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MFS VARIABLE INSURANCE TRUST II

CIK: 0000719269 Equity
Report date: 2026-05-26
AUM $359M
Expense Ratio
Category Equity
State MA
Fiscal Year End
Inception Date
Manager
Latest Filing 2026-05-26

Holdings

From latest SEC N-PORT filing · US-listed stocks only

62 positions
# Security Name CUSIP Asset Type Weight % Value ($M) Quantity
1 ABNB Airbnb Inc Since 2026-07-07 009066101 Equity (Common)
0.31%
$1.10 8,722
2 ALGN Align Technology Inc Since 2026-07-07 016255101 Equity (Common)
0.21%
$0.75 4,375
3 GOOG Alphabet Inc Since 2026-07-07 02079K107 Equity (Common)
1.97%
$7.09 24,721
4 GOOG Alphabet Inc Since 2026-07-07 02079K305 Equity (Common)
2.38%
$8.56 29,784
5 MO Altria Group Inc Since 2026-07-07 02209S103 Equity (Common)
1.09%
$3.92 59,432
6 AMZN Amazon.com Inc Since 2026-07-07 023135106 Equity (Common)
4.20%
$15.09 72,445
7 AMP Ameriprise Financial Inc Since 2026-07-07 03076C106 Equity (Common)
1.21%
$4.33 9,754
8 AAPL Apple Inc Since 2026-07-07 037833100 Equity (Common)
7.37%
$26.48 104,322
9 ARMK Aramark Since 2026-07-07 03852U106 Equity (Common)
1.19%
$4.28 105,668
10 ANET Arista Networks Inc Since 2026-07-07 040413205 Equity (Common)
1.15%
$4.12 33,590
11 ADSK Autodesk Inc Since 2026-07-07 052769106 Equity (Common)
0.20%
$0.73 3,068
12 BRK.B Berkshire Hathaway Inc Since 2026-07-07 084670702 Equity (Common)
0.57%
$2.04 4,260
13 BKNG Booking Holdings Inc Since 2026-07-07 09857L108 Equity (Common)
0.78%
$2.80 666
14 AVGO Broadcom Inc Since 2026-07-07 11135F101 Equity (Common)
2.40%
$8.61 27,822
15 CAT Caterpillar Inc Since 2026-07-07 149123101 Equity (Common)
0.31%
$1.11 1,561
16 C Citigroup Inc Since 2026-07-07 172967424 Equity (Common)
1.76%
$6.32 55,705
17 COP ConocoPhillips Since 2026-07-07 20825C104 Equity (Common)
0.35%
$1.27 9,593
18 DBX Dropbox Inc Since 2026-07-07 26210C104 Equity (Common)
0.33%
$1.20 52,685
19 EOG EOG Resources Inc Since 2026-07-07 26875P101 Equity (Common)
0.86%
$3.09 21,363
20 EIX Edison International Since 2026-07-07 281020107 Equity (Common)
1.62%
$5.82 79,567
21 EQH Equitable Holdings Inc Since 2026-07-07 29452E101 Equity (Common)
0.55%
$1.98 53,365
22 EPRT Essential Properties Realty Trust Inc Since 2026-07-07 29670E107 Equity (Common)
0.27%
$0.97 32,002
23 META Meta Platforms Inc Since 2026-07-07 30303M102 Equity (Common)
2.67%
$9.60 16,785
24 GEV GE Vernova Inc Since 2026-07-07 36828A101 Equity (Common)
1.03%
$3.70 4,240
25 GILD Gilead Sciences Inc Since 2026-07-07 375558103 Equity (Common)
1.21%
$4.34 31,163
26 GWRE Guidewire Software Inc Since 2026-07-07 40171V100 Equity (Common)
0.10%
$0.35 2,372
27 ILMN Illumina Inc Since 2026-07-07 452327109 Equity (Common)
0.10%
$0.35 2,842
28 INTU Intuit Inc Since 2026-07-07 461202103 Equity (Common)
0.37%
$1.31 3,039
29 JPM JPMorgan Chase & Co Since 2026-07-07 46625H100 Equity (Common)
0.40%
$1.43 4,870
30 JNJ Johnson & Johnson Since 2026-07-07 478160104 Equity (Common)
2.54%
$9.14 37,382
31 LDOS Leidos Holdings Inc Since 2026-07-07 525327102 Equity (Common)
0.33%
$1.18 7,567
32 MU Micron Technology Inc Since 2026-07-07 595112103 Equity (Common)
0.31%
$1.13 3,345
33 MHK Mohawk Industries Inc Since 2026-07-07 608190104 Equity (Common)
0.08%
$0.28 2,822
34 NFLX Netflix Inc Since 2026-07-07 64110L106 Equity (Common)
1.09%
$3.92 40,812
35 NEE NextEra Energy Inc Since 2026-07-07 65339F101 Equity (Common)
0.20%
$0.73 7,855
36 ORLY O'Reilly Automotive Inc Since 2026-07-07 67103H107 Equity (Common)
1.33%
$4.79 51,870
37 OKTA Okta Inc Since 2026-07-07 679295105 Equity (Common)
1.01%
$3.63 46,091
38 OMC Omnicom Group Inc Since 2026-07-07 681919106 Equity (Common)
0.11%
$0.41 5,479
39 PEP PepsiCo Inc Since 2026-07-07 713448108 Equity (Common)
0.08%
$0.28 1,779
40 PFE Pfizer Inc Since 2026-07-07 717081103 Equity (Common)
1.32%
$4.74 168,723
41 PM Philip Morris International Inc Since 2026-07-07 718172109 Equity (Common)
0.55%
$1.99 12,023
42 BPOP Popular Inc Since 2026-07-07 733174700 Equity (Common)
1.12%
$4.02 29,980
43 RPM RPM International Inc Since 2026-07-07 749685103 Equity (Common)
0.18%
$0.64 6,395
44 RJF Raymond James Financial Inc Since 2026-07-07 754730109 Equity (Common)
0.09%
$0.33 2,249
45 CRM Salesforce Inc Since 2026-07-07 79466L302 Equity (Common)
1.13%
$4.07 21,814
46 TKO TKO Group Holdings Inc Since 2026-07-07 87256C101 Equity (Common)
0.35%
$1.25 6,205
47 TSLA Tesla Inc Since 2026-07-07 88160R101 Equity (Common)
0.91%
$3.28 8,829
48 UBER Uber Technologies Inc Since 2026-07-07 90353T100 Equity (Common)
0.30%
$1.09 15,094
49 VTR Ventas Inc Since 2026-07-07 92276F100 Equity (Common)
0.11%
$0.41 5,026
50 VRSN VeriSign Inc Since 2026-07-07 92343E102 Equity (Common)
0.09%
$0.32 1,295
51 VRSK Verisk Analytics Inc Since 2026-07-07 92345Y106 Equity (Common)
0.42%
$1.50 7,930
52 V Visa Inc Since 2026-07-07 92826C839 Equity (Common)
1.81%
$6.51 21,539
53 ZM Zoom Communications Inc Since 2026-07-07 98980L101 Equity (Common)
0.43%
$1.56 19,358
54 CRH CRH PLC Since 2026-07-07 Equity (Common)
0.32%
$1.15 10,925
55 EG Everest Group Ltd Since 2026-07-07 Equity (Common)
0.08%
$0.28 854
56 APTV Aptiv PLC Since 2026-07-07 Equity (Common)
0.38%
$1.37 19,757
57 MDT Medtronic PLC Since 2026-07-07 Equity (Common)
0.40%
$1.45 16,766
58 NVT nVent Electric PLC Since 2026-07-07 Equity (Common)
0.12%
$0.44 3,742
59 STX Seagate Technology Holdings PLC Since 2026-07-07 Equity (Common)
0.18%
$0.63 1,608
60 FTI TechnipFMC PLC Since 2026-07-07 Equity (Common)
1.32%
$4.75 68,694
61 TT Trane Technologies PLC Since 2026-07-07 Equity (Common)
0.12%
$0.42 1,002
62 VIK Viking Holdings Ltd Since 2026-07-07 Equity (Common)
0.49%
$1.77 24,147
Frequently Asked Questions — MFS VARIABLE INSURANCE TRUST II
What type of mutual fund is MFS VARIABLE INSURANCE TRUST II?
MFS VARIABLE INSURANCE TRUST II is a SEC-registered Equity fund, with $359M in assets under management. Equity funds invest primarily in a diversified portfolio of stocks and equities, aiming for long-term capital appreciation. They carry higher market risk than bond or money market funds but historically offer stronger long-term returns. Equity mutual funds can be further classified as large-cap, mid-cap, small-cap, growth, value, or sector-specific depending on their investment mandate. As of its latest SEC N-PORT filing, MFS VARIABLE INSURANCE TRUST II holds 62 portfolio positions, all detailed in the holdings table on this page.
What are MFS VARIABLE INSURANCE TRUST II's assets under management (AUM)?
MFS VARIABLE INSURANCE TRUST II has $359M in assets under management (AUM) according to its most recent SEC N-PORT filing on StockSifting. AUM represents the total market value of all securities and other assets held by the fund as of the report date. A larger AUM generally signals a more established fund with greater institutional adoption, more trading liquidity, and potentially lower per-unit operational costs due to economies of scale. AUM changes daily as market prices fluctuate and as investors purchase or redeem fund shares — the figure shown here reflects the most recently available N-PORT disclosure, not the current real-time value. For the live figure, consult the fund's official website or its latest SEC EDGAR filing.
What are MFS VARIABLE INSURANCE TRUST II's top holdings?
According to MFS VARIABLE INSURANCE TRUST II's most recent SEC N-PORT filing, the fund's largest holdings by portfolio weight include Airbnb Inc, Align Technology Inc, Alphabet Inc , among others. The complete list of all 62 holdings — including CUSIP, asset type, portfolio weight percentage, dollar value, and share quantity — is available in the holdings table above. Holdings data is sourced directly from SEC EDGAR N-PORT filings and reflects the fund's positions as of the report date shown at the top of this page. Due to the 60-day SEC disclosure lag, these positions may differ from the fund's current portfolio. For the latest holdings before public release, refer to SEC EDGAR directly.
What is MFS VARIABLE INSURANCE TRUST II's expense ratio?
Expense ratio data for MFS VARIABLE INSURANCE TRUST II is not currently available in StockSifting's database. The expense ratio is the annual fee charged by a mutual fund as a percentage of your investment, covering management fees and operational costs. It is one of the most important factors affecting net long-term returns — lower expense ratios allow more of a fund's gross performance to flow through to investors. For the most accurate and current expense ratio, refer to the fund's official prospectus or its SEC EDGAR filings. You can also contact us if you believe this data should be present.
Where can I find MFS VARIABLE INSURANCE TRUST II's SEC filings?
MFS VARIABLE INSURANCE TRUST II is required to file monthly portfolio reports (Form N-PORT) with the U.S. Securities and Exchange Commission (SEC). Its SEC Central Index Key (CIK) is 0000719269. You can access all of MFS VARIABLE INSURANCE TRUST II's SEC filings — including N-PORT holdings disclosures, annual reports (Form N-CEN), and registration statements — directly on SEC EDGAR (CIK: 0000719269). N-PORT filings disclose the fund's complete portfolio holdings, fair value measurements, and certain risk metrics as of each filing period end date. StockSifting automatically parses these filings to populate the holdings table, AUM figures, and expense ratio displayed on this page, making the raw EDGAR data accessible without needing to download and parse XML files manually.
How current is MFS VARIABLE INSURANCE TRUST II's holdings data on StockSifting?
Holdings data for MFS VARIABLE INSURANCE TRUST II on StockSifting is sourced from its most recent SEC EDGAR N-PORT filing. Under SEC rules, registered investment companies must file N-PORT reports monthly, but these are made publicly available approximately 60 days after the reporting period end date. This means the holdings shown on this page reflect the fund's portfolio from roughly two months prior — not today's exact positions. The Report date displayed at the top of this page indicates exactly when the underlying data was current. If the fund has made significant portfolio changes since that date — responding to market events, earnings releases, or macro shifts — those changes will not be reflected here until the next N-PORT filing is released. For the most up-to-date holdings before the public disclosure window, refer to the fund's official website or SEC EDGAR directly. StockSifting is best used for fundamental research and historical portfolio analysis, not real-time trading decisions.