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.

RankCountryLinesValueShare
1US574610.6M $64.89 %
2JP23276.8M $8.16 %
3GB9748.2M $5.12 %
4FR5531.4M $3.34 %
5CH4829.8M $3.17 %
6DE5327.2M $2.90 %
7AU7124.7M $2.62 %
8NL3517M $1.81 %
9ES2211.6M $1.23 %
10SE6411.1M $1.18 %
11IT249.7M $1.03 %
12HK288M $0.85 %

Positions

RankCompanySharesValueWeight
301Japan Tobacco Inc 17,764681.6K $0.04 %
302Ecolab Inc 2,556679.9K $0.04 %
303General Motors Co 9,064675.3K $0.04 %
304Host Hotels & Resorts Inc 35,221674.8K $0.04 %
305Woodside Energy Group Ltd 28,213672.9K $0.04 %
306Moody's Corp 1,538671K $0.04 %
307Argenx SE 918668.7K $0.04 %
308Lonza Group AG 1,042666.7K $0.04 %
309Bayer AG 14,579662.8K $0.04 %
310Segro PLC 75,755658.8K $0.04 %
311Kinder Morgan, Inc. 19,631658.2K $0.04 %
312TransDigm Group Inc 566656K $0.04 %
313Haleon PLC 132,179654.3K $0.04 %
314Reckitt Benckiser Group PLC 9,573649.6K $0.04 %
315Mercedes-Benz Group AG 10,717649.3K $0.04 %
316Air Products and Chemicals Inc 2,233648.7K $0.04 %
317Sun Communities Inc 5,145648.1K $0.04 %
318Elevance Health Inc 2,213647.9K $0.04 %
319L3Harris Technologies Inc 1,873646.5K $0.04 %
320Norfolk Southern Corp 2,252646.3K $0.04 %
321KKR & Co Inc 6,883636.7K $0.04 %
322Sempra 6,545636K $0.04 %
323Travelers Cos Inc/The 2,168632.4K $0.04 %
324NIKE Inc 11,947631K $0.04 %
325Ferrari NV 1,871630.7K $0.04 %
326Holcim AG 7,571628.3K $0.04 %
327Nokia Oyj 78,610626.5K $0.04 %
328RWE AG 9,383624.9K $0.04 %
329Rio Tinto Ltd 5,511619.6K $0.04 %
330WP Carey Inc 9,106618.8K $0.04 %
331SSE PLC 17,914618.5K $0.04 %
332Koninklijke Ahold Delhaize NV 13,226617.4K $0.04 %
333TE Connectivity PLC 2,942614.9K $0.04 %
334Diageo PLC 33,039613.9K $0.04 %
335Cencora Inc 1,951612.9K $0.04 %
336CapitaLand Integrated Commercial Trust 339,266609.3K $0.04 %
337PACCAR Inc 5,268608.5K $0.04 %
338Baker Hughes Co 9,909604.9K $0.04 %
339Sandvik AB 15,824604.7K $0.04 %
340Fujikura Ltd. 22,200604K $0.04 %
341Sumitomo Corp 16,197602.8K $0.04 %
342Legrand SA 3,892601.4K $0.04 %
343Tesco PLC 94,778597.6K $0.04 %
344Sumitomo Electric Industries Ltd. 10,601593.6K $0.04 %
345Healthpeak Properties Inc 36,089592.9K $0.04 %
346Standard Chartered PLC 28,486591.6K $0.04 %
347Truist Financial Corp 12,659581.9K $0.04 %
348Cintas Corp 3,408576.4K $0.04 %
349Panasonic Holdings Corp. 34,563573.9K $0.04 %
350UDR Inc 16,894570.7K $0.03 %
351ONEOK Inc 6,309570.3K $0.03 %
352SoftBank Corp 426,715569.5K $0.03 %
353UCB SA 1,876565.1K $0.03 %
354Orange SA 27,633564.6K $0.03 %
355Corteva Inc 6,744564.5K $0.03 %
356DoorDash Inc 3,748562.8K $0.03 %
357Disco Corp 1,402561.8K $0.03 %
358AutoZone Inc 166560.7K $0.03 %
359Arthur J Gallagher & Co 2,577558.1K $0.03 %
360Alcon AG 7,416556.4K $0.03 %
361Murata Manufacturing Co Ltd 24,720554.2K $0.03 %
362Chugai Pharmaceutical Co Ltd 9,994553K $0.03 %
363Komatsu Ltd 14,078552.6K $0.03 %
364Target Corp 4,540550.2K $0.03 %
365Robinhood Markets Inc 7,925549.2K $0.03 %
366Ciena Corp 1,412548.2K $0.03 %
367Cie de Saint-Gobain SA 6,609543.9K $0.03 %
368Omega Healthcare Investors Inc 12,394543.1K $0.03 %
369Allstate Corp/The 2,607540.5K $0.03 %
370Targa Resources Corp 2,152539.6K $0.03 %
371Airbnb Inc 4,247536.3K $0.03 %
372Camden Property Trust 5,471534.3K $0.03 %
373United Overseas Bank Ltd 18,575534.2K $0.03 %
374Fastenal Co 11,513534.2K $0.03 %
375Monolithic Power Systems Inc 488533.6K $0.03 %
376Assa Abloy AB 14,874533.4K $0.03 %
377Fujitsu Ltd 26,123530.9K $0.03 %
378ASM International NV 695529.4K $0.03 %
379Dominion Energy Inc 8,562529.3K $0.03 %
380Prudential PLC 37,782526.9K $0.03 %
381Apollo Global Management Inc 4,656518.8K $0.03 %
382Monster Beverage Corp 7,152518.2K $0.03 %
383Fortinet Inc 6,338517.9K $0.03 %
384Sompo Holdings Inc 13,202515.8K $0.03 %
385ORIX Corp 17,217515.8K $0.03 %
386Aflac Inc 4,681513.6K $0.03 %
387Teva Pharmaceutical Industries Ltd 17,019512.6K $0.03 %
388Generali 12,650510.1K $0.03 %
389Entergy Corp 4,536509.7K $0.03 %
390Autodesk Inc 2,126509K $0.03 %
391Gaming and Leisure Properties Inc 11,406506.1K $0.03 %
392Equity LifeStyle Properties Inc 8,071503.8K $0.03 %
393Lumentum Holdings Inc 716503.2K $0.03 %
394Exelon Corp 10,257502.8K $0.03 %
395Zoetis Inc 4,233500.4K $0.03 %
396MS&AD Insurance Group Holdings Inc 19,088499.5K $0.03 %
397Cardinal Health, Inc. 2,360498.7K $0.03 %
398NXP Semiconductors NV 2,524496.9K $0.03 %
399Ferrovial SE 7,622495.6K $0.03 %
400AMETEK Inc 2,308494.7K $0.03 %