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PGGM Investments 13F 持仓明细(2026-03-31) · 小隐寺数据中心
PGGM Investments
报告期 2026-03-31 · CIK 0001472190
持仓数
67
前50大市值合计
$5.22B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q1
21Q4
21Q3
21Q2
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 4
增持 31
减持 14
清仓 101
方向
标的
Δ市值
现股数(环比)
减持
AAPL
APPLE INC COM
-$185.3M
229,664
-78%
清仓
META
META PLATFORMS INC CL A
-$108.4M
0
-100%
清仓
AMZN
AMAZON COM INC COM
-$101.1M
0
-100%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
HDB
HDFC BANK LTD SPONSORED ADS
+$99.6M
1,899,954
+174%
增持
AVB
AVALONBAY CMNTYS INC COM
+$96.2M
478,966
+7783%
减持
NVDA
NVIDIA CORPORATION COM
-$91.6M
726,231
-62%
建仓
FR
FIRST INDL RLTY TR INC COM
+$77.0M
1,600,623
增持
—
LINDE PLC SHS
+$73.3M
304,112
+104%
清仓
JPM
JPMORGAN CHASE CO. COM
-$67.6M
0
-100%
增持
ILMN
ILLUMINA INC COM
+$67.3M
1,149,408
+115%
增持
TMO
THERMO FISHER SCIENTIFIC INC COM
+$64.4M
391,920
+106%
增持
NEE
NEXTERA ENERGY INC COM
+$63.6M
1,301,306
+245%
清仓
MA
MASTERCARD INCORPORATED CL A
-$62.4M
0
-100%
增持
LLY
ELI LILLY CO COM
+$61.6M
96,769
+478%
清仓
SUI
SUN CMNTYS INC COM
-$55.6M
0
-100%
建仓
CDNS
CADENCE DESIGN SYSTEM INC COM
+$53.0M
171,972
增持
AVGO
BROADCOM INC COM
+$49.8M
293,550
+58%
增持
RUN
SUNRUN INC COM
+$47.5M
7,007,258
+317%
减持
REXR
REXFORD INDL RLTY INC COM
-$45.6M
2,353,863
-29%
增持
CTVA
CORTEVA INC COM
+$45.5M
1,223,444
+68%
减持
COLD
AMERICOLD REALTY TRUST INC COM
-$44.4M
4,912,537
-16%
清仓
NFLX
NETFLIX INC COM
-$44.4M
0
-100%
增持
V
VISA INC COM CL A
+$43.4M
186,515
+186%
清仓
BKNG
BOOKING HOLDINGS INC COM
-$43.2M
0
-100%
增持
SNPS
SYNOPSYS INC COM
+$42.9M
133,394
+124%
清仓
AMH
AMERICAN HOMES 4 RENT CL A
-$40.2M
0
-100%
增持
WCN
WASTE CONNECTIONS INC COM
+$35.3M
241,155
+383%
增持
—
TRANE TECHNOLOGIES PLC SHS
+$34.5M
131,114
+93%
清仓
WMT
WALMART INC COM
-$32.9M
0
-100%
清仓
REG
REGENCY CTRS CORP COM
-$30.7M
0
-100%
减持
GOOGL
ALPHABET INC CAP STK CL A
-$30.2M
524,638
-34%
清仓
BAC
BANK AMERICA CORP COM
-$28.7M
0
-100%
减持
MSFT
MICROSOFT CORP COM
+$28.6M
379,569
-11%
清仓
BRK/B
BERKSHIRE HATHAWAY INC DEL CL B NEW
-$28.2M
0
-100%
增持
ABT
ABBOTT LABS COM
+$27.3M
844,272
+28%
清仓
CTAS
CINTAS CORP COM
-$27.1M
0
-100%
减持
CPT
CAMDEN PPTY TR SH BEN INT
-$27.1M
486,497
-27%
增持
ALB
ALBEMARLE CORP COM
+$26.6M
1,069,924
+90%
增持
ISRG
INTUITIVE SURGICAL INC COM NEW
+$25.6M
51,425
+973%
减持
HST
HOST HOTELS RESORTS INC COM
-$25.4M
1,227,288
-61%
增持
RHP
RYMAN HOSPITALITY PPTYS INC COM
+$24.7M
741,834
+40%
清仓
FICO
FAIR ISAAC CORP COM
-$24.7M
0
-100%
清仓
ITW
ILLINOIS TOOL WKS INC COM
-$24.4M
0
-100%
清仓
TSLA
TESLA INC COM
-$24.0M
0
-100%
清仓
TJX
TJX COS INC NEW COM
-$24.0M
0
-100%
增持
REGN
REGENERON PHARMACEUTICALS COM
+$23.7M
84,397
+160%
清仓
AXP
AMERICAN EXPRESS CO COM
-$23.6M
0
-100%
增持
ADM
ARCHER DANIELS MIDLAND CO COM
+$23.4M
830,238
+95%
减持
IRM
IRON MTN INC DEL COM
+$23.1M
1,565,792
-2%
清仓
CMCSA
COMCAST CORP NEW CL A
-$22.6M
0
-100%
增持
WMS
ADVANCED DRAIN SYS INC DEL COM
+$22.3M
388,484
+89%
清仓
GWW
GRAINGER W W INC COM
-$21.8M
0
-100%
减持
PLD
PROLOGIS INC. COM
-$21.6M
1,915,592
-4%
清仓
GS
GOLDMAN SACHS GROUP INC COM
-$21.3M
0
-100%
建仓
MKC
MCCORMICK CO INC COM NON VTG
+$21.2M
280,065
清仓
AFL
AFLAC INC COM
-$21.1M
0
-100%
增持
ROP
ROPER TECHNOLOGIES INC COM
+$21.1M
120,496
+51%
清仓
MRSH
MARSH MCLENNAN COS INC COM
-$20.3M
0
-100%
增持
FRT
FEDERAL RLTY INVT TR NEW SH BEN INT NEW
+$19.8M
1,245,342
+24%
清仓
PG
PROCTER AND GAMBLE CO COM
-$18.7M
0
-100%
清仓
C
CITIGROUP INC COM NEW
-$18.6M
0
-100%
清仓
QCOM
QUALCOMM INC COM
-$18.5M
0
-100%
清仓
OTIS
OTIS WORLDWIDE CORP COM
-$18.4M
0
-100%
清仓
GDDY
GODADDY INC CL A
-$18.3M
0
-100%
清仓
T
AT T INC COM
-$18.0M
0
-100%
建仓
CNM
CORE MAIN INC CL A
+$18.0M
298,500
清仓
COST
COSTCO WHSL CORP NEW COM
-$18.0M
0
-100%
清仓
VRSN
VERISIGN INC COM
-$17.4M
0
-100%
清仓
HD
HOME DEPOT INC COM
-$17.3M
0
-100%
清仓
AIG
AMERICAN INTL GROUP INC COM NEW
-$17.0M
0
-100%
清仓
BNY
BANK NEW YORK MELLON CORP COM
-$16.8M
0
-100%
减持
SPG
SIMON PPTY GROUP INC NEW COM
-$16.6M
784,908
-9%
清仓
FTNT
FORTINET INC COM
-$16.0M
0
-100%
清仓
ADP
AUTOMATIC DATA PROCESSING IN COM
-$16.0M
0
-100%
清仓
FISV
FISERV INC COM
-$15.9M
0
-100%
清仓
NVR
NVR INC COM
-$15.9M
0
-100%
清仓
IT
GARTNER INC COM
-$15.8M
0
-100%
清仓
—
CHUBB LIMITED COM
-$15.8M
0
-100%
清仓
PLTR
PALANTIR TECHNOLOGIES INC CL A
-$15.8M
0
-100%
清仓
SNA
SNAP ON INC COM
-$15.6M
0
-100%
清仓
AMP
AMERIPRISE FINL INC COM
-$15.6M
0
-100%
清仓
GE
GE AEROSPACE COM NEW
-$15.6M
0
-100%
清仓
MCK
MCKESSON CORP COM
-$15.6M
0
-100%
增持
TTEK
TETRA TECH INC NEW COM
+$15.6M
831,733
+70%
清仓
L
LOEWS CORP COM
-$15.2M
0
-100%
清仓
AZO
AUTOZONE INC COM
-$15.1M
0
-100%
增持
IQV
IQVIA HLDGS INC COM
+$15.0M
198,698
+115%
清仓
MTD
METTLER TOLEDO INTERNATIONAL COM
-$14.9M
0
-100%
清仓
ORLY
OREILLY AUTOMOTIVE INC COM
-$14.8M
0
-100%
清仓
HWM
HOWMET AEROSPACE INC COM
-$14.7M
0
-100%
增持
—
APTIV PLC COM SHS
+$14.4M
363,521
+108%
清仓
KLAC
KLA CORP COM NEW
-$14.2M
0
-100%
清仓
PH
PARKER-HANNIFIN CORP COM
-$13.9M
0
-100%
清仓
GILD
GILEAD SCIENCES INC COM
-$13.8M
0
-100%
清仓
CL
COLGATE PALMOLIVE CO COM
-$13.4M
0
-100%
增持
ARGX
ARGENX SE SPONSORED ADR
+$13.4M
76,699
+57%
减持
—
ADECOAGRO S A COM
-$13.3M
4,047,287
-10%
清仓
MAS
MASCO CORP COM
-$13.3M
0
-100%
清仓
CAH
CARDINAL HEALTH INC COM
-$13.2M
0
-100%
清仓
AMAT
APPLIED MATLS INC COM
-$13.1M
0
-100%
清仓
FIS
FIDELITY NATL INFORMATION SV COM
-$12.8M
0
-100%
清仓
ABBV
ABBVIE INC COM
-$12.8M
0
-100%
清仓
DOV
DOVER CORP COM
-$12.7M
0
-100%
清仓
LOW
LOWES COS INC COM
-$12.6M
0
-100%
增持
KRC
KILROY RLTY CORP COM
+$12.5M
3,100,393
+8%
清仓
BMY
BRISTOL-MYERS SQUIBB CO COM
-$12.4M
0
-100%
清仓
CI
THE CIGNA GROUP COM
-$12.2M
0
-100%
增持
ARE
ALEXANDRIA REAL ESTATE EQ IN COM
-$12.1M
1,130,962
+11%
清仓
WAB
WABTEC COM
-$12.0M
0
-100%
增持
ITRI
ITRON INC COM
+$12.0M
362,558
+6%
清仓
HCA
HCA HEALTHCARE INC COM
-$11.9M
0
-100%
清仓
EXPD
EXPEDITORS INTL WASH INC COM
-$11.9M
0
-100%
清仓
PHM
PULTE GROUP INC COM
-$11.7M
0
-100%
增持
—
JOHNSON CTLS INTL PLC SHS
+$11.6M
186,729
+85%
清仓
HIG
HARTFORD INSURANCE GROUP INC COM
-$11.6M
0
-100%
清仓
CRM
SALESFORCE INC COM
-$11.6M
0
-100%
清仓
—
ACCENTURE PLC IRELAND SHS CLASS A
-$11.4M
0
-100%
清仓
FOXA
FOX CORP CL A COM
-$11.3M
0
-100%
减持
ELS
EQUITY LIFESTYLE PPTYS INC COM
-$11.2M
1,892,266
-1%
清仓
EXPE
EXPEDIA GROUP INC COM NEW
-$11.2M
0
-100%
清仓
PYPL
PAYPAL HLDGS INC COM
-$10.9M
0
-100%
清仓
SEDG
SOLAREDGE TECHNOLOGIES INC COM
-$10.9M
0
-100%
清仓
SYF
SYNCHRONY FINANCIAL COM
-$10.8M
0
-100%
减持
INVH
INVITATION HOMES INC COM
-$10.7M
5,019,181
-0%
清仓
—
ARCH CAP GROUP LTD ORD
-$10.5M
0
-100%
清仓
APH
AMPHENOL CORP NEW CL A
-$10.5M
0
-100%
清仓
URI
UNITED RENTALS INC COM
-$10.5M
0
-100%
清仓
—
TE CONNECTIVITY PLC ORD SHS
-$10.4M
0
-100%
清仓
ECL
ECOLAB INC COM
-$10.3M
0
-100%
清仓
VRSK
VERISK ANALYTICS INC COM
-$10.3M
0
-100%
清仓
MKL
MARKEL GROUP INC COM
-$10.2M
0
-100%
清仓
MS
MORGAN STANLEY COM NEW
-$10.1M
0
-100%
清仓
DOCU
DOCUSIGN INC COM
-$9.9M
0
-100%
清仓
NLY
ANNALY CAPITAL MANAGEMENT IN COM NEW
-$9.8M
0
-100%
清仓
CTSH
COGNIZANT TECHNOLOGY SOLUTIO CL A
-$9.8M
0
-100%
清仓
TRV
TRAVELERS COMPANIES INC COM
-$9.8M
0
-100%
清仓
ZTS
ZOETIS INC CL A
-$9.6M
0
-100%
清仓
DIS
DISNEY WALT CO COM
-$9.3M
0
-100%
清仓
COR
CENCORA INC COM
-$9.3M
0
-100%
清仓
LRCX
LAM RESEARCH CORP COM NEW
-$9.3M
0
-100%
清仓
—
ALLEGION PLC ORD SHS
-$9.2M
0
-100%
清仓
APP
APPLOVIN CORP COM CL A
-$9.0M
0
-100%
清仓
SHW
SHERWIN WILLIAMS CO COM
-$8.7M
0
-100%
清仓
STT
STATE STR CORP COM
-$8.6M
0
-100%
清仓
ATO
ATMOS ENERGY CORP COM
-$8.4M
0
-100%
清仓
YUM
YUM BRANDS INC COM
-$8.4M
0
-100%
清仓
CPAY
CORPAY INC COM SHS
-$8.2M
0
-100%
清仓
—
FLEX LTD ORD
-$8.0M
0
-100%
清仓
ADBE
ADOBE INC COM
-$7.9M
0
-100%
清仓
EA
ELECTRONIC ARTS INC COM
-$7.8M
0
-100%
