MG

MFS Global Tactical Allocation Portfolio

Mutual Fund
MFS VARIABLE INSURANCE TRUST II
Last update 2025-06-24 184 Stocks (14 new)
Value $115.00 Mil Turnover 4 %
Countries:
Top Holdings: XSWX:ROG(2.16%)SCHW(1.95%)LSE:NWG(1.95%)JNJ(1.94%)XSWX:UBSG(1.87%)
Summary Stock Picks Current Portfolio
MFS Global Tactical Allocation... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
XSWX:ROG
Roche Holding AG
7,545
2,480.8
-5.26%
2.160
-0.10%
0.000
-11.05%
+4.48%
207,302.6
Drug Manufacturers
SCHW
Charles Schwab Corp
28,652
2,242.9
-5.20%
1.950
-0.10%
0.000
+16.93%
+24.09%
165,780.4
Capital Markets
LSE:NWG
NatWest Group PLC
381,881
2,237.4
-5.20%
1.950
-0.09%
0.000
+13.19%
+31.76%
41,259.2
Banks
JNJ
Johnson & Johnson
13,471
2,234.0
-5.25%
1.940
-0.09%
0.000
-7.10%
+7.38%
367,527.7
Drug Manufacturers
XSWX:UBSG
UBS Group AG
70,291
2,153.8
-5.22%
1.870
-0.10%
0.000
+3.20%
0%
85,592.2
Banks
CI
The Cigna Group
6,037
1,986.2
-5.26%
1.730
-0.08%
0.000
+0.96%
+20.88%
88,312.0
Healthcare Plans
MDT
Medtronic PLC
22,023
1,979.0
-5.22%
1.720
-0.08%
0.000
-2.19%
+10.91%
111,687.8
Medical Devices & Instruments
PFE
Pfizer Inc
75,048
1,901.7
-5.24%
1.650
-0.09%
0.000
-2.52%
-5.35%
137,813.3
Drug Manufacturers
NTRS
Northern Trust Corp
19,140
1,888.2
+7.97%
1.640
+0.12%
0.010
+29.44%
+25.56%
24,665.5
Asset Management
AON
Aon PLC
4,269
1,703.7
-5.22%
1.480
-0.07%
0.000
-10.42%
-0.28%
77,038.7
Insurance

MFS Global Tactical Allocation Portfolio's Historical Top Holdings Breakdowns

MFS Global Tactical Allocation Portfolio's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
GOOGL
Alphabet Inc
2025-03-31
Sold Out
Sold Out
-0.55%
●
154.33 ($181.36) 206.38
$176.23
-2.83%
Sold Out
0
-3,361
GD
General Dynamics Corp
2025-03-31
Reduce
Reduce
-0.41%
●
241.94 ($259.92) 272.58
$291.66
12.21%
Reduce -54.88%
1,497
-1,821
TMUS
T-Mobile US Inc
2025-03-31
Reduce
Reduce
-0.41%
●
211.3 ($246.5) 272.83
$238.26
-3.34%
Reduce -61.76%
1,359
-2,195
XSWX:CFR
Compagnie Financiere Richemont SA
2025-03-31
Reduce
Reduce
-0.37%
●
134.25 (CHF166.06) 184.85
CHF149.45
-10.00%
Reduce -65.4%
1,504
-2,843
TSX:SU
Suncor Energy Inc
2025-03-31
Reduce
Reduce
-0.30%
●
49.24 (C$54.81) 58.05
C$51.01
-6.93%
Reduce -30.84%
21,984
-9,804
MCK
McKesson Corp
2025-03-31
Sold Out
Sold Out
-0.29%
●
566.21 ($618.25) 672.99
$732.78
18.52%
Sold Out
0
-592
GS
The Goldman Sachs Group Inc
2025-03-31
Reduce
Reduce
-0.25%
●
524.81 ($601.74) 672.19
$707.75
17.62%
Reduce -18.25%
2,298
-513
XPAR:RI
Pernod Ricard SA
2025-03-31
Sold Out
Sold Out
-0.22%
●
91.26 (€102.14) 111.7
€84.60
-17.17%
Sold Out
0
-2,251
CBOE
Cboe Global Markets Inc
2025-03-31
Sold Out
Sold Out
-0.22%
●
190.84 ($207.42) 226.29
$233.21
12.43%
Sold Out
0
-1,290
TFC
Truist Financial Corp
2025-03-31
Sold Out
Sold Out
-0.22%
●
39.48 ($44.55) 48.15
$42.99
-3.50%
Sold Out
0
-5,904

MFS Global Tactical Allocation Portfolio Total Holding History ($B)

To

MFS Global Tactical Allocation Portfolio's Asset Allocation

To

MFS Global Tactical Allocation Portfolio Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MFS Global Tactical Allocation Portfolio's Hypothetical Growth since 2025-03-31

MFS Global Tactical Allocation Portfolio's Yearly Returns

Year Portfolio % % Excess Gain %

MFS Global Tactical Allocation Portfolio's Holdings Heat Map

Size field:

MFS Global Tactical Allocation Portfolio's Holdings Bubble Chart

MFS Global Tactical Allocation Portfolio News

  • 1

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