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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 21 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 PYPL PAYPAL HLDGS INC Financial Services 2,420.0 $109K 0.00% +200.0 +9.0% $45.23 -6.0%
402 SSRM SSR MINING IN Basic Materials 3,698.0 $108K 0.00% $29.28 +5.7%
403 JANT AIM ETF PRODUCTS TRUST 2,500.0 $100K 0.00% $40.12 +9.7%
404 BKNG BOOKING HOLDINGS INC Consumer Cyclical 540.0 $91K 0.00% +229.0 +73.6% $168.41 +2.0%
405 MAT MATTEL INC Consumer Cyclical 6,100.0 $89K 0.00% $14.53 -3.4%
406 IWM ISHARES TR 353.0 $88K 0.00% -356.0 -50.2% $248.00 +19.2%
407 EWJ ISHARES INC 1,020.0 $86K 0.00% +10.0 +1.0% $84.44 +14.0%
408 VYM VANGUARD WHITEHALL FDS 560.0 $83K 0.00% $148.10 +6.8%
409 JD JD.COM INC Consumer Cyclical 2,800.0 $83K 0.00% -3K -50.0% $29.57 -6.8%
410 ALB ALBEMARLE CORP Basic Materials 376.0 $68K 0.00% +76.0 +25.3% $179.53 -10.7%
411 VB VANGUARD INDEX FDS 245.0 $64K 0.00% -56K -99.6% $261.92 +13.2%
412 IBLC ISHARES TR 1,646.0 $60K 0.00% $36.54 +45.0%
413 GILD GILEAD SCIENCES INC Healthcare 430.0 $60K 0.00% -5K -92.1% $139.37 -11.2%
414 JULT AIM ETF PRODUCTS TRUST 1,310.0 $58K 0.00% $43.96 +8.5%
415 VST VISTRA CORP Utilities 298.0 $45K +233.0 +358.5% $150.33 +8.9%
416 EWL ISHARES INC 755.0 $44K $58.81 +4.3%
417 VOE VANGUARD INDEX FDS 237.0 $44K $184.28 +6.3%
418 SOXX ISHARES TR 128.0 $42K $328.66 +94.6%
419 RMD RESMED INC Healthcare 166.0 $37K $224.48 -16.0%
420 VCIT VANGUARD SCOTTSDALE FDS 430.0 $36K $82.75 -0.3%
Page 21 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%