Transamerica JPMorgan Enhanced Index VP

TRANSAMERICA SERIES TRUST

U.S. equity index fund
$2.70B NAV
170 positions · as of 2026-06-30 · filed 2026-08-26

Fund classification

Classified from what the fund holds · as of 2026 Q2

Transamerica JPMorgan Enhanced Index VP is a U.S. equity index fund. 22% of Transamerica JPMorgan Enhanced Index VP’s stock holdings are in companies whose revenue grew in the top quartile of U.S. companies over the last five fiscal years (covering 95% of the fund’s equity).

Asset class
Equity
Region
United States
Management
Index (passive)
Fund type
Open-end fund

Fund profile

As filed in the prospectus · 2026 Q2

Seeks to earn a total return modestly in excess of the total return performance of the S&P 500 Index (including the reinvestment of dividends) while maintaining a volatility of return similar to the S&P 500 Index.

Strategy · summarised

The fund is managed by J.P. Morgan Investment Management Inc., which invests at least 80% of assets in equity securities of large- and medium-capitalization U.S. companies, holding industry weightings generally similar to the S&P 500 Index while modestly overweighting stocks viewed as undervalued or fairly valued and underweighting those seen as overvalued. The sub-adviser assesses environmental, social and governance factors as part of its process to identify financially material issues and engagement opportunities. Because security selection depends on the sub-adviser's valuation assessments, the fund's returns may diverge from the S&P 500 Index.

Expenses
0.61% 0.86%across 2 share classes
Share classExpense ratio
C0000214490.61%
C0000214500.86%

Portfolio turnover 28.00% · as of 2026 Q2

Allocation

Asset groups · long / short shown separately, never netted · 2026 Q2

98.76%
of net assets
Stocks98.75%
Derivatives0.01%

Derivatives are shown at market value, not notional exposure.

Sector allocation

The same holdings as Allocation above, grouped by market sector instead of asset type · as of 2026 Q2

100%
of net assets
Information Technology36.9%
Financials12.0%
Consumer Discretionary10.4%
Communication Services9.6%
9 smaller31.1%

Government, Securitized and Cash are non-corporate buckets; International is foreign holdings we don’t sector-classify, and Other is the residual (held funds, unresolved names).

Portfolio growth profile

How much of the fund’s stock holdings are in fast-growing companies · as of 2026 Q2

Revenue growth
22%of stock holdings in top-quartile growers
covering 95% of the fund’s equity
Earnings growth
30%of stock holdings in top-quartile growers
covering 91% of the fund’s equity

Share of the fund’s equity (by value) in companies whose trailing five-year revenue — or net-income — growth ranks in the top 25% of U.S. public companies. Foreign and newly-listed holdings are excluded, so the figure covers only part of the book. From SEC filings — not investment advice. How we measure this.

Latest quarter

What changed since the fund's previous filing

2026Q2 vs 2026Q1: 30 new18 exited

Largest new: INTC, AMAT, COP, Carnival Corp Ltd, SNDK, CSCO, COST, TMO

Largest exited: CME, Carnival Corp, NKE, Fixed Income Clearing Corp., CMCSA, OTIS, CARR, STT

Return profile

Total return as filed — price change plus distributions reinvested · trailing figures to Apr 2026

1-year
+29.44%
3-year
+75.98%
5-year
+81.87%
Volatility
13.38%
Worst 3-yr fall
-8.53%
Cumulative return· Jul 2023 – Apr 2026

May 2026 and Jun 2026 have been filed since the trailing figures were struck, so they are not in the table above or the curve — every figure here shares one cut-off, which is what makes them comparable with other funds.

This fund changed legal form during the period shown. The history above is continuous — it spans both eras, and the change is not a gap in reporting.

Holdings

By % of NAV · equity positions carry filed share counts · every resolvable issuer links to its company page

Issuer%NAVValue
NVIDIA CorpNVDA8.02%$216.37M
Apple IncAAPL6.48%$174.75M
Microsoft CorpMSFT4.79%$129.16M
Amazon.com IncAMZN4.13%$111.53M
Alphabet IncGOOGL3.34%$90.02M
Broadcom IncAVGO2.96%$80.01M
Alphabet IncGOOG2.38%$64.09M
Micron Technology IncMU2.25%$60.87M
Meta Platforms IncMETA2.05%$55.41M
Tesla IncTSLA1.55%$41.97M
Showing 10 of 170Sign in to see more

Reported price is the fund's own reported value divided by its own reported shares at 2026-06-30 — not a live quote, and not what the fund paid.

Top 10 positions are 37.95% of net assets, top 25 54.56%, across 169 issuers.

See more of this fund's book

More positions with filed share counts, and the quarter-over-quarter change list rather than the largest few — free with an account, no card required.

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