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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 21 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 EMERA INC 147,922.0 $6.6M 0.02% -3K -2.0% $44.85
402 GL GLOBE LIFE INC Financial Services 54,435.0 $6.6M 0.02% -15K -21.8% $120.79 +30.3%
403 MGA MAGNA INTL INC Consumer Cyclical 135,556.0 $6.5M 0.02% -4K -3.1% $48.32 +23.3%
404 SUI SUN CMNTYS INC Real Estate 59,564.0 $6.5M 0.02% -3K -4.8% $109.32 +11.1%
405 LII LENNOX INTL INC Industrials 15,900.0 $6.4M 0.02% -520.0 -3.2% $402.82 +24.5%
406 WPC WP CAREY INC Real Estate 107,804.0 $6.4M 0.02% -2K -2.1% $58.98 +25.3%
407 PNR PENTAIR PLC Industrials 83,757.0 $6.3M 0.02% -439.0 -0.5% $75.60 -2.9%
408 PODD INSULET CORP Healthcare 34,760.0 $6.3M 0.02% -6K -14.9% $182.12 -16.3%
409 IEX IDEX CORP Industrials 38,387.0 $6.3M 0.02% -969.0 -2.5% $164.51 +26.8%
410 HUBS HUBSPOT INC Technology 29,554.0 $6.3M 0.02% -1K -3.3% $211.86 -1.6%
411 JLL JONES LANG LASALLE INC Real Estate 23,580.0 $6.2M 0.02% -480.0 -2.0% $264.12 +9.4%
412 GFL GFL ENVIRONMENTAL INC Industrials 170,572.0 $6.2M 0.02% -6K -3.7% $36.21 +3.6%
413 DT DYNATRACE INC Technology 192,086.0 $6.2M 0.02% -8K -3.8% $32.10 +24.2%
414 ANNALY CAPITAL MANAGEMENT IN 335,135.0 $6.2M 0.02% +12K +3.7% $18.36
415 RGA REINSURANCE GROUP AMER INC Financial Services 33,670.0 $6.0M 0.02% -1K -3.4% $177.19 +21.3%
416 INVH INVITATION HOMES INC Real Estate 275,594.0 $5.9M 0.02% -7K -2.5% $21.57 +33.3%
417 EVEREST GROUP LTD 20,700.0 $5.9M 0.02% -640.0 -3.0% $283.67
418 TW TRADEWEB MKTS INC Financial Services 57,460.0 $5.9M 0.02% -2K -3.5% $102.12 +10.1%
419 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 51,159.0 $5.8M 0.02% -8K -13.7% $114.34 +37.6%
420 FDX FEDEX CORP Industrials 18,753.0 $5.8M 0.02% -1K -6.5% $309.13 +19.6%
Page 21 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%