Allianz Asset Management Gmbh Portfolio Stock Holdings

Allianz Asset Management Gmbh disclosed 1504 stock positions valued at approximately $86.6 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 11, 2026.

Report Period
March 31, 2026
No. of Stocks
1504
Portfolio Value
$86.6B
Holdings by Sector
Allianz Asset Management Gmbh Portfolio Holdings in Q1 2026

1436 holdings in the latest reporting period.

Page 1 of 15
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology4.82%23,939,334+2,182,725+10.03%$4,175,019,848
APPLE INCAAPLTechnology3.73%12,741,916+982,976+8.36%$3,233,770,862
MICROSOFT CORPMSFTTechnology3.23%7,565,666+113,285+1.52%$2,800,582,584
ALPHABET INCGOOGLCommunication Services2.36%7,093,196+481,454+7.28%$2,039,719,442
AMAZON COM INCAMZNConsumer Cyclical2.02%8,392,724-1,034,245-10.97%$1,747,952,628
SPDR SERIES TRUSTSPLGOther1.75%19,841,003+14,769,841+291.25%$1,518,630,370
JOHNSON & JOHNSONJNJHealthcare1.61%5,690,502-328,726-5.46%$1,390,986,309
ALPHABET INCGOOGCommunication Services1.45%4,383,906+263,397+6.39%$1,257,567,276
META PLATFORMS INCMETACommunication Services1.21%1,838,908-62,928-3.31%$1,052,094,434
BROADCOM INCAVGOTechnology1.17%3,274,573-237,793-6.77%$1,013,513,089
JPMORGAN CHASE & COJPMFinancial Services1.05%3,101,015-131,658-4.07%$912,194,572
VICI PPTYS INCVICIReal Estate0.98%30,960,260+667,896+2.20%$845,834,303
CISCO SYS INCCSCOTechnology0.81%9,013,935-1,224,066-11.96%$699,391,217
MASTERCARD INCORPORATEDMAFinancial Services0.79%1,377,559-153,199-10.01%$688,311,130
TJX COS INC NEWTJXConsumer Cyclical0.77%4,172,740+878,925+26.68%$666,386,578
ISHARES TRIVVOther0.74%981,961-7,342,143-88.20%$641,426,745
AT&T INCTCommunication Services0.74%21,971,802+3,963,099+22.01%$636,962,540
LAM RESEARCH CORPLRCXOther0.73%2,957,819-780,001-20.87%$631,967,608
APPLIED MATLS INCAMATTechnology0.72%1,836,311+506,011+38.04%$627,632,735
MICRON TECHNOLOGY INCMUTechnology0.64%1,636,359+98,657+6.42%$552,827,525
TESLA INCTSLAConsumer Cyclical0.60%1,388,618-29,600-2.09%$516,218,742
MERCK & CO INCMRKHealthcare0.55%3,964,890-1,936-0.05%$476,936,618
ELI LILLY & COLLYHealthcare0.54%504,764+77,425+18.12%$464,266,784
QUALCOMM INCQCOMTechnology0.53%3,581,855+13,615+0.38%$461,271,289
NETFLIX INC.NFLXCommunication Services0.51%4,636,783-816,359-14.97%$445,826,684
ROSS STORES INCROSTConsumer Cyclical0.51%2,025,106+1,305,736+181.51%$438,698,713
PALANTIR TECHNOLOGIES INCPLTRTechnology0.50%2,984,943+531,319+21.65%$436,637,462
GILEAD SCIENCES INCGILDHealthcare0.50%3,094,227-936,303-23.23%$431,242,417
MORGAN STANLEYMSFinancial Services0.50%2,613,380+326,073+14.26%$430,083,947
ABBOTT LABORATORIESABTHealthcare0.49%4,124,075-109,693-2.59%$423,418,781
BRISTOL-MYERS SQUIBB COBMYHealthcare0.48%6,879,864+1,384,478+25.19%$417,263,753
MARATHON PETE CORPMPCEnergy0.48%1,699,648+148,252+9.56%$415,020,049
VALERO ENERGY CORPVLOEnergy0.47%1,635,237-99,383-5.73%$404,034,358
TE CONNECTIVITY PLCTELOther0.46%1,896,146-92,314-4.64%$396,332,436
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.46%1,167,294+30,936+2.72%$394,487,007
CUMMINS INCCMIIndustrials0.43%699,958+36,667+5.53%$376,591,403
CF INDUSTRIES HOLDCFBasic Materials0.39%2,633,919+9,009+0.34%$341,988,042
ACCENTURE PLC IRELANDACNTechnology0.39%1,716,819+371,316+27.60%$340,428,039
LOCKHEED MARTIN CORPLMTIndustrials0.39%559,832+134,918+31.75%$338,356,863
EDISON INTLEIXUtilities0.39%4,620,365+1,033,914+28.83%$338,118,310
AMPHENOL CORPAPHTechnology0.39%2,658,974-123,380-4.43%$335,961,365
EBAY INC.EBAYConsumer Cyclical0.39%3,664,244+37,820+1.04%$333,519,490
CHENIERE ENERGY INCLNGEnergy0.38%1,161,415-106,666-8.41%$329,563,122
VERIZON COMMUNICATIONS INCVZCommunication Services0.38%6,561,087-1,367,674-17.25%$329,366,568
ALTRIA GROUP INCMOConsumer Defensive0.38%4,971,344-2,408,530-32.64%$328,058,991
COMCAST CORP NEWCMCSACommunication Services0.38%11,382,849-1,155,436-9.22%$326,801,593
TARGET CORPTGTConsumer Defensive0.37%2,635,207+122,245+4.86%$319,387,088
VISA INCVFinancial Services0.36%1,043,484-311,087-22.97%$315,382,604
NEWMONT CORPNEMBasic Materials0.36%2,894,960+1,089,923+60.38%$313,379,421
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.36%644,689+82,592+14.69%$308,934,968
FEDEX CORPFDXIndustrials0.35%863,005+240,336+38.60%$307,385,120
ABBVIE INCABBVHealthcare0.35%1,393,938+134,715+10.70%$303,167,575
PEPSICO INCPEPConsumer Defensive0.34%1,905,586+318,954+20.10%$295,918,450
CVS HEALTH CORPCVSHealthcare0.34%4,083,392+360,872+9.69%$293,269,214
SYNCHRONY FINANCIALSYFFinancial Services0.33%4,182,101+162,700+4.05%$284,466,509
ECOLAB INCECLBasic Materials0.32%1,053,414-177,064-14.39%$280,229,193
DOLLAR GEN CORPDGConsumer Defensive0.32%2,312,005+1,186,308+105.38%$274,504,354
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.31%1,957,461+325,379+19.94%$264,707,451
KINROSS GOLD CORPKGCBasic Materials0.29%8,201,062+751,395+10.09%$249,931,343
CLEAR CHANNEL OUTDOOR HLDGSCCOCommunication Services0.29%104,722,539--$248,192,417
WALMART INCWMTConsumer Defensive0.29%1,987,875-1,761,465-46.98%$247,053,105
DELTA AIR LINES INCDALIndustrials0.28%3,699,894-627,825-14.51%$245,968,954
KLA CORPKLACTechnology0.28%162,549-9,032-5.26%$239,338,774
ADOBE INCADBETechnology0.28%982,711+251,654+34.42%$238,877,390
UBS GROUP AGUBSOther0.27%6,194,747-143,209-2.26%$236,904,535
EOG RES INCEOGEnergy0.27%1,615,553+328,036+25.48%$233,560,497
REGENERON PHARMACEUTICALSREGNHealthcare0.27%301,196+132,582+78.63%$232,716,077
VANGUARD INDEX FDSVOOOther0.27%388,153-11,041-2.77%$231,940,826
ARISTA NETWORKS INCANETOther0.27%1,878,401+68,876+3.81%$230,630,075
EMCOR GROUP INCEMEIndustrials0.26%310,207+100,021+47.59%$229,028,930
VELOCITY FINL INCVELFinancial Services0.26%12,637,764--$228,617,151
ALLSTATE CORPALLFinancial Services0.26%1,091,491+821,832+304.77%$226,309,745
TRAVELERS COMPANIES INCTRVFinancial Services0.26%774,199+210,328+37.30%$225,818,364
S&P GLOBAL INCSPGIFinancial Services0.26%524,576-48,885-8.52%$223,123,155
HCA HEALTHCARE INCHCAHealthcare0.25%457,965+51,097+12.56%$216,727,357
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.25%215,623+57,936+36.74%$214,853,226
HOST HOTELS & RESORTS INCHSTReal Estate0.25%11,206,538+7,274,089+184.98%$214,717,269
TAPESTRY INCTPRConsumer Cyclical0.24%1,465,830+345,072+30.79%$206,843,271
EXELON CORPEXCUtilities0.24%4,207,807-3,404,203-44.72%$206,266,700
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.24%418,106-108,291-20.57%$205,511,642
AUTODESK INCADSKTechnology0.24%852,439+31,896+3.89%$204,073,895
WELLS FARGO & COWFCFinancial Services0.23%2,551,081-190,701-6.96%$203,091,559
SCHWAB CHARLES CORPSCHWFinancial Services0.23%2,152,500+539,064+33.41%$202,291,950
GENERAL MTRS COGMConsumer Cyclical0.22%2,584,216+690,386+36.45%$192,524,093
3M COMMMIndustrials0.21%1,266,090-228,673-15.30%$183,874,252
LAS VEGAS SANDS CORPLVSConsumer Cyclical0.21%3,372,205+2,233,488+196.14%$181,694,406
WARNER BROS DISCOVERY INCWBDCommunication Services0.21%6,589,874-249,919-3.65%$180,957,940
UNITED PARCEL SVCS INCUPSIndustrials0.21%1,813,308+188,197+11.58%$178,393,240
PG&E CORPPCGUtilities0.20%10,085,232+6,145,471+155.99%$177,197,526
UNITED AIRLS HLDGS INCUALIndustrials0.20%1,919,647-38,871-1.98%$176,741,899
FERGUSON ENTERPRISES INCFERGIndustrials0.20%753,901+434,210+135.82%$175,854,948
PAYPAL HLDGS INCPYPLFinancial Services0.20%3,822,205+1,735,794+83.20%$172,878,332
THE CIGNA GROUPCIHealthcare0.20%647,269+65,726+11.30%$172,659,007
SIMON PPTY GROUP INC NEWSPGReal Estate0.20%906,444+201,398+28.57%$169,078,999
BARRICK MNG CORPBOther0.20%4,149,778+2,313,997+126.05%$169,048,195
KROGER COKRConsumer Defensive0.19%2,294,581-2,359,369-50.70%$166,035,881
CBOE GLOBAL MKTS INCCBOEFinancial Services0.19%587,869+544,506+1255.69%$165,232,340
COMFORT SYS USA INCFIXIndustrials0.19%119,449+28,593+31.47%$164,718,975
JANUS HENDERSON GROUP PLCJHGOther0.19%3,199,982+959,640+42.83%$164,383,076
PROCTER & GAMBLE COPGConsumer Defensive0.19%1,119,526+504,898+82.15%$161,704,335
Allianz Asset Management Gmbh Options Holdings in Q1 2026

488 options positions in the latest reporting period.

Page 1 of 5
QuarterSymbolCompanyOptionContractsNotional Value
Q1 2026IWMiShares Russell 2000 ETFPUT2,717,000$673,816,000
Q1 2026EEMiShares MSCI Emerging Index FunPUT11,453,400$650,438,586
Q1 2026QQQInvesco QQQ Trust, Series 1PUT864,400$498,914,392
Q1 2026NVDANVIDIA CorporationPUT1,754,100$305,915,040
Q1 2026NVDANVIDIA CorporationCALL1,743,800$304,118,720
Q1 2026GOOGLAlphabet Inc.CALL877,100$252,218,876
Q1 2026EFAiShares MSCI EAFE ETFPUT2,145,600$208,402,128
Q1 2026MSFTMicrosoft CorporationPUT537,600$199,003,392
Q1 2026HYGiShares iBoxx $ High Yield CorpPUT2,451,600$195,049,296
Q1 2026AAPLApple Inc.PUT676,200$171,612,798
Q1 2026AMZNAmazon.com, Inc.PUT770,800$160,534,516
Q1 2026XLFSPDR Select Sector Fund - FinanPUT2,873,400$141,859,758
Q1 2026METAMeta Platforms, Inc.PUT222,600$127,356,138
Q1 2026MSFTMicrosoft CorporationCALL341,600$126,450,072
Q1 2026METAMeta Platforms, Inc.CALL183,100$104,757,003
Q1 2026AVGOBroadcom Inc.PUT311,600$96,443,316
Q1 2026AAPLApple Inc.CALL363,700$92,303,423
Q1 2026AMZNAmazon.com, Inc.CALL428,700$89,285,349
Q1 2026GOOGLAlphabet Inc.PUT290,100$83,421,156
Q1 2026BRK-BBerkshire Hathaway Inc. NewPUT171,100$81,991,120
Q1 2026GOOGAlphabet Inc.PUT248,100$71,169,966
Q1 2026LLYEli Lilly and CompanyPUT72,700$66,867,279
Q1 2026TSLATesla, Inc.PUT178,200$66,245,850
Q1 2026JPMJP Morgan Chase & Co.PUT208,400$61,302,944
Q1 2026BRK-BBerkshire Hathaway Inc. NewCALL125,300$60,043,760
Q1 2026XLISPDR Select Sector Fund - IndusPUT341,100$55,166,103
Q1 2026SLViShares Silver TrustPUT800,000$54,512,000
Q1 2026XLESPDR Select Sector Fund - EnergPUT856,000$52,438,560
Q1 2026WMTWalmart Inc.PUT421,100$52,334,308
Q1 2026MAMastercard IncorporatedPUT103,600$51,764,776
Q1 2026XOMExxon Mobil CorporationPUT298,400$50,626,544
Q1 2026VVisa Inc.PUT159,500$48,207,280
Q1 2026PLTRPalantir Technologies Inc.PUT326,200$47,716,536
Q1 2026CATCaterpillar, Inc.PUT65,100$46,120,746
Q1 2026AVGOBroadcom Inc.CALL143,600$44,445,636
Q1 2026GOOGAlphabet Inc.CALL150,300$43,115,058
Q1 2026RIVNRivian Automotive, Inc.CALL2,700,000$40,635,000
Q1 2026AMDAdvanced Micro Devices, Inc.PUT194,400$39,546,792
Q1 2026COSTCostco Wholesale CorporationCALL38,200$38,063,626
Q1 2026XOMExxon Mobil CorporationCALL211,000$35,798,260
Q1 2026COSTCostco Wholesale CorporationPUT35,800$35,672,194
Q1 2026WMTWalmart Inc.CALL286,500$35,606,220
Q1 2026PGProcter & Gamble Company (The)PUT242,800$35,070,032
Q1 2026HDHome Depot, Inc. (The)PUT106,100$34,895,229
Q1 2026CVXChevron CorporationPUT167,300$34,614,370
Q1 2026TSLATesla, Inc.CALL91,600$34,052,300
Q1 2026LINLindePUT67,100$33,265,496
Q1 2026KOCoca-Cola Company (The)PUT419,200$31,880,160
Q1 2026JPMJP Morgan Chase & Co.CALL105,700$31,092,712
Q1 2026FEZSPDR DJ Euro STOXX 50 EtfPUT500,000$31,040,000
Q1 2026JNJJohnson & JohnsonPUT122,100$29,846,124
Q1 2026NFLXNetflix, Inc.PUT309,500$29,758,425
Q1 2026BACBank of America CorporationPUT605,300$29,508,375
Q1 2026LLYEli Lilly and CompanyCALL31,900$29,340,663
Q1 2026LRCXLam ResearchPUT134,900$28,822,734
Q1 2026AMATApplied Materials, Inc.PUT82,800$28,300,212
Q1 2026ABBVAbbVie Inc.PUT128,600$27,969,214
Q1 2026VVisa Inc.CALL91,700$27,715,408
Q1 2026WFCWells Fargo & CompanyPUT337,600$26,876,336
Q1 2026XLPSPDR Select Sector Fund - ConsuPUT323,300$26,504,134
Q1 2026GEGE AerospacePUT91,500$25,964,955
Q1 2026SMHVanEck Semiconductor ETFPUT66,900$25,649,460
Q1 2026MAMastercard IncorporatedCALL51,200$25,582,592
Q1 2026IBMInternational Business MachinesPUT103,100$24,990,409
Q1 2026UNHUnitedHealth Group IncorporatedPUT91,400$24,731,926
Q1 2026CVXChevron CorporationCALL119,300$24,683,170
Q1 2026KLACKLA CorporationPUT16,700$24,589,247
Q1 2026PGProcter & Gamble Company (The)CALL167,300$24,164,812
Q1 2026UBERUber Technologies, Inc.PUT318,600$22,916,898
Q1 2026MUMicron Technology, Inc.PUT66,800$22,567,712
Q1 2026KOCoca-Cola Company (The)CALL291,300$22,153,365
Q1 2026JNJJohnson & JohnsonCALL88,200$21,559,608
Q1 2026HDHome Depot, Inc. (The)CALL65,000$21,377,850
Q1 2026CRMSalesforce, Inc.PUT113,700$21,224,379
Q1 2026MRKMerck & Company, Inc.PUT172,500$20,750,025
Q1 2026SNDKSanDiskPUT31,300$19,886,142
Q1 2026XLYSPDR Select Sector Fund - ConsuPUT178,500$19,452,930
Q1 2026XOPSPDR S&P Oil & Gas Explor & ProPUT105,300$19,146,699
Q1 2026CATCaterpillar, Inc.CALL26,900$19,057,574
Q1 2026LINLindeCALL38,300$18,987,608
Q1 2026UNPUnion Pacific CorporationPUT78,200$18,972,884
Q1 2026PEPPepsico, Inc.PUT122,100$18,960,909
Q1 2026ABBVAbbVie Inc.CALL85,600$18,617,144
Q1 2026NFLXNetflix, Inc.CALL193,100$18,566,565
Q1 2026QCOMQUALCOMM IncorporatedPUT137,900$17,758,762
Q1 2026AMDAdvanced Micro Devices, Inc.CALL86,000$17,494,980
Q1 2026CCitigroup, Inc.PUT150,800$17,102,228
Q1 2026INTUIntuit Inc.PUT38,500$16,646,630
Q1 2026DISWalt Disney Company (The)PUT164,100$15,815,958
Q1 2026PMPhilip Morris International IncPUT95,200$15,740,368
Q1 2026BABoeing Company (The)PUT78,900$15,703,467
Q1 2026GSGoldman Sachs Group, Inc. (The)PUT18,500$15,650,815
Q1 2026MCDMcDonald's CorporationPUT49,300$15,321,947
Q1 2026UNHUnitedHealth Group IncorporatedCALL56,300$15,234,217
Q1 2026BACBank of America CorporationCALL312,100$15,214,875
Q1 2026GLDSPDR Gold TrustCALL35,000$15,060,150
Q1 2026UBERUber Technologies, Inc.CALL205,900$14,810,387
Q1 2026XRTSPDR S&P Retail ETFPUT175,000$14,082,250
Q1 2026VZVerizon Communications Inc.PUT279,400$14,025,880
Q1 2026AMGNAmgen Inc.PUT39,800$14,003,630

Notional value represents the total exposure of the options position.