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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 9 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 KEYS KEYSIGHT TECHNOLOGIES INC Technology 17,402.0 $4.9M 0.07% +1K +9.2% $282.37 +19.5%
162 DXCM DEXCOM INC Healthcare 78,000.0 $4.9M 0.07% NEW $62.80 +14.5%
163 EPAM EPAM SYS INC Technology 34,357.0 $4.7M 0.07% +18K +111.3% $135.40 -23.8%
164 PDD PDD HOLDINGS INC Consumer Cyclical 45,358.0 $4.6M 0.07% +10K +27.6% $102.18 -4.3%
165 MTD METTLER TOLEDO INTERNATIONAL Healthcare 3,664.0 $4.6M 0.07% $1261.20 -13.5%
166 YUM YUM BRANDS INC Consumer Cyclical 28,938.0 $4.5M 0.07% +9K +42.4% $155.48 -1.8%
167 DLR DIGITAL RLTY TR INC Real Estate 24,738.0 $4.5M 0.07% +214.0 +0.9% $180.21 +7.8%
168 DAR DARLING INGREDIENTS INC Consumer Defensive 72,000.0 $4.5M 0.07% NEW $61.85 -6.5%
169 GILD GILEAD SCIENCES INC Healthcare 31,834.0 $4.4M 0.06% +4K +13.2% $139.37 -6.4%
170 ACM AECOM Industrials 52,246.0 $4.4M 0.06% +29K +128.1% $84.82 -17.3%
171 AFL AFLAC INC Financial Services 40,146.0 $4.4M 0.06% -9K -18.2% $109.71 +7.4%
172 HCM HUTCHMED CHINA LTD Healthcare 291,229.0 $4.4M 0.06% -24K -7.7% $14.96 -19.5%
173 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 22,059.0 $4.4M 0.06% +926.0 +4.4% $197.50 +19.8%
174 KT KT CORP Communication Services 199,959.0 $4.3M 0.06% +80K +66.1% $21.45 -13.3%
175 INGERSOLL RAND INC 52,794.0 $4.2M 0.06% -26K -32.6% $80.12
176 YMM FULL TRUCK ALLIANCE CO LTD Technology 507,485.0 $4.2M 0.06% -3K -0.5% $8.30 +1.9%
177 NVR NVR INC Consumer Cyclical 628.0 $4.1M 0.06% +98.0 +18.5% $6589.83 -8.2%
178 DHI D R HORTON INC Consumer Cyclical 29,495.0 $4.0M 0.06% -10K -26.2% $137.22 +5.0%
179 MPC MARATHON PETE CORP Energy 16,425.0 $4.0M 0.06% NEW $244.18 +1.7%
180 CIEN CIENA CORP Technology 10,319.0 $4.0M 0.06% NEW $388.23 +51.3%
Page 9 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%