Titelia

Holdings of Transamerica Morgan Stanley Global Allocation VP

TRANSAMERICA SERIES TRUST ·1147 declared positions · as of Mar 31, 2026

Original filing · Net assets 828.5M $ · Ten largest lines: 24.4 % of the equity sleeve

Sector breakdown

  • Technology 24.0 %
  • Financials 13.4 %
  • Health care 10.0 %
  • Industrials 8.5 %
  • Consumer discretionary 8.0 %
  • Communication 7.4 %
  • Consumer staples 4.9 %
  • Energy 3.8 %
  • Materials 3.0 %
  • Utilities 2.4 %
  • Real estate 1.0 %
  • Unattributed 13.6 %

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

Currency breakdown

  • USD 71.8 %
  • EUR 10.9 %
  • GBP 4.8 %
  • CAD 4.3 %
  • CHF 2.9 %
  • AUD 2.1 %
  • SEK 1.0 %
  • HKD 0.6 %
  • DKK 0.5 %
  • SGD 0.5 %
  • NOK 0.3 %
  • ILS 0.2 %

The quoted currency of each line, as declared.

Country breakdown

  • US 71.4 %
  • GB 4.8 %
  • CA 4.2 %
  • FR 3.2 %
  • CH 3.0 %
  • DE 2.8 %
  • AU 2.1 %
  • NL 1.8 %
  • ES 1.2 %
  • SE 1.0 %
  • IT 1.0 %
  • HK 0.6 %
  • Other countries 3.1 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US562271.9M $71.42 %
2GB7318.4M $4.83 %
3CA7616M $4.21 %
4FR5112M $3.15 %
5CH4211.3M $2.97 %
6DE4710.5M $2.76 %
7AU467.9M $2.08 %
8NL306.7M $1.76 %
9ES194.5M $1.17 %
10SE403.9M $1.01 %
11IT243.8M $1.00 %
12HK202.2M $0.58 %

Positions

RankCompanySharesValueWeight
901APA Group 8,04055.2K $0.01 %
902Super Micro Computer Inc 2,42155.1K $0.01 %
903Rivian Automotive Inc 3,62454.5K $0.01 %
904Gartner Inc 34354.3K $0.01 %
905Carlyle Group Inc/The 1,11954.1K $0.01 %
906Skanska AB 2,02654.1K $0.01 %
907H & M Hennes & Mauritz AB 2,91453.9K $0.01 %
908Fidelity National Financial Inc 1,15553.6K $0.01 %
909Atlassian Corp 78453.5K $0.01 %
910HEICO Corp 19453.2K $0.01 %
911Delta Air Lines Inc 79552.9K $0.01 %
912Galaxy Entertainment Group Ltd 11,82352.8K $0.01 %
913Equitable Holdings Inc 1,40852.3K $0.01 %
914Coloplast A/S 77152K $0.01 %
915AECOM 61251.9K $0.01 %
916Equity LifeStyle Properties Inc 83151.9K $0.01 %
917Pinterest Inc 2,82551.8K $0.01 %
918Grab Holdings Ltd 14,14951.8K $0.01 %
919AddTech AB 1,54351.8K $0.01 %
920Rexel SA 1,34551.7K $0.01 %
921Domino's Pizza Inc 14451.7K $0.01 %
922Orion Oyj 64151.6K $0.01 %
923Eurofins Scientific SE 71251.6K $0.01 %
924Jack Henry & Associates Inc 32551.4K $0.01 %
925Element Fleet Management Corp 2,36851.4K $0.01 %
926Beiersdorf AG 58051.3K $0.01 %
927GoDaddy Inc 62151.3K $0.01 %
928Xero Ltd 98951.3K $0.01 %
929Hongkong Land Holdings Ltd 6,53150.7K $0.01 %
930Banco Comercial Portugues SA 52,71550.7K $0.01 %
931Melrose Industries PLC 7,58050.4K $0.01 %
932Dynatrace Inc 1,36450.4K $0.01 %
933Healthpeak Properties Inc 3,06650.4K $0.01 %
934Keyera Corp 1,30150.3K $0.01 %
935Samsara Inc 1,58850.3K $0.01 %
936CCL Industries Inc 80350.3K $0.01 %
937Zebra Technologies Corp 24050.2K $0.01 %
938Essential Utilities Inc 1,23749.8K $0.01 %
939QIAGEN NV 1,23549.6K $0.01 %
940Lottery Corp Ltd/The 13,23749.1K $0.01 %
941M&G PLC 13,63449.1K $0.01 %
942Epiroc AB 2,32049.1K $0.01 %
943Unipol Assicurazioni SpA 2,13849K $0.01 %
944TFI International Inc 45049K $0.01 %
945Knorr-Bremse AG 43649K $0.01 %
946Medibank Pvt Ltd 16,23848.8K $0.01 %
947Securitas AB 2,92548.8K $0.01 %
948Swedish Orphan Biovitrum AB 1,17648.7K $0.01 %
949Tryg A/S 2,03948.6K $0.01 %
950Brenntag SE 73448.6K $0.01 %
951UDR Inc 1,43348.4K $0.01 %
952Evolution AB 78348.4K $0.01 %
953Klepierre SA 1,28848.3K $0.01 %
954SKF AB 2,02848K $0.01 %
955Solventum Corp 73247.8K $0.01 %
956Associated British Foods PLC 1,92047.7K $0.01 %
957Telecom Italia SpA/Milano 68,46647.4K $0.01 %
958Futu Holdings Ltd 34547.2K $0.01 %
959Lundin Gold Inc 61747.2K $0.01 %
960Singapore Airlines Ltd 9,18447.1K $0.01 %
961Talanx AG 38647.1K $0.01 %
962Wise PLC 3,93347K $0.01 %
963J M Smucker Co/The 48747K $0.01 %
964Jeronimo Martins SGPS SA 1,95246.4K $0.01 %
965Belimo Holding AG 5846.1K $0.01 %
966J Sainsbury PLC 10,26446.1K $0.01 %
967CAE Inc 1,76746K $0.01 %
968Trade Desk Inc/The 2,01945.8K $0.01 %
969Continental AG 66445.7K $0.01 %
970Cochlear Ltd 38945.4K $0.01 %
971Pearson PLC 3,45145.2K $0.01 %
972Nutanix Inc 1,18845.2K $0.01 %
973Industrivarden AB 92345.1K $0.01 %
974Gen Digital Inc 2,37844.8K $0.01 %
975Universal Health Services Inc 25044.7K $0.01 %
976Yangzijiang Shipbuilding Holdings Ltd 15,18044.6K $0.01 %
977Henkel AG & Co KGaA 62244.4K $0.01 %
978Intertek Group PLC 92044.4K $0.01 %
979Magnum Ice Cream Co NV/The 3,02244.4K $0.01 %
980Trelleborg AB 1,19944.2K $0.01 %
981Groupe Bruxelles Lambert NV 49144.1K $0.01 %
982CapitaLand Ascendas REIT 22,92244K $0.01 %
983AP Moller - Maersk A/S 1843.8K $0.01 %
984Stockland 14,72543.8K $0.01 %
985DraftKings Inc 2,02543.8K $0.01 %
986Booz Allen Hamilton Holding Corp 55943.6K $0.01 %
987EXOR NV 57443.6K $0.01 %
988Dassault Aviation SA 11843.5K $0.01 %
989Docusign Inc 91843.5K $0.01 %
990Naturgy Energy Group SA 1,45143.4K $0.01 %
991CNH Industrial NV 3,94243.4K $0.01 %
992Schindler Holding AG 13943.3K $0.01 %
993Saputo Inc 1,38443.2K $0.01 %
994IonQ Inc 1,48542.8K $0.01 %
995ASX Ltd 1,18042.6K $0.01 %
996News Corp 1,69242.2K $0.01 %
997American Homes 4 Rent 1,50642K $0.01 %
998Ipsen SA 22541.7K $0.01 %
999Builders FirstSource Inc 50641.7K $0.01 %
1,000Nice Ltd 37541.4K $0.01 %