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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 23 of 26  ·  513 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
441 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 94,944.0 $4.7M 0.01% -737.0 -0.8% $49.03 +5.7%
442 FUTU FUTU HLDGS LTD Financial Services 39,156.0 $4.6M 0.01% -1K -3.0% $118.69 +19.2%
443 ARMK ARAMARK Industrials 131,052.0 $4.6M 0.01% -3K -2.1% $35.18 +50.9%
444 GRAB GRAB HOLDINGS LIMITED Technology 1,447,819.0 $4.6M 0.01% -36K -2.4% $3.18 +12.4%
445 ALLY ALLY FINL INC Financial Services 134,655.0 $4.6M 0.01% -4K -3.2% $34.05 +23.3%
446 DAL DELTA AIR LINES INC Industrials 79,401.0 $4.6M 0.01% -2K -2.6% $57.70 +24.0%
447 RVTY REVVITY INC Healthcare 58,576.0 $4.5M 0.01% -3K -4.7% $76.04 +26.8%
448 CPT CAMDEN PPTY TR Real Estate 52,470.0 $4.4M 0.01% -2K -4.5% $84.76 +22.7%
449 WTRG ESSENTIAL UTILS INC Utilities 126,338.0 $4.4M 0.01% -47K -27.2% $34.95 +7.3%
450 EQH EQUITABLE HLDGS INC Financial Services 137,049.0 $4.4M 0.01% -10K -6.9% $32.21 +32.0%
451 GIL GILDAN ACTIVEWEAR INC Consumer Cyclical 90,099.0 $4.3M 0.01% +13K +16.1% $48.18 +18.5%
452 UDR UDR INC Real Estate 146,372.0 $4.3M 0.01% -4K -2.9% $29.32 +27.4%
453 SLB SLB LIMITED Energy 96,158.0 $4.3M 0.01% -7K -6.5% $44.60 +25.0%
454 NRG NRG ENERGY INC Utilities 33,062.0 $4.2M 0.01% +9K +36.7% $126.84 +6.2%
455 AFG AMERICAN FINANCIAL GROUP INC Financial Services 37,340.0 $4.1M 0.01% -2K -5.2% $110.84 +21.2%
456 ATO ATMOS ENERGY CORP Utilities 25,810.0 $4.1M 0.01% -3K -10.1% $160.32 +10.1%
457 BNTX BIONTECH SE Healthcare 53,426.0 $4.1M 0.01% +6K +11.8% $77.14 +16.1%
458 UPS UNITED PARCEL SVCS INC Industrials 47,202.0 $4.0M 0.01% -9K -16.6% $85.38 +15.3%
459 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 49,233.0 $4.0M 0.01% +40K +423.8% $81.47 +126.3%
460 DOCU DOCUSIGN INC Technology 97,424.0 $4.0M 0.01% -14K -12.3% $41.15 +10.6%
Page 23 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%