Titelia

Holdings of DWS Equity Sector Strategy Fund

DEUTSCHE DWS ASSET ALLOCATION TRUST ·267 declared positions · as of Feb 28, 2026

Original filing · Net assets 95.1M $ · Ten largest lines: 37.8 % of the equity sleeve

Sector breakdown

  • Technology 32.8 %
  • Financials 16.9 %
  • Health care 13.3 %
  • Communication 11.9 %
  • Industrials 7.2 %
  • Consumer discretionary 5.2 %
  • Utilities 4.5 %
  • Consumer staples 2.7 %
  • Materials 1.4 %
  • Energy 0.6 %
  • Real estate 0.4 %
  • Unattributed 3.0 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 99.5 %
  • IE 0.3 %
  • NL 0.1 %
  • BM 0.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US26394.5M $99.51 %
2IE2256.1K $0.27 %
3NL1113.5K $0.12 %
4BM195.8K $0.10 %

Positions

RankCompanySharesValueWeight
101Automatic Data Processing Inc 1,050225.1K $0.24 %
102Western Digital Corp 800223.8K $0.24 %
103Motorola Solutions Inc 437210.7K $0.22 %
104Seagate Technology Holdings PLC 500203.9K $0.21 %
105Zoetis Inc 1,524199.8K $0.21 %
106Exelon Corp 3,987197.2K $0.21 %
107Sandisk Corp/DE 310197K $0.21 %
108L3Harris Technologies Inc 539196.5K $0.21 %
109Costco Wholesale Corp 193195.1K $0.21 %
110Allstate Corp/The 906194.4K $0.20 %
111Blackstone Inc 1,685191K $0.20 %
112Edwards Lifesciences Corp 2,142185.2K $0.19 %
113Dell Technologies Inc 1,250185.1K $0.19 %
114Bank of New York Mellon Corp/The 1,550184.6K $0.19 %
115Aflac Inc 1,555175.6K $0.18 %
116United Parcel Service Inc 1,500173.9K $0.18 %
117Halliburton Co 4,828173.8K $0.18 %
118Palo Alto Networks Inc 1,150171.3K $0.18 %
119Autodesk Inc 690169.7K $0.18 %
120Xcel Energy Inc 2,032169.4K $0.18 %
121Cummins Inc 290169.3K $0.18 %
122Public Service Enterprise Group Inc 1,950167.8K $0.18 %
123Entergy Corp 1,550166K $0.17 %
124American International Group Inc 2,032163.6K $0.17 %
125TransDigm Group Inc 125162.8K $0.17 %
126Arthur J Gallagher & Co 707161.3K $0.17 %
127American Tower Corp 830159.2K $0.17 %
128Johnson Controls International plc 1,100158.7K $0.17 %
129Uber Technologies Inc 2,100158.4K $0.17 %
130Corteva Inc 1,891151.5K $0.16 %
131Monster Beverage Corp 1,773151.2K $0.16 %
132MetLife Inc 2,086150.3K $0.16 %
133GE HealthCare Technologies Inc 1,738146.5K $0.15 %
134CME Group Inc 450143.8K $0.15 %
135Prudential Financial, Inc. 1,427140.4K $0.15 %
136Rockwell Automation Inc 343139.8K $0.15 %
137Ecolab Inc 448138.1K $0.15 %
138TE Connectivity PLC 600138.1K $0.15 %
139PayPal Holdings Inc 2,983137.8K $0.15 %
140Hartford Insurance Group Inc/The 977137.6K $0.14 %
141Monolithic Power Systems Inc 120137.1K $0.14 %
142Intel Corp 3,000136.8K $0.14 %
143IDEXX Laboratories Inc 207135.9K $0.14 %
144T-Mobile US Inc 625135.7K $0.14 %
145FedEx Corp 350135.5K $0.14 %
146State Street Corp 1,050135.1K $0.14 %
147Colgate-Palmolive Co 1,350133.8K $0.14 %
148General Motors Co 1,700133.8K $0.14 %
149Hubbell Inc 260133K $0.14 %
150CBRE Group Inc 900132.9K $0.14 %
151KKR & Co Inc 1,500131.5K $0.14 %
152Nasdaq Inc 1,500131.4K $0.14 %
153Becton Dickinson & Co 739130.4K $0.14 %
154Apollo Global Management Inc 1,200125.5K $0.13 %
155Consolidated Edison Inc 1,100123.8K $0.13 %
156United Rentals Inc 147123.5K $0.13 %
157Cognizant Technology Solutions Corp. 1,911123.1K $0.13 %
158Keysight Technologies Inc 400122.9K $0.13 %
159ResMed Inc 472121K $0.13 %
160Dexcom Inc 1,640120.4K $0.13 %
161McDonald's Corp. 350119.4K $0.13 %
162Labcorp Holdings Inc 400115.6K $0.12 %
163NXP Semiconductors NV 500113.5K $0.12 %
164Vistra Corp 650113K $0.12 %
165Ameriprise Financial Inc 240112.8K $0.12 %
166Xylem Inc/NY 840108.8K $0.11 %
167PPG Industries Inc 840103.5K $0.11 %
168Agilent Technologies Inc 850103.2K $0.11 %
169Simon Property Group Inc 500101.9K $0.11 %
170M&T Bank Corp 468101.5K $0.11 %
171PG&E Corp 5,300100.7K $0.11 %
172Trane Technologies PLC 21599.4K $0.10 %
173Willis Towers Watson PLC 31997.3K $0.10 %
174DTE Energy Co 65096.4K $0.10 %
175Arch Capital Group Ltd 95795.8K $0.10 %
176Fortinet Inc 1,20094.8K $0.10 %
177FirstEnergy Corp 1,84994.6K $0.10 %
178Ameren Corp 83094K $0.10 %
179Fifth Third Bancorp 1,90094K $0.10 %
180Omnicom Group Inc 1,10093.8K $0.10 %
181Paychex Inc 1,00093.7K $0.10 %
182Citizens Financial Group Inc 1,55093.3K $0.10 %
183Veralto Corp 95092.6K $0.10 %
184Expedia Group Inc 40086.3K $0.09 %
185CMS Energy Corp 1,10085.9K $0.09 %
186MSCI Inc 15085.8K $0.09 %
187Domino's Pizza Inc 20080.5K $0.08 %
188Roper Technologies Inc 22980.1K $0.08 %
189Jabil Inc 30079.5K $0.08 %
190KeyCorp 3,80078.8K $0.08 %
191Northern Trust Corp 55078.7K $0.08 %
192Principal Financial Group Inc 80777K $0.08 %
193Cincinnati Financial Corp 46576.3K $0.08 %
194Qnity Electronics Inc 60076.1K $0.08 %
195Regions Financial Corp 2,70075.1K $0.08 %
196Crowdstrike Holdings Inc 20074.4K $0.08 %
197Lululemon Athletica Inc 40074.1K $0.08 %
198CenterPoint Energy Inc 1,70074K $0.08 %
199Cooper Cos Inc/The 88073.6K $0.08 %
200Kimberly-Clark Corp 65072.4K $0.08 %