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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 14 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 FTS FORTIS INC Utilities 350,154.0 $17.5M 0.04% +98K +38.7% $50.09 +9.6%
262 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 311,872.0 $17.5M 0.04% +56K +21.9% $55.99 +33.6%
263 WDAY WORKDAY INC Technology 162,480.0 $17.4M 0.04% +36K +28.1% $107.08 +86.8%
264 KGC KINROSS GOLD CORP Basic Materials 840,065.0 $17.4M 0.04% +221K +35.7% $20.70 +58.2%
265 SSNC SS&C TECH HLDGS Technology 318,934.0 $17.3M 0.04% +20K +6.8% $54.27 +52.8%
266 EIX EDISON INTL Utilities 265,559.0 $17.3M 0.04% +74K +38.3% $65.12 +9.9%
267 FICO FAIR ISAAC CORP Technology 16,492.0 $17.2M 0.04% +4K +37.1% $1045.03 +12.2%
268 DG DOLLAR GEN CORP Consumer Defensive 170,519.0 $17.2M 0.04% +38K +29.1% $100.68 +22.6%
269 HUBB HUBBELL INC Industrials 36,870.0 $16.9M 0.04% +10K +39.0% $457.62 +2.7%
270 ZM ZOOM COMMUNICATIONS INC Technology 222,772.0 $16.8M 0.04% +43K +23.7% $75.49 +42.3%
271 SNA SNAP ON INC Industrials 47,711.0 $16.8M 0.04% +8K +20.5% $351.96 +11.8%
272 VEEV VEEVA SYS INC Healthcare 108,032.0 $16.8M 0.04% +30K +39.2% $155.23 +59.7%
273 TECK TECK RESOURCES LTD Basic Materials 319,173.0 $16.6M 0.04% +87K +37.6% $52.08 +32.9%
274 ESS ESSEX PPTY TR INC Real Estate 65,150.0 $16.6M 0.04% +9K +15.1% $255.04 +13.3%
275 PPG PPG INDS INC Basic Materials 155,683.0 $16.5M 0.04% +44K +39.1% $106.09 +7.1%
276 DLTR DOLLAR TREE INC Consumer Defensive 155,861.0 $16.5M 0.04% +31K +24.8% $105.79 +24.3%
277 ES EVERSOURCE ENERGY Utilities 258,735.0 $16.4M 0.04% +72K +38.3% $63.21 +11.1%
278 ILMN ILLUMINA INC Healthcare 106,284.0 $16.3M 0.04% +28K +36.2% $153.79 +42.7%
279 PPL PPL CORP Utilities 513,083.0 $16.3M 0.04% +144K +38.9% $31.79 +8.1%
280 STE STERIS PLC Healthcare 88,322.0 $16.3M 0.04% +11K +13.6% $184.18 +29.2%
Page 14 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%