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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 12 of 17  ·  325 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 VRT VERTIV HOLDINGS CO Industrials 7,392.0 $1.9M 0.03% $250.58 +26.0%
222 BROOKFIELD ASSET MANAGMT LTD 40,263.0 $1.8M 0.03% -21K -34.7% $44.45
223 CCK CROWN HLDGS INC Consumer Cyclical 17,473.0 $1.8M 0.03% NEW $100.25 -3.8%
224 ALB ALBEMARLE CORP Basic Materials 9,598.0 $1.7M 0.03% +574.0 +6.4% $179.53 -5.4%
225 BIIB BIOGEN INC Healthcare 9,329.0 $1.7M 0.03% +7K +310.1% $183.33 +3.3%
226 HEICO CORP NEW 7,952.0 $1.7M 0.02% NEW $211.09
227 RS RELIANCE INC Basic Materials 5,464.0 $1.7M 0.02% +109.0 +2.0% $303.92 +19.2%
228 DINO HF SINCLAIR CORP Energy 24,462.0 $1.5M 0.02% NEW $62.39 +9.6%
229 ILMN ILLUMINA INC Healthcare 12,315.0 $1.5M 0.02% -29K -70.3% $123.26 +17.5%
230 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 9,599.0 $1.5M 0.02% -65K -87.1% $157.28 -3.7%
231 TER TERADYNE INC Technology 5,053.0 $1.5M 0.02% -3K -35.7% $296.46 +16.2%
232 GLW CORNING INC Technology 10,953.0 $1.5M 0.02% $135.97 +41.1%
233 HPE HEWLETT PACKARD ENTERPRISE C Technology 62,136.0 $1.5M 0.02% NEW $23.81 +42.7%
234 COF CAPITAL ONE FINL CORP Financial Services 8,094.0 $1.5M 0.02% NEW $182.43 +2.3%
235 AMP AMERIPRISE FINL INC Financial Services 3,300.0 $1.5M 0.02% +607.0 +22.5% $444.40 +1.4%
236 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,415.0 $1.4M 0.02% +417.0 +20.9% $592.98 -4.9%
237 ALLY ALLY FINL INC Financial Services 35,849.0 $1.4M 0.02% +3K +8.3% $39.23 +9.0%
238 THC TENET HEALTHCARE CORP Healthcare 7,444.0 $1.4M 0.02% NEW $188.71 -0.7%
239 A AGILENT TECHNOLOGIES INC Healthcare 11,725.0 $1.3M 0.02% $113.98 +0.7%
240 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 14,829.0 $1.3M 0.02% $86.44 +32.0%
Page 12 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%