PGGM Investments

Other Low signal CIK 1472190
League rank
#930
in Other · #3216 overall
Long book
$5.70B
Q1 2026
Positions
67
Top-10 weight
35%
concentration
Last quarter
+12.2%
SPY +14.8%
Turnover
10%
of book per quarter

Strategy in plain words

auto-generated from filings

PGGM Investments is an institutional manager, running a $5.70B US long book across 67 positions.

The portfolio is moderately concentrated (top 10 ≈ 35% of the book). The book barely moves quarter to quarter — a patient, low-turnover holder. Current anchor positions: WELLTOWER INC, PROLOGIS INC, EQUINIX INC, ALBEMARLE CORP, EXTRA SPACE STORAGE INC.

Over the last 9 quarters its long book ran on average 1pp per quarter behind the S&P 500, beating the index in 4 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
-0.1%
Q2 2024
+11.1%
Q3 2024
-2.9%
Q4 2024
-1.7%
Q1 2025
+4.2%
Q2 2025
+6.1%
Q3 2025
+2.7%
Q4 2025
-0.6%
Q1 2026
+12.2%

Sector allocation

Technology
36%
Healthcare
25%
Materials
12%
Other
8%
Utilities
7%
Consumer staples
6%
Services media
4%
Consumer discretionary
1%

Long book by quarter

$6.90B
Q1 2024
$6.99B
Q2 2024
$7.81B
Q3 2024
$7.52B
Q4 2024
$7.42B
Q1 2025
$5.77B
Q2 2025
$6.18B
Q3 2025
$6.32B
Q4 2025
$5.70B
Q1 2026

What does PGGM Investments own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ALB ALBEMARLE CORPMaterials909.2K$163.2M2.9%-23.3%
GOOGL ALPHABET INC-CL ATechnology544.0K$156.4M2.7%Held
MSFT MICROSOFT CORPTechnology421.0K$155.8M2.7%+3.0%
TMO THERMO FISHER SCIENTIFIC INCOther309.2K$152.0M2.7%-10.7%
LIN LINDE PLCMaterials304.1K$150.8M2.6%Held
RUN SUNRUN INCTechnology9.5M$129.5M2.3%+24.5%
NVDA NVIDIA CORPTechnology726.2K$126.7M2.2%Held
ILMN ILLUMINA INCHealthcare990.5K$122.1M2.1%-13.8%
LLY ELI LILLY & COHealthcare131.8K$121.2M2.1%+3.8%
NEE NEXTERA ENERGY INCUtilities1.2M$109.6M1.9%-18.8%
AZN ASTRAZENECA PLCHealthcare645.5K$94.8M1.7%New
AAPL APPLE INCTechnology357.9K$90.8M1.6%Held
ABT ABBOTT LABORATORIESHealthcare810.1K$83.2M1.5%Held
MDT MEDTRONIC PLCHealthcare910.3K$78.9M1.4%-10.0%
WCN WASTE CONNECTIONS INCUtilities454.3K$73.8M1.3%+7.2%
AVGO BROADCOM INCTechnology235.7K$73.0M1.3%Held
REGN REGENERON PHARMACEUTICALSHealthcare92.6K$71.5M1.3%Held
IQV IQVIA HOLDINGS INCHealthcare374.8K$63.9M1.1%+53.9%
VLTO VERALTO CORPTechnology701.9K$62.1M1.1%New
V VISA INC-CLASS A SHARESServices media201.2K$60.8M1.1%Held
ADM ARCHER-DANIELS-MIDLAND COConsumer staples830.2K$60.4M1.1%Held
SNPS SYNOPSYS INCTechnology140.7K$55.8M1.0%Held
CTVA CORTEVA INCConsumer staples641.0K$53.7M0.9%Held
PG PROCTER & GAMBLE CO/THEOther336.4K$48.6M0.9%Held
CDNS CADENCE DESIGN SYS INCTechnology158.3K$44.0M0.8%Held
ROP ROPER TECHNOLOGIES INCTechnology120.5K$42.6M0.7%Held
TTEK TETRA TECH INCServices media1.3M$37.8M0.7%-9.2%
MKC MCCORMICK & CO-NON VTG SHRSConsumer staples746.6K$37.7M0.7%Held
SEDG SOLAREDGE TECHNOLOGIES INCTechnology653.8K$33.4M0.6%-1.0%
ISRG INTUITIVE SURGICAL INCHealthcare62.3K$28.7M0.5%Held
WMS ADVANCED DRAINAGE SYSTEMS INOther190.3K$26.1M0.5%-44.0%
CNM CORE & MAIN INC-CLASS AConsumer discretionary467.4K$23.1M0.4%Held
APTV APTIV PLCIndustrials223.4K$15.5M0.3%Held
AGRO ADECOAGRO SAConsumer staples1.0M$15.5M0.3%-74.5%
UBER UBER TECHNOLOGIES INCServices media144.4K$10.4M0.2%Held

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202667$5.70B $K fixed canonicalSEC ↗
Q4 202513F-HRFeb 9, 202666$6.32B $K fixed canonicalSEC ↗
Q3 202513F-HROct 28, 202566$6.18B $K fixed canonicalSEC ↗
Q2 202513F-HRJul 18, 202568$5.77B $K fixed canonicalSEC ↗
Q1 202513F-HRMay 12, 2025347$7.42B $K fixed canonicalSEC ↗
Q4 202413F-HRFeb 10, 2025345$7.52B $K fixed canonicalSEC ↗
Q3 202413F-HRNov 13, 2024348$7.81B $K fixed canonicalSEC ↗
Q2 202413F-HRJul 16, 2024344$6.99B $K fixed canonicalSEC ↗
Q1 202413F-HRMay 24, 2024365$6.90B $K fixed canonicalSEC ↗