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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 9 of 22  ·  431 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 FERROVIAL SE 72,725.0 $4.7M 0.06% NEW $64.99
162 BK BANK NEW YORK MELLON CORP Financial Services 38,779.0 $4.5M 0.06% NEW $116.09 +22.7%
163 FNV FRANCO NEV CORP Basic Materials 21,392.0 $4.4M 0.06% NEW $207.55 +5.6%
164 MFG MIZUHO FINANCIAL GROUP INC Financial Services 590,000.0 $4.3M 0.06% NEW $7.32 +40.7%
165 SPBU AIM ETF PRODUCTS TRUST 153,132.0 $4.3M 0.06% NEW $28.15 +7.6%
166 SMFG SUMITOMO MITSUI FINL GROUP I Financial Services 220,000.0 $4.3M 0.06% NEW $19.33 +30.5%
167 MELI MERCADOLIBRE INC Consumer Cyclical 2,107.0 $4.2M 0.06% NEW $2014.26 -18.8%
168 MUFG MITSUBISHI UFJ FINL GROUP IN Financial Services 255,000.0 $4.0M 0.05% NEW $15.86 +32.9%
169 CBRE CBRE GROUP INC Real Estate 25,094.0 $4.0M 0.05% NEW $160.79 -18.2%
170 ATKR ATKORE INC Industrials 62,273.0 $3.9M 0.05% NEW $63.25 +28.3%
171 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 43,500.0 $3.9M 0.05% NEW $89.92 -2.2%
172 SNPS SYNOPSYS INC Technology 8,260.0 $3.9M 0.05% NEW $469.72 -3.0%
173 TEL TE CONNECTIVITY PLC Technology 16,640.0 $3.8M 0.05% NEW $227.51 -4.3%
174 CSGP COSTAR GROUP INC Real Estate 56,052.0 $3.8M 0.05% NEW $67.24 -55.2%
175 HUM HUMANA INC Healthcare 13,960.0 $3.6M 0.05% NEW $256.13 +40.8%
176 EXR EXTRA SPACE STORAGE INC Real Estate 27,061.0 $3.5M 0.04% NEW $130.22 +11.6%
177 AIM ETF PRODUCTS TRUST 126,564.0 $3.5M 0.04% NEW $27.69
178 TDG TRANSDIGM GROUP INC Industrials 2,594.0 $3.4M 0.04% NEW $1329.85 -0.1%
179 AIM ETF PRODUCTS TRUST 113,484.0 $3.3M 0.04% NEW $28.95
180 AIM ETF PRODUCTS TRUST 102,780.0 $3.2M 0.04% NEW $31.50
Page 9 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%