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Holdings (Monthly) Guide ↗

Transamerica Multi-Asset Income

· Transamerica Funds
Monthly Holdings $938M AUM 26 positions Period Apr 2026 Filed Jun 18, 2026 EDGAR ↗ ← All Funds
All 20 New 17 Added 26 Reduced 28 Exited · Apr 2026 vs Jan 2026
# Name Ticker Since Shares Shares Δ Value Val Δ% % Port Cat
1 State Street Global Advisors 857509301 Jan 2026 20,248,648 -1,887,932 $20.2M -8.5% 2.30% STIV
2 Meta Platforms Inc 30303M102 Jan 2026 15,000 -3,000 $9.2M -28.8% 1.04% EC
3 Dick's Sporting Goods Inc 253393102 Jan 2026 32,500 -2,500 $7.4M +4.3% 0.84% EC
4 Wells Fargo & Co 949746101 Jan 2026 85,000 -30,000 $7.0M -32.8% 0.79% EC
5 American Electric Power Co Inc 025537101 Jan 2026 50,000 -10,000 $6.9M -4.6% 0.78% EC
6 Capital One Financial Corp 14040H105 Jan 2026 35,000 -5,000 $6.7M -23.5% 0.76% EC
7 Allstate Corp/The 020002101 Jan 2026 30,000 -5,000 $6.5M -6.4% 0.74% EC
8 Citigroup Inc 172967424 Jan 2026 45,000 -55,000 $5.8M -50.2% 0.65% EC
9 Evergy Inc 30034W106 Jan 2026 59,300 -5,700 $4.9M -1.5% 0.56% EC
10 Quest Diagnostics Inc 74834L100 Jan 2026 25,100 -5,000 $4.9M -13.4% 0.55% EC
11 GLOBAL MEDICAL RESPONSE 37960BAD7 Jan 2026 4,350,000 -650,000 $4.5M -12.3% 0.52% DBT
12 Cummins Inc 231021106 Jan 2026 6,250 -6,010 $4.2M -40.9% 0.48% EC
13 Chevron Corp 166764100 Jan 2026 20,000 -2,500 $3.9M -2.9% 0.44% EC
14 Equinix Inc 29444U700 Jan 2026 3,500 -4,387 $3.8M -41.5% 0.43% EC
15 MARRIOTT OWNERSHIP RESOR 57164PAF3 Jan 2026 2,950,000 -2,000,000 $2.9M -40.4% 0.33% DBT
16 UPBOUND GROUP INC 76009NAL4 Jan 2026 2,750,000 -925,000 $2.7M -25.4% 0.31% DBT
17 Ryman Hospitality Properties Inc 78377T107 Jan 2026 25,000 -10,000 $2.6M -20.7% 0.30% EC
18 BURFORD CAPITAL GLBL FIN 12116LAE9 Jan 2026 2,750,000 -2,000,000 $2.6M -47.6% 0.29% DBT
19 UNITED NATURAL FOODS INC 911163AA1 Jan 2026 2,214,000 -661,000 $2.2M -23.1% 0.25% DBT
20 FNB CORP 302520AD3 Jan 2026 1,765,000 -3,735,000 $1.8M -68.3% 0.20% DBT
21 ADAMAS TRUST INC 649604865 Jan 2026 70,000 -50,000 $1.7M -39.3% 0.19% EP
22 EDGEWELL PERSONAL CARE 28035QAA0 Jan 2026 1,683,000 -1,317,000 $1.7M -44.0% 0.19% DBT
23 JPMorgan Chase & Co 46625H100 Jan 2026 5,000 -15,000 $1.6M -74.4% 0.18% EC
24 MORGAN STANLEY 61762V853 Jan 2026 50,000 -10,000 $1.3M -17.3% 0.14% EP
25 REGIONS FINANCIAL CORP 7591EP860 Jan 2026 35,000 -16,500 $901K -31.3% 0.10% EP
26 AMERICAN ASSETS TRUST LP 02401LAB0 Jan 2026 170,000 -465,000 $170K -73.5% 0.02% DBT