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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 17 of 25  ·  493 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 GIS GENERAL MILLS INC Consumer Defensive 524,748.0 $16.0M 0.04% +80K +17.9% $30.44 +31.3%
322 SYF SYNCHRONY FINANCIAL Financial Services 237,745.0 $15.8M 0.04% +58K +32.5% $66.52 +19.5%
323 MAA MID-AMER APT CMNTYS INC Real Estate 129,730.0 $15.8M 0.04% +14K +11.9% $121.53 +8.1%
324 HSY HERSHEY CO Consumer Defensive 102,720.0 $15.8M 0.04% +28K +38.2% $153.46 +21.5%
325 DXCM DEXCOM INC Healthcare 267,377.0 $15.8M 0.04% +68K +34.4% $58.91 +56.8%
326 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 464,877.0 $15.7M 0.04% +64K +16.0% $33.88 +82.6%
327 RF REGIONS FINANCIAL CORP NEW Financial Services 596,063.0 $15.7M 0.04% +161K +36.9% $26.41 +15.1%
328 FE FIRSTENERGY CORP Utilities 374,654.0 $15.6M 0.04% +101K +36.8% $41.58 +10.6%
329 FSLR FIRST SOLAR INC Energy 74,706.0 $15.4M 0.04% +21K +39.6% $206.38 +3.8%
330 BURL BURLINGTON STORES INC Consumer Cyclical 55,591.0 $15.4M 0.04% +16K +38.9% $277.09 +17.8%
331 KEY KEYCORP Financial Services 750,403.0 $15.1M 0.04% +209K +38.5% $20.16 +8.5%
332 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 52,318.0 $15.1M 0.04% -8K -13.0% $289.04 +13.0%
333 PTC PTC INC Technology 149,842.0 $14.9M 0.04% +10K +7.4% $99.37 +55.7%
334 TROW PRICE T ROWE GROUP INC Financial Services 148,755.0 $14.8M 0.04% +41K +37.9% $99.44 +12.1%
335 AER AERCAP HOLDINGS NV Industrials 114,024.0 $14.5M 0.04% NEW $127.51 +14.7%
336 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 151,218.0 $14.3M 0.04% +39K +35.0% $94.27 +17.5%
337 CORPAY INC 48,677.0 $14.2M 0.04% +13K +37.4% $291.50
338 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 203,553.0 $14.1M 0.04% +45K +28.1% $69.29 +21.6%
339 LH LABCORP HOLDINGS INC Healthcare 57,143.0 $14.0M 0.03% +15K +35.0% $244.91 +37.3%
340 ARES ARES MANAGEMENT CORPORATION Financial Services 143,322.0 $14.0M 0.03% +40K +39.0% $97.36 +45.1%
Page 17 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%