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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $35.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 540 New
Page 16 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 BIIB BIOGEN INC Healthcare 95,072.0 $14.2M 0.04% NEW $149.85 +25.2%
302 DDOG DATADOG INC Technology 121,982.0 $14.1M 0.04% NEW $115.79 +82.8%
303 MTB M & T BK CORP Financial Services 82,056.0 $14.1M 0.04% NEW $171.55 +22.4%
304 CNI CANADIAN NATL RY CO Industrials 166,036.0 $14.0M 0.04% NEW $84.32 +36.8%
305 KMI KINDER MORGAN INC DEL Energy 594,532.0 $13.9M 0.04% NEW $23.41 +44.4%
306 SBAC SBA COMMUNICATIONS CORP NEW Real Estate 84,474.0 $13.9M 0.04% NEW $164.70 +26.1%
307 DLTR DOLLAR TREE INC Consumer Defensive 131,285.0 $13.8M 0.04% NEW $104.74 -11.6%
308 TER TERADYNE INC Technology 82,779.0 $13.6M 0.04% NEW $164.81 +107.6%
309 ESS ESSEX PPTY TR INC Real Estate 60,780.0 $13.5M 0.04% NEW $222.81 +23.1%
310 ZM ZOOM COMMUNICATIONS INC Technology 183,982.0 $13.5M 0.04% NEW $73.47 +33.8%
311 SYF SYNCHRONY FINANCIAL Financial Services 189,834.0 $13.5M 0.04% NEW $71.04 -0.0%
312 TEAM ATLASSIAN CORPORATION Technology 95,963.0 $13.2M 0.04% NEW $138.06 -38.4%
313 DG DOLLAR GEN CORP NEW Consumer Defensive 114,539.0 $12.9M 0.04% NEW $113.05 -7.1%
314 DXCM DEXCOM INC Healthcare 226,602.0 $12.8M 0.04% NEW $56.51 +22.6%
315 GEN GEN DIGITAL INC Technology 548,056.0 $12.7M 0.04% NEW $23.15 +6.6%
316 SNA SNAP ON INC Industrials 42,820.0 $12.6M 0.04% NEW $293.41 +23.1%
317 GDS GDS HLDGS LTD Technology 421,577.0 $12.5M 0.04% NEW $29.72 +27.5%
318 CSGP COSTAR GROUP INC Real Estate 218,356.0 $12.5M 0.04% NEW $57.25 -40.9%
319 FSLR FIRST SOLAR INC Energy 55,865.0 $12.4M 0.04% NEW $222.43 +5.3%
320 GIB CGI INC Technology 153,986.0 $12.1M 0.03% NEW $78.75 -17.7%
Page 16 of 27  ·  540 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 42.3%
Financial Services 16.7%
Healthcare 12.8%
Consumer Cyclical 9.3%
Industrials 6.4%
Consumer Defensive 4.5%
Communication Services 2.4%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.2%