Titelia

Holdings of Columbia Variable Portfolio - Core Equity Fund

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

Net assets
208.2M $ including 204.8M $ in equities, 98.4 %
Positions
83 in 2 countries
Top ten
41.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 109,33719.1M $9.16 %
2Alphabet Inc 49,06614.1M $6.78 %
3Apple Inc 50,95212.9M $6.21 %
4Microsoft Corp 25,1139.3M $4.46 %
5Meta Platforms Inc 12,1937M $3.35 %
6Chevron Corp 25,8975.4M $2.57 %
7Amazon.com Inc 23,7384.9M $2.37 %
8Bristol-Myers Squibb Co 72,9354.4M $2.12 %
9Altria Group, Inc. 64,1374.2M $2.03 %
10Mastercard Inc 8,0284M $1.93 %
11General Dynamics Corp 11,0323.8M $1.82 %
12Citigroup Inc 32,9253.7M $1.79 %
13CF Industries Holdings Inc 28,5503.7M $1.78 %
14Allstate Corp/The 17,4023.6M $1.73 %
15Bank of New York Mellon Corp/The 28,2173.3M $1.61 %
16Keysight Technologies Inc 11,6173.3M $1.58 %
17Booking Holdings Inc 7713.2M $1.56 %
18Arista Networks Inc 25,9953.2M $1.53 %
19Procter & Gamble Co/The 21,6803.1M $1.50 %
20Tapestry Inc 21,8573.1M $1.48 %
21Snap-on Inc 7,9932.9M $1.39 %
22Pentair PLC 32,7262.9M $1.37 %
23Synchrony Financial 41,1502.8M $1.34 %
24Palantir Technologies Inc 18,8902.8M $1.33 %
25Viatris Inc 202,3772.7M $1.31 %
26Adobe Inc 11,2102.7M $1.31 %
27McKesson Corp 3,0682.7M $1.28 %
28Blackrock Inc 2,5442.4M $1.18 %
29Pfizer Inc 86,5992.4M $1.17 %
30Charles River Laboratories International Inc 14,0752.4M $1.17 %
31Delta Air Lines Inc 36,1792.4M $1.16 %
32Equinix Inc 2,3602.3M $1.11 %
33Broadcom Inc 7,3472.3M $1.09 %
34Ross Stores Inc 9,9562.2M $1.04 %
35PG&E Corp 121,8812.1M $1.03 %
36Cisco Systems, Inc. 26,9682.1M $1.00 %
37Tesla Inc 5,5602.1M $0.99 %
38Salesforce Inc 10,9212M $0.98 %
39Ralph Lauren Corp 5,4331.9M $0.90 %
40Newmont Corp 16,9981.8M $0.88 %
41Charles Schwab Corp/The 18,5741.7M $0.84 %
42S&P Global Inc 3,9961.7M $0.82 %
43US Bancorp 30,4431.6M $0.76 %
44QUALCOMM Inc 12,0201.5M $0.74 %
45AbbVie Inc 6,5801.4M $0.69 %
46Micron Technology Inc 4,2231.4M $0.69 %
47Exelon Corp 28,7801.4M $0.68 %
48Exxon Mobil Corp 8,1891.4M $0.67 %
49Aptiv PLC 19,1151.3M $0.64 %
50Teradyne Inc 4,4681.3M $0.64 %
51Broadridge Financial Solutions Inc 8,0971.3M $0.63 %
52Expedia Group Inc 5,6801.3M $0.63 %
53Edison International 17,0721.2M $0.60 %
54Valero Energy Corp 4,7791.2M $0.57 %
55AES Corp/The 77,0501.1M $0.52 %
56KLA Corp 7011M $0.50 %
57Molson Coors Beverage Co 23,4331M $0.48 %
58Automatic Data Processing Inc 4,9481M $0.48 %
59FedEx Corp 2,528900.4K $0.43 %
60CVS Health Corp 12,476896K $0.43 %
61Amgen Inc 2,517885.6K $0.43 %
62Vertex Pharmaceuticals Inc 1,903849.8K $0.41 %
63SBA Communications Corp 4,840833K $0.40 %
64TE Connectivity PLC 3,948825.2K $0.40 %
65Lam Research Corp 3,683786.9K $0.38 %
66Kroger Co/The 10,802781.6K $0.38 %
67Nordson Corp 2,553679.3K $0.33 %
68Regeneron Pharmaceuticals, Inc. 742573.3K $0.28 %
69Uber Technologies Inc 7,508540.1K $0.26 %
70Rockwell Automation Inc 1,224439.3K $0.21 %
71Colgate-Palmolive Co 5,060431.3K $0.21 %
72General Motors Co 5,696424.4K $0.20 %
73CME Group Inc 1,302384.5K $0.18 %
74EMCOR Group Inc 512378K $0.18 %
75ServiceNow Inc 3,595375.9K $0.18 %
76Host Hotels & Resorts Inc 18,424353K $0.17 %
77Insmed Inc 2,158352.9K $0.17 %
78Centene Corp 9,400307.8K $0.15 %
79Conagra Brands Inc 19,495306.5K $0.15 %
80Lockheed Martin Corp 500302.2K $0.15 %
81Autodesk Inc 1,178282K $0.14 %
82BioMarin Pharmaceutical Inc 4,620261K $0.13 %
83Argenx SE 288210.3K $0.10 %

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Sector breakdown

  • Technology 32.8 %
  • Financials 12.4 %
  • Communication 10.3 %
  • Health care 8.5 %
  • Consumer discretionary 8.4 %
  • Industrials 6.8 %
  • Consumer staples 4.2 %
  • Materials 2.7 %
  • Utilities 2.3 %
  • Real estate 1.5 %
  • Energy 1.3 %
  • Unattributed 8.7 %

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 99.9 %
  • Netherlands 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States82204.6M $99.90 %
2Netherlands1210.3K $0.10 %
Cite this page

Titelia. "Holdings of Columbia Variable Portfolio - Core Equity Fund". https://titelia.com/en/funds/S000019855