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Portfolio (Quarterly) Guide ↗

Allianz SE

· CIK 0001127508
13F Portfolio $7.8B AUM Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 431 New
Page 8 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 44,576.0 $6.5M 0.08% NEW $146.58 -26.9%
142 ACN ACCENTURE PLC IRELAND Technology 24,158.0 $6.5M 0.08% NEW $268.30 -52.3%
143 CVS CVS HEALTH CORP Healthcare 77,714.0 $6.2M 0.08% NEW $79.36 +23.9%
144 NOW SERVICENOW INC Technology 39,890.0 $6.1M 0.08% NEW $153.19 -38.0%
145 XOM EXXON MOBIL CORP Energy 49,360.0 $5.9M 0.08% NEW $120.34 +14.5%
146 CRWD CROWDSTRIKE HLDGS INC Technology 12,245.0 $5.7M 0.07% NEW $468.76 +46.1%
147 MDLZ MONDELEZ INTL INC Consumer Defensive 105,775.0 $5.7M 0.07% NEW $53.83 +11.7%
148 AMT AMERICAN TOWER CORP NEW Real Estate 32,371.0 $5.7M 0.07% NEW $175.57 +0.3%
149 ANET ARISTA NETWORKS INC Technology 43,351.0 $5.7M 0.07% NEW $131.03 +29.5%
150 BMY BRISTOL-MYERS SQUIBB CO Healthcare 103,850.0 $5.6M 0.07% NEW $53.94 +0.1%
151 SPIB SPDR SERIES TRUST 164,122.0 $5.5M 0.07% NEW $33.81 -1.2%
152 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 15,535.0 $5.4M 0.07% NEW $350.55 +10.8%
153 AIM ETF PRODUCTS TRUST 192,200.0 $5.3M 0.07% NEW $27.77
154 PBW INVESCO EXCHANGE TRADED FD T 169,068.0 $5.2M 0.07% NEW $30.54 +36.0%
155 MCO MOODYS CORP Financial Services 10,090.0 $5.2M 0.07% NEW $510.85 -11.8%
156 APH AMPHENOL CORP NEW Technology 37,760.0 $5.1M 0.07% NEW $135.14 +21.3%
157 BLOCK INC 77,000.0 $5.0M 0.07% NEW $65.09
158 AIM ETF PRODUCTS TRUST 189,541.0 $5.0M 0.06% NEW $26.25
159 CMCSA COMCAST CORP NEW Communication Services 173,313.0 $4.9M 0.06% NEW $28.00 -19.9%
160 AIM ETF PRODUCTS TRUST 187,041.0 $4.8M 0.06% NEW $25.70
Page 8 of 22  ·  431 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 23.7%
Financial Services 22.9%
Basic Materials 11.5%
Communication Services 10.0%
Healthcare 9.2%
Consumer Cyclical 8.6%
Industrials 5.2%
Consumer Defensive 4.8%
Utilities 1.6%
Energy 1.3%