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Portfolio (Quarterly) Guide ↗

AIA Group Ltd

· CIK 0001522877
13F Portfolio $8.0B AUM 407 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 44 New 98 Added 130 Reduced 45 Exited
Page 2 of 3  ·  45 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 DINO HF SINCLAIR CORP Energy 24,462 $1.5M 0.02% SOLD
22 AMP AMERIPRISE FINL INC Financial Services 3,300 $1.5M 0.02% SOLD
23 WDC WESTERN DIGITAL CORP Technology 4,137 $1.1M 0.02% SOLD
24 GRUPO CIBEST SA 15,294 $1.1M 0.02% SOLD
25 WPC WP CAREY INC Real Estate 13,299 $904K 0.01% SOLD
26 CUBE CUBESMART Real Estate 21,601 $792K 0.01% SOLD
27 ATHM AUTOHOME INC Communication Services 44,743 $777K 0.01% SOLD
28 BLD TOPBUILD CORP Industrials 1,961 $689K 0.01% SOLD
29 MTG MGIC INVT CORP WIS Financial Services 24,253 $637K 0.01% SOLD
30 TTAN SERVICETITAN INC Technology 9,336 $592K 0.01% SOLD
31 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,190 $576K 0.01% SOLD
32 NFG NATIONAL FUEL GAS CO Energy 5,750 $540K 0.01% SOLD
33 IQVIA HLDGS INC 3,063 $522K 0.01% SOLD
34 EHC ENCOMPASS HEALTH CORP Healthcare 5,386 $521K 0.01% SOLD
35 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,517 $497K 0.01% SOLD
36 SUI SUN CMNTYS INC Real Estate 3,906 $492K 0.01% SOLD
37 INVH INVITATION HOMES INC Real Estate 19,114 $475K 0.01% SOLD
38 EXEL EXELIXIS INC Healthcare 10,432 $447K 0.01% SOLD
39 VTRS VIATRIS INC Healthcare 30,099 $407K 0.01% SOLD
40 TDY TELEDYNE TECHNOLOGIES INC Technology 649 $393K 0.01% SOLD
Page 2 of 3  ·  45 positions
Sector Allocation
Financial Services 31.2%
Technology 27.5%
Healthcare 12.8%
Consumer Cyclical 7.8%
Communication Services 7.1%
Industrials 5.3%
Consumer Defensive 3.1%
Energy 1.8%
Real Estate 1.5%
Utilities 1.1%