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
101Sodexo SA 69735.8K $0.10 %
102SAP SE 20835.5K $0.10 %
103Amcor PLC 87634.8K $0.10 %
104adidas AG 19932.2K $0.09 %
105Novo Nordisk A/S 85131.1K $0.09 %
106Anheuser-Busch InBev SA/NV 41828.9K $0.08 %
107DSV A/S 11728.3K $0.08 %
108Air Liquide SA 13527.9K $0.08 %
109Makita Corp 80026.3K $0.07 %
110Wolters Kluwer NV 33625.1K $0.07 %
111LVMH Moet Hennessy Louis Vuitton SE 4424.1K $0.07 %
112Intertek Group PLC 48723.7K $0.07 %
113Kao Corp. 60023.4K $0.07 %
114Diageo PLC 1,20622.4K $0.06 %
115Atlas Copco AB 1,43422.4K $0.06 %
116Securitas AB 1,15319.3K $0.05 %
117London Stock Exchange Group PLC 13816.3K $0.05 %
118Smith & Nephew PLC 99015.7K $0.04 %
119Nestle SA 15815.5K $0.04 %
120Knorr-Bremse AG 12914.7K $0.04 %
121Kone Oyj 22714.5K $0.04 %
122Unilever PLC 25714.1K $0.04 %
123Schneider Electric SE 5013.6K $0.04 %
124Publicis Groupe SA 15412.7K $0.04 %
125Pluxee NV 86810.7K $0.03 %
126KDDI Corp 60010.2K $0.03 %
127Seven & i Holdings Co Ltd 6008.1K $0.02 %
128Alcon AG 1047.9K $0.02 %
129Asahi Group Holdings Ltd 6006K $0.02 %
130Magnum Ice Cream Co NV/The 61895.4 $0.00 %

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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