AIA Group Ltd

Holdings as of 2026-06-30, filed 2026-07-31

This is history, not a current position. These holdings describe 2026-06-30, and the report became public 31 days later. The portfolio has changed since.

Aggregates

computed from the positions below
Positions reported
405
Value reported by manager
$7.9B
Sum of our stored positions
$7.9B
should match the line above
Disclosure lag
31 d
quarter end to filing
Top 5 concentration
48.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls

Positions

200 largest shown
IssuerClassValueSharesTypeCUSIP
ISHARES TRCORE S&P500 ETF$1.9B2,471,787464287200
GMO ETF TRUSTGMO US QUALITY E$630.5M15,149,51190139K100
INVESCO QQQ TRUNIT SER 1$537.6M730,07646090E103
STATE STR SPDR S&P 500 ETF TTR UNIT$487.4M652,71278462F103
MICROSOFT CORPCOM$242.5M650,057594918104
NVIDIA CORPORATIONCOM$138.7M693,08267066G104
ISHARES TRCORE S&P500 ETF$136.4M182,157464287200
ALPHABET INCCAP STK CL A$136.1M380,72502079K305
META PLATFORMS INCCL A$132.1M234,56430303M102
ISHARES TR7-10 YR TRSY BD$127.7M1,350,527464287440
APPLE INCCOM$124.7M430,812037833100
ISHARES TR1 3 YR TREAS BD$117M1,425,189464287457
BROADCOM INCCOM$102.2M270,57411135F101
AMAZON COM INCCOM$97.2M407,688023135106
VISA INCCOM CL A$83M241,96392826C839
JOHNSON & JOHNSONCOM$79.4M312,701478160104
MICRON TECHNOLOGY INCCOM$79.1M68,550595112103
ISHARES TR20 YR TR BD ETF$75M867,623464287432
TEXAS INSTRS INCCOM$67.9M227,907882508104
ELI LILLY & COCOM$67.6M56,380532457108
LAM RESEARCH CORPCOM NEW$62.5M144,127512807306
TAIWAN SEMICONDUCTOR MANUFACSPONSORED ADS$59.4M124,444874039100
MERCK & CO INCCOM$57.6M448,03158933Y105
KLA CORPCOM NEW$56.1M185,987482480100
SEA LTDSPONSORD ADS$51.8M540,81781141R100
THERMO FISHER SCIENTIFIC INCCOM$51.3M102,282883556102
TESLA INCCOM$49.3M117,31988160R101
AMPHENOL CORPCL A$46.6M264,297032095101
JPMORGAN CHASE & COCOM$46.4M141,71346625H100
MASTERCARD INCORPORATEDCL A$45.9M89,30757636Q104
UNITEDHEALTH GROUP INCCOM$44.2M106,37291324P102
ISHARES TRRUSSELL 2000 ETF$41.4M137,954464287655
ADVANCED MICRO DEVICES INCCOM$41.3M71,155007903107
ABBOTT LABORATORIESCOM$36.2M398,481002824100
CADENCE DESIGN SYSTEM INCCOM$36.1M96,171127387108
COCA COLA COCOM$33.5M411,822191216100
NETFLIX INC.COM$32.9M461,43864110L106
US BANCORPCOM NEW$31.3M518,947902973304
BANK AMERICA CORPCOM$31.3M548,566060505104
PROCTER & GAMBLE COCOM$30.7M209,459742718109
ARISTA NETWORKS INCCOM SHS$30.6M179,984040413205
DEERE & COCOM$29.2M46,026244199105
TJX COS INC NEWCOM$27.8M183,561872540109
INTEL CORPCOM$27.3M195,851458140100
DANAHER CORP DELCOM$27.2M142,634235851102
THE CIGNA GROUPCOM$27.1M98,370125523100
WELLS FARGO & COCOM$25.7M311,165949746101
ELEVANCE HEALTH INC FORMERLYCOM$25.5M66,004036752103
GOLDMAN SACHS GROUP INCCOM$23.4M23,11738141G104
SEMPRACOM$23.1M249,176816851109
ALPHABET INCCAP STK CL C$22.9M64,93202079K107
GE AEROSPACECOM NEW$22.1M59,035369604301
UBER TECHNOLOGIES INCCOM$21.5M297,47090353T100
METTLER TOLEDO INTERNATIONALCOM$21.4M16,737592688105
HOME DEPOT INCCOM$21M59,568437076102
SALESFORCE INCCOM$20.6M131,80879466L302
INTUITIVE SURGICAL INCCOM NEW$20.4M51,33346120E602
AUTOMATIC DATA PROCESSING INCOM$20.2M90,023053015103
M & T BK CORPCOM$19.8M83,32055261F104
EDWARDS LIFESCIENCES CORPCOM$19.3M212,80528176E108
WELLTOWER INCCOM$18.9M83,06395040Q104
CHEVRON CORPORATIONCOM$17.8M107,305166764100
RTX CORPORATIONCOM$17.2M90,85475513E101
WEYERHAEUSER COCOM NEW$17.1M714,991962166104
CONSTELLATION BRANDS INCCL A$17.1M122,62721036P108
NORTHERN TR CORPCOM$16.9M97,316665859104
COSTCO WHOLESALE CORPORATIONCOM$16.7M17,81622160K105
CITIGROUP INCCOM NEW$16.2M116,027172967424
MORGAN STANLEYCOM NEW$16.1M76,804617446448
MARRIOTT INTL INC NEWCL A$15.7M42,363571903202
VERTEX PHARMACEUTICALS INCCOM$15.7M31,60192532F100
FERGUSON ENTERPRISES INCCOMMON STOCK NEW$15.4M64,69331488V107
PACCAR INCCOM$15.2M126,800693718108
PFIZER INCCOM$15.2M629,338717081103
GENERAL MTRS COCOM$15.2M196,58337045V100
ISHARES TRMSCI INDIA ETF$14.7M296,83546429B598
PROLOGIS INC.COM$14.6M107,44174340W103
CVS HEALTH CORPCOM$14.5M140,047126650100
SHOPIFY INCCL A SUB VTG SHS$14.5M126,85382509L107
SCHWAB CHARLES CORPCOM$14.4M156,431808513105
VALERO ENERGY CORPCOM$14.3M54,93891913Y100
ANALOG DEVICES INCCOM$14.2M35,856032654105
ABBVIE INCCOM$14.2M56,39600287Y109
WALMART INCCOM$14M123,700931142103
CONOCOPHILLIPSCOM$13.9M133,83620825C104
NEWMONT CORPCOM$13.6M146,094651639106
EXXON MOBIL CORPCOM$12.8M93,71930231G102
STATE STR CORPCOM$12.5M73,619857477103
VERIZON COMMUNICATIONS INCCOM$12.4M291,99492343V104
3M COCOM$12.3M75,76788579Y101
SYNOPSYS INCCOM$12.1M27,020871607107
CLOUDFLARE INCCL A COM$11.9M48,71318915M107
PARKER-HANNIFIN CORPCOM$11.9M12,174701094104
EDISON INTLCOM$11.8M158,305281020107
METLIFE INCCOM$11.3M133,71159156R108
BLACKROCK INCCOM$11.2M11,60009290D101
QUEST DIAGNOSTICS INCCOM$10.9M51,35474834L100
HILTON WORLDWIDE HLDGS INCCOM$10.7M32,46343300A203
AIRBNB INCCOM CL A$10.4M72,995009066101
PUBLIC SVC ENTERPRISE GROUPCOM$10.4M128,176744573106
MONSTER BEVERAGE CORP NEWCOM$10M103,53761174X109
COMCAST CORP NEWCL A$9.7M394,90820030N101
SIMON PPTY GROUP INC NEWCOM$9.4M42,100828806109
EOG RES INCCOM$9.1M70,38226875P101
TARGA RES CORPCOM$9.1M33,80087612G101
STARBUCKS CORPCOM$8.9M87,216855244109
CORNING INCCOM$8.7M33,909219350105
AMERICAN TOWER CORPCOM$8.6M52,80403027X100
KROGER COCOM$8.5M152,900501044101
BRISTOL-MYERS SQUIBB COCOM$8.5M147,174110122108
CISCO SYS INCCOM$8.5M72,02117275R102
RYANAIR HOLDINGS PLCSPONSORED ADR$8.4M130,402783513203
PROGRESSIVE CORPCOM$8.4M38,621743315103
BEONE MEDICINES LTDSPONSORED ADS$8.3M29,28207725L102
RESTAURANT BRANDS INTL INCCOM$8.3M114,87476131D103
AMETEK INCCOM$8.3M34,390031100100
BOOKING HOLDINGS INCCOM$8.3M46,42709857L108
ROCKWELL AUTOMATION INCCOM$8.2M16,599773903109
NASDAQ INCCOM$8.2M104,100631103108
DATADOG INCCL A COM$8.1M31,30023804L103
BOEING COCOM$8.1M37,431097023105
TRADEWEB MKTS INCCL A$8M80,562892672106
SANDISK CORPCOM$8M3,50080004C200
H WORLD GROUP LTDSPONSORED ADS$7.7M185,30444332N106
AMGEN INCCOM$7.6M20,905031162100
NORTHROP GRUMMAN CORPCOM$7.5M14,771666807102
AGILENT TECHNOLOGIES INCCOM$7.5M56,28200846U101
MOTOROLA SOLUTIONS INCCOM NEW$7.4M17,714620076307
KEYSIGHT TECHNOLOGIES INCCOM$7.3M20,87049338L103
CARDINAL HEALTH INCCOM$7.3M30,56514149Y108
CUMMINS INCCOM$7.2M10,100231021106
F5 INCCOM$6.8M16,300315616102
AMERICAN EXPRESS COCOM$6.6M19,530025816109
MERCADOLIBRE INCCOM$6.6M3,88858733R102
ISHARES TRCORE S&P500 ETF$6.5M8,629464287200
ICICI BANK LIMITEDADR$6.4M222,03045104G104
ARM HOLDINGS PLCSPONSORED ADS$6.4M18,114042068205
BANK NEW YORK MELLON CORPCOM$6.4M44,400064058100
AT&T INCCOM$6.2M299,32600206R102
DEXCOM INCCOM$6.1M91,200252131107
SHERWIN WILLIAMS COCOM$6M17,463824348106
FRANKLIN TEMPLETON ETF TRFTSE JAPAN HDG$5.9M129,49535473P637
VERTIV HOLDINGS COCOM CL A$5.9M17,62092537N108
C H ROBINSON WORLDWIDE INCOM NEW$5.8M31,00012541W209
ATOUR LIFESTYLE HLDGS LTDSPONSORED ADS$5.5M173,86504965M106
TRANSDIGM GROUP INCCOM$5.5M4,132893641100
ILLINOIS TOOL WKS INCCOM$5.5M20,155452308109
REGENERON PHARMACEUTICALSCOM$5.4M8,73675886F107
CAPITAL ONE FINL CORPCOM$5.4M26,72314040H105
TRAVELERS COMPANIES INCCOM$5.3M16,17289417E109
REPUBLIC SVCS INCCOM$5.3M25,043760759100
S&P GLOBAL INCCOM$5.3M13,05778409V104
HEWLETT PACKARD ENTERPRISE CCOM$5.3M117,85342824C109
FIDELITY NATL INFORMATION SVCOM$5.2M133,60931620M106
T-MOBILE US INCCOM$5.2M30,731872590104
CARRIER GLOBAL CORPORATIONCOM$5.1M69,22114448C104
FREEPORT MCMORAN INCCL B$4.9M77,96035671D857
GILEAD SCIENCES INCCOM$4.7M37,003375558103
ADOBE INCCOM$4.6M22,60200724F101
YUM BRANDS INCCOM$4.6M28,938988498101
TRIP COM GROUP LTDADS$4.5M114,08889677Q107
SS&C TECH HLDGSCOM$4.5M72,07378467J100
STRYKER CORPORATIONCOM$4.4M14,100863667101
AMERICAN INTL GROUP INCCOM NEW$4.4M58,858026874784
CONAGRA BRANDS INCCOM$4.3M316,753205887102
CITIZENS FINL GROUP INCCOM$4.2M60,310174610105
HASBRO INCCOM$4.2M50,385418056107
WESCO INTL INCCOM$4.1M12,00095082P105
GE VERNOVA INCCOM$4.1M3,47636828A101
L3HARRIS TECHNOLOGIES INCCOM$3.9M13,478502431109
CORTEVA INCCOM$3.9M46,24522052L104
HALLIBURTON COCOM$3.8M112,215406216101
NEW ORIENTAL ED & TECHNOLOGYSPON ADR$3.8M82,643647581206
PEPSICO INCCOM$3.8M27,995713448108
KKR & CO INCCOM$3.7M40,49348251W104
HCA HEALTHCARE INCCOM$3.7M9,46840412C101
BORGWARNER INCCOM$3.6M54,836099724106
MONDELEZ INTL INCCL A$3.6M62,789609207105
MCDONALDS CORPCOM$3.6M13,420580135101
FEDEX CORPCOM$3.6M11,52331428X106
UL SOLUTIONS INCCLASS A COM SHS$3.6M35,262903731107
FRANKLIN TEMPLETON ETF TRFTSE TAIWAN$3.5M33,60035473P686
KT CORPSPONSORED ADR$3.5M199,95948268K101
NVR INCCOM$3.4M49762944T105
MONGODB INCCL A$3.3M9,70060937P106
MARATHON PETE CORPCOM$3.2M12,56156585A102
FULL TRUCK ALLIANCE CO LTDSPONSORED ADS$3.2M392,29635969L108
AMERICA MOVIL SAB DE CVSPON ADS RP CL B$3.2M121,77202390A101
HUTCHMED CHINA LTDSPONSORED ADS$3.1M291,22944842L103
AECOMCOM$3.1M44,28100766T100
WHEATON PRECIOUS METALS CORPCOM$3M26,839962879102
INVESCO QQQ TRUNIT SER 1$3M4,08646090E103
CENTENE CORP DELCOM$3M46,03115135B101
INGERSOLL RAND INCCOM$2.9M35,64045687V106
JACOBS SOLUTIONS INCCOM$2.9M23,16446982L108
INTERCONTINENTAL EXCHANGE INCOM$2.9M23,47545866F104
HEICO CORP NEWCOM$2.8M7,840422806109
TYSON FOODS INCCL A$2.6M45,960902494103
QFIN HOLDINGS INCAMERICAN DEP$2.5M160,22888557W101
WYNN RESORTS LTDCOM$2.5M25,638983134107
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.

Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-07-31

AIA Group Ltd — 405 positions reported for 2026Q2 — Tapewire