German insurance with stable cash flows; European political signal environment declining post-electoral cycle. Insurance model insulated from banking rate stress.
Thesis reviewed May 29, 2026
Allianz SE is headquartered in Germany, which is currently showing moderate signals.
π©πͺGermany62NEUTRALView Germany risk detail βπ¦Financials100NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| GGAL | Grupo Financiero Galicia S.A. | 90 | +13% | β54% | ENTRY |
| MELI | MercadoLibre | 90 | -14% | β54% | AVOID |
| BBAR | BBVA Banco BBVA Argentina SA | 90 | +21% | β54% | ENTRY |
| BBD | Banco Bradesco S.A. (preferred ADR) | 90 | +5% | β54% | NEUTRAL |
| VIV | Telefonica Brasil (Vivo) | 90 | +8% | β54% | ENTRY |
| UBS | UBS Group AG | 90 | +17% | β54% | ENTRY |
| CIB | Bancolombia S.A. | 90 | +9% | β54% | NEUTRAL |
Investors who hold ALIZY may also have indirect exposure through these country funds.
Allianz raises operating profit guidance on P&C pricing and asset management flows
Pimco fixed income AUM returns to growth after multi-year outflows
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jul 9, 24 | +67.3% |
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +72.2% |