Titelia

Holdings of JPMorgan Global Active Allocation Portfolio

Brighthouse Funds Trust I · 331 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.4B $ · Ten largest lines: 22 % of the equity sleeve

Sector breakdown

  • Technology 21.4 %
  • Financials 16.9 %
  • Consumer discretionary 10.6 %
  • Health care 8.3 %
  • Industrials 7.7 %
  • Communication 7.4 %
  • Energy 4.4 %
  • Consumer staples 2.8 %
  • Utilities 2.7 %
  • Materials 2.2 %
  • Funds 1.7 %
  • Real estate 1.0 %
  • Unattributed 12.8 %

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

Currency breakdown

  • USD 60.3 %
  • EUR 12.2 %
  • JPY 6.6 %
  • GBP 5.5 %
  • TWD 3.1 %
  • HKD 3.0 %
  • CHF 1.8 %
  • SEK 1.3 %
  • SGD 0.9 %
  • INR 0.9 %
  • AUD 0.8 %
  • KRW 0.8 %
  • CNY 0.7 %
  • ZAR 0.5 %
  • DKK 0.4 %
  • BRL 0.4 %
  • MXN 0.3 %
  • IDR 0.3 %
  • SAR 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 57.3 %
  • JP 6.6 %
  • GB 6.0 %
  • DE 3.7 %
  • FR 3.3 %
  • TW 3.1 %
  • HK 3.0 %
  • NL 2.3 %
  • CH 1.8 %
  • KR 1.7 %
  • SE 1.3 %
  • IN 1.2 %
  • Other countries 8.6 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US202340M $57.26 %
2JP2039.4M $6.63 %
3GB1635.4M $5.96 %
4DE822.1M $3.72 %
5FR819.8M $3.33 %
6TW518.2M $3.07 %
7HK818M $3.03 %
8NL513.8M $2.32 %
9CH510.8M $1.81 %
10KR310.3M $1.74 %
11SE27.9M $1.34 %
12IN77.4M $1.24 %

Positions

RankCompanySharesValueWeight
101NU Holdings Ltd/Cayman Islands 113,1721.6M $0.12 %
102American Tower Corp 9,3921.6M $0.12 %
103Hoya Corp 9,3001.6M $0.12 %
104Infosys Ltd 117,9891.6M $0.12 %
105Compass Group PLC 56,6731.6M $0.12 %
106United Rentals Inc 2,1411.6M $0.11 %
107Merck & Co Inc 12,9611.6M $0.11 %
108MercadoLibre Inc 8861.5M $0.11 %
109ConocoPhillips 11,5051.5M $0.11 %
110Capital One Financial Corp 8,3241.5M $0.11 %
111RTX Corp 7,7951.5M $0.11 %
112HDFC Bank Ltd 177,0631.4M $0.10 %
113Burlington Stores Inc 4,3221.4M $0.10 %
114Texas Instruments Inc 7,1571.4M $0.10 %
115Baker Hughes Co 21,9491.3M $0.10 %
116Itau Unibanco Holding SA 159,7661.3M $0.10 %
117Williams Cos Inc/The 18,3891.3M $0.10 %
118KBC Group NV 10,8831.3M $0.10 %
119Eli Lilly & Co 1,4461.3M $0.10 %
120Tata Consultancy Services Ltd 51,6411.3M $0.10 %
121Mitsui Fudosan Co Ltd 122,6001.3M $0.09 %
122Kao Corp. 33,2001.3M $0.09 %
123Obayashi Corp. 53,4001.3M $0.09 %
124Koninklijke Ahold Delhaize NV 27,2841.3M $0.09 %
125RWE AG 19,1021.3M $0.09 %
126Contemporary Amperex Technology Co Ltd 21,6001.3M $0.09 %
127Credicorp Ltd 3,7221.3M $0.09 %
128Kotak Mahindra Bank Ltd 330,5881.3M $0.09 %
129Novo Nordisk A/S 34,1791.3M $0.09 %
130NetEase Inc 55,7751.2M $0.09 %
131Dominion Energy Inc 20,0141.2M $0.09 %
132London Stock Exchange Group PLC 10,4121.2M $0.09 %
133State Street Corp 9,6941.2M $0.09 %
134Erste Group Bank AG 11,3021.2M $0.09 %
135Rio Tinto Ltd 10,8061.2M $0.09 %
136Ryanair Holdings PLC 20,6771.2M $0.09 %
137WEG SA 120,9291.2M $0.09 %
138ServiceNow Inc 11,2641.2M $0.09 %
139Ping An Insurance Group Co of China Ltd 149,5001.2M $0.09 %
140Techtronic Industries Co Ltd 87,0001.2M $0.08 %
141Midea Group Co Ltd 104,0001.2M $0.08 %
142Kia Corp 11,9171.1M $0.08 %
143Chevron Corp 5,5421.1M $0.08 %
144Eaton Corp PLC 3,2011.1M $0.08 %
145SSE PLC 32,9701.1M $0.08 %
146Grupo Financiero Banorte SAB de CV 100,8061.1M $0.08 %
147Suzuki Motor Corp 93,0001.1M $0.08 %
148Industria de Diseno Textil SA 19,1511.1M $0.08 %
149Quanta Services Inc 1,9941.1M $0.08 %
150Alibaba Group Holding Ltd 69,2001.1M $0.08 %
151Cigna Group/The 4,0761.1M $0.08 %
152RELX PLC 32,6841.1M $0.08 %
153Hewlett Packard Enterprise Co 44,9861.1M $0.08 %
154M&T Bank Corp 5,1501.1M $0.08 %
155TJX Cos Inc/The 6,5571M $0.08 %
156Aon PLC 3,2441M $0.08 %
157Insmed Inc 6,3981M $0.08 %
158Kweichow Moutai Co Ltd 4,9561M $0.08 %
159Loews Corp 9,6661M $0.08 %
160Nintendo Co Ltd 17,9001M $0.07 %
161InterContinental Hotels Group PLC 7,6121M $0.07 %
162Ventas Inc 12,220999.4K $0.07 %
163Labcorp Holdings Inc 3,743998.7K $0.07 %
164Novonesis Novozymes B 16,820995.2K $0.07 %
165Fidelity National Information Services Inc 21,167992.9K $0.07 %
166Xcel Energy Inc 12,451989.1K $0.07 %
167Next PLC 5,852986.9K $0.07 %
168Fuyao Glass Industry Group Co Ltd 117,867977.4K $0.07 %
1693i Group PLC 29,673972.3K $0.07 %
170Regeneron Pharmaceuticals, Inc. 1,256970.4K $0.07 %
171Bank Central Asia Tbk PT 2,511,300960.8K $0.07 %
172Trip.com Group Ltd 19,050942.2K $0.07 %
173IQVIA Holdings Inc 5,499937.8K $0.07 %
174Regency Centers Corp 12,279929K $0.07 %
175Capgemini SE 7,907924.2K $0.07 %
176Medibank Pvt Ltd 304,436921.3K $0.07 %
177Goldman Sachs Group Inc/The 1,081914.5K $0.07 %
178Commonwealth Bank of Australia 7,759906.3K $0.07 %
179General Dynamics Corp 2,617898.2K $0.07 %
180Union Pacific Corp 3,678892.4K $0.07 %
181ITT Inc 4,664888.6K $0.07 %
182Comfort Systems USA Inc 635875.7K $0.06 %
183Kubota Corp 54,700863.1K $0.06 %
184Ciena Corp 2,188849.4K $0.06 %
185Travelers Cos Inc/The 2,907847.9K $0.06 %
186UCB SA 2,807845.5K $0.06 %
187Glencore PLC 109,431833.9K $0.06 %
188Performance Food Group Co 9,673828.6K $0.06 %
189Corpay Inc 2,832824.1K $0.06 %
190Mid-America Apartment Communities, Inc. 6,732822.1K $0.06 %
191Fomento Economico Mexicano SAB de CV 7,384820.1K $0.06 %
192Al Rajhi Bank 28,607814.7K $0.06 %
193Yum China Holdings Inc 16,538806.7K $0.06 %
194FedEx Corp 2,263806K $0.06 %
195Asics Corp 30,000797.7K $0.06 %
196AMETEK Inc 3,695792.1K $0.06 %
197Wal-Mart de Mexico SAB de CV 242,804791.7K $0.06 %
198Kingspan Group PLC 9,233779.3K $0.06 %
199Bid Corp Ltd 32,326778.9K $0.06 %
200Teradyne Inc 2,622777.3K $0.06 %