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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 10 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 NOW SERVICENOW INC Technology 61,278.0 $6.1M 0.06% +6K +11.0% $99.28 +29.0%
182 BLOCK INC 77,000.0 $5.9M 0.06% $76.00
183 UBER UBER TECHNOLOGIES INC Technology 80,960.0 $5.8M 0.06% -5K -5.8% $72.16 +9.9%
184 BK BANK OF NY MELLON CORP Financial Services 40,359.0 $5.8M 0.06% +2K +4.1% $144.61 -0.6%
185 SPBW AIM ETF PRODUCTS TRUST 197,080.0 $5.7M 0.06% -80K -28.9% $28.70 +1.6%
186 PBW INVESCO EXCHANGE TRADED FD T 143,068.0 $5.6M 0.06% -26K -15.4% $39.01 -17.3%
187 DB DEUTSCHE BK AG Financial Services 161,960.0 $5.5M 0.06% $33.81 +13.6%
188 BMY BRISTOL-MYERS SQUIBB CO Healthcare 94,851.0 $5.5M 0.06% +818.0 +0.9% $57.62 +16.8%
189 INTC INTEL CORP Technology 38,276.0 $5.3M 0.06% -7K -15.1% $139.63 -37.5%
190 AIM ETF PRODUCTS TRUST 193,275.0 $5.3M 0.06% NEW $27.55
191 AIM ETF PRODUCTS TRUST 198,354.0 $5.3M 0.06% NEW $26.64
192 AIM ETF PRODUCTS TRUST 196,870.0 $5.2M 0.06% NEW $26.65
193 SPIB SPDR SERIES TRUST 156,622.0 $5.2M 0.06% $33.46 -1.0%
194 AIM ETF PRODUCTS TRUST 192,961.0 $5.2M 0.06% NEW $27.04
195 AIM ETF PRODUCTS TRUST 198,748.0 $5.2M 0.06% NEW $26.19
196 AIM ETF PRODUCTS TRUST 198,906.0 $5.2M 0.06% NEW $26.12
197 AIM ETF PRODUCTS TRUST 198,669.0 $5.2M 0.05% NEW $25.98
198 JANI AIM ETF PRODUCTS TRUST 198,906.0 $5.1M 0.05% $25.69 +2.6%
199 AIM ETF PRODUCTS TRUST 188,041.0 $5.1M 0.05% -2K -0.8% $27.01
200 SE SEA LTD Consumer Cyclical 52,867.0 $5.1M 0.05% $95.83 +20.7%
Page 10 of 26  ·  519 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%