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Portfolio (Quarterly) Guide ↗

Allianz SE

· CIK 0001127508
13F Portfolio $9.5B AUM 878 positions Filed Aug 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 84 New 170 Added 102 Reduced 38 Exited
Page 2 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 UNH UNITEDHEALTH GROUP INC Healthcare 74,615.0 $31.0M 0.33% +8K +11.8% $415.63 -4.1%
22 EEM ISHARES TR 424,056.0 $29.0M 0.31% +7K +1.8% $68.41 -3.4%
23 CRBN ISHARES TR 114,015.0 $28.8M 0.30% +5K +4.6% $252.97 +1.9%
24 ABBV ABBVIE INC Healthcare 83,772.0 $21.1M 0.22% +9K +11.8% $251.64 +5.1%
25 TOTALENERGIES SE 269,396.0 $21.0M 0.22% +3K +1.0% $77.78
26 QCOM QUALCOMM INC Technology 104,842.0 $19.4M 0.20% +3K +3.2% $184.79 -14.2%
27 AIM ETF PRODUCTS TRUST 651,422.0 $19.3M 0.20% +40K +6.5% $29.68
28 MS MORGAN STANLEY Financial Services 90,307.0 $18.9M 0.20% +1K +1.6% $209.04 +2.4%
29 ICLN ISHARES TR 831,803.0 $17.0M 0.18% +42K +5.4% $20.49 -14.9%
30 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 18,192.0 $17.0M 0.18% +2K +9.4% $935.47 +3.8%
31 GEV GE VERNOVA INC Utilities 14,319.0 $16.8M 0.18% +3K +21.2% $1174.86 -19.8%
32 KLAC KLA CORP Technology 54,579.0 $16.5M 0.17% +49K +956.5% $301.71 -39.8%
33 AIM ETF PRODUCTS TRUST 487,621.0 $16.2M 0.17% +21K +4.4% $33.13
34 BAC BANK OF AMER CORP Financial Services 279,866.0 $15.9M 0.17% +33K +13.2% $56.98 +9.4%
35 AIM ETF PRODUCTS TRUST 501,614.0 $15.9M 0.17% +14K +2.9% $31.70
36 ORCL ORACLE CORP Technology 107,324.0 $15.7M 0.17% +3K +2.8% $146.55 -2.8%
37 AIM ETF PRODUCTS TRUST 507,188.0 $15.6M 0.17% +13K +2.6% $30.85
38 AIM ETF PRODUCTS TRUST 512,093.0 $15.6M 0.16% +26K +5.4% $30.42
39 AIM ETF PRODUCTS TRUST 511,395.0 $15.2M 0.16% +15K +3.0% $29.69
40 AIM ETF PRODUCTS TRUST 503,347.0 $15.2M 0.16% +12K +2.4% $30.13
Page 2 of 9  ·  170 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
Technology 25.9%
Financial Services 24.0%
Basic Materials 10.7%
Healthcare 9.2%
Communication Services 7.9%
Consumer Cyclical 7.5%
Industrials 5.6%
Consumer Defensive 4.7%
Energy 1.8%
Utilities 1.6%