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Asset Manager ← All Institutions

Allianz Investment Management U.S. LLC

Q2 2025 · Filed 2025-08-12
Market Value
$2.3B
+28.4%
Holdings
51
New Purchases
0
Added To
1
Closed
0
Reduced
9
Top 10 Concentration
97.5%
Turnover
0.0%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
JAAA 42.00% 22.09% +19.92% $950M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
LQD 38.12% 52.62% -14.50% $862M
VCLT 8.11% 10.05% -1.94% $183M
IGLB 3.60% 4.46% -0.86% $81M
EMNT 1.09% 1.39% -0.31% $25M
VWOB 1.09% 1.35% -0.26% $25M
HYG 1.07% 1.33% -0.26% $24M
OWNS 0.95% 1.20% -0.26% $21M
SPBW 0.61% 0.82% -0.21% $14M
PRFD 0.81% 1.01% -0.20% $18M
SPBU 0.62% 0.82% -0.20% $14M
SPBX 0.63% 0.82% -0.19% $14M
FLJJ 0.06% 0.25% -0.18% $1M
FLAO 0.15% 0.28% -0.13% $3M
SIXZ 0.05% 0.18% -0.13% $1M
ANGL 0.32% 0.40% -0.07% $7M

Sector Allocation Over Time

Market Cap Concentration

TierHoldingsValueWeight
Large Cap 7 $1.8B 81.6%
Mid Cap 4 $297M 13.1%
Small Cap 4 $2M 0.1%
Micro Cap 36 $117M 5.2%

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 JAAA 42.00% 18,710,500 $950M $50.75 $561M +10,991,000 +142.4%
2 LQD 38.12% 7,862,205 $862M $109.61 -$65M -853,250 -9.8%
3 VCLT 8.11% 2,416,012 $183M $75.90 $6M
4 IGLB 3.60% 1,622,000 $81M $50.21 $3M
5 VWOB 1.09% 377,100 $25M $65.35 $852K
6 EMNT 1.09% 249,000 $25M $98.77 $45K
7 HYG 1.07% 300,000 $24M $80.65 $795K
8 OWNS 0.95% 1,248,751 $21M $17.13 $234K
9 PRFD 0.81% 360,000 $18M $50.97 $536K
10 SPBX 0.63% 550,540 $14M $25.87 -$191K -50,000 -8.3%
11 SPBU 0.62% 540,632 $14M $26.01 -$328K -65,000 -10.7%
12 SPBW 0.61% 529,580 $14M $26.00 -$700K -70,000 -11.7%
13 ANGL 0.32% 248,042 $7M $29.28 $305K
14 SPIB 0.26% 174,122 $6M $33.58 $118K
15 FLAO 0.15% 122,280 $3M $27.38 -$2M -67,500 -35.6%
16 IGSB 0.08% 33,144 $2M $52.76 $24K
17 FLJJ 0.06% 48,511 $1M $30.27 -$3M -110,000 -69.4%
18 SIXZ 0.05% 40,780 $1M $28.40 -$2M -76,500 -65.2%
19 IGIB 0.05% 19,597 $1M $53.29 $31K
20 MINT 0.04% 9,838 $989K $100.53 $2K
21 HYS 0.04% 9,977 $948K $95.01 $29K
22 CORP 0.04% 9,000 $876K $97.31 $21K
23 AZAO 0.01% 5,000 $201K $40.14 $20K
24 AZAA 0.01% 5,000 $196K $39.27 $17K
25 AZBL 0.01% 5,000 $186K $37.17 $17K
26 AZBO 0.01% 5,000 $185K $37.01 $13K
27 MART 0.01% 5,000 $180K $35.91 $17K
28 FEBT 0.01% 5,000 $176K $35.10 $17K
29 MAYT 0.01% 5,000 $174K $34.85 -$513K -16,802 -77.1%
30 NVBT 0.01% 5,000 $172K $34.34 $17K
31 JUNT 0.01% 5,000 $170K $34.05 -$460K -15,617 -75.8%
32 DECT 0.01% 5,000 $167K $33.39 $16K
33 SIXO 0.01% 5,000 $166K $33.11 $11K
34 AUGT 0.01% 5,000 $164K $32.84 $17K
35 MARW 0.01% 5,000 $163K $32.53 $11K
36 NVBW 0.01% 5,000 $161K $32.22 $11K
37 SEPT 0.01% 5,000 $161K $32.20 $16K
38 MAYW 0.01% 5,000 $161K $32.16 $12K
39 SIXJ 0.01% 5,000 $160K $32.01 $13K
40 FEBW 0.01% 5,000 $160K $31.95 $11K
41 JUNW 0.01% 5,000 $159K $31.86 $14K
42 DECW 0.01% 5,000 $158K $31.60 $11K
43 AUGW 0.01% 5,000 $153K $30.68 $12K
44 SEPW 0.01% 5,000 $151K $30.17 $11K
45 SIXF 0.01% 5,000 $148K $29.61 $11K
46 SIXP 0.01% 5,000 $146K $29.26 $12K
47 SIXD 0.01% 5,000 $137K $27.44 $8K
48 AZBA 0.01% 4,000 $133K $33.36 $7K
49 AZAJ —% 2,500 $94K $37.78 $9K
50 AZBJ —% 2,500 $87K $34.93 $6K
51 AZAL —% 1,310 $55K $41.75 $6K
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