Titelia

Holdings of AB Global Dynamic Allocation Portfolio

Brighthouse Funds Trust I ·1490 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.6B $ · Ten largest lines: 21.7 % of the equity sleeve

Sector breakdown

  • Technology 21.3 %
  • Financials 12.6 %
  • Industrials 8.6 %
  • Health care 7.9 %
  • Communication 7.1 %
  • Consumer discretionary 7.0 %
  • Consumer staples 4.4 %
  • Real estate 4.0 %
  • Energy 2.9 %
  • Materials 2.4 %
  • Utilities 2.2 %
  • Unattributed 19.6 %

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

Currency breakdown

  • USD 65.4 %
  • EUR 11.4 %
  • JPY 8.2 %
  • GBP 5.1 %
  • CHF 3.2 %
  • AUD 2.6 %
  • SEK 1.2 %
  • HKD 0.9 %
  • SGD 0.7 %
  • DKK 0.5 %
  • ILS 0.3 %
  • NOK 0.2 %
  • CAD 0.2 %
  • NZD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 64.9 %
  • JP 8.2 %
  • GB 5.1 %
  • FR 3.3 %
  • CH 3.2 %
  • DE 2.9 %
  • AU 2.6 %
  • NL 1.8 %
  • ES 1.2 %
  • SE 1.2 %
  • IT 1.0 %
  • HK 0.9 %
  • Other countries 3.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US574610.6M $64.89 %
2JP23276.8M $8.16 %
3GB9748.2M $5.12 %
4FR5531.4M $3.34 %
5CH4829.8M $3.17 %
6DE5327.2M $2.90 %
7AU7124.7M $2.62 %
8NL3517M $1.81 %
9ES2211.6M $1.23 %
10SE6411.1M $1.18 %
11IT249.7M $1.03 %
12HK288M $0.85 %

Positions

RankCompanySharesValueWeight
1,201Park Hotels & Resorts Inc 7,77981.9K $0.01 %
1,202Hensoldt AG 94381.9K $0.01 %
1,203WiseTech Global Ltd 2,99381.7K $0.01 %
1,204EMS-Chemie Holding AG 10481.2K $0.01 %
1,205Mosaic Co/The 3,18381.2K $0.01 %
1,206Frasers Logistics & Commercial Trust 116,12081.1K $0.01 %
1,207Skyworks Solutions Inc 1,50880.8K $0.00 %
1,208FactSet Research Systems Inc 37280.7K $0.00 %
1,209Industrivarden AB 1,60880K $0.00 %
1,210CSG NV 2,96979.9K $0.00 %
1,211Zalando SE 3,33379.7K $0.00 %
1,212DiamondRock Hospitality Co 8,46579.3K $0.00 %
1,213Amundi SA 91979K $0.00 %
1,214Aroundtown SA 29,83078.8K $0.00 %
1,215Avolta AG 1,30578.3K $0.00 %
1,216Autotrader Group PLC 12,50178.2K $0.00 %
1,217Gjensidige Forsikring ASA 2,96977.5K $0.00 %
1,218MatsukiyoCocokara & Co 4,85077.5K $0.00 %
1,219Global Net Lease Inc 8,24177.1K $0.00 %
1,220Activia Properties Inc 8777.1K $0.00 %
1,221Verbund AG 1,01177K $0.00 %
1,222Boardwalk Real Estate Investment Trust 1,69776.8K $0.00 %
1,223H&R Real Estate Investment Trust 10,88576.4K $0.00 %
1,224Sirius Real Estate Ltd 62,17576.4K $0.00 %
1,225Sands China Ltd 35,92576.4K $0.00 %
1,226Whitbread PLC 2,50776.2K $0.00 %
1,227Region Group 48,42876K $0.00 %
1,228CapitaLand Ascott Trust 109,81875.5K $0.00 %
1,229Conagra Brands Inc 4,79775.4K $0.00 %
1,230Safestore Holdings PLC 8,93375.4K $0.00 %
1,231Fox Corp 1,41975.3K $0.00 %
1,232CK Infrastructure Holdings Ltd 9,40575.1K $0.00 %
1,233EPAM Systems Inc 55475K $0.00 %
1,234EDP Renovaveis SA 4,68174.9K $0.00 %
1,235A O Smith Corp 1,12774.3K $0.00 %
1,236Henry Schein Inc 1,00373.9K $0.00 %
1,237Evonik Industries AG 3,80573.7K $0.00 %
1,238Deutsche Lufthansa AG 8,90173.5K $0.00 %
1,239Financiere de Tubize SA 29773.4K $0.00 %
1,240Molson Coors Beverage Co 1,69873.1K $0.00 %
1,241Franklin Resources Inc 3,08172.8K $0.00 %
1,242LTC Properties Inc 1,95472.6K $0.00 %
1,243Banque Cantonale Vaudoise 44772.4K $0.00 %
1,244Getty Realty Corp 2,24771.5K $0.00 %
1,245MGM Resorts International 1,92471.2K $0.00 %
1,246Pro Medicus Ltd 85570.6K $0.00 %
1,247Contact Energy Ltd 13,19670.4K $0.00 %
1,248Barratt Redrow PLC 20,10270.3K $0.00 %
1,249Nissan Motor Co Ltd 33,06170.2K $0.00 %
1,250Smartstop Self Storage REIT Inc 2,31370K $0.00 %
1,251TIS Inc 3,20569.2K $0.00 %
1,252Sembcorp Industries Ltd 13,23568.7K $0.00 %
1,253Lotus Bakeries NV 668.2K $0.00 %
1,254Sunstone Hotel Investors Inc 7,56468.2K $0.00 %
1,255Entain PLC 9,02068.1K $0.00 %
1,256Banca Mediolanum SpA 3,31967.4K $0.00 %
1,257Sodexo SA 1,31367.4K $0.00 %
1,258Montea NV 87567.1K $0.00 %
1,259M3, Inc. 6,54066.8K $0.00 %
1,260Pool Corp 32966.6K $0.00 %
1,261Hormel Foods Corp 2,92466.2K $0.00 %
1,262Charter Hall Long Wale REIT 28,50966.1K $0.00 %
1,263Grainger PLC 30,68366.1K $0.00 %
1,264NETSTREIT Corp 3,49765.8K $0.00 %
1,265Otsuka Corp 3,42365.6K $0.00 %
1,266Sysmex Corp 7,51765.5K $0.00 %
1,267BioMerieux 61565.5K $0.00 %
1,268Japan Logistics Fund Inc 10865.2K $0.00 %
1,269InPost SA 3,71165.1K $0.00 %
1,270Davide Campari-Milano NV 9,13865.1K $0.00 %
1,271Indra Sistemas SA 1,18065K $0.00 %
1,272Qantas Airways Ltd 11,00664.6K $0.00 %
1,273L E Lundbergforetagen AB 1,12864.4K $0.00 %
1,274Erie Indemnity Co 25564.1K $0.00 %
1,275Fabege AB 7,91663.9K $0.00 %
1,276Douglas Emmett Inc 6,73663.5K $0.00 %
1,277Hikari Tsushin Inc 25063.3K $0.00 %
1,278Nemetschek SE 85763.1K $0.00 %
1,279LaSalle Logiport REIT 6762.9K $0.00 %
1,280Charter Hall Retail REIT 23,80562.9K $0.00 %
1,281Meridian Energy Ltd 19,58562.6K $0.00 %
1,282Aeroports de Paris SA 51462.5K $0.00 %
1,283Syensqo SA 1,08062.5K $0.00 %
1,284Airtel Africa PLC 13,53862.5K $0.00 %
1,285Wallenstam AB 14,31762.4K $0.00 %
1,286Veris Residential Inc 3,30262.3K $0.00 %
1,287BKW AG 31461.8K $0.00 %
1,288Ayvens SA 5,23661.7K $0.00 %
1,289Amot Investments Ltd 10,05361.6K $0.00 %
1,290Primaris Real Estate Investment Trust 4,95461.4K $0.00 %
1,291Mapfre SA 13,71461.4K $0.00 %
1,292Great Portland Estates PLC 16,27761K $0.00 %
1,293Hysan Development Co Ltd 24,94960.7K $0.00 %
1,294Toyota Industries Corp. 47260.7K $0.00 %
1,295Diversified Healthcare Trust 9,12660.6K $0.00 %
1,296HomeCo Daily Needs REIT 74,00260.6K $0.00 %
1,297BWP Property Group Ltd 23,49160.5K $0.00 %
1,298New World Development Co Ltd 57,71659.7K $0.00 %
1,299Bollore SE 10,42559.6K $0.00 %
1,300Sofina SA 24559.4K $0.00 %