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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 4 of 8  ·  152 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SIXJ AIM ETF PRODUCTS TRUST 228,485.0 $7.7M 0.09% +223K +4469.7% $33.64 +8.2%
62 SIXZ AIM ETF PRODUCTS TRUST 263,263.0 $7.6M 0.09% +242K +1166.9% $29.00 +8.6%
63 SIXD AIM ETF PRODUCTS TRUST 263,663.0 $7.5M 0.08% +259K +5173.3% $28.28 +8.9%
64 INTU INTUIT Technology 17,194.0 $7.4M 0.08% +2K +13.7% $432.38 -38.2%
65 SIXO AIM ETF PRODUCTS TRUST 218,372.0 $7.4M 0.08% +213K +4267.4% $33.78 +6.0%
66 MDLZ MONDELEZ INTL INC Consumer Defensive 127,579.0 $7.4M 0.08% +22K +20.6% $57.64 +4.3%
67 BA BOEING CO Industrials 35,594.0 $7.1M 0.08% +30K +582.7% $199.03 +11.9%
68 DSI ISHARES TR 57,368.0 $7.0M 0.08% +4K +7.5% $121.19 +17.0%
69 DHR DANAHER CORP DEL Healthcare 35,475.0 $6.7M 0.07% +4K +14.0% $189.60 -6.6%
70 BKR BAKER HUGHES COMPANY Energy 102,627.0 $6.3M 0.07% +34K +48.7% $61.05 -4.3%
71 ACN ACCENTURE PLC IRELAND Technology 29,435.0 $5.8M 0.07% +5K +21.8% $198.29 -35.5%
72 NOW SERVICENOW INC Technology 55,211.0 $5.8M 0.06% +15K +38.4% $104.55 -9.1%
73 CMCSA COMCAST CORP NEW Communication Services 192,133.0 $5.5M 0.06% +19K +10.9% $28.71 -21.9%
74 STT STATE STR CORP Financial Services 42,921.0 $5.4M 0.06% +25K +137.5% $126.56 +33.0%
75 LEU CENTRUS ENERGY CORP Energy 30,924.0 $5.4M 0.06% +20K +178.7% $173.59 +10.3%
76 JULW AIM ETF PRODUCTS TRUST 137,398.0 $5.3M 0.06% +132K +2648.0% $38.81 +4.9%
77 JUNW AIM ETF PRODUCTS TRUST 159,439.0 $5.3M 0.06% +154K +3088.8% $33.35 +3.0%
78 MAYW AIM ETF PRODUCTS TRUST 157,241.0 $5.3M 0.06% +152K +3044.8% $33.79 +3.0%
79 DECW AIM ETF PRODUCTS TRUST 157,894.0 $5.3M 0.06% +153K +3057.9% $33.41 +6.6%
80 MARW AIM ETF PRODUCTS TRUST 154,690.0 $5.3M 0.06% +150K +2993.8% $34.09 +5.9%
Page 4 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%