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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $40.7B AUM 493 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 18 New 401 Added 72 Reduced 38 Exited
Page 12 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 XEL XCEL ENERGY INC Utilities 415,443.0 $29.2M 0.07% +116K +38.8% $70.24 +8.6%
222 STT STATE STR CORP Financial Services 195,650.0 $29.0M 0.07% +55K +38.9% $148.34 +26.1%
223 ACGL ARCH CAP GROUP LTD Financial Services 341,720.0 $29.0M 0.07% +49K +16.6% $84.89 +17.1%
224 IDXX IDEXX LABS INC Healthcare 62,926.0 $29.0M 0.07% +15K +30.0% $460.46 +21.0%
225 ADSK AUTODESK INC Technology 169,901.0 $28.9M 0.07% +38K +28.6% $170.05 +49.3%
226 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 132,093.0 $28.9M 0.07% +33K +33.5% $218.65 +9.6%
227 MET METLIFE INC Financial Services 386,289.0 $28.6M 0.07% +108K +38.6% $74.01 +27.5%
228 DGX QUEST DIAGNOSTICS INC Healthcare 150,334.0 $27.9M 0.07% -4K -2.3% $185.38 +31.8%
229 CLS CELESTICA INC Technology 86,446.0 $27.6M 0.07% +21K +32.4% $318.88 -7.0%
230 DHI D R HORTON INC Consumer Cyclical 192,062.0 $27.4M 0.07% +54K +39.0% $142.46 +4.1%
231 WMB WILLIAMS COS INC Energy 420,564.0 $27.3M 0.07% -66K -13.6% $65.02 +8.4%
232 AXON AXON ENTERPRISE INC Industrials 55,036.0 $27.0M 0.07% +15K +37.3% $490.34 +28.0%
233 SLF SUN LIFE FINANCIAL INC. Financial Services 387,125.0 $26.6M 0.07% +88K +29.4% $68.65 +15.1%
234 PAYX PAYCHEX INC Industrials 308,481.0 $26.5M 0.07% +46K +17.7% $86.01 +44.7%
235 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 372,158.0 $26.4M 0.07% +101K +37.1% $70.99 +2.3%
236 BDX BECTON DICKINSON & CO Healthcare 198,427.0 $26.3M 0.07% +53K +36.3% $132.36 +45.1%
237 XYL XYLEM INC Industrials 253,329.0 $26.2M 0.06% +32K +14.4% $103.39 +9.7%
238 AMP AMERIPRISE FINL INC Financial Services 64,081.0 $25.7M 0.06% +17K +36.2% $401.26 +38.5%
239 VTR VENTAS INC Real Estate 329,013.0 $25.6M 0.06% +92K +39.0% $77.67 +19.8%
240 BLOCK INC 382,902.0 $25.5M 0.06% +106K +38.2% $66.47
Page 12 of 25  ·  493 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 42.0%
Financial Services 16.2%
Healthcare 12.1%
Consumer Cyclical 7.8%
Industrials 7.5%
Consumer Defensive 5.4%
Communication Services 2.8%
Utilities 2.4%
Real Estate 2.0%
Basic Materials 1.6%