Titelia

Holdings of AB Global Dynamic Allocation Portfolio

Brighthouse Funds Trust I ·1490 declared positions · as of Mar 31, 2026

Original filing · Net assets 1.6B $ · Ten largest lines: 21.7 % of the equity sleeve

Sector breakdown

  • Technology 21.3 %
  • Financials 12.6 %
  • Industrials 8.6 %
  • Health care 7.9 %
  • Communication 7.1 %
  • Consumer discretionary 7.0 %
  • Consumer staples 4.4 %
  • Real estate 4.0 %
  • Energy 2.9 %
  • Materials 2.4 %
  • Utilities 2.2 %
  • Unattributed 19.6 %

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

Currency breakdown

  • USD 65.4 %
  • EUR 11.4 %
  • JPY 8.2 %
  • GBP 5.1 %
  • CHF 3.2 %
  • AUD 2.6 %
  • SEK 1.2 %
  • HKD 0.9 %
  • SGD 0.7 %
  • DKK 0.5 %
  • ILS 0.3 %
  • NOK 0.2 %
  • CAD 0.2 %
  • NZD 0.1 %

The quoted currency of each line, as declared.

Country breakdown

  • US 64.9 %
  • JP 8.2 %
  • GB 5.1 %
  • FR 3.3 %
  • CH 3.2 %
  • DE 2.9 %
  • AU 2.6 %
  • NL 1.8 %
  • ES 1.2 %
  • SE 1.2 %
  • IT 1.0 %
  • HK 0.9 %
  • Other countries 3.7 %

Shares computed on the equity sleeve.

CountryLinesValueShare
US574610.6M $64.89 %
JP23276.8M $8.16 %
GB9748.2M $5.12 %
FR5531.4M $3.34 %
CH4829.8M $3.17 %
DE5327.2M $2.90 %
AU7124.7M $2.62 %
NL3517M $1.81 %
ES2211.6M $1.23 %
SE6411.1M $1.18 %
IT249.7M $1.03 %
HK288M $0.85 %

Positions

CompanySharesValueWeight
AIA Group Ltd 155,9271.8M $0.11 %
Gilead Sciences Inc 12,4411.7M $0.11 %
Safran SA 5,2791.7M $0.11 %
Walt Disney Co/The 17,7641.7M $0.10 %
Mitsubishi Estate Co Ltd 61,5601.7M $0.10 %
GSK PLC 60,4891.7M $0.10 %
Airbus SE 8,8201.7M $0.10 %
Mitsubishi Corp 47,8631.6M $0.10 %
Intuitive Surgical Inc 3,5611.6M $0.10 %
American Express Co 5,3701.6M $0.10 %
Tokyo Electron Ltd 6,6341.6M $0.10 %
ConocoPhillips 12,2851.6M $0.10 %
Pfizer Inc 57,0121.6M $0.10 %
Charles Schwab Corp/The 16,7491.6M $0.10 %
Sanofi SA 16,2911.6M $0.10 %
Boeing Co/The 7,8751.6M $0.10 %
Mitsui Fudosan Co Ltd 147,7241.6M $0.10 %
Iron Mountain Inc 15,2901.6M $0.10 %
Analog Devices Inc 4,9001.6M $0.10 %
Rio Tinto PLC 16,7551.6M $0.10 %
Amphenol Corp 12,3021.6M $0.09 %
Zurich Insurance Group AG 2,1721.5M $0.09 %
Advantest Corp 11,3311.5M $0.09 %
VICI Properties Inc 55,6491.5M $0.09 %
UniCredit SpA 20,8081.5M $0.09 %
Uber Technologies Inc 20,6371.5M $0.09 %
Mizuho Financial Group Inc 37,0021.5M $0.09 %
L'Oreal SA 3,5651.5M $0.09 %
Union Pacific Corp 5,9501.4M $0.09 %
Extra Space Storage Inc 10,9781.4M $0.09 %
Honeywell International Inc 6,3661.4M $0.09 %
Deere & Co 2,5281.4M $0.09 %
Cie Financiere Richemont SA 7,9791.4M $0.09 %
BNP Paribas SA 14,9181.4M $0.09 %
Mitsui & Co Ltd 36,6781.4M $0.09 %
DBS Group Holdings Ltd 31,5671.4M $0.09 %
Westpac Banking Corp 50,7661.4M $0.09 %
Eaton Corp PLC 3,8951.4M $0.09 %
Blackrock Inc 1,4471.4M $0.09 %
QUALCOMM Inc 10,6991.4M $0.08 %
Booking Holdings Inc 3231.4M $0.08 %
Sun Hung Kai Properties Ltd 80,0951.4M $0.08 %
Lowe's Cos Inc 5,6251.3M $0.08 %
SoftBank Group Corp 55,0881.3M $0.08 %
National Australia Bank Ltd 45,5291.3M $0.08 %
Enel SpA 120,7211.3M $0.08 %
S&P Global Inc 3,0681.3M $0.08 %
Palo Alto Networks Inc 8,1031.3M $0.08 %
Mitsubishi Heavy Industries Ltd 47,6091.3M $0.08 %
BAE Systems PLC 44,5391.3M $0.08 %
Tokio Marine Holdings Inc 27,2651.3M $0.08 %
Arista Networks Inc 10,3541.3M $0.08 %
Intesa Sanpaolo SpA 206,7681.3M $0.08 %
National Grid PLC 73,7481.2M $0.08 %
Bristol-Myers Squibb Co 20,4201.2M $0.08 %
Lockheed Martin Corp 2,0301.2M $0.07 %
Accenture PLC 6,1701.2M $0.07 %
Muenchener Rueckversicherungs-Gesellschaft AG in Muenchen 1,9391.2M $0.07 %
AvalonBay Communities, Inc. 7,3941.2M $0.07 %
Intuit Inc 2,7901.2M $0.07 %
Danaher Corp 6,3091.2M $0.07 %
Chubb Ltd 3,6471.2M $0.07 %
Newmont Corp 10,9421.2M $0.07 %
Progressive Corp/The 5,8771.2M $0.07 %
Equity Residential 19,3581.1M $0.07 %
Capital One Financial Corp 6,2681.1M $0.07 %
Rheinmetall AG 6831.1M $0.07 %
AXA SA 24,8151.1M $0.07 %
Vertex Pharmaceuticals Inc 2,5471.1M $0.07 %
Stryker Corp 3,4541.1M $0.07 %
Parker-Hannifin Corp 1,2661.1M $0.07 %
ING Groep NV 43,3461.1M $0.07 %
Glencore PLC 148,0221.1M $0.07 %
Spotify Technology SA 2,3241.1M $0.07 %
ANZ Group Holdings Ltd 44,7391.1M $0.07 %
ITOCHU Corp 88,2201.1M $0.07 %
Fast Retailing Co Ltd 2,7991.1M $0.07 %
Medtronic PLC 12,8551.1M $0.07 %
Altria Group, Inc. 16,8331.1M $0.07 %
Vinci SA 7,3401.1M $0.07 %
ServiceNow Inc 10,4891.1M $0.07 %
Barclays PLC 205,4451.1M $0.07 %
AppLovin Corp 2,7171.1M $0.07 %
Lloyds Banking Group PLC 873,9311.1M $0.07 %
CME Group Inc 3,6161.1M $0.07 %
Southern Co/The 11,0411.1M $0.07 %
Corning Inc 7,8291.1M $0.07 %
McKesson Corp 1,2281.1M $0.06 %
EssilorLuxottica SA 4,4701M $0.06 %
Comcast Corp 35,9821M $0.06 %
Sumitomo Realty & Development Co Ltd 36,4481M $0.06 %
Starbucks Corp 11,4241M $0.06 %
Investor AB 27,0361M $0.06 %
Duke Energy Corp 7,7981M $0.06 %
Vonovia SE 40,9941M $0.06 %
Shin-Etsu Chemical Co Ltd 25,0681M $0.06 %
Anheuser-Busch InBev SA/NV 14,6681M $0.06 %
Keyence Corp 2,8501M $0.06 %
Adobe Inc 4,1161M $0.06 %
T-Mobile US Inc 4,751997.9K $0.06 %