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Holdings of Columbia Variable Portfolio - Select Large Cap Value Fund

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

Net assets
2.3B $ including 2.3B $ in equities, 99.2 %
Positions
38 in 3 countries
Top ten
34.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Verizon Communications Inc 2,023,043101.6M $4.47 %
2Constellation Brands Inc 595,15189.3M $3.93 %
3Salesforce Inc 453,14884.6M $3.73 %
4Freeport-McMoRan Inc 1,333,90878.4M $3.45 %
5EPAM Systems Inc 565,78876.6M $3.38 %
6American Tower Corp 443,60476.6M $3.37 %
7Lowe's Cos Inc 302,37471.4M $3.15 %
8AES Corp/The 5,023,40070.8M $3.12 %
9Williams Cos Inc/The 966,78470.4M $3.10 %
10CVS Health Corp 962,68569.1M $3.05 %
11PG&E Corp 3,884,41068.2M $3.01 %
12Boeing Co/The 339,89567.6M $2.98 %
13Philip Morris International Inc. 400,15066.2M $2.91 %
14Applied Materials Inc 192,72865.9M $2.90 %
15American International Group Inc 816,55761.4M $2.71 %
16TechnipFMC PLC 879,55560.8M $2.68 %
17Chevron Corp 293,28360.7M $2.67 %
18Corning Inc 445,60460.6M $2.67 %
19Cigna Group/The 225,69560.2M $2.65 %
20Morgan Stanley 364,39260M $2.64 %
21Wells Fargo & Co 742,50759.1M $2.60 %
22Bristol-Myers Squibb Co 956,55158M $2.56 %
23Citigroup Inc 501,23656.8M $2.50 %
24RTX Corp 292,54056.4M $2.49 %
25CSX Corp 1,360,24655.8M $2.46 %
26Marathon Petroleum Corp 224,13154.7M $2.41 %
27Bank of America Corp 1,103,98453.8M $2.37 %
28Barrick Mining Corp 1,271,52651.9M $2.29 %
29JPMorgan Chase & Co 173,45051M $2.25 %
30Tenet Healthcare Corp 242,22645.7M $2.01 %
31Caterpillar Inc 63,16444.7M $1.97 %
32Southwest Airlines Co 1,173,29744.1M $1.94 %
33Centene Corp 1,274,19841.7M $1.84 %
34MetLife Inc 556,73639.4M $1.73 %
35Capital One Financial Corp 201,42736.7M $1.62 %
36Alphabet Inc 122,62135.3M $1.55 %
37Broadcom Inc 108,42733.6M $1.48 %
38Teradata Corp 483,86312.4M $0.55 %

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Sector breakdown

  • Financials 18.6 %
  • Industrials 11.9 %
  • Technology 10.9 %
  • Health care 10.4 %
  • Energy 8.3 %
  • Consumer staples 6.9 %
  • Communication 6.1 %
  • Materials 5.8 %
  • Real estate 3.4 %
  • Consumer discretionary 3.2 %
  • Utilities 3.0 %
  • Unattributed 11.6 %

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 95.0 %
  • United Kingdom 2.7 %
  • Canada 2.3 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States362.1B $95.00 %
2United Kingdom160.8M $2.70 %
3Canada151.9M $2.30 %
Cite this page

Titelia. "Holdings of Columbia Variable Portfolio - Select Large Cap Value Fund". https://titelia.com/en/funds/S000019845