Titelia

Holdings of Goldman Sachs GQG Partners International Opportunities Fund

Goldman Sachs Trust II · 59 declared positions · as of Apr 30, 2026

Original filing · Net assets 57B $ · Ten largest lines: 42.6 % of the equity sleeve

Sector breakdown

  • Consumer staples 20.8 %
  • Energy 19.1 %
  • Utilities 11.0 %
  • Health care 10.4 %
  • Financials 9.5 %
  • Funds 5.1 %
  • Communication 2.1 %
  • Industrials 1.3 %
  • Materials 0.4 %
  • Technology 0.1 %
  • Unattributed 20.0 %

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

Currency breakdown

  • EUR 25.1 %
  • USD 24.0 %
  • GBP 15.4 %
  • INR 11.0 %
  • CAD 9.6 %
  • CHF 8.0 %
  • JPY 4.1 %
  • AED 1.4 %
  • BRL 0.9 %
  • ILS 0.4 %

The quoted currency of each line, as declared.

Country breakdown

  • GB 19.2 %
  • US 17.4 %
  • IN 13.7 %
  • CA 9.6 %
  • CH 8.0 %
  • FR 8.0 %
  • ES 4.4 %
  • JP 4.1 %
  • IT 3.4 %
  • DE 3.4 %
  • BR 3.2 %
  • NL 2.6 %
  • Other countries 2.9 %

Shares computed on the equity sleeve.

CountryLinesValueShare
GB910.5B $19.17 %
US49.5B $17.44 %
IN107.5B $13.75 %
CA75.3B $9.61 %
CH44.4B $8.04 %
FR44.4B $8.00 %
ES22.4B $4.42 %
JP32.2B $4.07 %
IT21.9B $3.41 %
DE51.8B $3.37 %
BR31.8B $3.23 %
NL21.4B $2.56 %

Positions

CompanySharesValueWeight
Philip Morris International Inc. 22,297,7643.7B $6.46 %
Goldman Sachs Financial Square Government Fund 2,805,016,1802.8B $4.93 %
TotalEnergies SE 27,288,7422.5B $4.45 %
British American Tobacco PLC 41,092,0502.4B $4.25 %
Chubb Ltd 7,316,1952.4B $4.20 %
Enbridge Inc 35,893,4772B $3.50 %
Iberdrola SA 82,873,3491.9B $3.41 %
Novartis AG 13,103,9291.9B $3.40 %
AstraZeneca PLC 10,068,3811.9B $3.35 %
Nestle SA 16,760,5711.7B $2.98 %
Enel SpA 124,698,0011.5B $2.56 %
National Grid PLC 81,094,2911.5B $2.55 %
Adani Power Ltd 584,162,2691.4B $2.41 %
Petroleo Brasileiro SA - Petrobras 58,879,1151.3B $2.28 %
Shell PLC 27,048,3051.2B $2.14 %
ICICI Bank Ltd 42,338,3511.1B $1.98 %
Japan Tobacco Inc 27,370,8001B $1.79 %
Sanofi SA 10,251,389959.3M $1.68 %
Imperial Brands PLC 24,320,044924M $1.62 %
Adani Ports & Special Economic Zone Ltd 51,309,967901.6M $1.58 %
Bharti Airtel Ltd 43,311,205865.8M $1.52 %
Tokio Marine Holdings Inc 18,892,625865.2M $1.52 %
British American Tobacco PLC 13,824,103812.9M $1.43 %
ITC Ltd 238,384,367793.7M $1.39 %
Adani Enterprises Ltd 30,268,794772.1M $1.36 %
Koninklijke Ahold Delhaize NV 15,461,494726.2M $1.28 %
Heineken NV 8,638,048672.5M $1.18 %
Chevron Corp 3,439,177664.8M $1.17 %
Suncor Energy Inc 9,586,638656.9M $1.15 %
E.ON SE 29,432,687652.5M $1.15 %
Intact Financial Corp 3,385,302652.3M $1.15 %
Anheuser-Busch InBev SA/NV 8,286,121626.1M $1.10 %
BP PLC 77,562,492614M $1.08 %
Danone SA 7,798,504611M $1.07 %
Canadian Natural Resources Ltd 12,453,979594.5M $1.04 %
Unilever PLC 10,142,161591.4M $1.04 %
Cenovus Energy Inc 19,753,313577.9M $1.01 %
TC Energy Corp 8,573,661574.9M $1.01 %
Roche Holding AG 1,377,073561.2M $0.99 %
SSE PLC 15,120,590541.4M $0.95 %
Bayerische Motoren Werke AG 5,871,358537.3M $0.94 %
Adani Green Energy Ltd 36,965,861481.2M $0.84 %
Adani Energy Solutions Ltd 33,429,320475.3M $0.83 %
CaixaBank SA 37,336,134475.2M $0.83 %
International Holding Co PJSC 4,371,700465.2M $0.82 %
Eni SpA 14,410,882407.5M $0.72 %
Banco BTG Pactual SA 33,079,111396.4M $0.70 %
GMR Airports Ltd 367,526,181375.6M $0.66 %
HDFC Bank Ltd 13,986,861355.4M $0.62 %
Takeda Pharmaceutical Co Ltd 10,204,800341.2M $0.60 %
First Abu Dhabi Bank PJSC 66,961,161320.1M $0.56 %
Deutsche Telekom AG 8,948,953289.1M $0.51 %
Mercedes-Benz Group AG 4,897,755285.5M $0.50 %
Thales SA 989,336271.8M $0.48 %
Franco-Nevada Corp 907,983209.5M $0.37 %
Chocoladefabriken Lindt & Spruengli AG 16,598203.4M $0.36 %
Bank Leumi Le-Israel BM 7,806,235197.6M $0.35 %
SAP SE 480,11480.6M $0.14 %
Axia Energia SA 5,762,40072.2M $0.13 %