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Portfolio (Quarterly) Guide ↗

AIA Group Ltd

· CIK 0001522877
13F Portfolio $6.9B AUM 362 positions Filed May 6, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 39 New 133 Added 108 Reduced 46 Exited
Page 1 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 2,337,533.0 $1.53B 22.20% +161K +7.4% $653.21 +14.2%
2 IWM ISHARES TR 1,864,118.0 $462.3M 6.72% +1.2M +181.5% $248.00 +13.9%
3 GOOGL ALPHABET INC Communication Services 567,354.0 $163.1M 2.37% +45K +8.5% $287.56 +34.8%
4 MSFT MICROSOFT CORP Technology 435,679.0 $161.3M 2.34% +21K +5.0% $370.17 +13.2%
5 AAPL APPLE INC Technology 457,049.0 $116.0M 1.69% +25K +5.8% $253.79 +20.2%
6 JNJ JOHNSON & JOHNSON Healthcare 407,868.0 $99.7M 1.45% +41K +11.1% $244.44 -5.2%
7 NVDA NVIDIA CORPORATION Technology 541,296.0 $94.4M 1.37% +46K +9.4% $174.40 +25.9%
8 SHY ISHARES TR 890,071.0 $73.5M 1.07% +139K +18.5% $82.57 -0.5%
9 IEF ISHARES TR 763,695.0 $72.9M 1.06% +133K +21.2% $95.44 -1.7%
10 JPM JPMORGAN CHASE & CO. Financial Services 202,264.0 $59.5M 0.86% +56K +38.4% $294.16 +3.0%
11 ABT ABBOTT LABS Healthcare 442,653.0 $45.4M 0.66% +147K +49.8% $102.67 -14.5%
12 XOM EXXON MOBIL CORP Energy 230,838.0 $39.2M 0.57% +120K +109.0% $169.66 -7.9%
13 BAC BANK AMERICA CORP Financial Services 798,364.0 $38.9M 0.57% +147K +22.6% $48.75 +5.6%
14 PG PROCTER AND GAMBLE CO Consumer Defensive 247,823.0 $35.8M 0.52% +49K +24.4% $144.44 -1.4%
15 MU MICRON TECHNOLOGY INC Technology 95,579.0 $32.3M 0.47% +41K +74.7% $337.84 +125.6%
16 GE GE AEROSPACE Industrials 111,118.0 $31.5M 0.46% +50K +80.9% $283.77 +6.3%
17 TJX TJX COS INC NEW Consumer Cyclical 195,831.0 $31.3M 0.46% +34K +21.3% $159.70 -0.3%
18 DIA SPDR DOW JONES INDL AVERAGE Financial Services 66,911.0 $31.0M 0.45% +65K +3140.2% $463.19 +8.6%
19 MA MASTERCARD INCORPORATED Financial Services 61,605.0 $30.8M 0.45% +24K +64.0% $499.66 -0.0%
20 WFC WELLS FARGO CO NEW Financial Services 385,894.0 $30.7M 0.45% +62K +19.1% $79.61 -4.8%
Page 1 of 7  ·  133 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
Financial Services 26.3%
Technology 22.2%
Healthcare 14.4%
Communication Services 10.2%
Consumer Cyclical 9.0%
Industrials 5.9%
Consumer Defensive 4.2%
Energy 3.0%
Real Estate 1.7%
Utilities 1.6%