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CIK: 0001522877
Total reported value
$8.0B
$8.0B
293 檔
23.5%
The Q4 2024 SEC filing reveals that AIA Group Ltd held a total portfolio value of $8.0B, covering 293 public equity positions.
AIA Group Ltd executed strategic sector rebalancing during Q4 2024, establishing 26 new positions while fully exiting 33 holdings and trimming 66 positions.
In terms of portfolio concentration, the top 5 core holdings (including IVV, QLTY, MSFT) accounted for 23.5% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 293 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 26.64% | +2.88% | +34.77% | |
| 2 | QLTY | Gmo U.s. Quality ETF | ETF-Other | 6.29% | +0.68% | +42.71% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 4.45% | +0.73% | +0.05% | |
| 4 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 4.15% | -0.34% | +33.36% | |
| 5 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 3.66% | -0.43% | +246.53% | |
| 6 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.29% | +4.41% | -71.30% | |
| 7 | V | Visa Inc-class A Shares | Stock-Financials | 1.94% | +0.23% | -1.49% | |
| 8 | DE | Deere & Co | Stock-Industrials | 1.93% | +0.19% | -4.31% | |
| 9 | EW | Edwards Lifesciences CORP | Stock-Healthcare | 1.66% | +0.08% | +24.20% | |
| 10 | NVDA | Nvidia CORP | Stock-Tech | 1.43% | +0.40% | +12.46% | |
| 11 | TXN | Texas Instruments Inc | Stock-Tech | 1.41% | +0.32% | -14.94% | |
| 12 | NTRS | Northern Trust CORP | Stock-Financials | 1.37% | +0.06% | -4.41% | |
| 13 | META | Meta Platforms Inc-class A | Stock-Comm Services | 1.32% | -0.31% | +7.35% | |
| 14 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.31% | +0.07% | +58.04% | |
| 15 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.28% | -0.13% | -2.45% | |
| 16 | HD | Home Depot Inc | Stock-Consumer Disc | 1.27% | +0.01% | -11.65% | |
| 17 | SE | Sea Ltd-adr | Stock-Comm Services | 1.26% | — | -18.47% | |
| 18 | AVGO | Broadcom Inc | Stock-Tech | 1.22% | +0.12% | +2.34% | |
| 19 | MAR | Marriott International -cl A | Stock-Consumer Disc | 1.20% | +0.07% | -4.41% | |
| 20 | AAPL | Apple Inc | Stock-Tech | 1.18% | -0.10% | +12.49% | |
| 21 | NOW | Servicenow Inc | Stock-Tech | 1.15% | -0.12% | EXIT | |
| 22 | PLD | Prologis Inc | Stock-Real Estate | 1.08% | -0.05% | +1.87% | |
| 23 | TSLA | Tesla Inc | Stock-Consumer Disc | 1.04% | +0.04% | +27.41% | |
| 24 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.03% | +0.04% | +24.74% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 1.03% | +0.10% | -10.31% | |
| 26 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 1.01% | +0.55% | -10.85% | |
| 27 | BBJP | Jpmorgan Betabuilders Japan | ETF-Other | 1.00% | — | -2.37% | |
| 28 | CL | Colgate-palmolive Co | Stock-Consumer Staples | 0.96% | -0.01% | -4.21% | |
| 29 | DHR | Danaher CORP | Stock-Healthcare | 0.94% | +0.13% | -2.82% | |
| 30 | WY | Weyerhaeuser Co | Stock-Real Estate | 0.85% | +0.09% | +5.70% | |
| 31 | PGR | Progressive CORP | Stock-Financials | 0.80% | -0.01% | -9.97% | |
| 32 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.77% | -0.64% | -0.07% | |
| 33 | IEUR | Ishares Core Msci Europe ETF | ETF-Other | 0.71% | — | -5.63% | |
| 34 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.70% | +0.40% | +220.78% | |
| 35 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.53% | -0.27% | +21.32% | |
| 36 | NFLX | Netflix Inc | Stock-Comm Services | 0.50% | +0.02% | +2.49% | |
| 37 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.50% | +0.12% | +26.13% | |
| 38 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.47% | -0.03% | +7.34% | |
| 39 | SHOP | Shopify Inc - Class A | Stock-Tech | 0.43% | -0.01% | +6.29% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | +0.13% | +10.13% | |
| 41 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 0.39% | -0.08% | +1.07% | |
| 42 | BBAX | Jpmorgan Betabuilders Develo | ETF-Other | 0.39% | -0.32% | EXIT | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.33% | -0.03% | +14.21% | |
| 44 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.32% | -0.18% | +68.50% | |
| 45 | BAC | Bank Of America CORP | Stock-Financials | 0.31% | -0.18% | +38.76% | |
| 46 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.30% | -0.04% | +21.52% | |
| 47 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.29% | +0.10% | +20.66% | |
| 48 | VRTX | Vertex Pharmaceuticals Inc | Stock-Healthcare | 0.29% | +0.01% | -2.83% | |
| 49 | CARR | Carrier Global CORP | Stock-Industrials | 0.28% | — | +0.17% | |
| 50 | CRM | Salesforce Inc | Stock-Tech | 0.25% | -0.13% | +26.72% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IVV | Ishares Core S&p 500 ETF | +5.9% | +34.77% | Add |
| 2 | DIA | Ss Spdr Dow Jones Indus Avg | +2.5% | +246.53% | Add |
| 3 | QLTY | Gmo U.s. Quality ETF | +1.5% | +42.71% | Add |
| 4 | TSLA | Tesla Inc | +0.5% | +27.41% | Add |
| 5 | SHY | Ishares 1-3 Year Treasury Bo | +0.5% | +220.78% | Add |
| 6 | TLT | Ishares 20+ Year Treasury Bd | +0.4% | +33.36% | Add |
| 7 | EW | Edwards Lifesciences CORP | +0.4% | +24.20% | Add |
| 8 | MRK | Merck & Co. Inc. | +0.3% | +58.04% | Add |
| 9 | AMZN | Amazon.com Inc | +0.3% | +24.74% | Add |
| 10 | AVGO | Broadcom Inc | +0.3% | +2.34% | Add |
| 11 | NVDA | Nvidia CORP | +0.2% | +12.46% | Add |
| 12 | BSX | Boston Scientific CORP | +0.2% | +2067.24% | Add |
| 13 | AAPL | Apple Inc | +0.1% | +12.49% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | +68.50% | Add |
| 15 | JPM | Jpmorgan Chase & Co | +0.1% | +21.32% | Add |
| 16 | V | Visa Inc-class A Shares | +0.1% | -1.49% | Trim |
| 17 | SHOP | Shopify Inc - Class A | +0.1% | +6.29% | Add |
| 18 | BAC | Bank Of America CORP | +0.1% | +38.76% | Add |
| 19 | GEV | GE Vernova Inc | +0.1% | NEW | New buy |
| 20 | ANET | Arista Networks Inc | +0.1% | NEW | New buy |
| 21 | BLK | Blackrock Inc | +0.1% | NEW | New buy |
| 22 | NFLX | Netflix Inc | +0.1% | +2.49% | Add |
| 23 | BKNG | Booking Holdings Inc | +0.1% | +21.52% | Add |
| 24 | CRM | Salesforce Inc | +0.1% | +26.72% | Add |
| 25 | NOW | Servicenow Inc | +0.1% | -3.62% | Trim |
| 26 | BA | Boeing Co/the | +0.1% | NEW | New buy |
| 27 | PLTR | Palantir Technologies Inc-a | +0.1% | NEW | New buy |
| 28 | GOOG | Alphabet Inc-cl C | +0.1% | +7.34% | Add |
| 29 | C | Citigroup Inc | +0.1% | +43.88% | Add |
| 30 | GE | General Electric | +0.1% | +85.58% | Add |
| 31 | PEP | Pepsico Inc | +0.1% | +503.09% | Add |
| 32 | CTVA | Corteva Inc | +0.1% | NEW | New buy |
| 33 | CTAS | Cintas CORP | +0.1% | NEW | New buy |
| 34 | LINE | Lineage Inc | +0.1% | NEW | New buy |
| 35 | GOOGL | Alphabet Inc-cl A | +0.1% | -0.07% | Trim |
| 36 | WMT | Walmart Inc | +0.1% | +49.50% | Add |
| 37 | JNJ | Johnson & Johnson | +0.1% | +67.87% | Add |
| 38 | EXC | Exelon CORP | +0.1% | +710.52% | Add |
| 39 | INCY | Incyte CORP | +0.1% | NEW | New buy |
| 40 | PYPL | Paypal Holdings Inc | +0.1% | NEW | New buy |
| 41 | HUBB | Hubbell Inc | +0.1% | NEW | New buy |
| 42 | DELL | Dell Technologies -c | +0.1% | NEW | New buy |
| 43 | CMG | Chipotle Mexican Grill Inc | +0.1% | NEW | New buy |
| 44 | LULU | Lululemon Athletica Inc | +0.1% | NEW | New buy |
| 45 | AMD | Advanced Micro Devices | +0.1% | +320.62% | Add |
| 46 | META | Meta Platforms Inc-class A | 0% | +7.35% | Add |
| 47 | MCD | Mcdonald's CORP | 0% | +64.97% | Add |
| 48 | ORCL | Oracle CORP | 0% | +121.65% | Add |
| 49 | NET | Cloudflare Inc - Class A | 0% | +30.64% | Add |
| 50 | DFSEUR | Discover Financial Services | 0% | NEW | New buy |
According to official SEC Form 13F filings, AIA Group Ltd reported a total U.S. public equity portfolio value of $8.0B across 293 disclosed positions in Q4 2024.
During Q4 2024, AIA Group Ltd's top holdings by market value included IVV (26.6%)、QLTY (6.3%)、MSFT (4.5%). The largest single position, IVV, represented 26.6% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
Top New Position Initiated
GEV
市值: $4.3M
Top Position Liquidated / Trimmed
ANETEUR
前期市值: $6.6M
In Q4 2024, AIA Group Ltd made 196 total portfolio adjustments, initiating 26 new buys, adding to 71 positions, trimming 66 holdings, and fully liquidating 33 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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