Titelia

Holdings of Variable Portfolio - Partners International Value Fund

Columbia Funds Variable Series Trust II ·158 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.5B $ · Ten largest lines: 16.8 % of the equity sleeve

Sector breakdown

  • Financials 9.4 %
  • Health care 8.4 %
  • Technology 5.4 %
  • Materials 4.2 %
  • Consumer staples 3.0 %
  • Energy 3.0 %
  • Industrials 2.3 %
  • Consumer discretionary 2.1 %
  • Communication 1.4 %
  • Utilities 0.6 %
  • Unattributed 60.1 %

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

Currency breakdown

  • EUR 36.7 %
  • JPY 19.0 %
  • GBP 13.7 %
  • CHF 5.8 %
  • HKD 5.6 %
  • USD 5.1 %
  • NOK 3.5 %
  • KRW 2.0 %
  • BRL 1.9 %
  • AUD 1.5 %
  • CAD 1.5 %
  • DKK 1.3 %
  • SEK 1.1 %
  • SGD 0.8 %
  • IDR 0.3 %
  • THB 0.3 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 19.0 %
  • GB 14.5 %
  • FR 14.3 %
  • DE 11.6 %
  • NL 5.9 %
  • CH 5.8 %
  • HK 5.2 %
  • NO 3.5 %
  • US 3.2 %
  • IE 2.6 %
  • KR 2.0 %
  • BR 1.9 %
  • Other countries 10.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP30268.4M $18.98 %
2GB27204.9M $14.49 %
3FR19202.7M $14.33 %
4DE17163.4M $11.55 %
5NL883.3M $5.89 %
6CH682.3M $5.82 %
7HK773.6M $5.21 %
8NO348.9M $3.46 %
9US544.9M $3.18 %
10IE436.2M $2.56 %
11KR228.7M $2.03 %
12BR326.5M $1.87 %

Positions

RankCompanySharesValueWeight
1Equinor ASA 682,64229.1M $2.00 %
2GSK PLC 963,57526.5M $1.83 %
3Sanofi SA 262,45125.3M $1.74 %
4Roche Holding AG 62,90025.1M $1.73 %
5BASF SE 398,82424.6M $1.69 %
6ING Groep NV 862,42022.4M $1.54 %
7Reckitt Benckiser Group PLC 328,03822.1M $1.52 %
8Daimler Truck Holding AG 435,13621.4M $1.47 %
9Daikin Industries Ltd 173,70020.8M $1.43 %
10Cie Generale des Etablissements Michelin SCA 607,52220.8M $1.43 %
11Sumitomo Mitsui Financial Group Inc 610,10020.1M $1.38 %
12Rexel SA 495,32719.6M $1.35 %
13Julius Baer Group Ltd 266,33419.6M $1.35 %
14Amundi SA 217,11018.7M $1.28 %
15ASML Holding NV 13,10017.4M $1.20 %
16Shell PLC 185,98917.3M $1.19 %
17HSBC Holdings PLC 989,98616.3M $1.12 %
18J Sainsbury PLC 3,616,09216.2M $1.12 %
19Bank of Ireland Group PLC 885,97716.1M $1.11 %
20Suntory Beverage & Food Ltd 566,50016M $1.10 %
21Samsung Electronics Co Ltd 133,90015.7M $1.08 %
22Danske Bank A/S 305,30315M $1.03 %
23UBS Group AG 377,86414.7M $1.01 %
24Societe Generale SA 200,40014.6M $1.01 %
25Koninklijke Philips NV 525,27114.4M $0.99 %
26Olympus Corp 1,496,80014.3M $0.98 %
27Ambev SA 4,727,00013.9M $0.96 %
28Veolia Environnement SA 358,64013.7M $0.94 %
29Alibaba Group Holding Ltd 849,20013.3M $0.92 %
30Magna International Inc 237,49613.3M $0.91 %
31Hitachi Ltd 450,50013.2M $0.91 %
32Shinhan Financial Group Co Ltd 219,04013.1M $0.90 %
33Lloyds Banking Group PLC 10,497,60013M $0.89 %
34DNB Bank ASA 412,19512.9M $0.89 %
35China Overseas Land & Investment Ltd 8,645,34312.9M $0.89 %
36Haier Smart Home Co Ltd 4,784,60012.8M $0.88 %
37Evonik Industries AG 649,47712.7M $0.88 %
38Bayer AG 273,45212.7M $0.87 %
39MINEBEA MITSUMI Inc 752,50012.5M $0.86 %
40Murata Manufacturing Co Ltd 549,30012.3M $0.85 %
41TDK Corp 919,20011.9M $0.82 %
42Galaxy Entertainment Group Ltd 2,631,00011.9M $0.82 %
43Teleperformance SE 202,25911.9M $0.82 %
44ArcelorMittal SA 228,48411.8M $0.81 %
45Arkema SA 171,84811.8M $0.81 %
46ORIX Corp 397,60011.8M $0.81 %
47Sony Group Corp 561,30011.7M $0.80 %
48Publicis Groupe SA 134,05411.1M $0.76 %
49Fresenius Medical Care AG 240,66010.9M $0.75 %
50Accor SA 223,34010.7M $0.74 %
51DBS Group Holdings Ltd 239,86010.7M $0.73 %
52AIB Group PLC 995,20010.6M $0.73 %
53Kubota Corp 655,30510.5M $0.72 %
54China Merchants Bank Co Ltd 1,647,50010.5M $0.72 %
55CK Hutchison Holdings Ltd 1,356,10010.4M $0.72 %
56Tesco PLC 1,651,04010.4M $0.71 %
57Medtronic PLC 119,63510.4M $0.71 %
58Continental AG 147,22310.3M $0.71 %
59Accenture PLC 51,47110.2M $0.70 %
60Siemens AG 40,8009.9M $0.68 %
61AerCap Holdings NV 72,3009.9M $0.68 %
62Nestle SA 100,6009.9M $0.68 %
63Takeda Pharmaceutical Co Ltd 266,3009.8M $0.67 %
64SAP SE 52,9009M $0.62 %
65Komatsu Ltd 221,7768.8M $0.61 %
66BP PLC 1,127,8008.8M $0.61 %
67Seven & i Holdings Co Ltd 653,0008.8M $0.60 %
68Shell PLC 185,0008.6M $0.59 %
69Glencore PLC 1,121,8008.5M $0.58 %
70Banco do Brasil SA 1,854,3008.3M $0.57 %
71Resona Holdings Inc 720,1508.2M $0.57 %
72Panasonic Holdings Corp. 487,0008.2M $0.56 %
73Enel SpA 742,5188.1M $0.56 %
74Randstad NV 304,6688M $0.55 %
75KBC Group NV 64,7007.9M $0.54 %
76Infineon Technologies AG 173,2007.9M $0.54 %
77Deutsche Boerse AG 26,7007.8M $0.54 %
78SBI Holdings Inc 416,3007.7M $0.53 %
79Skandinaviska Enskilda Banken AB 406,8007.5M $0.52 %
80TotalEnergies SE 81,3007.5M $0.51 %
81Santos Ltd 1,360,6007.4M $0.51 %
82Novartis AG 48,5007.4M $0.51 %
83LVMH Moet Hennessy Louis Vuitton SE 13,5687.4M $0.51 %
84Nokia Oyj 899,2607.2M $0.50 %
85United Utilities Group PLC 411,2447.2M $0.49 %
86Fujitsu Ltd 349,7007.2M $0.49 %
87Capgemini SE 58,8006.9M $0.48 %
88Aker BP ASA 187,2046.9M $0.48 %
89Bridgestone Corp 326,6006.8M $0.47 %
90Fukuoka Financial Group Inc 172,1006.6M $0.45 %
91DCC PLC 105,0246.5M $0.45 %
92Smurfit Westrock PLC 161,2006.4M $0.44 %
93Anheuser-Busch InBev SA/NV 92,4006.4M $0.44 %
94Heidelberg Materials AG 29,9006.3M $0.43 %
95Merck KGaA 49,2006.3M $0.43 %
96Allianz SE 14,7006.2M $0.43 %
97Kyocera Corp 399,5006.1M $0.42 %
98Prosus NV 129,4006M $0.41 %
99Eurofins Scientific SE 81,7006M $0.41 %
100Check Point Software Technologies Ltd 41,2005.9M $0.40 %