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Upturn AI SWOT - About
AllianzIM U.S. Large Cap Buffer10 Jul ETF (AZAL)
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Upturn Advisory Summary
08/13/2025: AZAL (1-star) has a low Upturn Star Rating. Not recommended to BUY.
Upturn Star Rating
Not Recommended Performance
These Stocks/ETFs, based on Upturn Advisory, consistently fall short of market performance, signaling caution before investing.
Analysis of Past Performance
Type ETF | Historic Profit 24.81% | Avg. Invested days 68 | Today’s Advisory Consider higher Upturn Star rating |
Upturn Star Rating | Upturn Advisory Performance  5.0 | ETF Returns Performance  4.0 |
| Profits based on simulation | Last Close 08/13/2025 |
Key Highlights
Volume (30-day avg) - | Beta - | 52 Weeks Range 34.54 - 41.60 | Updated Date 06/30/2025 |
52 Weeks Range 34.54 - 41.60 | Updated Date 06/30/2025 |
Upturn AI SWOT
AllianzIM U.S. Large Cap Buffer10 Jul ETF
ETF Overview
Overview
The AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULB) seeks to provide investment results that correspond to the performance of the S&P 500 Price Return Index, up to a predetermined upside cap, while buffering investors against the first 10% of losses over a one-year period. It utilizes a flexible options strategy.
Reputation and Reliability
Allianz Investment Management LLC is a well-established asset manager with a global presence.
Management Expertise
Allianz has a dedicated team of investment professionals with expertise in options strategies and ETF management.
Investment Objective
Goal
To provide buffered exposure to the S&P 500, protecting against the first 10% of losses while limiting upside potential over a defined period.
Investment Approach and Strategy
Strategy: The ETF employs a defined outcome strategy using FLEX Options to create a buffer against market declines and a cap on potential gains.
Composition The ETF primarily holds FLEX Options on the S&P 500 Index. Cash holdings are also a significant component to facilitate option strategy implementation.
Market Position
Market Share: Data not available. AUM is the only available metric
Total Net Assets (AUM): 295622500
Competitors
Key Competitors
- Innovator U.S. Equity Buffer ETF - July (IJUL)
- First Trust Cboe Vest U.S. Equity Buffer ETF - July (JULY)
Competitive Landscape
The competitive landscape consists of other defined outcome ETFs offering buffered exposure to the S&P 500 with varying buffer levels, caps, and underlying strategies. JULB's advantage lies in Allianz's experience and brand recognition, while disadvantages may include higher costs or less favorable outcome parameters compared to peers.
Financial Performance
Historical Performance: Data not available. Historical performance requires a specific time horizon analysis, which is unavailable.
Benchmark Comparison: The ETF's performance is compared to the S&P 500 Price Return Index, with adjustments for the buffer and cap.
Expense Ratio: 0.79
Liquidity
Average Trading Volume
The average trading volume of JULB indicates moderate liquidity, suggesting relatively easy buying and selling for typical investors.
Bid-Ask Spread
The bid-ask spread for JULB is typically tight, suggesting efficient trading and low transaction costs.
Market Dynamics
Market Environment Factors
Market dynamics are influenced by overall economic conditions, interest rates, and investor sentiment, with volatility affecting the pricing of options and the attractiveness of defined outcome strategies.
Growth Trajectory
The ETF's growth is dependent on investor demand for defined outcome strategies and the attractiveness of its buffer and cap levels. Changes to strategy and holdings are made to optimize option execution and outcome delivery.
Moat and Competitive Advantages
Competitive Edge
JULB's competitive edge is derived from Allianz's expertise in managing complex options strategies and its established brand reputation. The ETF offers a well-defined risk management tool for investors seeking downside protection and controlled upside exposure. The flexibility to utilize FLEX Options allows for a precise tailoring of outcome parameters. Allianz's distribution network can also contribute to the ETF's growth and market presence.
Risk Analysis
Volatility
JULB's historical volatility should be lower than that of the S&P 500 due to the buffer strategy, but its returns are capped.
Market Risk
The primary market risk is the performance of the S&P 500, as the ETF's returns are tied to the index. The defined outcome strategy also introduces risks related to options pricing and execution.
Investor Profile
Ideal Investor Profile
The ideal investor is risk-averse, seeks downside protection, and is comfortable with limited upside potential. This ETF is suitable for investors approaching retirement, those in volatile markets, or those managing sequence of returns risk.
Market Risk
JULB is best suited for investors who want to limit downside risk but are willing to forgo some potential gains; thus more appropriate for long-term investors or those with specific risk management needs.
Summary
The AllianzIM U.S. Large Cap Buffer10 Jul ETF (JULB) offers a defined outcome strategy providing buffered exposure to the S&P 500. It aims to protect against the first 10% of losses while capping upside potential. Its suitability is for risk-averse investors seeking downside protection and controlled upside exposure. The ETF uses FLEX Options and is managed by Allianz Investment Management.
Peer Comparison
Sources and Disclaimers
Data Sources:
- Allianz Global Investors Website
- ETF.com
- Morningstar
Disclaimers:
The data and analysis provided are for informational purposes only and should not be considered investment advice. Investment decisions should be based on individual circumstances and consultation with a qualified financial advisor. Market share data may not be available or current.
AI Summarization is directionally correct and might not be accurate.
Summarized information shown could be a few years old and not current.
Fundamental Rating based on AI could be based on old data.
AI-generated summaries may have inaccuracies (hallucinations). Please verify the information before taking action.
About AllianzIM U.S. Large Cap Buffer10 Jul ETF
Exchange NYSE ARCA | Headquaters - | ||
IPO Launch date - | CEO - | ||
Sector - | Industry - | Full time employees - | Website |
Full time employees - | Website | ||
The S&P 500 Price Index is a large-cap, market-weighted, U.S. equities index that tracks the price (excluding dividends) of the leading companies that reflect the industries of the U.S. economy and is often considered a proxy for the stock market in general. The fund seeks to achieve its objective by buying and selling call and put FLEX Options that reference the S&P 500 Price Index. It is non-diversified.
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