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Asset Manager ← All Institutions

Allianz Investment Management U.S. LLC

Q1 2025 · Filed 2025-05-08
Market Value
$1.8B
+28.4%
Holdings
51
+5
New Purchases
5
Added To
1
Closed
0
Reduced
9
Top 10 Concentration
96.3%
Turnover
9.8%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JAAA 22.09% 1.11% +20.98% $389M
SPBW 0.82% 0.00% +0.82% $14M
SPBX 0.82% 0.00% +0.82% $14M
SPBU 0.82% 0.00% +0.82% $14M
AZAJ 0.00% 0.00% +0.00% $85K
AZBJ 0.00% 0.00% +0.00% $82K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQD 52.62% 67.89% -15.27% $927M
VCLT 10.05% 13.17% -3.12% $177M
IGLB 4.46% 5.84% -1.38% $79M
EMNT 1.39% 1.79% -0.39% $25M
HYG 1.33% 1.72% -0.39% $23M
VWOB 1.35% 1.74% -0.39% $24M
SIXP 0.01% 0.37% -0.36% $134K
OWNS 1.20% 1.54% -0.34% $21M
SIXF 0.01% 0.33% -0.32% $137K
PRFD 1.01% 1.32% -0.31% $18M
SIXD 0.01% 0.25% -0.24% $129K
SIXZ 0.18% 0.35% -0.17% $3M
FLJJ 0.25% 0.42% -0.17% $4M
ANGL 0.40% 0.52% -0.12% $7M
FLAO 0.28% 0.40% -0.12% $5M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $1.3B 76.6%
Mid Cap 4 $286M 16.3%
Small Cap 4 $2M 0.1%
Micro Cap 36 $124M 7.0%

Portfolio Analytics

Avg Market Cap
$3.3B
Median Market Cap
$107M
Avg P/E
Median P/E
Avg Dividend Yield
—%
Avg Beta
0.53
# Stocks
0
# ETFs / Funds
51

Top Holdings (51 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 LQD 52.62% 8,715,455 $927M $106.33 -$4M
2 JAAA 22.09% 7,719,500 $389M $50.39 $374M +7,419,500 +2473.2%
3 VCLT 10.05% 2,416,012 $177M $73.26 -$4M
4 IGLB 4.46% 1,622,000 $79M $48.45 -$2M
5 EMNT 1.39% 249,000 $25M $98.59 $44K
6 VWOB 1.35% 377,100 $24M $63.09 -$23K
7 HYG 1.33% 300,000 $23M $78.00 -$195K
8 OWNS 1.20% 1,248,751 $21M $16.94 $65K
9 PRFD 1.01% 360,000 $18M $49.48 -$288K
10 SPBW 0.82% 599,580 $14M $24.13 +599,580 NEW
11 SPBX 0.82% 600,540 $14M $24.04 +600,540 NEW
12 SPBU 0.82% 605,632 $14M $23.76 +605,632 NEW
13 ANGL 0.40% 248,042 $7M $28.05 -$154K
14 SPIB 0.33% 174,122 $6M $32.90 $24K
15 FLAO 0.28% 189,780 $5M $25.96 -$566K -10,000 -5.0%
16 FLJJ 0.25% 158,511 $4M $27.69 -$1M -40,000 -20.1%
17 SIXZ 0.18% 117,280 $3M $26.79 -$2M -57,500 -32.9%
18 IGSB 0.10% 33,144 $2M $52.05 -$764K -15,000 -31.2%
19 IGIB 0.06% 19,597 $1M $51.71 $4K
20 MINT 0.06% 9,838 $987K $100.30 -$394
21 HYS 0.05% 9,977 $919K $92.15 -$15K
22 CORP 0.05% 9,000 $854K $94.94 -$1K
23 MAYT 0.04% 21,802 $687K $31.53 -$368K -10,000 -31.4%
24 JUNT 0.04% 20,617 $631K $30.59 -$117K -2,500 -10.8%
25 AZAO 0.01% 5,000 $181K $36.23 -$10K
26 AZAA 0.01% 5,000 $180K $35.94 -$13K
27 AZBO 0.01% 5,000 $173K $34.51 -$5K
28 AZBL 0.01% 5,000 $169K $33.80 -$6K
29 MART 0.01% 5,000 $163K $32.50 -$6K
30 FEBT 0.01% 5,000 $159K $31.76 -$10K
31 NVBT 0.01% 5,000 $155K $31.01 -$8K
32 SIXO 0.01% 5,000 $154K $30.88 -$8K
33 MARW 0.01% 5,000 $152K $30.42 -$3K
34 DECT 0.01% 5,000 $151K $30.21 -$8K
35 NVBW 0.01% 5,000 $150K $30.05 -$5K
36 FEBW 0.01% 5,000 $149K $29.84 -$6K
37 MAYW 0.01% 5,000 $149K $29.81 -$3K
38 DECW 0.01% 5,000 $147K $29.49 -$5K
39 AUGT 0.01% 5,000 $147K $29.44 -$8K
40 SIXJ 0.01% 5,000 $147K $29.38 -$5K
41 SEPT 0.01% 5,000 $145K $29.06 -$8K
42 JUNW 0.01% 5,000 $145K $28.99 -$5K
43 AUGW 0.01% 5,000 $142K $28.34 -$5K
44 SEPW 0.01% 5,000 $140K $28.06 -$4K
45 SIXF 0.01% 5,000 $137K $27.33 -$4M -153,985 -96.9%
46 SIXP 0.01% 5,000 $134K $26.86 -$5M -176,149 -97.2%
47 SIXD 0.01% 5,000 $129K $25.82 -$3M -122,360 -96.1%
48 AZBA 0.01% 4,000 $126K $31.51 -$5K
49 AZAJ —% 2,500 $85K $34.18 +2,500 NEW
50 AZBJ —% 2,500 $82K $32.61 +2,500 NEW
51 AZAL —% 1,310 $49K $37.19 -$3K

New Positions

SymbolValue% Port
SPBW $14M 0.82%
SPBX $14M 0.82%
SPBU $14M 0.82%
AZAJ $85K —%
AZBJ $82K —%
View SEC EDGAR Filings for Allianz Investment Management U.S. LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms