Titelia

Holdings of International Growth Fund

VALIC Co I · 31 declared positions · as of Feb 28, 2026

Original filing · Net assets 359.7M $ · Ten largest lines: 61 % of the equity sleeve

Sector breakdown

  • Technology 24.5 %
  • Consumer discretionary 15.6 %
  • Industrials 11.8 %
  • Financials 11.6 %
  • Communication 5.5 %
  • Consumer staples 4.8 %
  • Health care 2.0 %
  • Funds 1.1 %
  • Unattributed 23.1 %

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

Currency breakdown

  • EUR 37.2 %
  • USD 25.0 %
  • TWD 9.5 %
  • JPY 9.1 %
  • DKK 6.6 %
  • INR 4.9 %
  • CHF 3.8 %
  • CAD 1.7 %
  • HKD 1.5 %
  • GBP 0.7 %

The quoted currency of each line, as declared.

Country breakdown

  • FR 23.0 %
  • US 13.5 %
  • TW 9.5 %
  • JP 9.1 %
  • NL 8.1 %
  • IN 8.0 %
  • DK 6.6 %
  • IT 6.2 %
  • CH 5.6 %
  • CA 5.3 %
  • DE 1.6 %
  • JE 1.5 %
  • Other countries 2.1 %

Shares computed on the equity sleeve.

CountryLinesValueShare
FR579.8M $23.01 %
US446.6M $13.46 %
TW133.1M $9.54 %
JP331.5M $9.08 %
NL228M $8.08 %
IN427.7M $7.98 %
DK122.7M $6.56 %
IT121.4M $6.16 %
CH319.5M $5.63 %
CA318.5M $5.33 %
DE15.4M $1.56 %
JE15.1M $1.48 %

Positions

CompanySharesValueWeight
Taiwan Semiconductor Manufacturing Co Ltd 526,00033.1M $9.19 %
Hermes International SCA 11,02926.7M $7.42 %
ASML Holding NV 16,64224.3M $6.74 %
DSV A/S 87,91822.7M $6.32 %
Moncler SpA 309,31621.4M $5.94 %
Spotify Technology SA 36,76118.9M $5.26 %
Schneider Electric SE 55,64618.2M $5.06 %
Keyence Corp 42,90018.1M $5.05 %
L'Oreal SA 35,74216.8M $4.67 %
MercadoLibre Inc 6,41911.3M $3.14 %
LVMH Moet Hennessy Louis Vuitton SE 17,23811.1M $3.08 %
ICICI Bank Ltd 355,44110.8M $3.02 %
Liberty Media Corp-Liberty Formula One 106,9179.8M $2.72 %
HDFC Bank Ltd 943,7859.2M $2.56 %
Brookfield Corp 195,3698.6M $2.38 %
Straumann Holding AG 68,8128.3M $2.30 %
EssilorLuxottica SA 26,2917M $1.95 %
Asics Corp 227,2007M $1.94 %
NU Holdings Ltd/Cayman Islands 442,6906.6M $1.84 %
Sanrio Co Ltd 172,7006.3M $1.76 %
On Holding AG 133,7516.2M $1.73 %
Canadian Pacific Kansas City Ltd 68,2256M $1.66 %
SAP SE 26,8435.4M $1.50 %
Birkenstock Holding Plc 123,3955.1M $1.43 %
AIA Group Ltd 462,5185.1M $1.43 %
Cie Financiere Richemont SA 24,5345M $1.40 %
Titan Co Ltd 83,6924M $1.11 %
Shopify Inc 32,6683.9M $1.10 %
Adyen NV 3,1773.7M $1.04 %
Tata Capital Ltd 986,7613.6M $1.01 %
Rightmove PLC 374,7492.3M $0.63 %