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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 12 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 BP BP PLC Energy 42,534.0 $1.6M 0.02% NEW $36.95 +18.4%
222 PDD PDD HOLDINGS INC Consumer Cyclical 20,406.0 $1.6M 0.02% -25K -55.0% $76.28 +14.1%
223 FORTINET INC 9,981.0 $1.5M 0.02% NEW $153.62
224 FHN FIRST HORIZON CORPORATION Financial Services 59,726.0 $1.5M 0.02% NEW $25.64 -4.3%
225 WB WEIBO CORP Communication Services 207,300.0 $1.5M 0.02% +104K +100.1% $7.26 -3.6%
226 SNOW SNOWFLAKE INC Technology 5,842.0 $1.5M 0.02% +3K +144.7% $254.50 +26.8%
227 INTU INTUIT Technology 5,672.0 $1.5M 0.02% -2K -24.3% $261.00 +41.7%
228 FEDEX FGHT HLDG CO INC 9,649.0 $1.5M 0.02% NEW $151.00
229 RS RELIANCE INC Basic Materials 3,843.0 $1.4M 0.02% -2K -29.7% $373.60 +2.4%
230 XYL XYLEM INC Industrials 11,985.0 $1.4M 0.02% +1K +13.7% $118.21 -3.4%
231 SNX TD SYNNEX CORPORATION Technology 5,022.0 $1.3M 0.02% NEW $267.34 -8.9%
232 QCOM QUALCOMM INC Technology 7,099.0 $1.3M 0.02% -77K -91.6% $184.79 -14.2%
233 ECL ECOLAB INC Basic Materials 4,665.0 $1.3M 0.02% -26K -84.6% $278.61 +3.0%
234 VIAV VIAVI SOLUTIONS INC Technology 26,913.0 $1.3M 0.02% -9K -25.5% $47.75 -22.6%
235 LITE LUMENTUM HLDGS INC Technology 1,486.0 $1.3M 0.02% +300.0 +25.3% $858.06 -3.3%
236 ALB ALBEMARLE CORP Basic Materials 9,415.0 $1.3M 0.02% -183.0 -1.9% $135.03 +4.8%
237 AMAT APPLIED MATLS INC Technology 1,758.0 $1.3M 0.02% -35K -95.2% $723.00 -33.0%
238 SWKS SKYWORKS SOLUTIONS INC Technology 18,440.0 $1.3M 0.02% -78K -80.9% $67.80 -1.4%
239 BIIB BIOGEN INC Healthcare 5,545.0 $1.2M 0.01% -4K -40.6% $216.06 +1.0%
240 EXPD EXPEDITORS INTL WASH INC Industrials 7,316.0 $1.2M 0.01% +4K +114.4% $162.98 +15.2%
Page 12 of 17  ·  324 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%