Allianz SE

• AP Artisan Partners Artisan International Fund Quarterly Commentary ↗ Artisan International Fund added to defense and electrification themes, building positions in CSG, Fujikura and Sun Hung Kai Properties while trimming insurance holdings and exiting RELX over AI disintermediation risk. LS Electric, National Grid, LIG Nex1 and Hanwha Aerospace benefited from power-infrastructure demand and higher defense spending, while BFF Bank and UBS faced company-specific pressures. Q1 2026 010120 $20B012450 $34B079550 $9.5B +9

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