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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 20 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 OCTT AIM ETF PRODUCTS TRUST 5,000.0 $233K 0.00% $46.60 +2.3%
382 APRT AIM ETF PRODUCTS TRUST 5,000.0 $229K 0.00% $45.87 +1.7%
383 ACWX ISHARES TR 2,963.0 $226K 0.00% $76.11 +1.8%
384 EW EDWARDS LIFESCIENCES CORP Healthcare 2,490.0 $225K 0.00% -16K -86.6% $90.46 +0.0%
385 SLV ISHARES SILVER TR Financial Services 4,153.0 $222K 0.00% $53.47 +16.3%
386 VRT VERTIV HOLDINGS CO Industrials 658.0 $220K 0.00% -139.0 -17.4% $334.82 -23.8%
387 DUK DUKE ENERGY CORP NEW Utilities 1,666.0 $211K 0.00% $126.58 -3.6%
388 MART AIM ETF PRODUCTS TRUST 5,000.0 $210K 0.00% $41.93 +1.9%
389 FEBT AIM ETF PRODUCTS TRUST 5,000.0 $206K 0.00% $41.14 +1.9%
390 ENPH ENPHASE ENERGY INC Energy 4,029.0 $198K 0.00% -73.0 -1.8% $49.24 -24.5%
391 NVBT AIM ETF PRODUCTS TRUST 5,000.0 $198K 0.00% $39.60 +2.3%
392 MSTR STRATEGY INC Technology 2,261.0 $197K 0.00% $86.93 +41.1%
393 DECT AIM ETF PRODUCTS TRUST 5,000.0 $196K 0.00% $39.26 +2.1%
394 MAYT AIM ETF PRODUCTS TRUST 5,000.0 $195K 0.00% $39.00 -5.6%
395 AUGT AIM ETF PRODUCTS TRUST 5,000.0 $190K 0.00% $38.06 +2.7%
396 JUNT AIM ETF PRODUCTS TRUST 5,000.0 $189K 0.00% $37.79 +1.8%
397 SEPT AIM ETF PRODUCTS TRUST 5,000.0 $188K 0.00% $37.54 +2.2%
398 FLJJ AIM ETF PRODUCTS TRUST 5,000.0 $169K 0.00% -4K -41.2% $33.84 +1.3%
399 UBS UBS GROUP AG Financial Services 3,390.0 $168K 0.00% $49.66 +8.2%
400 NICE NICE LTD Technology 1,700.0 $154K 0.00% $90.85 +10.3%
Page 20 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%