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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 4 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 128,409.0 $16.0M 0.18% -62K -32.5% $124.28 -5.7%
62 SPYX SPDR SERIES TRUST 298,008.0 $15.8M 0.17% $53.03 +15.6%
63 C CITIGROUP INC Financial Services 139,171.0 $15.8M 0.17% $113.41 +26.1%
64 ENB ENBRIDGE INC Energy 292,312.0 $15.8M 0.17% +15K +5.5% $53.99 +1.0%
65 AMGN AMGEN INC Healthcare 44,030.0 $15.5M 0.17% +1K +3.3% $351.85 -4.1%
66 ORCL ORACLE CORP Technology 104,421.0 $15.4M 0.17% $147.11 +25.3%
67 MS MORGAN STANLEY Financial Services 88,907.0 $14.6M 0.16% $164.57 +35.6%
68 ICLN ISHARES TR 789,305.0 $14.4M 0.16% +29K +3.8% $18.29 +15.4%
69 SPGI S&P GLOBAL INC Financial Services 33,798.0 $14.4M 0.16% +17K +101.7% $425.34 -3.4%
70 XLK SELECT SECTOR SPDR TR 107,309.0 $14.3M 0.16% NEW $132.90 +44.0%
71 XOP SPDR SERIES TRUST 78,325.0 $14.2M 0.16% +15K +24.3% $181.83 -15.7%
72 AIM ETF PRODUCTS TRUST 468,564.0 $14.0M 0.15% +366K +355.9% $29.88
73 AIM ETF PRODUCTS TRUST 494,139.0 $13.9M 0.15% +404K +450.4% $28.16
74 AIM ETF PRODUCTS TRUST 487,390.0 $13.8M 0.15% +386K +381.2% $28.39
75 CRM SALESFORCE INC Technology 72,931.0 $13.6M 0.15% +21K +41.2% $186.67 -18.7%
76 AIM ETF PRODUCTS TRUST 467,015.0 $13.5M 0.15% +384K +462.0% $28.98
77 SRE SEMPRA Utilities 139,119.0 $13.5M 0.15% +18K +14.8% $97.17 -6.7%
78 HD HOME DEPOT INC Consumer Cyclical 40,986.0 $13.5M 0.15% -305.0 -0.7% $328.89 +1.6%
79 AIM ETF PRODUCTS TRUST 491,717.0 $13.4M 0.15% +400K +434.2% $27.33
80 AIM ETF PRODUCTS TRUST 485,852.0 $13.4M 0.15% +405K +498.7% $27.61
Page 4 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%