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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 9 of 17  ·  324 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 SYK STRYKER CORPORATION Healthcare 14,100.0 $4.4M 0.06% -4K -20.5% $314.84 +4.1%
162 AIG AMERICAN INTL GROUP INC Financial Services 58,858.0 $4.4M 0.06% NEW $74.53 +3.8%
163 GEV GE VERNOVA INC Utilities 3,704.0 $4.4M 0.06% -8K -67.0% $1174.86 -19.8%
164 CAG CONAGRA BRANDS INC Consumer Defensive 316,753.0 $4.3M 0.05% -94K -22.9% $13.46 +23.8%
165 CFG CITIZENS FINL GROUP INC Financial Services 60,310.0 $4.2M 0.05% NEW $70.07 +0.2%
166 HAS HASBRO INC Consumer Cyclical 50,385.0 $4.2M 0.05% -30K -37.6% $82.59 +15.5%
167 WCC WESCO INTL INC Industrials 12,000.0 $4.1M 0.05% NEW $345.43 -2.4%
168 LHX L3HARRIS TECHNOLOGIES INC Industrials 13,478.0 $3.9M 0.05% -25K -64.8% $290.59 -9.6%
169 CTVA CORTEVA INC Basic Materials 46,245.0 $3.9M 0.05% -51K -52.5% $84.69 -2.2%
170 PEP PEPSICO INC Consumer Defensive 28,796.0 $3.9M 0.05% -23K -44.1% $135.40 +6.8%
171 MDLZ MONDELEZ INTL INC Consumer Defensive 66,235.0 $3.8M 0.05% $57.84 +11.9%
172 FDX FEDEX CORP Industrials 12,167.0 $3.8M 0.05% +11K +683.5% $313.13 +6.7%
173 HAL HALLIBURTON CO Energy 112,215.0 $3.8M 0.05% NEW $33.95 +2.0%
174 EDU NEW ORIENTAL ED & TECHNOLOGY Consumer Defensive 82,643.0 $3.8M 0.05% -11K -11.5% $45.91 +22.8%
175 KKR KKR & CO INC 40,493.0 $3.7M 0.05% +9K +27.2% $91.78
176 HCA HCA HEALTHCARE INC Healthcare 9,468.0 $3.7M 0.05% -18K -65.4% $389.89 +10.1%
177 MCD MCDONALDS CORP Consumer Cyclical 13,497.0 $3.6M 0.05% -10K -43.0% $270.31 +0.8%
178 BWA BORGWARNER INC Consumer Cyclical 54,836.0 $3.6M 0.05% -72K -56.6% $66.40 -3.1%
179 ULS UL SOLUTIONS INC Industrials 35,262.0 $3.6M 0.04% $101.86 -27.2%
180 FLTW FRANKLIN TEMPLETON ETF TR 33,600.0 $3.5M 0.04% $105.53 -6.1%
Page 9 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%