Titelia

Holdings of Variable Portfolio - Partners International Core Equity Fund

Columbia Funds Variable Series Trust II · 48 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.8B $ · Ten largest lines: 31.9 % of the equity sleeve

Sector breakdown

  • Industrials 17.0 %
  • Technology 14.4 %
  • Financials 11.9 %
  • Health care 11.3 %
  • Consumer discretionary 8.0 %
  • Consumer staples 7.3 %
  • Communication 5.2 %
  • Energy 3.2 %
  • Unattributed 21.6 %

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

Currency breakdown

  • EUR 26.6 %
  • GBP 21.9 %
  • JPY 17.7 %
  • CHF 11.7 %
  • USD 9.8 %
  • HKD 2.3 %
  • SGD 2.1 %
  • CNY 2.1 %
  • CAD 2.0 %
  • SEK 1.9 %
  • NOK 1.9 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 27.0 %
  • JP 17.7 %
  • CH 11.7 %
  • FR 8.6 %
  • DE 6.4 %
  • NL 5.0 %
  • US 4.4 %
  • CA 2.9 %
  • TW 2.5 %
  • HK 2.3 %
  • SG 2.1 %
  • CN 2.1 %
  • Other countries 7.2 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB12464.2M $26.98 %
JP9305.4M $17.75 %
CH5201.1M $11.69 %
FR4147.7M $8.58 %
DE3109.8M $6.38 %
NL186M $5.00 %
US475.5M $4.39 %
CA250.6M $2.94 %
TW143M $2.50 %
HK139.3M $2.28 %
SG137M $2.15 %
CN136.6M $2.13 %

Positions

CompanySharesValueWeight
ASML Holding NV 64,68086M $4.88 %
AstraZeneca PLC 360,95570.6M $4.00 %
Roche Holding AG 162,51064.9M $3.68 %
Shell PLC 1,159,82154.2M $3.08 %
SAP SE 284,72148.5M $2.75 %
MS&AD Insurance Group Holdings Inc 1,829,80047.7M $2.71 %
HSBC Holdings PLC 2,773,28345.5M $2.58 %
Cie Financiere Richemont SA 250,56144.2M $2.51 %
London Stock Exchange Group PLC 371,65243.9M $2.49 %
BAE Systems PLC 1,490,05943.7M $2.48 %
Mitsubishi UFJ Financial Group Inc 2,540,30043M $2.44 %
Taiwan Semiconductor Manufacturing Co Ltd 127,12143M $2.44 %
Chocoladefabriken Lindt & Spruengli AG 3,05242.9M $2.43 %
Hoya Corp 247,00042.8M $2.43 %
ITOCHU Corp 3,245,30041.3M $2.34 %
Siemens AG 168,68141.1M $2.33 %
Haleon PLC 8,290,87341M $2.33 %
Schneider Electric SE 149,25440M $2.27 %
Legrand SA 254,50239.5M $2.24 %
AIA Group Ltd 3,533,00039.3M $2.23 %
Fast Retailing Co Ltd 97,30038.4M $2.18 %
Singapore Telecommunications Ltd 9,626,20037M $2.10 %
Reckitt Benckiser Group PLC 549,37236.9M $2.09 %
Contemporary Amperex Technology Co Ltd 618,88136.6M $2.08 %
Sony Group Corp 1,689,80035.2M $2.00 %
LVMH Moet Hennessy Louis Vuitton SE 63,20134.5M $1.96 %
Unilever PLC 629,31134.5M $1.96 %
Erste Group Bank AG 313,91733.9M $1.92 %
Toronto-Dominion Bank/The 360,95633.7M $1.91 %
ARM Holdings PLC 222,16333.6M $1.91 %
Safran SA 102,68433.6M $1.91 %
RELX PLC 1,024,68733.6M $1.90 %
Svenska Handelsbanken AB 2,469,93932.6M $1.85 %
DNB Bank ASA 1,019,27531.9M $1.81 %
Lonza Group AG 46,65529.9M $1.70 %
Sage Group PLC/The 2,374,32826.6M $1.51 %
Bankinter SA 1,652,30326.2M $1.48 %
Liberty Media Corp-Liberty Formula One 286,99524.4M $1.38 %
Beiersdorf AG 223,93620.1M $1.14 %
MercadoLibre Inc 11,57320M $1.13 %
Recruit Holdings Co Ltd 458,50020M $1.13 %
Shimano Inc 185,20019.3M $1.10 %
Straumann Holding AG 183,81819.2M $1.09 %
SoftBank Group Corp 720,50017.5M $0.99 %
Tencent Music Entertainment Group 1,883,21217.5M $0.99 %
Kinross Gold Corp 554,34216.9M $0.96 %
Sea Ltd 164,33713.6M $0.77 %
NMC Health PLC 293,6980.4 $