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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 15 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ALGN ALIGN TECHNOLOGY INC Healthcare 34,730.0 $5.2M 0.02% -2K -5.1% $148.78 +4.9%
282 CCK CROWN HLDGS INC Consumer Cyclical 59,341.0 $5.2M 0.02% -13K -18.3% $87.01 +11.5%
283 ELS EQUITY LIFESTYLE PROPERTIES Real Estate 94,720.0 $5.1M 0.02% -3K -3.1% $54.17 +14.3%
284 SMCI SUPER MICRO COMPUTER INC Technology 259,143.0 $5.1M 0.02% -10K -3.6% $19.76 +55.2%
285 HEI HEICO CORP NEW Industrials 21,280.0 $5.1M 0.02% -1K -5.8% $237.98 +21.4%
286 TEAM ATLASSIAN CORPORATION Technology 84,400.0 $5.0M 0.02% -12K -12.1% $59.23 +46.9%
287 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 20,501.0 $4.9M 0.02% -1K -6.8% $238.83 +8.9%
288 SWK STANLEY BLACK & DECKER INC Industrials 79,105.0 $4.9M 0.01% -1K -1.5% $61.67 +21.1%
289 DOC HEALTHPEAK PROPERTIES INC Real Estate 339,053.0 $4.8M 0.01% -9K -2.5% $14.26 +37.1%
290 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 94,944.0 $4.7M 0.01% -737.0 -0.8% $49.03 +4.6%
291 FUTU FUTU HLDGS LTD Financial Services 39,156.0 $4.6M 0.01% -1K -3.0% $118.69 +12.3%
292 ARMK ARAMARK Industrials 131,052.0 $4.6M 0.01% -3K -2.1% $35.18 +50.9%
293 GRAB GRAB HOLDINGS LIMITED Technology 1,447,819.0 $4.6M 0.01% -36K -2.4% $3.18 +12.4%
294 ALLY ALLY FINL INC Financial Services 134,655.0 $4.6M 0.01% -4K -3.2% $34.05 +23.8%
295 DAL DELTA AIR LINES INC Industrials 79,401.0 $4.6M 0.01% -2K -2.6% $57.70 +24.2%
296 RVTY REVVITY INC Healthcare 58,576.0 $4.5M 0.01% -3K -4.7% $76.04 +23.9%
297 CPT CAMDEN PPTY TR Real Estate 52,470.0 $4.4M 0.01% -2K -4.5% $84.76 +22.2%
298 WTRG ESSENTIAL UTILS INC Utilities 126,338.0 $4.4M 0.01% -47K -27.2% $34.95 +7.4%
299 EQH EQUITABLE HLDGS INC Financial Services 137,049.0 $4.4M 0.01% -10K -6.9% $32.21 +32.3%
300 UDR UDR INC Real Estate 146,372.0 $4.3M 0.01% -4K -2.9% $29.32 +27.1%
Page 15 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%