Titelia

Holdings of Equity Income Account

Principal Variable Contract Funds, Inc · Original filing · Compare with another fund · Report an error

Net assets
707M $ including 695.1M $ in equities, 98.3 %
Positions
60 in 6 countries
Top ten
27.6 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Alphabet Inc 87,48625.2M $3.56 %
2JPMorgan Chase & Co 77,97722.9M $3.24 %
3Costco Wholesale Corp 22,38822.3M $3.16 %
4Taiwan Semiconductor Manufacturing Co Ltd 56,27919M $2.69 %
5Chubb Ltd 56,92518.6M $2.62 %
6Morgan Stanley 107,29617.7M $2.50 %
7Coca-Cola Co/The 232,09117.7M $2.50 %
8DR Horton Inc 128,39517.6M $2.49 %
9PNC Financial Services Group Inc/The 83,21217.3M $2.45 %
10T-Mobile US Inc 81,90117.2M $2.43 %
11Parker-Hannifin Corp 18,77716.8M $2.38 %
12Hilton Worldwide Holdings Inc 54,89216.7M $2.36 %
13Trane Technologies PLC 40,00816.7M $2.36 %
14Cummins Inc 30,96216.7M $2.36 %
15Merck & Co Inc 138,37116.6M $2.35 %
16PACCAR Inc 140,56216.2M $2.30 %
17KKR & Co Inc 174,23416.1M $2.28 %
18Apple Inc 63,44116.1M $2.28 %
19Bank of America Corp 322,59415.7M $2.22 %
20Corteva Inc 187,41015.7M $2.22 %
21Marathon Petroleum Corp 62,77515.3M $2.17 %
22Deere & Co 27,20915.3M $2.17 %
23Blackrock Inc 14,84014.3M $2.02 %
24EOG Resources Inc 94,21613.6M $1.93 %
25NextEra Energy Inc 146,02713.6M $1.92 %
26Enterprise Products Partners LP 352,44513.3M $1.89 %
27Novartis AG 84,27912.9M $1.82 %
28Broadcom Inc 40,12012.4M $1.76 %
29Procter & Gamble Co/The 82,16711.9M $1.68 %
30HCA Healthcare Inc 25,05411.9M $1.68 %
31Microsoft Corp 28,59210.6M $1.50 %
32Reliance Inc 33,95810.3M $1.46 %
33Abbott Laboratories 97,31910M $1.41 %
34Chevron Corp 46,9959.7M $1.38 %
35Prologis Inc 72,7909.6M $1.36 %
36Monolithic Power Systems Inc 8,6879.5M $1.34 %
37Expeditors International of Washington Inc 63,2279.1M $1.28 %
38Equity LifeStyle Properties Inc 136,8908.5M $1.21 %
39Starbucks Corp 90,4158.1M $1.15 %
40Xcel Energy Inc 97,9117.8M $1.10 %
41AstraZeneca PLC 39,4127.8M $1.10 %
42STERIS PLC 34,7307.7M $1.09 %
43SAP SE 44,8307.7M $1.09 %
44Fidelity National Financial Inc 154,4517.2M $1.01 %
45WEC Energy Group Inc 61,8437.2M $1.01 %
46Nasdaq Inc 83,2287.1M $1.00 %
47Williams-Sonoma Inc 37,0476.8M $0.96 %
48Air Products and Chemicals Inc 21,7556.3M $0.89 %
49Eli Lilly & Co 6,6076.1M $0.86 %
50Publicis Groupe SA 286,5125.9M $0.84 %
51Sempra 59,5095.8M $0.82 %
52UnitedHealth Group Inc 20,4925.5M $0.78 %
53Omnicom Group Inc 66,8245M $0.71 %
54Salesforce Inc 23,6524.4M $0.62 %
55Realty Income Corp 59,4863.6M $0.51 %
56Citigroup Inc 30,2773.4M $0.49 %
57Motorola Solutions Inc 7,7913.4M $0.48 %
58Carrier Global Corp 57,3053.2M $0.46 %
59Roche Holding AG 64,2003.2M $0.45 %
60Comcast Corp 48,2421.4M $0.20 %

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Sector breakdown

  • Financials 19.1 %
  • Industrials 13.5 %
  • Technology 12.0 %
  • Health care 10.6 %
  • Consumer staples 7.5 %
  • Consumer discretionary 7.1 %
  • Communication 7.0 %
  • Utilities 4.9 %
  • Materials 4.7 %
  • Energy 4.2 %
  • Real estate 1.9 %
  • Unattributed 7.5 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 93.7 %
  • Taiwan 2.7 %
  • United Kingdom 1.1 %
  • Germany 1.1 %
  • France 0.9 %
  • Switzerland 0.5 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States55651.5M $93.73 %
2Taiwan119M $2.74 %
3United Kingdom17.8M $1.12 %
4Germany17.7M $1.10 %
5France15.9M $0.85 %
6Switzerland13.2M $0.46 %
Cite this page

Titelia. "Holdings of Equity Income Account". https://titelia.com/en/funds/S000014083