Titelia

Holdings of International Value Portfolio

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

Net assets
1.1B $ including 1.1B $ in equities, 96.2 %
Positions
147 in 27 countries
Top ten
21.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
101Randstad NV 136,7373.6M $0.32 %
102Mercedes-Benz Group AG 57,9703.6M $0.32 %
103Sysmex Corp 402,3203.5M $0.31 %
104Wacker Chemie AG 35,1493.5M $0.31 %
105Rinnai Corp 147,5303.4M $0.31 %
106Nissan Motor Co Ltd 1,532,5983.3M $0.29 %
107Mitsubishi Gas Chemical Co Inc 141,1903.3M $0.29 %
108Beiersdorf AG 36,7903.3M $0.29 %
109Yue Yuen Industrial Holdings Ltd 1,672,2373.3M $0.29 %
110Sega Sammy Holdings Inc 211,6503.3M $0.29 %
111Canara Bank 2,463,2923.2M $0.29 %
112Barratt Redrow PLC 925,5693.2M $0.29 %
113Stanley Electric Co Ltd 174,8863.2M $0.28 %
114UNITE Group PLC/The 529,2283.2M $0.28 %
115Sumitomo Heavy Industries Ltd 104,2013.2M $0.28 %
116WPP PLC 1,017,9963.2M $0.28 %
117THK Co Ltd 99,8393M $0.26 %
118Alfresa Holdings Corp 180,8302.9M $0.26 %
119Sodexo SA 56,2872.9M $0.26 %
120Aumovio SE 73,6082.9M $0.26 %
121Tate & Lyle PLC 594,4422.8M $0.25 %
122Daiichi Life Group, Inc. 306,2402.8M $0.25 %
123Nikon Corp 220,0522.7M $0.24 %
124Amada Co Ltd 182,4102.6M $0.23 %
125Nippon Television Holdings Inc 120,8172.4M $0.22 %
126DiDi Global Inc 575,4292.4M $0.21 %
127Horiba Ltd 20,0602.3M $0.21 %
128Hankook Tire & Technology Co Ltd 62,4322.3M $0.20 %
129iShares Core MSCI EAFE ETF 24,9132.3M $0.20 %
130Hakuhodo DY Holdings Inc 326,5202.2M $0.19 %
131RTL Group SA 49,4542.1M $0.19 %
132Kuraray Co Ltd 196,4802.1M $0.18 %
133Proximus SADP 228,2911.8M $0.16 %
134Alibaba Group Holding Ltd 114,6681.8M $0.16 %
135Taiheiyo Cement Corp 77,6011.7M $0.15 %
136LG Electronics Inc 23,9511.7M $0.15 %
137VEON Ltd 33,5231.6M $0.14 %
138Coway Co Ltd 29,7181.4M $0.13 %
139ams-OSRAM AG 121,0651.3M $0.11 %
140LG H&H Co Ltd 7,3581.2M $0.11 %
141Hino Motors Ltd 452,4881.1M $0.10 %
142Isuzu Motors Ltd 66,571958.7K $0.08 %
143Coca-Cola Icecek AS 503,696798.5K $0.07 %
144Mobile TeleSystems PJSC 327,1860.3 $
145Gazprom PJSC 143,0660.1 $
146LUKOIL PJSC 24,0640 $
147SBERBANK OF RUSSIA PJSC 927,9960 $

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Sector breakdown

  • Financials 13.8 %
  • Energy 8.5 %
  • Health care 5.0 %
  • Consumer staples 3.9 %
  • Materials 3.8 %
  • Communication 2.3 %
  • Utilities 1.6 %
  • Technology 0.9 %
  • Consumer discretionary 0.2 %
  • Unattributed 60.0 %

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

Currency breakdown

  • EUR 36.8 %
  • GBP 21.5 %
  • JPY 17.9 %
  • USD 4.5 %
  • KRW 4.2 %
  • HKD 4.0 %
  • BRL 2.9 %
  • CHF 2.1 %
  • SEK 1.6 %
  • THB 1.6 %
  • ZAR 1.5 %
  • CAD 0.6 %
  • IDR 0.5 %
  • INR 0.3 %
  • TRY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United Kingdom 20.8 %
  • Japan 17.9 %
  • France 15.3 %
  • Germany 6.3 %
  • Netherlands 6.1 %
  • South Korea 4.9 %
  • Brazil 4.1 %
  • Italy 4.1 %
  • Ireland 2.8 %
  • Hong Kong SAR China 2.7 %
  • Switzerland 2.1 %
  • Sweden 1.6 %
  • Other countries 11.2 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United Kingdom22226.2M $20.84 %
2Japan38194.3M $17.90 %
3France13165.7M $15.27 %
4Germany1268M $6.26 %
5Netherlands665.8M $6.06 %
6South Korea953.4M $4.92 %
7Brazil644.9M $4.13 %
8Italy344.5M $4.10 %
9Ireland330.7M $2.83 %
10Hong Kong SAR China529.5M $2.72 %
11Switzerland423.3M $2.15 %
12Sweden217.5M $1.62 %
Cite this page

Titelia. "Holdings of International Value Portfolio". https://titelia.com/en/funds/S000026045