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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 21 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 SPBU AIM ETF PRODUCTS TRUST 5,000.0 $151K 0.00% -48K -90.6% $30.24 +1.3%
402 EWW ISHARES INC 2,000.0 $151K 0.00% -232.0 -10.4% $75.27 +2.5%
403 MICC MAGNUM ICE CREAM CO NV Consumer Defensive 8,510.0 $148K 0.00% -8K -50.0% $17.42 +15.7%
404 VUG VANGUARD INDEX FDS 1,710.0 $147K 0.00% +1K +500.0% $86.14 +0.9%
405 AEP AMERICAN ELEC PWR CO INC Utilities 1,030.0 $141K 0.00% NEW $136.81 -10.8%
406 PUK PRUDENTIAL PLC Financial Services 5,097.0 $137K 0.00% $26.81 +6.3%
407 GILD GILEAD SCIENCES INC Healthcare 1,006.0 $127K 0.00% +576.0 +133.9% $126.34 +16.1%
408 RGLD ROYAL GOLD INC Basic Materials 597.0 $119K 0.00% $199.61 +32.1%
409 USB US BANCORP Financial Services 1,930.0 $117K 0.00% NEW $60.40 +3.3%
410 ALC ALCON AG Healthcare 1,700.0 $115K 0.00% -15K -89.7% $67.69 +8.9%
411 JANT AIM ETF PRODUCTS TRUST 2,500.0 $110K 0.00% $44.01 +2.0%
412 CVX CHEVRON CORPORATION Energy 642.0 $106K 0.00% -17K -96.3% $165.76 +22.5%
413 IWM ISHARES TR 353.0 $106K 0.00% $300.45 -0.8%
414 PRU PRUDENTIAL FINL INC Financial Services 940.0 $101K 0.00% -710.0 -43.0% $107.93 +13.7%
415 EWJ ISHARES INC 1,020.0 $95K 0.00% $93.27 +1.7%
416 MGK VANGUARD WORLD FD 1,080.0 $95K 0.00% +864.0 +400.0% $87.91 +0.5%
417 TFC TRUIST FINL CORP Financial Services 1,790.0 $89K 0.00% NEW $49.82 +2.0%
418 VYM VANGUARD WHITEHALL FDS 560.0 $88K 0.00% $158.03 +4.5%
419 TROW PRICE T ROWE GROUP INC Financial Services 770.0 $88K 0.00% NEW $113.69 -1.2%
420 CMS CMS ENERGY CORP Utilities 1,140.0 $87K 0.00% NEW $76.50 -10.6%
Page 21 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%