PGGM Investments as of June 30, 2026
Portfolio Holdings for PGGM Investments
PGGM Investments holds 59 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 5.4 | $219M | 1.1M | 200.09 | |
| Alphabet Inc Cap Stk Cl A Class A (GOOGL) | 4.8 | $194M | 544k | 357.37 | |
| Thermo Fisher Scientific (TMO) | 4.3 | $175M | 350k | 501.36 | |
| Eli Lilly & Co. (LLY) | 3.9 | $158M | 132k | 1199.43 | |
| Linde SHS (LIN) | 3.9 | $158M | 304k | 518.94 | |
| Microsoft Corporation (MSFT) | 3.9 | $157M | 421k | 373.02 | |
| Apple (AAPL) | 3.8 | $153M | 529k | 289.36 | |
| Sunrun (RUN) | 3.1 | $128M | 9.5M | 13.38 | |
| Albemarle Corporation (ALB) | 3.0 | $123M | 909k | 135.03 | |
| Hdfc Bank Ads (HDB) | 3.0 | $120M | 4.7M | 25.83 | |
| Equinix (EQIX) | 2.9 | $117M | 112k | 1042.39 | |
| Welltower Inc Com reit (WELL) | 2.5 | $102M | 450k | 226.97 | |
| Illumina (ILMN) | 2.3 | $94M | 532k | 175.83 | |
| Astrazeneca Plc Ord Ord (AZN) | 2.2 | $91M | 646k | 141.00 | |
| Argenx Se Adr (ARGX) | 2.2 | $90M | 97k | 927.77 | |
| Broadcom (AVGO) | 2.2 | $89M | 236k | 377.75 | |
| Extra Space Storage (EXR) | 2.2 | $88M | 606k | 145.30 | |
| Iron Mountain (IRM) | 2.1 | $85M | 675k | 126.31 | |
| Abbott Laboratories (ABT) | 2.1 | $83M | 919k | 90.74 | |
| Visa Inc Com Cl A Class A (V) | 2.0 | $80M | 232k | 343.09 | |
| Iqvia Holdings (IQV) | 1.9 | $78M | 401k | 193.22 | |
| Nextera Energy (NEE) | 1.9 | $77M | 871k | 87.77 | |
| Waste Connections (WCN) | 1.9 | $76M | 454k | 166.69 | |
| Synopsys (SNPS) | 1.8 | $75M | 167k | 446.07 | |
| Medtronic SHS (MDT) | 1.8 | $71M | 910k | 78.23 | |
| Cadence Design Systems (CDNS) | 1.6 | $64M | 171k | 375.32 | |
| Veralto Corp SHS (VLTO) | 1.5 | $62M | 702k | 88.68 | |
| Archer Daniels Midland Company (ADM) | 1.4 | $59M | 767k | 76.40 | |
| Regeneron Pharmaceuticals (REGN) | 1.4 | $58M | 93k | 623.54 | |
| Healthcare Realty T (HR) | 1.4 | $56M | 2.8M | 20.17 | |
| Tetra Tech (TTEK) | 1.3 | $54M | 1.9M | 28.89 | |
| Peak (DOC) | 1.3 | $53M | 2.5M | 21.40 | |
| Simon Property (SPG) | 1.3 | $52M | 234k | 223.65 | |
| Americold Rlty Tr (COLD) | 1.3 | $52M | 3.3M | 15.72 | |
| Procter & Gamble Company (PG) | 1.2 | $49M | 336k | 146.64 | |
| Equity Lifestyle Properties (ELS) | 1.2 | $48M | 750k | 64.45 | |
| American Homes 4 Rent Cl A Class A (AMH) | 1.2 | $48M | 1.4M | 33.52 | |
| Corteva (CTVA) | 1.1 | $44M | 525k | 84.69 | |
| Macerich Company (MAC) | 1.0 | $42M | 1.7M | 25.19 | |
| Roper Industries (ROP) | 1.0 | $41M | 121k | 338.39 | |
| Prologis (PLD) | 1.0 | $39M | 287k | 135.47 | |
| McCormick & Company, Incorporated (MKC) | 0.9 | $38M | 747k | 50.42 | |
| Ventas (VTR) | 0.9 | $35M | 393k | 88.80 | |
| Alexandria Real Estate Equities (ARE) | 0.8 | $34M | 637k | 52.85 | |
| Core & Main Inc Cl A Class A (CNM) | 0.8 | $33M | 675k | 48.25 | |
| Ryman Hospitality Pptys (RHP) | 0.8 | $31M | 242k | 128.55 | |
| Invitation Homes (INVH) | 0.8 | $31M | 1.0M | 30.21 | |
| Advanced Drain Sys Inc Del (WMS) | 0.7 | $30M | 190k | 156.96 | |
| Intuitive Surgical (ISRG) | 0.6 | $25M | 62k | 397.68 | |
| Digital Realty Trust (DLR) | 0.6 | $24M | 134k | 179.58 | |
| Aptiv SHS (APTV) | 0.5 | $22M | 357k | 61.38 | |
| Public Storage (PSA) | 0.3 | $13M | 42k | 318.31 | |
| Cubesmart (CUBE) | 0.3 | $12M | 291k | 39.77 | |
| Uber Technologies (UBER) | 0.3 | $10M | 144k | 72.16 | |
| Federal Rlty Invt Tr New Sh Ben Int Int (FRT) | 0.2 | $9.4M | 76k | 123.44 | |
| Host Hotels & Resorts (HST) | 0.2 | $9.0M | 379k | 23.71 | |
| Brixmor Prty (BRX) | 0.1 | $5.5M | 175k | 31.53 | |
| Kilroy Realty Corporation (KRC) | 0.1 | $3.0M | 79k | 37.47 | |
| Essential Properties Realty reit (EPRT) | 0.0 | $328k | 11k | 29.80 |
