Latest PGGM Investments Stock Portfolio
PGGM Investments Performance:
2025 Q1: -2.58%YTD: -2.58%2024: 7.14%
Performance for 2025 Q1 is -2.58%, and YTD is -2.58%, and 2024 is 7.14%.
About PGGM Investments and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, PGGM Investments reported an equity portfolio of $7.4 Billions as of 31 Mar, 2025.
The top stock holdings of PGGM Investments are WELL, EQIX, AAPL. The fund has invested 5.5% of it's portfolio in WELLTOWER INC COM and 4.1% of portfolio in EQUINIX INC COM.
The fund managers got completely rid off FASTENAL CO COM (FAST), SPROUTS FMRS MKT INC COM (SFM) and NUCOR CORP COM (NUE) stocks. They significantly reduced their stock positions in WP CAREY INC COM (WPC), WEYERHAEUSER CO MTN BE COM NEW (WY) and CSX CORP COM (CSX). PGGM Investments opened new stock positions in ESSENTIAL PPTYS RLTY TR INC COM (EPRT), CAMDEN PPTY TR SH BEN INT (CPT) and MACERICH CO COM (MAC). The fund showed a lot of confidence in some stocks as they added substantially to FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT), VERIZON COMMUNICATIONS INC COM (VZ) and IQVIA HLDGS INC COM (IQV).
The top stock holdings of PGGM Investments are WELL, EQIX, AAPL. The fund has invested 5.5% of it's portfolio in WELLTOWER INC COM and 4.1% of portfolio in EQUINIX INC COM.
The fund managers got completely rid off FASTENAL CO COM (FAST), SPROUTS FMRS MKT INC COM (SFM) and NUCOR CORP COM (NUE) stocks. They significantly reduced their stock positions in WP CAREY INC COM (WPC), WEYERHAEUSER CO MTN BE COM NEW (WY) and CSX CORP COM (CSX). PGGM Investments opened new stock positions in ESSENTIAL PPTYS RLTY TR INC COM (EPRT), CAMDEN PPTY TR SH BEN INT (CPT) and MACERICH CO COM (MAC). The fund showed a lot of confidence in some stocks as they added substantially to FEDERAL RLTY INVT TR NEW SH BEN INT NEW (FRT), VERIZON COMMUNICATIONS INC COM (VZ) and IQVIA HLDGS INC COM (IQV).
PGGM Investments Annual Return Estimates Vs S&P 500
Our best estimate is that PGGM Investments made a return of -2.58% in the last quarter. In trailing 12 months, it's portfolio return was 0.57%.
New Buys
| Ticker | $ Bought |
|---|---|
| essential pptys rlty tr inc com | 93,772,000 |
| camden ppty tr sh ben int | 81,885,000 |
| macerich co com | 59,591,000 |
| walmart inc com | 32,873,000 |
| caretrust reit inc com | 14,089,000 |
| waste connections inc com | 9,740,000 |
| live nation entertainment in com | 3,022,000 |
| charter communications inc n cl a | 2,346,000 |
New stocks bought by PGGM Investments
Additions
Additions to existing portfolio by PGGM Investments
Reductions
| Ticker | % Reduced |
|---|---|
| wp carey inc com | -99.11 |
| weyerhaeuser co mtn be com new | -85.41 |
| csx corp com | -82.11 |
| regency ctrs corp com | -76.48 |
| danaher corporation com | -71.67 |
| american wtr wks co inc new com | -68.26 |
| sun cmntys inc com | -62.98 |
| west pharmaceutical svsc inc com | -59.85 |
PGGM Investments reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| fastenal co com | -13,620,000 |
| grail inc com | -1,224,000 |
| sprouts fmrs mkt inc com | -6,729,000 |
| uber technologies inc com | -2,847,000 |
| nucor corp com | -2,939,000 |
| globe life inc com | -1,986,000 |
| teradyne inc com | -1,620,000 |
| microchip technology inc. com | -427,000 |
PGGM Investments got rid off the above stocks
Sector Distribution
PGGM Investments has about 45.3% of it's holdings in Real Estate sector.
| Sector | % |
|---|---|
| Real Estate | 45.3 |
| Technology | 14.4 |
| Financial Services | 8 |
| Healthcare | 7.9 |
| Industrials | 5.5 |
| Consumer Cyclical | 4.9 |
| Communication Services | 4.8 |
| Others | 3.8 |
| Basic Materials | 2.8 |
| Consumer Defensive | 1.8 |
Market Cap. Distribution
PGGM Investments has about 85.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 64.4 |
| MEGA-CAP | 20.9 |
| MID-CAP | 10.7 |
| UNALLOCATED | 3.6 |
Stocks belong to which Index?
About 82.7% of the stocks held by PGGM Investments either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 79.1 |
| Others | 17.2 |
| RUSSELL 2000 | 3.6 |
PGGM Investments Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of PGGM Investments
PGGM Investments has 347 stocks in it's portfolio. About 29.8% of the portfolio is in top 10 stocks. EQIX proved to be the most loss making stock for the portfolio. WELL was the most profitable stock for PGGM Investments last quarter.
Last Reported on: 12 May, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| A | agilent technologies inc com | 0.08 | 48,670 | 5,693,000 | reduced | -5.74 | ||
| AAPL | apple inc com | 3.13 | 1,046,500 | 232,460,000 | reduced | -6.92 | ||
| ABBV | abbvie inc com | 0.17 | 60,878 | 12,755,000 | reduced | -6.32 | ||
| ABC | cencora inc com | 0.13 | 33,508 | 9,318,000 | reduced | -46.81 | ||
| ABNB | airbnb inc com cl a | 0.00 | 2,772 | 331,000 | reduced | -18.13 | ||
| ABT | abbott labs com | 1.18 | 659,670 | 87,505,000 | reduced | -2.99 | ||
| ACGL | arch cap group ltd ord | 0.14 | 109,432 | 10,525,000 | reduced | -9.84 | ||
| ACN | accenture plc ireland shs class a | 0.15 | 36,566 | 11,410,000 | added | 3.57 | ||
| ADBE | adobe inc com | 0.11 | 20,721 | 7,947,000 | added | 6.44 | ||
| ADC | agree rlty corp com | 1.00 | 956,246 | 73,813,000 | added | 480 | ||
| ADM | archer daniels midland co com | 0.28 | 426,138 | 20,459,000 | unchanged | 0.00 | ||
| ADP | automatic data processing in com | 0.22 | 52,380 | 16,004,000 | added | 2.96 | ||
| ADSK | autodesk inc com | 0.01 | 3,826 | 1,002,000 | unchanged | 0.00 | ||
| AFL | aflac inc com | 0.28 | 190,127 | 21,140,000 | added | 1.14 | ||
| AGRO | adecoagro s a com | 0.68 | 4,500,000 | 50,265,000 | unchanged | 0.00 | ||
| AIG | american intl group inc com new | 0.23 | 195,284 | 16,978,000 | reduced | -0.93 | ||
| AIZ | assurant inc com | 0.04 | 14,156 | 2,969,000 | unchanged | 0.00 | ||
| AKAM | akamai technologies inc com | 0.02 | 17,768 | 1,430,000 | reduced | -7.58 | ||
| ALB | albemarle corp com | 0.55 | 561,949 | 40,472,000 | added | 5.2 | ||
| ALLE | allegion plc ord shs | 0.12 | 70,331 | 9,175,000 | added | 6.86 | ||