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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 7 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SIXJ AIM ETF PRODUCTS TRUST 271,756.0 $9.9M 0.10% +43K +18.9% $36.48 +1.8%
122 ADBE ADOBE INC Technology 48,225.0 $9.9M 0.10% +11K +28.4% $205.02 +34.8%
123 GDX VANECK ETF TRUST 131,007.0 $9.9M 0.10% +25K +23.7% $75.45 +37.2%
124 XME SPDR SERIES TRUST 91,770.0 $9.8M 0.10% -10K -9.4% $106.93 +10.2%
125 KO COCA COLA CO Consumer Defensive 120,534.0 $9.8M 0.10% +9K +8.4% $81.27 +13.2%
126 HSY HERSHEY CO Consumer Defensive 55,484.0 $9.7M 0.10% $175.45 +8.3%
127 SIXD AIM ETF PRODUCTS TRUST 315,068.0 $9.7M 0.10% +51K +19.5% $30.84 +1.8%
128 SIXZ AIM ETF PRODUCTS TRUST 305,421.0 $9.6M 0.10% +42K +16.0% $31.53 +1.9%
129 SIXO AIM ETF PRODUCTS TRUST 261,947.0 $9.4M 0.10% +44K +19.9% $35.87 +1.3%
130 MET METLIFE INC Financial Services 106,964.0 $9.1M 0.10% $84.61 +13.7%
131 UNP UNION PAC CORP Industrials 32,457.0 $8.8M 0.09% +170.0 +0.5% $272.00 +13.9%
132 LOW LOWES COS INC Consumer Cyclical 40,028.0 $8.8M 0.09% +550.0 +1.4% $220.49 -1.6%
133 ABT ABBOTT LABORATORIES Healthcare 96,959.0 $8.8M 0.09% +8K +9.5% $90.74 +28.6%
134 CL COLGATE PALMOLIVE CO Consumer Defensive 95,825.0 $8.8M 0.09% $91.68 +0.9%
135 DSI ISHARES TR 61,222.0 $8.7M 0.09% +4K +6.7% $142.39 +2.5%
136 TMUS T-MOBILE US INC Communication Services 51,701.0 $8.7M 0.09% $167.73 +8.9%
137 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 22,403.0 $8.7M 0.09% +9K +61.7% $386.73 +4.1%
138 EXC EXELON CORP Utilities 182,001.0 $8.5M 0.09% +4K +2.3% $46.62 -4.9%
139 SCHW SCHWAB CHARLES CORP Financial Services 91,848.0 $8.5M 0.09% +1K +1.5% $92.27 +23.2%
140 PLTR PALANTIR TECHNOLOGIES INC Technology 69,518.0 $8.1M 0.09% +7K +10.8% $116.67 +50.8%
Page 7 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%