Titelia

Holdings of International Large-Cap Portfolio

PACIFIC SELECT FUND · 74 declared positions · as of Mar 31, 2026

Original filing · Net assets 896.3M $ · Ten largest lines: 25.5 % of the equity sleeve

Sector breakdown

  • Health care 7.6 %
  • Industrials 6.9 %
  • Financials 5.2 %
  • Technology 5.2 %
  • Consumer discretionary 3.2 %
  • Consumer staples 3.0 %
  • Communication 2.9 %
  • Energy 2.5 %
  • Unattributed 63.6 %

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

  • EUR 37.3 %
  • JPY 19.8 %
  • GBP 15.6 %
  • CHF 12.0 %
  • HKD 4.0 %
  • TWD 3.4 %
  • USD 2.9 %
  • CAD 1.8 %
  • DKK 1.6 %
  • SGD 1.2 %
  • INR 0.3 %

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

  • JP 19.8 %
  • FR 18.8 %
  • GB 15.6 %
  • CH 12.0 %
  • DE 6.9 %
  • HK 4.0 %
  • IE 3.8 %
  • IT 3.6 %
  • TW 3.4 %
  • CA 2.0 %
  • NL 1.8 %
  • DK 1.6 %
  • Other countries 6.4 %

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

CountryLinesValueShare
JP17172.7M $19.83 %
FR12163.9M $18.83 %
GB11136.2M $15.65 %
CH7104.6M $12.01 %
DE559.9M $6.88 %
HK334.9M $4.01 %
IE333.5M $3.84 %
IT231.6M $3.63 %
TW130M $3.45 %
CA317.7M $2.04 %
NL116.1M $1.85 %
DK213.8M $1.59 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 519,00030M $3.35 %
Novartis AG 159,66524.5M $2.73 %
Air Liquide SA 117,85424.4M $2.72 %
Roche Holding AG 59,52423.8M $2.65 %
Schneider Electric SE 81,17022.1M $2.47 %
TotalEnergies SE 236,55421.7M $2.42 %
Hitachi Ltd 705,50020.7M $2.31 %
Deutsche Boerse AG 66,96819.6M $2.19 %
Mitsubishi Electric Corp 546,20017.9M $1.99 %
BNP Paribas SA 187,15617.8M $1.99 %
Intesa Sanpaolo SpA 2,891,28517.5M $1.95 %
British American Tobacco PLC 300,80817.5M $1.95 %
Rolls-Royce Holdings PLC 1,135,42217.2M $1.92 %
Engie SA 527,23017M $1.90 %
Cie Financiere Richemont SA 93,29616.5M $1.84 %
NatWest Group PLC 2,207,01916.3M $1.82 %
ING Groep NV 620,49316.1M $1.80 %
Sompo Holdings Inc 409,80016M $1.78 %
Compass Group PLC 567,40815.8M $1.77 %
AIB Group PLC 1,438,16015.4M $1.71 %
Sumitomo Mitsui Financial Group Inc 456,80015M $1.68 %
SAP SE 87,15214.9M $1.66 %
AIA Group Ltd 1,309,40714.5M $1.62 %
Eni SpA 495,68914.1M $1.57 %
GSK PLC 510,98614.1M $1.57 %
Shin-Etsu Chemical Co Ltd 343,90014M $1.56 %
UBS Group AG 341,14113.3M $1.48 %
Capgemini SE 111,44313.2M $1.47 %
Seven & i Holdings Co Ltd 972,30013.1M $1.46 %
Ryanair Holdings PLC 225,84313.1M $1.46 %
Tencent Holdings Ltd 206,72313M $1.45 %
Sony Group Corp 594,10012.4M $1.38 %
RELX PLC 367,37512M $1.34 %
Kone Oyj 188,30212M $1.34 %
Merck KGaA 94,26912M $1.34 %
Zurich Insurance Group AG 16,57811.7M $1.31 %
Amadeus IT Group SA 201,13411.5M $1.28 %
LVMH Moet Hennessy Louis Vuitton SE 20,08611M $1.23 %
Experian PLC 316,00910.9M $1.22 %
DBS Group Holdings Ltd 242,08510.8M $1.20 %
Cie de Saint-Gobain SA 128,82610.7M $1.19 %
Toronto-Dominion Bank/The 113,11810.6M $1.18 %
Carlsberg AS 82,41210.2M $1.14 %
Tesco PLC 1,625,83110.2M $1.14 %
Check Point Software Technologies Ltd 68,8569.8M $1.10 %
Daikin Industries Ltd 79,8009.6M $1.07 %
Legrand SA 58,4719.1M $1.01 %
Beiersdorf AG 97,5608.8M $0.98 %
Nestle SA 87,0998.5M $0.95 %
Denso Corp 669,6008.4M $0.94 %
Rio Tinto PLC 90,3328.4M $0.94 %
Suzuki Motor Corp 666,6008.1M $0.91 %
Terumo Corp 579,1007.8M $0.87 %
NetEase Inc 328,1007.3M $0.82 %
Pernod Ricard SA 96,5817.2M $0.80 %
London Stock Exchange Group PLC 59,3037M $0.78 %
FUJIFILM Holdings Corp 352,1006.7M $0.75 %
Prudential PLC 481,4016.7M $0.75 %
Sonova Holding AG 27,4146.3M $0.70 %
LY Corp 2,547,1006.1M $0.69 %
QIAGEN NV 145,9515.9M $0.66 %
Cie Generale des Etablissements Michelin SCA 168,6695.8M $0.64 %
Hoya Corp 31,2005.4M $0.60 %
Intact Financial Corp 28,8025.2M $0.58 %
Bank of Ireland Group PLC 279,4475.1M $0.57 %
ZOZO Inc 692,4004.8M $0.54 %
MTU Aero Engines AG 12,8714.7M $0.52 %
Edenred SE 205,7514.1M $0.46 %
Olympus Corp 414,1003.9M $0.44 %
Novo Nordisk A/S 98,1853.6M $0.40 %
Galp Energia SGPS SA 127,9523.1M $0.34 %
Kose Holdings Corp 74,7002.8M $0.31 %
HDFC Bank Ltd 337,0142.6M $0.29 %
Canadian National Railway Co 19,0762M $0.22 %