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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 4 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AJG GALLAGHER ARTHUR J & CO Financial Services 18,195.0 $3.9M 0.06% -8K -30.8% $216.58 -4.2%
62 CARR CARRIER GLOBAL CORPORATION Industrials 69,221.0 $3.9M 0.06% -41K -37.3% $56.31 +10.4%
63 MDLZ MONDELEZ INTL INC Consumer Defensive 66,131.0 $3.8M 0.06% -3K -4.4% $57.64 +6.7%
64 HEI HEICO CORP NEW Industrials 12,991.0 $3.6M 0.05% -3K -17.5% $274.20 +9.8%
65 ES EVERSOURCE ENERGY Utilities 51,384.0 $3.6M 0.05% -12K -18.9% $69.28 +0.5%
66 INTU INTUIT Technology 7,492.0 $3.2M 0.05% -9K -54.1% $432.38 -29.0%
67 OTIS OTIS WORLDWIDE CORP Industrials 41,260.0 $3.2M 0.05% -4K -8.3% $77.08 -7.1%
68 BA BOEING CO Industrials 15,631.0 $3.1M 0.04% -5K -22.8% $199.03 +10.3%
69 AMERICA MOVIL SAB DE CV 121,772.0 $3.1M 0.04% -198K -62.0% $25.48
70 CAT CATERPILLAR INC Industrials 4,342.0 $3.1M 0.04% -12K -73.5% $708.46 +22.2%
71 CPRT COPART INC Industrials 86,516.0 $2.9M 0.04% -50K -36.7% $33.20 +3.6%
72 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 7,742.0 $2.6M 0.04% -12K -61.6% $330.87 -9.2%
73 CME CME GROUP INC Financial Services 8,012.0 $2.4M 0.03% -30K -78.7% $295.35 -2.1%
74 WAB WABTEC Industrials 9,279.0 $2.3M 0.03% -10K -51.0% $249.91 +3.7%
75 CNC CENTENE CORP DEL Healthcare 68,692.0 $2.2M 0.03% -26K -27.3% $32.74 +76.5%
76 RBLX ROBLOX CORP Technology 38,247.0 $2.2M 0.03% -30K -44.0% $56.56 -19.0%
77 ALGN ALIGN TECHNOLOGY INC Healthcare 12,308.0 $2.1M 0.03% -8K -38.5% $171.43 -4.9%
78 BN BROOKFIELD CORP Financial Services 50,425.0 $2.0M 0.03% -22K -30.3% $40.47 +12.3%
79 COP CONOCOPHILLIPS Energy 15,220.0 $2.0M 0.03% -14K -47.3% $132.00 -8.7%
80 VTR VENTAS INC Real Estate 23,022.0 $1.9M 0.03% -3K -12.8% $81.78 +8.3%
Page 4 of 6  ·  108 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%