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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 13 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 CLS CELESTICA INC Technology 4,513.0 $1.3M 0.02% -1K -18.6% $281.68 +25.9%
242 XYL XYLEM INC Industrials 10,539.0 $1.3M 0.02% +5K +108.1% $119.50 -9.4%
243 SEIC SEI INVTS CO Financial Services 15,831.0 $1.2M 0.02% +5K +43.1% $78.47 +15.7%
244 PWR QUANTA SVCS INC Industrials 2,259.0 $1.2M 0.02% $549.02 +29.3%
245 VIAV VIAVI SOLUTIONS INC Technology 36,138.0 $1.2M 0.02% $33.28 +44.5%
246 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 25,407.0 $1.2M 0.02% -2K -7.8% $46.42 +3.1%
247 FSLR FIRST SOLAR INC Energy 5,948.0 $1.2M 0.02% +120.0 +2.1% $197.26 +26.2%
248 CLH CLEAN HARBORS INC Industrials 3,971.0 $1.1M 0.02% $286.73 -1.5%
249 WDC WESTERN DIGITAL CORP Technology 4,137.0 $1.1M 0.02% NEW $270.49 +69.9%
250 INTC INTEL CORP Technology 25,352.0 $1.1M 0.02% -37K -59.4% $44.13 +168.5%
251 GRUPO CIBEST SA 15,294.0 $1.1M 0.02% NEW $72.81
252 TRMB TRIMBLE INC Technology 17,056.0 $1.1M 0.02% $65.23 -14.2%
253 ON ON SEMICONDUCTOR CORP Technology 17,014.0 $1.1M 0.01% $61.92 +77.0%
254 KMI KINDER MORGAN INC DEL Energy 30,873.0 $1.0M 0.01% -8K -20.7% $33.53 -0.1%
255 HBM HUDBAY MINERALS INC Basic Materials 48,302.0 $1.0M 0.01% -33K -40.5% $20.90 +18.4%
256 PTC PTC INC Technology 6,770.0 $965K 0.01% $142.49 +3.8%
257 IEUR ISHARES TR 13,685.0 $962K 0.01% $70.27 +7.7%
258 BZUN BAOZUN INC Consumer Cyclical 399,018.0 $954K 0.01% $2.39 +7.5%
259 DELL DELL TECHNOLOGIES INC Technology 5,750.0 $944K 0.01% $164.13 +54.1%
260 WB WEIBO CORP Communication Services 103,579.0 $906K 0.01% +72K +229.7% $8.75 -5.6%
Page 13 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%