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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 7 of 7  ·  130 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 TME TENCENT MUSIC ENTMT GROUP Communication Services 68,010.0 $568K 0.01% -291K -81.0% $8.35 +3.7%
122 COIN COINBASE GLOBAL INC Financial Services 3,579.0 $523K 0.01% -1K -26.7% $146.19 +22.8%
123 VLTO VERALTO CORP Industrials 5,556.0 $493K 0.01% -16K -73.9% $88.68 +12.1%
124 FOXA FOX CORP Communication Services 9,445.0 $493K 0.01% -3K -24.0% $52.16 +32.7%
125 PANW PALO ALTO NETWORKS INC Technology 790.0 $269K 0.00% -531.0 -40.2% $341.02 +2.9%
126 HEICO CORP NEW 941.0 $243K 0.00% -7K -88.2% $257.91
127 PNC PNC FINL SVCS GROUP INC Financial Services 942.0 $232K 0.00% -2K -62.4% $246.22 -1.0%
128 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 3,764.0 $215K 0.00% -4K -51.2% $57.22 +13.7%
129 FOX FOX CORP 4,567.0 $214K 0.00% -1K -19.3% $46.84
130 KMI KINDER MORGAN INC DEL Energy 6,515.0 $208K 0.00% -24K -78.9% $31.97 -3.0%
Page 7 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%