Titelia

Holdings of 1290 SmartBeta Equity Fund

1290 Funds · Original filing · Compare with another fund · Report an error

Net assets
274.8M $ including 271M $ in equities, 98.6 %
Positions
301 in 20 countries
Top ten
24.8 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
201Restaurant Brands International Inc 4,843390.7K $0.14 %
202Helvetia Baloise Holding AG 1,420390.4K $0.14 %
203Realty Income Corp 6,057389.1K $0.14 %
204Oversea-Chinese Banking Corp Ltd 22,500388.8K $0.14 %
205Ross Stores Inc 1,704388.2K $0.14 %
206TMX Group Ltd 9,500387.5K $0.14 %
207Garmin Ltd 1,533385K $0.14 %
208Epiroc AB 13,403384.6K $0.14 %
209CaixaBank SA 30,066383.5K $0.14 %
210Casey's General Stores Inc 465382.3K $0.14 %
211Kinder Morgan, Inc. 11,611381.7K $0.14 %
212Paychex Inc 4,091378.9K $0.14 %
213Wolters Kluwer NV 4,833378.1K $0.14 %
214Bridgestone Corp 18,000377.1K $0.14 %
215Swedbank AB 10,721376.8K $0.14 %
216Fast Retailing Co Ltd 800375.3K $0.14 %
217VeriSign Inc 1,395374.8K $0.14 %
218Hoya Corp 2,000374.4K $0.14 %
219Vinci SA 2,466373.2K $0.14 %
220Simon Property Group Inc 1,831373K $0.14 %
221State Street Corp 2,422370.2K $0.13 %
222QBE Insurance Group Ltd. 22,456362.3K $0.13 %
223W R Berkley Corp 5,400360.9K $0.13 %
224Arch Capital Group Ltd 3,792358.2K $0.13 %
225MetLife Inc 4,471358.1K $0.13 %
226Monster Beverage Corp 4,641357.7K $0.13 %
227Eversource Energy 5,043356.5K $0.13 %
228KBC Group NV 2,663355.4K $0.13 %
229Halliburton Co 8,391354.9K $0.13 %
230Old Dominion Freight Line Inc 1,667354.1K $0.13 %
231UniCredit SpA 4,577353.7K $0.13 %
232Svenska Handelsbanken AB 24,883352.7K $0.13 %
233L3Harris Technologies Inc 1,095351K $0.13 %
234American Water Works Co Inc 2,732350.8K $0.13 %
235Nasdaq Inc 3,781347.5K $0.13 %
236MS&AD Insurance Group Holdings Inc 13,400347.4K $0.13 %
237Kirin Holdings Co Ltd 22,000347.3K $0.13 %
238Stantec Inc 3,784345.6K $0.13 %
239AIA Group Ltd 31,200343.6K $0.13 %
240American International Group Inc 4,550340.3K $0.12 %
241Cadence Design Systems Inc 1,032340.1K $0.12 %
242Hilton Worldwide Holdings Inc 1,048339.6K $0.12 %
243SGS SA 3,109337.3K $0.12 %
244Otsuka Holdings Co Ltd 4,600337K $0.12 %
245Digital Realty Trust Inc 1,677337K $0.12 %
246Fox Corp 5,301336.6K $0.12 %
247Agilent Technologies Inc 2,904335.6K $0.12 %
248Keurig Dr Pepper Inc 11,401335.2K $0.12 %
249Airbnb Inc 2,385334.8K $0.12 %
250Jack Henry & Associates Inc 2,161332.3K $0.12 %
251WEC Energy Group Inc 2,790329.1K $0.12 %
252Valero Energy Corp 1,296327.3K $0.12 %
253Komatsu Ltd 7,700325.5K $0.12 %
254Rockwell Automation Inc 794324.7K $0.12 %
255Osaka Gas Co Ltd 8,900323.6K $0.12 %
256Air Liquide SA 1,500322.9K $0.12 %
257Transurban Group 31,743322.3K $0.12 %
258NetApp Inc 2,900321.2K $0.12 %
259Rollins Inc 5,755320.7K $0.12 %
260Wartsila OYJ Abp 7,611319.6K $0.12 %
261Sumitomo Mitsui Financial Group Inc 9,000316.9K $0.12 %
262Pembina Pipeline Corp 6,806316.8K $0.12 %
263Fujitsu Ltd 15,600316.8K $0.12 %
264Industria de Diseno Textil SA 5,279316.3K $0.12 %
265Insurance Australia Group Ltd 58,770315.8K $0.11 %
266Sandvik AB 7,524315.6K $0.11 %
267Empire Co Ltd 9,205315.1K $0.11 %
268Compass Group PLC 11,065313K $0.11 %
269Thermo Fisher Scientific Inc 651311.8K $0.11 %
270eBay Inc 3,013311.8K $0.11 %
271S&P Global Inc 722311.3K $0.11 %
272Leidos Holdings Inc 2,034303.5K $0.11 %
273KDDI Corp 18,300301.4K $0.11 %
274Canadian Natural Resources Ltd 6,241297.9K $0.11 %
275East Japan Railway Co 13,700296.9K $0.11 %
276Xylem Inc/NY 2,510296.6K $0.11 %
277Mitsubishi Estate Co Ltd 10,400296.5K $0.11 %
278Cognizant Technology Solutions Corp. 5,595296K $0.11 %
279Mettler-Toledo International Inc 231294.9K $0.11 %
280Kone Oyj 4,544289.2K $0.11 %
281MTU Aero Engines AG 840288.9K $0.11 %
282Hershey Co/The 1,551288.1K $0.10 %
283Sysco Corp 3,847287.4K $0.10 %
284Safran SA 900287K $0.10 %
285Oriental Land Co Ltd/Japan 20,400285.2K $0.10 %
286Raymond James Financial Inc 1,798284.7K $0.10 %
287Hong Kong & China Gas Co Ltd 308,000284.6K $0.10 %
288Secom Co Ltd 7,600279.5K $0.10 %
289Fresenius SE & Co. KGaA 5,720277.3K $0.10 %
290Danaher Corp 1,547276.8K $0.10 %
291CDW Corp/DE 1,993272.9K $0.10 %
292MSCI Inc 459271.5K $0.10 %
293Heidelberg Materials AG 1,221270.4K $0.10 %
294Volvo AB 7,615265.6K $0.10 %
295STERIS PLC 1,185257K $0.09 %
296Essity AB 9,638255.5K $0.09 %
297NVR Inc 39246.3K $0.09 %
298Tractor Supply Co 7,000245.7K $0.09 %
299ResMed Inc 1,085232K $0.08 %
300Bandai Namco Holdings Inc 9,600222.9K $0.08 %

Download this table: CSV, JSON

Sector breakdown

  • Technology 18.6 %
  • Financials 16.1 %
  • Industrials 11.2 %
  • Consumer staples 7.7 %
  • Consumer discretionary 7.5 %
  • Health care 6.7 %
  • Communication 6.6 %
  • Utilities 3.7 %
  • Materials 3.0 %
  • Energy 2.2 %
  • Real estate 0.6 %
  • Unattributed 16.0 %

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

Currency breakdown

  • USD 73.0 %
  • CAD 8.2 %
  • EUR 7.3 %
  • JPY 3.9 %
  • CHF 2.6 %
  • AUD 1.9 %
  • SEK 1.2 %
  • SGD 0.7 %
  • GBP 0.6 %
  • HKD 0.2 %
  • NOK 0.2 %
  • DKK 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 72.1 %
  • Canada 8.2 %
  • Japan 3.9 %
  • Germany 3.2 %
  • Switzerland 2.6 %
  • Australia 1.9 %
  • Sweden 1.0 %
  • France 0.9 %
  • Italy 0.9 %
  • Spain 0.9 %
  • Netherlands 0.8 %
  • Finland 0.8 %
  • Other countries 3.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States168195.3M $72.07 %
2Canada3022.3M $8.24 %
3Japan2710.6M $3.90 %
4Germany128.6M $3.17 %
5Switzerland97M $2.58 %
6Australia95M $1.85 %
7Sweden72.6M $0.97 %
8France62.5M $0.92 %
9Italy42.3M $0.86 %
10Spain42.3M $0.86 %
11Netherlands42.2M $0.81 %
12Finland42.2M $0.79 %
Cite this page

Titelia. "Holdings of 1290 SmartBeta Equity Fund". https://titelia.com/en/funds/S000045912