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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 18 of 21  ·  401 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 WPC WP CAREY INC Real Estate 148,301.0 $9.3M 0.02% +40K +37.6% $62.54 +13.9%
342 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 200,558.0 $9.2M 0.02% +49K +32.0% $46.05 +46.6%
343 HST HOST HOTELS & RESORTS INC Real Estate 439,632.0 $9.1M 0.02% +121K +38.0% $20.74 +11.9%
344 DAL DELTA AIR LINES INC Industrials 111,094.0 $9.1M 0.02% +32K +39.9% $81.92 +0.6%
345 EVEREST GROUP LTD 28,822.0 $9.0M 0.02% +8K +39.2% $312.46
346 ARMK ARAMARK Industrials 179,646.0 $8.9M 0.02% +49K +37.1% $49.77 +20.1%
347 BBY BEST BUY INC Consumer Cyclical 134,638.0 $8.9M 0.02% +38K +40.0% $66.37 +29.4%
348 JLL JONES LANG LASALLE INC Real Estate 32,690.0 $8.9M 0.02% +9K +38.6% $271.10 +42.9%
349 SWK STANLEY BLACK & DECKER INC Industrials 107,571.0 $8.9M 0.02% +28K +36.0% $82.32 +21.5%
350 ZS ZSCALER INC Technology 71,716.0 $8.9M 0.02% +15K +26.4% $123.46 +47.2%
351 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 581,673.0 $8.8M 0.02% +150K +34.8% $15.18 +11.8%
352 DOC HEALTHPEAK PROPERTIES INC Real Estate 467,911.0 $8.8M 0.02% +129K +38.0% $18.72 +14.3%
353 SUI SUN CMNTYS INC Real Estate 83,488.0 $8.8M 0.02% +24K +40.2% $104.88 +16.0%
354 BUNGE GLOBAL SA 93,785.0 $8.8M 0.02% +26K +38.9% $93.35
355 RGA REINSURANCE GROUP AMER INC Financial Services 45,612.0 $8.5M 0.02% +12K +35.5% $186.00 +30.7%
356 TRU TRANSUNION Industrials 133,966.0 $8.5M 0.02% +22K +19.8% $63.10 +34.1%
357 BCE BCE INC Communication Services 444,281.0 $8.4M 0.02% +59K +15.2% $18.83 +25.9%
358 TEAM ATLASSIAN CORPORATION Technology 116,040.0 $7.9M 0.02% +32K +37.5% $68.04 +152.5%
359 CCK CROWN HLDGS INC Consumer Cyclical 79,693.0 $7.8M 0.02% +20K +34.3% $97.80 +22.2%
360 FNF FIDELITY NATL FINL INC Financial Services 188,595.0 $7.8M 0.02% +50K +36.4% $41.25 +14.7%
Page 18 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%