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AIA Group LTD is based out of Hong Kong. Their last reported 13F filing for Q2 2023 included $2,065,571,302 in managed 13F securities and a top 10 holdings concentration of 57.53%. AIA Group LTD's largest holding is iShares Core S&P 500 ETF- with shares held of 1,349,058. AIA Group LTD has met the qualifications for inclusion in our WhaleScore system. Whalewisdom has at least 101 13F filings


13F Activity

  • Market Value $2.066 Billion
  • Prior Market Value $1.844 Billion
  • New Purchases120 stocks
  • Additional Purchases136 stocks
  • Sold out of195 stocks
  • Reduced holdings in56 stocks
  • Top 10 Holdings % 57.53 %
  • Turnover % [1]:99.37%
  • Turnover Alt % [2]: 9.67 %
  • Time Held Top20:7.40 quarters
  • Time Held Top10:4.70 quarters
  • Time Held All:4.84 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

Fund Metrics

You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for AIA GROUP LTD

Portfolio Analysis


Q2 2023:

Consistent Across Past 12 Quarters:

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Type of 13F Disclosure 13F Holdings Report
% of holdings ETF 1.27
% of top 20 holdings the same as top 20 most commonly held by all managers 25.0%
min max mean median min max mean median
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Sector Allocation 0.046% ( ) 46.555% (FINANCE) 7.692% 4.007% 1.603% (CONSUMER STAPLES) 60.196% (FINANCE) 12.5% 3.605%

Risk/Reward Analysis

Portfolio Market Cap Analysis

Portfolio Performance

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-08-14

Performance for Q2 2023: 6.4%
Performance Last 4 Quarters: 14.57%
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
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Losing Months %: Subscription required Best 12 Months: Subscription required Worst 12 Months: Subscription required
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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

Active Schedule 13D and 13G events

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Insider Transactions in the past year


WhaleScore history for AIA GROUP LTD

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