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Allianz Asset Management GMBH

CIK:0001535323
Asset Manager
$590B AUM
1,984 holdings
Munich, Germany
Founded:1890
156,000 employees
Latest filing:Jun 30, 2025

Allianz Asset Management GmbH is the asset management division of Allianz Group, one of the world's leading financial services firms specializing in insurance and asset management. Headquartered in Munich, Germany, it forms part of the Allianz Group’s global operations, serving both private and institutional investors worldwide through various subsidiaries, notably PIMCO and Allianz Global Investors. As of 2024, the broader Allianz Group employs more than 156,000 people in nearly 70 countries, providing a wide range of insurance and investment solutions. Allianz Asset Management GmbH handles diversified global investment strategies spanning equities, fixed income, multi-asset, and alternatives, and manages major institutional and individual mandates.

Investment Strategy

Allianz Asset Management GmbH pursues a multi-boutique model, leveraging global investment capabilities across its subsidiaries such as PIMCO and Allianz Global Investors. The firm's core strategy is diversification across asset classes—including equities, fixed income, multi-asset, and alternative investments—while systematically integrating ESG (environmental, social, and governance) factors into investment decision-making. Allianz Asset Management focuses on rigorous research, active management, and risk mitigation, with an emphasis on long-term value creation for institutional and retail clients globally. The firm also seeks to innovate through sustainable investment products and data-driven portfolio management.

Top Buys
V
VGVENTURE GLOBAL INC
+$1.98B
N
NVDANVIDIA CORPORATION
+$893.8M
M
MSFTMICROSOFT CORP
+$630.6M
S
SPYSPDR S&P 500 ETF TR
+$629.8M
I
IVVISHARES TR
+$455.7M
Top Sells
S
SPLGSPDR SERIES TRUST
-$844.8M
U
UNHUNITEDHEALTH GROUP INC
-$454.4M
J
JPMJPMORGAN CHASE & CO.
-$220.9M
L
LONZPIMCO ETF TR
-$101.7M
P
PFEPFIZER INC
-$92.4M

Top Holdings

V
VGVENTURE GLOBAL INC
+6.6%$5.53B
N
NVDANVIDIA CORPORATION
+3.9%$3.27B
M
MSFTMICROSOFT CORP
+3.6%$3.04B
A
AAPLAPPLE INC
+2.9%$2.39B
A
AMZNAMAZON COM INC
+2.1%$1.78B

Equity Positions (1,494)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
V
VG
VENTURE GLOBAL INC6.61%$5.53B354,683,306$10.30$15.58+$1.98B
N
NVDA
NVIDIA CORPORATION3.92%$3.27B20,711,923$43.12$157.99+$893.8M
M
MSFT
MICROSOFT CORP3.64%$3.04B6,115,217$132.67$497.41+$630.6M
A
AAPL
APPLE INC2.85%$2.39B11,628,103$117.01$205.17+$2.9M
A
AMZN
AMAZON COM INC2.13%$1.78B8,104,030$115.94$219.39+$53.0M

Options Positions (10)

TickerSecurityActionTypeNotional ValueContractsUnderlying PricePremium PaidChange (Contracts)Change (Value)
Q
QQQ
INVESCO QQQ TRBought
Put
$606.1M10,987$551.64$461.63+1,053+$140.3M
E
EEM
ISHARES TRSold
Put
$593.2M122,967$48.24$42.16-48,957-$158.1M
I
IWM
ISHARES TRBought
Put
$498.0M23,077$215.79$206.68+2,234+$82.2M
T
TSLA
TESLA INCSold
Put
$377.1M11,872$317.66$296.82-7+$69.3M
N
NVDA
NVIDIA CORPORATIONSold
Put
$278.9M17,650$157.99$118.45-1,184+$74.7M

Industry Allocation

SERVICES-PREPACKAGED SOFTWARE
+8.0%
TELEPHONE COMMUNICATIONS (NO RADIOTELEPHONE)
+7.7%
SEMICONDUCTORS & RELATED DEVICES
+7.6%
NATURAL GAS DISTRIBUTION
+7.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+5.5%