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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 5 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TXN TEXAS INSTRS INC Technology 544,343.0 $80.4M 0.23% NEW $147.72 +104.6%
82 BSX BOSTON SCIENTIFIC CORP Healthcare 989,579.0 $80.3M 0.23% NEW $81.19 -30.6%
83 ADBE ADOBE INC Technology 260,125.0 $77.5M 0.22% NEW $298.00 -14.8%
84 DHR DANAHER CORPORATION Healthcare 388,951.0 $75.8M 0.21% NEW $194.92 -14.2%
85 INTC INTEL CORP Technology 2,403,518.0 $75.5M 0.21% NEW $31.42 +250.7%
86 PANW PALO ALTO NETWORKS INC Technology 481,095.0 $75.5M 0.21% NEW $156.84 +54.5%
87 WM WASTE MGMT INC DEL Industrials 402,429.0 $75.3M 0.21% NEW $187.07 +21.0%
88 CL COLGATE PALMOLIVE CO Consumer Defensive 1,096,750.0 $73.8M 0.21% NEW $67.28 +33.4%
89 VRTX VERTEX PHARMACEUTICALS INC Healthcare 188,385.0 $72.7M 0.21% NEW $386.02 +14.4%
90 TMUS T-MOBILE US INC Communication Services 420,312.0 $72.7M 0.21% NEW $172.88 +11.8%
91 CB CHUBB LIMITED Financial Services 271,204.0 $72.1M 0.20% NEW $265.76 +24.6%
92 LOW LOWES COS INC Consumer Cyclical 343,600.0 $70.6M 0.20% NEW $205.34 +6.7%
93 SPGI S&P GLOBAL INC Financial Services 158,560.0 $70.6M 0.20% NEW $444.97 -7.1%
94 UNP UNION PAC CORP Industrials 352,613.0 $69.5M 0.20% NEW $196.96 +39.6%
95 PLD PROLOGIS INC. Real Estate 615,132.0 $66.9M 0.19% NEW $108.70 +31.1%
96 BMY BRISTOL-MYERS SQUIBB CO Healthcare 1,449,814.0 $66.6M 0.19% NEW $45.93 +26.3%
97 SNPS SYNOPSYS INC Technology 158,877.0 $63.5M 0.18% NEW $399.95 +24.1%
98 PFE PFIZER INC Healthcare 2,941,199.0 $62.4M 0.18% NEW $21.20 +21.0%
99 DE DEERE & CO Industrials 156,142.0 $61.9M 0.18% NEW $396.42 +41.4%
100 ETN EATON CORP PLC Industrials 227,130.0 $61.6M 0.17% NEW $271.20 +38.5%
Page 5 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%