ALLIANZ SE

data from 30/09/2025

Capitalization

$ 4.706 B 11.19 %

Average holding period

5 ans

Performance

$ 970.754 M 25.73 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in ALLIANZ SE

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/09/30 IVV ISHARES TR 23.34% 1.098 B $ 1640740 2024/03/31 76.679 M $ 7.80 %
2025/09/30 NVDA NVIDIA CORPORATION 3.58% 168.281 M $ 901926 2024/03/31 26.254 M $ 18.10 %
2025/09/30 MSFT MICROSOFT CORP 3.54% 166.529 M $ 321516 2024/03/31 6.501 M $ 4.13 %
2025/09/30 AAPL APPLE INC 3.27% 153.923 M $ 604495 2024/03/31 29.403 M $ 24.11 %
2025/09/30 NEM NEWMONT CORP 3.17% 149.149 M $ 1769056 2024/03/31 46.491 M $ 44.71 %
2025/09/30 QQQ INVESCO QQQ TR 2.69% 126.652 M $ 210957 2024/03/31 7.532 M $ 8.83 %
2025/09/30 AMZN AMAZON COM INC 2.46% 115.819 M $ 527482 2024/03/31 94.665 K $ 0.08 %
2025/09/30 GOOGL ALPHABET INC 2.39% 112.399 M $ 462358 2024/03/31 31.248 M $ 37.94 %
2025/09/30 B BARRICK MNG CORP 2.26% 106.132 M $ 3230629 2025/06/30 26.228 M $ 57.52 %
2025/09/30 IAU ISHARES GOLD TR 1.83% 86.351 M $ 1186632 2024/03/31 12.016 M $ 16.69 %
2025/09/30 SPY SPDR S&P 500 ETF TR 1.63% 76.702 M $ 115137 2024/03/31 4.734 M $ 7.82 %
2025/09/30 ALTI ALTI GLOBAL INC 1.58% 74.197 M $ 20841870 2024/09/30 -11.398 M $ -14.22 %
2025/09/30 ACWI ISHARES TR 1.55% 72.705 M $ 525931 2024/03/31 5.068 M $ 7.50 %
2025/09/30 JPM JPMORGAN CHASE & CO. 1.37% 64.604 M $ 204812 2024/03/31 5.308 M $ 8.80 %
2025/09/30 EZU ISHARES INC 1.26% 59.245 M $ 956487 2024/03/31 2.341 M $ 4.19 %
2025/09/30 META META PLATFORMS INC 1.25% 58.627 M $ 79832 2024/03/31 -295.349 K $ -0.50 %
2025/09/30 AVGO BROADCOM INC 1.20% 56.242 M $ 170477 2024/03/31 9.323 M $ 19.68 %
2025/09/30 GOOG ALPHABET INC 1.18% 55.400 M $ 227469 2024/03/31 15.267 M $ 37.30 %
2025/09/30 TSLA TESLA INC 1.02% 48.165 M $ 108305 2024/03/31 13.463 M $ 40.00 %
2025/09/30 AXP AMERICAN EXPRESS CO 0.92% 43.298 M $ 130352 2024/03/31 1.725 M $ 4.13 %
2025/09/30 V VISA INC 0.82% 38.742 M $ 113487 2024/03/31 -1.533 M $ -3.85 %
2025/09/30 MA MASTERCARD INCORPORATED 0.79% 37.019 M $ 65082 2024/03/31 455.254 K $ 1.22 %
2025/09/30 VOO VANGUARD INDEX FDS 0.72% 33.714 M $ 55054 2024/03/31 598.725 K $ 7.81 %
2025/09/30 BRK-B BERKSHIRE HATHAWAY INC DEL 0.71% 33.466 M $ 66568 2024/03/31 1.078 M $ 3.49 %
2025/09/30 LIN LINDE PLC 0.67% 31.335 M $ 65968 2024/03/31 385.074 K $ 1.24 %
2025/09/30 ORCL ORACLE CORP 0.65% 30.657 M $ 109007 2024/03/31 7.197 M $ 28.64 %
2025/09/30 LLY ELI LILLY & CO 0.64% 30.207 M $ 39590 2024/03/31 -669.448 K $ -2.12 %
2025/09/30 SHY ISHARES TR 0.60% 28.413 M $ 342489 2024/03/31 31.912 K $ 0.12 %
2025/09/30 PM PHILIP MORRIS INTL INC 0.57% 26.656 M $ 164342 2024/03/31 -3.266 M $ -10.94 %
2025/09/30 UNH UNITEDHEALTH GROUP INC 0.55% 26.111 M $ 75618 2024/03/31 2.468 M $ 10.68 %
2025/09/30 JNJ JOHNSON & JOHNSON 0.52% 24.403 M $ 131612 2024/03/31 4.352 M $ 21.39 %
2025/09/30 NFLX NETFLIX INC 0.51% 24.109 M $ 20109 2024/03/31 -2.784 M $ -10.47 %
2025/09/30 CRBN ISHARES TR 0.49% 23.258 M $ 102515 2024/03/31 1.490 M $ 7.11 %
2025/09/30 CAT CATERPILLAR INC 0.48% 22.791 M $ 47764 2024/03/31 4.248 M $ 22.91 %
2025/09/30 ABBV ABBVIE INC 0.47% 21.915 M $ 94649 2024/03/31 4.365 M $ 24.74 %
2025/09/30 DIS DISNEY WALT CO 0.46% 21.683 M $ 189371 2024/03/31 -1.800 M $ -7.67 %
2025/09/30 EEM ISHARES TR 0.43% 20.464 M $ 383216 2024/03/31 1.934 M $ 10.70 %
2025/09/30 COST COSTCO WHSL CORP NEW 0.43% 20.274 M $ 21903 2024/03/31 -1.347 M $ -6.50 %
2025/09/30 WMT WALMART INC 0.42% 19.555 M $ 189744 2024/03/31 1.002 M $ 5.40 %
2025/09/30 MCD MCDONALDS CORP 0.41% 19.341 M $ 63646 2024/03/31 754.861 K $ 4.01 %
2025/09/30 VWO VANGUARD INTL EQUITY INDEX F 0.40% 18.752 M $ 346097 2024/03/31 1.634 M $ 9.54 %
2025/09/30 PFE PFIZER INC 0.40% 18.724 M $ 734856 2024/03/31 911.221 K $ 5.12 %
2025/09/30 VFH VANGUARD WORLD FD 0.38% 17.955 M $ 136810 2024/03/31 181.000 $ 3.09 %
2025/09/30 WFC WELLS FARGO CO NEW 0.37% 17.344 M $ 206925 2024/03/31 765.622 K $ 4.62 %
2025/09/30 UBER UBER TECHNOLOGIES INC 0.37% 17.327 M $ 176862 2024/03/31 1.219 M $ 5.01 %
2025/09/30 AMD ADVANCED MICRO DEVICES INC 0.37% 17.182 M $ 106201 2024/03/31 1.594 M $ 14.02 %
2025/09/30 CSCO CISCO SYS INC 0.36% 17.165 M $ 250879 2024/03/31 -232.547 K $ -1.38 %
2025/09/30 BAC BANK AMERICA CORP 0.36% 17.125 M $ 331935 2024/03/31 1.421 M $ 9.02 %
2025/09/30 GS GOLDMAN SACHS GROUP INC 0.36% 16.960 M $ 21297 2024/03/31 1.856 M $ 12.52 %
2025/09/30 FXI ISHARES TR 0.36% 16.898 M $ 410734 2024/03/31 1.719 M $ 11.92 %
2025/09/30 HD HOME DEPOT INC 0.36% 16.731 M $ 41291 2024/03/31 1.468 M $ 10.51 %
2025/09/30 RACE FERRARI N V 0.35% 16.688 M $ 34392 2024/03/31 -179.239 K $ -1.12 %
2025/09/30 PG PROCTER AND GAMBLE CO 0.34% 15.855 M $ 103190 2024/03/31 -589.901 K $ -3.56 %
2025/09/30 SPYX SPDR SERIES TRUST 0.33% 15.468 M $ 282008 2024/03/31 1.072 M $ 7.70 %
2025/09/30 FDX FEDEX CORP 0.33% 15.375 M $ 65201 2024/03/31 554.208 K $ 3.74 %
2025/09/30 GE GE AEROSPACE 0.32% 14.933 M $ 49640 2024/03/31 2.063 M $ 16.87 %
2025/09/30 NEE NEXTERA ENERGY INC 0.32% 14.881 M $ 197123 2024/03/31 1.163 M $ 8.74 %
2025/09/30 VB VANGUARD INDEX FDS 0.31% 14.394 M $ 56605 2024/03/31 4.238 K $ 7.30 %
2025/09/30 C CITIGROUP INC 0.30% 14.196 M $ 139860 2024/03/31 2.314 M $ 19.24 %
2025/09/30 MS MORGAN STANLEY 0.30% 14.133 M $ 88907 2024/03/31 1.549 M $ 12.85 %
2025/09/30 PLTR PALANTIR TECHNOLOGIES INC 0.30% 14.080 M $ 77185 2024/03/31 3.558 M $ 33.82 %
2025/09/30 ENB ENBRIDGE INC 0.30% 13.977 M $ 277000 2025/03/31 1.424 M $ 11.36 %
2025/09/30 AEM AGNICO EAGLE MINES LTD 0.29% 13.537 M $ 80354 2024/06/30 3.950 M $ 41.74 %
2025/09/30 BKF ISHARES INC 0.29% 13.460 M $ 297584 2024/03/31 1.101 M $ 9.09 %
2025/09/30 ADBE ADOBE INC 0.28% 13.306 M $ 37721 2024/03/31 -790.826 K $ -8.82 %
2025/09/30 BLK BLACKROCK INC 0.27% 12.765 M $ 10949 2024/12/31 1.297 M $ 11.11 %
2025/09/30 ICLN ISHARES TR 0.26% 12.119 M $ 782877 2024/03/31 1.806 M $ 18.08 %
2025/09/30 CRM SALESFORCE INC 0.25% 11.815 M $ 49851 2024/03/31 -1.911 M $ -13.09 %
2025/09/30 AMGN AMGEN INC 0.25% 11.668 M $ 41346 2024/03/31 114.534 K $ 1.07 %
2025/09/30 TMUS T-MOBILE US INC 0.25% 11.660 M $ 48711 2024/03/31 54.556 K $ 0.47 %
2025/09/30 ABT ABBOTT LABS 0.25% 11.586 M $ 86499 2024/03/31 -227.128 K $ -1.52 %
2025/09/30 AMT AMERICAN TOWER CORP NEW 0.24% 11.518 M $ 59889 2024/03/31 -1.710 M $ -12.99 %
2025/09/30 ISRG INTUITIVE SURGICAL INC 0.24% 11.485 M $ 25680 2024/03/31 -1.999 M $ -17.70 %
2025/09/30 QCOM QUALCOMM INC 0.24% 11.466 M $ 68925 2024/03/31 764.073 K $ 4.46 %
2025/09/30 IBM INTERNATIONAL BUSINESS MACHS 0.24% 11.347 M $ 40213 2024/03/31 -477.124 K $ -4.28 %
2025/09/30 SRE SEMPRA 0.23% 10.905 M $ 121190 2024/03/31 1.722 M $ 18.75 %
2025/09/30 EMR EMERSON ELEC CO 0.23% 10.843 M $ 82658 2024/03/31 -177.714 K $ -1.61 %
2025/09/30 INTU INTUIT 0.23% 10.605 M $ 15529 2024/03/31 -1.542 M $ -13.30 %
2025/09/30 HSY HERSHEY CO 0.22% 10.426 M $ 55741 2024/03/31 1.176 M $ 12.71 %
2025/09/30 DASH DOORDASH INC 0.22% 10.145 M $ 37300 2025/03/31 950.404 K $ 10.34 %
2025/09/30 GHYG ISHARES INC 0.21% 9.986 M $ 214572 2024/03/31 48.728 K $ 0.50 %
2025/09/30 ADI ANALOG DEVICES INC 0.21% 9.947 M $ 40484 2024/03/31 310.917 K $ 3.23 %
2025/09/30 PEP PEPSICO INC 0.21% 9.902 M $ 70510 2024/03/31 366.542 K $ 6.36 %
2025/09/30 SE SEA LTD 0.21% 9.743 M $ 54510 2024/03/31 1.024 M $ 11.75 %
2025/09/30 WM WASTE MGMT INC DEL 0.20% 9.640 M $ 43654 2024/03/31 -366.381 K $ -3.49 %
2025/09/30 T AT&T INC 0.20% 9.551 M $ 338198 2024/03/31 -236.738 K $ -2.42 %
2025/09/30 SPG SIMON PPTY GROUP INC NEW 0.20% 9.436 M $ 50278 2024/03/31 1.384 M $ 16.74 %
2025/09/30 AZO AUTOZONE INC 0.20% 9.434 M $ 2199 2024/03/31 1.323 M $ 15.57 %
2025/09/30 ADP AUTOMATIC DATA PROCESSING IN 0.20% 9.406 M $ 32046 2024/03/31 -446.999 K $ -4.83 %
2025/09/30 VRTX VERTEX PHARMACEUTICALS INC 0.20% 9.368 M $ 23921 2024/03/31 -1.282 M $ -12.03 %
2025/09/30 LOW LOWES COS INC 0.20% 9.323 M $ 37096 2024/03/31 1.092 M $ 13.27 %
2025/09/30 CB CHUBB LIMITED 0.20% 9.235 M $ 32720 2024/03/31 -244.418 K $ -2.58 %
2025/09/30 NKE NIKE INC 0.20% 9.207 M $ 132037 2024/03/31 -171.444 K $ -1.84 %
2025/09/30 SHOP SHOPIFY INC 0.19% 9.012 M $ 60646 2024/06/30 2.015 M $ 28.90 %
2025/09/30 MET METLIFE INC 0.19% 8.784 M $ 106644 2024/03/31 211.114 K $ 2.42 %
2025/09/30 SCHW SCHWAB CHARLES CORP 0.18% 8.638 M $ 90478 2024/03/31 384.401 K $ 4.64 %
2025/09/30 AIG AMERICAN INTL GROUP INC 0.18% 8.512 M $ 108378 2024/03/31 -764.064 K $ -8.24 %
2025/09/30 MRK MERCK & CO INC 0.18% 8.453 M $ 100714 2024/03/31 496.475 K $ 6.03 %
2025/09/30 RTX RTX CORPORATION 0.18% 8.414 M $ 50282 2024/03/31 1.199 M $ 14.59 %
2025/09/30 IEMG ISHARES INC 0.18% 8.342 M $ 126550 2024/12/31 736.544 K $ 9.81 %