Titelia

Holdings of Victory Global Equity Income Fund

Victory Portfolios III · 124 declared positions · as of Feb 28, 2026

Original filing · Net assets 79.7M $ · Ten largest lines: 17.9 % of the equity sleeve

Sector breakdown

  • Technology 11.0 %
  • Health care 10.6 %
  • Financials 9.5 %
  • Energy 4.2 %
  • Consumer staples 2.5 %
  • Utilities 1.3 %
  • Communication 1.3 %
  • Industrials 1.2 %
  • Consumer discretionary 1.2 %
  • Materials 0.4 %
  • Unattributed 56.6 %

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 48.7 %
  • EUR 17.9 %
  • JPY 9.3 %
  • GBP 7.5 %
  • CAD 6.7 %
  • CHF 4.3 %
  • SGD 1.9 %
  • HKD 1.7 %
  • AUD 1.6 %
  • SEK 0.4 %

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 49.3 %
  • JP 9.3 %
  • GB 7.5 %
  • CA 6.0 %
  • ES 4.8 %
  • DE 4.8 %
  • CH 4.3 %
  • FR 3.6 %
  • NL 2.3 %
  • SG 1.9 %
  • HK 1.7 %
  • AU 1.6 %
  • Other countries 2.8 %

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

CountryLinesValueShare
US6639.2M $49.33 %
JP107.4M $9.35 %
GB95.9M $7.49 %
CA74.8M $6.03 %
ES43.8M $4.81 %
DE53.8M $4.77 %
CH43.4M $4.29 %
FR42.9M $3.60 %
NL31.8M $2.32 %
SG21.5M $1.93 %
HK21.3M $1.70 %
AU41.3M $1.58 %

Positions

CompanySharesValueWeight
Fujikura Ltd. 11,1001.9M $2.38 %
Apple Inc 5,8131.5M $1.93 %
Banco Bilbao Vizcaya Argentaria SA 64,0101.5M $1.86 %
Cisco Systems, Inc. 18,4361.5M $1.84 %
Engie SA 39,8671.4M $1.71 %
HSBC Holdings PLC 72,1131.3M $1.69 %
Novartis AG 7,7441.3M $1.63 %
Applied Materials Inc 3,4221.3M $1.60 %
Kinross Gold Corp 34,3841.3M $1.59 %
Canadian Imperial Bank of Commerce 12,3441.2M $1.56 %
KLA Corp 7951.2M $1.52 %
AbbVie Inc 5,0181.2M $1.46 %
Lam Research Corp 4,9261.2M $1.44 %
Johnson & Johnson 4,5521.1M $1.42 %
Yangzijiang Shipbuilding Holdings Ltd 327,8001.1M $1.41 %
Roche Holding AG 2,3541.1M $1.41 %
Heidelberg Materials AG 4,9781.1M $1.39 %
Koninklijke KPN NV 191,5871.1M $1.37 %
Tesco PLC 167,6251.1M $1.36 %
Suncor Energy Inc 18,9821.1M $1.34 %
Banco Santander SA 84,5171.1M $1.34 %
Coca-Cola HBC AG 16,2581.1M $1.32 %
Iberdrola SA 44,5131.1M $1.32 %
Allianz SE 2,3081M $1.30 %
Gilead Sciences Inc 6,8021M $1.27 %
Tokyo Gas Co Ltd 19,200942.6K $1.18 %
TE Connectivity PLC 4,079938.8K $1.18 %
Philip Morris International Inc. 4,706879.2K $1.10 %
Enel SpA 71,857864K $1.08 %
QUALCOMM Inc 6,027858K $1.08 %
EOG Resources Inc 6,910857.4K $1.08 %
Bristol-Myers Squibb Co 12,738794.5K $1.00 %
Cie de Saint-Gobain SA 7,824792.8K $0.99 %
WH Group Ltd 621,000780.7K $0.98 %
Synchrony Financial 10,709740.1K $0.93 %
Nitto Denko Corp 31,900739.8K $0.93 %
Steel Dynamics Inc 3,775729.1K $0.91 %
Lockheed Martin Corp 1,084713.4K $0.89 %
Goldman Sachs Group Inc/The 826710K $0.89 %
CF Industries Holdings Inc 7,121708.8K $0.89 %
Shell PLC 16,748701.3K $0.88 %
JPMorgan Chase & Co 2,333700.6K $0.88 %
Altria Group, Inc. 10,062694.7K $0.87 %
Komatsu Ltd 14,400691.3K $0.87 %
Tokio Marine Holdings Inc 16,600689.5K $0.86 %
Deutsche Telekom AG 17,129687.8K $0.86 %
CH Robinson Worldwide Inc 3,709687.1K $0.86 %
Koninklijke Ahold Delhaize NV 13,863685K $0.86 %
NetApp Inc 6,779671.3K $0.84 %
Sompo Holdings Inc 16,900670.6K $0.84 %
EMCOR Group Inc 923668.8K $0.84 %
Fidelity National Financial Inc 12,078638.7K $0.80 %
Valero Energy Corp 3,017617.4K $0.77 %
American Financial Group Inc/OH 4,623614.8K $0.77 %
Galp Energia SGPS SA 28,116610K $0.77 %
Kimberly-Clark Corp 5,331594.1K $0.75 %
SBI Holdings Inc 27,400586.1K $0.74 %
Isuzu Motors Ltd 30,700572.2K $0.72 %
Techtronic Industries Co Ltd 35,000566.9K $0.71 %
Merck & Co Inc 4,545562.8K $0.71 %
Gildan Activewear Inc 8,192558.4K $0.70 %
Nucor Corp 3,060541.3K $0.68 %
Devon Energy Corp 12,350537.6K $0.67 %
Marathon Petroleum Corp 2,630521.3K $0.65 %
W R Berkley Corp 7,257520.3K $0.65 %
Eiffage SA 2,996516.6K $0.65 %
Ameriprise Financial Inc 1,081508.2K $0.64 %
Deutsche Post AG 8,611507K $0.64 %
Masco Corp 7,025503.1K $0.63 %
Packaging Corp of America 2,139496.5K $0.62 %
Logitech International SA 5,368492.6K $0.62 %
Holcim AG 5,357492.6K $0.62 %
Imperial Brands PLC 10,966491.1K $0.62 %
McKesson Corp 479473K $0.59 %
Cardinal Health, Inc. 2,041467.9K $0.59 %
Bank of Ireland Group PLC 23,666462.5K $0.58 %
Cognizant Technology Solutions Corp. 7,076455.9K $0.57 %
Origin Energy Ltd 52,667455.5K $0.57 %
GEA Group AG 5,776447.8K $0.56 %
Reliance Inc 1,400441.9K $0.55 %
Cincinnati Financial Corp 2,647434.1K $0.54 %
Lowe's Cos Inc 1,607425.2K $0.53 %
Intertek Group PLC 6,655424K $0.53 %
HP Inc 22,233422.2K $0.53 %
Colgate-Palmolive Co 4,250421.3K $0.53 %
PNC Financial Services Group Inc/The 1,978420K $0.53 %
Oversea-Chinese Banking Corp Ltd 24,100407.9K $0.51 %
Interactive Brokers Group Inc 5,720407.2K $0.51 %
Sysco Corp 4,313393.2K $0.49 %
Ovintiv Inc 7,769393K $0.49 %
Capital One Financial Corp 1,998390.9K $0.49 %
Expeditors International of Washington Inc 2,680388.7K $0.49 %
Canadian Natural Resources Ltd 8,807385.3K $0.48 %
American Express Co 1,243384K $0.48 %
Cigna Group/The 1,318382K $0.48 %
Best Buy Co Inc 6,114378.9K $0.48 %
Nutrien Ltd 4,811361.9K $0.45 %
Glencore PLC 48,514350.5K $0.44 %
Owens Corning 2,830345.5K $0.43 %
Verizon Communications Inc 6,817341.8K $0.43 %
Williams-Sonoma Inc 1,656340.6K $0.43 %
Shin-Etsu Chemical Co Ltd 8,300326.8K $0.41 %
OGE Energy Corp 6,612324.9K $0.41 %
Clorox Co/The 2,483315.7K $0.40 %
UnitedHealth Group Inc 1,075315.3K $0.40 %
Shionogi & Co Ltd 12,900304.6K $0.38 %
Accenture PLC 1,455303.7K $0.38 %
TJX Cos Inc/The 1,859300.5K $0.38 %
Sun Life Financial Inc 4,577300K $0.38 %
Telefonaktiebolaget LM Ericsson 25,381293.5K $0.37 %
Computershare Ltd 12,619278.2K $0.35 %
United Parcel Service Inc 2,372275.1K $0.34 %
QBE Insurance Group Ltd. 16,950263.2K $0.33 %
BP PLC 40,298261.1K $0.33 %
Coles Group Ltd 17,307253.8K $0.32 %
Reckitt Benckiser Group PLC 2,636232.2K $0.29 %
Repsol SA 9,647218.3K $0.27 %
Target Corp 1,848210.3K $0.26 %
Everest Group Ltd 622208.7K $0.26 %
Sanofi SA 1,923188.1K $0.24 %
Western Union Co/The 18,329176.5K $0.22 %
Cenovus Energy Inc 6,566146.3K $0.18 %
Booz Allen Hamilton Holding Corp 1,341105.7K $0.13 %
LyondellBasell Industries NV 1,21870.1K $0.09 %