Allianz Asset Management GmbH Q2 2025 Filing

Filed July 28, 2025

Portfolio Value

$83.6B

Holdings

1,530

Report Date

Q2 2025

Filing Type

13F-HR

All Holdings (1,530 positions)

StockValue
EBAEBAY INC.
$165.1M
CFCF INDS HLDGS INC
$159.1M
AMRZAMRIZE LTD
$158.5M
BACBANK AMERICA CORP
$158.0M
UPSUNITED PARCEL SERVICE INC
$155.4M
CLCOLGATE PALMOLIVE CO
$153.1M
MTGMGIC INVT CORP WIS
$150.3M
MDTMEDTRONIC PLC
$147.8M
PGPROCTER AND GAMBLE CO
$147.1M
XOMEXXON MOBIL CORP
$146.8M
INGRINGREDION INC
$146.7M
GEVGE VERNOVA INC
$143.0M
UBSUBS GROUP AG
$140.8M
GMGENERAL MTRS CO
$140.2M
NTAPNETAPP INC
$136.4M
SHWSHERWIN WILLIAMS CO
$136.1M
CATCATERPILLAR INC
$135.2M
ZTSZOETIS INC
$133.6M
SPGSIMON PPTY GROUP INC NEW
$133.1M
HCAHCA HEALTHCARE INC
$129.5M
EMEEMCOR GROUP INC
$126.9M
EQIXEQUINIX INC
$126.4M
MCKMCKESSON CORP
$126.3M
AJGGALLAGHER ARTHUR J & CO
$125.8M
KGCKINROSS GOLD CORP
$125.4M
MCHPMICROCHIP TECHNOLOGY INC.
$125.0M
UNMUNUM GROUP
$124.1M
ADTADT INC DEL
$124.0M
NEENEXTERA ENERGY INC
$122.9M
FDXFEDEX CORP
$122.6M
HUMHUMANA INC
$122.6M
CCOCLEAR CHANNEL OUTDOOR HLDGS
$122.5M
COFCAPITAL ONE FINL CORP
$122.5M
KOCOCA COLA CO
$122.3M
CAHCARDINAL HEALTH INC
$120.0M
WELLWELLTOWER INC
$119.6M
TPRTAPESTRY INC
$119.2M
TMUST-MOBILE US INC
$117.5M
PLDPROLOGIS INC.
$115.2M
AMGNAMGEN INC
$114.9M
7HPHP INC
$114.1M
VTVANGUARD INTL EQUITY INDEX F
$113.0M
VEEVVEEVA SYS INC
$113.0M
FOXAFOX CORP
$112.4M
TRVTRAVELERS COMPANIES INC
$112.0M
PGRPROGRESSIVE CORP
$111.8M
AG8AGILENT TECHNOLOGIES INC
$111.6M
AXPAMERICAN EXPRESS CO
$111.3M
DASHDOORDASH INC
$110.9M
DALDELTA AIR LINES INC DEL
$110.2M
DDOGDATADOG INC
$110.1M
BLKBLACKROCK INC
$109.2M
DTDYNATRACE INC
$109.0M
UBERUBER TECHNOLOGIES INC
$107.3M
RLRALPH LAUREN CORP
$106.5M
NEMNEWMONT CORP
$105.0M
BBYBEST BUY INC
$104.1M
PNCPNC FINL SVCS GROUP INC
$103.7M
ALSNALLISON TRANSMISSION HLDGS I
$102.7M
PEPPEPSICO INC
$101.9M
FLEXFLEX LTD
$101.5M
HPEHEWLETT PACKARD ENTERPRISE C
$101.2M
CBRECBRE GROUP INC
$99.8M
GRMNGARMIN LTD
$98.7M
STXSEAGATE TECHNOLOGY HLDNGS PL
$98.2M
GEGE AEROSPACE
$97.8M
LOWLOWES COS INC
$97.4M
CNCCENTENE CORP DEL
$97.2M
CPRTCOPART INC
$96.9M
AFWALIGN TECHNOLOGY INC
$96.7M
EFXEQUIFAX INC
$96.0M
ZMZOOM COMMUNICATIONS INC
$95.4M
UALUNITED AIRLS HLDGS INC
$94.5M
EOGEOG RES INC
$94.3M
SUSUNCOR ENERGY INC NEW
$93.9M
WCNWASTE CONNECTIONS INC
$93.7M
VRSNVERISIGN INC
$92.6M
VMIVALMONT INDS INC
$91.6M
PANWPALO ALTO NETWORKS INC
$88.0M
RSGREPUBLIC SVCS INC
$87.6M
THCTENET HEALTHCARE CORP
$87.3M
NYTNEW YORK TIMES CO
$87.2M
ROSTROSS STORES INC
$86.8M
FFORD MTR CO
$86.7M
PNRPENTAIR PLC
$86.6M
CRUSCIRRUS LOGIC INC
$85.4M
ALCALCON AG
$84.2M
CMECME GROUP INC
$84.1M
PODDINSULET CORP
$82.6M
AIGAMERICAN INTL GROUP INC
$82.3M
PSXPHILLIPS 66
$82.3M
CVSCVS HEALTH CORP
$81.7M
PHPARKER-HANNIFIN CORP
$81.5M
MPWRMONOLITHIC PWR SYS INC
$80.9M
SITESITEONE LANDSCAPE SUPPLY INC
$80.6M
RHCRH PLC
$80.0M
INTCINTEL CORP
$79.6M
VLTOVERALTO CORP
$79.5M
DGDOLLAR GEN CORP NEW
$79.2M
CVNACARVANA CO
$78.7M
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