PGGM Investments
Follow13F filer, CIK 1472190, ZEIST, Netherlands
PGGM Investments reported $5,767,256,000 across 68 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-07-18. Its ten largest share positions make up 36.05% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001472190-25-000003
- Period
- 2025-06-30
- Reported value
- $5.77B
- Holdings
- 68
- Top 10 weight
- 36.05%
- New
- 5
- Sold out
- 284
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| AVBadded | +472,890 | $96.2M |
| HDBadded | +1,206,592 | $92.5M |
| TMOadded | +202,045 | $81.9M |
| FRnew | +1,600,623 | $77M |
| LINadded | +155,100 | $72.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NVDAreduced | -1,177,849 | -$186M |
| AAPLreduced | -816,839 | -$168M |
| METAexited | -188,080 | -$108M |
| AMZNexited | -531,307 | -$101M |
| JPMexited | -275,567 | -$67.6M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Back to all 68 share positions
Sold out in Q2 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| METAMETA PLATFORMS INC | 188,080 | $108M | shares |
| AMZNAMAZON COM INC | 531,307 | $101M | shares |
| JPMJPMORGAN CHASE & CO | 275,567 | $67.6M | shares |
| MAMASTERCARD INCORPORATED | 113,821 | $62.4M | shares |
| SUISUN CMNTYS INC | 432,595 | $55.6M | shares |
| NFLXNETFLIX INC. | 47,624 | $44.4M | shares |
| BKNGBOOKING HOLDINGS INC | 9,372 | $43.2M | shares |
| AMHAMERICAN HOMES 4 RENT | 1,062,538 | $40.2M | shares |
| WMTWALMART INC | 374,450 | $32.9M | shares |
| REGREGENCY CTRS CORP | 415,679 | $30.7M | shares |
| BACBANK OF AMER CORP | 687,191 | $28.7M | shares |
| BRK-BBERKSHIRE HATHAWAY INC DEL | 52,874 | $28.2M | shares |
| CTASCINTAS CORP | 131,784 | $27.1M | shares |
| FICOFAIR ISAAC CORP | 13,385 | $24.7M | shares |
| ITWILLINOIS TOOL WKS INC | 98,358 | $24.4M | shares |
| TSLATESLA INC | 92,796 | $24M | shares |
| TJXTJX COS INC NEW | 197,435 | $24M | shares |
| AXPAMERICAN EXPRESS CO | 87,571 | $23.6M | shares |
| CMCSACOMCAST CORP NEW | 612,782 | $22.6M | shares |
| GWWWW GRAINGER INC | 22,042 | $21.8M | shares |
| GSGOLDMAN SACHS GROUP INC | 39,038 | $21.3M | shares |
| AFLAFLAC INC | 190,127 | $21.1M | shares |
| MRSHMARSH & MCLENNAN COS INC | 83,116 | $20.3M | shares |
| PGPROCTER & GAMBLE CO | 109,718 | $18.7M | shares |
| CCITIGROUP INC | 261,561 | $18.6M | shares |
| QCOMQUALCOMM INC | 120,458 | $18.5M | shares |
| OTISOTIS WORLDWIDE CORP | 177,812 | $18.4M | shares |
| GDDYGODADDY INC | 101,851 | $18.3M | shares |
| TAT&T INC | 637,329 | $18M | shares |
| COSTCOSTCO WHOLESALE CORPORATION | 19,032 | $18M | shares |
| VRSNVERISIGN INC | 68,690 | $17.4M | shares |
| HDHOME DEPOT INC | 47,092 | $17.3M | shares |
| AIGAMERICAN INTL GROUP INC | 195,284 | $17M | shares |
| BNYBANK OF NY MELLON CORP | 200,252 | $16.8M | shares |
| FTNTFORTINET INC | 166,464 | $16M | shares |
| ADPAUTOMATIC DATA PROCESSING IN | 52,380 | $16M | shares |
| FISVFISERV INC | 72,222 | $15.9M | shares |
| NVRNVR INC | 2,188 | $15.9M | shares |
| ITGARTNER INC | 37,743 | $15.8M | shares |
| CBCHUBB LIMITED | 52,366 | $15.8M | shares |
| PLTRPALANTIR TECHNOLOGIES INC | 187,148 | $15.8M | shares |
| SNASNAP ON INC | 46,360 | $15.6M | shares |
| AMPAMERIPRISE FINL INC | 32,237 | $15.6M | shares |
| GEGE AEROSPACE | 77,862 | $15.6M | shares |
| MCKMCKESSON CORP | 23,145 | $15.6M | shares |
| LLOEWS CORP | 165,555 | $15.2M | shares |
| AZOAUTOZONE INC | 3,963 | $15.1M | shares |
| MTDMETTLER TOLEDO INTERNATIONAL | 12,589 | $14.9M | shares |
| ORLYOREILLY AUTOMOTIVE INC | 10,349 | $14.8M | shares |
| HWMHOWMET AEROSPACE INC | 113,429 | $14.7M | shares |
| KLACKLA CORP | 20,827 | $14.2M | shares |
| PHPARKER-HANNIFIN CORP | 22,855 | $13.9M | shares |
| GILDGILEAD SCIENCES INC | 123,274 | $13.8M | shares |
| CLCOLGATE PALMOLIVE CO | 143,107 | $13.4M | shares |
| MASMASCO CORP | 190,659 | $13.3M | shares |
| CAHCARDINAL HEALTH INC | 96,115 | $13.2M | shares |
| AMATAPPLIED MATLS INC | 90,513 | $13.1M | shares |
| FISFIDELITY NATL INFORMATION SV | 171,659 | $12.8M | shares |
| ABBVABBVIE INC | 60,878 | $12.8M | shares |
| DOVDOVER CORP | 72,346 | $12.7M | shares |
| LOWLOWES COS INC | 53,891 | $12.6M | shares |
| BMYBRISTOL-MYERS SQUIBB CO | 202,639 | $12.4M | shares |
| CITHE CIGNA GROUP | 37,192 | $12.2M | shares |
| WABWABTEC | 66,426 | $12M | shares |
| HCAHCA HEALTHCARE INC | 34,404 | $11.9M | shares |
| EXPDEXPEDITORS INTL WASH INC | 98,635 | $11.9M | shares |
| PHMPULTE GROUP INC | 114,063 | $11.7M | shares |
| HIGHARTFORD INSURANCE GROUP INC | 93,731 | $11.6M | shares |
| CRMSALESFORCE INC | 43,111 | $11.6M | shares |
| ACNACCENTURE PLC IRELAND | 36,566 | $11.4M | shares |
| FOXAFOX CORP | 199,057 | $11.3M | shares |
| EXPEEXPEDIA GROUP INC | 66,595 | $11.2M | shares |
| PYPLPAYPAL HLDGS INC | 166,962 | $10.9M | shares |
| SEDGSOLAREDGE TECHNOLOGIES INC | 671,082 | $10.9M | shares |
| SYFSYNCHRONY FINANCIAL | 203,704 | $10.8M | shares |
| ACGLARCH CAP GROUP LTD | 109,432 | $10.5M | shares |
| APHAMPHENOL CORP | 160,443 | $10.5M | shares |
| URIUNITED RENTALS INC | 16,748 | $10.5M | shares |
| TELTE CONNECTIVITY PLC | 73,745 | $10.4M | shares |
| ECLECOLAB INC | 40,721 | $10.3M | shares |
| VRSKVERISK ANALYTICS INC | 34,583 | $10.3M | shares |
| MKLMARKEL GROUP INC | 5,472 | $10.2M | shares |
| MSMORGAN STANLEY | 86,640 | $10.1M | shares |
| DOCUDOCUSIGN INC | 121,162 | $9.86M | shares |
| NLYANNALY CAPITAL MANAGEMENT IN | 484,315 | $9.84M | shares |
| CTSHCOGNIZANT TECHNOLOGY SOLUTIO | 128,303 | $9.81M | shares |
| TRVTRAVELERS COMPANIES INC | 36,901 | $9.76M | shares |
| ZTSZOETIS INC | 58,528 | $9.64M | shares |
| DISDISNEY WALT CO | 94,657 | $9.34M | shares |
| CORCENCORA INC | 33,508 | $9.32M | shares |
| LRCXLAM RESEARCH CORP | 128,114 | $9.31M | shares |
| ALLEALLEGION PLC | 70,331 | $9.18M | shares |
| APPAPPLOVIN CORP | 33,862 | $8.97M | shares |
| SHWSHERWIN WILLIAMS CO | 24,774 | $8.65M | shares |
| STTSTATE STR CORP | 95,705 | $8.57M | shares |
| ATOATMOS ENERGY CORP | 54,410 | $8.41M | shares |
| YUMYUM BRANDS INC | 53,223 | $8.38M | shares |
| CPAYCORPAY INC | 23,432 | $8.17M | shares |
| FLEXFLEX LTD | 240,597 | $7.96M | shares |
| ADBEADOBE INC | 20,721 | $7.95M | shares |
| EAELECTRONIC ARTS INC | 54,269 | $7.84M | shares |
| TMUST-MOBILE US INC | 28,668 | $7.65M | shares |
| PNCPNC FINL SVCS GROUP INC | 42,414 | $7.46M | shares |
| COFCAPITAL ONE FINL CORP | 41,572 | $7.45M | shares |
| PRUPRUDENTIAL FINL INC | 65,284 | $7.29M | shares |
| EQHEQUITABLE HLDGS INC | 139,736 | $7.28M | shares |
| DOXAMDOCS LTD | 78,714 | $7.2M | shares |
| USBUS BANCORP | 170,491 | $7.2M | shares |
| METMETLIFE INC | 88,265 | $7.09M | shares |
| EBAYEBAY INC. | 103,635 | $7.02M | shares |
| BLDRBUILDERS FIRSTSOURCE INC | 55,732 | $6.96M | shares |
| FITBFIFTH THIRD BANCORP | 174,059 | $6.82M | shares |
| MRKMERCK & CO INC | 75,380 | $6.77M | shares |
| GRMNGARMIN LTD | 30,766 | $6.68M | shares |
| TWLOTWILIO INC | 67,850 | $6.64M | shares |
| IEXIDEX CORP | 35,792 | $6.48M | shares |
| SPOTSPOTIFY TECHNOLOGY S A | 11,509 | $6.33M | shares |
| CMICUMMINS INC | 19,622 | $6.15M | shares |
| WTWWILLIS TOWERS WATSON PLC LTD | 18,080 | $6.11M | shares |
| STLDSTEEL DYNAMICS INC | 48,510 | $6.07M | shares |
| AVYAVERY DENNISON CORP | 33,787 | $6.01M | shares |
| NINISOURCE INC | 147,986 | $5.93M | shares |
| LENLENNAR CORP | 51,522 | $5.91M | shares |
| WRBBERKLEY W R CORP | 82,195 | $5.85M | shares |
| FERGFERGUSON ENTERPRISES INC | 36,172 | $5.8M | shares |
| HEIHEICO CORP NEW | 21,619 | $5.78M | shares |
| HLTHILTON WORLDWIDE HLDGS INC | 25,205 | $5.74M | shares |
| HOLXHOLOGIC INC | 92,272 | $5.7M | shares |
| AAGILENT TECHNOLOGIES INC | 48,670 | $5.69M | shares |
| GENGEN DIGITAL INC | 213,495 | $5.67M | shares |
| CFGCITIZENS FINL GROUP INC | 138,277 | $5.67M | shares |
| DISCOVER FINL SVCSDISCOVER FINL SVCS | 32,110 | $5.48M | shares |
| TFCTRUIST FINL CORP | 132,961 | $5.47M | shares |
| VLTOVERALTO CORP | 55,591 | $5.42M | shares |
| RMDRESMED INC | 23,613 | $5.29M | shares |
| DHID R HORTON INC | 41,564 | $5.28M | shares |
| NTAPNETAPP INC | 60,133 | $5.28M | shares |
| ROSTROSS STORES INC | 40,607 | $5.19M | shares |
| RFREGIONS FINANCIAL CORP NEW | 233,262 | $5.07M | shares |
| NTRSNORTHERN TR CORP | 50,983 | $5.03M | shares |
| PCARPACCAR INC | 51,643 | $5.03M | shares |
| PNRPENTAIR PLC | 57,428 | $5.02M | shares |
| WATWATERS CORP | 13,614 | $5.02M | shares |
| DEDEERE & CO | 10,370 | $4.87M | shares |
| EGEVEREST GROUP LTD | 13,108 | $4.76M | shares |
| DPZDOMINOS PIZZA INC | 10,243 | $4.71M | shares |
| VSTVISTRA CORP | 39,993 | $4.7M | shares |
| FNFFIDELITY NATL FINL INC | 71,332 | $4.64M | shares |
| WMWASTE MGMT INC DEL | 19,978 | $4.62M | shares |
| SSNCSS&C TECH HLDGS | 55,235 | $4.61M | shares |
| LHLABCORP HOLDINGS INC | 19,777 | $4.6M | shares |
| FTVFORTIVE CORP | 62,155 | $4.55M | shares |
| VZVERIZON COMMUNICATIONS INC | 98,124 | $4.45M | shares |
| DGXQUEST DIAGNOSTICS INC | 25,230 | $4.27M | shares |
| AWKAMERICAN WTR WKS CO INC NEW | 28,546 | $4.21M | shares |
| PAYXPAYCHEX INC | 27,231 | $4.2M | shares |
| UALUNITED AIRLS HLDGS INC | 60,209 | $4.16M | shares |
| CNACNA FINL CORP | 81,008 | $4.11M | shares |
| DRIDARDEN RESTAURANTS INC | 19,606 | $4.07M | shares |
| PFGPRINCIPAL FINANCIAL GROUP IN | 48,179 | $4.07M | shares |
| UNPUNION PAC CORP | 16,900 | $3.99M | shares |
| PEPPEPSICO INC | 26,156 | $3.92M | shares |
| BLKBLACKROCK INC | 4,095 | $3.88M | shares |
| TDGTRANSDIGM GROUP INC | 2,757 | $3.81M | shares |
| ROLROLLINS INC | 68,747 | $3.71M | shares |
| MAAMID-AMER APT CMNTYS INC | 21,795 | $3.65M | shares |
| PKGPACKAGING CORP AMER | 17,548 | $3.48M | shares |
| MSCIMSCI INC | 6,095 | $3.45M | shares |
| DASHDOORDASH INC | 18,788 | $3.43M | shares |
| ESSESSEX PPTY TR INC | 11,072 | $3.39M | shares |
| CBSHCOMMERCE BANCSHARES INC | 54,151 | $3.37M | shares |
| MCOMOODYS CORP | 7,132 | $3.32M | shares |
| ICEINTERCONTINENTAL EXCHANGE IN | 19,137 | $3.3M | shares |
| SEICSEI INVTS CO | 42,444 | $3.29M | shares |
| KMBKIMBERLY-CLARK CORP | 22,926 | $3.26M | shares |
| ORCLORACLE CORP | 23,176 | $3.24M | shares |
| OMCOMNICOM GROUP INC | 38,472 | $3.19M | shares |
| PEGPUBLIC SVC ENTERPRISE GROUP | 38,645 | $3.18M | shares |
| LYVLIVE NATION ENTERTAINMENT IN | 23,142 | $3.02M | shares |
| HRBBLOCK H & R INC | 54,159 | $2.97M | shares |
| AIZASSURANT INC | 14,156 | $2.97M | shares |
| CBRECBRE GROUP INC | 22,679 | $2.97M | shares |
| ANETARISTA NETWORKS INC | 37,826 | $2.93M | shares |
| ALLYALLY FINL INC | 78,430 | $2.86M | shares |
| ZGZILLOW GROUP INC | 42,772 | $2.86M | shares |
| FFIVF5 INC | 10,494 | $2.79M | shares |
| SYKSTRYKER CORPORATION | 7,407 | $2.76M | shares |
| FBINFORTUNE BRANDS INNOVATIONS I | 45,157 | $2.75M | shares |
| FCNCAFIRST CTZNS BANCSHARES INC D | 1,474 | $2.73M | shares |
| VRTVERTIV HOLDINGS CO | 37,555 | $2.71M | shares |
| MARMARRIOTT INTL INC NEW | 11,309 | $2.69M | shares |
| TROWPRICE T ROWE GROUP INC | 28,613 | $2.63M | shares |
| VOYAVOYA FINANCIAL INC | 38,687 | $2.62M | shares |
| JEFJEFFERIES FINANCIAL GROUP IN | 48,676 | $2.61M | shares |
| DALDELTA AIR LINES INC | 59,044 | $2.57M | shares |
| ZBHZIMMER BIOMET HOLDINGS INC | 22,603 | $2.56M | shares |
| NOWSERVICENOW INC | 3,115 | $2.48M | shares |
| RSGREPUBLIC SVCS INC | 10,199 | $2.47M | shares |
| SYYSYSCO CORP | 32,898 | $2.47M | shares |
| CHTRCHARTER COMMUNICATIONS INC | 6,366 | $2.35M | shares |
| CINFCINCINNATI FINL CORP | 15,695 | $2.32M | shares |
| IRINGERSOLL RAND INC | 28,586 | $2.29M | shares |
| INGRINGREDION INC | 16,672 | $2.25M | shares |
| BROBROWN & BROWN INC | 17,910 | $2.23M | shares |
| DDOMINION ENERGY INC | 39,470 | $2.21M | shares |
| BRBROADRIDGE FINL SOLUTIONS IN | 9,021 | $2.19M | shares |
| JKHYHENRY JACK & ASSOC INC | 11,889 | $2.17M | shares |
| TTDTHE TRADE DESK INC | 38,606 | $2.11M | shares |
| PWRQUANTA SVCS INC | 8,242 | $2.1M | shares |
| DHRDANAHER CORP DEL | 9,366 | $1.92M | shares |
| EDCONSOLIDATED EDISON INC | 16,351 | $1.81M | shares |
| DTEDTE ENERGY CO | 13,063 | $1.81M | shares |
| PGRPROGRESSIVE CORP | 6,234 | $1.76M | shares |
| UHSUNIVERSAL HLTH SVCS INC | 9,206 | $1.73M | shares |
| DVADAVITA INC | 11,293 | $1.73M | shares |
| ARWARROW ELECTRS INC | 16,477 | $1.71M | shares |
| HUBSHUBSPOT INC | 2,955 | $1.69M | shares |
| DDDUPONT DE NEMOURS INC | 22,120 | $1.65M | shares |
| LKQLKQ CORP | 37,980 | $1.62M | shares |
| PPGPPG INDS INC | 14,471 | $1.58M | shares |
| KOCOCA COLA CO | 21,864 | $1.57M | shares |
| CARRCARRIER GLOBAL CORPORATION | 24,321 | $1.54M | shares |
| FCXFREEPORT MCMORAN INC | 40,467 | $1.53M | shares |
| NWSANEWS CORP NEW | 55,748 | $1.52M | shares |
| MTBM & T BK CORP | 8,412 | $1.5M | shares |
| WPCWP CAREY INC | 23,186 | $1.46M | shares |
| VNTVONTIER CORPORATION | 44,378 | $1.46M | shares |
| AKAMAKAMAI TECHNOLOGIES INC | 17,768 | $1.43M | shares |
| ODFLOLD DOMINION FREIGHT LINE IN | 8,629 | $1.43M | shares |
| WUWESTERN UN CO | 121,944 | $1.29M | shares |
| LYBLYONDELLBASELL INDUSTRIES NV | 18,192 | $1.28M | shares |
| IDXXIDEXX LABS INC | 3,037 | $1.27M | shares |
| MRPMILLROSE PPTYS INC | 46,955 | $1.25M | shares |
| EIXEDISON INTL | 21,090 | $1.24M | shares |
| ULTAULTA BEAUTY INC | 3,373 | $1.24M | shares |
| MCDMCDONALDS CORP | 3,907 | $1.22M | shares |
| WSTWEST PHARMACEUTICAL SVSC INC | 4,921 | $1.1M | shares |
| APOAPOLLO GLOBAL MGMT INC | 8,020 | $1.1M | shares |
| DECKDECKERS OUTDOOR CORP | 9,784 | $1.09M | shares |
| MPWRMONOLITHIC PWR SYS INC | 1,839 | $1.07M | shares |
| PANWPALO ALTO NETWORKS INC | 6,178 | $1.05M | shares |
| ADSKAUTODESK INC | 3,826 | $1M | shares |
| UIUBIQUITI INC | 3,010 | $934K | shares |
| BURLBURLINGTON STORES INC | 3,880 | $925K | shares |
| WECWEC ENERGY GROUP INC | 8,421 | $918K | shares |
| CMSCMS ENERGY CORP | 12,013 | $902K | shares |
| AMEAMETEK INC | 5,237 | $901K | shares |
| BBYBEST BUY INC | 12,208 | $899K | shares |
| VMRKVIVMARK RESIDENTIAL | 12,208 | $874K | shares |
| GLWCORNING INC | 17,582 | $805K | shares |
| HBANHUNTINGTON BANCSHARES INC | 50,604 | $760K | shares |
| PTCPTC INC | 4,540 | $703K | shares |
| XYLXYLEM INC | 5,855 | $699K | shares |
| FDSFACTSET RESH SYS INC | 1,444 | $657K | shares |
| VTRVENTAS INC | 9,185 | $632K | shares |
| GEHCGE HEALTHCARE TECHNOLOGIES I | 7,406 | $598K | shares |
| KKRKKR & CO INC | 5,097 | $589K | shares |
| CSXCSX CORP | 18,981 | $559K | shares |
| GMGENERAL MTRS CO | 11,840 | $557K | shares |
| CHRWC H ROBINSON WORLDWIDE IN | 5,249 | $537K | shares |
| EMNEASTMAN CHEM CO | 5,319 | $469K | shares |
| BALLBALL CORP | 7,953 | $414K | shares |
| ETNEATON CORP PLC | 1,364 | $371K | shares |
| FSLRFIRST SOLAR INC | 2,763 | $349K | shares |
| ABNBAIRBNB INC | 2,772 | $331K | shares |
| KEYKEYCORP | 19,960 | $319K | shares |
| TRUTRANSUNION | 3,651 | $303K | shares |
| JBHTHUNT J B TRANS SVCS INC | 1,920 | $284K | shares |
| WLKWESTLAKE CORPORATION | 2,668 | $267K | shares |
| CFCF INDUSTRIES HOLD | 3,380 | $264K | shares |
| RJFRAYMOND JAMES FINL INC | 1,881 | $261K | shares |
| DBDDIEBOLD NIXDORF INC | 4,776 | $209K | shares |
| IPINTERNATIONAL PAPER CO | 3,723 | $199K | shares |
| FGF&G ANNUITIES & LIFE INC | 5,320 | $192K | shares |
| WYWEYERHAEUSER CO | 5,171 | $151K | shares |
| BBWIBATH & BODY WORKS INC | 4,894 | $148K | shares |
| INTERPUBLIC GROUP COSINTERPUBLIC GROUP COS | 5,467 | $148K | shares |
| KIMKIMCO REALTY CORP | 6,931 | $147K | shares |
| NDAQNASDAQ INC | 1,932 | $147K | shares |
| IFFINTERNATIONAL FLAVORS&FRAGRA | 1,780 | $138K | shares |
| HPQHP INC | 4,634 | $128K | shares |
| SRESEMPRA | 1,779 | $127K | shares |
| ZBRAZEBRA TECHNOLOGIES CORPORATI | 433 | $122K | shares |
| NETCLOUDFLARE INC | 899 | $101K | shares |
How Q2 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0001472190-25-000003 | base | 2025-07-18 | acceptance time not in the bulk data set |