Titelia

Holdings of NYLIM VP Balanced Portfolio

NEW YORK LIFE INVESTMENTS VP FUNDS TRUST · Original filing · Compare with another fund · Report an error

Net assets
337.4M $ including 203.1M $ in equities, 60.2 %
Positions
63 in 7 countries
Bond lines
51 from 42 companies
Top ten
15.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 31,7329.1M $2.70 %
2JPMorgan Chase & Co 25,4997.5M $2.22 %
3Johnson & Johnson 24,7776.1M $1.80 %
4Merck & Co Inc 43,8575.3M $1.56 %
5Pfizer Inc 146,3804.1M $1.22 %
6Cisco Systems, Inc. 52,9484.1M $1.22 %
7Sempra 40,7704M $1.17 %
8UnitedHealth Group Inc 13,9103.8M $1.12 %
9T-Mobile US Inc 17,1523.6M $1.07 %
10Accenture PLC 17,4613.5M $1.03 %
11L3Harris Technologies Inc 9,8723.4M $1.01 %
12Archer-Daniels-Midland Co 45,4283.3M $0.98 %
13Elevance Health Inc 11,1923.3M $0.97 %
14Huntington Bancshares Inc/OH 208,3453.3M $0.97 %
15Chubb Ltd 9,9183.2M $0.96 %
16M&T Bank Corp 15,6283.2M $0.96 %
17F5 Inc 11,1613.2M $0.96 %
18S&P Global Inc 7,5673.2M $0.95 %
19American International Group Inc 42,4863.2M $0.95 %
20Marsh & McLennan Cos Inc 18,4013.2M $0.95 %
21Eaton Corp PLC 8,8913.2M $0.94 %
22Johnson Controls International plc 23,8863.1M $0.93 %
23KKR & Co Inc 33,8043.1M $0.93 %
24Ferguson Enterprises Inc 13,3343.1M $0.92 %
25Progressive Corp/The 15,6643.1M $0.92 %
26Targa Resources Corp 12,2623.1M $0.91 %
27American Electric Power Co Inc 23,4513.1M $0.91 %
28Dick's Sporting Goods Inc 15,4953.1M $0.91 %
29Nasdaq Inc 36,1893.1M $0.91 %
30Gilead Sciences Inc 21,9133.1M $0.91 %
31Atmos Energy Corp 16,4683M $0.90 %
32PNC Financial Services Group Inc/The 14,5753M $0.90 %
33Amdocs Ltd 46,2053M $0.89 %
34NetApp Inc 29,2533M $0.89 %
35MetLife Inc 42,2953M $0.89 %
36Keurig Dr Pepper Inc 113,3143M $0.88 %
37US Foods Holding Corp 32,3303M $0.88 %
38Diamondback Energy Inc 14,9903M $0.88 %
39Raymond James Financial Inc 19,8402.9M $0.85 %
40Industria de Diseno Textil SA 197,7182.8M $0.84 %
41Broadcom Inc 9,1482.8M $0.84 %
42Crown Castle Inc 34,7612.8M $0.84 %
43PACCAR Inc 24,4432.8M $0.84 %
44Marathon Petroleum Corp 11,5152.8M $0.83 %
45NVIDIA Corp 16,1162.8M $0.83 %
46American Water Works Co Inc 20,6042.8M $0.83 %
47NXP Semiconductors NV 14,1392.8M $0.83 %
48Antero Resources Corp 64,9902.8M $0.82 %
49Emerson Electric Co. 20,5022.7M $0.80 %
50Gaming and Leisure Properties Inc 59,6362.6M $0.78 %
51Freeport-McMoRan Inc 44,9762.6M $0.78 %
52LPL Financial Holdings Inc 8,6952.6M $0.78 %
53Microsoft Corp 6,9932.6M $0.77 %
54Ares Management Corp 23,6272.6M $0.76 %
55Zoetis Inc 21,7212.6M $0.76 %
56Eli Lilly & Co 2,7392.5M $0.75 %
57Unilever PLC 43,8152.5M $0.74 %
583M Co 16,9482.5M $0.73 %
59Gentex Corp 105,1852.3M $0.68 %
60Middleby Corp/The 16,9522.2M $0.67 %
61H&R Block Inc 67,5302.1M $0.64 %
62AstraZeneca PLC 10,6582.1M $0.62 %
63Roche Holding AG 4,6721.8M $0.55 %

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The bonds it holds

42 companies, 51 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1AT&T Inc31.2M $0.35 %
2Bank of America Corp21.1M $0.33 %
3Goldman Sachs Group Inc/The2914.9K $0.27 %
4Verizon Communications Inc3803.9K $0.24 %
5Deutsche Bank AG1506.4K $0.15 %
6Meta Platforms Inc1465.4K $0.14 %
7Fiserv Inc1455.2K $0.13 %
8Wells Fargo & Co1448.9K $0.13 %
9American Tower Corp1445.5K $0.13 %
10PNC Financial Services Group Inc/The1424.8K $0.13 %
11HSBC Holdings PLC1411.7K $0.12 %
12BNP Paribas SA1377.1K $0.11 %
13Morgan Stanley2365.6K $0.11 %
14Global Payments Inc1309.3K $0.09 %
15Amazon.com Inc1309.2K $0.09 %
16Huntington Bancshares Inc/OH1300.5K $0.09 %
17National Fuel Gas Co1300K $0.09 %
18Ally Financial Inc1299.6K $0.09 %
19AbbVie Inc1299.4K $0.09 %
20M&T Bank Corp1298.8K $0.09 %
21MPLX LP1298K $0.09 %
22Carnival Corp1297.8K $0.09 %
23Citizens Financial Group Inc1297.3K $0.09 %
24Broadcom Inc2297.1K $0.09 %
25Energy Transfer LP2296.5K $0.09 %
26Amphenol Corp1284.6K $0.08 %
27UBS Group AG1270.7K $0.08 %
28Capital One Financial Corp1259.4K $0.08 %
29Antero Resources Corp1250.8K $0.07 %
30Altria Group, Inc.1250.1K $0.07 %
31Synchrony Financial1249.8K $0.07 %
32Barclays PLC1249.4K $0.07 %
33Amgen Inc1243.5K $0.07 %
34Oracle Corp1238.1K $0.07 %
35Lowe's Cos Inc1235K $0.07 %
36Xcel Energy Inc1223.6K $0.07 %
37Hewlett Packard Enterprise Co1199K $0.06 %
38Banco Bilbao Vizcaya Argentaria SA1194.5K $0.06 %
39Targa Resources Corp1191.7K $0.06 %
40Duke Energy Corp1128K $0.04 %
41Keurig Dr Pepper Inc1118.8K $0.04 %
42Southern Co/The194.1K $0.03 %

Sector breakdown

  • Financials 24.7 %
  • Health care 17.0 %
  • Technology 12.2 %
  • Industrials 10.2 %
  • Utilities 6.3 %
  • Communication 6.3 %
  • Consumer staples 5.8 %
  • Energy 4.4 %
  • Consumer discretionary 1.4 %
  • Real estate 1.4 %
  • Materials 1.3 %
  • Unattributed 9.0 %

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

Currency breakdown

  • USD 99.1 %
  • CHF 0.9 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 92.3 %
  • Ireland 1.5 %
  • Guernsey 1.5 %
  • Spain 1.4 %
  • Netherlands 1.4 %
  • United Kingdom 1.0 %
  • Switzerland 0.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States57187.4M $92.26 %
2Ireland13.1M $1.54 %
3Guernsey13M $1.48 %
4Spain12.8M $1.40 %
5Netherlands12.8M $1.37 %
6United Kingdom12.1M $1.03 %
7Switzerland11.8M $0.91 %
Cite this page

Titelia. "Holdings of NYLIM VP Balanced Portfolio". https://titelia.com/en/funds/S000009437