Titelia

Holdings of MFS Research International Portfolio

MFS VARIABLE INSURANCE TRUST II ·113 declared positions · as of Mar 31, 2026

Original filing · Net assets 346.3M $ · Ten largest lines: 21.4 % of the equity sleeve

Sector breakdown

  • Financials 17.5 %
  • Industrials 9.2 %
  • Technology 7.4 %
  • Materials 5.8 %
  • Health care 5.2 %
  • Energy 4.0 %
  • Consumer staples 3.3 %
  • Utilities 2.1 %
  • Consumer discretionary 1.9 %
  • Communication 1.8 %
  • Unattributed 41.6 %

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

Currency breakdown

  • EUR 30.8 %
  • JPY 22.6 %
  • GBP 16.5 %
  • USD 8.1 %
  • CHF 6.7 %
  • HKD 2.9 %
  • CAD 2.7 %
  • AUD 2.5 %
  • TWD 1.8 %
  • KRW 1.4 %
  • INR 1.2 %
  • SEK 0.9 %
  • BRL 0.9 %
  • THB 0.5 %
  • DKK 0.5 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 22.6 %
  • GB 15.4 %
  • FR 11.2 %
  • US 7.3 %
  • NL 6.9 %
  • CH 6.7 %
  • DE 4.5 %
  • IT 2.8 %
  • CA 2.7 %
  • HK 2.5 %
  • AU 2.5 %
  • IE 1.8 %
  • Other countries 12.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1JP2778.1M $22.65 %
2GB1753.2M $15.45 %
3FR938.6M $11.21 %
4US725.3M $7.35 %
5NL723.9M $6.92 %
6CH623.1M $6.69 %
7DE615.6M $4.52 %
8IT29.6M $2.80 %
9CA49.3M $2.69 %
10HK38.6M $2.50 %
11AU68.5M $2.47 %
12IE26.3M $1.82 %

Positions

RankCompanySharesValueWeight
1Mizuho Financial Group Inc 257,10010.3M $2.96 %
2Schneider Electric SE 33,1579.1M $2.63 %
3Hitachi Ltd 279,1008.2M $2.36 %
4Novartis AG 51,3457.8M $2.25 %
5TotalEnergies SE 78,6337.3M $2.10 %
6ASML Holding NV 5,1006.8M $1.95 %
7Linde PLC 13,0716.5M $1.87 %
8MFS Institutional Money Market Portfolio 6,371,2286.4M $1.84 %
9Taiwan Semiconductor Manufacturing Co Ltd 110,8046.2M $1.80 %
10AstraZeneca PLC 28,1595.5M $1.59 %
11Tokyo Electron Ltd 21,4005.2M $1.51 %
12Eni SpA 180,1125.1M $1.48 %
13British American Tobacco PLC 86,2845M $1.45 %
14ING Groep NV 188,7624.9M $1.42 %
15AIA Group Ltd 434,8004.9M $1.41 %
16Barclays PLC 903,8134.8M $1.38 %
17Roche Holding AG 11,9524.7M $1.36 %
18Haleon PLC 948,2354.7M $1.35 %
19Toronto-Dominion Bank/The 50,0014.7M $1.35 %
20Euronext NV 28,9614.7M $1.35 %
21BNP Paribas SA 48,6284.6M $1.34 %
22National Grid PLC 272,3644.6M $1.33 %
23BPER Banca SPA 346,8824.5M $1.31 %
24Glencore PLC 587,4924.5M $1.29 %
25Legrand SA 28,8014.5M $1.29 %
26UBS Group AG 106,1414.1M $1.19 %
27Bank of Ireland Group PLC 225,5404.1M $1.19 %
28Banco Bilbao Vizcaya Argentaria SA 187,8004.1M $1.18 %
29Galp Energia SGPS SA 166,0574M $1.16 %
30Hiscox Ltd 186,0643.7M $1.08 %
31Mitsubishi Electric Corp 112,1003.7M $1.06 %
32MTU Aero Engines AG 10,1383.6M $1.05 %
33LVMH Moet Hennessy Louis Vuitton SE 6,4983.6M $1.04 %
34Sompo Holdings Inc 92,2003.6M $1.04 %
35Thales SA 12,2663.6M $1.04 %
36Shin-Etsu Chemical Co Ltd 87,2003.5M $1.02 %
37Samsung Electronics Co Ltd 31,5443.5M $1.02 %
38Mastercard Inc 6,9593.5M $1.00 %
39Rio Tinto PLC 36,3073.4M $0.97 %
40KDDI Corp 195,7003.4M $0.97 %
41NatWest Group PLC 451,0043.3M $0.97 %
42London Stock Exchange Group PLC 27,8713.3M $0.95 %
43Daiichi Sankyo Co Ltd 186,2003.3M $0.95 %
44Atlas Copco AB 183,9383.2M $0.93 %
45Mitsui & Co Ltd 83,7003.2M $0.93 %
46Aon PLC 9,8223.2M $0.92 %
47Sony Group Corp 150,7003.1M $0.90 %
48B3 SA - Brasil Bolsa Balcao 873,7003.1M $0.90 %
49Cie Financiere Richemont SA 17,3633.1M $0.89 %
50Taisei Corp 28,5003M $0.86 %
51Disco Corp 7,2002.9M $0.83 %
52Suzuki Motor Corp 234,9002.8M $0.81 %
53Koninklijke KPN NV 500,5202.8M $0.80 %
54Banco Bradesco SA 750,9802.7M $0.79 %
55Techtronic Industries Co Ltd 195,5002.6M $0.75 %
56Merck KGaA 20,9072.6M $0.75 %
57E.ON SE 117,9532.6M $0.74 %
58Fujitsu Ltd 125,8002.6M $0.74 %
59Pernod Ricard SA 33,8382.5M $0.73 %
60Beiersdorf AG 28,1542.5M $0.72 %
61Keyence Corp 7,0002.5M $0.72 %
62GEA Group AG 34,9582.5M $0.71 %
63HDFC Bank Ltd 310,1932.5M $0.71 %
64Daikin Industries Ltd 20,3002.5M $0.71 %
65Weir Group PLC/The 61,9592.3M $0.67 %
66Spotify Technology SA 4,6372.2M $0.65 %
67QIAGEN NV 54,9082.2M $0.64 %
68Davide Campari-Milano NV 307,6092.2M $0.63 %
69RB Global Inc 22,7062.2M $0.63 %
70CSL Ltd 22,1322.2M $0.63 %
71Cellnex Telecom SA 66,9452.2M $0.63 %
72Willis Towers Watson PLC 7,4382.2M $0.62 %
73Pan Pacific International Holdings Corp. 333,6002M $0.59 %
74Beazley PLC 122,0042M $0.59 %
75Unicharm Corp 348,5002M $0.59 %
76Jeronimo Martins SGPS SA 82,5842M $0.57 %
77Spirax Group PLC 22,0722M $0.57 %
78Next PLC 11,6592M $0.57 %
79Convatec Group PLC 682,0072M $0.57 %
80Cie Generale des Etablissements Michelin SCA 57,4142M $0.56 %
81Alcon AG 25,6051.9M $0.55 %
82Ajinomoto Co Inc 65,3001.8M $0.53 %
83Symrise AG 21,2281.8M $0.52 %
84Terumo Corp 131,2001.8M $0.51 %
85Constellation Software Inc/Canada 9781.7M $0.50 %
86Croda International PLC 44,6401.7M $0.48 %
87James Hardie Industries PLC 90,0441.7M $0.48 %
88Advanced Info Service PCL 139,5001.6M $0.46 %
89Novonesis Novozymes B 26,5731.6M $0.45 %
90Shimano Inc 14,8001.6M $0.45 %
91Babcock International Group PLC 100,6481.6M $0.45 %
92Wolters Kluwer NV 20,6581.5M $0.45 %
93Reliance Industries Ltd 105,9311.5M $0.44 %
94Accor SA 31,3131.5M $0.43 %
95Qantas Airways Ltd 241,2861.4M $0.41 %
96Sika AG 8,4341.4M $0.41 %
97Cadence Design Systems Inc 4,9851.4M $0.40 %
98FUJIFILM Holdings Corp 67,7001.3M $0.37 %
99Aristocrat Leisure Ltd 38,4201.2M $0.35 %
100Samsung Fire & Marine Insurance Co Ltd 3,9981.2M $0.33 %