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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 5 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 INGERSOLL RAND INC 35,640.0 $2.9M 0.04% -17K -32.5% $81.99
82 HEI HEICO CORP NEW Industrials 7,840.0 $2.8M 0.04% -5K -39.6% $356.19 -1.0%
83 EPAM EPAM SYS INC Technology 31,249.0 $2.5M 0.03% -3K -9.1% $79.35 +40.2%
84 BSX BOSTON SCIENTIFIC CORP Healthcare 54,777.0 $2.3M 0.03% -132K -70.7% $42.68 +14.8%
85 AFL AFLAC INC Financial Services 19,050.0 $2.2M 0.03% -21K -52.5% $117.25 +0.8%
86 DIS DISNEY WALT CO Communication Services 21,752.0 $2.1M 0.03% -33K -60.3% $96.25 +14.9%
87 RBLX ROBLOX CORP Technology 36,880.0 $2.0M 0.03% -1K -3.6% $54.38 -28.7%
88 SF STIFEL FINL CORP Financial Services 27,425.0 $1.9M 0.02% -3K -9.7% $69.77 +15.8%
89 DIA STATE STR SPDR DOW JONES IND Financial Services 3,656.0 $1.9M 0.02% -63K -94.5% $522.39 +2.2%
90 AJG GALLAGHER ARTHUR J & CO Financial Services 8,282.0 $1.9M 0.02% -10K -54.5% $229.57 +18.5%
91 DHI D R HORTON INC Consumer Cyclical 11,530.0 $1.9M 0.02% -18K -60.9% $162.88 -8.5%
92 CL COLGATE PALMOLIVE CO Consumer Defensive 19,699.0 $1.8M 0.02% -7K -25.0% $91.68 +0.9%
93 TER TERADYNE INC Technology 3,661.0 $1.8M 0.02% -1K -27.6% $483.84 -24.6%
94 PSX PHILLIPS 66 Energy 10,252.0 $1.7M 0.02% -5K -33.0% $169.05 +43.1%
95 DELL DELL TECHNOLOGIES INC Technology 3,965.0 $1.7M 0.02% -2K -31.0% $431.46 +0.4%
96 DLR DIGITAL RLTY TR INC Real Estate 9,338.0 $1.7M 0.02% -15K -62.2% $179.58 +5.0%
97 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 6,358.0 $1.6M 0.02% -16K -71.2% $249.98 -6.6%
98 PDD PDD HOLDINGS INC Consumer Cyclical 20,406.0 $1.6M 0.02% -25K -55.0% $76.28 +14.1%
99 INTU INTUIT Technology 5,672.0 $1.5M 0.02% -2K -24.3% $261.00 +41.7%
100 RS RELIANCE INC Basic Materials 3,843.0 $1.4M 0.02% -2K -29.7% $373.60 +2.4%
Page 5 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%