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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 10 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 AJG GALLAGHER ARTHUR J & CO Financial Services 18,195.0 $3.9M 0.06% -8K -30.8% $216.58 -4.2%
182 CARR CARRIER GLOBAL CORPORATION Industrials 69,221.0 $3.9M 0.06% -41K -37.3% $56.31 +10.4%
183 ALL ALLSTATE CORP Financial Services 18,639.0 $3.9M 0.06% +122.0 +0.7% $207.34 +3.4%
184 MDLZ MONDELEZ INTL INC Consumer Defensive 66,131.0 $3.8M 0.06% -3K -4.4% $57.64 +6.7%
185 HEI HEICO CORP NEW Industrials 12,991.0 $3.6M 0.05% -3K -17.5% $274.20 +9.8%
186 ES EVERSOURCE ENERGY Utilities 51,384.0 $3.6M 0.05% -12K -18.9% $69.28 +0.5%
187 WPM WHEATON PRECIOUS METALS CORP Basic Materials 26,839.0 $3.5M 0.05% NEW $131.01 -2.9%
188 CF CF INDS HLDGS INC Basic Materials 26,400.0 $3.4M 0.05% NEW $129.84 -6.3%
189 VRSN VERISIGN INC Technology 13,701.0 $3.4M 0.05% +4K +41.2% $248.36 +22.0%
190 CAH CARDINAL HEALTH INC Healthcare 15,947.0 $3.4M 0.05% +2K +12.9% $211.31 -5.1%
191 TME TENCENT MUSIC ENTMT GROUP Communication Services 358,975.0 $3.3M 0.05% +100K +38.6% $9.28 -1.4%
192 INTU INTUIT Technology 7,492.0 $3.2M 0.05% -9K -54.1% $432.38 -29.0%
193 OTIS OTIS WORLDWIDE CORP Industrials 41,260.0 $3.2M 0.05% -4K -8.3% $77.08 -7.1%
194 DDOG DATADOG INC Technology 26,800.0 $3.2M 0.05% NEW $118.05 +84.7%
195 BA BOEING CO Industrials 15,631.0 $3.1M 0.04% -5K -22.8% $199.03 +10.3%
196 AMERICA MOVIL SAB DE CV 121,772.0 $3.1M 0.04% -198K -62.0% $25.48
197 CAT CATERPILLAR INC Industrials 4,342.0 $3.1M 0.04% -12K -73.5% $708.46 +22.2%
198 ULS UL SOLUTIONS INC Industrials 35,262.0 $3.0M 0.04% $85.71 +19.0%
199 KKR KKR & CO INC Financial Services 31,833.0 $2.9M 0.04% +12K +61.8% $92.50 +2.4%
200 CPRT COPART INC Industrials 86,516.0 $2.9M 0.04% -50K -36.7% $33.20 +3.6%
Page 10 of 17  ·  325 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%