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Allianz Asset Management GmbH

Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1535323

$112.18B

disclosed book value

1,525

positions

4.8%

largest position share

Positions, as of 2026-06-30

top 100 of 1,525 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held

#IssuerSharesValue% of book
1NVDANVIDIA CORPORATION29.9M$5.42B4.8%
2SPYMSPDR SERIES TRUST46.2M$4.06B3.6%
3AAPLAPPLE INC14.0M$3.63B3.2%
4IVVISHARES TR4.8M$3.59B3.2%
5MSFTMICROSOFT CORP8.0M$2.95B2.6%
6GOOGLALPHABET INC7.5M$2.20B2%
7AMZNAMAZON COM INC10.1M$2.18B1.9%
8VGVENTURE GLOBAL INC172.3M$1.92B1.7%
9GOOGALPHABET INC4.5M$1.32B1.2%
10ASTRAZENECA PLC6.8M$1.32B1.2%
11METAMETA PLATFORMS INC2.2M$1.23B1.1%
12JNJJOHNSON & JOHNSON4.9M$1.20B1.1%
13AVGOBROADCOM INC3.5M$1.11B1%
14JPMJPMORGAN CHASE & CO3.1M$927.2M0.8%
15CSCOCISCO SYS INC8.5M$854.3M0.8%
16VICIVICI PPTYS INC31.3M$836.1M0.7%
17EEMISHARES TRPUT12.0M$821.2M0.7%
18IWMISHARES TRPUT2.5M$756.1M0.7%
19TOTALENERGIES SE8.1M$747.9M0.7%
20AMATAPPLIED MATLS INC1.8M$728.6M0.6%
21TJXTJX COS INC NEW4.6M$723.9M0.6%
22LRCXLAM RESEARCH CORP2.7M$685.1M0.6%
23MAMASTERCARD INCORPORATED1.3M$673.6M0.6%
24QQQINVESCO QQQ TRPUT869,000$639.9M0.6%
25TAT&T INC23.1M$627.6M0.6%
26MUMICRON TECHNOLOGY INC1.5M$561.8M0.5%
27TSLATESLA INC1.3M$495.0M0.4%
28BMYBRISTOL-MYERS SQUIBB CO8.3M$481.7M0.4%
29PMBSPIMCO ETF TR9.7M$481.2M0.4%
30ROSTROSS STORES INC2.2M$471.5M0.4%
31NFLXNETFLIX INC.4.8M$459.9M0.4%
32MRKMERCK & CO INC3.7M$448.6M0.4%
33PLTRPALANTIR TECHNOLOGIES INC3.1M$445.8M0.4%
34MSMORGAN STANLEY2.6M$440.4M0.4%
35LLYELI LILLY & CO477,197$440.0M0.4%
36NVDANVIDIA CORPORATIONPUT2.1M$427.5M0.4%
37CMICUMMINS INC743,471$425.3M0.4%
38ABTABBOTT LABORATORIES4.1M$419.5M0.4%
39QCOMQUALCOMM INC3.1M$411.1M0.4%
40MPCMARATHON PETE CORP1.6M$398.7M0.4%
41TE CONNECTIVITY PLC1.9M$396.8M0.4%
42TSMTAIWAN SEMICONDUCTOR MANUFAC1.2M$394.5M0.4%
43VLOVALERO ENERGY CORP1.5M$381.3M0.3%
44GILDGILEAD SCIENCES INC2.9M$373.2M0.3%
45ABBVABBVIE INC1.6M$367.8M0.3%
46EBAYEBAY INC.3.7M$365.3M0.3%
47TGTTARGET CORP2.9M$362.2M0.3%
48MOALTRIA GROUP INC5.2M$361.4M0.3%
49ADBEADOBE INC1.6M$353.9M0.3%
50ACCENTURE PLC IRELAND1.8M$340.3M0.3%
51EIXEDISON INTL4.6M$340.1M0.3%
52APHAMPHENOL CORP2.6M$333.7M0.3%
53SMHVANECK ETF TRUSTPUT507,100$332.6M0.3%
54VZVERIZON COMMUNICATIONS INC6.7M$331.4M0.3%
55LNGCHENIERE ENERGY INC1.2M$329.6M0.3%
56CFCF INDUSTRIES HOLD2.6M$328.0M0.3%
57NEMNEWMONT CORP3.1M$319.6M0.3%
58NVDANVIDIA CORPORATIONCALL1.6M$318.1M0.3%
59SCHWSCHWAB CHARLES CORP3.4M$317.4M0.3%
60CMCSACOMCAST CORP NEW11.3M$316.1M0.3%
61DGDOLLAR GEN CORP2.6M$310.6M0.3%
62FDXFEDEX CORP861,337$306.0M0.3%
63LMTLOCKHEED MARTIN CORP556,248$303.7M0.3%
64VVISA INC999,964$302.5M0.3%
65SYFSYNCHRONY FINANCIAL4.2M$302.4M0.3%
66XLFSELECT SECTOR SPDR TRPUT5.6M$301.9M0.3%
67PEPPEPSICO INC1.9M$296.3M0.3%
68BRK/BBERKSHIRE HATHAWAY INC DEL606,259$290.6M0.3%
69CVSCVS HEALTH CORP3.9M$284.1M0.3%
70ECLECOLAB INC1.0M$278.1M0.2%
71HIGHARTFORD INSURANCE GROUP INC2.0M$271.7M0.2%
72WMTWALMART INC2.2M$267.4M0.2%
73HUMHUMANA INC807,619$262.6M0.2%
74ANETARISTA NETWORKS INC2.1M$261.8M0.2%
75VOOVANGUARD INDEX FDS400,042$258.5M0.2%
76CVXCHEVRON CORPORATION1.4M$258.5M0.2%
77MSFTMICROSOFT CORPPUT690,200$257.5M0.2%
78EOGEOG RES INC1.8M$254.7M0.2%
79CCOCLEAR CHANNEL OUTDOOR HLDGS104.7M$253.4M0.2%
80KGCKINROSS GOLD CORP8.5M$249.6M0.2%
81EFAISHARES TRPUT2.4M$247.4M0.2%
82DALDELTA AIR LINES INC3.7M$246.0M0.2%
83TRVTRAVELERS COMPANIES INC808,422$243.9M0.2%
84ALLALLSTATE CORP1.1M$241.9M0.2%
85KLACKLA CORP171,716$240.4M0.2%
86REGNREGENERON PHARMACEUTICALS327,683$237.2M0.2%
87UBS GROUP AG6.2M$236.9M0.2%
88VELVELOCITY FINL INC12.6M$233.3M0.2%
89AMGNAMGEN INC636,542$229.6M0.2%
90HSTHOST HOTELS & RESORTS INC11.3M$229.0M0.2%
91EMEEMCOR GROUP INC310,084$229.0M0.2%
92WFCWELLS FARGO & CO2.8M$226.1M0.2%
93MSFTMICROSOFT CORPCALL600,500$224.0M0.2%
94COSTCOSTCO WHOLESALE CORPORATION229,565$224.0M0.2%
95BKNGBOOKING HOLDINGS INC1.2M$220.8M0.2%
96RKLBROCKET LAB CORP2.2M$220.3M0.2%
97AAPLAPPLE INCPUT755,000$218.5M0.2%
98SPGIS&P GLOBAL INC511,778$217.4M0.2%
99HCAHCA HEALTHCARE INC454,303$214.7M0.2%
100AMZNAMAZON COM INCPUT898,600$214.2M0.2%

Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.

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