Titelia

Holdings of Multi-Asset Absolute Return Fund

ISIN US47804M8608

John Hancock Funds II · Original filing · Compare with another fund · Report an error

Net assets
294.4M $ including 207.3M $ in equities, 70.4 %
Positions
177 in 28 countries
Top ten
16.3 % of net assets
Filed on
Feb 28, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Coca-Cola Co/The 77,2936.3M $2.14 %
2Microsoft Corp 13,7765.4M $1.84 %
3Akamai Technologies Inc 52,4335.2M $1.75 %
4Alphabet Inc 16,4995.1M $1.75 %
5Vinci SA 28,1424.7M $1.59 %
6PepsiCo Inc 26,2264.5M $1.51 %
7McKesson Corp 4,4614.4M $1.50 %
8Deutsche Telekom AG 108,1834.3M $1.48 %
9Johnson & Johnson 16,8004.2M $1.42 %
10Sanofi SA 41,0854M $1.37 %
11Crown Holdings Inc 34,7584M $1.35 %
12Cigna Group/The 12,6963.7M $1.25 %
13Zoetis Inc 24,2383.2M $1.08 %
14St James's Place PLC 172,5583.1M $1.06 %
15Howmet Aerospace Inc 11,8513.1M $1.06 %
16Advantest Corp 17,9003.1M $1.05 %
17Broadcom Inc 9,5763.1M $1.04 %
18Meta Platforms Inc 4,2862.8M $0.94 %
19Arista Networks Inc 20,4272.7M $0.93 %
20Cisco Systems, Inc. 33,9212.7M $0.92 %
21Fortinet Inc 32,9692.6M $0.89 %
22Sysco Corp 28,5342.6M $0.88 %
23Booking Holdings Inc 6022.6M $0.87 %
24CVS Health Corp 31,9092.5M $0.87 %
25Becton Dickinson & Co 14,2102.5M $0.85 %
26Novartis AG 14,8742.5M $0.85 %
27Labcorp Holdings Inc 8,5282.5M $0.84 %
28Diageo PLC 109,4202.5M $0.83 %
29Amphenol Corp 16,2752.4M $0.81 %
30National Grid PLC 126,5012.4M $0.80 %
31ASML Holding NV 1,6192.4M $0.80 %
32Teradyne Inc 7,3482.4M $0.80 %
33Lam Research Corp 9,8762.3M $0.78 %
34Advanced Micro Devices Inc 11,2782.3M $0.77 %
35Reckitt Benckiser Group PLC 25,4472.2M $0.76 %
36Assurant Inc 9,6182.2M $0.75 %
37Church & Dwight Co Inc 20,3102.1M $0.72 %
38Procter & Gamble Co/The 12,6992.1M $0.72 %
39L'Oreal SA 4,3282M $0.69 %
40EMCOR Group Inc 2,7052M $0.67 %
41Colgate-Palmolive Co 19,4221.9M $0.65 %
42Kroger Co/The 28,1711.9M $0.65 %
43Cadence Design Systems Inc 6,3511.9M $0.65 %
44Daiichi Sankyo Co Ltd 95,7001.9M $0.64 %
45Pfizer Inc 67,3531.9M $0.63 %
46Samsung Electronics Co Ltd 11,8611.8M $0.60 %
47PayPal Holdings Inc 38,1291.8M $0.60 %
48Kongsberg Gruppen ASA 42,3861.7M $0.58 %
49McDonald's Corp. 4,9211.7M $0.57 %
50UCB SA 5,5041.7M $0.56 %
51Capgemini SE 12,9391.6M $0.56 %
52General Electric Co 4,6091.6M $0.54 %
53KDDI Corp 88,8001.5M $0.52 %
54Marzetti Company/The 9,1151.5M $0.51 %
55Taiwan Semiconductor Manufacturing Co Ltd 24,0001.5M $0.51 %
56NextEra Energy Inc 15,6791.5M $0.50 %
57Asics Corp 46,5001.4M $0.48 %
58Global Payments Inc 18,2931.4M $0.48 %
59Travelers Cos Inc/The 4,4471.4M $0.47 %
60Cboe Global Markets Inc 4,5661.4M $0.46 %
61Medpace Holdings Inc 2,9851.3M $0.46 %
62Monster Beverage Corp 15,4651.3M $0.45 %
63Chubb Ltd 3,7581.3M $0.44 %
64Mastercard Inc 2,4731.3M $0.43 %
65Unilever PLC 17,0981.3M $0.43 %
66Verizon Communications Inc 23,6311.2M $0.40 %
67NTT Inc 1,123,6001.1M $0.37 %
68WD-40 Co 4,3641M $0.35 %
69Eversource Energy 13,6311M $0.35 %
70Iberdrola SA 43,9741M $0.35 %
71eBay Inc 11,3681M $0.35 %
72Taiwan Semiconductor Manufacturing Co Ltd 2,7181M $0.35 %
73Heineken NV 10,8271M $0.34 %
74PTC Inc 6,210972.4K $0.33 %
75Marsh & McLennan Cos Inc 5,117955.5K $0.32 %
76Japan Exchange Group Inc 68,200928.1K $0.32 %
77Ulta Beauty Inc 1,341918.3K $0.31 %
78Novo Nordisk A/S 23,911904.4K $0.31 %
79Reinsurance Group of America Inc 3,980858.6K $0.29 %
80Globe Life Inc 5,853850.2K $0.29 %
81Moody's Corp 1,730826.2K $0.28 %
82MSCI Inc 1,429817.1K $0.28 %
83Merck & Co Inc 6,190766.4K $0.26 %
84Dollarama Inc 5,000736.1K $0.25 %
85Allegion plc 4,272688.4K $0.23 %
86Service Corp International/US 7,876663K $0.23 %
87QUALCOMM Inc 4,438631.8K $0.21 %
88Qualys Inc 6,810629.7K $0.21 %
89Visa Inc 1,942621.7K $0.21 %
90Waters Corp 1,923614.2K $0.21 %
91Rollins Inc 10,010609.5K $0.21 %
92Hyundai Glovis Co Ltd 2,869577.7K $0.20 %
93Essential Utilities Inc 14,147565.5K $0.19 %
94Inner Mongolia Yili Industrial Group Co Ltd 139,500530.3K $0.18 %
95Alibaba Group Holding Ltd 3,632523.4K $0.18 %
96TIS Inc 24,000496K $0.17 %
97LKQ Corp 14,925494.2K $0.17 %
98Rogers Communications Inc 12,300490.9K $0.17 %
99Kimberly-Clark Corp 4,384488.6K $0.17 %
100Kimberly-Clark de Mexico SAB de CV 175,900441.1K $0.15 %

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Sector breakdown

  • Technology 19.4 %
  • Health care 16.0 %
  • Consumer staples 15.1 %
  • Communication 7.0 %
  • Industrials 5.7 %
  • Financials 5.3 %
  • Consumer discretionary 3.4 %
  • Utilities 2.9 %
  • Unattributed 25.2 %

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

Currency breakdown

  • USD 67.6 %
  • EUR 11.9 %
  • JPY 5.2 %
  • GBP 5.1 %
  • KRW 2.4 %
  • CHF 1.2 %
  • HKD 1.1 %
  • TWD 0.9 %
  • CNY 0.9 %
  • NOK 0.8 %
  • CAD 0.6 %
  • MXN 0.6 %
  • DKK 0.4 %
  • ZAR 0.4 %
  • BRL 0.4 %
  • AUD 0.2 %
  • THB 0.1 %
  • IDR 0.1 %
  • HUF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 67.0 %
  • France 6.0 %
  • United Kingdom 5.7 %
  • Japan 5.2 %
  • South Korea 2.4 %
  • Germany 2.2 %
  • Netherlands 1.8 %
  • Taiwan 1.4 %
  • Switzerland 1.2 %
  • China 1.0 %
  • Hong Kong SAR China 1.0 %
  • Norway 0.8 %
  • Other countries 4.4 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States81138.9M $67.02 %
2France412.4M $5.96 %
3United Kingdom611.8M $5.69 %
4Japan810.7M $5.16 %
5South Korea144.9M $2.38 %
6Germany24.6M $2.20 %
7Netherlands33.7M $1.80 %
8Taiwan42.9M $1.41 %
9Switzerland12.5M $1.21 %
10China112M $0.99 %
11Hong Kong SAR China92M $0.96 %
12Norway11.7M $0.83 %
Cite this page

Titelia. "Holdings of Multi-Asset Absolute Return Fund". https://titelia.com/en/funds/S000035066