SEC 13F Intelligence

Managers / Q2 2025 · view latest →

ALLIANZ SE

CIK 0001127508 · Part of the Allianz family · KOENIGINSTRASSE 28, MUNICH, 2M, 80802 · 011498938000

Reported Value
$4.2B
Q2 2025
Positions
626
Filings on Record
9
2019–present window
Filed
Aug 8, 2025
original filing

Summary

Allianz Se reported $4.2B in U.S.-listed holdings across 626 positions for Q2 2025.

The portfolio is heavily concentrated: IVV alone accounts for 23.2% of reported value.

Compared with Q1 2025, the fund opened 101 new positions and exited 90.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $3.8BQ4 ’24Q1 ’25: $3.7BQ1 ’25Q2 ’25: $4.2BQ2 ’25Q3 ’25: $4.7BQ3 ’25Q4 ’25: $7.8BQ4 ’25Q1 ’26: $9.0BQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 57.5%ETP: 38.8%Other: 2.1%REIT: 0.8%ADR: 0.8%
  • Common Stock · 57.5% · $2.4B
  • ETP · 38.8% · $1.6B
  • Other · 2.1% · $89M
  • REIT · 0.8% · $35M
  • ADR · 0.8% · $33M

Quarter-over-Quarter Changes full breakdown →

Holdings — Q2 2025

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$9.0B797May 11, 202613F-HRchanges · EDGAR ↗
Q4 2025$7.8B690Feb 13, 202613F-HRchanges · EDGAR ↗
Q3 2025$4.7B629Nov 12, 202513F-HRchanges · EDGAR ↗
Q2 2025$4.2B626Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.7B577May 12, 202513F-HRchanges · EDGAR ↗
Q4 2024$3.8B700Feb 12, 202513F-HRchanges · EDGAR ↗

Other Included Managers

This filing reports holdings on behalf of 9 additional managers.

  • Allianz Asset Management GmbH028-15014
  • Allianz Investment Management U.S. LLC028-21169
  • Powszechne Towarzystwo Emerytalne Allianz Polska S.A.028-24953
  • Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.028-24954
  • Allianz Investments III Luxembourg S.A.028-24967
  • ALLIANZ MEXICO, S.A. COMPANIA DE SEGUROS028-24944
  • Allianz ZB Mandatory & Voluntary Pension Funds Management Co Ltd.028-24947
  • POD Allianz Bulgaria028-24955
  • INVESTITORI SGR S.p.A.028-24965

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.