13F Insight
DOSSIER · 13F-HR · Q1 2026

ALLIANZ SE

ALLIANZ SE's family office based in Omaha, NE — $9.0B in tracked AUM across 797 positions as of Q1 2026.

AS
ALLIANZ SE·Omaha, NE·Family Office
CIK 0001127508 · last filed Mar 31, 2026
Total AUM
$9.0B
▲ 2.9%
vs prior
Holdings
797
—
positions
Whale Score
61
61
tracked
Activity
—
no data
changes this Q
Top sector
Tech
8% weight
concentration
AI Analysis · Q1 2026 · Q1 2026

ALLIANZ SE reported $9.0B in 13F holdings for the quarter ending 2026-03-31, concentrated in etf with leading positions in JAAA, IVV, LQD. Notable moves this quarter: JAAA INCREASED (+$686.6M); MSFT INCREASED ($-20.0M). 9 new positions initiated, 9 closed out, reflecting 59 total changes from the prior quarter.

Quarter at a glance — Q1 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q1 2026.

#HoldingValueSharesWeight
01
JAAA
JANUS DETROIT STR TR
$2.0B40.1M22.4%
02
IVV
ISHARES TR
$1.2B1.8M12.8%
03
LQD
ISHARES TR
$857M7.9M9.5%
04
PAAA
PGIM ETF TR
$543M10.6M6.0%
05
NEM
NEWMONT CORP
$191M1.8M2.1%
06
VCLT
VANGUARD SCOTTSDALE FDS
$181M2.4M2.0%
07
NVDA
NVIDIA CORPORATION
$149M855K1.7%
08
QQQ
INVESCO QQQ TR
$147M255K1.6%
09
AAPL
APPLE INC
$144M566K1.6%
10
MSFT
MICROSOFT CORP
$137M369K1.5%

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