Titelia

Holdings of International Value Fund

VALIC Co I ·127 declared positions · as of Feb 28, 2026

Original filing · Net assets 511.1M $ · Ten largest lines: 22.2 % of the equity sleeve

Sector breakdown

  • Financials 20.1 %
  • Industrials 7.6 %
  • Health care 6.8 %
  • Energy 5.4 %
  • Utilities 4.7 %
  • Consumer discretionary 4.1 %
  • Communication 2.6 %
  • Materials 1.8 %
  • Consumer staples 1.8 %
  • Technology 1.4 %
  • Unattributed 43.8 %

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

Currency breakdown

  • EUR 33.5 %
  • JPY 19.1 %
  • GBP 16.7 %
  • USD 11.6 %
  • CHF 5.7 %
  • HKD 3.4 %
  • SGD 2.7 %
  • AUD 2.0 %
  • NOK 1.4 %
  • TWD 0.8 %
  • AED 0.8 %
  • BRL 0.8 %
  • PLN 0.5 %
  • CAD 0.4 %
  • ZAR 0.4 %
  • KRW 0.3 %
  • TRY 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 19.2 %
  • JP 19.1 %
  • FR 12.3 %
  • NL 6.0 %
  • CH 5.7 %
  • ES 5.5 %
  • DE 5.3 %
  • US 3.4 %
  • SG 3.2 %
  • HK 3.0 %
  • IT 2.9 %
  • CA 2.5 %
  • Other countries 11.9 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1GB1697.5M $19.25 %
2JP2896.6M $19.07 %
3FR1262.3M $12.29 %
4NL530.2M $5.95 %
5CH528.7M $5.66 %
6ES527.9M $5.50 %
7DE726.9M $5.32 %
8US617.2M $3.40 %
9SG416.1M $3.18 %
10HK415.3M $3.02 %
11IT414.6M $2.88 %
12CA712.8M $2.53 %

Positions

RankCompanySharesValueWeight
1Shell PLC 351,25714.5M $2.85 %
2TotalEnergies SE 161,53612.8M $2.51 %
3ING Groep NV 428,86312.5M $2.44 %
4Sumitomo Mitsui Financial Group Inc 316,20012.1M $2.38 %
5HSBC Holdings PLC 594,18411.2M $2.18 %
6ORIX Corp 291,90010.4M $2.03 %
7BNP Paribas SA 88,80910M $1.96 %
8AstraZeneca PLC 47,82710M $1.96 %
9Koninklijke Ahold Delhaize NV 194,0609.6M $1.87 %
10Roche Holding AG 19,8059.5M $1.85 %
11National Grid PLC 497,9159.3M $1.83 %
12Coca-Cola Europacific Partners PLC 72,9988.1M $1.58 %
13Toyota Motor Corp. 323,7007.9M $1.55 %
14Banco Santander SA 614,0807.8M $1.53 %
15Schneider Electric SE 23,5617.7M $1.51 %
16Siemens AG 25,0547.3M $1.43 %
17Rio Tinto PLC 73,9457.3M $1.43 %
18Deutsche Telekom AG 175,6727.1M $1.38 %
19Novartis AG 40,7046.9M $1.35 %
20Zurich Insurance Group AG 8,9786.8M $1.33 %
21Enel SpA 548,1996.6M $1.29 %
22ITOCHU Corp 453,9006.6M $1.29 %
23Industria de Diseno Textil SA 97,6156.6M $1.28 %
24DBS Group Holdings Ltd 142,7006.4M $1.26 %
25AXA SA 126,9516.2M $1.22 %
26Imperial Brands PLC 132,6835.9M $1.16 %
27Banco Bilbao Vizcaya Argentaria SA 254,7485.9M $1.16 %
28Orange SA 244,2655.3M $1.03 %
29Northern Star Resources Ltd 241,3675.2M $1.02 %
30Primo Brands Corp 229,0505.2M $1.02 %
31ASR Nederland NV 69,0645M $0.98 %
32iShares Trust 62,8485M $0.98 %
33Compass Group PLC 163,1805M $0.98 %
34Iberdrola SA 210,9815M $0.98 %
35NatWest Group PLC 580,8004.8M $0.95 %
36Bank of Ireland Group PLC 244,2044.8M $0.93 %
37BPER Banca SPA 331,2624.7M $0.92 %
38Singapore Exchange Ltd 324,2004.7M $0.91 %
39Allianz SE 10,1654.6M $0.90 %
40Accor SA 78,2274.6M $0.89 %
41Ashtead Group PLC 63,3624.5M $0.89 %
42Murata Manufacturing Co Ltd 170,6004.5M $0.88 %
43DNB Bank ASA 141,4954.5M $0.88 %
44Mebuki Financial Group Inc 517,3004.4M $0.87 %
45Piraeus Bank SA 456,7144.4M $0.86 %
46Taiwan Semiconductor Manufacturing Co Ltd 68,0004.3M $0.84 %
47Takeda Pharmaceutical Co Ltd 110,9004.1M $0.81 %
48Sumitomo Corp 93,7004M $0.78 %
49Ping An Insurance Group Co of China Ltd 458,5004M $0.78 %
50Vinci SA 23,8074M $0.77 %
51Emaar Properties PJSC 876,0463.9M $0.76 %
52WH Group Ltd 3,036,4023.8M $0.75 %
53Sun Hung Kai Properties Ltd 204,0003.8M $0.74 %
54Sanofi SA 38,9583.8M $0.74 %
55BOC Hong Kong Holdings Ltd 646,0003.7M $0.73 %
56Tokyo Tatemono Co Ltd 126,3003.5M $0.69 %
57London Stock Exchange Group PLC 29,0073.5M $0.68 %
58RELX PLC 97,6363.4M $0.67 %
59Check Point Software Technologies Ltd 22,2733.4M $0.66 %
60Marks & Spencer Group PLC 610,2023.3M $0.64 %
61Allspring Government Money Market Fund 3,144,3063.1M $0.62 %
62Banco do Brasil SA 589,5673.1M $0.61 %
63Toyota Tsusho Corp 67,0003M $0.59 %
64Capgemini SE 23,5463M $0.58 %
65Nestle SA 27,0133M $0.58 %
663i Group PLC 65,8953M $0.58 %
67Daiichi Life Group, Inc. 285,3002.9M $0.58 %
68Tokyo Electron Ltd 10,4002.9M $0.57 %
69Shimamura Co Ltd 123,3002.8M $0.56 %
70Societe Generale SA 31,5202.8M $0.54 %
71E.ON SE 118,1652.7M $0.54 %
72Sankyo Co Ltd 192,4002.7M $0.53 %
73Subaru Corp 138,7002.6M $0.52 %
74Partners Group Holding AG 2,3052.6M $0.50 %
75UPM-Kymmene Oyj 80,3612.6M $0.50 %
76Endesa SA 62,6512.6M $0.50 %
77Venture Corp Ltd 206,5002.6M $0.50 %
78TP ICAP Group PLC 734,2812.5M $0.49 %
79Powszechna Kasa Oszczednosci Bank Polski SA 96,5482.5M $0.49 %
80Yellow Cake PLC 289,3672.5M $0.49 %
81Leroy Seafood Group ASA 472,8632.5M $0.48 %
82Paladin Energy Ltd 259,2082.5M $0.48 %
83BW LPG Ltd 134,8602.5M $0.48 %
84Daiwabo Holdings Co Ltd 119,3002.4M $0.48 %
85Teck Resources Ltd 41,3642.4M $0.48 %
86MatsukiyoCocokara & Co 146,2002.4M $0.47 %
87Fresenius Medical Care AG 51,2492.4M $0.47 %
88Iyogin Holdings Inc 108,8002.4M $0.46 %
89Centrica PLC 822,1232.2M $0.43 %
90TOPPAN Holdings Inc 64,0002.2M $0.43 %
91JBS NV 129,4192.2M $0.43 %
92Macnica Holdings Inc 121,9002.2M $0.42 %
93Finning International Inc 31,3342.1M $0.41 %
94Nippon Television Holdings Inc 96,2002.1M $0.41 %
95Medipal Holdings Corp 101,8002M $0.39 %
96Impala Platinum Holdings Ltd 89,9952M $0.39 %
97Pan American Silver Corp 29,0372M $0.39 %
98Vermilion Energy Inc 169,8591.8M $0.36 %
99Diversified Energy Co 128,7551.8M $0.35 %
100PRADA SpA 309,6001.8M $0.34 %