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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 BROOKFIELD ASSET MANAGMT LTD 40,263.0 $1.8M 0.03% -21K -34.7% $44.45
82 ILMN ILLUMINA INC Healthcare 12,315.0 $1.5M 0.02% -29K -70.3% $123.26 +17.5%
83 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,599.0 $1.5M 0.02% -65K -87.1% $157.28 -3.7%
84 TER TERADYNE INC Technology 5,053.0 $1.5M 0.02% -3K -35.7% $296.46 +16.2%
85 CLS CELESTICA INC Technology 4,513.0 $1.3M 0.02% -1K -18.6% $281.68 +25.9%
86 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 25,407.0 $1.2M 0.02% -2K -7.8% $46.42 +3.1%
87 INTC INTEL CORP Technology 25,352.0 $1.1M 0.02% -37K -59.4% $44.13 +168.5%
88 KMI KINDER MORGAN INC DEL Energy 30,873.0 $1.0M 0.01% -8K -20.7% $33.53 -0.1%
89 HBM HUDBAY MINERALS INC Basic Materials 48,302.0 $1.0M 0.01% -33K -40.5% $20.90 +18.4%
90 WPC WP CAREY INC Real Estate 13,299.0 $904K 0.01% -535.0 -3.9% $67.96 +10.4%
91 ONTO ONTO INNOVATION INC Technology 4,077.0 $836K 0.01% -1K -26.6% $205.07 +27.5%
92 LITE LUMENTUM HLDGS INC Technology 1,186.0 $833K 0.01% -3K -74.0% $702.76 +37.2%
93 ATHM AUTOHOME INC Communication Services 44,743.0 $777K 0.01% -6K -12.2% $17.37 -4.0%
94 FIX COMFORT SYS USA INC Industrials 563.0 $776K 0.01% -909.0 -61.8% $1378.99 +33.0%
95 NTES NETEASE INC Technology 6,473.0 $725K 0.01% -511.0 -7.3% $111.94 +2.1%
96 MPWR MONOLITHIC PWR SYS INC Technology 650.0 $711K 0.01% -309.0 -32.2% $1093.35 +42.8%
97 ADSK AUTODESK INC Technology 2,660.0 $637K 0.01% -1K -34.0% $239.40 +0.3%
98 TTEK TETRA TECH INC NEW Industrials 17,141.0 $516K 0.01% -91K -84.2% $30.12 -8.9%
99 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 5,517.0 $497K 0.01% -1K -17.1% $90.11 +14.1%
100 SUI SUN CMNTYS INC Real Estate 3,906.0 $492K 0.01% -4K -51.0% $125.96 -2.4%
Page 5 of 6  ·  108 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%