Titelia

Holdings of JNL/AB Sustainable Global Thematic Fund

JNL Series Trust · Original filing · Compare with another fund · Report an error

Net assets
25.1M $ including 24.1M $ in equities, 96.1 %
Positions
53 in 17 countries
Top ten
32.0 % of net assets
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1Apple Inc 4,5251.1M $4.57 %
2NVIDIA Corp 5,9401M $4.13 %
3Taiwan Semiconductor Manufacturing Co Ltd 2,616884.1K $3.52 %
4Waste Management Inc 3,441790.7K $3.15 %
5Cia de Saneamento Basico do Estado de Sao Paulo SABESP 25,628784.8K $3.13 %
6NextEra Energy Inc 8,313772.1K $3.08 %
7Microsoft Corp 1,870692.2K $2.76 %
8Alphabet Inc 2,328669.4K $2.67 %
9Visa Inc 2,147648.9K $2.58 %
10Halma PLC 12,186618.3K $2.46 %
11AIA Group Ltd 54,700602.4K $2.40 %
12Rockwell Automation Inc 1,546554.8K $2.21 %
13Merck & Co Inc 4,461536.6K $2.14 %
14AstraZeneca PLC 2,763536.2K $2.14 %
15Samsung Electronics Co Ltd 4,477525.9K $2.09 %
16Welltower Inc 2,580510.1K $2.03 %
17Prysmian SpA 4,112481.4K $1.92 %
18McKesson Corp 552477.7K $1.90 %
19Galderma Group AG 2,325453K $1.80 %
20Stryker Corp 1,368449.5K $1.79 %
21WSP Global Inc 2,786433.6K $1.73 %
22Emerson Electric Co. 3,217421.5K $1.68 %
23Cadence Design Systems Inc 1,495415.4K $1.65 %
24Daifuku Co Ltd 11,475404.5K $1.61 %
25Veralto Corp 4,406389.6K $1.55 %
26Medtronic PLC 4,484388.5K $1.55 %
27Cummins Inc 718386.3K $1.54 %
28Tetra Tech Inc 12,794385.4K $1.53 %
29Calix Inc 7,751379.7K $1.51 %
30Sumitomo Electric Industries Ltd. 6,750373.8K $1.49 %
31TE Connectivity PLC 1,787373.5K $1.49 %
32Erste Group Bank AG 3,445373K $1.49 %
33Hitachi Ltd 12,700372.5K $1.48 %
34Broadcom Inc 1,203372.3K $1.48 %
35Fifth Third Bancorp 7,943369K $1.47 %
36Cameco Corp 3,385367.6K $1.46 %
37NXP Semiconductors NV 1,824359.1K $1.43 %
38Shenzhen Inovance Technology Co Ltd 36,500357.1K $1.42 %
39LPL Financial Holdings Inc 1,187357.1K $1.42 %
40London Stock Exchange Group PLC 2,984352.2K $1.40 %
41NatWest Group PLC 47,374350.7K $1.40 %
42Flex Ltd 5,075332.2K $1.32 %
43Crowdstrike Holdings Inc 806314.7K $1.25 %
44NU Holdings Ltd/Cayman Islands 21,479308.7K $1.23 %
45Huron Consulting Group Inc 2,394305.2K $1.22 %
46Qnity Electronics Inc 2,345270.6K $1.08 %
47Apollo Hospitals Enterprise Ltd 3,385268.7K $1.07 %
48Sandvik AB 6,522249.7K $0.99 %
49Nissan Chemical Corp 6,325243.9K $0.97 %
50BPER Banca SPA 17,973235.4K $0.94 %
51Metso Oyj 10,878186.8K $0.74 %
52STERIS PLC 590130.5K $0.52 %
53Mirion Technologies Inc 6,259116.4K $0.46 %

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Sector breakdown

  • Technology 29.9 %
  • Financials 13.9 %
  • Health care 11.5 %
  • Industrials 10.5 %
  • Utilities 3.2 %
  • Communication 2.8 %
  • Real estate 2.1 %
  • Materials 1.5 %
  • Unattributed 24.6 %

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

Currency breakdown

  • USD 66.0 %
  • GBP 7.7 %
  • JPY 5.8 %
  • EUR 5.3 %
  • BRL 3.3 %
  • HKD 2.5 %
  • KRW 2.2 %
  • CHF 1.9 %
  • CAD 1.8 %
  • CNY 1.5 %
  • INR 1.1 %
  • SEK 1.0 %

The quoted currency of each line, as declared.

Country breakdown

  • United States 57.9 %
  • United Kingdom 7.7 %
  • Japan 5.8 %
  • Taiwan 3.7 %
  • Canada 3.3 %
  • Brazil 3.3 %
  • Italy 3.0 %
  • Hong Kong SAR China 2.5 %
  • South Korea 2.2 %
  • Switzerland 1.9 %
  • Austria 1.5 %
  • Netherlands 1.5 %
  • Other countries 5.8 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States2914M $57.93 %
2United Kingdom41.9M $7.70 %
3Japan41.4M $5.78 %
4Taiwan1884.1K $3.67 %
5Canada2801.2K $3.32 %
6Brazil1784.8K $3.25 %
7Italy2716.8K $2.97 %
8Hong Kong SAR China1602.4K $2.50 %
9South Korea1525.9K $2.18 %
10Switzerland1453K $1.88 %
11Austria1373K $1.55 %
12Netherlands1359.1K $1.49 %
Cite this page

Titelia. "Holdings of JNL/AB Sustainable Global Thematic Fund". https://titelia.com/en/funds/S000075429