Arkolith/Funds/Allianz SE

Allianz SE

CIK 1127508
Holdings as of Mar 31, 2026·disclosed May 11, 2026·~41-day 13F lag·13F-HR
Inactive

Allianz SE holds a focused book of 473 stocks worth $9.0B as of Q1 2026 (disclosed May 11, 2026, a ~45-day 13F lag). This quarter they opened Pgim Aaa Clo ETF and trimmed Newmont Corp. Their largest long position is Janus Henderson Aaa Clo ETF at 22% of the equity book. Cloning the disclosed picks since 2025 would be +19% (+12.5%/yr). That is a simulation of the disclosed long book, not audited returns.

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Use Arkolith to show ALLIANZ SE's latest
holdings, largest changes, and filing provenance.
Opened
68
new positions
Added to
161
existing
Trimmed
113
reduced
Sold out
25
exited

Growth of $10,000: cloning the disclosed book

If you'd copied them
+18.8%
+12.5%/yr · since Feb '25
Their reported book
+38.4%
held from quarter-end
S&P 500
+24.6%
same window
$8K$9K$11K$12K$13KFeb '25May '25Sep '25Dec '25Apr '26Jul '26
Allianz SE (copied at disclosure) S&P 500

The reported book (valued from quarter-end) returned +38.4%, a 19.6-point gap that is the cost of the ~45-day 13F disclosure lag a real follower can't avoid.

Growth of $10,000 cloning Allianz SE's disclosed long 13F book, rebalanced on each filing date (so it reflects the ~45-day reporting lag, no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
61%
Top 20 holdings
71%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

34% mapped to company sectors

ETF / fund or unclassified
66%
Information Technology
11%
Financials
6%
Materials
5%
Health Care
3%
Consumer Discretionary
3%
Industrials
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as Allianz SE

Manager / fundShared namesTheir $ in those
UBS Group AG78 / 80$158.5B
COMMONWEALTH EQUITY SERVICES, LLC78 / 80$18.3B
OSAIC HOLDINGS, INC.78 / 80$16.9B
HARBOUR INVESTMENTS, INC.77 / 80$1.2B
Cetera Investment Advisers76 / 80$20.7B
Kestra Advisory Services, LLC76 / 80$8.0B
SUSQUEHANNA INTERNATIONAL GROUP, LLP75 / 80$30.3B
IFP Advisors, Inc75 / 80$1.3B

Ranked by how many of Allianz SE's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

473 positions
#SecurityValueShares% PortLast moveHistory
1Janus Detroit STR TR
HENDRSON AAA CL
$2.0B40.10M
22.4%
+52%
Added · +13.7M sh
2Ishares TR
CORE S&P500 ETF
$1.2B1.77M
12.8%
+4.2%
Added · +71K sh
3Ishares TR
IBOXX INV CP ETF
$856.9M7.86M
9.5%
Held
4Pgim ETF TR
AAA CLO ETF
$542.7M10.60M
6.0%
New
New position
5Newmont Corp
COM
$191.2M1.77M
2.1%
−0.2%
Reduced · −3K sh
6Vanguard Scottsdale FDS
LG-TERM COR BD
$180.5M2.42M
2.0%
Held
7Nvidia Corporation
COM
$149.1M855.0K
1.7%
−5.2%
Reduced · −47K sh
8Invesco QQQ TR
UNIT SER 1
$146.9M254.6K
1.6%
+11%
Added · +25K sh
9Apple Inc
COM
$143.7M566.3K
1.6%
−7.1%
Reduced · −43K sh
10Microsoft Corp
COM
$136.6M369.1K
1.5%
+14%
Added · +45K sh
11Alphabet Inc
CAP STK CL A
$131.5M457.4K
1.5%
+1.8%
Added · +8K sh
12Barrick MNG Corp
COM SHS
$131.4M3.23M
1.5%
+0.1%
Added · +2K sh
13Ishares Gold TR
ISHARES NEW
$118.7M1.35M
1.3%
+9.1%
Added · +113K sh
14Amazon Com Inc
COM
$107.9M518.2K
1.2%
−2.0%
Reduced · −10K sh
15Ishares TR
10+ YR INVST GRD
$80.5M1.62M
0.9%
Held
16Alti Global Inc
CL A
$78.6M21.71M
0.9%
+4.2%
Added · +865K sh
17Pfizer Inc
COM
$74.7M2.66M
0.8%
+7.0%
Added · +175K sh
18Ishares TR
MSCI ACWI ETF
$70.4M508.8K
0.8%
−2.0%
Reduced · −10K sh
19Philip Morris Intl Inc
COM
$62.8M379.6K
0.7%
~0%
Added · +55 sh
20Ishares Inc
MSCI EURZONE ETF
$61.8M986.5K
0.7%
+3.0%
Added · +29K sh
21Alphabet Inc
CAP STK CL C
$59.8M208.3K
0.7%
−7.8%
Reduced · −18K sh
22State STR SPDR S&P 500 ETF T
TR UNIT
$54.9M84.4K
0.6%
−29%
Reduced · −35K sh
23JPMorgan Chase & Co
COM
$54.1M184.0K
0.6%
−10.0%
Reduced · −20K sh
24Meta Platforms Inc
CL A
$50.7M88.7K
0.6%
+1.6%
Added · +1K sh
25Broadcom Inc
COM
$47.2M152.4K
0.5%
−11%
Reduced · −19K sh
26American Express Co
COM
$40.4M133.7K
0.4%
+2.6%
Added · +3K sh
27Linde PLC
SHS
$40.1M80.9K
0.4%
−13%
Reduced · −12K sh
28Vanguard World FD
FINANCIALS ETF
$32.3M267.7K
0.4%
6k×
Added · +268K sh
29Tesla Inc
COM
$30.5M82.0K
0.3%
−24%
Reduced · −26K sh
30Ishares TR
1 3 YR TREAS BD
$30.2M365.4K
0.3%
+4.4%
Added · +15K sh
31Vanguard Index FDS
S&P 500 ETF SHS
$29.1M48.7K
0.3%
−39%
Reduced · −31K sh
32Mastercard Incorporated
CL A
$28.1M56.3K
0.3%
−14%
Reduced · −9K sh
33Visa Inc
COM CL A
$27.9M92.3K
0.3%
−20%
Reduced · −23K sh
34Eli Lilly & Co
COM
$27.2M29.6K
0.3%
−29%
Reduced · −12K sh
35Caterpillar Inc
COM
$26.1M36.8K
0.3%
−23%
Reduced · −11K sh
36Totalenergies SE
ACT
$24.9M266.7K
0.3%
+6.5%
Added · +16K sh
37Vanguard Whitehall FDS
EM MK GOV BD ETF
$24.8M377.1K
0.3%
Held
38Pimco ETF TR
ENHANCD SHORT
$24.6M249.0K
0.3%
Held
39Ishares TR
LOW CARBON OPTIM
$24.3M109.0K
0.3%
Held
40Fedex Corp
COM
$24.3M68.2K
0.3%
+4.6%
Added · +3K sh
41Johnson & Johnson
COM
$24.1M98.6K
0.3%
−27%
Reduced · −37K sh
42Ishares TR
IBOXX HI YD ETF
$23.9M300.0K
0.3%
Held
43Ishares TR
MSCI EMG MKT ETF
$23.7M416.7K
0.3%
+4.9%
Added · +20K sh
44Berkshire Hathaway Inc Del
CL B NEW
$22.7M47.3K
0.3%
−30%
Reduced · −21K sh
45Tidal Trust III
AFFORDABLE HOUS
$21.7M1.25M
0.2%
Held
46Nike Inc
CL B
$20.9M396.4K
0.2%
Held
47Goldman Sachs Group Inc
COM
$20.9M24.7K
0.2%
+16%
Added · +3K sh
48Netflix Inc.
COM
$20.6M214.7K
0.2%
+8.8%
Added · +17K sh
49Vanguard Intl Equity Index F
FTSE EMR MKT ETF
$20.0M370.2K
0.2%
+6.4%
Added · +22K sh
50McDonalds Corp
COM
$19.7M63.3K
0.2%
−0.5%
Reduced · −341 sh
Showing 50 of 473 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 11, 2026797$9.0B13F-HR
Q4 2025Dec 31, 2025Feb 13, 2026690$7.8B13F-HR
Q3 2025Sep 30, 2025Nov 12, 2025629$4.7B13F-HR
Q2 2025Jun 30, 2025Aug 8, 2025626$4.2B13F-HR
Q1 2025Mar 31, 2025May 9, 2025681$3.7B13F-HR
Q4 2024Dec 31, 2024Feb 12, 2025700$3.8B13F-HR
Q3 2024Sep 30, 2024May 12, 2025577$3.7B13F-HR
Q2 2024Jun 30, 2024May 12, 2025662$3.4B13F-HR
Q1 2024Mar 31, 2024May 12, 2025662$3.2B13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.