Business description: Allianz SE

Allianz SE is one of the world's largest insurance companies. The group also develops banking activity. Revenues break down by activity as follows:

- non-life insurance (71%);

- life and health insurance (21.5%);

- asset management (7.5%): EUR 2,512 billion of assets managed at the end of 2025.

Number of employees: 138,378

Sales by Activity: Allianz SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

Property-Casualty

57.97B 64.45B 71.79B 77.66B 78.13B

Life/Health

48.38B 39.22B 45.28B 24.34B 25.55B

Asset Management

10.62B 10.37B 3.13B 8.35B 8.61B

Unallocated Reclassification of Variances and Restructuring Expenses

- - - 776M 473M

Unallocated Further Reclassifications Related to Insurance Contracts

- - - - 168M

Consolidation

-2.87B -3.81B -90M -319M -354M

Corporate and Other

3.21B 4.39B -473M -209M -219M

Geographical breakdown of sales: Allianz SE

Fiscal Period: December 2021 (EUR) 2022 (EUR) 2023 (EUR) 2024 (EUR) 2025 (EUR)

German Speaking Countries and Central Europe

47.58B 47.37B - 30.46B 32.88B

Global Insurance Lines, Anglo Markets, Iberia, Latin America, Africa

27.65B 31.5B - 31.52B 31.98B

Western & Southern Europe, Allianz Direct, Allianz Partners

- 41.31B - 28.02B 29.38B

Asia Pacific

- - - 8.96B 9.5B

USA

13.21B 15.1B - 2.67B 2.81B

Iberia & Latin America

- 6.92B - - -

Asia Pacific and Greece

- 8.9B - - -

Corporate and Other

289M 306M - - -

Unallocated

8.4B 8.23B - - -

Iberia & Latin America and Allianz Partners

13.7B - - - -

Western & Southern Europe and Asia Pacific

44.12B - - - -

Consolidation and Other

-6.44B -6.96B - -3.95B -3.92B

Executive Committee: Allianz SE

Manager TitleAgeSince
Chief Executive Officer 61 06/05/2015
Director of Finance/CFO 51 31/12/2023
Chief Operating Officer 57 31/12/2020
Investor Relations Contact - 30/11/2004
Corporate Officer/Principal 54 31/12/2021

Composition of the Board of Directors: Allianz SE

Director TitleAgeSince
Director/Board Member 66 08/05/2012
Director/Board Member 63 31/07/2015
Director/Board Member 55 02/05/2017
Director/Board Member 61 31/07/2018
Director/Board Member 58 31/08/2018
Director/Board Member 62 03/05/2022
Director/Board Member 59 03/05/2022
Director/Board Member 57 07/05/2024
Chairman 67 06/05/2026
Director/Board Member 50 07/08/2024

Shareholders: Allianz SE

NameEquities%Valuation
Goldman Sachs Asset Management BV
0.2055 %
781,600 0.2055 % 357 M €
Goldman Sachs Asset Management International
0.1531 %
582,518 0.1531 % 266 M €
Sjunde AP-fonden
0.1499 %
570,111 0.1499 % 260 M €
State Street Global Advisors Ltd.
0.1415 %
538,151 0.1415 % 246 M €
Capfi Delen Asset Management NV
0.1236 %
470,070 0.1236 % 215 M €
NameEquities%Valuation
Sit Investment Associates, Inc.
0.003639 %
138,434 0.003639 % 6 M €
RhumbLine Advisers LP
0.002708 %
103,005 0.002708 % 5 M €
Great Lakes Advisors LLC
0.001374 %
52,283 0.001374 % 2 M €
Ativo Capital Management LLC
0.001083 %
41,216 0.001083 % 2 M €
Sterling Capital Management LLC
0.000737 %
28,051 0.000737 % 1 M €

Holdings: Allianz SE

NameEquities%Valuation
3,228,914 99.7% 1 114 M $
115,362,295 62.61% 601 M $
190,736,046 49% 225 M $
18,365,748 5.41% 112 M $
176,699 0.05% 81 M $
16,348,893 4.3% 64 M $
6,756,884 6.18% 63 M $
714,394 2.89% 14 M $

Company details: Allianz SE

Allianz SE

Königinstrasse 28

80802, Munich

+49 89 3800 0

http://www.allianz.com
address Allianz SE(ALV)

Group companies: Allianz SE

NameCategory and Sector
Property/Casualty Insurance
Property/Casualty Insurance
Multi-Line Insurance
Allianz Côte d'Ivoire Assurances SA
Insurance Brokers/Services

Other Multiline Insurance & Brokers

Change 5d. change 1-year change 3-years change Capi.($)
+0.81%+3.60%+10.90%+81.72% 168B
-0.53%+3.91%+12.47%+63.23% 128B
+0.21%+1.85%-2.18%+33.94% 108B
-1.62%+2.66%-29.21%-9.50% 80.01B
+1.24%+3.06%+4.18%+91.90% 37.01B
+0.92%+5.50%-4.29%+118.95% 32.4B
-0.18%+2.45%+14.36%+69.98% 27.31B
0.00%-3.28%+27.97%+317.64% 17.55B
+0.12%-0.15%+14.64%+63.27% 15.73B
+1.74%+0.79%+2.85%+58.31% 14.86B
Average +0.27%+2.13%+5.17%+88.94% 62.89B
Weighted average by Cap. +0.09%+3.46%+3.22%+65.71%
Trader
Investor
-
Global
-
Quality
ESG MSCI
AAA
Sell
Consensus
Buy
Mean consensus
OUTPERFORM
Number of Analysts
18
Last Close Price
385.70EUR
Average target price
403.90EUR
Spread / Average Target
+4.72%

Quarterly revenue - Rate of surprise