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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 14 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 MFC MANULIFE FINL CORP Financial Services 24,265.0 $884K 0.01% NEW $36.44 +11.4%
262 LVS LAS VEGAS SANDS CORP Consumer Cyclical 13,545.0 $882K 0.01% NEW $65.09 -25.1%
263 CORP PIMCO ETF TR 9,000.0 $881K 0.01% NEW $97.85 -1.1%
264 MCK MCKESSON CORP Healthcare 1,046.0 $858K 0.01% NEW $820.29 -8.5%
265 EW EDWARDS LIFESCIENCES CORP Healthcare 9,857.0 $840K 0.01% NEW $85.25 +2.5%
266 FTRE FORTREA HLDGS INC Healthcare 48,000.0 $828K 0.01% NEW $17.25 -11.2%
267 ROP ROPER TECHNOLOGIES INC Industrials 1,860.0 $828K 0.01% NEW $445.13 -25.8%
268 ASTRAZENECA PLC 8,893.0 $818K 0.01% NEW $91.93
269 IONQ IONQ INC Technology 18,141.0 $814K 0.01% NEW $44.87 +26.0%
270 MRVL MARVELL TECHNOLOGY INC Technology 9,557.0 $812K 0.01% NEW $84.98 +265.5%
271 MTZ MASTEC INC Industrials 3,624.0 $788K 0.01% NEW $217.37 +74.7%
272 IGIB ISHARES TR 14,597.0 $786K 0.01% NEW $53.88 -1.5%
273 SONY SONY GROUP CORP Technology 30,000.0 $768K 0.01% NEW $25.60 -20.6%
274 KMB KIMBERLY-CLARK CORP Consumer Defensive 7,540.0 $761K 0.01% NEW $100.89 +1.7%
275 ZETA ZETA GLOBAL HOLDINGS CORP Technology 36,300.0 $739K 0.01% NEW $20.35 -7.1%
276 AYI ACUITY INC Industrials 1,961.0 $706K 0.01% NEW $360.04 -11.8%
277 IQVIA HLDGS INC 3,110.0 $701K 0.01% NEW $225.41
278 ECL ECOLAB INC Basic Materials 2,654.0 $697K 0.01% NEW $262.52 +2.5%
279 REGN REGENERON PHARMACEUTICALS Healthcare 892.0 $689K 0.01% NEW $771.87 -21.0%
280 PWR QUANTA SVCS INC Industrials 1,615.0 $682K 0.01% NEW $422.06 +66.4%
Page 14 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%