Titelia

Holdings of Global Strategy Fund

VALIC Co I ·399 declared positions · as of Feb 28, 2026

Original filing · Net assets 243.3M $ · Ten largest lines: 27 % of the equity sleeve

Sector breakdown

  • Technology 25.3 %
  • Financials 12.0 %
  • Health care 10.6 %
  • Communication 8.1 %
  • Consumer discretionary 7.0 %
  • Industrials 5.6 %
  • Consumer staples 4.3 %
  • Materials 2.8 %
  • Utilities 1.7 %
  • Energy 0.9 %
  • Real estate 0.6 %
  • Unattributed 21.1 %

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

Currency breakdown

  • USD 58.2 %
  • EUR 7.4 %
  • HKD 5.4 %
  • KRW 5.0 %
  • JPY 4.6 %
  • GBP 4.0 %
  • CHF 3.0 %
  • TWD 2.9 %
  • CAD 1.8 %
  • AED 1.4 %
  • BRL 1.4 %
  • INR 1.2 %
  • PLN 0.8 %
  • AUD 0.7 %
  • SGD 0.4 %
  • HUF 0.4 %
  • ZAR 0.4 %
  • NOK 0.3 %
  • SEK 0.2 %
  • DKK 0.1 %
  • ILS 0.1 %
  • IDR 0.1 %
  • SAR 0.1 %
  • EGP 0.1 %
  • TRY 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 57.9 %
  • HK 5.3 %
  • KR 5.0 %
  • JP 4.6 %
  • GB 4.0 %
  • FR 3.0 %
  • CH 3.0 %
  • TW 2.9 %
  • DE 1.8 %
  • CA 1.8 %
  • AE 1.4 %
  • BR 1.4 %
  • Other countries 7.8 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US15583.5M $57.95 %
HK277.7M $5.32 %
KR117.2M $4.99 %
JP346.6M $4.61 %
GB235.8M $4.02 %
FR134.3M $2.96 %
CH64.3M $2.96 %
TW74.2M $2.90 %
DE82.6M $1.83 %
CA122.5M $1.76 %
AE42.1M $1.44 %
BR72.1M $1.44 %

Positions

CompanySharesValueWeight
Williams-Sonoma Inc 1,653339.9K $0.14 %
T Rowe Price Group Inc 3,515332.6K $0.14 %
Caterpillar Inc 442328.3K $0.14 %
KLA Corp 212323.2K $0.13 %
Fair Isaac Corp 229322.7K $0.13 %
VeriSign Inc 1,368311.8K $0.13 %
Marubeni Corp 8,100311.6K $0.13 %
Banco Bilbao Vizcaya Argentaria SA 13,293310.2K $0.13 %
Howmet Aerospace Inc 1,162305.1K $0.13 %
UniCredit SpA 3,553304K $0.13 %
Verizon Communications Inc 5,894295.5K $0.12 %
Toyota Tsusho Corp 6,600295.3K $0.12 %
ABB Ltd 3,153294.5K $0.12 %
Sumitomo Corp 6,800290.1K $0.12 %
HSBC Holdings PLC 15,337288K $0.12 %
United Therapeutics Corp 571287.7K $0.12 %
Medtronic PLC 2,900283.2K $0.12 %
Aena SME SA 8,690273.9K $0.11 %
Wartsila OYJ Abp 6,260272.9K $0.11 %
Incyte Corp 2,655268.9K $0.11 %
Woori Financial Group Inc 10,569264.5K $0.11 %
Asics Corp 8,300254.8K $0.10 %
Cia de Saneamento Basico do Estado de Sao Paulo SABESP 8,169245.2K $0.10 %
Gold Fields Ltd 4,205245.2K $0.10 %
Agricultural Bank of China Ltd 354,000240.3K $0.10 %
Enel SpA 19,638236.5K $0.10 %
Equinor ASA 7,913234.4K $0.10 %
Tokyo Gas Co Ltd 4,700230.4K $0.09 %
Asahi Kasei Corp 19,400229.1K $0.09 %
CPFL Energia SA 22,700222.9K $0.09 %
Daifuku Co Ltd 5,372222.6K $0.09 %
Endeavour Mining PLC 3,094220.6K $0.09 %
HD Korea Shipbuilding & Offshore Engineering Co Ltd 704220.2K $0.09 %
Hoya Corp 1,200217.2K $0.09 %
Emirates NBD Bank PJSC 24,165217.1K $0.09 %
Centrica PLC 80,675216.5K $0.09 %
Endesa SA 5,280215.7K $0.09 %
Gaming and Leisure Properties Inc 4,397215.1K $0.09 %
Nitto Denko Corp 9,200214.3K $0.09 %
Bank of China Ltd 361,000214.1K $0.09 %
Pop Mart International Group Ltd 7,288214.1K $0.09 %
Harmony Gold Mining Co Ltd 9,489213.8K $0.09 %
Deckers Outdoor Corp 1,811212.4K $0.09 %
China Hongqiao Group Ltd 46,230209.5K $0.09 %
Suncor Energy Inc 3,700209K $0.09 %
BNP Paribas SA 1,844208.1K $0.09 %
Great-West Lifeco Inc 4,300207.7K $0.09 %
Cie de Saint-Gobain SA 2,023206.1K $0.08 %
Singapore Exchange Ltd 14,241204.9K $0.08 %
Singapore Technologies Engineering Ltd 25,935204.4K $0.08 %
Simon Property Group Inc 998203.4K $0.08 %
Rollins Inc 3,322202.3K $0.08 %
China Pacific Insurance Group Co Ltd 43,737200.9K $0.08 %
Public Storage 648199K $0.08 %
American Express Co 642198.3K $0.08 %
Eiffage SA 1,140196.9K $0.08 %
Johnson & Johnson 791196.5K $0.08 %
Telefonaktiebolaget LM Ericsson 16,759194.1K $0.08 %
Bouygues SA 3,072191.2K $0.08 %
Snap-on Inc 487187.6K $0.08 %
Brambles Ltd 10,342184.6K $0.08 %
Geberit AG 218183.7K $0.08 %
Morgan Stanley 1,072178.5K $0.07 %
Deutsche Post AG 2,980176.4K $0.07 %
Hindalco Industries Ltd 17,150174.4K $0.07 %
Korea Electric Power Corp 4,259173.2K $0.07 %
Leonardo SpA 2,565172.1K $0.07 %
Yum! Brands Inc 1,014170.5K $0.07 %
Lundin Gold Inc 1,800169.7K $0.07 %
Fox Corp 2,988168.3K $0.07 %
Fastenal Co 3,645167.8K $0.07 %
Leidos Holdings Inc 956167.4K $0.07 %
Illinois Tool Works Inc 572166.2K $0.07 %
TE Connectivity PLC 701161.3K $0.07 %
Oil & Natural Gas Corp Ltd 52,165160K $0.07 %
Poste Italiane SpA 5,928159.4K $0.07 %
Holcim AG 1,706157.3K $0.06 %
Cardinal Health, Inc. 684156.8K $0.06 %
Mitsubishi Chemical Group Corp. 20,500152.3K $0.06 %
Klepierre SA 3,569150.2K $0.06 %
Fujitsu Ltd 6,500149.3K $0.06 %
Merck & Co Inc 1,202148.8K $0.06 %
ResMed Inc 579148.4K $0.06 %
Kingfisher PLC 29,108145.3K $0.06 %
Yangzijiang Shipbuilding Holdings Ltd 41,357141.9K $0.06 %
Fortinet Inc 1,765139.5K $0.06 %
Yara International ASA 2,747138.9K $0.06 %
Trane Technologies PLC 300138.7K $0.06 %
Kirin Holdings Co Ltd 8,000138.7K $0.06 %
Cognizant Technology Solutions Corp. 2,147138.3K $0.06 %
GEA Group AG 1,744135.8K $0.06 %
Hartford Insurance Group Inc/The 956134.6K $0.06 %
Astra International Tbk PT 335,737133.7K $0.05 %
Subaru Corp 7,000133K $0.05 %
Panasonic Holdings Corp. 8,100131.6K $0.05 %
Domino's Pizza Inc 325130.8K $0.05 %
Docusign Inc 2,840128K $0.05 %
Hyundai Glovis Co Ltd 622125.2K $0.05 %
China CITIC Bank Corp Ltd 135,798125.2K $0.05 %
CaixaBank SA 9,986124.1K $0.05 %