Titelia

Holdings of DWS Core Equity VIP

DEUTSCHE DWS VARIABLE SERIES I · 93 declared positions · as of Mar 31, 2026

Original filing · Net assets 104.9M $ · Ten largest lines: 43 % of the equity sleeve

Sector breakdown

  • Technology 30.5 %
  • Financials 11.2 %
  • Communication 10.0 %
  • Health care 7.8 %
  • Consumer discretionary 7.3 %
  • Industrials 5.8 %
  • Consumer staples 3.4 %
  • Energy 1.7 %
  • Real estate 0.9 %
  • Materials 0.8 %
  • Utilities 0.3 %
  • Unattributed 20.4 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • USD 100.0 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
US93104M $100.00 %

Positions

CompanySharesValue (USD)Weight
Apple Inc 36,6629.3M $8.87 %
Microsoft Corp 18,9037M $6.67 %
NVIDIA Corp 38,1526.7M $6.34 %
Alphabet Inc 20,3595.8M $5.57 %
Amazon.com Inc 20,7944.3M $4.13 %
JPMorgan Chase & Co 10,7683.2M $3.02 %
Meta Platforms Inc 4,0472.3M $2.21 %
AbbVie Inc 9,8202.1M $2.04 %
Walmart Inc 16,3752M $1.94 %
Visa Inc 6,5612M $1.89 %
Broadcom Inc 6,0201.9M $1.78 %
Micron Technology Inc 5,2541.8M $1.69 %
Amgen Inc 4,6021.6M $1.54 %
Wells Fargo & Co 19,6661.6M $1.49 %
Tesla Inc 3,8711.4M $1.37 %
Exxon Mobil Corp 7,5031.3M $1.21 %
Cboe Global Markets Inc 4,5121.3M $1.21 %
PulteGroup Inc 10,6461.3M $1.19 %
NRG Energy Inc 8,4981.2M $1.18 %
Cheniere Energy Inc 4,2891.2M $1.16 %
Oracle Corp 8,2441.2M $1.16 %
Advanced Micro Devices Inc 5,7021.2M $1.11 %
Ameriprise Financial Inc 2,5831.1M $1.09 %
Lockheed Martin Corp 1,8241.1M $1.05 %
RTX Corp 5,5391.1M $1.02 %
Regeneron Pharmaceuticals, Inc. 1,3681.1M $1.01 %
Kirby Corp 7,5681M $0.96 %
Netflix Inc 10,4521M $0.96 %
Owens Corning 8,891962.2K $0.92 %
Prologis Inc 7,155945.7K $0.90 %
Caterpillar Inc 1,304923.8K $0.88 %
Waste Management Inc 3,988916.4K $0.87 %
HF Sinclair Corp 13,578847.1K $0.81 %
Walt Disney Co/The 8,784846.6K $0.81 %
Albemarle Corp 4,635832.1K $0.79 %
Nucor Corp 4,900828.6K $0.79 %
Newmont Corp 7,519813.9K $0.78 %
Bank of America Corp 16,622810.3K $0.77 %
Hasbro Inc 8,616806.5K $0.77 %
S&P Global Inc 1,890803.9K $0.77 %
Costco Wholesale Corp 799796.1K $0.76 %
General Motors Co 10,372772.7K $0.74 %
Merck & Co Inc 6,420772.3K $0.74 %
QUALCOMM Inc 5,803747.3K $0.71 %
Philip Morris International Inc. 4,469738.9K $0.70 %
KKR & Co Inc 7,546698K $0.67 %
Apollo Global Management Inc 6,087678.2K $0.65 %
Howmet Aerospace Inc 2,924673.9K $0.64 %
TJX Cos Inc/The 4,091653.3K $0.62 %
Kenvue Inc 37,286642.8K $0.61 %
Constellation Brands Inc 4,230634.5K $0.60 %
MKS Inc 2,737629K $0.60 %
Hubbell Inc 1,260618.3K $0.59 %
Lam Research Corp 2,717580.5K $0.55 %
Medical Properties Trust Inc 124,479576.3K $0.55 %
WEC Energy Group Inc 4,932571K $0.54 %
Cloudflare Inc 2,658548.5K $0.52 %
CME Group Inc 1,846545.2K $0.52 %
General Electric Co 1,831519.6K $0.50 %
Hyatt Hotels Corp 3,429493.1K $0.47 %
STERIS PLC 2,212489.1K $0.47 %
Johnson & Johnson 1,940474.2K $0.45 %
Elevance Health Inc 1,615472.8K $0.45 %
Blackstone Inc 4,076468.7K $0.45 %
SLB Ltd 9,100467.6K $0.45 %
United Airlines Holdings Inc 5,004460.7K $0.44 %
Molson Coors Beverage Co 10,631457.8K $0.44 %
Boeing Co/The 2,291456K $0.43 %
Intercontinental Exchange Inc 2,849448.1K $0.43 %
Medtronic PLC 5,112443K $0.42 %
Chord Energy Corp 3,092439.6K $0.42 %
Allstate Corp/The 2,096434.6K $0.41 %
FirstEnergy Corp 8,459428.5K $0.41 %
ServiceNow Inc 4,065425K $0.41 %
Fortinet Inc 4,979406.9K $0.39 %
Rocket Lab Corp 6,318405.7K $0.39 %
AvalonBay Communities, Inc. 2,470403.5K $0.38 %
T-Mobile US Inc 1,910401.2K $0.38 %
Cigna Group/The 1,481395.1K $0.38 %
AptarGroup Inc 3,131394.6K $0.38 %
Automatic Data Processing Inc 1,900386K $0.37 %
Abbott Laboratories 3,697379.6K $0.36 %
NIKE Inc 6,989369.2K $0.35 %
Veeva Systems Inc 2,075364.5K $0.35 %
UnitedHealth Group Inc 1,319356.9K $0.34 %
Vistra Corp 2,363355.2K $0.34 %
Coupang Inc 15,870299.6K $0.29 %
Verisk Analytics Inc 1,525289.4K $0.28 %
Veralto Corp 2,918258K $0.25 %
Spotify Technology SA 518251.2K $0.24 %
Mosaic Co/The 9,742248.4K $0.24 %
Palantir Technologies Inc 1,498219.1K $0.21 %
Adobe Inc 752182.8K $0.17 %