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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 4 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 FIS FIDELITY NATL INFORMATION SV Technology 133,609.0 $5.2M 0.07% -4K -3.0% $38.88 +6.5%
62 TMUS T-MOBILE US INC Communication Services 30,731.0 $5.2M 0.07% -23K -42.6% $167.73 +8.9%
63 FCX FREEPORT MCMORAN INC Basic Materials 77,960.0 $4.9M 0.06% -107K -57.8% $62.89 +23.7%
64 ADBE ADOBE INC Technology 22,602.0 $4.6M 0.06% -10K -31.3% $205.02 +34.8%
65 SYK STRYKER CORPORATION Healthcare 14,100.0 $4.4M 0.06% -4K -20.5% $314.84 +4.1%
66 GEV GE VERNOVA INC Utilities 3,704.0 $4.4M 0.06% -8K -67.0% $1174.86 -19.8%
67 CAG CONAGRA BRANDS INC Consumer Defensive 316,753.0 $4.3M 0.05% -94K -22.9% $13.46 +23.8%
68 HAS HASBRO INC Consumer Cyclical 50,385.0 $4.2M 0.05% -30K -37.6% $82.59 +15.5%
69 LHX L3HARRIS TECHNOLOGIES INC Industrials 13,478.0 $3.9M 0.05% -25K -64.8% $290.59 -9.6%
70 CTVA CORTEVA INC Basic Materials 46,245.0 $3.9M 0.05% -51K -52.5% $84.69 -2.2%
71 PEP PEPSICO INC Consumer Defensive 28,796.0 $3.9M 0.05% -23K -44.1% $135.40 +6.8%
72 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 82,643.0 $3.8M 0.05% -11K -11.5% $45.91 +22.8%
73 HCA HCA HEALTHCARE INC Healthcare 9,468.0 $3.7M 0.05% -18K -65.4% $389.89 +10.1%
74 MCD MCDONALDS CORP Consumer Cyclical 13,497.0 $3.6M 0.05% -10K -43.0% $270.31 +0.8%
75 BWA BORGWARNER INC Consumer Cyclical 54,836.0 $3.6M 0.05% -72K -56.6% $66.40 -3.1%
76 NVR NVR INC Consumer Cyclical 497.0 $3.4M 0.04% -131.0 -20.9% $6813.40 -6.1%
77 MPC MARATHON PETE CORP Energy 12,561.0 $3.2M 0.04% -4K -23.5% $255.67 +41.8%
78 YMM FULL TRUCK ALLIANCE CO LTD Technology 392,296.0 $3.2M 0.04% -115K -22.7% $8.12 +3.8%
79 ACM AECOM Industrials 44,281.0 $3.1M 0.04% -8K -15.2% $69.80 -6.9%
80 CNC CENTENE CORP DEL Healthcare 46,031.0 $3.0M 0.04% -23K -33.0% $64.19 +2.3%
Page 4 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%