Titelia

Holdings of Columbia Variable Portfolio - Balanced Fund

Columbia Funds Variable Series Trust II · Original filing · Compare with another fund · Report an error

Net assets
1.6B $ including 987M $ in equities, 61.7 %
Positions
77 in 1 countries
Bond lines
214 from 118 companies
Top ten
25.5 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 451,42078.7M $4.92 %
2Apple Inc 234,29859.5M $3.72 %
3Microsoft Corp 154,37857.1M $3.57 %
4iShares Core MSCI EAFE ETF 501,39645.4M $2.84 %
5Amazon.com Inc 217,84345.4M $2.84 %
6Alphabet Inc 103,36729.7M $1.86 %
7Broadcom Inc 83,90026M $1.62 %
8Alphabet Inc 84,81524.3M $1.52 %
9Eli Lilly & Co 24,12022.2M $1.39 %
10Berkshire Hathaway Inc 41,80220M $1.25 %
11Meta Platforms Inc 33,70519.3M $1.21 %
12Honeywell International Inc 79,99918.1M $1.13 %
13Chevron Corp 86,28417.9M $1.12 %
14eBay Inc 189,15117.2M $1.08 %
15Netflix Inc 175,97516.9M $1.06 %
16Visa Inc 55,18916.7M $1.04 %
17ConocoPhillips 116,42115.4M $0.96 %
18TE Connectivity PLC 69,76214.6M $0.91 %
19Texas Instruments Inc 74,80114.5M $0.91 %
20Verizon Communications Inc 288,79514.5M $0.91 %
21Blackrock Inc 13,84313.3M $0.83 %
22Vertex Pharmaceuticals Inc 29,69513.3M $0.83 %
23Equinix Inc 13,51113.2M $0.83 %
24AbbVie Inc 59,19412.9M $0.81 %
25Bank of America Corp 260,84712.7M $0.80 %
26Walmart Inc 102,15112.7M $0.79 %
27Boeing Co/The 62,00712.3M $0.77 %
28DTE Energy Co 83,86212.3M $0.77 %
29PepsiCo Inc 76,84711.9M $0.75 %
30Applied Materials Inc 33,49811.4M $0.72 %
31Eaton Corp PLC 31,77811.4M $0.71 %
32EOG Resources Inc 78,23411.3M $0.71 %
33Thermo Fisher Scientific Inc 21,87710.8M $0.67 %
34JPMorgan Chase & Co 34,62810.2M $0.64 %
35Wells Fargo & Co 127,53110.2M $0.64 %
36Public Service Enterprise Group Inc 125,03010.1M $0.63 %
37Mastercard Inc 18,6739.3M $0.58 %
38Morgan Stanley 56,3669.3M $0.58 %
39Tesla Inc 23,2798.7M $0.54 %
40Aon PLC 26,5088.6M $0.54 %
41Oracle Corp 57,6088.5M $0.53 %
42Starbucks Corp 91,5838.2M $0.51 %
43Lam Research Corp 38,0478.1M $0.51 %
44Cigna Group/The 30,1538M $0.50 %
45Abbott Laboratories 77,4468M $0.50 %
46IQVIA Holdings Inc 40,8687M $0.44 %
47Marvell Technology Inc 69,4556.9M $0.43 %
48Carrier Global Corp 120,1766.8M $0.42 %
49Dell Technologies Inc 39,2376.4M $0.40 %
50Jacobs Solutions Inc 49,1486.3M $0.39 %
51International Flavors & Fragrances Inc 84,2886.1M $0.38 %
52Waste Management Inc 26,1836M $0.38 %
53Waters Corp 18,3795.5M $0.34 %
54RTX Corp 27,6055.3M $0.33 %
55Stanley Black & Decker Inc 74,2885.3M $0.33 %
56Intuit Inc 11,9795.2M $0.32 %
57Block Inc 83,7675M $0.32 %
58Intercontinental Exchange Inc 31,1664.9M $0.31 %
59PACCAR Inc 41,8244.8M $0.30 %
60PulteGroup Inc 40,9894.8M $0.30 %
61GE Vernova Inc 5,4534.8M $0.30 %
62Synopsys Inc 11,8684.7M $0.29 %
63Palo Alto Networks Inc 28,7354.6M $0.29 %
64S&P Global Inc 10,3194.4M $0.27 %
65Boston Scientific Corp 69,0124.3M $0.27 %
66DoorDash Inc 28,7324.3M $0.27 %
67Henry Schein Inc 57,5884.2M $0.27 %
68Charles Schwab Corp/The 43,0974.1M $0.25 %
69Walt Disney Co/The 40,1923.9M $0.24 %
70Okta Inc 47,7943.8M $0.24 %
71Tapestry Inc 26,6533.8M $0.24 %
72Micron Technology Inc 9,5923.2M $0.20 %
73Take-Two Interactive Software Inc 16,3313.2M $0.20 %
74Salesforce Inc 17,1363.2M $0.20 %
75Parker-Hannifin Corp 2,1922M $0.12 %
76General Electric Co 5,1311.5M $0.09 %
77NIKE Inc 17,391918.6K $0.06 %

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The bonds it holds

118 companies, 214 bond lines; the 100 largest follow. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1JPMorgan Chase & Co57.4M $0.46 %
2AbbVie Inc25.4M $0.34 %
3Bank of America Corp15.1M $0.32 %
4Morgan Stanley44.7M $0.30 %
5RTX Corp24.6M $0.28 %
6L3Harris Technologies Inc23.6M $0.23 %
7UnitedHealth Group Inc33M $0.19 %
8GE HealthCare Technologies Inc22.9M $0.18 %
9Goldman Sachs Group Inc/The12.6M $0.16 %
10Abbott Laboratories12.3M $0.15 %
11Broadcom Inc22.3M $0.14 %
12HSBC Holdings PLC12.1M $0.13 %
13Boeing Co/The22.1M $0.13 %
14Wells Fargo & Co12M $0.13 %
15Royal Bank of Canada31.9M $0.12 %
16Northrop Grumman Corp21.9M $0.12 %
17CVS Health Corp21.7M $0.11 %
18International Business Machines Corp.11.7M $0.11 %
19Oracle Corp11.7M $0.11 %
20Citigroup Inc21.7M $0.10 %
21Meta Platforms Inc31.6M $0.10 %
22Amazon.com Inc21.5M $0.09 %
23Merck & Co Inc11.4M $0.09 %
24BAE Systems PLC21.3M $0.08 %
25Amgen Inc11.3M $0.08 %
26Enbridge Inc11.2M $0.07 %
27Campbell's Company/The11.1M $0.07 %
28Heineken NV11.1M $0.07 %
29Duke Energy Corp1991.5K $0.06 %
30Alphabet Inc1932.5K $0.06 %
31Energy Transfer LP1872.9K $0.05 %
32Norfolk Southern Corp1865.9K $0.05 %
33Edison International1840.2K $0.05 %
34DTE Energy Co1830.6K $0.05 %
35Lockheed Martin Corp1800.8K $0.05 %
36Western Midstream Partners LP1797.9K $0.05 %
37Occidental Petroleum Corp1796.5K $0.05 %
38Lowe's Cos Inc2735.9K $0.05 %
39Dominion Energy Inc1691.1K $0.04 %
40Walmart Inc1649.5K $0.04 %
41Constellation Brands Inc1585.5K $0.04 %
42NiSource Inc1564.1K $0.04 %
43US Bancorp1548K $0.03 %
44Intel Corp1545.3K $0.03 %
45PNC Financial Services Group Inc/The1514.7K $0.03 %
46APA Corp1484.3K $0.03 %
47General Mills, Inc.1435.5K $0.03 %
48Eaton Corp Plc1342.1K $0.02 %
49Tenet Healthcare Corp5293.7K $0.02 %
50Post Holdings Inc5281.7K $0.02 %
51SM Energy Co7278K $0.02 %
52NRG Energy Inc8274.4K $0.02 %
53Fidelity National Information Services Inc1273.2K $0.02 %
54Herc Holdings Inc5269.5K $0.02 %
55Clear Channel Outdoor Holdings Inc5205.1K $0.01 %
56SUNOCO LP4194.1K $0.01 %
57Acadia Healthcare Co Inc3185.2K $0.01 %
58Iron Mountain Inc4177.9K $0.01 %
59Carnival Corp3157.9K $0.01 %
60Caesars Entertainment Inc4152.8K $0.01 %
61Matador Resources Co3151.4K $0.01 %
62Snap Inc2149.2K $0.01 %
63EchoStar Corp1145.4K $0.01 %
64Six Flags Entertainment Corp1141.9K $0.01 %
65Block Inc3125.8K $0.01 %
66Entegris Inc2118.8K $0.01 %
67NCR Voyix Corp2117.4K $0.01 %
68Newell Brands Inc3106.6K $0.01 %
69Charles River Laboratories International Inc2102.2K $0.01 %
70WEX Inc1100.9K $0.01 %
71CNX Resources Corp295.2K $0.01 %
72Amentum Holdings Inc192.2K $0.01 %
73NCR Atleos Corp191K $0.01 %
74Albertsons Cos Inc287.9K $0.01 %
75Nissan Motor Co Ltd187.6K $0.01 %
76Grifols SA183.4K $0.01 %
77Advance Auto Parts Inc279.9K $0.01 %
78Science Applications International Corp179.2K $0.01 %
79ATI Inc272.1K $0.00 %
80Hudbay Minerals Inc171.9K $0.00 %
81Gray Media Inc365.9K $0.00 %
82Wolverine World Wide Inc165.7K $0.00 %
83HealthEquity Inc164.8K $0.00 %
84CACI International Inc164.1K $0.00 %
85Churchill Downs Inc262.3K $0.00 %
86Constellium SE354.6K $0.00 %
87Group 1 Automotive Inc152.5K $0.00 %
88Asbury Automotive Group Inc152.2K $0.00 %
89Navient Corp145.7K $0.00 %
90Qnity Electronics Inc243.3K $0.00 %
91ROBLOX Corp143.2K $0.00 %
92Bausch Health Cos Inc342.4K $0.00 %
93GFL Environmental Inc139.4K $0.00 %
94Comstock Resources Inc135.5K $0.00 %
95PG&E Corp234K $0.00 %
96DaVita Inc133.6K $0.00 %
97BAUSCH + LOMB CORP133.1K $0.00 %
98goeasy Ltd431.2K $0.00 %
99Carpenter Technology Corp130.7K $0.00 %
100Scotts Miracle-Gro Co/The129.8K $0.00 %

Sector breakdown

  • Technology 31.7 %
  • Financials 13.0 %
  • Communication 11.3 %
  • Health care 9.3 %
  • Consumer discretionary 9.0 %
  • Industrials 7.4 %
  • Energy 2.7 %
  • Consumer staples 2.5 %
  • Utilities 2.3 %
  • Real estate 1.3 %
  • Materials 0.6 %
  • Unattributed 8.9 %

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 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States77987M $100.00 %
Cite this page

Titelia. "Holdings of Columbia Variable Portfolio - Balanced Fund". https://titelia.com/en/funds/S000019838