Titelia

Holdings of Schroders Global Multi-Asset Portfolio

Brighthouse Funds Trust I · Original filing · Compare with another fund · Report an error

Net assets
547.2M $ including 263.9M $ in equities, 48.2 %
Positions
872 in 28 countries
Bond lines
132 from 84 companies
Top ten
14.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 85,69214.9M $2.73 %
2Apple Inc 47,00111.9M $2.18 %
3VanEck J. P. Morgan EM Local Currency Bond ETF 450,74411.3M $2.07 %
4Microsoft Corp 25,1239.3M $1.70 %
5Alphabet Inc 27,4147.9M $1.44 %
6Amazon.com Inc 33,5677M $1.28 %
7Broadcom Inc 17,9485.6M $1.02 %
8Meta Platforms Inc 8,2484.7M $0.86 %
9Alphabet Inc 14,7514.2M $0.77 %
10JPMorgan Chase & Co 11,5423.4M $0.62 %
11Johnson & Johnson 10,3892.5M $0.46 %
12VanEck Gold Miners ETF/USA 27,6352.5M $0.46 %
13Tesla Inc 6,6642.5M $0.45 %
14Eli Lilly & Co 2,6902.5M $0.45 %
15Visa Inc 8,1292.5M $0.45 %
16Netflix Inc 20,6262M $0.36 %
17Coca-Cola Co/The 24,9911.9M $0.35 %
18Exxon Mobil Corp 10,8541.8M $0.34 %
19General Electric Co 6,4851.8M $0.34 %
20GE Vernova Inc 2,0251.8M $0.32 %
21Advanced Micro Devices Inc 8,0851.6M $0.30 %
22Procter & Gamble Co/The 11,2221.6M $0.30 %
23ConocoPhillips 12,1941.6M $0.29 %
24RTX Corp 8,1941.6M $0.29 %
25Berkshire Hathaway Inc 3,2481.6M $0.28 %
26Morgan Stanley 9,0341.5M $0.27 %
27Mastercard Inc 2,8031.4M $0.26 %
28NextEra Energy Inc 14,9071.4M $0.25 %
29Walmart Inc 10,8681.4M $0.25 %
30ASML Holding NV 9791.3M $0.24 %
31Vertiv Holdings Co 5,1511.3M $0.24 %
32Costco Wholesale Corp 1,2591.3M $0.23 %
33Arista Networks Inc 9,8921.2M $0.22 %
34Lam Research Corp 5,6781.2M $0.22 %
35Parker-Hannifin Corp 1,3441.2M $0.22 %
36American Express Co 3,9171.2M $0.22 %
37KLA Corp 7741.1M $0.21 %
38AbbVie Inc 5,1871.1M $0.21 %
39Chevron Corp 5,2821.1M $0.20 %
40TJX Cos Inc/The 6,6611.1M $0.19 %
41Chubb Ltd 3,1871M $0.19 %
42Caterpillar Inc 1,4241M $0.18 %
43Bristol-Myers Squibb Co 16,5421M $0.18 %
44Amphenol Corp 7,788984K $0.18 %
45Micron Technology Inc 2,841959.8K $0.18 %
46Howmet Aerospace Inc 4,158958.3K $0.18 %
47Cisco Systems, Inc. 11,936926.1K $0.17 %
48Palantir Technologies Inc 6,246913.7K $0.17 %
49Booking Holdings Inc 215905.2K $0.17 %
50Novartis AG 5,936901.3K $0.16 %
51Bank of America Corp 17,610858.5K $0.16 %
52Thermo Fisher Scientific Inc 1,746858.2K $0.16 %
53Baker Hughes Co 14,023856.1K $0.16 %
54Shell PLC 18,171848.8K $0.16 %
55Home Depot Inc/The 2,539835.1K $0.15 %
56Intuitive Surgical Inc 1,802830.7K $0.15 %
57HSBC Holdings PLC 49,627812.3K $0.15 %
58Blackrock Inc 833801.1K $0.15 %
59AstraZeneca PLC 4,095799.8K $0.15 %
60Merck & Co Inc 6,264753.5K $0.14 %
61Walt Disney Co/The 7,640736.3K $0.13 %
62Moody's Corp 1,644717.2K $0.13 %
63Applied Materials Inc 2,090714.3K $0.13 %
64Texas Instruments Inc 3,484676.4K $0.12 %
65Nestle SA 6,814675.9K $0.12 %
66Johnson Controls International plc 5,047660.9K $0.12 %
67S&P Global Inc 1,540655K $0.12 %
68Shopify Inc 5,518654.6K $0.12 %
69O'Reilly Automotive Inc 7,032649.1K $0.12 %
70Goldman Sachs Group Inc/The 762644.6K $0.12 %
71Iberdrola SA 28,076644.5K $0.12 %
72Uber Technologies Inc 8,958644.3K $0.12 %
73Stryker Corp 1,957643.1K $0.12 %
74Royal Bank of Canada 3,974642.4K $0.12 %
75PepsiCo Inc 4,136642.3K $0.12 %
76Mitsubishi UFJ Financial Group Inc 38,000642K $0.12 %
77Wells Fargo & Co 8,000636.9K $0.12 %
78Linde PLC 1,260624.7K $0.11 %
79Emerson Electric Co. 4,755623K $0.11 %
80HCA Healthcare Inc 1,307618.5K $0.11 %
81Deere & Co 1,097617.9K $0.11 %
82Intuit Inc 1,426616.6K $0.11 %
83Verizon Communications Inc 12,275616.2K $0.11 %
84AT&T Inc 20,852604.5K $0.11 %
85Roche Holding AG 1,525602.2K $0.11 %
86UnitedHealth Group Inc 2,222601.3K $0.11 %
87Ventas Inc 7,326599.1K $0.11 %
88McKesson Corp 692598.8K $0.11 %
89Oracle Corp 4,065598K $0.11 %
90US Bancorp 11,399592.9K $0.11 %
91Monster Beverage Corp 8,179592.7K $0.11 %
92TE Connectivity PLC 2,827590.9K $0.11 %
93McDonald's Corp. 1,898589.9K $0.11 %
94Ecolab Inc 2,160574.6K $0.11 %
95Citigroup Inc 5,026570K $0.10 %
96Progressive Corp/The 2,791553.3K $0.10 %
97International Business Machines Corp. 2,269550K $0.10 %
98Coterra Energy Inc 15,597548.1K $0.10 %
99Tapestry Inc 3,884548.1K $0.10 %
100Intercontinental Exchange Inc 3,475546.5K $0.10 %

Download this table: CSV, JSON

The bonds it holds

84 companies, 132 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Bank of America Corp37M $1.28 %
2Wells Fargo & Co26.5M $1.18 %
3Morgan Stanley35.9M $1.07 %
4JPMorgan Chase & Co35.8M $1.06 %
5Oracle Corp85.3M $0.96 %
6UBS Group AG23.9M $0.72 %
7AT&T Inc33.6M $0.67 %
8UnitedHealth Group Inc23.6M $0.66 %
9Amazon.com Inc23.6M $0.66 %
10ING Groep NV33.6M $0.65 %
11Comcast Corp12.9M $0.53 %
12Intesa Sanpaolo SpA12.5M $0.46 %
13CVS Health Corp22.4M $0.43 %
14Capital One Financial Corp32.4M $0.43 %
15Boeing Co/The22.2M $0.40 %
16Citigroup Inc32.2M $0.40 %
17US Bancorp12.1M $0.39 %
18PNC Financial Services Group Inc/The12.1M $0.38 %
19Hartford Insurance Group Inc/The12.1M $0.38 %
20Viatris Inc22M $0.37 %
21RTX Corp21.9M $0.36 %
22Fidelity National Information Services Inc21.9M $0.35 %
23Tapestry Inc21.8M $0.33 %
24Prudential Financial, Inc.11.7M $0.32 %
25Unum Group21.6M $0.29 %
26Lloyds Banking Group PLC11.6M $0.29 %
27Verizon Communications Inc11.5M $0.28 %
28Eli Lilly & Co11.5M $0.27 %
29Flowers Foods Inc21.5M $0.27 %
30Ovintiv Inc21.5M $0.27 %
31Howmet Aerospace Inc21.4M $0.26 %
32Barclays PLC21.4M $0.26 %
33Omega Healthcare Investors Inc21.4M $0.25 %
34Western Union Co/The11.3M $0.24 %
35Carnival Corp21.3M $0.24 %
36Truist Financial Corp21.3M $0.24 %
37M&T Bank Corp21.3M $0.24 %
38American Tower Corp21.2M $0.23 %
39Fiserv Inc21.2M $0.23 %
40Credit Agricole SA11.2M $0.23 %
41AbbVie Inc11.2M $0.22 %
42Energy Transfer LP21.2M $0.21 %
43Royal Caribbean Cruises Ltd11.1M $0.21 %
44Alphabet Inc21.1M $0.21 %
45Harbour Energy PLC11.1M $0.21 %
46CNA Financial Corp11.1M $0.20 %
47Cheniere Energy Inc11.1M $0.20 %
48Ingersoll Rand Inc11M $0.19 %
49Synopsys Inc21M $0.19 %
50MPLX LP11M $0.18 %
51Owens Corning1986.9K $0.18 %
52KeyCorp2986.5K $0.18 %
53Keysight Technologies Inc1894.8K $0.16 %
54Salesforce Inc1841.8K $0.15 %
55Coterra Energy Inc1827.6K $0.15 %
56TELUS Corp2825.3K $0.15 %
57Meta Platforms Inc2799.9K $0.15 %
58Ally Financial Inc1798.6K $0.15 %
59Broadcom Inc1794.4K $0.15 %
60Standard Chartered PLC1793.5K $0.15 %
61Constellation Brands Inc1687.3K $0.13 %
62Deutsche Bank AG1674.5K $0.12 %
63Roper Technologies Inc1651.5K $0.12 %
64Lincoln National Corp1642.3K $0.12 %
65Intel Corp1631.8K $0.12 %
66HF Sinclair Corp1625.7K $0.11 %
67Williams Cos Inc/The1587.1K $0.11 %
68Manulife Financial Corp1574.4K $0.11 %
69Tractor Supply Co1557.1K $0.10 %
70Philip Morris International Inc.1557K $0.10 %
71American International Group Inc1543.6K $0.10 %
72EQT AB1539.2K $0.10 %
73Regal Rexnord Corp1528.5K $0.10 %
74Enbridge Inc1525.3K $0.10 %
75Vertiv Holdings Co1496.9K $0.09 %
76HSBC Holdings PLC1493.3K $0.09 %
77Eni SpA1448.1K $0.08 %
78Horace Mann Educators Corp1441.9K $0.08 %
79Jefferies Financial Group Inc1428.1K $0.08 %
80BNP Paribas SA1425.2K $0.08 %
81Mitsubishi UFJ Financial Group Inc1288K $0.05 %
82Synchrony Financial1265.3K $0.05 %
83Assurant Inc1229.5K $0.04 %
84Kyndryl Holdings Inc1199.2K $0.04 %

Sector breakdown

  • Technology 25.5 %
  • Financials 12.8 %
  • Industrials 9.7 %
  • Communication 9.0 %
  • Health care 8.5 %
  • Consumer discretionary 7.2 %
  • Consumer staples 4.1 %
  • Energy 3.2 %
  • Materials 2.7 %
  • Utilities 2.0 %
  • Real estate 1.0 %
  • Unattributed 14.3 %

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

Currency breakdown

  • USD 80.4 %
  • EUR 6.7 %
  • JPY 4.4 %
  • GBP 2.3 %
  • CAD 2.2 %
  • CHF 1.4 %
  • AUD 0.7 %
  • HKD 0.6 %
  • SGD 0.6 %
  • SEK 0.3 %
  • DKK 0.2 %
  • KRW 0.1 %
  • NOK 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 79.6 %
  • Japan 4.4 %
  • United Kingdom 2.6 %
  • Canada 2.4 %
  • France 1.8 %
  • Germany 1.5 %
  • Switzerland 1.4 %
  • Netherlands 1.1 %
  • Spain 1.0 %
  • Italy 0.9 %
  • Australia 0.7 %
  • Singapore 0.6 %
  • Other countries 2.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States443210.1M $79.61 %
2Japan12611.5M $4.36 %
3United Kingdom376.8M $2.59 %
4Canada386.3M $2.40 %
5France284.8M $1.82 %
6Germany264M $1.51 %
7Switzerland203.8M $1.43 %
8Netherlands182.9M $1.12 %
9Spain132.7M $1.03 %
10Italy162.4M $0.89 %
11Australia241.7M $0.66 %
12Singapore91.6M $0.61 %
Cite this page

Titelia. "Holdings of Schroders Global Multi-Asset Portfolio". https://titelia.com/en/funds/S000036842