Achmea Investment Management B.V.

Other Low signal CIK 1697765
League rank
#1049
in Other · #3814 overall
Long book
$3.79B
Q1 2026
Positions
108
Top-10 weight
49%
concentration
Last quarter
+11.5%
SPY +14.8%
Turnover
17%
of book per quarter

Strategy in plain words

auto-generated from filings

Achmea Investment Management B.V. is an institutional manager, running a $3.79B US long book across 108 positions.

The portfolio is moderately concentrated (top 10 ≈ 49% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: NVIDIA CORP, ALPHABET INC-CL A, META PLATFORMS INC-CLASS A, BROADCOM INC, ALPHABET INC-CL C.

Over the last 9 quarters its long book ran on average 0.4pp per quarter behind the S&P 500, beating the index in 5 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.2%
Q2 2024
+6.0%
Q3 2024
+1.7%
Q4 2024
-4.1%
Q1 2025
+11.3%
Q2 2025
+7.7%
Q3 2025
+3.4%
Q4 2025
-4.3%
Q1 2026
+11.5%

Sector allocation

Technology
47%
Industrials
13%
Financials
8%
Healthcare
8%
Services media
8%
Consumer discretionary
4%
Communications
4%
Utilities
3%

Long book by quarter

$5.25B
Q1 2024
$5.59B
Q2 2024
$6.06B
Q3 2024
$6.08B
Q4 2024
$6.87B
Q1 2025
$7.75B
Q2 2025
$8.05B
Q3 2025
$3.92B
Q4 2025
$3.79B
Q1 2026

What does Achmea Investment own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
NVDA NVIDIA CORPTechnology3.5M$608.3M16.1%+0.3%
GOOGL ALPHABET INC-CL ATechnology916.3K$263.5M7.0%+0.2%
META META PLATFORMS INC-CLASS ATechnology303.2K$173.5M4.6%+1.3%
AVGO BROADCOM INCTechnology547.2K$169.4M4.5%+0.8%
GOOG ALPHABET INC-CL CTechnology579.9K$166.4M4.4%+8.4%
LRCX LAM RESEARCH CORPIndustrials542.0K$115.8M3.1%-21.6%
JPM JPMORGAN CHASE & COFinancials378.0K$111.2M2.9%-12.8%
TT TRANE TECHNOLOGIES PLCTechnology202.1K$84.2M2.2%-0.5%
ABBV ABBVIE INCHealthcare365.6K$79.5M2.1%+4.3%
CSCO CISCO SYSTEMS INCTechnology983.0K$76.3M2.0%-4.4%
AZN ASTRAZENECA PLCHealthcare330.1K$64.0M1.7%New
NFLX NETFLIX INCServices media664.7K$63.9M1.7%0.0%
T AT&T INCCommunications2.1M$62.2M1.6%+0.6%
VZ VERIZON COMMUNICATIONS INCCommunications1.2M$60.9M1.6%+4.4%
GS GOLDMAN SACHS GROUP INCFinancials68.6K$58.0M1.5%+8.5%
V VISA INC-CLASS A SHARESServices media183.4K$55.4M1.5%+4.6%
MCK MCKESSON CORPConsumer discretionary53.9K$46.6M1.2%-8.8%
PLTR PALANTIR TECHNOLOGIES INC-ATechnology312.7K$45.7M1.2%+3.0%
BKNG BOOKING HOLDINGS INCIndustrials9.6K$40.3M1.1%+5.1%
MA MASTERCARD INC - AServices media78.0K$39.0M1.0%+0.9%
HCA HCA HEALTHCARE INCHealthcare80.4K$38.0M1.0%+6.5%
TRP TC ENERGY CORPUtilities606.2K$37.8M1.0%+2.3%
CAH CARDINAL HEALTH INCConsumer discretionary172.8K$36.5M1.0%-8.5%
JCI JOHNSON CONTROLS INTERNATIONIndustrials278.6K$36.5M1.0%+11.4%
XYL XYLEM INCIndustrials301.6K$36.0M1.0%-1.7%
GE GENERAL ELECTRICIndustrials125.7K$35.7M0.9%+4.2%
COST COSTCO WHOLESALE CORPConsumer discretionary34.3K$34.2M0.9%-20.2%
VLO VALERO ENERGY CORPEnergy137.3K$33.9M0.9%-18.1%
GM GENERAL MOTORS COIndustrials450.9K$33.6M0.9%+5.6%
BKR BAKER HUGHES COIndustrials541.0K$33.0M0.9%+2.5%
EME EMCOR GROUP INCIndustrials42.6K$31.5M0.8%-6.2%
LNG CHENIERE ENERGY INCUtilities110.4K$31.3M0.8%+20.0%
MFC MANULIFE FINANCIAL CORPFinancials910.1K$31.3M0.8%-0.7%
EXPE EXPEDIA GROUP INCIndustrials135.2K$31.2M0.8%+24.6%
ADBE ADOBE INCTechnology123.9K$30.1M0.8%+37.5%
MDT MEDTRONIC PLCHealthcare344.1K$29.8M0.8%+2.1%
SYF SYNCHRONY FINANCIALFinancials435.6K$29.6M0.8%+8.9%
PYPL PAYPAL HOLDINGS INCServices media653.3K$29.5M0.8%+39.3%
CRM SALESFORCE INCTechnology154.7K$28.9M0.8%+6.1%
EXC EXELON CORPUtilities579.5K$28.4M0.7%+0.9%
DGX QUEST DIAGNOSTICS INCHealthcare137.1K$26.9M0.7%-0.6%
CBOE CBOE GLOBAL MARKETS INCFinancials94.9K$26.7M0.7%+852.0%
MNST MONSTER BEVERAGE CORPConsumer staples368.0K$26.7M0.7%+2.7%
FOXA FOX CORP - CLASS ACommunications453.2K$26.5M0.7%+34.3%
STXN SEAGATE TECHNOLOGY HOLDINGS63.2K$24.8M0.7%+177.2%
AKAM AKAMAI TECHNOLOGIES INCServices media210.5K$24.2M0.6%-17.0%
ACN ACCENTURE PLC-CL AServices media119.9K$23.8M0.6%+12.6%
ZM ZOOM COMMUNICATIONS INCTechnology294.5K$23.7M0.6%+13.4%
IDXX IDEXX LABORATORIES INCMaterials41.8K$23.5M0.6%-0.7%
DHI DR HORTON INCIndustrials156.3K$21.4M0.6%+27.8%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 13, 2026108$3.79B $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 18, 2026124$3.92B $K fixed canonicalSEC ↗
Q3 202513F-HRNov 21, 2025296$8.05B $K fixed canonicalSEC ↗
Q2 202513F-HRAug 6, 2025328$7.75B $K fixed canonicalSEC ↗
Q1 202513F-HRApr 24, 2025356$6.87B $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 10, 2025394$6.08B $K fixed canonicalSEC ↗
Q3 202413F-HRNov 12, 2024404$6.06B $K fixed canonicalSEC ↗
Q2 202413F-HRAug 8, 2024408$5.59B $K fixed canonicalSEC ↗
Q1 202413F-HRMay 8, 2024423$5.25B $K fixed canonicalSEC ↗