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Allianz Annual Report 2012

Analysts’ recommendations A 002 as of 26 February 2013 in % Sell 7 Hold 19 Buy 74 Source: Bloomberg The upward share price trend in 2012 also helped make ­­Allianz shares an attractive investment in the longer term. For example, investors who have held our shares in their portfolio for 10 years and reinvested the dividends in ­Allianz shares will have earned an average annual total shareholder return of 6.2 %. We provide a share calculator for our investors at www.allianz.com/share, allowing them to determine the performance of their ­Allianz investment. www  Share performance Share price development against STOXX Europe 600 Insurance A 004 € 2003 2004 2005 2006 2007 2008 2009 2010 2011 2012 200 175 150 125 100 75 50 25 101.50 40.47 111.15 129.70 89.72 73.87 156.75 111.20 178.64 133.92 145.92 46.64 88.36 48.68 95.43 76.67 108.05 57.47 105.85 70.02  ­Allianz share price    Allianz highs and lows    STOXX Europe 600 Insurance (indexed on the ­Allianz share price) Source: Thomson Reuters Datastream Allianz share performance in comparison A 003 average annual performance in % 1 year 2012 5 years 2008 – 2012 10 years 2003 – 2012 ­Allianz (excl. dividends) 41.8 (6.7) 2.6 ­Allianz (incl. dividends) 49.8 (2.0) 6.2 STOXX Europe 600 Insurance 32.9 (6.8) 1.2 EURO STOXX 50 13.8 (9.7) 1.0 DAX 29.1 (1.2) 10.2 Source: Thomson Reuters Datastream Dividend remains at a high level Based on the strong 2012 performance we continue to pro- pose an attractive dividend of € 4.50 to the Annual General Meeting (AGM). This corresponds to a dividend yield of 4.3 %. The payout ratio, based on net income1 for the year, is 40 %2. 1 Based on net income after non-controlling interests. 2 Dividend sum based on total amount of shares. Actual dividend payment will be reduced by the dividend amount attributable to treasury shares. Annual Report 2012    Allianz Group A To Our Investors 35 Letter to the Investors 40 Supervisory Board Report 49 Supervisory Board 50 Board of Management 53 International Executive Committee 54 Allianz Share 59 Services for Allianz Investors 55

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