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
501Hartford Insurance Group Inc/The 2,797378.2K $0.02 %
502WEC Energy Group Inc 3,263377.8K $0.02 %
503Sika AG 2,263376.4K $0.02 %
504Ajinomoto Co Inc 13,422376.3K $0.02 %
505Bayerische Motoren Werke AG 4,164376.1K $0.02 %
506Renesas Electronics Corp 26,400374.9K $0.02 %
507TDK Corp 28,880374.4K $0.02 %
508Adyen NV 374374.2K $0.02 %
509DR Horton Inc 2,702370.8K $0.02 %
510Diamondback Energy Inc 1,867369.3K $0.02 %
511Brixmor Property Group Inc 12,789368.3K $0.02 %
512Partners Group Holding AG 337362.1K $0.02 %
513Aviva PLC 45,374361.4K $0.02 %
514Vulcan Materials Co 1,325360.8K $0.02 %
515Old Dominion Freight Line Inc 1,845360.5K $0.02 %
516Atlas Copco AB 23,164359.9K $0.02 %
517Canon Inc 12,898359.2K $0.02 %
518Keurig Dr Pepper Inc 13,623358.7K $0.02 %
519ENEOS Holdings Inc 40,132358.1K $0.02 %
520Agree Realty Corp 4,751358.1K $0.02 %
521Veolia Environnement SA 9,355357.4K $0.02 %
522Martin Marietta Materials Inc 605356.2K $0.02 %
523Kioxia Holdings Corp. 2,800356K $0.02 %
524Vicinity Ltd 219,228355.7K $0.02 %
525Crown Castle Inc 4,367355.1K $0.02 %
526State Street Corp 2,798354.1K $0.02 %
527Ryanair Holdings PLC 12,460353K $0.02 %
528Nomura Holdings Inc 44,587352.7K $0.02 %
529Bridgestone Corp 16,942351.6K $0.02 %
530Microchip Technology Inc 5,426350.6K $0.02 %
531American Healthcare REIT Inc 7,432350.5K $0.02 %
532Archer-Daniels-Midland Co 4,819350.3K $0.02 %
533CubeSmart 9,509348.5K $0.02 %
534Elbit Systems Ltd 414346.8K $0.02 %
535STMicroelectronics NV 10,047344.9K $0.02 %
536Take-Two Interactive Software Inc 1,745344.6K $0.02 %
537Fortescue Ltd 24,392344.6K $0.02 %
538Arch Capital Group Ltd 3,584344K $0.02 %
539Resona Holdings Inc 30,861343.4K $0.02 %
540CareTrust REIT Inc 9,348342.6K $0.02 %
541Sysco Corp 4,802342.5K $0.02 %
542AerCap Holdings NV 2,485340.9K $0.02 %
543Prudential Financial, Inc. 3,489340.8K $0.02 %
544Geberit AG 503340.4K $0.02 %
545AIB Group PLC 31,708337.2K $0.02 %
546Axon Enterprise Inc 791335.9K $0.02 %
547Kering SA 1,105334.1K $0.02 %
548NNN REIT Inc 7,934333.5K $0.02 %
549EMCOR Group Inc 449331.5K $0.02 %
550Aena SME SA 11,129331.4K $0.02 %
551Kenvue Inc 19,212331.2K $0.02 %
552Block Inc 5,492330.5K $0.02 %
553Cie Generale des Etablissements Michelin SCA 9,693330.1K $0.02 %
554ArcelorMittal SA 6,326329.6K $0.02 %
555Heineken NV 4,274328.9K $0.02 %
556Nebius Group NV 3,167328.6K $0.02 %
557QBE Insurance Group Ltd. 22,341328.3K $0.02 %
558ResMed Inc 1,461328K $0.02 %
559Halliburton Co 8,398327.4K $0.02 %
560East Japan Railway Co 14,329327K $0.02 %
561GE HealthCare Technologies Inc 4,570325.3K $0.02 %
562Daimler Truck Holding AG 6,817325K $0.02 %
563ACS Actividades de Construccion y Servicios SA 2,616323.7K $0.02 %
564Agilent Technologies Inc 2,836323.2K $0.02 %
565Denso Corp 25,934322K $0.02 %
566Kone Oyj 5,044321.6K $0.02 %
567Fresenius SE & Co. KGaA 6,268321.1K $0.02 %
568Kimberly-Clark Corp 3,328321.1K $0.02 %
569Swisscom AG 384320.5K $0.02 %
570Rexford Industrial Realty Inc 9,793320.5K $0.02 %
571Huntington Bancshares Inc/OH 20,353318.5K $0.02 %
572Sino Land Co Ltd 213,313317.9K $0.02 %
573Hewlett Packard Enterprise Co 13,324317.2K $0.02 %
574Universal Music Group NV 16,330316.6K $0.02 %
575SMC Corp 809316.4K $0.02 %
576FUJIFILM Holdings Corp 16,626316K $0.02 %
577Koninklijke KPN NV 56,796315.9K $0.02 %
578Brambles Ltd 20,152314.9K $0.02 %
579M&T Bank Corp 1,523314.8K $0.02 %
580Koninklijke Philips NV 11,431313.1K $0.02 %
581Devon Energy Corp 6,220313K $0.02 %
582IHI Corp 15,300312.7K $0.02 %
583Saab AB 4,753311.8K $0.02 %
584NRG Energy Inc 2,130311.3K $0.02 %
585First Industrial Realty Trust Inc 5,376311K $0.02 %
586Novonesis Novozymes B 5,229309.4K $0.02 %
587Land Securities Group PLC 41,675309.2K $0.02 %
588Hershey Co/The 1,486308.9K $0.02 %
589Hulic Co Ltd 26,346306.7K $0.02 %
590CK Hutchison Holdings Ltd 39,902306.7K $0.02 %
591Atmos Energy Corp 1,659306.5K $0.02 %
592NN Group NV 3,903305.3K $0.02 %
593Helvetia Baloise Holding AG 1,180304.8K $0.02 %
594Ameren Corp 2,772304.7K $0.02 %
595DTE Energy Co 2,082304.4K $0.02 %
596Japan Post Holdings Co Ltd 26,496304K $0.02 %
597Coles Group Ltd 19,916302.3K $0.02 %
598BOC Hong Kong Holdings Ltd 54,814302K $0.02 %
599Fiserv Inc 5,393300.9K $0.02 %
600Otis Worldwide Corp 3,898300.5K $0.02 %