Titelia

Holdings of JNL/JPMorgan Global Allocation Fund

JNL Series Trust · Original filing · Compare with another fund · Report an error

Net assets
818M $ including 442.4M $ in equities, 54.1 %
Positions
1,009 in 46 countries
Bond lines
145 from 119 companies
Top ten
14.1 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
401DSV A/S 773185.7K $0.02 %
402Sea Ltd 2,235185.1K $0.02 %
403Analog Devices Inc 577183.6K $0.02 %
404Reddit Inc 1,358182.9K $0.02 %
405Coforge Ltd 15,161182.6K $0.02 %
406Anglo American PLC 4,272182.1K $0.02 %
407Woodside Energy Group Ltd 7,595181.1K $0.02 %
408Blue Star Ltd 10,488180.7K $0.02 %
409Argenx SE 247179.8K $0.02 %
410Lonza Group AG 281179.5K $0.02 %
411Sumitomo Corp 4,800178.9K $0.02 %
412Atlas Copco AB 10,122178.9K $0.02 %
413RWE AG 2,643177.9K $0.02 %
414Haleon PLC 35,622176.4K $0.02 %
415Packaging Corp of America 827175.5K $0.02 %
416Somnigroup International Inc 2,366174.9K $0.02 %
417Jabil Inc 658174.8K $0.02 %
418Reckitt Benckiser Group PLC 2,590174.5K $0.02 %
419Post Holdings Inc 1,754173.4K $0.02 %
420Sumitomo Electric Industries Ltd. 3,100171.7K $0.02 %
421CHUANGXIN INDUSTRIES HOLDINGS LTD 45,500171.4K $0.02 %
422IndusInd Bank Ltd 21,090170.6K $0.02 %
423Ferrari NV 502169.6K $0.02 %
424CaixaBank SA 14,163169.2K $0.02 %
425Bayer AG 3,667168.6K $0.02 %
426Japan Tobacco Inc 4,400168.3K $0.02 %
427Woolworths Holdings Ltd/South Africa 55,618167.7K $0.02 %
428Rio Tinto Ltd 1,476166.9K $0.02 %
429Diageo PLC 8,894165.5K $0.02 %
430Fujikura Ltd. 6,000165.4K $0.02 %
431Tesco PLC 26,176164.6K $0.02 %
432Disco Corp 400164K $0.02 %
433JB Hunt Transport Services Inc 772163.6K $0.02 %
434Holcim AG 1,972163.3K $0.02 %
435Henry Schein Inc 2,214163.2K $0.02 %
436Mercedes-Benz Group AG 2,648162.6K $0.02 %
437Shopify Inc 1,368162.3K $0.02 %
438Koninklijke Ahold Delhaize NV 3,477162.2K $0.02 %
439Nokia Oyj 20,190162K $0.02 %
440Legrand SA 1,044161.9K $0.02 %
441MGIC Investment Corp 6,161161.7K $0.02 %
442Rocket Cos Inc 11,333161.5K $0.02 %
443Murata Manufacturing Co Ltd 7,200160.9K $0.02 %
444ADNOC Drilling Co PJSC 114,940160.6K $0.02 %
445Public Storage 591160.1K $0.02 %
446Kaspi.KZ JSC 2,144158.8K $0.02 %
447Chubb Ltd 484157.8K $0.02 %
448Infosys Ltd 11,515157.5K $0.02 %
449TransUnion 2,275157.4K $0.02 %
450PG&E Corp 8,862155.7K $0.02 %
451JYP Entertainment Corp 3,812155.4K $0.02 %
452Standard Chartered PLC 7,424154.5K $0.02 %
453Swiss Life Holding AG 141154.2K $0.02 %
454Omnicom Group Inc 2,043153.9K $0.02 %
455Marriott International Inc/MD 467152.7K $0.02 %
456United Overseas Bank Ltd 5,300151.8K $0.02 %
457Assa Abloy AB 4,213151.6K $0.02 %
458SSE PLC 4,376151.3K $0.02 %
459Turkiye Petrol Rafinerileri AS 25,732150.2K $0.02 %
460MS&AD Insurance Group Holdings Inc 5,800150.2K $0.02 %
461Raymond James Financial Inc 1,037150.1K $0.02 %
462Orange SA 7,320149.8K $0.02 %
463Panasonic Holdings Corp. 8,900149.4K $0.02 %
464Cie de Saint-Gobain SA 1,805149.4K $0.02 %
465Sandvik AB 3,894149.1K $0.02 %
466KT Corp 3,723148.6K $0.02 %
467Alcon AG 1,968148.6K $0.02 %
468Murphy USA Inc 299147.7K $0.02 %
469Hon Hai Precision Industry Co Ltd 24,000146.4K $0.02 %
470SoftBank Corp 109,500146.2K $0.02 %
471UCB SA 481145.4K $0.02 %
472Chugai Pharmaceutical Co Ltd 2,600144.9K $0.02 %
473Daikin Industries Ltd 1,200144.6K $0.02 %
474Sompo Holdings Inc 3,700143.4K $0.02 %
475Smurfit Westrock PLC 3,593143.2K $0.02 %
476Generali 3,552143K $0.02 %
477Fujitsu Ltd 7,000142.9K $0.02 %
478Equinix Inc 145142.1K $0.02 %
479Komatsu Ltd 3,600140.8K $0.02 %
480Goodman Group 7,786139.4K $0.02 %
481Mitsubishi Estate Co Ltd 5,000138.9K $0.02 %
482Cisco Systems, Inc. 1,775137.7K $0.02 %
483Cyient Ltd 16,827136.8K $0.02 %
484Teva Pharmaceutical Industries Ltd 4,583136.6K $0.02 %
485Daiichi Life Group, Inc. 14,800136.3K $0.02 %
486Otsuka Holdings Co Ltd 1,900134.6K $0.02 %
487FANUC Corp 3,800134.6K $0.02 %
488Daiichi Sankyo Co Ltd 7,500134.1K $0.02 %
489Bank Leumi Le-Israel BM 5,995133.5K $0.02 %
490Prysmian SpA 1,137133.1K $0.02 %
491Aviva PLC 16,622133K $0.02 %
492Silgan Holdings Inc 3,417132.6K $0.02 %
493Equinor ASA 3,135131.9K $0.02 %
494Swedbank AB 3,860131.3K $0.02 %
495ASM International NV 173131.2K $0.02 %
496Wheaton Precious Metals Corp 997130.6K $0.02 %
497Imperial Brands PLC 3,213130.3K $0.02 %
498Textron Inc 1,482129.8K $0.02 %
499Erste Group Bank AG 1,196129.5K $0.02 %
500CDW Corp/DE 1,068129.2K $0.02 %

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The bonds it holds

This fund holds 145 bond lines from 119 companies. The table shows the 100 largest. Only companies that already have a page on Titelia appear here.

RankCompanyBond linesValueWeight
1Barclays PLC21.8M $0.22 %
2Citigroup Inc11.6M $0.20 %
3Tenet Healthcare Corp41.5M $0.18 %
4SUNOCO LP21.2M $0.15 %
5Toronto-Dominion Bank/The11.2M $0.14 %
6Caesars Entertainment Inc21.1M $0.14 %
7American Express Co11.1M $0.14 %
8Newell Brands Inc21.1M $0.13 %
9CaixaBank SA11.1M $0.13 %
10Deutsche Bank AG3989.6K $0.12 %
11American Airlines Group Inc2987.3K $0.12 %
12Herc Holdings Inc2967.2K $0.12 %
13Carnival Corp2892.3K $0.11 %
14Wells Fargo & Co1860.8K $0.11 %
15Comstock Resources Inc2854.3K $0.10 %
16Morgan Stanley3852.7K $0.10 %
17Banca Monte dei Paschi di Siena SpA1818.4K $0.10 %
18National Australia Bank Ltd1808.6K $0.10 %
19Organon & Co1785.7K $0.10 %
20Alstom SA1775.5K $0.09 %
21ICAHN ENTERPRISES LP2762.8K $0.09 %
22UBS Group AG1731.1K $0.09 %
23Vonovia SE2730.9K $0.09 %
24NatWest Group PLC1727.6K $0.09 %
25CTP NV1723.5K $0.09 %
26Aroundtown SA1721.4K $0.09 %
27ONEOK Inc2721.2K $0.09 %
28AIB Group PLC1710K $0.09 %
29Bank of America Corp1709.5K $0.09 %
30Cleveland-Cliffs Inc2706.6K $0.09 %
31Danske Bank A/S1706.5K $0.09 %
32Antero Resources Corp1703.4K $0.09 %
33Credito Emiliano SpA1695.6K $0.09 %
34KBC Group NV1676.9K $0.08 %
35Navient Corp2676.7K $0.08 %
36SBA Communications Corp1664.2K $0.08 %
37Cellnex Telecom SA1650.7K $0.08 %
38Societe Generale SA1649.3K $0.08 %
39BAUSCH + LOMB CORP1638K $0.08 %
40YEOMAN CAPITAL SA1637.8K $0.08 %
41Gray Media Inc1635.6K $0.08 %
42Gen Digital Inc1634K $0.08 %
43Block Inc1632.2K $0.08 %
44Starwood Property Trust Inc2627.3K $0.08 %
45Goodyear Tire & Rubber Co/The1621.8K $0.08 %
46EquipmentShare.com Inc1596.9K $0.07 %
47Axon Enterprise Inc1582K $0.07 %
48PG&E Corp1580.8K $0.07 %
49Rithm Capital Corp1579.6K $0.07 %
50Advance Auto Parts Inc1571.1K $0.07 %
51Iron Mountain Inc1559.8K $0.07 %
52Coinbase Global Inc1555.5K $0.07 %
53BNP Paribas SA1555.1K $0.07 %
54Delek Logistics Partners LP1554.4K $0.07 %
55Banco BPM SpA1528.6K $0.06 %
56MGM Resorts International1528K $0.06 %
57B&G Foods Inc2527.6K $0.06 %
58SM Energy Co1511.6K $0.06 %
59Oracle Corp2508.9K $0.06 %
60Ball Corp1503.4K $0.06 %
61Enbridge Inc2502.4K $0.06 %
62Gap Inc/The1497.2K $0.06 %
63Sealed Air Corp1497.1K $0.06 %
64Compass Minerals International Inc1494.1K $0.06 %
65Nissan Motor Co Ltd1489.6K $0.06 %
66Woolworths Group Ltd1477.7K $0.06 %
67PRA Group Inc1474.7K $0.06 %
68Terex Corp1469.5K $0.06 %
69Whirlpool Corp1467.6K $0.06 %
70Elastic NV1462.3K $0.06 %
71Victoria's Secret & Co1460.1K $0.06 %
72Uniti Group Inc1447.6K $0.05 %
73Twilio Inc1445.7K $0.05 %
74Wolverine World Wide Inc1443.1K $0.05 %
75Duke Energy Corp1442.5K $0.05 %
76Group 1 Automotive Inc1441.5K $0.05 %
77Edgewell Personal Care Co1441K $0.05 %
78Chemours Co/The2435.5K $0.05 %
79Enova International Inc1435.3K $0.05 %
80Light & Wonder Inc1434.4K $0.05 %
81Magnera Corp1432.6K $0.05 %
82Somnigroup International Inc1407.8K $0.05 %
83SunCoke Energy Inc1369.1K $0.05 %
84BellRing Brands Inc1354.6K $0.04 %
85California Resources Corp1345.4K $0.04 %
86Darling Ingredients Inc1336.3K $0.04 %
87Live Nation Entertainment Inc1324K $0.04 %
88Warner Bros Discovery Inc1321.6K $0.04 %
89VF Corp1319.8K $0.04 %
90Nexstar Media Group Inc1318.6K $0.04 %
91Molina Healthcare Inc1313.6K $0.04 %
92Boyd Gaming Corp1313.2K $0.04 %
93ZipRecruiter Inc1281.4K $0.03 %
94Global Payments Inc1279.5K $0.03 %
95Dycom Industries Inc1262.9K $0.03 %
96PNC Financial Services Group Inc/The1250.5K $0.03 %
97Mitsubishi UFJ Financial Group Inc1247.8K $0.03 %
98UniCredit SpA1237.8K $0.03 %
99Banco de Sabadell SA1233.5K $0.03 %
100Legrand SA1232K $0.03 %

Sector breakdown

  • Technology 20.6 %
  • Financials 13.5 %
  • Consumer discretionary 8.1 %
  • Health care 7.4 %
  • Communication 7.4 %
  • Industrials 5.9 %
  • Energy 3.5 %
  • Consumer staples 2.9 %
  • Utilities 2.1 %
  • Materials 1.4 %
  • Real estate 0.6 %
  • Unattributed 26.6 %

Titelia assigns each company to a sector, one by one. The unassigned share stays visible, under "Unattributed".

Currency breakdown

  • USD 61.7 %
  • EUR 8.5 %
  • JPY 5.6 %
  • HKD 4.0 %
  • GBP 3.8 %
  • TWD 3.7 %
  • KRW 2.7 %
  • CHF 1.6 %
  • INR 1.3 %
  • AUD 1.2 %
  • CNY 1.1 %
  • SEK 1.0 %
  • BRL 0.7 %
  • SGD 0.6 %
  • ZAR 0.5 %
  • DKK 0.5 %
  • SAR 0.3 %
  • IDR 0.2 %
  • HUF 0.2 %
  • NOK 0.1 %
  • ILS 0.1 %
  • MXN 0.1 %
  • TRY 0.1 %
  • PLN 0.1 %
  • AED 0.1 %
  • MYR 0.1 %
  • THB 0.1 %

Each line is counted in its quoted currency, as the fund declares it.

Country breakdown

  • United States 59.2 %
  • Japan 5.6 %
  • Taiwan 4.5 %
  • United Kingdom 4.2 %
  • Hong Kong SAR China 4.0 %
  • South Korea 2.8 %
  • Germany 2.8 %
  • France 2.3 %
  • Netherlands 1.9 %
  • India 1.8 %
  • Switzerland 1.7 %
  • Australia 1.2 %
  • Other countries 8.2 %

Shares are computed on the fund's equities only.

RankCountryLinesValueShare
1United States240261.7M $59.17 %
2Japan17924.7M $5.59 %
3Taiwan1519.8M $4.46 %
4United Kingdom6918.4M $4.16 %
5Hong Kong SAR China3917.6M $3.98 %
6South Korea1712.2M $2.76 %
7Germany3212.2M $2.75 %
8France3610.3M $2.33 %
9Netherlands238.4M $1.89 %
10India248.2M $1.85 %
11Switzerland297.3M $1.65 %
12Australia505.4M $1.23 %
Cite this page

Titelia. "Holdings of JNL/JPMorgan Global Allocation Fund". https://titelia.com/en/funds/S000044434