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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 9 of 26  ·  519 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 JULW AIM ETF PRODUCTS TRUST 168,041.0 $6.9M 0.07% +31K +22.3% $40.82 +1.4%
162 OCTW AIM ETF PRODUCTS TRUST 167,279.0 $6.8M 0.07% +31K +22.6% $40.91 +1.8%
163 MARW AIM ETF PRODUCTS TRUST 189,457.0 $6.8M 0.07% +35K +22.5% $36.11 +1.5%
164 AUGW AIM ETF PRODUCTS TRUST 200,818.0 $6.8M 0.07% +37K +22.5% $34.05 +1.7%
165 NVBW AIM ETF PRODUCTS TRUST 191,778.0 $6.8M 0.07% +36K +22.7% $35.62 +1.8%
166 ADP AUTOMATIC DATA PROCESSING IN Industrials 30,460.0 $6.8M 0.07% +460.0 +1.5% $223.95 +26.4%
167 FEBW AIM ETF PRODUCTS TRUST 191,866.0 $6.8M 0.07% +35K +22.6% $35.54 +1.5%
168 SEPW AIM ETF PRODUCTS TRUST 203,946.0 $6.8M 0.07% +38K +22.6% $33.39 +1.3%
169 APRW AIM ETF PRODUCTS TRUST 181,956.0 $6.8M 0.07% +34K +22.8% $37.14 +1.3%
170 AZO AUTOZONE INC Consumer Cyclical 2,109.0 $6.7M 0.07% $3195.94 -5.8%
171 JANW AIM ETF PRODUCTS TRUST 174,013.0 $6.7M 0.07% +33K +23.0% $38.67 +1.7%
172 JUNW AIM ETF PRODUCTS TRUST 195,471.0 $6.7M 0.07% +36K +22.6% $34.39 +1.4%
173 CI THE CIGNA GROUP Healthcare 24,367.0 $6.7M 0.07% $275.68 +1.7%
174 MAYW AIM ETF PRODUCTS TRUST 193,052.0 $6.7M 0.07% +36K +22.8% $34.77 +1.5%
175 MDLZ MONDELEZ INTL INC Consumer Defensive 115,778.0 $6.7M 0.07% -12K -9.2% $57.84 +11.9%
176 APH AMPHENOL CORP Technology 37,760.0 $6.7M 0.07% $176.32 -11.8%
177 WCN WASTE CONNECTIONS INC Industrials 39,000.0 $6.5M 0.07% $166.62 +1.4%
178 MDT MEDTRONIC PLC Healthcare 78,498.0 $6.1M 0.07% +1K +1.9% $78.23 +18.8%
179 AMAT APPLIED MATLS INC Technology 8,445.0 $6.1M 0.06% +4K +98.0% $723.00 -33.0%
180 GE GE AEROSPACE Industrials 16,332.0 $6.1M 0.06% +4K +30.8% $373.73 -8.5%
Page 9 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%