Asr Vermogensbeheer N.V. Portfolio Stock Holdings

Asr Vermogensbeheer N.V. disclosed 532 stock positions valued at approximately $8.5 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 30, 2026.

Report Period
March 31, 2026
No. of Stocks
532
Portfolio Value
$8.5B
Holdings by Sector
Asr Vermogensbeheer N.V. Portfolio Holdings in Q1 2026

523 holdings in the latest reporting period.

Page 1 of 6
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.87%3,350,520+181,143+5.72%$584,298,397
APPLE INCAAPLTechnology6.39%2,139,525+64,757+3.12%$542,960,869
MICROSOFT CORPMSFTTechnology4.48%1,029,535+27,844+2.78%$381,098,004
ALPHABET INCGOOGLCommunication Services3.63%1,074,632+30,109+2.88%$309,018,090
AMAZON COM INCAMZNConsumer Cyclical3.56%1,455,453+42,631+3.02%$303,125,808
BROADCOM INCAVGOTechnology2.60%715,172+14,845+2.12%$221,342,106
JPMORGAN CHASE & COJPMFinancial Services1.72%497,274+4,047+0.82%$146,278,584
ALPHABET INCGOOGCommunication Services1.70%505,059+9,523+1.92%$144,875,285
ELI LILLY & COLLYHealthcare1.50%138,714-666-0.48%$127,589,480
META PLATFORMS INCMETACommunication Services1.49%221,511-26,723-10.77%$126,730,480
TESLA INCTSLAConsumer Cyclical1.25%285,530+4,337+1.54%$106,145,217
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive1.22%104,408+1,796+1.75%$104,033,382
VISA INCVFinancial Services1.19%335,397+9,334+2.86%$101,367,532
NETFLIX INC.NFLXCommunication Services1.03%914,913+177,642+24.09%$87,968,885
SLB LIMITEDSLBEnergy0.96%1,581,260-158,084-9.09%$81,262,429
APPLIED MATLS INCAMATTechnology0.95%237,204-9,622-3.90%$81,066,869
AMERICAN WTR WKS CO INC NEWAWKUtilities0.84%526,068+16,466+3.23%$71,589,042
JOHNSON & JOHNSONJNJHealthcare0.83%288,657+5,502+1.94%$70,557,614
PEPSICO INCPEPConsumer Defensive0.80%438,353+4,388+1.01%$68,071,004
DANAHER CORP DELDHRHealthcare0.75%337,663+1,733+0.52%$64,017,834
BERKSHIRE HATHAWAY INC DELBRK-BFinancial Services0.75%132,513+3,934+3.06%$63,499,846
TJX COS INC NEWTJXConsumer Cyclical0.72%384,103+2,426+0.64%$61,341,611
UNITEDHEALTH GROUP INCUNHHealthcare0.67%211,700+9,103+4.49%$57,281,989
S&P GLOBAL INCSPGIFinancial Services0.62%122,993+6,181+5.29%$52,313,026
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.60%103,533+871+0.85%$50,890,874
TRANE TECHNOLOGIES PLCTTOther0.59%121,169+969+0.81%$50,496,560
UBS GROUP AGUBSOther0.59%1,317,110+453,568+52.52%$50,361,515
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.58%11,643+1,040+9.81%$49,016,257
MASTERCARD INCORPORATEDMAFinancial Services0.57%96,154+1,717+1.82%$48,044,308
CHUBB LTD SWITZCBFinancial Services0.56%146,927+3,561+2.48%$47,886,887
ECOLAB INCECLBasic Materials0.53%170,987+1,199+0.71%$45,484,317
ABBVIE INCABBVHealthcare0.48%186,146+3,284+1.80%$40,483,809
CATERPILLAR INCCATIndustrials0.47%56,575+1,002+1.80%$40,078,793
AMERICAN TOWER CORPAMTReal Estate0.47%232,177+6,663+2.95%$40,067,441
COCA COLA COKOConsumer Defensive0.47%521,446+10,348+2.02%$39,655,968
OREILLY AUTOMOTIVE INCORLYConsumer Cyclical0.47%429,157+16,021+3.88%$39,615,101
ACCENTURE PLC IRELANDACNTechnology0.46%198,451+5,585+2.90%$39,348,504
MICRON TECHNOLOGY INCMUTechnology0.46%115,747+2,011+1.77%$39,100,658
ADOBE INCADBETechnology0.45%157,551+13,751+9.56%$38,296,462
PROCTER & GAMBLE COPGConsumer Defensive0.45%264,717+8,270+3.22%$38,234,928
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.43%234,149+6,737+2.96%$36,827,388
BANK AMERICA CORPBACFinancial Services0.43%744,937+13,099+1.79%$36,314,935
PPG INDS INCPPGBasic Materials0.43%339,512+1,810+0.54%$36,288,660
PUBLIC SVC ENTERPRISE GROUPPEGUtilities0.42%441,005+10,581+2.46%$35,699,854
DARLING INGREDIENTS INCDARConsumer Defensive0.41%563,122+7,062+1.27%$34,829,096
GALLAGHER ARTHUR J & COAJGFinancial Services0.41%159,959+14,958+10.32%$34,643,504
ADVANCED MICRO DEVICES INCAMDTechnology0.41%170,304+2,993+1.79%$34,641,377
PALANTIR TECHNOLOGIES INCPLTRTechnology0.41%236,043+4,060+1.75%$34,527,449
T-MOBILE US INCTMUSCommunication Services0.40%163,828+4,067+2.55%$34,408,603
SERVICENOW INCNOWTechnology0.40%326,242+18,472+6.00%$34,108,601
CISCO SYS INCCSCOTechnology0.40%436,587+7,595+1.77%$33,873,923
HOME DEPOT INCHDConsumer Cyclical0.40%102,465+1,773+1.76%$33,698,004
MERCK & CO INCMRKHealthcare0.39%278,937+5,059+1.85%$33,553,332
AMETEK INCAMEIndustrials0.39%156,281-143-0.09%$33,499,327
XYLEM INCXYLIndustrials0.39%277,547+3,758+1.37%$33,167,235
ILLUMINA INCILMNHealthcare0.39%269,032+523+0.19%$33,157,348
NIKE INCNKEConsumer Cyclical0.39%624,701+21,864+3.63%$32,996,707
IDEX CORPIEXIndustrials0.38%171,719+247+0.14%$32,549,336
GOLDMAN SACHS GROUP INCGSFinancial Services0.37%36,929+602+1.66%$31,239,743
BOSTON SCIENTIFIC CORPBSXHealthcare0.36%483,854+6,526+1.37%$30,359,570
FASTENAL COFASTIndustrials0.35%649,477+18,293+2.90%$30,137,288
ELANCO ANIMAL HEALTH INCELANHealthcare0.35%1,243,255-84,118-6.34%$29,752,257
INTERNATIONAL BUSINESS MACHSIBMTechnology0.34%120,828+2,150+1.81%$29,286,523
APOLLO GLOBAL MGMT INCAPOFinancial Services0.34%262,143+4,464+1.73%$29,207,254
HEICO CORP NEWHEIIndustrials0.34%106,131+176+0.17%$29,100,532
ACUITY INCAYIIndustrials0.32%97,748--$27,387,217
GE VERNOVA INCGEVUtilities0.32%30,983+515+1.69%$27,043,512
HALLIBURTON COHALEnergy0.31%685,875-42,919-5.89%$26,742,266
BAKER HUGHES COMPANYBKREnergy0.31%437,011-7,996-1.80%$26,679,101
LAM RESEARCH CORPLRCXOther0.31%124,686+2,154+1.76%$26,638,455
ORACLE CORPORCLTechnology0.31%178,447+3,084+1.76%$26,250,988
MCDONALDS CORPMCDConsumer Cyclical0.31%84,414+1,554+1.88%$26,234,860
MORGAN STANLEYMSFinancial Services0.31%158,794+2,908+1.87%$26,131,573
DISNEY WALT CODISCommunication Services0.31%271,042+21,185+8.48%$26,122,643
PARKER-HANNIFIN CORPPHIndustrials0.31%29,041+516+1.81%$25,994,298
SALESFORCE INCCRMTechnology0.31%139,157-742-0.53%$25,976,232
BROADRIDGE FINL SOLUTIONS INBRTechnology0.30%159,231+8,633+5.73%$25,871,190
NEXTERA ENERGY INCNEEUtilities0.29%269,765+10,945+4.23%$25,056,289
BALL CORPBALLConsumer Cyclical0.29%422,763+15,700+3.86%$24,987,998
WELLS FARGO & COWFCFinancial Services0.29%313,481+5,664+1.84%$24,955,636
TEXAS PACIFIC LAND CORPORATITPLEnergy0.29%52,584+723+1.39%$24,954,263
WILLIAMS COS INCWMBEnergy0.28%322,500-13,432-4.00%$23,470,286
MARSH & MCLENNAN COS INCMMCFinancial Services0.27%130,948+4,628+3.66%$22,712,598
INTEL CORPINTCTechnology0.26%507,979+8,685+1.74%$22,416,620
LAUDER ESTEE COS INCELConsumer Defensive0.26%308,362-9,478-2.98%$22,130,282
KINDER MORGAN INC DELKMIEnergy0.26%650,266+112,424+20.90%$21,801,730
VERIZON COMMUNICATIONS INCVZCommunication Services0.26%433,815+13,775+3.28%$21,776,687
CITIGROUP INCCFinancial Services0.25%189,976+3,329+1.78%$21,544,989
TARGA RES CORPTRGPEnergy0.25%85,443-2,197-2.51%$21,423,465
AT&T INCTCommunication Services0.25%734,559+20,785+2.91%$21,292,757
ARISTA NETWORKS INCANETOther0.25%173,215-2,246-1.28%$21,267,224
HOWMET AEROSPACE INCHWMIndustrials0.25%91,532+1,616+1.80%$21,093,731
ABBOTT LABORATORIESABTHealthcare0.24%201,707+3,839+1.94%$20,707,450
TORONTO DOMINION BK ONTTDFinancial Services0.24%220,340-33,021-13.03%$20,512,788
LINDE PLCLINOther0.24%41,285+795+1.96%$20,466,494
AMGEN INCAMGNHealthcare0.23%56,369+1,365+2.48%$19,831,665
AMERICAN EXPRESS COAXPFinancial Services0.23%64,606+1,112+1.75%$19,542,023
TEXAS INSTRS INCTXNTechnology0.23%98,904+1,681+1.73%$19,200,841
WELLTOWER INCWELLReal Estate0.22%96,422+845+0.88%$19,063,594
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.22%142,636+1,861+1.32%$18,678,039
Asr Vermogensbeheer N.V. Portfolio Stock Holdings | InsiderSet