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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 5 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AIM ETF PRODUCTS TRUST 496,702.0 $13.4M 0.15% +370K +292.4% $26.97
82 BLK BLACKROCK INC Financial Services 13,905.0 $13.4M 0.15% +3K +25.7% $961.71 +9.2%
83 WFC WELLS FARGO & CO Financial Services 167,775.0 $13.4M 0.15% -39K -18.9% $79.61 +3.3%
84 PEP PEPSICO INC Consumer Defensive 84,600.0 $13.1M 0.15% +9K +12.0% $155.29 -8.5%
85 QCOM QUALCOMM INC Technology 101,620.0 $13.1M 0.14% +35K +53.4% $128.78 +75.6%
86 MRK MERCK & CO INC Healthcare 107,100.0 $12.9M 0.14% -731.0 -0.7% $120.29 -5.3%
87 ADI ANALOG DEVICES INC Technology 40,484.0 $12.9M 0.14% $318.14 +36.6%
88 AZN ASTRAZENECA PLC Healthcare 66,248.0 $12.8M 0.14% NEW $193.72 -9.7%
89 BKF ISHARES INC 308,474.0 $12.5M 0.14% +5K +1.7% $40.67 -2.3%
90 AIM ETF PRODUCTS TRUST 431,004.0 $12.4M 0.14% +386K +850.2% $28.69
91 AIM ETF PRODUCTS TRUST 441,294.0 $12.4M 0.14% +328K +288.9% $28.00
92 MU MICRON TECHNOLOGY INC Technology 36,448.0 $12.3M 0.14% -4K -9.3% $337.84 +235.7%
93 BAC BANK AMERICA CORP Financial Services 247,304.0 $12.1M 0.13% -85K -25.5% $48.75 +15.3%
94 T AT&T INC Communication Services 406,607.0 $11.8M 0.13% +68K +20.2% $28.99 -24.1%
95 HSY HERSHEY CO Consumer Defensive 55,741.0 $11.6M 0.13% $207.89 -17.0%
96 AIM ETF PRODUCTS TRUST 429,839.0 $11.4M 0.13% +425K +8496.8% $26.58
97 AIM ETF PRODUCTS TRUST 397,822.0 $11.4M 0.13% +393K +7856.4% $28.55
98 WM WASTE MGMT INC DEL Industrials 48,929.0 $11.2M 0.12% $229.79 -6.6%
99 SPBX AIM ETF PRODUCTS TRUST 410,540.0 $11.1M 0.12% -35K -7.9% $26.97 +8.0%
100 GHYG ISHARES INC 243,778.0 $11.0M 0.12% +2K +0.8% $45.11 +0.4%
Page 5 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%