Titelia

Holdings of SA International Value Fund

SA FUNDS INVESTMENT TRUST · 384 declared positions · as of Mar 31, 2026

Original filing · Net assets 616M $ · Ten largest lines: 19.9 % of the equity sleeve

Sector breakdown

  • Financials 20.5 %
  • Energy 12.5 %
  • Industrials 3.4 %
  • Consumer discretionary 3.0 %
  • Materials 2.8 %
  • Health care 2.6 %
  • Consumer staples 2.1 %
  • Utilities 1.8 %
  • Technology 1.3 %
  • Communication 1.3 %
  • Unattributed 48.7 %

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

Currency breakdown

  • EUR 29.0 %
  • JPY 21.5 %
  • USD 17.7 %
  • CHF 7.9 %
  • AUD 6.2 %
  • GBP 5.3 %
  • CAD 3.1 %
  • SEK 2.5 %
  • DKK 2.0 %
  • HKD 1.6 %
  • SGD 1.1 %
  • ILS 1.0 %
  • NOK 0.9 %
  • NZD 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • JP 21.6 %
  • GB 12.1 %
  • FR 11.0 %
  • CA 10.6 %
  • CH 8.0 %
  • DE 7.4 %
  • AU 6.2 %
  • NL 4.1 %
  • ES 3.5 %
  • SE 2.5 %
  • DK 2.0 %
  • IT 2.0 %
  • Other countries 9.0 %

Shares computed on the equity sleeve.

CountryLinesValueShare
JP126130.3M $21.56 %
GB2073.1M $12.09 %
FR2266.5M $11.00 %
CA2464M $10.58 %
CH1748.1M $7.96 %
DE2145M $7.44 %
AU2737.7M $6.23 %
NL1225.1M $4.15 %
ES521.3M $3.52 %
SE2614.9M $2.46 %
DK1012.1M $2.01 %
IT612.1M $1.99 %

Positions

CompanySharesValueWeight
Shell PLC 329,08330.6M $4.97 %
TotalEnergies SE 206,19919.3M $3.13 %
Banco Santander SA 1,427,31115.7M $2.54 %
Toronto-Dominion Bank/The 93,9858.8M $1.42 %
Toyota Motor Corp. 405,0508.1M $1.31 %
Zurich Insurance Group AG 11,1497.8M $1.27 %
Engie SA 239,9627.7M $1.25 %
HSBC Holdings PLC 92,6617.6M $1.24 %
Koninklijke Ahold Delhaize NV 159,5827.4M $1.21 %
Suncor Energy Inc 107,0997.1M $1.15 %
Sumitomo Mitsui Financial Group Inc 222,2007M $1.14 %
Bank of Montreal 51,5847M $1.13 %
Orange SA 322,5786.6M $1.07 %
BP PLC 135,7686.4M $1.04 %
Lloyds Banking Group PLC 5,202,8836.4M $1.03 %
Eni SpA 212,0936.1M $0.99 %
BASF SE 100,2176.1M $0.99 %
Societe Generale SA 82,0755.9M $0.95 %
Westpac Banking Corp 209,8125.7M $0.93 %
UBS Group AG 142,7075.5M $0.89 %
British American Tobacco PLC 94,6305.5M $0.89 %
Bank of Nova Scotia/The 77,8125.4M $0.88 %
Canadian Imperial Bank of Commerce 56,8325.4M $0.87 %
BNP Paribas SA 57,1175.3M $0.87 %
ING Groep NV 198,5985.1M $0.82 %
Cie de Saint-Gobain SA 62,2185M $0.82 %
Nutrien Ltd 66,2975M $0.81 %
Repsol SA 173,2244.9M $0.80 %
Sumitomo Electric Industries Ltd. 93,0004.9M $0.80 %
Swiss Re AG 28,3754.7M $0.76 %
Takeda Pharmaceutical Co Ltd 126,1734.5M $0.73 %
Holcim AG 54,9614.5M $0.72 %
Cie Financiere Richemont SA 25,5664.4M $0.72 %
Heidelberg Materials AG 21,3054.4M $0.71 %
Bayer AG 95,2294.3M $0.70 %
National Australia Bank Ltd 149,1994.3M $0.69 %
Inpex Corp 144,5004.3M $0.69 %
ENEOS Holdings Inc 470,6004.2M $0.68 %
Cie Generale des Etablissements Michelin SCA 119,9124M $0.66 %
Mercedes-Benz Group AG 65,9814M $0.65 %
DSV A/S 16,7774M $0.65 %
Mitsubishi UFJ Financial Group Inc 240,7003.9M $0.64 %
Daimler Truck Holding AG 81,3963.9M $0.63 %
Fairfax Financial Holdings Ltd 2,2773.9M $0.63 %
Cenovus Energy Inc 144,9033.8M $0.62 %
Swiss Life Holding AG 3,5353.8M $0.62 %
Mizuho Financial Group Inc 97,7403.7M $0.61 %
ANZ Group Holdings Ltd 150,1413.7M $0.60 %
Sanofi SA 38,3423.7M $0.60 %
UniCredit SpA 51,8563.6M $0.59 %
Glencore PLC 485,5463.6M $0.59 %
Panasonic Holdings Corp. 214,9003.5M $0.57 %
Swisscom AG 4,1283.4M $0.56 %
BT Group PLC 1,231,1123.4M $0.56 %
Nokia Oyj 420,8333.4M $0.55 %
E.ON SE 152,7933.3M $0.54 %
Standard Chartered PLC 159,1813.3M $0.53 %
Woodside Energy Group Ltd 134,3043.2M $0.53 %
Commerzbank AG 88,4833.1M $0.51 %
NatWest Group PLC 428,4513.1M $0.51 %
Deutsche Bank AG 103,2583M $0.49 %
Amrize Ltd 54,9613M $0.49 %
NN Group NV 37,6992.9M $0.47 %
Lonza Group AG 4,6012.9M $0.47 %
Santos Ltd 512,7782.8M $0.46 %
Deutsche Post AG 54,3532.8M $0.46 %
Kinross Gold Corp 90,8852.8M $0.45 %
Barclays PLC 124,1172.6M $0.43 %
Rio Tinto Ltd 23,5742.6M $0.43 %
Honda Motor Co Ltd 323,5002.6M $0.42 %
Tourmaline Oil Corp 53,0032.5M $0.41 %
Lundin Mining Corp 100,4672.5M $0.41 %
Sumitomo Corp 67,7002.5M $0.40 %
Bouygues SA 42,3992.4M $0.39 %
BP PLC 299,9812.4M $0.39 %
Bank Leumi Le-Israel BM 106,0932.4M $0.38 %
Bayerische Motoren Werke AG 25,9582.3M $0.38 %
Toyota Tsusho Corp 62,4002.3M $0.38 %
Sumitomo Realty & Development Co Ltd 84,0002.3M $0.38 %
ArcelorMittal SA 43,7962.3M $0.37 %
Alcon AG 30,3842.3M $0.37 %
Daiichi Life Group, Inc. 250,4002.2M $0.36 %
Skandinaviska Enskilda Banken AB 122,3362.2M $0.36 %
United Overseas Bank Ltd 71,4002M $0.33 %
Teck Resources Ltd 38,8262M $0.33 %
Danske Bank A/S 41,5782M $0.33 %
Novonesis Novozymes B 33,1282M $0.32 %
Resona Holdings Inc 177,6001.9M $0.31 %
Mitsubishi Estate Co Ltd 70,1001.9M $0.31 %
Sandoz Group AG 24,4701.9M $0.31 %
QBE Insurance Group Ltd. 127,8281.9M $0.30 %
WH Group Ltd 1,427,9591.9M $0.30 %
Magna International Inc 32,9691.8M $0.30 %
BlueScope Steel Ltd 103,3581.8M $0.30 %
Daiwa House Industry Co Ltd 58,9001.8M $0.30 %
Asahi Group Holdings Ltd 182,6001.8M $0.30 %
Asahi Kasei Corp 191,3001.8M $0.30 %
Julius Baer Group Ltd 24,6971.8M $0.29 %
Kubota Corp 115,0001.8M $0.29 %
South32 Ltd 593,5281.7M $0.28 %