Titelia

Holdings of International Large-Cap Portfolio

PACIFIC SELECT FUND · Original filing · Compare with another fund · Report an error

Net assets
896.3M $ including 870.8M $ in equities, 97.2 %
Positions
74 in 19 countries
Bond lines
1 from 1 company
Top ten
24.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Taiwan Semiconductor Manufacturing Co Ltd 519,00030M $3.35 %
2Novartis AG 159,66524.5M $2.73 %
3Air Liquide SA 117,85424.4M $2.72 %
4Roche Holding AG 59,52423.8M $2.65 %
5Schneider Electric SE 81,17022.1M $2.47 %
6TotalEnergies SE 236,55421.7M $2.42 %
7Hitachi Ltd 705,50020.7M $2.31 %
8Deutsche Boerse AG 66,96819.6M $2.19 %
9Mitsubishi Electric Corp 546,20017.9M $1.99 %
10BNP Paribas SA 187,15617.8M $1.99 %
11Intesa Sanpaolo SpA 2,891,28517.5M $1.95 %
12British American Tobacco PLC 300,80817.5M $1.95 %
13Rolls-Royce Holdings PLC 1,135,42217.2M $1.92 %
14Engie SA 527,23017M $1.90 %
15Cie Financiere Richemont SA 93,29616.5M $1.84 %
16NatWest Group PLC 2,207,01916.3M $1.82 %
17ING Groep NV 620,49316.1M $1.80 %
18Sompo Holdings Inc 409,80016M $1.78 %
19Compass Group PLC 567,40815.8M $1.77 %
20AIB Group PLC 1,438,16015.4M $1.71 %
21Sumitomo Mitsui Financial Group Inc 456,80015M $1.68 %
22SAP SE 87,15214.9M $1.66 %
23AIA Group Ltd 1,309,40714.5M $1.62 %
24Eni SpA 495,68914.1M $1.57 %
25GSK PLC 510,98614.1M $1.57 %
26Shin-Etsu Chemical Co Ltd 343,90014M $1.56 %
27UBS Group AG 341,14113.3M $1.48 %
28Capgemini SE 111,44313.2M $1.47 %
29Seven & i Holdings Co Ltd 972,30013.1M $1.46 %
30Ryanair Holdings PLC 225,84313.1M $1.46 %
31Tencent Holdings Ltd 206,72313M $1.45 %
32Sony Group Corp 594,10012.4M $1.38 %
33RELX PLC 367,37512M $1.34 %
34Kone Oyj 188,30212M $1.34 %
35Merck KGaA 94,26912M $1.34 %
36Zurich Insurance Group AG 16,57811.7M $1.31 %
37Amadeus IT Group SA 201,13411.5M $1.28 %
38LVMH Moet Hennessy Louis Vuitton SE 20,08611M $1.23 %
39Experian PLC 316,00910.9M $1.22 %
40DBS Group Holdings Ltd 242,08510.8M $1.20 %
41Cie de Saint-Gobain SA 128,82610.7M $1.19 %
42Toronto-Dominion Bank/The 113,11810.6M $1.18 %
43Carlsberg AS 82,41210.2M $1.14 %
44Tesco PLC 1,625,83110.2M $1.14 %
45Check Point Software Technologies Ltd 68,8569.8M $1.10 %
46Daikin Industries Ltd 79,8009.6M $1.07 %
47Legrand SA 58,4719.1M $1.01 %
48Beiersdorf AG 97,5608.8M $0.98 %
49Nestle SA 87,0998.5M $0.95 %
50Denso Corp 669,6008.4M $0.94 %
51Rio Tinto PLC 90,3328.4M $0.94 %
52Suzuki Motor Corp 666,6008.1M $0.91 %
53Terumo Corp 579,1007.8M $0.87 %
54NetEase Inc 328,1007.3M $0.82 %
55Pernod Ricard SA 96,5817.2M $0.80 %
56London Stock Exchange Group PLC 59,3037M $0.78 %
57FUJIFILM Holdings Corp 352,1006.7M $0.75 %
58Prudential PLC 481,4016.7M $0.75 %
59Sonova Holding AG 27,4146.3M $0.70 %
60LY Corp 2,547,1006.1M $0.69 %
61QIAGEN NV 145,9515.9M $0.66 %
62Cie Generale des Etablissements Michelin SCA 168,6695.8M $0.64 %
63Hoya Corp 31,2005.4M $0.60 %
64Intact Financial Corp 28,8025.2M $0.58 %
65Bank of Ireland Group PLC 279,4475.1M $0.57 %
66ZOZO Inc 692,4004.8M $0.54 %
67MTU Aero Engines AG 12,8714.7M $0.52 %
68Edenred SE 205,7514.1M $0.46 %
69Olympus Corp 414,1003.9M $0.44 %
70Novo Nordisk A/S 98,1853.6M $0.40 %
71Galp Energia SGPS SA 127,9523.1M $0.34 %
72Kose Holdings Corp 74,7002.8M $0.31 %
73HDFC Bank Ltd 337,0142.6M $0.29 %
74Canadian National Railway Co 19,0762M $0.22 %

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The bonds it holds

1 company, one bond line. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Freddie Mac119.5M $2.17 %

Sector breakdown

  • Financials 20.6 %
  • Industrials 11.6 %
  • Health care 8.2 %
  • Materials 6.6 %
  • Consumer discretionary 6.5 %
  • Technology 5.2 %
  • Energy 4.1 %
  • Communication 3.8 %
  • Consumer staples 3.0 %
  • Utilities 2.0 %
  • Unattributed 28.6 %

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

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 quoted currency of each line, as declared.

Country breakdown

  • Japan 19.8 %
  • France 18.8 %
  • United Kingdom 15.6 %
  • Switzerland 12.0 %
  • Germany 6.9 %
  • Hong Kong SAR China 4.0 %
  • Ireland 3.8 %
  • Italy 3.6 %
  • Taiwan 3.4 %
  • Canada 2.0 %
  • Netherlands 1.8 %
  • Denmark 1.6 %
  • Other countries 6.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan17172.7M $19.83 %
2France12163.9M $18.83 %
3United Kingdom11136.2M $15.65 %
4Switzerland7104.6M $12.01 %
5Germany559.9M $6.88 %
6Hong Kong SAR China334.9M $4.01 %
7Ireland333.5M $3.84 %
8Italy231.6M $3.63 %
9Taiwan130M $3.45 %
10Canada317.7M $2.04 %
11Netherlands116.1M $1.85 %
12Denmark213.8M $1.59 %
Cite this page

Titelia. "Holdings of International Large-Cap Portfolio". https://titelia.com/en/funds/S000026004