Allianz SE
Annual return '25
+23.1%
SPY '25
+17.7%
Alpha
+5.4ptsvs SPY
Invested
$18B
Holdings
472
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 97%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$JAAA
JANUS DETROIT STR TR
Held since at least Q1 2024
22.6%
02
$IVV
ISHARES TR
Q4 2025: New position (616 shares)
12.9%
03
$LQD
ISHARES TR
Held since at least Q1 2024
9.6%
04
$PAAA
PGIM ETF TR
Held since at least Q1 2024
6.1%
05
$NEM
NEWMONT CORP
Q1 2026: Sold 4.6% (3.2k → 3.1k shares)
2.1%
06
$VCLT
VANGUARD SCOTTSDALE FDS
Held since at least Q1 2024
2.0%
07
$NVDA
NVIDIA CORPORATION
Q1 2026: Increased +3.1% (400.4k → 412.6k shares)
1.7%
08
$NDQ
INVESCO QQQ TR
Q4 2025: New position (7.7k shares)
1.6%
09
$AAPL
APPLE INC
Q1 2026: Increased +0.6% (277.9k → 279.6k shares)
1.6%
10
$MSFT
MICROSOFT CORP
Q1 2026: Increased +6.7% (115.2k → 123.0k shares)
1.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 09:44 UTC.