Allianz Asset Management GmbH Q2 2023 Filing

Filed August 14, 2023

Portfolio Value

$55.9B

Holdings

2,134

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (2,134 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
5,931,055$2.0T3615.96%
2
AAPLAPPLE INC
9,064,849$1.8T3147.88%
3
AQLTISHARES TR
13,654,800$1.5T2638.84%Put
4
QQQINVESCO QQQ TR
2,691,700$994.4B1780.21%Put
5
AQLTISHARES TR
21,832,614$978.1B1751.11%Put
6
AMZNAMAZON COM INC
7,280,605$949.1B1699.15%
7
VICIVICI PPTYS INC
24,018,890$754.9B1351.51%
8
NVDANVIDIA CORPORATION
1,706,456$721.9B1292.34%
9
ADBEADOBE SYSTEMS INCORPORATED
1,404,960$687.0B1229.94%
10
UNHUNITEDHEALTH GROUP INC
1,398,950$672.4B1203.77%
11
GOOGLALPHABET INC
4,963,768$594.2B1063.72%
12
CSCOCISCO SYS INC
11,445,571$592.2B1060.20%
13
VVISA INC
2,386,339$566.7B1014.52%
14
MRKMERCK & CO INC
4,351,752$502.1B898.99%
15
AQLTISHARES TR
6,250,000$469.2B839.98%Call
16
SPGIS&P GLOBAL INC
1,138,917$456.6B817.37%
17
GOOGALPHABET INC
3,713,874$449.3B804.32%
18
TMOTHERMO FISHER SCIENTIFIC INC
820,736$428.2B766.60%
19
ACNACCENTURE PLC IRELAND
1,340,542$413.6B740.55%
20
STLASTELLANTIS N.V
21,342,317$408.4B731.17%
21
TSLATESLA INC
1,536,666$402.2B720.14%
22
JPMJPMORGAN CHASE & CO
2,727,245$396.6B710.12%
23
JNJJOHNSON & JOHNSON
2,377,526$393.5B704.52%
24
MCHPMICROCHIP TECHNOLOGY INC.
4,202,809$376.5B674.05%
25
XOMEXXON MOBIL CORP
3,451,251$370.1B662.66%
26
LINLINDE PLC
942,408$359.1B642.95%
27
INTUINTUIT
776,227$355.7B636.73%
28
WMTWALMART INC
2,178,473$342.4B613.02%
29
VLOVALERO ENERGY CORP
2,886,116$338.5B606.08%
30
AMATAPPLIED MATLS INC
2,313,918$334.5B598.77%
31
ROPROPER TECHNOLOGIES INC
688,362$330.9B592.49%
32
INTCINTEL CORP
9,892,399$330.8B592.23%
33
AMGNAMGEN INC
1,386,761$307.9B551.21%
34
MAMASTERCARD INCORPORATED
763,517$300.3B537.61%
35
MPCMARATHON PETE CORP
2,542,575$296.5B530.75%
36
AVGOBROADCOM INC
341,019$295.8B529.58%
37
XLFISELECT SECTOR SPDR TR
8,770,300$295.6B529.29%Put
38
PGPROCTER AND GAMBLE CO
1,933,700$293.4B525.30%
39
GILDGILEAD SCIENCES INC
3,738,359$288.1B515.81%
40
LLYLILLY ELI & CO
542,701$254.5B455.65%
41
MCKMCKESSON CORP
595,230$254.3B455.35%
42
FLT1EURFLEETCOR TECHNOLOGIES INC
997,631$250.5B448.41%
43
SPYSPDR S&P 500 ETF TR
514,757$228.2B408.51%
44
ORCLORACLE CORP
1,894,318$225.6B403.88%
45
PSXPHILLIPS 66
2,274,601$216.9B388.40%
46
BIIBBIOGEN INC
752,211$214.3B383.60%
47
NFLXNETFLIX INC
475,054$209.3B374.63%
48
AFWALIGN TECHNOLOGY INC
590,680$208.9B373.94%
49
KOCOCA COLA CO
3,435,349$206.9B370.37%
50
BACVERIZON COMMUNICATIONS INC
5,390,768$200.5B358.92%
51
MINTPIMCO ETF TR
1,949,306$194.5B348.14%
52
CVXCHEVRON CORP NEW
1,232,945$194.0B347.32%
53
QCOMQUALCOMM INC
1,603,425$190.9B341.71%
54
CAHCARDINAL HEALTH INC
2,002,408$189.4B339.02%
55
ABBVABBVIE INC
1,305,574$175.9B314.91%
56
VRTXVERTEX PHARMACEUTICALS INC
495,330$174.3B312.06%
57
DHRDANAHER CORPORATION
717,177$172.1B308.15%
58
AXPAMERICAN EXPRESS CO
981,783$171.0B306.17%
59
AAPLAPPLE INC
877,000$170.1B304.55%Put
60
LNGCHENIERE ENERGY INC
1,100,000$167.6B300.05%Put
61
MSFTMICROSOFT CORP
489,700$166.8B298.55%Put
62
TTTRANE TECHNOLOGIES PLC
859,431$164.4B294.27%
63
COOCOOPER COS INC
428,237$164.2B293.95%
64
ISRGINTUITIVE SURGICAL INC
480,091$164.2B293.89%
65
DEDEERE & CO
404,691$164.0B293.56%
66
HUMHUMANA INC
366,134$163.7B293.08%
67
GISGENERAL MLS INC
2,132,404$163.6B292.81%
68
ZTSZOETIS INC
944,066$162.6B291.06%
69
APHAMPHENOL CORP NEW
1,878,110$159.5B285.61%
70
TAT&T INC
9,926,507$158.3B283.45%
71
ABTABBOTT LABS
1,447,737$157.8B282.56%
72
SNPSSYNOPSYS INC
353,289$153.8B275.39%
73
MRSHMARSH & MCLENNAN COS INC
816,288$153.5B274.86%
74
EQIXEQUINIX INC
194,483$152.5B272.95%
75
OCOWENS CORNING NEW
1,164,727$152.0B272.11%
76
TSLATESLA INC
580,100$151.9B271.86%Put
77
ENQENTEGRIS INC
1,330,660$147.5B263.99%
78
GGGGRACO INC
1,705,274$147.2B263.61%
79
TRVCCITIGROUP INC
3,173,906$146.1B261.61%
80
AJGGALLAGHER ARTHUR J & CO
664,794$146.0B261.31%
81
ADPAUTOMATIC DATA PROCESSING IN
656,695$144.3B258.40%
82
CCOCLEAR CHANNEL OUTDOOR HLDGS
104,872,541$143.7B257.22%
83
IDXXIDEXX LABS INC
284,116$142.7B255.46%
84
LRCXEURLAM RESEARCH CORP
217,029$139.5B249.78%
85
CDNSCADENCE DESIGN SYSTEM INC
592,160$138.9B248.62%
86
PEOEXELON CORP
3,406,682$138.8B248.47%
87
KLACKLA CORP
285,987$138.7B248.32%
88
WFCWELLS FARGO CO NEW
3,220,871$137.5B246.10%
89
ELLAUDER ESTEE COS INC
695,547$136.6B244.53%
90
AG8AGILENT TECHNOLOGIES INC
1,127,897$135.6B242.81%
91
UBSUBS GROUP AG
6,603,764$133.6B239.13%
92
KRKROGER CO
2,804,461$131.8B235.97%
93
FERGFERGUSON PLC NEW
816,314$128.8B230.57%
94
PFEPFIZER INC
3,507,061$128.6B230.30%
95
ACWIISHARES TR
1,339,910$128.6B230.14%
96
CPRTCOPART INC
1,402,985$128.0B229.08%
97
HDBHDFC BANK LTD
1,834,472$127.9B228.91%
98
VELVELOCITY FINL INC
10,963,806$126.4B226.31%
99
SYFSYNCHRONY FINANCIAL
3,713,170$126.0B225.49%
100
WMWASTE MGMT INC DEL
719,640$124.8B223.42%
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