Titelia

Holdings of AB Large Cap Value Fund

AB TRUST · 61 declared positions · as of Feb 28, 2026

Original filing · Net assets 483.5M $ · Ten largest lines: 30.4 % of the equity sleeve

Sector breakdown

  • Financials 11.4 %
  • Industrials 10.3 %
  • Health care 8.9 %
  • Communication 8.6 %
  • Consumer discretionary 7.6 %
  • Technology 6.4 %
  • Energy 5.4 %
  • Consumer staples 4.9 %
  • Utilities 2.6 %
  • Materials 2.1 %
  • Real estate 1.1 %
  • Unattributed 30.8 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 95.0 %
  • NL 2.8 %
  • IE 2.2 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US57459M $95.02 %
NL213.6M $2.81 %
IE210.5M $2.17 %

Positions

CompanySharesValueWeight
Alphabet Inc 55,70517.3M $3.59 %
Exxon Mobil Corp 106,43416.2M $3.36 %
Walmart Inc 125,92916.1M $3.33 %
RTX Corp 77,28615.7M $3.24 %
Merck & Co Inc 115,77314.3M $2.96 %
Walt Disney Co/The 134,91214.3M $2.96 %
Lam Research Corp 61,05514.3M $2.95 %
Bank of America Corp 279,26013.9M $2.88 %
American Electric Power Co Inc 92,63212.4M $2.56 %
Lowe's Cos Inc 46,10612.2M $2.52 %
Deere & Co 18,80711.8M $2.45 %
AutoZone Inc 3,03111.4M $2.35 %
Charles Schwab Corp/The 118,35811.3M $2.33 %
Wells Fargo & Co 129,91910.6M $2.19 %
UnitedHealth Group Inc 34,61910.2M $2.10 %
Corteva Inc 123,9819.9M $2.05 %
EOG Resources Inc 79,7479.9M $2.05 %
Labcorp Holdings Inc 34,1259.9M $2.04 %
McDonald's Corp. 26,9509.2M $1.90 %
Eagle Materials Inc 40,7009.1M $1.88 %
Ameren Corp 77,8838.8M $1.82 %
Hexcel Corp 94,0978.7M $1.80 %
Eaton Corp PLC 21,6418.1M $1.68 %
CME Group Inc 25,3538.1M $1.68 %
Willis Towers Watson PLC 25,8267.9M $1.63 %
Reliance Inc 24,8547.8M $1.62 %
Everest Group Ltd 22,9847.7M $1.59 %
Coca-Cola Co/The 91,3157.4M $1.54 %
T-Mobile US Inc 34,0357.4M $1.53 %
PACCAR Inc 57,2307.2M $1.49 %
Medtronic PLC 73,4237.2M $1.48 %
NXP Semiconductors NV 31,2407.1M $1.47 %
Carrier Global Corp 107,1126.9M $1.43 %
Dollar Tree Inc 53,3676.7M $1.40 %
CNH Industrial NV 528,4316.5M $1.34 %
Morgan Stanley 38,8996.5M $1.34 %
US Foods Holding Corp 66,2626.4M $1.32 %
Sandisk Corp/DE 9,6736.1M $1.27 %
Baker Hughes Co 91,3226M $1.23 %
Johnson & Johnson 23,8595.9M $1.23 %
Western Digital Corp 20,6445.8M $1.19 %
Thermo Fisher Scientific Inc 10,8365.6M $1.17 %
Digital Realty Trust Inc 29,2245.2M $1.07 %
Corebridge Financial Inc 197,7575.1M $1.06 %
Bath & Body Works Inc 223,1655.1M $1.05 %
M&T Bank Corp 23,2165M $1.04 %
F5 Inc 18,2084.9M $1.02 %
CH Robinson Worldwide Inc 26,4664.9M $1.01 %
Encompass Health Corp 43,2404.7M $0.96 %
Berkshire Hathaway Inc 9,0934.6M $0.95 %
Gen Digital Inc 195,0884.4M $0.91 %
American Healthcare REIT Inc 81,2564.2M $0.88 %
Amazon.com Inc 18,0363.8M $0.78 %
Oracle Corp 25,5383.7M $0.77 %
Ryman Hospitality Properties Inc 36,0023.6M $0.74 %
Jefferies Financial Group Inc 76,5083.4M $0.70 %
First Citizens BancShares Inc/NC 1,7593.3M $0.69 %
COPT Defense Properties 95,2573M $0.63 %
Extra Space Storage Inc 19,8333M $0.62 %
ICON PLC 23,9312.6M $0.54 %
Meta Platforms Inc 3,9092.5M $0.52 %