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Interim Report Third Quarter 2012

Allianz at a Glance 1 | Total revenues comprise statutory gross premiums written in Property-Casualty and Life/Health, operating revenues in Asset Management and total revenues in Corporate and Other (Banking). 2 | The Allianz Group uses operating profit as a key financial indicator to assess the performance of its business segments and the Group as a whole. 3 | The ­Allianz Group operates and manages its activities through four segments: Property-Casualty, Life/Health, Asset Management and Corporate and Other. For further information, please refer to note 4 to our condensed consolidated interim financial statements. 4 | 2011 figures as of 31 December 2011. Three months ended 30 September Nine months ended 30 September 2012 2011 Change from previous year 2012 2011 Change from previous year More details on page INCOME STATEMENT Total revenues 1 € mn 25,207 24,070 4.7 % 80,456 78,549 2.4 % ▶ 3 Operating profit 2 € mn 2,532 1,906 32.8 % 7,226 5,866 23.2 % ▶ 4 Net income € mn 1,437 258 457.0 % 4,202 2,244 87.3 % ▶ 6 SEGMENTS3 Propert y-Casualt y Gross premiums written € mn 11,392 10,832 5.2 % 36,915 35,277 4.6 % ▶ 12 Operating profit 2 € mn 1,159 1,111 4.3 % 3,460 3,103 11.5 % ▶ 14 Combined ratio % 96.3 97.6 (1.3) pts 96.6 97.9 (1.3) pts ▶ 15 Life/Health Statutory premiums € mn 11,912 11,806 0.9 % 38,472 39,054 (1.5) % ▶ 23 Operating profit 2 € mn 822 520 58.1 % 2,469 1,901 29.9 % ▶ 25 Margin on reserves bps 74 50 24 76 62 14 ▶ 25 Asset Management Operating revenues € mn 1,845 1,326 39.1 % 4,781 3,902 22.5 % ▶ 32 Operating profit 2 € mn 849 537 58.1 % 2,097 1,593 31.6 % ▶ 33 Cost-income ratio % 54.0 59.5 (5.5) pts 56.1 59.2 (3.1) pts ▶ 33 Corpor ate and Other Total revenues € mn 142 129 10.1 % 438 417 5.0 % ▶ 3 Operating result 2 € mn (272) (233) (16.7) % (747) (661) (13.0) % ▶ 36 Cost-income ratio (Banking) % 91.0 96.9 (5.9) pts 85.2 92.5 (7.3) pts ▶ 84 Balance Sheet Total assets as of 30 September 4 € mn 687,981 641,472 7.3 % 687,981 641,472 7.3 % ▶ 42 Shareholders’ equity as of 30 September 4 € mn 51,915 44,915 15.6 % 51,915 44,915 15.6 % ▶ 41 Non-controlling interests as of 30 September 4 € mn 2,513 2,338 7.5 % 2,513 2,338 7.5 % ▶ 41 Share Information Basic earnings per share € 2.97 0.43 590.7 % 8.73 4.55 91.9 % ▶ 106 Diluted earnings per share € 2.94 0.34 764.7 % 8.68 4.42 96.4 % ▶ 106 Share price as of 30 September 4 € 92.59 73.91 25.3 % 92.59 73.91 25.3 % ▶ 1 Market capitalization as of 30 September 4 € mn 42,156 33,651 25.3 % 42,156 33,651 25.3 % ▶ – Other Data Total assets under management as of 30 September 4 € bn 1,827 1,657 10.3 % 1,827 1,657 10.3 % ▶ 31 thereof: Third-party assets under management as of 30 September 4 € bn 1,419 1,281 10.8 % 1,419 1,281 10.8 % ▶ 31

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