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Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A.
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. is a leading Polish investment fund management company headquartered in Warsaw. Founded in 2003, it operates as a subsidiary of the global Allianz Group. The firm specializes in the management of mutual funds and pension funds, offering a wide spectrum of investment solutions to individual and institutional clients in Poland. As of 2015, it reported having over 250 employees. The company is part of one of the largest financial conglomerates in Poland, serving more than 6 million corporate and individual customers.
Investment Strategy
TFI Allianz Polska S.A. offers a range of mutual and pension fund products, focusing on diversified portfolio management tailored to retail and institutional investors. The firm implements a rigorous investment process rooted in thorough market research, risk management, and global best practices adopted from the Allianz Group. Their strategy emphasizes long-term value, responsible investing, and adaptation to changing market conditions, using a combination of active and passive investment approaches depending on the fund mandate.
Latest 13F Filing Activity
Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. filed their most recent 13F report on Jun 30, 2025 disclosing 38 equity positions with a total 13F market value of $21M. The fund increased holdings in Barrick Gold Corp., Amazon.com Inc., First Majestic Silver Corp. among other positions. Towarzystwo Funduszy Inwestycyjnych Allianz Polska S.A. reduced exposure to Newmont Mining Corp., Barrick Gold Corp., Harmony Gold MNG - Spon Adr among others.
Top Holdings
Equity Positions (38)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | Amazon.com Inc. | 22.72% | $4.8M | 21,815 | $184.07 | $219.39 | +$635.5K |
W WPM | Wheaton Precious Metals Corp | 8.37% | $1.8M | 19,700 | $50.43 | $89.80 | -$2.5K |
N NEM | Newmont Mining Corp | 8.31% | $1.8M | 30,060 | $39.03 | $58.26 | -$2.9M |
A AEM | Agnico Eagle Mines Ltd | 8.22% | $1.7M | 14,596 | $67.69 | $118.93 | -$82.5K |
B B | Barrick Gold Corp | 6.69% | $1.4M | 68,000 | $20.82 | $20.82 | +$1.4M |
Industry Allocation
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