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Portfolio (Quarterly) Guide ↗

Achmea Investment Management B.V.

· CIK 0001697765
13F Portfolio $4.0B AUM 115 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 17 Added 75 Reduced 7 Exited
Page 4 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AMP AMERIPRISE FINL INC Financial Services 8,441.0 $3.9M 0.10% -1K -10.6% $458.71 +22.1%
62 GRMN GARMIN LTD Technology 15,245.0 $3.6M 0.09% -2K -9.1% $237.52 +21.5%
63 HPQ HP INC Technology 114,604.0 $2.5M 0.06% -139K -54.9% $21.94 +34.6%
64 LOGI LOGITECH INTL S A Technology 23,951.0 $2.2M 0.06% -9K -28.3% $93.90 +5.1%
65 WCN WASTE CONNECTIONS INC Industrials 12,157.0 $2.0M 0.05% -653.0 -5.1% $166.65 -0.3%
66 NI NISOURCE INC Utilities 37,446.0 $1.8M 0.04% -2K -5.1% $47.56 -14.5%
67 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 17,227.0 $1.7M 0.04% -32K -65.0% $100.08 +9.8%
68 GIB CGI INC Technology 25,870.0 $1.7M 0.04% -4K -12.7% $64.63 +15.3%
69 PINS PINTEREST INC Communication Services 77,565.0 $1.6M 0.04% -68K -46.8% $21.03 +12.5%
70 MDT MEDTRONIC PLC Healthcare 20,536.0 $1.6M 0.04% -324K -94.0% $78.25 +16.5%
71 NVR NVR INC Consumer Cyclical 203.0 $1.4M 0.04% -126.0 -38.3% $6812.81 -5.6%
72 DPZ DOMINOS PIZZA INC Consumer Cyclical 4,156.0 $1.2M 0.03% -13K -75.9% $295.96 +18.2%
73 ZTS ZOETIS INC Healthcare 14,249.0 $1.0M 0.03% -9K -38.0% $71.86 +7.5%
74 NWSA NEWS CORP NEW Communication Services 29,769.0 $739K 0.02% -2K -5.8% $24.82 +24.6%
75 BCE BCE INC Communication Services 25,281.0 $544K 0.01% -3K -11.7% $21.52 +9.6%
Page 4 of 4  ·  75 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 40.6%
Communication Services 16.7%
Financial Services 11.4%
Healthcare 10.2%
Industrials 9.8%
Consumer Cyclical 4.7%
Energy 2.6%
Consumer Defensive 1.8%
Real Estate 1.2%
Utilities 0.8%