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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 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC 64,932.0 $22.9M 0.29% -11K -14.1% $353.33
22 GE GE AEROSPACE Industrials 59,035.0 $22.1M 0.28% -52K -46.9% $373.73 -8.5%
23 CRM SALESFORCE INC Technology 131,808.0 $20.6M 0.26% -12K -8.1% $156.66 +33.4%
24 CVX CHEVRON CORPORATION Energy 108,874.0 $18.0M 0.23% -26K -19.1% $165.76 +22.5%
25 RTX RTX CORPORATION Industrials 91,328.0 $17.3M 0.22% -58K -38.9% $189.73 +10.3%
26 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 17,816.0 $16.7M 0.21% -9K -33.6% $935.47 +3.8%
27 C CITIGROUP INC Financial Services 116,027.0 $16.2M 0.20% -36K -23.7% $139.96 -5.9%
28 MS MORGAN STANLEY Financial Services 76,804.0 $16.1M 0.20% -49K -38.8% $209.04 +2.4%
29 PFE PFIZER INC Healthcare 638,590.0 $15.4M 0.19% -195K -23.4% $24.08 +16.2%
30 GM GENERAL MTRS CO Consumer Cyclical 196,583.0 $15.2M 0.19% -34K -14.6% $77.08 +12.8%
31 CVS CVS HEALTH CORP Healthcare 143,222.0 $14.8M 0.19% -34K -19.4% $103.45 -9.0%
32 PLD PROLOGIS INC. Real Estate 107,441.0 $14.6M 0.18% -12K -9.7% $135.47 +5.8%
33 SCHW SCHWAB CHARLES CORP Financial Services 156,431.0 $14.4M 0.18% -26K -14.3% $92.27 +23.2%
34 ABBV ABBVIE INC Healthcare 57,308.0 $14.4M 0.18% -17K -23.2% $251.64 +5.1%
35 VLO VALERO ENERGY CORP Energy 54,938.0 $14.3M 0.18% -34K -38.5% $260.44 +32.9%
36 XOM EXXON MOBIL CORP Energy 98,942.0 $13.5M 0.17% -132K -57.1% $136.72 +20.0%
37 MMM 3M CO Industrials 75,767.0 $12.3M 0.15% -36K -32.5% $161.91 +10.6%
38 NET CLOUDFLARE INC Technology 48,713.0 $11.9M 0.15% -9K -16.2% $245.28 +14.3%
39 EIX EDISON INTL Utilities 159,411.0 $11.9M 0.15% -95K -37.4% $74.45 -0.6%
40 MET METLIFE INC Financial Services 133,711.0 $11.3M 0.14% -58K -30.2% $84.61 +13.7%
Page 2 of 7  ·  130 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 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%