Home / Leaderboard / Allianz SE
Allianz SE
Oliver Bäte · Bank/Insurer · Multi-Strategy
Allianz SE, headquartered in Munich, Germany, is one of the world's leading insurers and asset managers, with a history dating back to 1890. The company provides a comprehensive range of insurance and fund management products to over 125 million customers in more than 70 countries. Allianz operates through several primary business segments, including Property-Casualty, Life/Health, and Asset Management. Its asset management division is anchored by two major global entities, PIMCO and Allianz Global Investors, which manage trillions in assets for third-party investors and Allianz's own insurance portfolios. The firm is recognized for its strong capital position, global reach, and long-standing focus on risk-weighted returns and sustainable investment practices.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +0.7% |
| YTD return | +24.5% |
| Sharpe ratio | 0.51 |
| Win rate | 40% |
| AUM | $0.3B |
| Inception | Oct 1, 2025 |
| Updated | Sep 21, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $0.3B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.allianz.com |
Current Holdings
Updated on Sep 21, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| SCCTY | Scout24 AG | 97.1% | 0.0% |
| VOD | Vodafone Group PLC ADR | 1.9% | +34.3% |
| KGFHY | Kingfisher PLC ADR | 0.6% | -0.0% |
| PHGPY | Pets at Home Group Plc | 0.4% | 0.0% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Sep 21, 2026 | SELL | VOD | 1.9% → 1.9% |
| Sep 21, 2026 | SELL | KGFHY | 0.7% → 0.6% |
| Sep 21, 2026 | BUY | SCCTY | 97.1% → 97.1% |
| Sep 21, 2026 | BUY | PHGPY | 0.4% → 0.4% |
| May 11, 2026 | BUY | VOD | 1.6% → 1.9% |
Investment Style Analysis
Allianz SE is widely recognized for employing a Multi-Strategy strategy. As of Sep 21, 2026, the firm oversees approximately $0.3B in assets under management (AUM). The portfolio demonstrates a clear preference for the Internet Content & Information and Telecom Services sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Sep 21, Allianz SE made a significant move by reducing the position in VOD. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Allianz SE follows a long-term investment philosophy centered on capital preservation, risk-adjusted returns, and strategic diversification. As a major insurance provider, the firm emphasizes Asset-Liability Management (ALM) to ensure that its investment portfolio effectively matches its future insurance obligations. The strategy involves a balanced mix of high-quality fixed income securities, global equities, real estate, and alternative assets. Allianz is also a pioneer in ESG integration, systematically incorporating environmental, social, and governance factors into its investment decisions to mitigate long-term risks and identify sustainable growth opportunities. Its active management approach, primarily executed through its specialized subsidiaries, aims to outperform benchmarks through deep fundamental research and global market insights.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Allianz SE.
Similar Investment Style
Based on Multi-Strategy.
- Sandoz Family Office SA — Marc Duc · 3M -6.5%
- BB Gestão de Recursos - Distribuidora de Títulos e Valores Mobiliários S.A. — Denísio Liberato · 3M +6.1%
- Wolverine Trading, LLC — Robert Bellick · 3M +3.9%
- Amundi Asset Management US, Inc. — Marco Pirondini · 3M -0.4%
Frequently asked questions
How is the simulated portfolio for Allianz SE constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Allianz SE's largest holding?
As of the latest filing, Allianz SE's top position is Scout24 AG (SCCTY), representing 97.1% of the portfolio. This reflects a high-conviction bet by the institution.
What is Allianz SE's historical performance and risk profile?
Our simulation indicates a total return of +0.7% with a win rate of 40%. Notably, the portfolio maintains a Sharpe Ratio of 0.51, suggesting an standard level of risk-adjusted returns compared to the broader market.
What sectors does Allianz SE primarily invest in?
Allianz SE has a strong preference for the Internet Content & Information sector, which makes up 97.1% of their disclosed assets. The portfolio also has exposure to Telecom Services, indicating a specific thematic focus.
Is Allianz SE's portfolio concentrated or diversified?
Allianz SE runs a highly concentrated portfolio with 4 disclosed positions. The top 3 holdings alone account for 99.6% of the total portfolio weight, suggesting a strategy that favors deep research into a few key names.
How has Allianz SE performed in 2026?
Our AI-simulated model portfolio for Allianz SE tracks a Year-to-Date (YTD) return of +24.5%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Oliver Bäte manage Allianz SE directly?
Yes, Oliver Bäte serves as the key portfolio manager for Allianz SE, overseeing the investment strategy and final capital allocation decisions.