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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $31.6B AUM 513 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 4 New 126 Added 348 Reduced 31 Exited
Page 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Status
21 MOS MOSAIC CO NEW Basic Materials 51,258 $1.1M 0.00% SOLD
22 QFIN QFIN HOLDINGS INC Financial Services 62,000 $1.0M 0.00% SOLD
23 CYBERARK SOFTWARE LTD 2,217 $842K 0.00% SOLD
24 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 9,754 $839K 0.00% SOLD
25 ATHM AUTOHOME INC Communication Services 37,479 $710K 0.00% SOLD
26 ENTG ENTEGRIS INC Technology 9,145 $656K 0.00% SOLD
27 AMERICA MOVIL SAB DE CV 26,779 $471K 0.00% SOLD
28 ZG ZILLOW GROUP INC Communication Services 6,847 $398K 0.00% SOLD
29 IOT SAMSARA INC Technology 11,795 $356K 0.00% SOLD
30 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 4,264 $344K 0.00% SOLD
31 FG F&G ANNUITIES & LIFE INC Financial Services 8,777 $231K 0.00% SOLD
Page 2 of 2  ·  31 positions
Sector Allocation
Technology 35.8%
Financial Services 17.9%
Healthcare 13.6%
Consumer Cyclical 10.0%
Industrials 7.1%
Consumer Defensive 6.0%
Communication Services 2.8%
Utilities 2.5%
Real Estate 2.4%
Basic Materials 1.6%