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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 4 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ICLN ISHARES TR 831,803.0 $17.0M 0.18% +42K +5.4% $20.49 -14.9%
62 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 18,192.0 $17.0M 0.18% +2K +9.4% $935.47 +3.8%
63 GEV GE VERNOVA INC Utilities 14,319.0 $16.8M 0.18% +3K +21.2% $1174.86 -19.8%
64 KLAC KLA CORP Technology 54,579.0 $16.5M 0.17% +49K +956.5% $301.71 -39.8%
65 NKE NIKE INC Consumer Cyclical 397,245.0 $16.3M 0.17% $41.05 -0.7%
66 AIM ETF PRODUCTS TRUST 487,621.0 $16.2M 0.17% +21K +4.4% $33.13
67 ADI ANALOG DEVICES INC Technology 40,484.0 $16.1M 0.17% $397.17 -6.5%
68 BAC BANK OF AMER CORP Financial Services 279,866.0 $15.9M 0.17% +33K +13.2% $56.98 +9.4%
69 AIM ETF PRODUCTS TRUST 501,614.0 $15.9M 0.17% +14K +2.9% $31.70
70 AIM ETF PRODUCTS TRUST 465,454.0 $15.9M 0.17% -3K -0.7% $34.14
71 ORCL ORACLE CORP Technology 107,324.0 $15.7M 0.17% +3K +2.8% $146.55 -2.8%
72 AIM ETF PRODUCTS TRUST 507,188.0 $15.6M 0.17% +13K +2.6% $30.85
73 AIM ETF PRODUCTS TRUST 512,093.0 $15.6M 0.16% +26K +5.4% $30.42
74 ENB ENBRIDGE INC Energy 285,425.0 $15.5M 0.16% -7K -2.4% $54.21 -7.6%
75 AIM ETF PRODUCTS TRUST 511,395.0 $15.2M 0.16% +15K +3.0% $29.69
76 AIM ETF PRODUCTS TRUST 503,347.0 $15.2M 0.16% +12K +2.4% $30.13
77 FXI ISHARES TR 479,440.0 $15.1M 0.16% +15K +3.2% $31.59 +12.5%
78 IBM INTERNATIONAL BUSINESS MACHS Technology 53,239.0 $15.0M 0.16% +8K +18.6% $281.21 -17.8%
79 AZN ASTRAZENECA PLC Healthcare 79,986.0 $15.0M 0.16% +14K +20.7% $187.14 -10.9%
80 HD HOME DEPOT INC Consumer Cyclical 41,926.0 $14.8M 0.16% +940.0 +2.3% $352.68 -4.3%
Page 4 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%