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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 3 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QCOM QUALCOMM INC Technology 101,620.0 $13.1M 0.14% +35K +53.4% $128.78 +75.6%
42 BKF ISHARES INC 308,474.0 $12.5M 0.14% +5K +1.7% $40.67 -2.3%
43 AIM ETF PRODUCTS TRUST 431,004.0 $12.4M 0.14% +386K +850.2% $28.69
44 AIM ETF PRODUCTS TRUST 441,294.0 $12.4M 0.14% +328K +288.9% $28.00
45 T AT&T INC Communication Services 406,607.0 $11.8M 0.13% +68K +20.2% $28.99 -24.1%
46 AIM ETF PRODUCTS TRUST 429,839.0 $11.4M 0.13% +425K +8496.8% $26.58
47 AIM ETF PRODUCTS TRUST 397,822.0 $11.4M 0.13% +393K +7856.4% $28.55
48 GHYG ISHARES INC 243,778.0 $11.0M 0.12% +2K +0.8% $45.11 +0.4%
49 XME SPDR SERIES TRUST 101,270.0 $10.9M 0.12% +16K +18.1% $108.01 +8.3%
50 IBM INTERNATIONAL BUSINESS MACHS Technology 44,905.0 $10.9M 0.12% +5K +11.8% $242.39 +2.8%
51 TMUS T-MOBILE US INC Communication Services 51,701.0 $10.9M 0.12% +3K +6.1% $210.03 -13.5%
52 TRP TC ENERGY CORP Energy 165,472.0 $10.3M 0.11% +13K +8.3% $62.31 +8.6%
53 GDX VANECK ETF TRUST 105,906.0 $9.7M 0.11% +5K +4.8% $91.77 -10.1%
54 LOW LOWES COS INC Consumer Cyclical 39,478.0 $9.3M 0.10% +2K +6.1% $236.28 -6.0%
55 IEMG ISHARES INC 131,050.0 $9.1M 0.10% +2K +1.9% $69.75 +22.8%
56 CVS CVS HEALTH CORP Healthcare 126,282.0 $9.1M 0.10% +49K +62.5% $71.82 +36.9%
57 EXC EXELON CORP Utilities 177,885.0 $8.7M 0.10% +7K +3.8% $49.02 -6.5%
58 UNP UNION PAC CORP Industrials 32,287.0 $7.8M 0.09% +580.0 +1.8% $242.62 +5.9%
59 SIXP AIM ETF PRODUCTS TRUST 248,434.0 $7.8M 0.09% +243K +4868.7% $31.26 +7.7%
60 SIXF AIM ETF PRODUCTS TRUST 245,242.0 $7.7M 0.09% +240K +4804.8% $31.40 +8.2%
Page 3 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%