Titelia

Holdings of Diversified International Account

Principal Variable Contract Funds, Inc · 101 declared positions · as of Mar 31, 2026

Original filing · Net assets 252.3M $ · Ten largest lines: 29.3 % of the equity sleeve

Sector breakdown

  • Technology 12.3 %
  • Communication 5.5 %
  • Financials 3.6 %
  • Health care 3.6 %
  • Industrials 2.7 %
  • Consumer staples 1.8 %
  • Consumer discretionary 1.7 %
  • Materials 1.4 %
  • Energy 1.2 %
  • Unattributed 66.3 %

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

  • EUR 25.4 %
  • GBP 16.4 %
  • JPY 14.4 %
  • HKD 9.6 %
  • CAD 8.5 %
  • USD 7.0 %
  • TWD 5.8 %
  • KRW 3.3 %
  • BRL 2.5 %
  • SEK 1.5 %
  • CHF 1.3 %
  • SGD 1.3 %
  • ZAR 0.7 %
  • AUD 0.7 %
  • DKK 0.5 %
  • INR 0.5 %
  • MXN 0.4 %
  • IDR 0.3 %

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

  • JP 14.4 %
  • GB 13.7 %
  • CA 7.9 %
  • HK 7.7 %
  • FR 6.4 %
  • US 6.2 %
  • DE 5.8 %
  • TW 5.8 %
  • NL 4.0 %
  • IE 3.3 %
  • KR 3.3 %
  • BR 2.5 %
  • Other countries 19.0 %

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

CountryLinesValue (USD)Share
JP1335.9M $14.37 %
GB1434.1M $13.67 %
CA819.8M $7.91 %
HK519.2M $7.68 %
FR916.1M $6.44 %
US615.6M $6.23 %
DE514.5M $5.79 %
TW114.4M $5.77 %
NL410M $4.01 %
IE38.3M $3.33 %
KR18.2M $3.30 %
BR46.3M $2.51 %

Positions

CompanySharesValue (USD)Weight
Taiwan Semiconductor Manufacturing Co Ltd 249,14014.4M $5.71 %
Samsung Electronics Co Ltd 70,3698.2M $3.26 %
ASML Holding NV 6,0268M $3.18 %
Tencent Holdings Ltd 115,5007.3M $2.89 %
Suncor Energy Inc 99,6006.6M $2.61 %
Deutsche Telekom AG 173,9396.5M $2.57 %
AstraZeneca PLC 33,1816.5M $2.57 %
AIA Group Ltd 545,8006.1M $2.40 %
BAE Systems PLC 170,7435M $1.98 %
Teck Resources Ltd 89,3474.6M $1.84 %
Haleon PLC 932,8684.6M $1.83 %
Hoya Corp 24,9964.3M $1.72 %
Fujitsu Ltd 210,9004.3M $1.71 %
Yum China Holdings Inc 86,4764.3M $1.70 %
AIB Group PLC 385,9904.1M $1.63 %
Sompo Holdings Inc 100,8003.9M $1.56 %
Mitsubishi Electric Corp 113,1003.7M $1.47 %
British American Tobacco PLC 62,0983.6M $1.43 %
Tokio Marine Holdings Inc 74,1003.5M $1.38 %
Erste Group Bank AG 31,8583.4M $1.36 %
Gaztransport Et Technigaz SA 14,6113.4M $1.36 %
Credicorp Ltd 9,8833.4M $1.33 %
Argenx SE 4,4703.2M $1.29 %
Daimler Truck Holding AG 65,7163.2M $1.28 %
DBS Group Holdings Ltd 71,4003.2M $1.26 %
CRH PLC 29,9193.1M $1.24 %
Spotify Technology SA 6,1203M $1.18 %
National Bank of Greece SA 191,1173M $1.17 %
UniCredit SpA 40,5032.9M $1.15 %
Obayashi Corp. 119,3002.9M $1.15 %
Nintendo Co Ltd 49,4002.8M $1.12 %
Suzano SA 277,4002.8M $1.10 %
Rexel SA 68,0302.7M $1.07 %
Ryanair Holdings PLC 90,3772.5M $1.01 %
Sunbelt Rentals Holdings Inc 39,8022.5M $1.01 %
Trip.com Group Ltd 50,7002.5M $0.99 %
NatWest Group PLC 337,7832.5M $0.99 %
Hannover Rueck SE 7,6852.4M $0.96 %
Toyota Motor Corp. 115,8002.4M $0.95 %
Nice Ltd 20,4042.2M $0.89 %
Entain PLC 299,1752.2M $0.89 %
Atlas Copco AB 124,1432.2M $0.87 %
HDFC Bank Ltd 85,1522.1M $0.84 %
ARC Resources Ltd 101,6002.1M $0.84 %
Galaxy Entertainment Group Ltd 440,0002M $0.79 %
Stantec Inc 22,8002M $0.78 %
Komatsu Ltd 49,1002M $0.78 %
Elis SA 66,6391.9M $0.75 %
Kajima Corp 48,2001.8M $0.73 %
Impala Platinum Holdings Ltd 129,0301.8M $0.73 %
Keyence Corp 5,1001.8M $0.72 %
Cie Financiere Richemont SA 10,2321.8M $0.72 %
Sandfire Resources Ltd 155,7961.8M $0.71 %
InterContinental Hotels Group PLC 13,0851.7M $0.68 %
Societe Generale SA 23,5461.7M $0.68 %
Fairfax Financial Holdings Ltd 1,0001.7M $0.68 %
Zegona Communications plc 77,2701.7M $0.67 %
Vale SA 104,6001.7M $0.66 %
Sage Group PLC/The 147,2351.6M $0.65 %
ICON PLC 14,8751.6M $0.65 %
Airbus SE 8,5761.6M $0.64 %
Toyo Seikan Group Holdings Ltd 70,9001.6M $0.64 %
BP PLC 195,8711.5M $0.61 %
Gildan Activewear Inc 26,0001.4M $0.57 %
Alcon AG 18,3681.4M $0.55 %
Canadian Natural Resources Ltd 27,8001.4M $0.54 %
3i Group PLC 41,3671.3M $0.53 %
Piraeus Bank SA 164,0351.3M $0.53 %
Samsonite Group SA 709,5001.3M $0.52 %
Smith & Nephew PLC 82,7371.3M $0.52 %
Sanofi SA 13,2671.3M $0.51 %
L'Oreal SA 3,1341.3M $0.51 %
Industria de Diseno Textil SA 21,6691.3M $0.50 %
Kering SA 4,0721.2M $0.49 %
Ascendis Pharma A/S 5,3491.2M $0.48 %
Medtronic PLC 13,5371.2M $0.46 %
APL Apollo Tubes Ltd 56,5971.2M $0.46 %
Scout24 SE 15,0951.2M $0.46 %
Nemetschek SE 15,3141.1M $0.45 %
FinecoBank Banca Fineco SpA 48,4461.1M $0.43 %
Arca Continental SAB de CV 91,6001.1M $0.42 %
Gibson Energy Inc 48,2001M $0.41 %
Localiza Rent a Car SA 113,1341M $0.41 %
Halma PLC 19,000969.6K $0.38 %
Universal Music Group NV 49,433959.5K $0.38 %
Wix.com Ltd 10,291926.9K $0.37 %
Danone SA 11,570924.5K $0.37 %
ASR Nederland NV 12,972893.1K $0.35 %
Unilever PLC 15,908873.3K $0.35 %
Weir Group PLC/The 21,335800.1K $0.32 %
Banco BTG Pactual SA 72,900796.2K $0.32 %
Nordea Bank Abp 45,952788.2K $0.31 %
Toyo Suisan Kaisha Ltd 11,200787.6K $0.31 %
Rosebank Industries PLC 166,282696.2K $0.28 %
Swedbank AB 20,408695.6K $0.28 %
Bank Central Asia Tbk PT 1,798,000694.5K $0.28 %
Carlsberg AS 5,491685.5K $0.27 %
Zealand Pharma A/S 11,932555.7K $0.22 %
PRADA SpA 107,600512.9K $0.20 %
Agnico Eagle Mines Ltd 1,800365.4K $0.14 %
CSG NV 5,346144.2K $0.06 %