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
601Techtronic Industries Co Ltd 8,755114K $0.01 %
602InterContinental Hotels Group PLC 870113.4K $0.01 %
603ABN AMRO Bank NV 3,611113.2K $0.01 %
604Dexcom Inc 1,797112.9K $0.01 %
605Cincinnati Financial Corp 717112.8K $0.01 %
606EDP SA 21,541112.7K $0.01 %
607Publicis Groupe SA 1,375112.6K $0.01 %
608Vonovia SE 4,509112.4K $0.01 %
609BPER Banca SPA 8,729112.3K $0.01 %
610Flex Ltd 1,712112.1K $0.01 %
611Svenska Handelsbanken AB 8,599111.8K $0.01 %
612Qnity Electronics Inc 964111.2K $0.01 %
613Hannover Rueck SE 359111.1K $0.01 %
614Regions Financial Corp 4,254111.1K $0.01 %
615Fidelity National Information Services Inc 2,364110.9K $0.01 %
616Legal & General Group PLC 33,853110.4K $0.01 %
617PPG Industries Inc 1,026109.7K $0.01 %
618Brookfield Asset Management Ltd 2,457109.2K $0.01 %
619Markel Group Inc 57109.1K $0.01 %
620Omnicom Group Inc 1,446108.9K $0.01 %
621Banco de Sabadell SA 30,958108.9K $0.01 %
622Capgemini SE 934108.5K $0.01 %
623Wartsila OYJ Abp 2,952108.2K $0.01 %
624Live Nation Entertainment Inc 709108.1K $0.01 %
625Wolters Kluwer NV 1,437107.3K $0.01 %
626Tractor Supply Co 2,367107.2K $0.01 %
627Ulta Beauty Inc 205107.2K $0.01 %
628AvalonBay Communities, Inc. 651106.3K $0.01 %
629Santos Ltd 19,263105.8K $0.01 %
630Evolution Mining Ltd 12,104105.4K $0.01 %
631Alamos Gold Inc 2,365105.2K $0.01 %
632RB Global Inc 1,082103.8K $0.01 %
633Darden Restaurants Inc 528103.5K $0.01 %
634CMS Energy Corp 1,331103.3K $0.01 %
635SGS SA 978102.9K $0.01 %
636Aristocrat Leisure Ltd 3,277102.5K $0.01 %
637Antofagasta PLC 2,327102.5K $0.01 %
638Williams-Sonoma Inc 562102.5K $0.01 %
639Church & Dwight Co Inc 1,086101.3K $0.01 %
640Veralto Corp 1,138100.6K $0.01 %
641Equifax Inc 55599.9K $0.01 %
642Banca Monte dei Paschi di Siena SpA 11,61799.7K $0.01 %
643Tourmaline Oil Corp 2,08099.6K $0.01 %
644Labcorp Holdings Inc 37299.3K $0.01 %
645First Quantum Minerals Ltd 4,13999K $0.01 %
646Constellation Brands Inc 65998.9K $0.01 %
647BT Group PLC 35,41098.7K $0.01 %
648STERIS PLC 44698.6K $0.01 %
649NiSource Inc 2,10998.4K $0.01 %
650Quest Diagnostics Inc 50098K $0.01 %
651Equity Residential 1,65397.8K $0.01 %
652Lundin Mining Corp 3,88897K $0.01 %
653Dollar Tree Inc 88596.9K $0.01 %
654Genmab A/S 36596.7K $0.01 %
655Bank of Ireland Group PLC 5,41596.6K $0.01 %
656Telefonica SA 21,95096.3K $0.01 %
657VAT Group AG 15996.2K $0.01 %
658UPM-Kymmene Oyj 3,08895.7K $0.01 %
659Merck KGaA 76995.6K $0.01 %
660Epiroc AB 3,93095.1K $0.01 %
661Cellnex Telecom SA 2,96695.1K $0.01 %
662Terna - Rete Elettrica Nazionale 8,31894.8K $0.01 %
663MongoDB Inc 38794.7K $0.01 %
664Zoom Communications Inc 1,16593.7K $0.01 %
665SoFi Technologies Inc 5,89693.6K $0.01 %
666First Solar Inc 47493.5K $0.01 %
667Burlington Stores Inc 28793.4K $0.01 %
668VeriSign Inc 37693.4K $0.01 %
669Principal Financial Group Inc 1,03493.2K $0.01 %
670Smurfit Westrock PLC 2,33693.1K $0.01 %
671NetApp Inc 90993.1K $0.01 %
672Rentokil Initial PLC 15,05293K $0.01 %
673CF Industries Holdings Inc 71492.7K $0.01 %
674Norsk Hydro ASA 8,75792.7K $0.01 %
675Banco BPM SpA 6,75492.6K $0.01 %
676CLP Holdings Ltd 9,85092.3K $0.01 %
677BE Semiconductor Industries NV 44692.3K $0.01 %
678Alfa Laval AB 1,71692K $0.01 %
679T Rowe Price Group Inc 1,01991.9K $0.01 %
680LyondellBasell Industries NV 1,13991.8K $0.01 %
681Essity AB 3,57291.7K $0.01 %
682W R Berkley Corp 1,36990.7K $0.01 %
683Snam SpA 11,97390.7K $0.01 %
684Pernod Ricard SA 1,21490.1K $0.01 %
685Corpay Inc 30989.9K $0.01 %
686Flutter Entertainment PLC 88189.8K $0.01 %
687KeyCorp 4,46789.6K $0.01 %
688Kraft Heinz Co/The 3,96689.2K $0.01 %
689Bombardier Inc 50389K $0.01 %
690EQT AB 2,93088.7K $0.01 %
691General Mills, Inc. 2,37988.5K $0.01 %
692Julius Baer Group Ltd 1,21788.5K $0.01 %
693CH Robinson Worldwide Inc 53388.5K $0.01 %
694Twilio Inc 69787.7K $0.01 %
695Royalty Pharma PLC 1,82887.7K $0.01 %
696DuPont de Nemours Inc 1,91387.6K $0.01 %
697Magna International Inc 1,56587.4K $0.01 %
698Origin Energy Ltd 10,23187.4K $0.01 %
699Emera Inc 1,68187.1K $0.01 %
700Expeditors International of Washington Inc 60887.1K $0.01 %