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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 12 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 CF CF INDUSTRIES HOLD Basic Materials 79,369.0 $8.9M 0.03% -6K -7.2% $112.69 +11.1%
222 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 111,990.0 $8.8M 0.03% -4K -3.1% $78.21 +28.5%
223 MKC MCCORMICK & CO INC Consumer Defensive 196,499.0 $8.6M 0.03% -11K -5.2% $43.78 +5.9%
224 GEN GEN DIGITAL INC Technology 518,148.0 $8.5M 0.03% -30K -5.5% $16.34 +43.5%
225 TROW PRICE T ROWE GROUP INC Financial Services 107,868.0 $8.4M 0.03% -4K -3.5% $78.23 +30.4%
226 BCE BCE INC Communication Services 385,727.0 $8.4M 0.03% -27K -6.6% $21.83 +9.1%
227 FTV FORTIVE CORP Technology 175,469.0 $8.4M 0.03% -47K -21.0% $47.98 +22.4%
228 TU TELUS CORPORATION Communication Services 756,139.0 $8.4M 0.03% -28K -3.5% $11.12 +9.8%
229 CHTR CHARTER COMMUNICATIONS INC Communication Services 44,680.0 $8.4M 0.03% -2K -3.8% $187.36 -24.6%
230 ILMN ILLUMINA INC Healthcare 78,020.0 $8.3M 0.03% -12K -13.8% $106.98 +33.2%
231 KHC KRAFT HEINZ CO Consumer Defensive 425,155.0 $8.3M 0.03% -10K -2.2% $19.52 +17.4%
232 AGI ALAMOS GOLD INC Basic Materials 215,167.0 $8.3M 0.03% -3K -1.3% $38.49 +4.7%
233 SBAC SBA COMMUNICATIONS CORP Real Estate 54,238.0 $8.1M 0.03% -30K -35.8% $149.38 +33.6%
234 EVRG EVERGY INC Utilities 113,861.0 $8.1M 0.03% -2K -2.0% $71.10 +13.2%
235 PKG PACKAGING CORP AMER Consumer Cyclical 42,976.0 $7.9M 0.03% -5K -10.3% $184.19 +15.1%
236 LNT ALLIANT ENERGY CORP Utilities 127,037.0 $7.9M 0.03% -3K -2.1% $62.28 +13.8%
237 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 100,245.0 $7.9M 0.03% -16K -14.0% $78.48 +6.7%
238 GPC GENUINE PARTS CO Consumer Cyclical 85,145.0 $7.8M 0.03% -5K -5.3% $91.78 +1.2%
239 HPQ HP INC Technology 461,859.0 $7.7M 0.02% -14K -3.0% $16.67 +24.8%
240 RB GLOBAL INC 91,843.0 $7.6M 0.02% -2K -1.9% $83.19
Page 12 of 18  ·  348 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 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%