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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 16 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 SSNC SS&C TECH HLDGS Technology 318,934.0 $17.3M 0.04% +20K +6.8% $54.27 +52.8%
302 EIX EDISON INTL Utilities 265,559.0 $17.3M 0.04% +74K +38.3% $65.12 +9.9%
303 FICO FAIR ISAAC CORP Technology 16,492.0 $17.2M 0.04% +4K +37.1% $1045.03 +12.2%
304 DG DOLLAR GEN CORP Consumer Defensive 170,519.0 $17.2M 0.04% +38K +29.1% $100.68 +22.6%
305 HUBB HUBBELL INC Industrials 36,870.0 $16.9M 0.04% +10K +39.0% $457.62 +2.7%
306 ZM ZOOM COMMUNICATIONS INC Technology 222,772.0 $16.8M 0.04% +43K +23.7% $75.49 +42.3%
307 SNA SNAP ON INC Industrials 47,711.0 $16.8M 0.04% +8K +20.5% $351.96 +11.8%
308 VEEV VEEVA SYS INC Healthcare 108,032.0 $16.8M 0.04% +30K +39.2% $155.23 +59.7%
309 CDW CDW CORP Technology 135,766.0 $16.7M 0.04% -16K -10.6% $123.01 +11.6%
310 FISV FISERV INC Technology 387,477.0 $16.6M 0.04% -21K -5.0% $42.90 +22.6%
311 TECK TECK RESOURCES LTD Basic Materials 319,173.0 $16.6M 0.04% +87K +37.6% $52.08 +32.9%
312 ESS ESSEX PPTY TR INC Real Estate 65,150.0 $16.6M 0.04% +9K +15.1% $255.04 +13.3%
313 PPG PPG INDS INC Basic Materials 155,683.0 $16.5M 0.04% +44K +39.1% $106.09 +7.1%
314 DLTR DOLLAR TREE INC Consumer Defensive 155,861.0 $16.5M 0.04% +31K +24.8% $105.79 +24.3%
315 ES EVERSOURCE ENERGY Utilities 258,735.0 $16.4M 0.04% +72K +38.3% $63.21 +11.1%
316 ILMN ILLUMINA INC Healthcare 106,284.0 $16.3M 0.04% +28K +36.2% $153.79 +42.7%
317 PPL PPL CORP Utilities 513,083.0 $16.3M 0.04% +144K +38.9% $31.79 +8.1%
318 STE STERIS PLC Healthcare 88,322.0 $16.3M 0.04% +11K +13.6% $184.18 +29.2%
319 PHM PULTE GROUP INC Consumer Cyclical 133,669.0 $16.0M 0.04% +35K +35.5% $120.01 +7.5%
320 CHKP CHECK POINT SOFTWARE TECH LT Technology 138,983.0 $16.0M 0.04% +4K +2.6% $114.96 +13.6%
Page 16 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%