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AIA Group LTD is based out of Hong Kong. Their last reported 13F filing for Q4 2022 included $1,640,983,308 in managed 13F securities and a top 10 holdings concentration of 60.07%. AIA Group LTD's largest holding is iShares Core S&P 500 ETF- with shares held of 1,285,030. AIA Group LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 99 13F filings


13F Activity

  • Market Value $1.641 Billion
  • Prior Market Value $1.527 Billion
  • New Purchases29 stocks
  • Additional Purchases178 stocks
  • Sold out of44 stocks
  • Reduced holdings in179 stocks
  • Top 10 Holdings % 60.07 %
  • Turnover % [1]:18.58%
  • Turnover Alt % [2]: 10.36 %
  • Time Held Top20:5.50 quarters
  • Time Held Top10:4.00 quarters
  • Time Held All:5.46 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.


13F Sector Allocation Over Time

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2022-11-14

Performance for Q3 2022: -7.04%
Performance Last 4 Quarters: -17.09%
Performance Metrics
Stdev (5-yrs): Subscription required BETA (5-yrs): Subscription required ALPHA (3-yrs): Subscription required
Max Drawdown (all-years): Subscription required Annualized Perf (3-yrs): Subscription required Batting Avg vs S&P. (3-yrs): Subscription required
Sortino (3-yrs): Subscription required Stutzer (3-yrs): Subscription required Treynor (3-yrs): Subscription required
Sterling (3-yrs): Subscription required Calmar (3-yrs): Subscription required Information Ratio (3-yrs): Subscription required
Tracking Error (3 yrs): Subscription required Stdev Down (3-yrs): Subscription required Winning Months %: Subscription required
Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
Efficiency Ratio (3-yrs): Subscription required Sharpe: Subscription required Stdev Sectors: Subscription required
Skewness (3-yrs): Subscription required Kurtosis (3-yrs): Subscription required Upside Potential (3-yrs): Subscription required

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13F Managers

Subsidiaries/Managers included in latest 13F
AIA Investment Management Private Ltd
AIA Investment Management HK Ltd

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Insider Transactions in the past year


WhaleScore history for AIA GROUP LTD

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