Apg Asset Management N.V. Portfolio Stock Holdings

Apg Asset Management N.V. disclosed 513 stock positions valued at approximately $31.6 billion in its latest SEC 13F filing. The largest holdings include MICROSOFT CORP, NVIDIA CORPORATION, and BROADCOM INC. The filing reflects positions held as of March 31, 2026 and was filed on May 13, 2026.

Report Period
March 31, 2026
No. of Stocks
513
Portfolio Value
$31.6B
Holdings by Sector
Apg Asset Management N.V. Portfolio Holdings in Q1 2026

508 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
MICROSOFT CORPMSFTTechnology5.76%5,656,313-1,033,435-15.45%$1,817,216,962
NVIDIA CORPORATIONNVDATechnology5.67%11,820,764-7,101,152-37.53%$1,789,221,699
BROADCOM INCAVGOTechnology4.63%5,443,271+207,489+3.96%$1,462,199,972
AMAZON COM INCAMZNConsumer Cyclical4.32%7,547,056+170,027+2.30%$1,364,194,891
APPLE INCAAPLTechnology4.11%5,891,986-4,111,272-41.10%$1,297,801,707
ELI LILLY & COLLYHealthcare2.94%1,161,712+286,183+32.69%$927,363,172
JPMORGAN CHASE & COJPMFinancial Services2.72%3,362,145+475,936+16.49%$858,365,365
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive2.08%759,919+88,036+13.10%$657,182,858
MASTERCARD INCORPORATEDMAFinancial Services1.95%1,416,130+98,561+7.48%$614,115,185
TJX COS INC NEWTJXConsumer Cyclical1.32%3,011,334+336,239+12.57%$417,384,169
THERMO FISHER SCIENTIFIC INCTMOHealthcare1.26%932,138+25,212+2.78%$397,651,268
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services1.14%863,760+127,480+17.31%$359,237,799
CADENCE DESIGN SYSTEM INCCDNSTechnology1.09%1,422,149+29,209+2.10%$342,972,177
FERGUSON ENTERPRISES INCFERGIndustrials1.04%1,619,594-211,572-11.55%$327,882,743
VISA INCVFinancial Services1.02%1,222,792+156,907+14.72%$320,757,381
WALMART INCWMTConsumer Defensive0.97%2,826,106+489,655+20.96%$304,832,888
STRYKER CORPORATIONSYKHealthcare0.96%1,064,632+133,623+14.35%$303,616,932
PROGRESSIVE CORPPGRFinancial Services0.92%1,682,893+50,901+3.12%$289,547,568
INTUITIVE SURGICAL INCISRGHealthcare0.90%708,812+22,288+3.25%$283,592,470
TYLER TECHNOLOGIES INCTYLTechnology0.89%939,990+279,586+42.34%$279,321,104
WEST PHARMACEUTICAL SVSC INCWSTHealthcare0.87%1,267,282+68,277+5.69%$275,673,981
FIFTH THIRD BANCORPFITBFinancial Services0.86%6,749,043+145,109+2.20%$272,140,720
ARISTA NETWORKS INCANETOther0.86%2,532,613-20,271-0.79%$269,878,688
MOODYS CORPMCOFinancial Services0.82%684,104+115,107+20.23%$259,017,853
ABBVIE INCABBVHealthcare0.75%1,248,938+117,344+10.37%$235,750,326
NETFLIX INC.NFLXCommunication Services0.73%2,770,799+237,728+9.38%$231,220,555
GALLAGHER ARTHUR J & COAJGFinancial Services0.70%1,177,502-5,357-0.45%$221,336,038
MICRON TECHNOLOGY INCMUTechnology0.70%751,058+98,417+15.08%$220,219,957
CBRE GROUP INCCBREReal Estate0.69%1,847,031+252,223+15.82%$217,148,776
HENRY JACK & ASSOC INCJKHYTechnology0.68%1,562,882-352-0.02%$214,370,657
MSA SAFETY INCMSAIndustrials0.68%1,497,591--$213,096,723
PROCTER & GAMBLE COPGConsumer Defensive0.67%1,679,530+118,381+7.58%$210,546,184
INGERSOLL RAND INCIRIndustrials0.67%3,026,272-2,999-0.10%$210,436,480
HOME DEPOT INCHDConsumer Cyclical0.66%727,286+64,026+9.65%$207,600,323
LPL FINL HLDGS INCLPLAFinancial Services0.64%772,692+28,975+3.90%$201,743,564
ROLLINS INCROLConsumer Cyclical0.63%4,261,456-1,000,241-19.01%$197,538,939
TRACTOR SUPPLY COTSCOConsumer Cyclical0.59%4,775,656+627,740+15.13%$187,760,126
BANK AMERICA CORPBACFinancial Services0.58%4,343,196+214,856+5.20%$183,762,198
GE AEROSPACEGEIndustrials0.58%741,392+43,010+6.16%$182,594,001
CISCO SYS INCCSCOTechnology0.57%2,694,269+440,183+19.53%$181,434,067
MERCK & CO INCMRKHealthcare0.57%1,708,121+55,172+3.34%$178,328,307
ADVANCED MICRO DEVICES INCAMDTechnology0.53%947,525+23,687+2.56%$167,293,014
COCA COLA COKOConsumer Defensive0.52%2,473,170+177,494+7.73%$163,239,523
LINDE PLCLINOther0.50%363,099+2,148+0.60%$156,231,522
LAM RESEARCH CORPLRCXOther0.49%832,592+95,094+12.89%$154,392,993
APPLIED MATLS INCAMATTechnology0.48%514,499+66,157+14.76%$152,621,605
ORACLE CORPORCLTechnology0.42%1,047,253-18,302-1.72%$133,710,631
UNITEDHEALTH GROUP INCUNHHealthcare0.42%568,823+12,813+2.30%$133,586,023
PEPSICO INCPEPConsumer Defensive0.42%982,387+26,063+2.73%$132,403,122
GOLDMAN SACHS GROUP INCGSFinancial Services0.42%179,124+6,580+3.81%$131,519,799
WELLS FARGO & COWFCFinancial Services0.41%1,860,402+45,380+2.50%$128,542,443
VERIZON COMMUNICATIONS INCVZCommunication Services0.40%2,911,647-87,783-2.93%$126,857,038
AMPHENOL CORPAPHTechnology0.39%1,120,056-306,500-21.49%$122,825,096
ROYAL BK CDARYFinancial Services0.39%868,881+21,717+2.56%$121,517,435
AMGEN INCAMGNHealthcare0.38%395,935-17,212-4.17%$120,907,594
GILEAD SCIENCES INCGILDHealthcare0.38%994,609+12,124+1.23%$120,307,808
KLA CORPKLACTechnology0.36%89,463+9,604+12.03%$114,325,825
AT&T INCTCommunication Services0.35%4,404,850+13,010+0.30%$110,828,503
INTEL CORPINTCTechnology0.35%2,893,034+489,516+20.37%$110,805,060
BROADRIDGE FINL SOLUTIONS INBRTechnology0.35%775,505-108,759-12.30%$109,359,532
MCDONALDS CORPMCDConsumer Cyclical0.34%394,075+22,000+5.91%$106,296,276
NEXTERA ENERGY INCNEEUtilities0.34%1,315,708+81,225+6.58%$106,060,544
MORGAN STANLEYMSFinancial Services0.33%719,987+16,353+2.32%$102,836,539
SALESFORCE INCCRMTechnology0.32%616,161+7,796+1.28%$99,825,355
TEXAS INSTRS INCTXNTechnology0.30%563,066+18,723+3.44%$94,873,836
CITIGROUP INCCFinancial Services0.30%961,487+5,948+0.62%$94,638,293
MCKESSON CORPMCKHealthcare0.28%117,182-6,003-4.87%$88,009,560
CORNING INCGLWTechnology0.28%736,826-70,657-8.75%$86,952,119
AMERICAN EXPRESS COAXPFinancial Services0.27%325,194+6,463+2.03%$85,371,187
ABBOTT LABORATORIESABTHealthcare0.27%951,091+43,265+4.77%$84,749,621
SCHWAB CHARLES CORPSCHWFinancial Services0.27%1,030,160-15,952-1.52%$84,025,722
DISNEY WALT CODISCommunication Services0.26%974,078+39,751+4.25%$81,480,331
ZEBRA TECHNOLOGIES CORPORATIZBRATechnology0.26%448,257-270,547-37.64%$81,341,411
BLACKROCK INCBLKOther0.25%94,758+72+0.08%$79,091,925
PALO ALTO NETWORKS INCPANWTechnology0.25%567,684+86,589+18.00%$78,988,977
DEERE & CODEIndustrials0.25%160,259+4,117+2.64%$78,349,154
UBER TECHNOLOGIES INCUBERTechnology0.25%1,250,325+31,753+2.61%$78,055,787
COLGATE PALMOLIVE COCLConsumer Defensive0.24%1,028,399-68,351-6.23%$76,072,250
UNION PAC CORPUNPIndustrials0.24%360,112+7,499+2.13%$75,829,173
SHOPIFY INCSHOPTechnology0.24%726,577+13,051+1.83%$74,781,514
PFIZER INCPFEHealthcare0.24%3,044,539+103,340+3.51%$74,197,757
VERTEX PHARMACEUTICALS INCVRTXHealthcare0.24%191,385+3,000+1.59%$74,172,069
CHUBB LTD SWITZCBFinancial Services0.23%259,891-11,313-4.17%$73,516,988
PROLOGIS INC.PLDReal Estate0.23%640,063+24,931+4.05%$73,427,814
ANALOG DEVICES INCADITechnology0.23%265,332+7,816+3.04%$73,262,214
EATON CORP PLCETNOther0.23%231,939+4,809+2.12%$71,999,325
WASTE MGMT INC DELWMIndustrials0.23%356,997-45,432-11.29%$71,198,004
T-MOBILE US INCTMUSCommunication Services0.23%390,317-29,995-7.14%$71,149,349
INTUITINTUTechnology0.23%189,516-2,317-1.21%$71,118,667
BRISTOL-MYERS SQUIBB COBMYHealthcare0.22%1,323,671-126,143-8.70%$69,675,964
WELLTOWER INCWELLReal Estate0.22%396,613+31,639+8.67%$68,056,202
LOWES COS INCLOWConsumer Cyclical0.21%325,116-18,484-5.38%$66,671,071
DUKE ENERGY CORP NEWDUKUtilities0.21%570,956-14,039-2.40%$64,885,418
QUALCOMM INCQCOMTechnology0.20%571,533-39,355-6.44%$63,879,552
ACCENTURE PLC IRELANDACNTechnology0.20%366,275-19,818-5.13%$63,034,777
CAPITAL ONE FINL CORPCOFFinancial Services0.20%397,764+1,114+0.28%$62,978,725
SOUTHERN COSOUtilities0.20%745,401-9,384-1.24%$62,442,375
PARKER-HANNIFIN CORPPHIndustrials0.20%79,652-284-0.36%$61,888,263
HCA HEALTHCARE INCHCAHealthcare0.19%148,997+5,901+4.12%$61,197,136
CME GROUP INCCMEFinancial Services0.19%234,686-7,729-3.19%$60,158,401