American Assets Investment Management, LLC - Portfolio overview

American Assets Investment Management, LLC has 148 reported holdings in this dataset, with the latest filing dated 2026-05-11.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Financial Services and Energy.

Largest reported holdings by portfolio allocation

1. WFC - WELLS FARGO & CO, 5.06%
2. BAC - BANK AMERICA CORP, 4.81%
3. XOM - EXXON MOBIL CORP, 4.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

Explore securities or join Upside Invest to compare portfolios.