Titelia

Holdings of AQR Multi-Asset Fund

AQR Funds ·514 declared positions · as of Mar 31, 2026

Original filing · Net assets 2.3B $ · Ten largest lines: 19.3 % of the equity sleeve

Sector breakdown

  • Technology 22.6 %
  • Financials 11.1 %
  • Industrials 8.4 %
  • Consumer discretionary 7.8 %
  • Health care 7.7 %
  • Communication 4.9 %
  • Energy 3.8 %
  • Materials 2.6 %
  • Consumer staples 2.4 %
  • Utilities 1.1 %
  • Unattributed 27.5 %

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

Currency breakdown

  • USD 70.6 %
  • EUR 10.0 %
  • JPY 7.0 %
  • CAD 3.3 %
  • AUD 2.7 %
  • GBP 2.7 %
  • CHF 2.0 %
  • SEK 0.7 %
  • DKK 0.6 %
  • NOK 0.2 %
  • SGD 0.1 %
  • HKD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 69.3 %
  • JP 7.0 %
  • GB 3.5 %
  • CA 3.2 %
  • FR 3.1 %
  • DE 3.0 %
  • AU 2.7 %
  • CH 2.0 %
  • NL 1.6 %
  • IT 1.0 %
  • ES 1.0 %
  • SE 0.7 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US291798.8M $69.28 %
2JP6280.4M $6.97 %
3GB2240.9M $3.54 %
4CA2336.9M $3.20 %
5FR1935.7M $3.09 %
6DE1634.1M $2.96 %
7AU1531.7M $2.75 %
8CH1023.5M $2.04 %
9NL918.6M $1.61 %
10IT811.2M $0.97 %
11ES911.2M $0.97 %
12SE57.6M $0.66 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 266,70446.5M $2.02 %
2Microsoft Corp 118,10843.7M $1.90 %
3Apple Inc 108,72827.6M $1.20 %
4Amazon.com Inc 102,11221.3M $0.92 %
5Broadcom Inc 59,65318.5M $0.80 %
6Alphabet Inc 50,81014.6M $0.63 %
7Alphabet Inc 49,43714.2M $0.62 %
8ASML Holding NV 9,94513.2M $0.57 %
9Micron Technology Inc 35,49512M $0.52 %
10Comfort Systems USA Inc 7,93210.9M $0.47 %
11Meta Platforms Inc 18,74910.7M $0.47 %
12Booking Holdings Inc 2,52710.6M $0.46 %
13FedEx Corp 29,24510.4M $0.45 %
14Johnson & Johnson 37,7359.2M $0.40 %
15General Electric Co 32,3749.2M $0.40 %
16General Motors Co 122,3099.1M $0.40 %
17Societe Generale SA 120,7468.8M $0.38 %
18TechnipFMC PLC 123,1058.5M $0.37 %
19Walmart Inc 67,5338.4M $0.36 %
20Novartis AG 53,0858.1M $0.35 %
21Tesla Inc 21,8028.1M $0.35 %
22Bristol-Myers Squibb Co 125,2077.6M $0.33 %
23Merck & Co Inc 62,9727.6M $0.33 %
24GE Vernova Inc 8,6497.5M $0.33 %
25Centene Corp 229,0577.5M $0.33 %
26Siemens Energy AG 42,5647.3M $0.32 %
27Salesforce Inc 38,2977.1M $0.31 %
28Exxon Mobil Corp 39,2676.7M $0.29 %
29Nestle SA 67,6156.6M $0.29 %
30PG&E Corp 364,9036.4M $0.28 %
31Berkshire Hathaway Inc 13,3296.4M $0.28 %
32Sanofi SA 65,7866.4M $0.28 %
33South32 Ltd 2,071,6986.3M $0.27 %
34Citigroup Inc 55,1546.3M $0.27 %
35Ciena Corp 15,8636.2M $0.27 %
36adidas AG 37,2786M $0.26 %
37Edison International 82,3456M $0.26 %
38Western Digital Corp 22,0526M $0.26 %
39Airbnb Inc 45,2975.7M $0.25 %
40Stifel Financial Corp 76,6535.7M $0.25 %
41Regeneron Pharmaceuticals, Inc. 7,2645.6M $0.24 %
42Eli Lilly & Co 6,0875.6M $0.24 %
43Astellas Pharma Inc 342,5005.6M $0.24 %
44PNC Financial Services Group Inc/The 26,3925.5M $0.24 %
45International Business Machines Corp. 22,5105.5M $0.24 %
46BP PLC 696,4015.5M $0.24 %
47Celestica Inc 19,1395.4M $0.23 %
48Danaher Corp 28,4255.4M $0.23 %
49Expedia Group Inc 22,5205.2M $0.23 %
50Industria de Diseno Textil SA 88,5595.2M $0.22 %
51Palantir Technologies Inc 34,9995.1M $0.22 %
52Suncor Energy Inc 76,8525.1M $0.22 %
53Newmont Corp 46,7675.1M $0.22 %
54Snowflake Inc 33,2495M $0.22 %
55Ameriprise Financial Inc 11,2255M $0.22 %
56S&P Global Inc 11,5854.9M $0.21 %
57Costco Wholesale Corp 4,8474.8M $0.21 %
58Tokyo Electron Ltd 19,4004.8M $0.21 %
59Chubb Ltd 14,6524.8M $0.21 %
60Japan Post Bank Co Ltd 285,1004.7M $0.20 %
61Bank of America Corp 94,7124.6M $0.20 %
62Seagate Technology Holdings PLC 11,6684.6M $0.20 %
63Vertiv Holdings Co 18,0954.5M $0.20 %
64Banco Santander SA 403,3914.5M $0.20 %
65Incyte Corp 47,1934.4M $0.19 %
66Abercrombie & Fitch Co 47,7244.4M $0.19 %
67Haemonetics Corp 77,0174.3M $0.19 %
68Rolls-Royce Holdings PLC 285,4784.3M $0.19 %
69Uber Technologies Inc 59,9854.3M $0.19 %
70Evolution Mining Ltd 477,3004.3M $0.19 %
71Mizuho Financial Group Inc 104,8004.2M $0.18 %
72ConocoPhillips 32,0674.2M $0.18 %
73Deutsche Bank AG 138,2704.1M $0.18 %
74Arista Networks Inc 32,6554M $0.17 %
75Compass Group PLC 141,1263.9M $0.17 %
76UnitedHealth Group Inc 14,4533.9M $0.17 %
77Telefonaktiebolaget LM Ericsson 337,3053.8M $0.17 %
78Occidental Petroleum Corp 59,1183.8M $0.17 %
79Panasonic Holdings Corp. 227,1003.8M $0.17 %
80Recruit Holdings Co Ltd 86,8003.8M $0.16 %
81Exelixis Inc 88,1253.8M $0.16 %
82IGO Ltd 673,5233.8M $0.16 %
83Genpact Ltd 99,5053.7M $0.16 %
84Delta Air Lines Inc 55,6533.7M $0.16 %
85Medpace Holdings Inc 7,6343.7M $0.16 %
86Northern Star Resources Ltd 251,7483.7M $0.16 %
87Pro Medicus Ltd 44,2863.6M $0.16 %
88Adobe Inc 14,7833.6M $0.16 %
89Omron Corp 124,9003.6M $0.16 %
90Lloyds Banking Group PLC 2,898,7903.6M $0.16 %
91Bank of Nova Scotia/The 51,3573.6M $0.15 %
92NatWest Group PLC 467,0703.5M $0.15 %
93Rheinmetall AG 2,0343.4M $0.15 %
94Dollar General Corp 28,8123.4M $0.15 %
95United Parcel Service Inc 34,6803.4M $0.15 %
96ROBLOX Corp 59,9743.4M $0.15 %
97Evercore Inc 11,3543.4M $0.15 %
98Danske Bank A/S 66,8193.3M $0.14 %
99Freeport-McMoRan Inc 55,9813.3M $0.14 %
100Capital One Financial Corp 18,0273.3M $0.14 %