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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 9 of 18  ·  348 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 WDAY WORKDAY INC Technology 126,848.0 $14.3M 0.04% -15K -10.7% $112.76 +10.9%
162 A AGILENT TECHNOLOGIES INC Healthcare 144,283.0 $14.3M 0.04% -18K -11.3% $98.92 +13.3%
163 MTB M & T BK CORP Financial Services 78,360.0 $14.1M 0.04% -4K -4.5% $179.41 +14.2%
164 AVB AVALONBAY CMNTYS INC Real Estate 98,028.0 $13.9M 0.04% -32K -24.5% $141.77 +27.6%
165 EXR EXTRA SPACE STORAGE INC Real Estate 120,294.0 $13.7M 0.04% -21K -14.6% $113.81 +20.3%
166 CNI CANADIAN NATL RY CO Industrials 152,051.0 $13.5M 0.04% -14K -8.4% $89.05 +25.5%
167 IRM IRON MTN INC DEL Real Estate 150,916.0 $13.4M 0.04% -3K -2.1% $88.65 +41.1%
168 BIIB BIOGEN INC Healthcare 84,047.0 $13.4M 0.04% -11K -11.6% $159.11 +21.3%
169 MTD METTLER TOLEDO INTERNATIONAL Healthcare 12,110.0 $13.3M 0.04% -2K -13.7% $1094.60 -5.8%
170 AEE AMEREN CORP Utilities 135,256.0 $12.9M 0.04% -2K -1.7% $95.40 +12.6%
171 IQVIA HLDGS INC 86,976.0 $12.9M 0.04% -12K -11.8% $148.01
172 TDY TELEDYNE TECHNOLOGIES INC Technology 24,020.0 $12.6M 0.04% -3K -11.8% $525.09 +17.4%
173 AMCOR PLC 365,586.0 $12.6M 0.04% -1.7M -82.1% $34.50
174 ZM ZOOM COMMUNICATIONS INC Technology 180,050.0 $12.6M 0.04% -4K -2.1% $69.77 +43.6%
175 SNA SNAP ON INC Industrials 39,580.0 $12.5M 0.04% -3K -7.6% $315.24 +14.1%
176 CCJ CAMECO CORP Energy 131,386.0 $12.4M 0.04% -17K -11.8% $94.08 +11.8%
177 MAA MID-AMER APT CMNTYS INC Real Estate 115,951.0 $12.3M 0.04% -8K -6.2% $105.99 +18.6%
178 PPL PPL CORP Utilities 369,329.0 $12.2M 0.04% -7K -1.8% $33.15 +5.2%
179 EIX EDISON INTL Utilities 191,977.0 $12.2M 0.04% -3K -1.7% $63.51 +8.9%
180 FTS FORTIS INC Utilities 252,453.0 $12.2M 0.04% -3K -1.3% $48.27 +13.4%
Page 9 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%