ALLIANZ SE
•CIK: 1127508•Filing: Q4 2025
Allianz SE's hedge fund, with $7.8 billion in assets under management, is currently led by Chief Investment Officer Andreas Utermann, known for a strategic focus on diversification and risk management. The fund recently increased its positions in JPMorgan Chase (JAAA), iShares Core U.S. Aggregate Bond ETF (LQD), and Vanguard Total Bond Market ETF (VCLT), while exiting CSX and MRX, and notably added MU and WELL with significant weightings, reflecting a shift towards technology and healthcare sectors.
Total AUM
$7.8B
QoQ Performance
+65.0%
Positions
337
Top 10 Concentration
58.9%
Latest Filing
Q4 2025
Top Holdings Allocation
JAAA
IVV
LQD
JAAA17.2%
IVV15.0%
LQD11.2%
VCLT2.4%
NEM2.3%
NVDA2.2%
AAPL2.1%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other55.4%
ETF17.0%
Technology12.5%
Financial4.1%
Consumer3.9%
Healthcare3.5%
Industrial1.2%
Communication0.8%
🚪 Exited Positionssold since Q3 2025
+194 more exited positions
Changes from Q3 2025
NEW27 new positions
↑68 increased
↓44 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024