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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $40.7B AUM 493 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 401 Added 72 Reduced 38 Exited
Page 11 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 BDX BECTON DICKINSON & CO Healthcare 198,427.0 $26.3M 0.07% +53K +36.3% $132.36 +45.1%
202 XYL XYLEM INC Industrials 253,329.0 $26.2M 0.06% +32K +14.4% $103.39 +9.7%
203 AMP AMERIPRISE FINL INC Financial Services 64,081.0 $25.7M 0.06% +17K +36.2% $401.26 +38.5%
204 VTR VENTAS INC Real Estate 329,013.0 $25.6M 0.06% +92K +39.0% $77.67 +19.8%
205 BLOCK INC 382,902.0 $25.5M 0.06% +106K +38.2% $66.47
206 VRSN VERISIGN INC Technology 114,679.0 $25.2M 0.06% +8K +7.2% $220.03 +28.1%
207 MSCI MSCI INC Financial Services 51,387.0 $25.2M 0.06% +13K +34.3% $489.85 +15.0%
208 AWK AMERICAN WTR WKS CO INC NEW Utilities 214,629.0 $24.7M 0.06% +26K +13.5% $115.09 +17.6%
209 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 280,285.0 $24.5M 0.06% +28K +10.9% $87.53 +23.4%
210 PYPL PAYPAL HLDGS INC Financial Services 647,327.0 $24.4M 0.06% +176K +37.4% $37.77 +63.0%
211 SYY SYSCO CORP Consumer Defensive 331,309.0 $24.2M 0.06% +90K +37.3% $73.10 +15.0%
212 AIG AMERICAN INTL GROUP INC Financial Services 370,517.0 $24.2M 0.06% +99K +36.7% $65.19 +16.8%
213 VRSK VERISK ANALYTICS INC Industrials 151,893.0 $23.9M 0.06% +18K +13.6% $157.03 +19.4%
214 PCG PG&E CORP Utilities 1,611,034.0 $23.7M 0.06% +406K +33.7% $14.71 +19.6%
215 RJF RAYMOND JAMES FINL INC Financial Services 176,801.0 $23.5M 0.06% +32K +21.8% $132.97 +31.8%
216 CINF CINCINNATI FINL CORP Financial Services 143,720.0 $23.3M 0.06% +23K +19.0% $161.93 +3.9%
217 COIN COINBASE GLOBAL INC Financial Services 181,886.0 $23.3M 0.06% +41K +29.4% $127.87 +45.8%
218 WEC WEC ENERGY GROUP INC Utilities 225,342.0 $23.0M 0.06% +62K +37.7% $102.13 +3.8%
219 A AGILENT TECHNOLOGIES INC Healthcare 197,371.0 $22.9M 0.06% +53K +36.8% $116.18 +36.8%
220 PRU PRUDENTIAL FINL INC Financial Services 242,547.0 $22.9M 0.06% +65K +37.0% $94.40 +28.3%
Page 11 of 21  ·  401 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 42.0%
Financial Services 16.2%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 7.5%
Consumer Defensive 5.4%
Communication Services 2.8%
Utilities 2.4%
Real Estate 2.0%
Basic Materials 1.6%