AG
AIA Group Ltd
AIA Group Ltd · Investor
1Y performance ⓘ
+23%
AUM (13F)
$6.9B
# of Holdings
325
3Y performance ⓘ
+60%
vs S&P 500 ⓘ
−12%
Updated
Mar 31
AIA Group Ltd's AIA Group Ltd holds 325 U.S.-equity positions worth $6.9B (SEC 13F, Q1 2026). Top positions: Ishares Tr 22.2%, Gmo Etf Trust 7.2%, Invesco Qqq Tr 7.0%. 13F-replication return is +60% over 3 years (-12 pts vs the S&P 500) — a replicated, non-audited figure.
Holdings
| Stock | % of portfolio | Shares | Value | Latest activity | Avg buy price | Current price | Date |
|---|---|---|---|---|---|---|---|
| IVV Ishares Tr | 22.2% | 2.3M | $1.5B | ▲ 7.4% (+161K) | $411.08 | $747.78 (+82%) | 2026-03-31 |
| QLTY Gmo Etf Trust | 7.2% | 13.8M | $499M | — | $29.70 | $40.93 (+38%) | 2026-03-31 |
| QQQ Invesco Qqq Tr | 7.0% | 828K | $478M | ▼ 15% (−142K) | $468.92 | $737.95 (+57%) | 2026-03-31 |
| IWM Ishares Tr | 6.7% | 1.9M | $462M | ▲ 181% (+1.2M) | $246.16 | $298.18 (+21%) | 2026-03-31 |
| GOOGL Alphabet Inc. Class A Common Stock | 2.4% | 567K | $163M | ▲ 8.5% (+45K) | $103.73 | $349.68 (+237%) | 2026-03-31 |
| MSFT MICROSOFT CORP | 2.3% | 436K | $161M | ▲ 4.9% (+21K) | $288.30 | $367.34 (+27%) | 2026-03-31 |
| META Meta Platforms, Inc. Class A Common Stock | 2.0% | 237K | $135M | ▼ 3.1% (−7K) | $211.94 | $563.85 (+166%) | 2026-03-31 |
| SPY Spdr S&p 500 Etf Tr | 1.7% | 182K | $118M | — | $409.39 | $744.39 (+82%) | 2026-03-31 |
| AAPL Apple Inc. | 1.7% | 457K | $116M | ▲ 5.8% (+25K) | $164.90 | $297.01 (+80%) | 2026-03-31 |
| JNJ Johnson & Johnson | 1.4% | 408K | $100M | ▲ 11% (+41K) | $155.00 | $231.29 (+49%) | 2026-03-31 |
| NVDA NVIDIA CORP | 1.4% | 541K | $94M | ▲ 9.4% (+46K) | $277.77 | $208.65 (−25%) | 2026-03-31 |
| TLT Ishares Tr | 1.3% | 1.0M | $88M | ▼ 5.0% (−53K) | $88.69 | $86.09 (−3%) | 2026-03-31 |
| AMZN Amazon.Com Inc | 1.2% | 394K | $82M | ▼ 5.5% (−23K) | $103.29 | $232.79 (+125%) | 2026-03-31 |
| AVGO Broadcom Inc. Common Stock | 1.2% | 263K | $81M | ▼ 5.6% (−16K) | $641.54 | $392.13 (−39%) | 2026-03-31 |
| SHY Ishares Tr | 1.1% | 890K | $73M | ▲ 19% (+139K) | $81.78 | $81.91 (+0%) | 2026-03-31 |
| IEF Ishares Tr | 1.1% | 764K | $73M | ▲ 21% (+133K) | $96.39 | $94.00 (−2%) | 2026-03-31 |
| JPM JPMorgan Chase & Co. | 0.9% | 202K | $59M | ▲ 38% (+56K) | $130.31 | $331.48 (+154%) | 2026-03-31 |
| V VISA Inc. | 0.8% | 187K | $57M | ▼ 11% (−22K) | $225.46 | $326.60 (+45%) | 2026-03-31 |
| TSM Taiwan Semiconductor Mfg Ltd | 0.8% | 154K | $52M | ▼ 15% (−26K) | $279.29 | $467.67 (+67%) | 2026-03-31 |
| LLY Eli Lilly & Co. | 0.7% | 55K | $51M | ▼ 3.9% (−2K) | $343.42 | $1,102.08 (+221%) | 2026-03-31 |
| ABT Abbott Laboratories | 0.7% | 443K | $45M | ▲ 50% (+147K) | $101.26 | $87.83 (−13%) | 2026-03-31 |
| MRK Merck & Co., Inc. | 0.7% | 376K | $45M | ▼ 1.7% (−7K) | $106.39 | $115.48 (+9%) | 2026-03-31 |
| SE Sea Ltd | 0.7% | 541K | $45M | — | $86.55 | $89.04 (+3%) | 2026-03-31 |
| TMO Thermo Fisher Scientific, Inc. | 0.6% | 87K | $43M | ▼ 6.2% (−6K) | $576.37 | $464.01 (−19%) | 2026-03-31 |
| TSLA Tesla, Inc. | 0.6% | 107K | $40M | ▼ 6.0% (−7K) | $207.46 | $405.05 (+95%) | 2026-03-31 |
| XOM Exxon Mobil Corporation | 0.6% | 231K | $39M | ▲ 109% (+120K) | $117.58 | $138.47 (+18%) | 2026-03-31 |
| BAC Bank of America Corporation | 0.6% | 798K | $39M | ▲ 23% (+147K) | $28.60 | $57.37 (+101%) | 2026-03-31 |
| LRCX Lam Research Corp | 0.6% | 182K | $39M | ▼ 31% (−80K) | $72.23 | $409.54 (+467%) | 2026-03-31 |
| TXN Texas Instruments Incorporated | 0.5% | 191K | $37M | ▼ 19% (−45K) | $186.01 | $332.28 (+79%) | 2026-03-31 |
| PG Procter & Gamble Company | 0.5% | 248K | $36M | ▲ 24% (+49K) | $148.69 | $147.68 (−1%) | 2026-03-31 |
| USB U.S. Bancorp | 0.5% | 645K | $34M | ▼ 8.4% (−59K) | $36.05 | $58.68 (+63%) | 2026-03-31 |
| MU Micron Technology, Inc. | 0.5% | 96K | $32M | ▲ 75% (+41K) | $60.34 | $1,211.38 (+1908%) | 2026-03-31 |
| GE GE Aerospace | 0.5% | 111K | $32M | ▲ 81% (+50K) | $109.85 | $355.12 (+223%) | 2026-03-31 |
| UNH UNITEDHEALTH GROUP INCORPORATED (Delaware) | 0.5% | 116K | $31M | ▼ 9.9% (−13K) | $472.59 | $406.68 (−14%) | 2026-03-31 |
| TJX TJX Companies, Inc. (The) | 0.5% | 196K | $31M | ▲ 21% (+34K) | $78.36 | $164.17 (+110%) | 2026-03-31 |
| DIA Spdr Dow Jones Indl Average | 0.5% | 67K | $31M | ▲ 3140% (+65K) | $423.12 | $517.08 (+22%) | 2026-03-31 |
| MA Mastercard Incorporated | 0.5% | 62K | $31M | ▲ 64% (+24K) | $363.41 | $484.09 (+33%) | 2026-03-31 |
| WFC Wells Fargo & Co. | 0.5% | 386K | $31M | ▲ 19% (+62K) | $37.38 | $83.84 (+124%) | 2026-03-31 |
| CI The Cigna Group | 0.4% | 109K | $29M | ▲ 16% (+15K) | $255.53 | $282.08 (+10%) | 2026-03-31 |
| KO Coca-Cola Company | 0.4% | 381K | $29M | ▼ 7.4% (−30K) | $62.03 | $79.53 (+28%) | 2026-03-31 |
| RTX RTX Corporation | 0.4% | 149K | $29M | ▲ 98% (+74K) | $97.93 | $181.83 (+86%) | 2026-03-31 |
| CVX Chevron Corporation | 0.4% | 135K | $28M | ▲ 16% (+19K) | $163.16 | $175.06 (+7%) | 2026-03-31 |
| CRM Salesforce, Inc. | 0.4% | 143K | $27M | ▼ 25% (−47K) | $199.78 | $150.12 (−25%) | 2026-03-31 |
| COST Costco Wholesale Corp | 0.4% | 27K | $27M | ▲ 2.0% (+517) | $496.87 | $951.35 (+91%) | 2026-03-31 |
| NFLX NetFlix Inc | 0.4% | 277K | $27M | ▲ 57% (+100K) | $345.48 | $72.88 (−79%) | 2026-03-31 |
| KLAC KLA Corporation Common Stock | 0.4% | 17K | $25M | ▼ 5.5% (−990) | $399.17 | $269.16 (−33%) | 2026-03-31 |
| ISRG Intuitive Surgical Inc. | 0.3% | 51K | $24M | ▼ 21% (−14K) | $255.47 | $402.95 (+58%) | 2026-03-31 |
| PFE Pfizer Inc. | 0.3% | 833K | $23M | ▲ 15% (+107K) | $40.80 | $25.08 (−39%) | 2026-03-31 |
| VLO Valero Energy Corporation | 0.3% | 89K | $22M | ▲ 19% (+14K) | $139.60 | $243.78 (+75%) | 2026-03-31 |
| BBAX J P Morgan Exchange Traded F | 0.3% | 366K | $22M | ▼ 1.7% (−6K) | $49.15 | $61.06 (+24%) | 2026-03-31 |
Showing top 50 of 325 holdings by value.
FAQ ▾
What are AIA Group Ltd's largest holdings?
As of the latest 13F: Ishares Tr 22.2%, Gmo Etf Trust 7.2%, Invesco Qqq Tr 7.0%, Ishares Tr 6.7%, Alphabet Inc. Class A Common Stock 2.4%.
How big is AIA Group Ltd's 13F portfolio?
$6.9B across 325 disclosed U.S.-equity positions.
What is AIA Group Ltd's 3-year performance?
+60% (13F-replication, price return), -12 pts vs the S&P 500. Not an audited fund return.
Where does this data come from?
U.S. SEC Form 13F-HR institutional holdings filings.
Sourced from SEC Form 13F-HR filings · Not investment advice ▾
Data as of 2026-03-31 · Methodology
13F-replication (price return, filing-date based) — not an audited fund return.
Published by WealthFile · Not investment advice.
Latest activity = change vs. the prior 13F. Avg buy price = est. entry over the trailing 3 years (gain = vs. latest price). Returns are 13F-replication, not audited fund returns. Sourced from SEC 13F filings.