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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 15 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 PCOR PROCORE TECHNOLOGIES INC Technology 11,130.0 $634K 0.01% $57.00 -18.6%
282 LSCC LATTICE SEMICONDUCTOR CORP Technology 6,525.0 $605K 0.01% $92.76 +50.2%
283 TTAN SERVICETITAN INC Technology 9,336.0 $592K 0.01% $63.46 -1.1%
284 CVCO CAVCO INDS INC DEL Consumer Cyclical 1,190.0 $576K 0.01% $484.29 +1.5%
285 FDX FEDEX CORP Industrials 1,553.0 $553K 0.01% NEW $356.18 +9.2%
286 NFG NATIONAL FUEL GAS CO Energy 5,750.0 $540K 0.01% +1K +24.5% $93.96 -13.5%
287 NXT NEXTPOWER INC Technology 4,423.0 $533K 0.01% $120.55 +0.4%
288 IQVIA HLDGS INC 3,063.0 $522K 0.01% NEW $170.54
289 PNC PNC FINL SVCS GROUP INC Financial Services 2,505.0 $521K 0.01% $208.09 +4.2%
290 EHC ENCOMPASS HEALTH CORP Healthcare 5,386.0 $521K 0.01% NEW $96.73 +8.0%
291 TTEK TETRA TECH INC NEW Industrials 17,141.0 $516K 0.01% -91K -84.2% $30.12 -8.9%
292 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 6,300.0 $510K 0.01% $80.94 +0.5%
293 MMS MAXIMUS INC Industrials 7,884.0 $505K 0.01% $64.10 -4.2%
294 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,517.0 $497K 0.01% -1K -17.1% $90.11 +14.1%
295 SUI SUN CMNTYS INC Real Estate 3,906.0 $492K 0.01% -4K -51.0% $125.96 -2.4%
296 EXPD EXPEDITORS INTL WASH INC Industrials 3,413.0 $489K 0.01% NEW $143.23 +9.7%
297 RRX REGAL REXNORD CORPORATION Industrials 2,567.0 $481K 0.01% -4K -62.1% $187.26 +4.2%
298 INVH INVITATION HOMES INC Real Estate 19,114.0 $475K 0.01% -65K -77.2% $24.85 +16.8%
299 EQH EQUITABLE HLDGS INC Financial Services 12,326.0 $457K 0.01% $37.11 +14.6%
300 ORA ORMAT TECHNOLOGIES INC Utilities 4,031.0 $451K 0.01% NEW $111.92 +19.6%
Page 15 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%