Titelia

Holdings of Strategic Equity Allocation Trust

John Hancock Variable Insurance Trust · Original filing · Compare with another fund · Report an error

Net assets
5.3B $ including 5B $ in equities, 95.8 %
Positions
3,321 in 36 countries
Top ten
18.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 1,121,544195.6M $3.72 %
2Apple Inc 677,593172M $3.27 %
3Microsoft Corp 342,723126.9M $2.41 %
4Amazon.com Inc 450,87493.9M $1.79 %
5Alphabet Inc 268,71077.3M $1.47 %
6Broadcom Inc 218,82967.7M $1.29 %
7Alphabet Inc 215,84661.9M $1.18 %
8Meta Platforms Inc 100,94757.8M $1.10 %
9Tesla Inc 129,80648.3M $0.92 %
10ASML Holding NV 36,22048.2M $0.92 %
11Berkshire Hathaway Inc 84,63240.6M $0.77 %
12JPMorgan Chase & Co 124,43736.6M $0.70 %
13Eli Lilly & Co 36,57333.6M $0.64 %
14Exxon Mobil Corp 192,87632.7M $0.62 %
15AstraZeneca PLC 144,72228.3M $0.54 %
16Novartis AG 177,40727.2M $0.52 %
17Johnson & Johnson 111,22627.2M $0.52 %
18HSBC Holdings PLC 1,602,69726.3M $0.50 %
19Roche Holding AG 65,55926.2M $0.50 %
20Walmart Inc 202,31325.1M $0.48 %
21Shell PLC 531,84024.6M $0.47 %
22Nestle SA 240,42623.6M $0.45 %
23Visa Inc 77,59123.5M $0.45 %
24Costco Wholesale Corp 20,48720.4M $0.39 %
25Mastercard Inc 37,59018.8M $0.36 %
26Netflix Inc 194,85718.7M $0.36 %
27Toyota Motor Corp. 884,34118.4M $0.35 %
28Commonwealth Bank of Australia 156,15818.3M $0.35 %
29Chevron Corp 86,51517.9M $0.34 %
30Mitsubishi UFJ Financial Group Inc 1,052,05517.8M $0.34 %
31AbbVie Inc 81,57117.7M $0.34 %
32Micron Technology Inc 51,94617.5M $0.33 %
33Siemens AG 70,91917.3M $0.33 %
34BHP Group Ltd 473,93717.1M $0.33 %
35TotalEnergies SE 185,31517M $0.32 %
36SAP SE 97,44216.6M $0.32 %
37Procter & Gamble Co/The 107,25415.5M $0.29 %
38Palantir Technologies Inc 105,43215.4M $0.29 %
39Banco Santander SA 1,370,72515.4M $0.29 %
40Advanced Micro Devices Inc 75,25115.3M $0.29 %
41Caterpillar Inc 21,47515.2M $0.29 %
42Home Depot Inc/The 45,94715.1M $0.29 %
43Allianz SE 35,49915M $0.29 %
44Bank of America Corp 306,25414.9M $0.28 %
45Cisco Systems, Inc. 182,35814.1M $0.27 %
46Schneider Electric SE 51,16113.9M $0.27 %
47Merck & Co Inc 114,55413.8M $0.26 %
48Iberdrola SA 600,39613.7M $0.26 %
49General Electric Co 48,40713.7M $0.26 %
50Coca-Cola Co/The 178,63313.6M $0.26 %
51Deutsche Telekom AG 343,29412.8M $0.24 %
52LVMH Moet Hennessy Louis Vuitton SE 23,22112.7M $0.24 %
53Hitachi Ltd 427,52612.5M $0.24 %
54Applied Materials Inc 36,63312.5M $0.24 %
55Siemens Energy AG 72,31812.5M $0.24 %
56Lam Research Corp 57,63512.3M $0.23 %
57Sony Group Corp 573,86712M $0.23 %
58RTX Corp 61,95012M $0.23 %
59Rolls-Royce Holdings PLC 783,66811.9M $0.23 %
60ABB Ltd 146,25311.9M $0.23 %
61Philip Morris International Inc. 71,83711.9M $0.23 %
62British American Tobacco PLC 203,26711.8M $0.22 %
63Goldman Sachs Group Inc/The 13,84411.7M $0.22 %
64UBS Group AG 296,22511.6M $0.22 %
65Oracle Corp 78,26311.5M $0.22 %
66Banco Bilbao Vizcaya Argentaria SA 532,72811.5M $0.22 %
67BP PLC 1,469,09211.5M $0.22 %
68Wells Fargo & Co 142,73811.4M $0.22 %
69UnitedHealth Group Inc 41,80911.3M $0.22 %
70Sumitomo Mitsui Financial Group Inc 341,95411.2M $0.21 %
71Air Liquide SA 54,06511.2M $0.21 %
72Unilever PLC 203,49011.2M $0.21 %
73Novo Nordisk A/S 300,53011M $0.21 %
74AIA Group Ltd 980,42110.9M $0.21 %
75GE Vernova Inc 12,44010.9M $0.21 %
76Safran SA 33,18210.9M $0.21 %
77Linde PLC 21,55310.7M $0.20 %
78Airbus SE 55,44910.5M $0.20 %
79GSK PLC 380,29710.5M $0.20 %
80International Business Machines Corp. 43,14210.5M $0.20 %
81Tokyo Electron Ltd 41,81010.4M $0.20 %
82Mitsubishi Corp 300,76610.3M $0.20 %
83McDonald's Corp. 32,86910.2M $0.19 %
84Sanofi SA 102,4179.9M $0.19 %
85Advantest Corp 71,4929.9M $0.19 %
86PepsiCo Inc 63,0639.8M $0.19 %
87Rio Tinto PLC 105,3409.8M $0.19 %
88Verizon Communications Inc 194,6289.8M $0.19 %
89Zurich Insurance Group AG 13,6579.7M $0.18 %
90Intel Corp 216,7059.6M $0.18 %
91Mizuho Financial Group Inc 232,3389.4M $0.18 %
92UniCredit SpA 130,8189.4M $0.18 %
93AT&T Inc 323,1089.4M $0.18 %
94L'Oreal SA 22,4149.2M $0.17 %
95Citigroup Inc 80,6569.1M $0.17 %
96Morgan Stanley 55,5279.1M $0.17 %
97BNP Paribas SA 93,7918.9M $0.17 %
98NextEra Energy Inc 96,1178.9M $0.17 %
99Mitsui & Co Ltd 230,4768.9M $0.17 %
100KLA Corp 6,0508.9M $0.17 %

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Sector breakdown

  • Technology 19.2 %
  • Financials 12.6 %
  • Industrials 8.9 %
  • Health care 7.7 %
  • Consumer discretionary 6.5 %
  • Communication 6.4 %
  • Consumer staples 4.4 %
  • Energy 2.9 %
  • Materials 2.7 %
  • Utilities 2.2 %
  • Real estate 0.8 %
  • Unattributed 25.7 %

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

Currency breakdown

  • USD 62.7 %
  • EUR 13.0 %
  • JPY 8.7 %
  • GBP 5.7 %
  • CHF 3.5 %
  • AUD 2.5 %
  • SEK 1.2 %
  • HKD 0.7 %
  • DKK 0.6 %
  • SGD 0.6 %
  • ILS 0.3 %
  • NOK 0.3 %
  • NZD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 61.6 %
  • Japan 8.7 %
  • United Kingdom 5.8 %
  • France 3.7 %
  • Switzerland 3.6 %
  • Germany 3.3 %
  • Australia 2.5 %
  • Netherlands 2.1 %
  • Spain 1.4 %
  • Sweden 1.2 %
  • Italy 1.2 %
  • Hong Kong SAR China 0.7 %
  • Other countries 4.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2,5173.1B $61.65 %
2Japan179439.1M $8.72 %
3United Kingdom80290.8M $5.78 %
4France51188.2M $3.74 %
5Switzerland46179.8M $3.57 %
6Germany47166.5M $3.31 %
7Australia46127.4M $2.53 %
8Netherlands34106.5M $2.12 %
9Spain2070.3M $1.40 %
10Sweden4161.9M $1.23 %
11Italy2561.4M $1.22 %
12Hong Kong SAR China2034.8M $0.69 %
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Titelia. "Holdings of Strategic Equity Allocation Trust". https://titelia.com/en/funds/S000036499