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Portfolio (Quarterly) Guide ↗

APG Asset Management N.V.

· CIK 0001434819
13F Portfolio $35.2B AUM Filed Feb 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 540 New
Page 22 of 27  ·  540 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 ANNALY CAPITAL MANAGEMENT IN 323,183.0 $6.2M 0.02% NEW $19.04
422 OXY OCCIDENTAL PETE CORP Energy 173,800.0 $6.1M 0.02% NEW $35.01 +71.6%
423 VTRS VIATRIS INC Healthcare 573,358.0 $6.1M 0.02% NEW $10.60 +53.1%
424 RGA REINSURANCE GRP OF AMERICA I Financial Services 34,839.0 $6.0M 0.02% NEW $173.24 +21.9%
425 WPC WP CAREY INC Real Estate 110,089.0 $6.0M 0.02% NEW $54.80 +34.6%
426 EQH EQUITABLE HLDGS INC Financial Services 147,174.0 $6.0M 0.02% NEW $40.57 +3.3%
427 IEX IDEX CORP Industrials 39,356.0 $6.0M 0.02% NEW $151.51 +34.7%
428 SCCO SOUTHERN COPPER CORP Basic Materials 48,338.0 $5.9M 0.02% NEW $122.16 +36.7%
429 WTRG ESSENTIAL UTILS INC Utilities 173,519.0 $5.7M 0.02% NEW $32.66 +14.4%
430 FUTU FUTU HLDGS LTD Financial Services 40,352.0 $5.6M 0.02% NEW $139.82 -7.2%
431 CF CF INDS HLDGS INC Basic Materials 85,546.0 $5.6M 0.02% NEW $65.85 +90.6%
432 BBY BEST BUY INC Consumer Cyclical 98,516.0 $5.6M 0.02% NEW $56.99 +1.8%
433 AKAM AKAMAI TECHNOLOGIES INC Technology 74,872.0 $5.6M 0.02% NEW $74.29 +96.5%
434 BUNGE GLOBAL SA 72,072.0 $5.5M 0.02% NEW $75.85
435 TW TRADEWEB MKTS INC Financial Services 59,567.0 $5.5M 0.01% NEW $91.57 +22.7%
436 ALLY ALLY FINL INC Financial Services 139,115.0 $5.4M 0.01% NEW $38.56 +7.8%
437 VIKING HOLDINGS LTD 87,582.0 $5.3M 0.01% NEW $60.80
438 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 21,997.0 $5.2M 0.01% NEW $237.49 +2.6%
439 CPT CAMDEN PPTY TR Real Estate 54,911.0 $5.1M 0.01% NEW $93.73 +11.1%
440 EPAM EPAM SYS INC Technology 29,326.0 $5.1M 0.01% NEW $174.45 -42.1%
Page 22 of 27  ·  540 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 42.3%
Financial Services 16.7%
Healthcare 12.8%
Consumer Cyclical 9.3%
Industrials 6.4%
Consumer Defensive 4.5%
Communication Services 2.4%
Real Estate 2.1%
Utilities 2.0%
Basic Materials 1.2%