Universal Via Asset Allocation - Conservative Portfolio
Fortune V Separate Account
Fund of funds

Portfolio moves

Net position changes between two of this fund's N-PORT snapshots. These are differences between point-in-time reports — not a trade log — and share counts can be affected by splits and other corporate actions.

Dec 31, 2025 → Mar 31, 2026

Expand a category to see the positions behind it, ranked by weight.

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No positions in this category.

Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Core Bond, Class I2 1,463,675 1,478,762 15,087 30.87% -$16.92K
Transamerica Bond, Class I2 1,503,718 1,520,446 16,728 29.82% -$15.54K
Transamerica Short-Term Bond, Class I2 215,873 218,155 2,283 5.23% $7.37K
Transamerica Emerging Markets Debt Fund 162,386 164,626 2,240 3.81% -$11.19K
Transamerica Inflation Opportunities, Class I2 135,531 135,787 256 3.25% $2.52K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
Transamerica Large Cap Value, Class I2 154,821 129,097 -25,724 5.39% -$447.87K
Transamerica US Growth, Class I2 83,578 67,551 -16,027 5.08% -$770.69K
Transamerica Sustainable Equity Income, Class I2 193,778 160,374 -33,404 3.37% -$296.36K
Transamerica Capital Growth, Class I2 131,791 101,733 -30,058 2.89% -$618.02K
Transamerica Emerging Markets Equity, Class I2 111,896 93,184 -18,712 2.53% -$166.68K
Transamerica International Focus, Class I2 179,235 143,952 -35,283 2.25% -$301.79K
Transamerica International Stock, Class I2 46,441 38,480 -7,961 1.39% -$122.17K
Transamerica International Equity, Class I2 25,680 21,340 -4,339 1.29% -$110.19K
Transamerica Small Cap Value, Class I2 66,933 56,058 -10,874 0.75% -$36.27K
Transamerica International Small Cap Value, Class I2 18,069 14,887 -3,182 0.64% -$54.19K
Transamerica Small Cap Growth, Class I2 48,204 39,432 -8,772 0.49% -$56.43K
Transamerica Energy Infrastructure, Class I2 21,439 18,123 -3,316 0.46% $3.43K
Transamerica Mid Cap Growth, Class I2 16,463 13,267 -3,196 0.27% -$34.42K
Transamerica Mid Cap Value Opportunities, Class I2 10,714 8,841 -1,873 0.21% -$18.69K
Security Shares Dec 2025 Shares Mar 2026 Δ shares End % Δ value
TA GLOBAL ALLOC LIQUID TRUST MUTUAL FUND 50 50 0 0.00% $5

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