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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 6 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 QCOM QUALCOMM INC Technology 7,099.0 $1.3M 0.02% -77K -91.6% $184.79 -14.2%
102 ECL ECOLAB INC Basic Materials 4,665.0 $1.3M 0.02% -26K -84.6% $278.61 +3.0%
103 VIAV VIAVI SOLUTIONS INC Technology 26,913.0 $1.3M 0.02% -9K -25.5% $47.75 -22.6%
104 ALB ALBEMARLE CORP Basic Materials 9,415.0 $1.3M 0.02% -183.0 -1.9% $135.03 +4.8%
105 AMAT APPLIED MATLS INC Technology 1,758.0 $1.3M 0.02% -35K -95.2% $723.00 -33.0%
106 SWKS SKYWORKS SOLUTIONS INC Technology 18,440.0 $1.3M 0.02% -78K -80.9% $67.80 -1.4%
107 BIIB BIOGEN INC Healthcare 5,545.0 $1.2M 0.01% -4K -40.6% $216.06 +1.0%
108 ALLY ALLY FINL INC Financial Services 24,278.0 $1.1M 0.01% -12K -32.3% $45.95 -7.6%
109 CAT CATERPILLAR INC Industrials 1,028.0 $1.1M 0.01% -3K -76.3% $1064.90 -23.8%
110 CLS CELESTICA INC Technology 2,947.0 $1.1M 0.01% -2K -34.7% $364.80 -19.3%
111 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 27,244.0 $1.1M 0.01% -18K -40.3% $38.73 +60.6%
112 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 8,271.0 $1.0M 0.01% -7K -44.2% $123.29 +11.5%
113 THC TENET HEALTHCARE CORP Healthcare 5,394.0 $1.0M 0.01% -2K -27.5% $187.08 +48.9%
114 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 19,077.0 $1.0M 0.01% -6K -24.9% $52.85 +2.3%
115 FSLR FIRST SOLAR INC Energy 3,803.0 $897K 0.01% -2K -36.1% $235.96 -11.7%
116 ONTO ONTO INNOVATION INC Technology 2,345.0 $887K 0.01% -2K -42.5% $378.45 -25.2%
117 VICI VICI PPTYS INC Real Estate 32,304.0 $858K 0.01% -254K -88.7% $26.55 +0.9%
118 ON ON SEMICONDUCTOR CORP Technology 8,493.0 $803K 0.01% -9K -50.1% $94.54 -23.9%
119 SEIC SEI INVTS CO Financial Services 6,917.0 $607K 0.01% -9K -56.3% $87.71 +26.3%
120 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 1,087.0 $589K 0.01% -1K -55.0% $541.83 -5.3%
Page 6 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%