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Portfolio (Quarterly) Guide ↗

Achmea Investment Management B.V.

· CIK 0001697765
13F Portfolio $3.8B AUM 108 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 43 Added 48 Reduced 18 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMP Ameriprise Financial Inc Financial Services 9,441.0 $4.2M 0.11% +5K +119.4% $444.44 +1.4%
42 NVR NVR Inc Consumer Cyclical 329.0 $2.2M 0.06% +50.0 +17.9% $6589.67 -8.2%
43 BCE BCE Inc Communication Services 28,637.0 $720K 0.02% +367.0 +1.3% $25.14 -3.0%
Page 3 of 3  ·  43 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 34.1%
Communication Services 22.2%
Financial Services 10.9%
Healthcare 10.4%
Industrials 9.1%
Consumer Cyclical 5.0%
Energy 3.6%
Consumer Defensive 1.7%
Real Estate 1.4%
Basic Materials 0.8%