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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 16 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 AEE AMEREN CORP Utilities 135,256.0 $12.9M 0.04% -2K -1.7% $95.40 +12.6%
302 IQVIA HLDGS INC 86,976.0 $12.9M 0.04% -12K -11.8% $148.01
303 DOV DOVER CORP Industrials 70,129.0 $12.7M 0.04% +1K +1.6% $180.91 +14.5%
304 WAT WATERS CORP Healthcare 49,022.0 $12.7M 0.04% +15K +42.9% $258.46 +27.6%
305 TDY TELEDYNE TECHNOLOGIES INC Technology 24,020.0 $12.6M 0.04% -3K -11.8% $525.09 +15.5%
306 AMCOR PLC 365,586.0 $12.6M 0.04% -1.7M -82.1% $34.50
307 ZM ZOOM COMMUNICATIONS INC Technology 180,050.0 $12.6M 0.04% -4K -2.1% $69.77 +40.8%
308 SNA SNAP ON INC Industrials 39,580.0 $12.5M 0.04% -3K -7.6% $315.24 +13.7%
309 CCJ CAMECO CORP Energy 131,386.0 $12.4M 0.04% -17K -11.8% $94.08 +9.6%
310 MAA MID-AMER APT CMNTYS INC Real Estate 115,951.0 $12.3M 0.04% -8K -6.2% $105.99 +20.3%
311 PPL PPL CORP Utilities 369,329.0 $12.2M 0.04% -7K -1.8% $33.15 +5.8%
312 EIX EDISON INTL Utilities 191,977.0 $12.2M 0.04% -3K -1.7% $63.51 +8.0%
313 FTS FORTIS INC Utilities 252,453.0 $12.2M 0.04% -3K -1.3% $48.27 +14.6%
314 FE FIRSTENERGY CORP Utilities 273,834.0 $12.0M 0.04% -4K -1.6% $43.97 +1.1%
315 ESS ESSEX PPTY TR INC Real Estate 56,620.0 $11.9M 0.04% -4K -6.8% $210.03 +28.9%
316 DLTR DOLLAR TREE INC Consumer Defensive 124,943.0 $11.9M 0.04% -6K -4.8% $95.04 -6.8%
317 VEEV VEEVA SYS INC Healthcare 77,620.0 $11.8M 0.04% -10K -11.1% $152.46 +7.9%
318 GDDY GODADDY INC Technology 163,902.0 $11.8M 0.04% -13K -7.5% $71.75 +27.3%
319 STLD STEEL DYNAMICS INC Basic Materials 74,687.0 $11.7M 0.04% -756.0 -1.0% $156.22 +41.2%
320 NTRS NORTHERN TR CORP Financial Services 96,302.0 $11.7M 0.04% -5K -4.5% $121.13 +34.6%
Page 16 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%