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Portfolio (Quarterly) Guide ↗

Allianz SE

· CIK 0001127508
13F Portfolio $9.0B AUM 797 positions Filed May 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 68 New 152 Added 111 Reduced 26 Exited
Page 2 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FXI ISHARES TR 464,708.0 $16.7M 0.18% +30K +6.8% $35.90 -7.2%
22 AEM AGNICO EAGLE MINES LTD Basic Materials 82,012.0 $16.6M 0.18% +907.0 +1.1% $202.34 -17.6%
23 AIM ETF PRODUCTS TRUST 611,612.0 $16.4M 0.18% +419K +218.2% $26.84
24 SLB SLB LIMITED Energy 313,486.0 $16.1M 0.18% +114K +56.8% $51.39 -6.4%
25 ENB ENBRIDGE INC Energy 292,312.0 $15.8M 0.17% +15K +5.5% $53.99 +1.0%
26 AMGN AMGEN INC Healthcare 44,030.0 $15.5M 0.17% +1K +3.3% $351.85 -4.1%
27 ICLN ISHARES TR 789,305.0 $14.4M 0.16% +29K +3.8% $18.29 +15.4%
28 SPGI S&P GLOBAL INC Financial Services 33,798.0 $14.4M 0.16% +17K +101.7% $425.34 -3.4%
29 XOP SPDR SERIES TRUST 78,325.0 $14.2M 0.16% +15K +24.3% $181.83 -15.7%
30 AIM ETF PRODUCTS TRUST 468,564.0 $14.0M 0.15% +366K +355.9% $29.88
31 AIM ETF PRODUCTS TRUST 494,139.0 $13.9M 0.15% +404K +450.4% $28.16
32 AIM ETF PRODUCTS TRUST 487,390.0 $13.8M 0.15% +386K +381.2% $28.39
33 CRM SALESFORCE INC Technology 72,931.0 $13.6M 0.15% +21K +41.2% $186.67 -18.7%
34 AIM ETF PRODUCTS TRUST 467,015.0 $13.5M 0.15% +384K +462.0% $28.98
35 SRE SEMPRA Utilities 139,119.0 $13.5M 0.15% +18K +14.8% $97.17 -6.7%
36 AIM ETF PRODUCTS TRUST 491,717.0 $13.4M 0.15% +400K +434.2% $27.33
37 AIM ETF PRODUCTS TRUST 485,852.0 $13.4M 0.15% +405K +498.7% $27.61
38 AIM ETF PRODUCTS TRUST 496,702.0 $13.4M 0.15% +370K +292.4% $26.97
39 BLK BLACKROCK INC Financial Services 13,905.0 $13.4M 0.15% +3K +25.7% $961.71 +9.2%
40 PEP PEPSICO INC Consumer Defensive 84,600.0 $13.1M 0.15% +9K +12.0% $155.29 -8.5%
Page 2 of 8  ·  152 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 22.5%
Technology 21.9%
Basic Materials 13.0%
Communication Services 9.8%
Healthcare 9.2%
Consumer Cyclical 7.7%
Industrials 5.4%
Consumer Defensive 5.2%
Energy 2.7%
Utilities 1.7%