Titelia

Holdings of Transamerica Large Core ESG

TRANSAMERICA FUNDS · Original filing · Compare with another fund · Report an error

Net assets
172.7M $ including 172.3M $ in equities, 99.8 %
Positions
126 in 3 countries
Top ten
38.2 % of net assets
Filed on
Apr 30, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 76,07515.2M $8.79 %
2Microsoft Corp 24,86310.1M $5.87 %
3Apple Inc 33,4799.1M $5.26 %
4Broadcom Inc 15,7626.6M $3.81 %
5Alphabet Inc 14,0975.4M $3.14 %
6Amazon.com Inc 19,2635.1M $2.96 %
7JPMorgan Chase & Co 12,6994M $2.30 %
8Alphabet Inc 9,9533.8M $2.20 %
9Eli Lilly & Co 3,6023.4M $1.95 %
10Visa Inc 9,9533.3M $1.90 %
11Mastercard Inc 5,4782.8M $1.59 %
12Procter & Gamble Co/The 17,8462.6M $1.52 %
13Bank of America Corp 49,0862.6M $1.52 %
14Caterpillar Inc 2,9062.6M $1.50 %
15AbbVie Inc 11,8292.5M $1.45 %
16Home Depot Inc/The 7,4172.4M $1.41 %
17Lam Research Corp 9,0872.3M $1.36 %
18Goldman Sachs Group Inc/The 2,4522.3M $1.31 %
19Micron Technology Inc 4,3432.2M $1.30 %
20Cisco Systems, Inc. 23,1602.1M $1.23 %
21Linde PLC 4,2122.1M $1.22 %
22ConocoPhillips 16,6372.1M $1.21 %
23Verizon Communications Inc 42,4012M $1.18 %
24Meta Platforms Inc 3,3272M $1.18 %
25Merck & Co Inc 18,5462M $1.17 %
26Baker Hughes Co 28,9002M $1.17 %
27Automatic Data Processing Inc 9,4932M $1.16 %
28Trane Technologies PLC 4,0742M $1.16 %
29Bristol-Myers Squibb Co 32,3392M $1.13 %
30Advanced Micro Devices Inc 5,2771.9M $1.08 %
31Honeywell International Inc 8,4871.8M $1.05 %
32Electronic Arts Inc 8,7041.8M $1.02 %
33Darden Restaurants Inc 8,7411.8M $1.01 %
34Adobe Inc 6,8341.7M $0.97 %
35Booking Holdings Inc 9,7571.6M $0.95 %
36American Express Co 4,8231.6M $0.90 %
37Intuit Inc 3,8901.5M $0.87 %
38Sempra 15,4241.5M $0.85 %
39Valero Energy Corp 5,7891.5M $0.85 %
40Hartford Insurance Group Inc/The 10,3001.4M $0.82 %
41State Street SPDR S&P 500 ETF Trust 1,7781.3M $0.74 %
42General Dynamics Corp 3,6041.2M $0.72 %
43Applied Materials Inc 3,0871.2M $0.71 %
44Chubb Ltd 3,6881.2M $0.70 %
45Howmet Aerospace Inc 4,9211.2M $0.69 %
46QUALCOMM Inc 6,6091.2M $0.69 %
47Union Pacific Corp 4,3921.2M $0.69 %
48Prologis Inc 8,0591.1M $0.66 %
49Cummins Inc 1,6761.1M $0.65 %
50Coca-Cola Co/The 14,1841.1M $0.65 %
51Nexstar Media Group Inc 5,3371.1M $0.64 %
52RTX Corp 6,3041.1M $0.64 %
53Arista Networks Inc 6,2041.1M $0.62 %
54AT&T Inc 40,8741.1M $0.62 %
55US Bancorp 18,2961M $0.60 %
56Accenture PLC 5,297946.6K $0.55 %
57GE Vernova Inc 873945.9K $0.55 %
58McKesson Corp 1,157943.2K $0.55 %
59Tesla Inc 2,464940.3K $0.54 %
60Ecolab Inc 3,435895.2K $0.52 %
61Salesforce Inc 4,937871.5K $0.50 %
62Uber Technologies Inc 11,658869.8K $0.50 %
63Newmont Corp 7,677852.8K $0.49 %
64eBay Inc 7,917819.3K $0.47 %
65ResMed Inc 3,627775.5K $0.45 %
66Duke Energy Corp 5,792750.4K $0.43 %
67Citigroup Inc 5,781739.9K $0.43 %
68Edison International 9,779679.5K $0.39 %
69Western Digital Corp 1,539668.7K $0.39 %
70Best Buy Co Inc 10,856656.7K $0.38 %
71Vertex Pharmaceuticals Inc 1,448618.8K $0.36 %
72Intel Corp 6,157581.7K $0.34 %
73Devon Energy Corp 11,267578.8K $0.34 %
74Colgate-Palmolive Co 6,629565.9K $0.33 %
75Fortinet Inc 6,673562.6K $0.33 %
76KLA Corp 318556.6K $0.32 %
77Dollar General Corp 4,786554.6K $0.32 %
78Berkshire Hathaway Inc 1,169553.6K $0.32 %
79CRH PLC 4,580542.4K $0.31 %
80Gilead Sciences Inc 4,123539.5K $0.31 %
81Church & Dwight Co Inc 5,325516.8K $0.30 %
82Kimberly-Clark Corp 5,108502.8K $0.29 %
83Public Service Enterprise Group Inc 5,488448.2K $0.26 %
84Target Corp 3,311429.6K $0.25 %
85General Motors Co 5,554427K $0.25 %
86Seagate Technology Holdings PLC 618416.3K $0.24 %
87Johnson Controls International plc 2,658388.1K $0.22 %
88Cigna Group/The 1,304378.9K $0.22 %
89Amgen Inc 981339.7K $0.20 %
90Ralph Lauren Corp 893320.3K $0.19 %
91Progressive Corp/The 1,552312.4K $0.18 %
92Exelon Corp 6,765311.1K $0.18 %
93International Business Machines Corp. 1,340309.5K $0.18 %
94Las Vegas Sands Corp 5,456298K $0.17 %
95Tapestry Inc 2,016292.4K $0.17 %
96SLB Ltd 4,810273.6K $0.16 %
97Danaher Corp 1,517271.5K $0.16 %
98Cardinal Health, Inc. 1,357261.7K $0.15 %
99TechnipFMC PLC 3,354253.5K $0.15 %
1003M Co 1,721252.2K $0.15 %

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Sector breakdown

  • Technology 35.8 %
  • Financials 12.9 %
  • Industrials 9.7 %
  • Communication 9.4 %
  • Consumer discretionary 8.6 %
  • Health care 8.3 %
  • Consumer staples 3.3 %
  • Energy 2.8 %
  • Materials 2.6 %
  • Utilities 2.3 %
  • Real estate 0.8 %
  • Unattributed 3.6 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 99.6 %
  • Ireland 0.2 %
  • United Kingdom 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States124171.7M $99.63 %
2Ireland1388.1K $0.23 %
3United Kingdom1253.5K $0.15 %
Cite this page

Titelia. "Holdings of Transamerica Large Core ESG". https://titelia.com/en/funds/S000054681