Titelia

Holdings of Transamerica TSW International Equity VP

TRANSAMERICA SERIES TRUST · 106 declared positions · as of Mar 31, 2026

Original filing · Net assets 222.1M $ · Ten largest lines: 21.9 % of the equity sleeve

Sector breakdown

  • Technology 6.3 %
  • Health care 5.8 %
  • Energy 3.7 %
  • Industrials 3.5 %
  • Consumer staples 2.3 %
  • Materials 2.1 %
  • Communication 1.8 %
  • Financials 1.0 %
  • Consumer discretionary 1.0 %
  • Unattributed 72.4 %

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

  • EUR 36.8 %
  • JPY 19.6 %
  • GBP 15.9 %
  • CHF 6.6 %
  • USD 4.0 %
  • NOK 3.1 %
  • AUD 3.1 %
  • SEK 2.5 %
  • HKD 2.5 %
  • KRW 2.4 %
  • SGD 1.6 %
  • CAD 1.2 %
  • DKK 0.6 %

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 19.6 %
  • GB 14.9 %
  • FR 13.6 %
  • DE 11.1 %
  • NL 6.9 %
  • CH 6.6 %
  • IE 3.3 %
  • NO 3.1 %
  • AU 3.1 %
  • SE 2.5 %
  • KR 2.4 %
  • BE 2.3 %
  • Other countries 10.5 %

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

CountryLinesValue (USD)Share
JP1942.6M $19.62 %
GB2032.4M $14.93 %
FR1429.6M $13.63 %
DE1124.1M $11.11 %
NL614.9M $6.86 %
CH514.4M $6.64 %
IE37.1M $3.25 %
NO26.8M $3.15 %
AU56.7M $3.06 %
SE35.4M $2.49 %
KR15.3M $2.44 %
BE25M $2.31 %

Positions

CompanySharesValue (USD)Weight
ASML Holding NV 4,0555.4M $2.43 %
Samsung Electronics Co Ltd 45,3005.3M $2.39 %
Roche Holding AG 12,8325.1M $2.31 %
Societe Generale SA 70,0005.1M $2.30 %
Sumitomo Mitsui Financial Group Inc 143,2004.7M $2.12 %
Veolia Environnement SA 121,5564.6M $2.08 %
DNB Bank ASA 144,8004.5M $2.04 %
Lloyds Banking Group PLC 3,500,6004.3M $1.95 %
ORIX Corp 142,3004.2M $1.90 %
Hitachi Ltd 143,2004.2M $1.89 %
Sony Group Corp 189,2003.9M $1.78 %
AIB Group PLC 352,5003.8M $1.69 %
Nestle SA 35,1763.5M $1.55 %
Siemens AG 14,0073.4M $1.54 %
DBS Group Holdings Ltd 75,8703.4M $1.52 %
AerCap Holdings NV 22,7903.1M $1.41 %
SAP SE 17,9003.1M $1.37 %
CK Hutchison Holdings Ltd 379,0002.9M $1.31 %
Infineon Technologies AG 63,4852.9M $1.30 %
KBC Group NV 23,1002.8M $1.27 %
BP PLC 359,6002.8M $1.27 %
Shell PLC 60,7002.8M $1.27 %
Seven & i Holdings Co Ltd 206,1002.8M $1.25 %
Glencore PLC 358,0002.7M $1.22 %
Skandinaviska Enskilda Banken AB 146,2002.7M $1.22 %
Panasonic Holdings Corp. 160,9002.7M $1.22 %
Deutsche Boerse AG 8,9002.6M $1.17 %
ING Groep NV 98,1002.5M $1.15 %
SBI Holdings Inc 136,3002.5M $1.14 %
TotalEnergies SE 26,9002.5M $1.11 %
Sanofi SA 25,4682.5M $1.11 %
Fujitsu Ltd 118,7002.4M $1.09 %
Capgemini SE 19,8982.3M $1.06 %
Aker BP ASA 62,3382.3M $1.04 %
Accor SA 47,0002.3M $1.02 %
GSK PLC 81,2802.2M $1.01 %
Tesco PLC 355,7742.2M $1.01 %
Anheuser-Busch InBev SA/NV 31,6002.2M $0.98 %
Smurfit Westrock PLC 54,2212.2M $0.97 %
Merck KGaA 16,9002.1M $0.97 %
Novartis AG 13,9802.1M $0.97 %
DCC PLC 34,6082.1M $0.97 %
Heidelberg Materials AG 10,1002.1M $0.96 %
Allianz SE 5,0412.1M $0.96 %
Eurofins Scientific SE 28,9002.1M $0.95 %
Cie Financiere Richemont SA 11,7002.1M $0.93 %
Check Point Software Technologies Ltd 14,3002M $0.92 %
Prosus NV 43,9002M $0.92 %
Kyocera Corp 128,0002M $0.88 %
Macquarie Group Ltd 13,6001.9M $0.87 %
Amundi SA 22,0001.9M $0.85 %
Cie de Saint-Gobain SA 22,2001.8M $0.83 %
Santos Ltd 332,6001.8M $0.82 %
CK Asset Holdings Ltd 316,5001.8M $0.82 %
Reckitt Benckiser Group PLC 26,6721.8M $0.81 %
Credit Agricole SA 94,9001.8M $0.80 %
Zalando SE 69,8001.7M $0.77 %
Legal & General Group PLC 510,7001.7M $0.76 %
FANUC Corp 48,0001.7M $0.75 %
Renesas Electronics Corp 116,4001.7M $0.75 %
Julius Baer Group Ltd 22,4001.6M $0.74 %
Essity AB 63,8001.6M $0.74 %
Deutsche Post AG 31,0001.6M $0.74 %
Komatsu Ltd 39,6001.6M $0.71 %
Unilever PLC 28,4601.6M $0.70 %
Aviva PLC 193,0651.5M $0.70 %
Pearson PLC 116,3001.5M $0.69 %
Edenred SE 74,9001.5M $0.67 %
Nomura Holdings Inc 176,7001.4M $0.63 %
BASF SE 22,4001.4M $0.62 %
CCL Industries Inc 21,9001.4M $0.62 %
Linde PLC 2,7001.3M $0.60 %
Sonic Healthcare Ltd 91,8001.3M $0.59 %
Koninklijke Philips NV 47,2201.3M $0.58 %
Canadian National Railway Co 12,1001.2M $0.56 %
Dai Nippon Printing Co Ltd 67,4001.2M $0.55 %
Rakuten Group Inc 258,0001.2M $0.54 %
Olympus Corp 126,1001.2M $0.54 %
Canon Inc 42,4001.2M $0.53 %
Daikin Industries Ltd 9,7001.2M $0.52 %
Ryanair Holdings PLC 41,0001.2M $0.52 %
Tenaris SA 38,3001.1M $0.50 %
Whitehaven Coal Ltd 169,8001.1M $0.49 %
Boliden AB 20,2001.1M $0.48 %
CTS Eventim AG & Co KGaA 17,9001M $0.47 %
Sodexo SA 20,1001M $0.46 %
Cellnex Telecom SA 32,0001M $0.46 %
Smith & Nephew PLC 60,600960.1K $0.43 %
Rexel SA 23,200919.3K $0.41 %
Wise PLC 74,400895.9K $0.40 %
Nintendo Co Ltd 15,400879.1K $0.40 %
Bunzl PLC 28,700864K $0.39 %
Kingfisher PLC 224,400853.2K $0.38 %
Nexans SA 6,220846.2K $0.38 %
Inchcape PLC 82,987823.8K $0.37 %
Persimmon PLC 54,500778K $0.35 %
Informa PLC 77,104774.4K $0.35 %
Novo Nordisk A/S 20,200739.2K $0.33 %
Barratt Redrow PLC 188,200654.6K $0.29 %
ROCKWOOL A/S 22,900636K $0.29 %
SITC International Holdings Co Ltd 143,700629.2K $0.28 %
Beazley PLC 33,400564.3K $0.25 %
FDJ UNITED 18,700550.3K $0.25 %
EXOR NV 6,700512.9K $0.23 %
BHP Group Ltd 13,900502.9K $0.23 %
ArcelorMittal SA 6,100316.4K $0.14 %