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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 12 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CEG CONSTELLATION ENERGY CORP Utilities 10,021.0 $2.8M 0.03% -11K -53.4% $279.25 -1.9%
222 PCAR PACCAR INC Industrials 23,502.0 $2.7M 0.03% $115.50 +3.0%
223 EWZ ISHARES INC 69,247.0 $2.7M 0.03% +5K +7.8% $38.39 -12.1%
224 TXN TEXAS INSTRS INC Technology 13,659.0 $2.7M 0.03% +8K +151.4% $194.14 +66.3%
225 ES EVERSOURCE ENERGY Utilities 38,206.0 $2.6M 0.03% +14K +55.4% $69.28 +0.4%
226 FLAO AIM ETF PRODUCTS TRUST 97,280.0 $2.6M 0.03% -10K -9.3% $27.17 +3.9%
227 ECL ECOLAB INC Basic Materials 9,648.0 $2.6M 0.03% +7K +263.5% $266.02 +1.2%
228 KEYS KEYSIGHT TECHNOLOGIES INC Technology 8,934.0 $2.5M 0.03% $282.37 +28.8%
229 MSCI MSCI INC Financial Services 4,575.0 $2.5M 0.03% $539.01 +7.8%
230 TEL TE CONNECTIVITY PLC Technology 11,679.0 $2.4M 0.03% -5K -29.8% $209.02 +4.1%
231 COP CONOCOPHILLIPS Energy 18,106.0 $2.4M 0.03% +14K +305.2% $132.00 -18.4%
232 INGERSOLL RAND INC 28,545.0 $2.3M 0.03% $80.12
233 ETN EATON CORP PLC Industrials 6,357.0 $2.3M 0.03% +3K +77.6% $357.67 +17.9%
234 CSGP COSTAR GROUP INC Real Estate 56,052.0 $2.3M 0.03% $40.34 -25.3%
235 TDY TELEDYNE TECHNOLOGIES INC Technology 3,626.0 $2.2M 0.02% $605.01 +2.4%
236 VMC VULCAN MATLS CO Basic Materials 8,023.0 $2.2M 0.02% $272.30 +11.2%
237 CTVA CORTEVA INC Basic Materials 25,804.0 $2.2M 0.02% $83.71 -6.1%
238 NVR NVR INC Consumer Cyclical 309.0 $2.0M 0.02% $6589.83 -1.5%
239 CARR CARRIER GLOBAL CORPORATION Industrials 36,084.0 $2.0M 0.02% $56.31 +27.5%
240 INTC INTEL CORP Technology 45,057.0 $2.0M 0.02% -30K -39.7% $44.13 +203.6%
Page 12 of 24  ·  473 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%