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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 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XEL XCEL ENERGY INC Utilities 299,370.0 $20.6M 0.07% -3K -1.1% $68.95 +16.0%
222 F FORD MTR CO Consumer Cyclical 2,014,362.0 $20.2M 0.06% -14K -0.7% $10.02 +31.1%
223 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 252,643.0 $19.9M 0.06% -47K -15.6% $78.69 +17.4%
224 BDX BECTON DICKINSON & CO Healthcare 145,619.0 $19.9M 0.06% -20K -12.2% $136.46 +7.0%
225 CVNA CARVANA CO Consumer Cyclical 72,680.0 $19.8M 0.06% +2K +3.2% $272.85 -77.2%
226 KDP KEURIG DR PEPPER INC Consumer Defensive 864,924.0 $19.8M 0.06% -30K -3.4% $22.85 +27.7%
227 FISV FISERV INC Technology 408,085.0 $19.8M 0.06% -23K -5.3% $48.43 +15.5%
228 FFIV F5 INC Technology 78,421.0 $19.7M 0.06% -6K -7.1% $251.11 +52.5%
229 KR KROGER CO Consumer Defensive 309,375.0 $19.4M 0.06% -3K -0.9% $62.80 +12.5%
230 NTR NUTRIEN LTD Basic Materials 292,117.0 $19.1M 0.06% -13K -4.3% $65.31 +10.1%
231 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 271,521.0 $19.1M 0.06% -5K -1.7% $70.26 +10.5%
232 CHRW C H ROBINSON WORLDWIDE IN Industrials 131,788.0 $19.0M 0.06% -19K -12.7% $144.13 +19.0%
233 PSA PUBLIC STORAGE OPER CO Real Estate 80,000.0 $18.8M 0.06% -1K -1.6% $235.10 +25.3%
234 RMD RESMED INC Healthcare 95,253.0 $18.6M 0.06% -13K -11.7% $194.83 +6.2%
235 PYPL PAYPAL HLDGS INC Financial Services 471,285.0 $18.5M 0.06% -129K -21.5% $39.26 +12.2%
236 PCG PG&E CORP Utilities 1,204,591.0 $18.4M 0.06% -14K -1.2% $15.25 +6.8%
237 CMS CMS ENERGY CORP Utilities 271,474.0 $18.3M 0.06% -15K -5.2% $67.33 +8.9%
238 RJF RAYMOND JAMES FINL INC Financial Services 145,132.0 $18.2M 0.06% -8K -5.0% $125.66 +22.0%
239 AMP AMERIPRISE FINL INC Financial Services 47,040.0 $18.1M 0.06% -2K -4.2% $385.70 +22.1%
240 EBAY EBAY INC. Consumer Cyclical 229,441.0 $18.1M 0.06% -7K -2.8% $79.00 +44.3%
Page 12 of 26  ·  513 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%