Apg Asset Management N.V. Top Holdings and 13F Report (2025) About Apg Asset Management N.V.Investment ActivityApg Asset Management N.V. has $33.77 billion in total holdings as of June 30, 2025.Apg Asset Management N.V. owns shares of 539 different stocks, but just 120 companies or ETFs make up 80% of its holdings.Approximately 9.34% of the portfolio was purchased this quarter.About 6.22% of the portfolio was sold this quarter.This quarter, Apg Asset Management N.V. has purchased 548 new stocks and bought additional shares in 410 stocks.Apg Asset Management N.V. sold shares of 105 stocks and completely divested from 29 stocks this quarter.Largest Holdings Microsoft $2,686,219,091NVIDIA $2,574,733,763Apple $1,908,238,480Amazon.com $1,434,107,864Broadcom $1,175,434,204 Largest New Holdings this Quarter L8681T102 - Spotify Technology $60,945,956 Holding05464C101 - Axon Enterprise $33,797,529 Holding49177J102 - Kenvue $19,069,417 Holding884903808 - Thomson Reuters $17,045,012 Holding349553107 - Fortis $10,805,884 Holding Largest Purchases this Quarter PALANTIR TECHNOLOGIES INC 1,603,963 shares (about $186.27M)Microsoft 410,835 shares (about $174.09M)Cadence Design Systems 632,069 shares (about $165.93M)Arthur J. Gallagher & Co. 530,014 shares (about $144.54M)Apple 633,810 shares (about $110.78M) Largest Sales this Quarter Caterpillar 440,867 shares (about $145.80M)Balchem 917,284 shares (about $124.40M)Oracle 533,027 shares (about $99.28M)Home Depot 308,859 shares (about $96.47M)Advanced Micro Devices 646,179 shares (about $78.11M) Sector Allocation Over TimeMap of 500 Largest Holdings ofApg Asset Management N.V. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,686,219,091$174,088,203 ▲6.9%6,339,2748.0%Computer and TechnologyNVDANVIDIA$2,574,733,763$27,552,185 ▲1.1%19,130,0167.6%Computer and TechnologyAAPLApple$1,908,238,480$110,779,740 ▲6.2%10,917,7065.7%Computer and TechnologyAMZNAmazon.com$1,434,107,864$33,770,005 ▲2.4%7,673,2194.2%Retail/WholesaleAVGOBroadcom$1,175,434,204$105,786,103 ▲9.9%5,005,5633.5%Computer and TechnologyJPMJPMorgan Chase & Co.$678,911,996$5,866,859 ▼-0.9%2,748,9252.0%FinanceLLYEli Lilly and Company$578,912,839$24,578,919 ▲4.4%871,7521.7%MedicalVVisa$518,924,396$11,539,995 ▲2.3%1,715,6441.5%Business ServicesFERGUSON ENTERPRISES INC$425,963,038$13,312,458 ▲3.2%2,296,2881.3%COMMON STOCK NEWROLRollins$414,513,032$11,140,385 ▲2.8%8,624,1781.2%ConstructionMAMastercard$407,511,698$19,753,710 ▲5.1%851,2611.2%Business ServicesCDNSCadence Design Systems$394,481,877$165,925,853 ▲72.6%1,502,7181.2%Computer and TechnologyTYLTyler Technologies$391,053,193$2,991,851 ▲0.8%774,3031.2%Computer and TechnologyJKHYJack Henry & Associates$352,980,481$4,255,717 ▲1.2%2,299,7511.0%Computer and TechnologyBRBroadridge Financial Solutions$347,346,049$10,623,673 ▲3.2%1,677,7031.0%Computer and TechnologyAJGArthur J. Gallagher & Co.$326,669,936$144,539,832 ▲79.4%1,197,8681.0%FinanceISRGIntuitive Surgical$322,158,780$108,660,705 ▲50.9%695,9131.0%MedicalSTESTERIS$322,052,989$557,856 ▲0.2%1,573,7321.0%MedicalCOSTCostco Wholesale$314,938,973$19,201,724 ▼-5.7%373,4480.9%Retail/WholesaleWSTWest Pharmaceutical Services$309,167,000$17,991,796 ▲6.2%1,658,6640.9%MedicalWMTWalmart$289,724,177$36,123,331 ▼-11.1%3,478,1420.9%Retail/WholesaleMSAMSA Safety Incorporporated$266,449,982$5,829,191 ▲2.2%1,866,9630.8%IndustrialsBACBank of America$264,825,512$11,412,188 ▼-4.1%6,569,4300.8%FinancePGProcter & Gamble$251,719,900$32,825,607 ▼-11.5%1,854,6410.7%Consumer StaplesTRUTransUnion$238,104,753$5,834,606 ▲2.5%3,176,1280.7%Business ServicesABBVAbbVie$236,723,099$49,051,056 ▼-17.2%1,497,0230.7%MedicalZBRAZebra Technologies$229,545,827$8,784,917 ▲4.0%873,8240.7%IndustrialsHDHome Depot$228,362,513$96,468,939 ▼-29.7%731,1350.7%Retail/WholesaleSYKStryker$215,516,144$60,501,714 ▲39.0%639,4450.6%MedicalTMOThermo Fisher Scientific$214,052,898$82,038,424 ▲62.1%619,7060.6%MedicalORCLOracle$210,570,760$99,276,477 ▼-32.0%1,130,5790.6%Computer and TechnologyGEGE Aerospace$207,678,658$58,147,533 ▲38.9%947,1370.6%AerospacePALANTIR TECHNOLOGIES INC$194,664,867$186,269,316 ▲2,218.7%1,676,2570.6%CL AVZVerizon Communications$171,270,021$19,323,519 ▼-10.1%4,646,2980.5%Computer and TechnologyUNHUnitedHealth Group$169,452,451$55,120,768 ▼-24.5%637,5990.5%MedicalGSThe Goldman Sachs Group$167,548,364$26,105,083 ▼-13.5%277,8900.5%FinanceTAT&T$166,571,032$50,902,769 ▲44.0%6,756,3720.5%Computer and TechnologyECLEcolab$163,095,382$67,036,929 ▲69.8%710,5460.5%Basic MaterialsLPLALPL Financial$162,143,500$79,965,383 ▲97.3%507,5930.5%FinanceLINDE PLC$162,015,686$109,167,037 ▲206.6%405,3500.5%SHSNOWServiceNow$161,074,479$23,266,129 ▼-12.6%183,9130.5%Computer and TechnologyCSCOCisco Systems$150,586,132$5,979,382 ▲4.1%2,547,7880.4%Computer and TechnologyDISWalt Disney$148,394,496$37,356,923 ▼-20.1%1,404,6680.4%Consumer DiscretionaryCRMSalesforce$140,759,937$75,452,790 ▼-34.9%605,9300.4%Computer and TechnologyMSMorgan Stanley$131,410,374$41,559,130 ▲46.3%1,095,1020.4%FinanceAPHAmphenol$128,279,098$11,648,100 ▲10.0%1,524,8650.4%Computer and TechnologyMRKMerck & Co., Inc.$128,246,416$52,832,835 ▼-29.2%1,901,7440.4%MedicalPEPPepsiCo$126,233,322$49,993,875 ▼-28.4%1,122,2280.4%Consumer StaplesPGRProgressive$123,822,267$16,889,804 ▲15.8%544,6630.4%FinanceTJXTJX Companies$123,811,283$2,610,243 ▲2.2%1,176,9040.4%Retail/WholesaleINTUIntuit$123,182,554$74,373,448 ▼-37.6%183,5860.4%Computer and TechnologyTMUST-Mobile US$118,465,872$25,449,379 ▲27.4%583,6530.4%Computer and TechnologyCCitigroup$117,758,265$42,402,211 ▲56.3%1,623,9490.3%Financial ServicesAXPAmerican Express$117,231,706$24,815,685 ▲26.9%431,4140.3%FinanceNEENextEra Energy$117,165,123$39,755,539 ▲51.4%1,981,1910.3%UtilitiesAMDAdvanced Micro Devices$115,849,803$78,112,877 ▼-40.3%958,3530.3%Computer and TechnologySPGIS&P Global$115,290,924$23,113,436 ▼-16.7%256,6600.3%FinanceABTAbbott Laboratories$114,499,367$45,161,669 ▼-28.3%988,2000.3%MedicalGILDGilead Sciences$109,480,264$11,889,730 ▲12.2%1,159,1360.3%MedicalTXNTexas Instruments$105,626,465$1,296,641 ▼-1.2%597,1950.3%Computer and TechnologyAMGNAmgen$104,929,775$1,748,497 ▲1.7%441,1440.3%MedicalUBERUber Technologies$103,846,950$668,047 ▲0.6%1,306,5460.3%Computer and TechnologyRYRoyal Bank Of Canada$102,193,193$63,090,190 ▼-38.2%912,0630.3%FinanceMCDMcDonald's$100,729,394$69,075,922 ▼-40.7%404,7000.3%Retail/WholesaleCLColgate-Palmolive$95,807,369$194,213 ▲0.2%1,237,2220.3%Consumer StaplesACNAccenture$94,992,454$34,819,533 ▼-26.8%373,0700.3%Computer and TechnologyPFEPfizer$93,640,823$22,979,194 ▲32.5%4,534,6650.3%MedicalADBEAdobe$93,585,179$2,545,692 ▲2.8%283,9510.3%Computer and TechnologyBLACKROCK INC$93,107,362$2,846,030 ▲3.2%104,1640.3%COMBSXBoston Scientific$91,793,116$2,554,013 ▲2.9%1,003,1780.3%MedicalSOSouthern$91,410,376$73,154,993 ▲400.7%1,168,4860.3%UtilitiesQCOMQUALCOMM$88,619,164$184,651 ▲0.2%653,1810.3%Computer and TechnologySCHWCharles Schwab$87,645,275$1,610,584 ▲1.9%1,127,6020.3%FinanceDUKDuke Energy$87,529,090$66,723,353 ▲320.7%870,7290.3%UtilitiesWMWaste Management$87,246,336$732,357 ▲0.8%447,5750.3%Business ServicesBMYBristol Myers Squibb$84,166,526$24,407,254 ▲40.8%2,134,3460.2%MedicalMCKMcKesson$83,625,626$822,142 ▲1.0%133,9610.2%MedicalCBChubb$80,727,935$8,630,514 ▲12.0%327,0830.2%FinancePANWPalo Alto Networks$79,672,313$4,187,462 ▲5.5%457,0140.2%Computer and TechnologyETNEaton$76,768,436$53,641,712 ▼-41.1%252,4290.2%IndustrialsVRTXVertex Pharmaceuticals$76,593,287$47,323,146 ▼-38.2%201,9520.2%MedicalADPAutomatic Data Processing$76,237,604$2,230,012 ▲3.0%290,1800.2%Computer and TechnologyAMATApplied Materials$76,200,538$63,349,066 ▼-45.4%488,6000.2%Computer and TechnologyDEDeere & Company$74,952,946$1,558,154 ▲2.1%173,0290.2%IndustrialsMMCMarsh & McLennan Companies$74,808,276$1,471,445 ▲2.0%401,6360.2%FinanceIRIngersoll Rand$73,521,738$20,039,375 ▲37.5%1,037,5510.2%IndustrialsMELIMercadoLibre$72,600,957$2,402,442 ▼-3.2%32,6070.2%Retail/WholesaleLOWLowe's Companies$71,526,873$2,901,690 ▼-3.9%378,4280.2%Retail/WholesaleSHOPShopify$71,455,644$67,293,533 ▲1,616.8%727,2590.2%Computer and TechnologyUNPUnion Pacific$70,473,062$1,698,576 ▲2.5%359,5480.2%TransportationROPRoper Technologies$70,017,549$5,776,326 ▲9.0%144,9970.2%Computer and TechnologyMUMicron Technology$69,879,080$2,137,936 ▲3.2%665,5380.2%Computer and TechnologyCMCSAComcast$68,635,228$51,250,578 ▼-42.7%2,257,4240.2%Consumer DiscretionaryCOFCapital One Financial$66,936,977$22,895,104 ▲52.0%369,3080.2%FinanceARISTA NETWORKS INC$66,729,374$43,200,819 ▼-39.3%765,6170.2%COM SHSDHRDanaher$66,424,161$52,151,334 ▼-44.0%394,7150.2%MedicalLAM RESEARCH CORP$66,009,182$4,063,594 ▲6.6%796,0230.2%COM NEWKLACKLA$64,982,261$103,016 ▼-0.2%85,1580.2%Computer and TechnologyELVElevance Health$64,821,144$1,207,454 ▲1.9%195,6250.2%MedicalSNPSSynopsys$64,666,643$5,948,547 ▲10.1%148,0630.2%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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