Titelia

Holdings of Nomura VIP Total Return Series

Delaware VIP Trust · Original filing · Compare with another fund · Report an error

Net assets
35.2M $ including 24.2M $ in equities, 68.6 %
Positions
130 in 12 countries
Bond lines
63 from 49 companies
Top ten
25.7 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Vanguard S&P 500 ETF 4,4192.6M $7.50 %
2NVIDIA Corp 7,7391.3M $3.83 %
3Apple Inc 3,515892.1K $2.53 %
4iShares Core MSCI EAFE ETF 9,622871.1K $2.47 %
5Microsoft Corp 2,026750K $2.13 %
6Exxon Mobil Corp 3,752636.6K $1.81 %
7iShares Trust 7,110565.7K $1.61 %
8Alphabet Inc 1,654475.6K $1.35 %
9Broadcom Inc 1,481458.4K $1.30 %
10Cisco Systems, Inc. 5,136398.5K $1.13 %
11Lam Research Corp 1,771378.4K $1.07 %
12Micron Technology Inc 1,015342.9K $0.97 %
13iShares Core U.S. Aggregate Bond ETF 3,417339.2K $0.96 %
14AbbVie Inc 1,414307.5K $0.87 %
15Merck & Co Inc 2,291275.6K $0.78 %
16Gilead Sciences Inc 1,959273K $0.78 %
17TJX Cos Inc/The 1,665265.9K $0.76 %
18Bank of New York Mellon Corp/The 2,236265.3K $0.75 %
19Verizon Communications Inc 5,076254.8K $0.72 %
20Cardinal Health, Inc. 1,187250.8K $0.71 %
21Ross Stores Inc 1,152249.6K $0.71 %
22Chevron Corp 1,187245.6K $0.70 %
23AT&T Inc 8,398243.5K $0.69 %
24Monolithic Power Systems Inc 220240.5K $0.68 %
25Philip Morris International Inc. 1,447239.2K $0.68 %
26McKesson Corp 273236.2K $0.67 %
27Altria Group, Inc. 3,476229.4K $0.65 %
28KeyCorp 11,407228.7K $0.65 %
29Dell Technologies Inc 1,379226.3K $0.64 %
30Alphabet Inc 761218.3K $0.62 %
31Synchrony Financial 3,097210.7K $0.60 %
32Blackrock Inc 217208.7K $0.59 %
33Bristol-Myers Squibb Co 3,380205K $0.58 %
34Cencora Inc 647203.2K $0.58 %
35Seagate Technology Holdings PLC 512200.6K $0.57 %
36Meta Platforms Inc 342195.7K $0.56 %
37Principal Financial Group Inc 2,162194.8K $0.55 %
38Pfizer Inc 6,776190.3K $0.54 %
39Citizens Financial Group Inc 3,118187K $0.53 %
40American Financial Group Inc/OH 1,403179.2K $0.51 %
41Edison International 2,394175.2K $0.50 %
42State Street Corp 1,369173.3K $0.49 %
43MetLife Inc 2,419171.1K $0.49 %
44CSX Corp 4,054166.4K $0.47 %
45QUALCOMM Inc 1,274164.1K $0.47 %
46Johnson & Johnson 667163K $0.46 %
47Prologis Inc 1,232162.8K $0.46 %
48Duke Energy Corp 1,208158.2K $0.45 %
49Teledyne Technologies Inc 260157.3K $0.45 %
50Dover Corp 741154.5K $0.44 %
51Northrop Grumman Corp 225153.5K $0.44 %
52Wells Fargo & Co 1,916152.5K $0.43 %
53Masco Corp 2,514151.8K $0.43 %
54NetApp Inc 1,482151.7K $0.43 %
55Bank of America Corp 3,079150.1K $0.43 %
56Analog Devices Inc 471149.8K $0.43 %
57PPG Industries Inc 1,401149.7K $0.43 %
58DuPont de Nemours Inc 3,196146.4K $0.42 %
59Intercontinental Exchange Inc 925145.5K $0.41 %
60Marsh & McLennan Cos Inc 835144.8K $0.41 %
61Cigna Group/The 537143.2K $0.41 %
62Amazon.com Inc 685142.7K $0.41 %
63Progressive Corp/The 710140.8K $0.40 %
64Booking Holdings Inc 33138.9K $0.39 %
65Jacobs Solutions Inc 1,087138.4K $0.39 %
66Zoetis Inc 1,150135.9K $0.39 %
67Charles Schwab Corp/The 1,446135.9K $0.39 %
68Carrier Global Corp 2,400135.1K $0.38 %
69eBay Inc 1,482134.9K $0.38 %
70Ameriprise Financial Inc 301133.8K $0.38 %
71Lowe's Cos Inc 559132.1K $0.38 %
72Corebridge Financial Inc 5,387128.5K $0.37 %
73Blackstone Inc 1,117128.4K $0.36 %
74Best Buy Co Inc 1,990127.8K $0.36 %
75NIKE Inc 2,355124.4K $0.35 %
76PNC Financial Services Group Inc/The 586121.9K $0.35 %
77Thermo Fisher Scientific Inc 247121.4K $0.34 %
78PepsiCo Inc 762118.3K $0.34 %
79Procter & Gamble Co/The 806116.4K $0.33 %
80Fidelity National Financial Inc 2,364109.6K $0.31 %
81Qnity Electronics Inc 950109.6K $0.31 %
82United Parcel Service Inc 1,111109.3K $0.31 %
83Accenture PLC 540107.1K $0.30 %
84HP Inc 5,443104.6K $0.30 %
85CDW Corp/DE 80096.8K $0.28 %
86Hershey Co/The 46296K $0.27 %
87Fifth Third Bancorp 2,02394K $0.27 %
88Lockheed Martin Corp 15291.9K $0.26 %
89Huntington Bancshares Inc/OH 5,52186.4K $0.25 %
90Comfort Systems USA Inc 5271.7K $0.20 %
91Expand Energy Corp 65271.6K $0.20 %
92Regions Financial Corp 2,57067.1K $0.19 %
93Artisan Partners Asset Management Inc 1,79365.2K $0.19 %
94Ford Motor Co 4,82455.7K $0.16 %
95Prudential Financial, Inc. 53952.7K $0.15 %
96Expedia Group Inc 20948.3K $0.14 %
97ASML Holding NV 3343.9K $0.12 %
98SIGA Technologies Inc 7,54340.4K $0.11 %
99Coloplast A/S 56838.7K $0.11 %
100Amadeus IT Group SA 63936.5K $0.10 %

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The bonds it holds

49 companies, 63 bond lines. Only issuers whose shares this site already serves appear here.

RankCompanyBond linesValueWeight
1Caesars Entertainment Inc337.3K $0.11 %
2Sealed Air Corp235.5K $0.10 %
3Bath & Body Works Inc222.5K $0.06 %
4Rogers Communications Inc120.5K $0.06 %
5Vistra Corp220.1K $0.06 %
6Iron Mountain Inc119.9K $0.06 %
7SM Energy Co219.8K $0.06 %
8Block Inc119.7K $0.06 %
9Olin Corp119.6K $0.06 %
10Cleveland-Cliffs Inc119.4K $0.06 %
11Boyd Gaming Corp119K $0.05 %
12DaVita Inc218.8K $0.05 %
13Goodyear Tire & Rubber Co/The117.9K $0.05 %
14Tenet Healthcare Corp116.9K $0.05 %
15Magnera Corp116.7K $0.05 %
16Amentum Holdings Inc115.5K $0.04 %
17Enpro Inc115.2K $0.04 %
18Asbury Automotive Group Inc214.5K $0.04 %
19PennyMac Financial Services Inc214.4K $0.04 %
20Acadia Healthcare Co Inc114.4K $0.04 %
21CACI International Inc114.3K $0.04 %
22Snap Inc114.2K $0.04 %
23Capstone Copper Corp113.9K $0.04 %
24Commercial Metals Co113.8K $0.04 %
25USA Compression Partners LP213.1K $0.04 %
26Gray Media Inc211.9K $0.03 %
27NRG Energy Inc110.9K $0.03 %
28Manitowoc Co Inc/The110.5K $0.03 %
29Terex Corp110.1K $0.03 %
30Matador Resources Co110K $0.03 %
31Air Lease Corp110K $0.03 %
32Carpenter Technology Corp19.9K $0.03 %
33Herc Holdings Inc29K $0.03 %
34Phinia Inc18.1K $0.02 %
35Genesis Energy LP28.1K $0.02 %
36Carnival Corp18.1K $0.02 %
37Six Flags Entertainment Corp27K $0.02 %
38Nexstar Media Group Inc16K $0.02 %
39Clear Channel Outdoor Holdings Inc15.3K $0.02 %
40SUNOCO LP15.2K $0.01 %
41Forestar Group Inc14.9K $0.01 %
42Molina Healthcare Inc14.9K $0.01 %
43Bristow Group Inc14K $0.01 %
44Chemours Co/The14K $0.01 %
45Murphy Oil Corp14K $0.01 %
46Starwood Property Trust Inc13.1K $0.01 %
47Zebra Technologies Corp13K $0.01 %
48Versant Media Group Inc12K $0.01 %
49United Airlines Holdings Inc12K $0.01 %

Sector breakdown

  • Technology 25.7 %
  • Funds 13.3 %
  • Financials 12.5 %
  • Health care 10.5 %
  • Communication 5.7 %
  • Consumer discretionary 5.4 %
  • Industrials 4.6 %
  • Consumer staples 3.6 %
  • Energy 2.9 %
  • Utilities 1.4 %
  • Materials 0.9 %
  • Real estate 0.7 %
  • Unattributed 12.8 %

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

Currency breakdown

  • USD 97.2 %
  • EUR 1.5 %
  • DKK 0.4 %
  • GBP 0.4 %
  • JPY 0.3 %
  • SEK 0.2 %
  • CHF 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 97.2 %
  • France 0.5 %
  • Denmark 0.4 %
  • United Kingdom 0.4 %
  • Germany 0.3 %
  • Netherlands 0.3 %
  • Japan 0.3 %
  • Sweden 0.2 %
  • Spain 0.2 %
  • Belgium 0.1 %
  • Switzerland 0.1 %
  • Finland 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States9823.5M $97.16 %
2France5114.1K $0.47 %
3Denmark398.1K $0.41 %
4United Kingdom592.2K $0.38 %
5Germany382.4K $0.34 %
6Netherlands480.5K $0.33 %
7Japan573.9K $0.31 %
8Sweden241.7K $0.17 %
9Spain136.5K $0.15 %
10Belgium128.9K $0.12 %
11Switzerland223.4K $0.10 %
12Finland114.5K $0.06 %
Cite this page

Titelia. "Holdings of Nomura VIP Total Return Series". https://titelia.com/en/funds/S000065940