6K $0.00 %
141New Fortress Energy Inc 150,31588.7K $0.00 %
142SBERBANK OF RUSSIA PJSC 8,880,0000.9 $

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The bonds it holds

182 companies, 520 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Morgan Stanley1556M $0.21 %
2Oracle Corp1248.2M $0.18 %
3Goldman Sachs Group Inc/The1045.3M $0.17 %
4Amazon.com Inc642.6M $0.16 %
5Bank of America Corp1441.8M $0.16 %
6JPMorgan Chase & Co1340.3M $0.15 %
7Meta Platforms Inc637.3M $0.14 %
8HSBC Holdings PLC836M $0.14 %
9Amgen Inc1035.5M $0.13 %
10Philip Morris International Inc.1130.2M $0.11 %
11Verizon Communications Inc1228.7M $0.11 %
12Wells Fargo & Co726.3M $0.10 %
13AbbVie Inc826.1M $0.10 %
14Alphabet Inc925.1M $0.10 %
15Abbott Laboratories323.2M $0.09 %
16Royal Caribbean Cruises Ltd520.5M $0.08 %
17CVS Health Corp520M $0.08 %
18UnitedHealth Group Inc519.9M $0.08 %
19Boeing Co/The1019.7M $0.07 %
20Brown & Brown Inc519.5M $0.07 %
21Post Holdings Inc319.3M $0.07 %
22Amphenol Corp419.3M $0.07 %
23Citigroup Inc718.1M $0.07 %
24Service Properties Trust717.3M $0.07 %
25Albertsons Cos Inc416.5M $0.06 %
26Edison International616.2M $0.06 %
27EchoStar Corp315.9M $0.06 %
28AT&T Inc315.7M $0.06 %
29Navient Corp315.7M $0.06 %
30Marsh & McLennan Cos Inc715.1M $0.06 %
31Cleveland-Cliffs Inc715M $0.06 %
32Union Pacific Corp813.2M $0.05 %
33Coinbase Global Inc212.9M $0.05 %
34CSX Corp312.8M $0.05 %
35Intesa Sanpaolo SpA112.8M $0.05 %
36Texas Instruments Inc412.4M $0.05 %
37Cigna Group/The212.4M $0.05 %
38Gray Media Inc412.3M $0.05 %
39Axon Enterprise Inc211.2M $0.04 %
40Occidental Petroleum Corp211M $0.04 %
41Saudi Arabian Oil Co110.7M $0.04 %
42Humana Inc410.7M $0.04 %
43Home Depot Inc/The610.6M $0.04 %
44Synopsys Inc310.2M $0.04 %
45SUNOCO LP1010M $0.04 %
46Norfolk Southern Corp410M $0.04 %
47BAE Systems PLC49.6M $0.04 %
48Visa Inc19M $0.03 %
49Devon Energy Corp29M $0.03 %
50Cisco Systems, Inc.18.8M $0.03 %
51Pfizer Inc18.7M $0.03 %
52Eli Lilly & Co18.2M $0.03 %
53Bristol-Myers Squibb Co28.2M $0.03 %
54Starwood Property Trust Inc28.2M $0.03 %
55Intel Corp28M $0.03 %
56Eaton Corp Plc28M $0.03 %
57Diebold Nixdorf Inc17.9M $0.03 %
58Elevance Health Inc37.5M $0.03 %
59US Bancorp27.5M $0.03 %
60American Express Co47.4M $0.03 %
61Hyatt Hotels Corp27.4M $0.03 %
62Alexandria Real Estate Equities, Inc.67.4M $0.03 %
63Orange SA37M $0.03 %
64Baxter International Inc56.8M $0.03 %
65American Tower Corp66.8M $0.03 %
66Broadcom Inc36.7M $0.03 %
67RTX Corp26.4M $0.02 %
68Genesis Energy LP46.4M $0.02 %
69Progressive Corp/The26.4M $0.02 %
70Iron Mountain Inc26.2M $0.02 %
71Bausch Health Cos Inc46.1M $0.02 %
72J M Smucker Co/The45.2M $0.02 %
73Carnival Corp35.1M $0.02 %
74Marriott International Inc/MD35M $0.02 %
75B&G Foods Inc25M $0.02 %
76Accendra Health Inc24.9M $0.02 %
77Fair Isaac Corp24.9M $0.02 %
78Nissan Motor Co Ltd34.8M $0.02 %
79Newell Brands Inc64.8M $0.02 %
80SM Energy Co44.7M $0.02 %
81Starbucks Corp24.5M $0.02 %
82NCR Atleos Corp14.4M $0.02 %
83ams-OSRAM AG14.4M $0.02 %
84L3Harris Technologies Inc14.2M $0.02 %
85Brightstar Lottery PLC24.2M $0.02 %
86UBS Group AG24.1M $0.02 %
87Westpac Banking Corp23.7M $0.01 %
88Valero Energy Corp13.5M $0.01 %
89DaVita Inc23.5M $0.01 %
90EOG Resources Inc23.4M $0.01 %
91Expand Energy Corp43.2M $0.01 %
92Gilead Sciences Inc23.2M $0.01 %
93Moog Inc13.1M $0.01 %
94Northrop Grumman Corp13.1M $0.01 %
95CME Group Inc13M $0.01 %
96Western Digital Corp13M $0.01 %
97Ally Financial Inc13M $0.01 %
98Insulet Corp12.9M $0.01 %
99CenterPoint Energy Inc12.9M $0.01 %
100Microchip Technology Inc12.7M $0.01 %

Sector breakdown

  • Technology 24.2 %
  • Industrials 11.9 %
  • Financials 10.5 %
  • Materials 9.3 %
  • Health care 8.7 %
  • Consumer discretionary 8.0 %
  • Communication 7.0 %
  • Consumer staples 5.3 %
  • Utilities 2.1 %
  • Energy 2.0 %
  • Real estate 0.2 %
  • Unattributed 10.9 %

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

Currency breakdown

  • USD 93.4 %
  • CAD 3.7 %
  • EUR 0.8 %
  • TWD 0.8 %
  • CHF 0.7 %
  • GBP 0.5 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 86.6 %
  • Canada 6.1 %
  • Taiwan 4.5 %
  • France 0.8 %
  • Netherlands 0.7 %
  • Switzerland 0.7 %
  • United Kingdom 0.5 %
  • Hong Kong SAR China 0.1 %
  • South Korea 0.0 %
  • Russia 0.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States12315.4B $86.65 %
2Canada81.1B $6.07 %
3Taiwan2794.1M $4.45 %
4France2145.4M $0.82 %
5Netherlands1124M $0.70 %
6Switzerland2123M $0.69 %
7United Kingdom183.5M $0.47 %
8Hong Kong SAR China120.3M $0.11 %
9South Korea17.2M $0.04 %
10Russia10.9 $0.00 %
Cite this page

Titelia. "Holdings of Asset Allocation Fund". https://titelia.com/en/funds/S000008796