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
101AIA Group Ltd 155,9271.8M $0.11 %
102Gilead Sciences Inc 12,4411.7M $0.11 %
103Safran SA 5,2791.7M $0.11 %
104Walt Disney Co/The 17,7641.7M $0.10 %
105Mitsubishi Estate Co Ltd 61,5601.7M $0.10 %
106GSK PLC 60,4891.7M $0.10 %
107Airbus SE 8,8201.7M $0.10 %
108Mitsubishi Corp 47,8631.6M $0.10 %
109Intuitive Surgical Inc 3,5611.6M $0.10 %
110American Express Co 5,3701.6M $0.10 %
111Tokyo Electron Ltd 6,6341.6M $0.10 %
112ConocoPhillips 12,2851.6M $0.10 %
113Pfizer Inc 57,0121.6M $0.10 %
114Charles Schwab Corp/The 16,7491.6M $0.10 %
115Sanofi SA 16,2911.6M $0.10 %
116Boeing Co/The 7,8751.6M $0.10 %
117Mitsui Fudosan Co Ltd 147,7241.6M $0.10 %
118Iron Mountain Inc 15,2901.6M $0.10 %
119Analog Devices Inc 4,9001.6M $0.10 %
120Rio Tinto PLC 16,7551.6M $0.10 %
121Amphenol Corp 12,3021.6M $0.09 %
122Zurich Insurance Group AG 2,1721.5M $0.09 %
123Advantest Corp 11,3311.5M $0.09 %
124VICI Properties Inc 55,6491.5M $0.09 %
125UniCredit SpA 20,8081.5M $0.09 %
126Uber Technologies Inc 20,6371.5M $0.09 %
127Mizuho Financial Group Inc 37,0021.5M $0.09 %
128L'Oreal SA 3,5651.5M $0.09 %
129Union Pacific Corp 5,9501.4M $0.09 %
130Extra Space Storage Inc 10,9781.4M $0.09 %
131Honeywell International Inc 6,3661.4M $0.09 %
132Deere & Co 2,5281.4M $0.09 %
133Cie Financiere Richemont SA 7,9791.4M $0.09 %
134BNP Paribas SA 14,9181.4M $0.09 %
135Mitsui & Co Ltd 36,6781.4M $0.09 %
136DBS Group Holdings Ltd 31,5671.4M $0.09 %
137Westpac Banking Corp 50,7661.4M $0.09 %
138Eaton Corp PLC 3,8951.4M $0.09 %
139Blackrock Inc 1,4471.4M $0.09 %
140QUALCOMM Inc 10,6991.4M $0.08 %
141Booking Holdings Inc 3231.4M $0.08 %
142Sun Hung Kai Properties Ltd 80,0951.4M $0.08 %
143Lowe's Cos Inc 5,6251.3M $0.08 %
144SoftBank Group Corp 55,0881.3M $0.08 %
145National Australia Bank Ltd 45,5291.3M $0.08 %
146Enel SpA 120,7211.3M $0.08 %
147S&P Global Inc 3,0681.3M $0.08 %
148Palo Alto Networks Inc 8,1031.3M $0.08 %
149Mitsubishi Heavy Industries Ltd 47,6091.3M $0.08 %
150BAE Systems PLC 44,5391.3M $0.08 %
151Tokio Marine Holdings Inc 27,2651.3M $0.08 %
152Arista Networks Inc 10,3541.3M $0.08 %
153Intesa Sanpaolo SpA 206,7681.3M $0.08 %
154National Grid PLC 73,7481.2M $0.08 %
155Bristol-Myers Squibb Co 20,4201.2M $0.08 %
156Lockheed Martin Corp 2,0301.2M $0.07 %
157Accenture PLC 6,1701.2M $0.07 %
158Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1,9391.2M $0.07 %
159AvalonBay Communities, Inc. 7,3941.2M $0.07 %
160Intuit Inc 2,7901.2M $0.07 %
161Danaher Corp 6,3091.2M $0.07 %
162Chubb Ltd 3,6471.2M $0.07 %
163Newmont Corp 10,9421.2M $0.07 %
164Progressive Corp/The 5,8771.2M $0.07 %
165Equity Residential 19,3581.1M $0.07 %
166Capital One Financial Corp 6,2681.1M $0.07 %
167Rheinmetall AG 6831.1M $0.07 %
168AXA SA 24,8151.1M $0.07 %
169Vertex Pharmaceuticals Inc 2,5471.1M $0.07 %
170Stryker Corp 3,4541.1M $0.07 %
171Parker-Hannifin Corp 1,2661.1M $0.07 %
172ING Groep NV 43,3461.1M $0.07 %
173Glencore PLC 148,0221.1M $0.07 %
174Spotify Technology SA 2,3241.1M $0.07 %
175ANZ Group Holdings Ltd 44,7391.1M $0.07 %
176ITOCHU Corp 88,2201.1M $0.07 %
177Fast Retailing Co Ltd 2,7991.1M $0.07 %
178Medtronic PLC 12,8551.1M $0.07 %
179Altria Group, Inc. 16,8331.1M $0.07 %
180Vinci SA 7,3401.1M $0.07 %
181ServiceNow Inc 10,4891.1M $0.07 %
182Barclays PLC 205,4451.1M $0.07 %
183AppLovin Corp 2,7171.1M $0.07 %
184Lloyds Banking Group PLC 873,9311.1M $0.07 %
185CME Group Inc 3,6161.1M $0.07 %
186Southern Co/The 11,0411.1M $0.07 %
187Corning Inc 7,8291.1M $0.07 %
188McKesson Corp 1,2281.1M $0.06 %
189EssilorLuxottica SA 4,4701M $0.06 %
190Comcast Corp 35,9821M $0.06 %
191Sumitomo Realty & Development Co Ltd 36,4481M $0.06 %
192Starbucks Corp 11,4241M $0.06 %
193Investor AB 27,0361M $0.06 %
194Duke Energy Corp 7,7981M $0.06 %
195Vonovia SE 40,9941M $0.06 %
196Shin-Etsu Chemical Co Ltd 25,0681M $0.06 %
197Anheuser-Busch InBev SA/NV 14,6681M $0.06 %
198Keyence Corp 2,8501M $0.06 %
199Adobe Inc 4,1161M $0.06 %
200T-Mobile US Inc 4,751997.9K $0.06 %