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Powszechne Towarzystwo Emerytalne Allianz Polska S.A.
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. is the Polish pension fund management subsidiary of the global Allianz Group. Headquartered in Warsaw, Mazowieckie province, the firm manages pension assets under the Allianz Polska Otwarty Fundusz Emerytalny and Allianz Polska Dobrowolny Fundusz Emerytalny. It is primarily involved in providing mandatory and voluntary pension savings solutions for Polish individuals, especially in the context of the national pension system. The company leverages Allianz Group’s international experience and expertise in insurance and asset management to serve millions of Polish clients. Employee count is not disclosed but as part of Allianz's Polish operations, is likely to be in the dozens.
Investment Strategy
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. employs a strategy focused on long-term growth and stability, consistent with pension fund objectives. The firm invests across a range of listed equities and fixed income securities, with allocations diversified across multiple sectors and major global companies, such as Amazon, Alphabet, and Emerson Electric. Risk is mitigated through diversified asset selection and a strong emphasis on compliance with Polish pension regulations, aiming to provide steady returns for future pensioners while maintaining prudent management of contributions.
Latest 13F Filing Activity
Powszechne Towarzystwo Emerytalne Allianz Polska S.A. filed their most recent 13F report on Jun 30, 2025 disclosing 12 equity positions with a total 13F market value of $245M. The fund increased holdings in Amazon Com Inc., Alphabet Inc., Disney Walt Co. among other positions. Powszechne Towarzystwo Emerytalne Allianz Polska S.A. reduced exposure to United Parcel Service Inc., Intel Corp., Paypal HLDGS Inc. among others.
Top Holdings
Equity Positions (12)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | AMAZON COM INC | 27.40% | $67.2M | 306,239 | $193.30 | $219.39 | +$8.9M |
C CF | CF INDS HLDGS INC | 14.49% | $35.5M | 386,280 | $81.35 | $92.00 | +$1.4M |
G GOOG | ALPHABET INC | 12.52% | $30.7M | 174,160 | $156.31 | $177.39 | +$3.8M |
W WFC | WELLS FARGO CO NEW | 8.82% | $21.6M | 270,000 | $71.79 | $80.12 | +$2.2M |
U UMBF | UMB FINL CORP | 7.31% | $17.9M | 170,440 | $101.10 | $105.16 | +$694.3K |
Industry Allocation
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