Titelia

Holdings of Transamerica Janus Balanced VP

TRANSAMERICA SERIES TRUST ·66 declared positions · as of Mar 31, 2026

Original filing · Net assets 766.7M $ · Ten largest lines: 42.9 % of the equity sleeve

Sector breakdown

  • Technology 31.4 %
  • Financials 14.5 %
  • Health care 12.2 %
  • Communication 12.0 %
  • Consumer discretionary 10.4 %
  • Industrials 9.5 %
  • Consumer staples 3.6 %
  • Utilities 2.5 %
  • Materials 1.6 %
  • Energy 0.9 %
  • Unattributed 1.6 %

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

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US66449.8M $100.00 %

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 224,80639.2M $5.11 %
2Alphabet Inc 98,03228.1M $3.67 %
3Microsoft Corp 66,00424.4M $3.19 %
4Apple Inc 83,37821.2M $2.76 %
5Amazon.com Inc 97,50620.3M $2.65 %
6Broadcom Inc 54,70316.9M $2.21 %
7Meta Platforms Inc 22,19012.7M $1.66 %
8Eli Lilly & Co 11,34710.4M $1.36 %
9Mastercard Inc 19,97710M $1.30 %
10JPMorgan Chase & Co 32,5099.6M $1.25 %
11Philip Morris International Inc. 48,7528.1M $1.05 %
12American Express Co 24,7087.5M $0.97 %
13Netflix Inc 77,1577.4M $0.97 %
14Johnson & Johnson 30,2707.4M $0.97 %
15Lam Research Corp 34,0777.3M $0.95 %
16KLA Corp 4,8257.1M $0.93 %
17Chevron Corp 33,8177M $0.91 %
18Progressive Corp/The 35,2567M $0.91 %
19Visa Inc 20,0316.1M $0.79 %
20Uber Technologies Inc 82,1245.9M $0.77 %
21Goldman Sachs Group Inc/The 6,8955.8M $0.76 %
22Amphenol Corp 45,9335.8M $0.76 %
23Walt Disney Co/The 58,8625.7M $0.74 %
24Eaton Corp PLC 15,6505.6M $0.73 %
25General Electric Co 19,4285.5M $0.72 %
26Danaher Corp 28,9605.5M $0.72 %
27Micron Technology Inc 16,1865.5M $0.71 %
28Duke Energy Corp 41,1565.4M $0.70 %
29Morgan Stanley 32,0585.3M $0.69 %
30Intercontinental Exchange Inc 32,8795.2M $0.67 %
31AbbVie Inc 23,2775.1M $0.66 %
32Abbott Laboratories 49,1655M $0.66 %
33Home Depot Inc/The 14,9474.9M $0.64 %
34Stryker Corp 14,7084.8M $0.63 %
35Booking Holdings Inc 1,1384.8M $0.62 %
36Motorola Solutions Inc 10,9794.8M $0.62 %
37CME Group Inc 16,0014.7M $0.62 %
38Union Pacific Corp 18,8714.6M $0.60 %
39Trane Technologies PLC 10,8344.5M $0.59 %
40Royal Caribbean Cruises Ltd 15,9714.4M $0.57 %
41Zoetis Inc 36,9174.4M $0.57 %
42Vertex Pharmaceuticals Inc 9,5794.3M $0.56 %
43Howmet Aerospace Inc 18,5214.3M $0.56 %
44Freeport-McMoRan Inc 70,7144.2M $0.54 %
45ConocoPhillips 31,3824.1M $0.54 %
46Monster Beverage Corp 56,3344.1M $0.53 %
47PNC Financial Services Group Inc/The 19,1984M $0.52 %
48Costco Wholesale Corp 3,9313.9M $0.51 %
49Hilton Worldwide Holdings Inc 11,9913.6M $0.48 %
50American Electric Power Co Inc 26,9123.5M $0.46 %
51NIKE Inc 65,0063.4M $0.45 %
52Intuit Inc 7,8173.4M $0.44 %
53TJX Cos Inc/The 20,9403.3M $0.44 %
54GE Vernova Inc 3,7183.2M $0.42 %
55Intuitive Surgical Inc 6,7913.1M $0.41 %
56Lockheed Martin Corp 5,1603.1M $0.41 %
57Cadence Design Systems Inc 10,8343M $0.39 %
58Deere & Co 5,2663M $0.39 %
59Ecolab Inc 10,9932.9M $0.38 %
60Emerson Electric Co. 22,2932.9M $0.38 %
61HCA Healthcare Inc 5,4192.6M $0.33 %
62Arista Networks Inc 20,3942.5M $0.33 %
63Southern Co/The 24,6902.4M $0.31 %
64Boston Scientific Corp 33,9222.1M $0.28 %
65McDonald's Corp. 3,7511.2M $0.15 %
66O'Reilly Automotive Inc 8,719804.9K $0.11 %