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Portfolio (Quarterly) Guide ↗

Allianz SE

· CIK 0001127508
13F Portfolio $7.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 431 New
Page 12 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STLA STELLANTIS N.V Consumer Cyclical 161,042.0 $1.8M 0.02% NEW $10.89 -41.8%
222 IGSB ISHARES TR 33,144.0 $1.8M 0.02% NEW $52.88 -1.1%
223 BSX BOSTON SCIENTIFIC CORP Healthcare 18,366.0 $1.8M 0.02% NEW $95.35 -52.5%
224 CTVA CORTEVA INC Basic Materials 25,804.0 $1.7M 0.02% NEW $67.03 +17.2%
225 NTAP NETAPP INC Technology 16,112.0 $1.7M 0.02% NEW $107.09 +49.1%
226 VRSN VERISIGN INC Technology 6,922.0 $1.7M 0.02% NEW $242.95 +8.9%
227 BKNG BOOKING HOLDINGS INC Consumer Cyclical 311.0 $1.7M 0.02% NEW $5355.33 -96.8%
228 ES EVERSOURCE ENERGY Utilities 24,584.0 $1.7M 0.02% NEW $67.33 +3.4%
229 ALC ALCON AG Healthcare 19,680.0 $1.6M 0.02% NEW $79.87 -19.0%
230 HCA HCA HEALTHCARE INC Healthcare 3,332.0 $1.6M 0.02% NEW $466.86 -19.6%
231 MMM 3M CO Industrials 9,303.0 $1.5M 0.02% NEW $160.10 +0.3%
232 AOS SMITH A O CORP Industrials 21,416.0 $1.4M 0.02% NEW $66.88 -12.9%
233 CNH INDL N V 154,100.0 $1.4M 0.02% NEW $9.22
234 BDX BECTON DICKINSON & CO Healthcare 7,241.0 $1.4M 0.02% NEW $194.07 -25.8%
235 AIM ETF PRODUCTS TRUST 45,360.0 $1.4M 0.02% NEW $30.31
236 MOS MOSAIC CO NEW Basic Materials 56,800.0 $1.4M 0.02% NEW $24.09 -4.9%
237 DB DEUTSCHE BANK A G Financial Services 35,000.0 $1.4M 0.02% NEW $38.89 -9.3%
238 TRIP TRIPADVISOR INC Consumer Cyclical 93,050.0 $1.4M 0.02% NEW $14.56 -10.9%
239 CWAN CLEARWATER ANALYTICS HLDGS I Technology 56,100.0 $1.4M 0.02% NEW $24.12 +0.7%
240 SYY SYSCO CORP Consumer Defensive 18,275.0 $1.3M 0.02% NEW $73.69 +6.8%
Page 12 of 22  ·  431 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 23.7%
Financial Services 22.9%
Basic Materials 11.5%
Communication Services 10.0%
Healthcare 9.2%
Consumer Cyclical 8.6%
Industrials 5.2%
Consumer Defensive 4.8%
Utilities 1.6%
Energy 1.3%