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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 5 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 DGX QUEST DIAGNOSTICS INC Healthcare 153,939.0 $26.2M 0.08% -44K -22.2% $170.09 +10.4%
82 TFC TRUIST FINL CORP Financial Services 650,664.0 $26.0M 0.08% -11K -1.7% $39.90 +17.6%
83 MFC MANULIFE FINL CORP Financial Services 859,620.0 $25.6M 0.08% -12K -1.4% $29.80 +27.2%
84 HIG HARTFORD INSURANCE GROUP INC Financial Services 216,772.0 $25.4M 0.08% -12K -5.1% $117.37 +14.5%
85 ENTERGY CORP NEW 250,805.0 $24.5M 0.08% -25K -9.0% $97.52
86 ACGL ARCH CAP GROUP LTD Financial Services 293,056.0 $24.4M 0.08% -19K -6.0% $83.31 +13.0%
87 TGT TARGET CORP Consumer Defensive 230,825.0 $24.3M 0.08% -2K -0.7% $105.19 +14.4%
88 WAB WABTEC Industrials 111,867.0 $24.3M 0.08% -3K -2.7% $216.90 +20.8%
89 ALL ALLSTATE CORP Financial Services 133,748.0 $24.1M 0.08% -3K -2.2% $179.95 +21.0%
90 URI UNITED RENTALS INC Industrials 37,941.0 $24.0M 0.08% -736.0 -1.9% $632.32 +51.9%
91 GEV GE VERNOVA INC Utilities 31,649.0 $24.0M 0.08% -2K -6.3% $757.59 +36.2%
92 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 848,910.0 $23.6M 0.07% -30K -3.4% $27.78 +18.2%
93 FAST FASTENAL CO Industrials 583,531.0 $23.5M 0.07% -3K -0.6% $40.27 +7.9%
94 MPWR MONOLITHIC PWR SYS INC Technology 24,660.0 $23.4M 0.07% -3K -10.6% $948.92 +63.8%
95 WRB BERKLEY W R CORP Financial Services 402,127.0 $23.1M 0.07% -45K -10.1% $57.52 +16.5%
96 VRSN VERISIGN INC Technology 107,002.0 $23.1M 0.07% -27K -20.1% $215.55 +39.4%
97 ZTS ZOETIS INC Healthcare 224,282.0 $23.0M 0.07% -30K -11.8% $102.60 -27.0%
98 XYL XYLEM INC Industrials 221,336.0 $23.0M 0.07% -13K -5.4% $103.71 +4.4%
99 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 357,624.0 $22.5M 0.07% -2K -0.6% $62.89 +38.4%
100 AWK AMERICAN WTR WKS CO INC NEW Utilities 189,057.0 $22.3M 0.07% -21K -10.0% $118.11 +6.5%
Page 5 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%