Titelia

Holdings of AB Global Core Equity Portfolio

AB CAP FUND, INC. · 59 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.6B $ · Ten largest lines: 38.3 % of the equity sleeve

Sector breakdown

  • Technology 27.7 %
  • Financials 9.7 %
  • Communication 7.4 %
  • Health care 6.6 %
  • Consumer discretionary 5.7 %
  • Industrials 2.9 %
  • Energy 2.9 %
  • Consumer staples 1.9 %
  • Materials 1.2 %
  • Unattributed 34.0 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 67.1 %
  • EUR 7.5 %
  • GBP 5.6 %
  • TWD 5.1 %
  • KRW 3.6 %
  • HKD 3.0 %
  • DKK 2.0 %
  • JPY 1.8 %
  • BRL 1.7 %
  • CHF 0.9 %
  • NOK 0.9 %
  • CAD 0.8 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 65.7 %
  • GB 7.0 %
  • TW 5.1 %
  • KR 3.6 %
  • FR 3.3 %
  • HK 3.0 %
  • DK 2.0 %
  • BE 1.9 %
  • JP 1.8 %
  • BR 1.7 %
  • DE 1.7 %
  • CH 0.9 %
  • Other countries 2.3 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValueShare
US341.1B $65.75 %
GB5112.3M $7.00 %
TW182.5M $5.14 %
KR158M $3.61 %
FR452.2M $3.25 %
HK248M $2.99 %
DK231.4M $1.96 %
BE130M $1.87 %
JP229.2M $1.82 %
BR126.8M $1.67 %
DE226.8M $1.67 %
CH114.9M $0.93 %

Positions

CompanySharesValueWeight
Microsoft Corp 248,98992.2M $5.74 %
NVIDIA Corp 488,83885.3M $5.31 %
Taiwan Semiconductor Manufacturing Co Ltd 1,427,00082.5M $5.14 %
Amazon.com Inc 312,36665.1M $4.05 %
Samsung Electronics Co Ltd 495,99258M $3.61 %
Apple Inc 194,70649.4M $3.08 %
Thermo Fisher Scientific Inc 98,80848.6M $3.03 %
Otis Worldwide Corp 611,91247.2M $2.94 %
Fidelity National Financial Inc 983,59745.6M $2.84 %
Alphabet Inc 140,52540.3M $2.51 %
Applied Materials Inc 117,80840.3M $2.51 %
Cboe Global Markets Inc 139,05139.1M $2.43 %
Meta Platforms Inc 66,17337.9M $2.36 %
Visa Inc 114,56634.6M $2.16 %
CME Group Inc 103,64130.6M $1.91 %
Procter & Gamble Co/The 209,55430.3M $1.89 %
Anheuser-Busch InBev SA/NV 433,74230M $1.87 %
Dexcom Inc 462,06929M $1.81 %
Service Corp International/US 344,85028.5M $1.77 %
Shell PLC 612,40928.4M $1.77 %
Blackrock Inc 29,20128.1M $1.75 %
B3 SA - Brasil Bolsa Balcao 7,550,60026.8M $1.67 %
AIA Group Ltd 2,378,80026.4M $1.65 %
ICG PLC 1,198,05824.6M $1.53 %
Zoetis Inc 189,74322.4M $1.40 %
AstraZeneca PLC 113,48822.4M $1.39 %
Tencent Holdings Ltd 342,70021.6M $1.35 %
Leidos Holdings Inc 138,13721.5M $1.34 %
S&P Global Inc 49,97421.3M $1.32 %
Compass Group PLC 741,71920.7M $1.29 %
Spotify Technology SA 42,04720.4M $1.27 %
CBRE Group Inc 145,78119.7M $1.23 %
Newmont Corp 178,60319.3M $1.20 %
DSV A/S 78,02018.8M $1.17 %
Sony Group Corp 894,80018.7M $1.16 %
Elevance Health Inc 63,55318.6M $1.16 %
SLB Ltd 349,72918M $1.12 %
Schneider Electric SE 64,56717.6M $1.10 %
Stryker Corp 50,97016.7M $1.04 %
Experian PLC 471,91416.3M $1.02 %
Marriott International Inc/MD 49,19016.1M $1.00 %
Siemens Energy AG 86,66914.9M $0.93 %
Julius Baer Group Ltd 202,67414.9M $0.93 %
Goldman Sachs Group Inc/The 17,39514.7M $0.92 %
Uber Technologies Inc 198,59614.3M $0.89 %
Salesforce Inc 75,42514.1M $0.88 %
Kongsberg Gruppen ASA 328,69014M $0.87 %
Illumina Inc 112,99113.9M $0.87 %
Teck Resources Ltd 243,01012.6M $0.78 %
Novonesis Novozymes B 211,13712.5M $0.78 %
Christian Dior SE 23,13112.1M $0.75 %
SAP SE 69,52511.9M $0.74 %
Intuit Inc 26,37611.4M $0.71 %
L'Oreal SA 27,86811.4M $0.71 %
Eurazeo SE 235,70311.2M $0.70 %
CVC Capital Partners PLC 837,38110.9M $0.68 %
Alibaba Group Holding Ltd 85,68610.8M $0.67 %
Asahi Group Holdings Ltd 1,058,20510.6M $0.66 %
Smurfit Westrock PLC 258,29510.3M $0.64 %