Titelia

Holdings of Variable Portfolio - Partners International Value Fund

Columbia Funds Variable Series Trust II · 158 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.5B $ · Ten largest lines: 16.8 % of the equity sleeve

Sector breakdown

  • Health care 6.9 %
  • Technology 3.7 %
  • Energy 3.0 %
  • Financials 2.6 %
  • Consumer discretionary 1.9 %
  • Industrials 1.6 %
  • Materials 1.0 %
  • Consumer staples 1.0 %
  • Communication 0.8 %
  • Unattributed 77.5 %

Sector is not declared in Form N-PORT: this is a Titelia classification, decided company by company. The unattributed share is counted as such rather than spread over the others.

Currency breakdown

  • EUR 36.7 %
  • JPY 19.0 %
  • GBP 13.7 %
  • CHF 5.8 %
  • HKD 5.6 %
  • USD 5.1 %
  • NOK 3.5 %
  • KRW 2.0 %
  • BRL 1.9 %
  • AUD 1.5 %
  • CAD 1.5 %
  • DKK 1.3 %
  • SEK 1.1 %
  • SGD 0.8 %
  • IDR 0.3 %
  • THB 0.3 %

The currency each line is denominated in, as declared. It does not follow the country: a French company listed in the United States is declared in dollars.

Country breakdown

  • JP 19.0 %
  • GB 14.5 %
  • FR 14.3 %
  • DE 11.6 %
  • NL 5.9 %
  • CH 5.8 %
  • HK 5.2 %
  • NO 3.5 %
  • US 3.2 %
  • IE 2.6 %
  • KR 2.0 %
  • BR 1.9 %
  • Other countries 10.6 %

Shares computed on the equity sleeve, the only part this site carries.

CountryLinesValue (USD)Share
JP30268.4M $18.98 %
GB27204.9M $14.49 %
FR19202.7M $14.33 %
DE17163.4M $11.55 %
NL883.3M $5.89 %
CH682.3M $5.82 %
HK773.6M $5.21 %
NO348.9M $3.46 %
US544.9M $3.18 %
IE436.2M $2.56 %
KR228.7M $2.03 %
BR326.5M $1.87 %

Positions

CompanySharesValue (USD)Weight
Equinor ASA 682,64229.1M $2.00 %
GSK PLC 963,57526.5M $1.83 %
Sanofi SA 262,45125.3M $1.74 %
Roche Holding AG 62,90025.1M $1.73 %
BASF SE 398,82424.6M $1.69 %
ING Groep NV 862,42022.4M $1.54 %
Reckitt Benckiser Group PLC 328,03822.1M $1.52 %
Daimler Truck Holding AG 435,13621.4M $1.47 %
Daikin Industries Ltd 173,70020.8M $1.43 %
Cie Generale des Etablissements Michelin SCA 607,52220.8M $1.43 %
Sumitomo Mitsui Financial Group Inc 610,10020.1M $1.38 %
Rexel SA 495,32719.6M $1.35 %
Julius Baer Group Ltd 266,33419.6M $1.35 %
Amundi SA 217,11018.7M $1.28 %
ASML Holding NV 13,10017.4M $1.20 %
Shell PLC 185,98917.3M $1.19 %
HSBC Holdings PLC 989,98616.3M $1.12 %
J Sainsbury PLC 3,616,09216.2M $1.12 %
Bank of Ireland Group PLC 885,97716.1M $1.11 %
Suntory Beverage & Food Ltd 566,50016M $1.10 %
Samsung Electronics Co Ltd 133,90015.7M $1.08 %
Danske Bank A/S 305,30315M $1.03 %
UBS Group AG 377,86414.7M $1.01 %
Societe Generale SA 200,40014.6M $1.01 %
Koninklijke Philips NV 525,27114.4M $0.99 %
Olympus Corp 1,496,80014.3M $0.98 %
Ambev SA 4,727,00013.9M $0.96 %
Veolia Environnement SA 358,64013.7M $0.94 %
Alibaba Group Holding Ltd 849,20013.3M $0.92 %
Magna International Inc 237,49613.3M $0.91 %
Hitachi Ltd 450,50013.2M $0.91 %
Shinhan Financial Group Co Ltd 219,04013.1M $0.90 %
Lloyds Banking Group PLC 10,497,60013M $0.89 %
DNB Bank ASA 412,19512.9M $0.89 %
China Overseas Land & Investment Ltd 8,645,34312.9M $0.89 %
Haier Smart Home Co Ltd 4,784,60012.8M $0.88 %
Evonik Industries AG 649,47712.7M $0.88 %
Bayer AG 273,45212.7M $0.87 %
MINEBEA MITSUMI Inc 752,50012.5M $0.86 %
Murata Manufacturing Co Ltd 549,30012.3M $0.85 %
TDK Corp 919,20011.9M $0.82 %
Galaxy Entertainment Group Ltd 2,631,00011.9M $0.82 %
Teleperformance SE 202,25911.9M $0.82 %
ArcelorMittal SA 228,48411.8M $0.81 %
Arkema SA 171,84811.8M $0.81 %
ORIX Corp 397,60011.8M $0.81 %
Sony Group Corp 561,30011.7M $0.80 %
Publicis Groupe SA 134,05411.1M $0.76 %
Fresenius Medical Care AG 240,66010.9M $0.75 %
Accor SA 223,34010.7M $0.74 %
DBS Group Holdings Ltd 239,86010.7M $0.73 %
AIB Group PLC 995,20010.6M $0.73 %
Kubota Corp 655,30510.5M $0.72 %
China Merchants Bank Co Ltd 1,647,50010.5M $0.72 %
CK Hutchison Holdings Ltd 1,356,10010.4M $0.72 %
Tesco PLC 1,651,04010.4M $0.71 %
Medtronic PLC 119,63510.4M $0.71 %
Continental AG 147,22310.3M $0.71 %
Accenture PLC 51,47110.2M $0.70 %
Siemens AG 40,8009.9M $0.68 %
AerCap Holdings NV 72,3009.9M $0.68 %
Nestle SA 100,6009.9M $0.68 %
Takeda Pharmaceutical Co Ltd 266,3009.8M $0.67 %
SAP SE 52,9009M $0.62 %
Komatsu Ltd 221,7768.8M $0.61 %
BP PLC 1,127,8008.8M $0.61 %
Seven & i Holdings Co Ltd 653,0008.8M $0.60 %
Shell PLC 185,0008.6M $0.59 %
Glencore PLC 1,121,8008.5M $0.58 %
Banco do Brasil SA 1,854,3008.3M $0.57 %
Resona Holdings Inc 720,1508.2M $0.57 %
Panasonic Holdings Corp. 487,0008.2M $0.56 %
Enel SpA 742,5188.1M $0.56 %
Randstad NV 304,6688M $0.55 %
KBC Group NV 64,7007.9M $0.54 %
Infineon Technologies AG 173,2007.9M $0.54 %
Deutsche Boerse AG 26,7007.8M $0.54 %
SBI Holdings Inc 416,3007.7M $0.53 %
Skandinaviska Enskilda Banken AB 406,8007.5M $0.52 %
TotalEnergies SE 81,3007.5M $0.51 %
Santos Ltd 1,360,6007.4M $0.51 %
Novartis AG 48,5007.4M $0.51 %
LVMH Moet Hennessy Louis Vuitton SE 13,5687.4M $0.51 %
Nokia Oyj 899,2607.2M $0.50 %
United Utilities Group PLC 411,2447.2M $0.49 %
Fujitsu Ltd 349,7007.2M $0.49 %
Capgemini SE 58,8006.9M $0.48 %
Aker BP ASA 187,2046.9M $0.48 %
Bridgestone Corp 326,6006.8M $0.47 %
Fukuoka Financial Group Inc 172,1006.6M $0.45 %
DCC PLC 105,0246.5M $0.45 %
Smurfit Westrock PLC 161,2006.4M $0.44 %
Anheuser-Busch InBev SA/NV 92,4006.4M $0.44 %
Heidelberg Materials AG 29,9006.3M $0.43 %
Merck KGaA 49,2006.3M $0.43 %
Allianz SE 14,7006.2M $0.43 %
Kyocera Corp 399,5006.1M $0.42 %
Prosus NV 129,4006M $0.41 %
Eurofins Scientific SE 81,7006M $0.41 %
Check Point Software Technologies Ltd 41,2005.9M $0.40 %
Macquarie Group Ltd 39,5005.6M $0.39 %
Cie de Saint-Gobain SA 67,4005.6M $0.38 %
Cie Financiere Richemont SA 31,5005.6M $0.38 %
FANUC Corp 154,2005.4M $0.37 %
Credit Agricole SA 286,1005.3M $0.37 %
Aviva PLC 640,0445.1M $0.35 %
CK Asset Holdings Ltd 891,8005.1M $0.35 %
Renesas Electronics Corp 345,4004.9M $0.34 %
Zalando SE 197,7004.8M $0.33 %
Deutsche Post AG 91,5114.8M $0.33 %
Mercedes-Benz Group AG 77,0934.7M $0.33 %
Unilever PLC 85,1554.7M $0.32 %
Linde PLC 9,4004.7M $0.32 %
Essity AB 178,2004.6M $0.32 %
Edenred SE 225,2004.5M $0.31 %
Pearson PLC 337,9004.5M $0.31 %
Legal & General Group PLC 1,331,1004.4M $0.30 %
Vale SA 270,6004.3M $0.30 %
Nomura Holdings Inc 529,7004.2M $0.29 %
Rakuten Group Inc 889,8004.2M $0.29 %
Standard Chartered PLC 199,2894.2M $0.29 %
Bank Rakyat Indonesia Persero Tbk PT 20,766,7004.1M $0.29 %
CCL Industries Inc 64,6004M $0.28 %
Canadian National Railway Co 38,3003.9M $0.27 %
Sonic Healthcare Ltd 275,8003.9M $0.27 %
Canon Inc 139,2003.9M $0.27 %
Bangkok Bank PCL 733,8003.7M $0.26 %
Magnum Ice Cream Co NV/The 253,9463.7M $0.26 %
Toray Industries Inc 497,0003.5M $0.24 %
Iida Group Holdings Co Ltd 219,4003.4M $0.23 %
Tenaris SA 115,4003.4M $0.23 %
Whitehaven Coal Ltd 522,0003.4M $0.23 %
Dai Nippon Printing Co Ltd 179,5003.3M $0.22 %
Wise PLC 269,6003.2M $0.22 %
Boliden AB 60,6003.2M $0.22 %
Sodexo SA 61,2043.1M $0.22 %
Cellnex Telecom SA 96,4003.1M $0.21 %
CTS Eventim AG & Co KGaA 51,8003M $0.21 %
Ryanair Holdings PLC 106,6003M $0.21 %
Nokia Oyj 371,4763M $0.20 %
Barclays PLC 559,2242.9M $0.20 %
Smith & Nephew PLC 180,7002.9M $0.20 %
Kingfisher PLC 750,1002.9M $0.20 %
Informa PLC 258,2002.6M $0.18 %
Nexans SA 18,4002.5M $0.17 %
Persimmon PLC 173,1002.5M $0.17 %
Inchcape PLC 242,8002.4M $0.17 %
Bunzl PLC 79,8002.4M $0.17 %
Nintendo Co Ltd 42,0002.4M $0.16 %
Novo Nordisk A/S 59,7002.2M $0.15 %
Beazley PLC 120,6002M $0.14 %
Barratt Redrow PLC 557,7001.9M $0.13 %
SITC International Holdings Co Ltd 419,7001.8M $0.13 %
ROCKWOOL A/S 66,1001.8M $0.13 %
FDJ UNITED 54,1001.6M $0.11 %
Travis Perkins PLC 208,4931.6M $0.11 %
EXOR NV 19,9001.5M $0.10 %
BHP Group Ltd 39,9001.4M $0.10 %