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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 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DOW DOW HLDGS INC Basic Materials 400,402.0 $14.5M 0.05% +43K +12.0% $36.15 +7.2%
282 INCY INCYTE CORP Healthcare 176,330.0 $14.4M 0.05% -19K -9.6% $81.69 +16.7%
283 KVUE KENVUE INC Consumer Defensive 962,108.0 $14.4M 0.05% -36K -3.6% $14.96 +14.4%
284 GIS GENERAL MILLS INC Consumer Defensive 445,080.0 $14.4M 0.05% -28K -5.9% $32.30 +2.1%
285 WDAY WORKDAY INC Technology 126,848.0 $14.3M 0.04% -15K -10.7% $112.76 +10.9%
286 A AGILENT TECHNOLOGIES INC Healthcare 144,283.0 $14.3M 0.04% -18K -11.3% $98.92 +13.3%
287 CNP CENTERPOINT ENERGY INC Utilities 377,398.0 $14.1M 0.04% +23K +6.5% $37.46 +11.4%
288 MTB M & T BK CORP Financial Services 78,360.0 $14.1M 0.04% -4K -4.5% $179.41 +14.2%
289 DDOG DATADOG INC Technology 136,629.0 $14.0M 0.04% +15K +12.0% $102.46 +103.0%
290 AVB AVALONBAY CMNTYS INC Real Estate 98,028.0 $13.9M 0.04% -32K -24.5% $141.77 +27.6%
291 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,016,985.0 $13.8M 0.04% +268K +35.9% $13.58 +13.5%
292 EXR EXTRA SPACE STORAGE INC Real Estate 120,294.0 $13.7M 0.04% -21K -14.6% $113.81 +20.3%
293 DG DOLLAR GEN CORP Consumer Defensive 132,038.0 $13.6M 0.04% +17K +15.3% $103.05 -0.6%
294 CNI CANADIAN NATL RY CO Industrials 152,051.0 $13.5M 0.04% -14K -8.4% $89.05 +25.5%
295 DTE DTE ENERGY CO Utilities 105,944.0 $13.4M 0.04% $126.91 +10.1%
296 HSY HERSHEY CO Consumer Defensive 74,325.0 $13.4M 0.04% +29K +64.3% $180.43 +3.6%
297 IRM IRON MTN INC DEL Real Estate 150,916.0 $13.4M 0.04% -3K -2.1% $88.65 +41.1%
298 BIIB BIOGEN INC Healthcare 84,047.0 $13.4M 0.04% -11K -11.6% $159.11 +21.3%
299 MTD METTLER TOLEDO INTERNATIONAL Healthcare 12,110.0 $13.3M 0.04% -2K -13.7% $1094.60 -5.8%
300 CRTO CRITEO S A Communication Services 844,174.0 $13.1M 0.04% +612K +263.6% $15.56 +3.2%
Page 15 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%