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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
Q2 2026 Q1 2026 · All 68 New 152 Added 111 Reduced
Page 7 of 24  ·  473 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PLTR PALANTIR TECHNOLOGIES INC Technology 62,765.0 $9.2M 0.10% -14K -18.8% $146.28 +31.7%
122 IEMG ISHARES INC — 131,050.0 $9.1M 0.10% +2K +1.9% $69.75 +17.1%
123 ADBE ADOBE INC Technology 37,560.0 $9.1M 0.10% -2K -5.7% $243.08 -1.7%
124 ABT ABBOTT LABORATORIES Healthcare 88,549.0 $9.1M 0.10% -3K -3.0% $102.67 -1.6%
125 CVS CVS HEALTH CORP Healthcare 126,282.0 $9.1M 0.10% +49K +62.5% $71.82 +18.4%
126 EXC EXELON CORP Utilities 177,885.0 $8.7M 0.10% +7K +3.8% $49.02 -18.0%
127 SCHW SCHWAB CHARLES CORP Financial Services 90,478.0 $8.5M 0.09% — — $93.98 +5.9%
128 KO COCA COLA CO Consumer Defensive 111,169.0 $8.5M 0.09% — — $76.05 +15.8%
129 CL COLGATE PALMOLIVE CO Consumer Defensive 95,825.0 $8.2M 0.09% -3K -2.6% $85.23 +0.1%
130 AIG AMERICAN INTL GROUP INC Financial Services 108,378.0 $8.2M 0.09% — — $75.25 -0.6%
131 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 23,903.0 $8.1M 0.09% -3K -10.0% $337.95 +33.5%
132 UNP UNION PAC CORP Industrials 32,287.0 $7.8M 0.09% +580.0 +1.8% $242.62 +13.0%
133 SIXP AIM ETF PRODUCTS TRUST — 248,434.0 $7.8M 0.09% +243K +4868.7% $31.26 +10.7%
134 SIXF AIM ETF PRODUCTS TRUST — 245,242.0 $7.7M 0.09% +240K +4804.8% $31.41 +12.3%
135 SIXJ AIM ETF PRODUCTS TRUST — 228,485.0 $7.7M 0.09% +223K +4469.7% $33.64 +11.1%
136 SIXZ AIM ETF PRODUCTS TRUST — 263,263.0 $7.6M 0.09% +242K +1166.9% $29.00 +11.7%
137 VTWO VANGUARD SCOTTSDALE FDS — 76,000.0 $7.6M 0.08% NEW — $100.17 +13.6%
138 KLAC KLA CORP Technology 5,166.0 $7.6M 0.08% -629.0 -10.8% $1472.41 -87.3%
139 TMO THERMO FISHER SCIENTIFIC INC Healthcare 15,397.0 $7.6M 0.08% -1K -6.8% $491.53 +38.0%
140 SPBW AIM ETF PRODUCTS TRUST — 277,080.0 $7.5M 0.08% -60K -17.8% $27.22 +7.7%
Page 7 of 24  ·  473 positions

① 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 22.9%
Technology 22.3%
Basic Materials 13.2%
Healthcare 9.3%
Communication Services 8.1%
Consumer Cyclical 7.8%
Industrials 5.5%
Consumer Defensive 5.3%
Energy 2.7%
Utilities 1.7%