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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 14 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 WPC WP CAREY INC Real Estate 13,299.0 $904K 0.01% -535.0 -3.9% $67.96 +10.4%
262 COIN COINBASE GLOBAL INC Financial Services 4,882.0 $852K 0.01% +1K +30.2% $174.61 +10.9%
263 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,207.0 $851K 0.01% $265.32 +15.2%
264 ONTO ONTO INNOVATION INC Technology 4,077.0 $836K 0.01% -1K -26.6% $205.07 +27.5%
265 LITE LUMENTUM HLDGS INC Technology 1,186.0 $833K 0.01% -3K -74.0% $702.76 +37.2%
266 BEPC BROOKFIELD RENEWABLE CORP Utilities 20,917.0 $833K 0.01% $39.83 -5.5%
267 UMC UNITED MICROELECTRONICS CORP Technology 90,799.0 $815K 0.01% NEW $8.98 +95.5%
268 ROP ROPER TECHNOLOGIES INC Industrials 2,299.0 $814K 0.01% NEW $353.86 -7.1%
269 CUBE CUBESMART Real Estate 21,601.0 $792K 0.01% +1K +7.3% $36.65 +9.4%
270 ATHM AUTOHOME INC Communication Services 44,743.0 $777K 0.01% -6K -12.2% $17.37 -4.0%
271 FIX COMFORT SYS USA INC Industrials 563.0 $776K 0.01% -909.0 -61.8% $1378.99 +33.0%
272 SFM SPROUTS FMRS MKT INC Consumer Defensive 10,050.0 $775K 0.01% $77.13 +14.7%
273 FOXA FOX CORP Communication Services 12,423.0 $726K 0.01% +7K +132.5% $58.40 +10.0%
274 NTES NETEASE INC Technology 6,473.0 $725K 0.01% -511.0 -7.3% $111.94 +2.1%
275 MPWR MONOLITHIC PWR SYS INC Technology 650.0 $711K 0.01% -309.0 -32.2% $1093.35 +42.8%
276 STLD STEEL DYNAMICS INC Basic Materials 3,896.0 $701K 0.01% $180.00 +26.8%
277 BLD TOPBUILD CORP Industrials 1,961.0 $689K 0.01% +25.0 +1.3% $351.30 +17.0%
278 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 18,033.0 $663K 0.01% $36.75 +10.6%
279 ADSK AUTODESK INC Technology 2,660.0 $637K 0.01% -1K -34.0% $239.40 +0.3%
280 MTG MGIC INVT CORP WIS Financial Services 24,253.0 $637K 0.01% +3K +16.0% $26.25 -0.3%
Page 14 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%