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Event File AI Generative AI Active ETFs

Allianz Global Investors Taiwan Launches First Overseas Active ETF Focused on U.S. AI and Chips

1 reports · First detected 2026-05-06 · Last active 2026-05-06

Generative AI is fueling demand for data centers, advanced chips and cloud computing, while U.S. technology companies remain at the heart of global supply chains. Allianz Global Investors Taiwan is making its first foray into overseas active ETFs, aiming to use manager-led stock selection to target technology leaders with free cash flow, competitive moats and long-term growth potential. The approach is intended to reduce the concentration risk that can arise from simply tracking an index.

The firm has launched the Allianz U.S. Technology Leaders Active ETF (00402A), with fundraising scheduled to begin on May 22. Its investment themes include generative AI, semiconductors and related upstream and downstream supply chains. Stock selection will not rely solely on conventional price-to-earnings ratios. The fund will also assess corporate cash flow, industry position and the sustainability of earnings, actively adjusting its portfolio accordingly.

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1 original reports
FINANCE.TECHNEWS.TW 2026-05-06
拋開老派 PE 估值！安聯美國科技領航主動式 ETF 自 5/22 開募

The Backstory

The history behind this event
AllianceBernstein Lists First Active Taiwan Equity ETF, Targeting AI and Chip Supply Chains2026-06-09 · 1 reports · similarity 0.82

AllianceBernstein Investments has launched its first actively managed Taiwan equity ETF, the AB Taiwan Momentum Income 50 Active ETF (00404A). The fund selects stocks actively instead of simply tracking an index, with more than 80% allocated to technology shares. It targets AI chips, servers, thermal management and semiconductor supply chains, seeking long-term returns from the middle phase of the AI industry's growth cycle.

00404A formally listed on July 20, 2026. Its portfolio centers on Taiwan's technology supply chain, with the management team dynamically adjusting holdings to capture AI-related opportunities in the second half of the year. AllianceBernstein Investments believes Taiwan's equity bull market still has room to run. However, available information does not disclose the amount raised, the listing price or the fund's actual holdings.

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