Titelia

Holdings of International Growth Portfolio

PACIFIC SELECT FUND · Original filing · Compare with another fund · Report an error

Net assets
645.7M $ including 603.5M $ in equities, 93.5 %
Positions
62 in 17 countries
Top ten
28.8 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1ASML Holding NV 20,25326.9M $4.17 %
2AstraZeneca PLC 108,45921.2M $3.28 %
3Taiwan Semiconductor Manufacturing Co Ltd 332,37619.2M $2.98 %
4Siemens Energy AG 108,74318.8M $2.90 %
5HSBC Holdings PLC 1,137,49218.7M $2.89 %
6BAE Systems PLC 609,95517.9M $2.77 %
7Hoya Corp 97,46216.9M $2.62 %
8Prysmian SpA 132,38515.6M $2.42 %
9Mitsubishi UFJ Financial Group Inc 919,30915.6M $2.41 %
10E.ON SE 704,30115.4M $2.39 %
11Agnico Eagle Mines Ltd 75,22015.3M $2.36 %
12Safran SA 44,97014.7M $2.28 %
13Schneider Electric SE 53,81414.7M $2.27 %
14UCB SA 44,48013.4M $2.08 %
15Industria de Diseno Textil SA 226,41913.2M $2.04 %
16Banco Santander SA 1,119,09812.5M $1.94 %
17Danone SA 145,66511.6M $1.80 %
18Sony Group Corp 549,30611.4M $1.77 %
19Brambles Ltd 711,30711.2M $1.73 %
20Galderma Group AG 56,39411.1M $1.72 %
21Cie Financiere Richemont SA 62,76711.1M $1.72 %
22L'Oreal SA 26,13610.7M $1.65 %
23Unilever PLC 192,18210.6M $1.63 %
24Loblaw Cos Ltd 228,14410.4M $1.61 %
25Mitsubishi Heavy Industries Ltd 364,01210M $1.55 %
26Tencent Holdings Ltd 155,5649.8M $1.52 %
27Dollarama Inc 78,1669.6M $1.49 %
28Rio Tinto PLC 101,7619.4M $1.46 %
29NatWest Group PLC 1,248,1729.2M $1.43 %
30Tesco PLC 1,460,9479.2M $1.42 %
31Tokyo Electron Ltd 35,9398.9M $1.38 %
32AXA SA 184,9528.5M $1.32 %
33Terumo Corp 592,6568M $1.23 %
34Hermes International SCA 4,1767.9M $1.23 %
35Sandvik AB 205,6977.9M $1.22 %
36Alcon AG 104,5117.9M $1.22 %
37KBC Group NV 60,0547.4M $1.14 %
38Keyence Corp 20,4607.3M $1.13 %
39SoftBank Group Corp 282,9226.9M $1.07 %
40London Stock Exchange Group PLC 57,8106.8M $1.06 %
41Ryanair Holdings PLC 237,6976.7M $1.04 %
42Pan Pacific International Holdings Corp. 1,083,4876.6M $1.02 %
43Lasertec Corp 29,4966.6M $1.02 %
44ASM International NV 8,3696.3M $0.98 %
45Engie SA 193,9466.3M $0.97 %
46Sea Ltd 73,8726.1M $0.95 %
47Sumitomo Electric Industries Ltd. 105,6366M $0.93 %
48Roche Holding AG 14,9746M $0.93 %
49EssilorLuxottica SA 25,0235.8M $0.90 %
50Spotify Technology SA 11,9745.8M $0.90 %
51Deutsche Boerse AG 17,7005.2M $0.80 %
52Heidelberg Materials AG 24,3865.1M $0.80 %
53Woodside Energy Group Ltd 209,1505M $0.77 %
543i Group PLC 148,1614.8M $0.75 %
55Intesa Sanpaolo SpA 765,6004.6M $0.72 %
56SAP SE 26,8644.6M $0.71 %
57ORIX Corp 147,4224.4M $0.68 %
58WuXi AppTec Co Ltd 275,7984.2M $0.65 %
59Adyen NV 3,1173.1M $0.48 %
60Airbus SE 16,0713M $0.47 %
61Shin-Etsu Chemical Co Ltd 70,3602.9M $0.44 %
62Pro Medicus Ltd 19,9541.6M $0.25 %

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Sector breakdown

  • Financials 14.8 %
  • Technology 14.7 %
  • Industrials 13.1 %
  • Health care 10.5 %
  • Consumer discretionary 7.5 %
  • Communication 5.6 %
  • Consumer staples 5.4 %
  • Materials 5.4 %
  • Utilities 3.6 %
  • Unattributed 19.4 %

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

Currency breakdown

  • EUR 40.1 %
  • JPY 18.5 %
  • GBP 17.9 %
  • CHF 6.0 %
  • USD 4.5 %
  • CAD 3.3 %
  • TWD 3.2 %
  • AUD 2.9 %
  • HKD 2.3 %
  • SEK 1.3 %

The quoted currency of each line, as declared.

Country breakdown

  • Japan 18.5 %
  • United Kingdom 17.9 %
  • France 13.8 %
  • Germany 8.1 %
  • Netherlands 6.0 %
  • Switzerland 6.0 %
  • Canada 5.8 %
  • Spain 4.3 %
  • Belgium 3.4 %
  • Italy 3.4 %
  • Taiwan 3.2 %
  • Australia 2.9 %
  • Other countries 6.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1Japan13111.4M $18.46 %
2United Kingdom9107.8M $17.87 %
3France983.2M $13.79 %
4Germany549.1M $8.13 %
5Netherlands336.4M $6.03 %
6Switzerland436M $5.97 %
7Canada335.3M $5.84 %
8Spain225.7M $4.26 %
9Belgium220.8M $3.44 %
10Italy220.3M $3.36 %
11Taiwan119.2M $3.19 %
12Australia317.8M $2.94 %
Cite this page

Titelia. "Holdings of International Growth Portfolio". https://titelia.com/en/funds/S000073712