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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 NI NiSource Inc Utilities 39,454.0 $1.8M 0.05% -2K -5.2% $46.66 +2.2%
102 WDAY Workday Inc Technology 12,443.0 $1.6M 0.04% -2K -13.2% $129.95 -2.6%
103 RPRX Royalty Pharma PLC Healthcare 32,682.0 $1.6M 0.04% -2K -4.4% $47.98 +10.6%
104 OTIS Otis Worldwide Corp Industrials 14,020.0 $1.1M 0.03% -51K -78.4% $77.10 -7.1%
105 CDW CDW Corp/DE Technology 7,162.0 $867K 0.02% -83.0 -1.1% $121.06 -11.7%
106 NWSA News Corp class A Communication Services 31,591.0 $788K 0.02% -2K -5.2% $24.94 +5.3%
107 BCE BCE Inc Communication Services 28,637.0 $720K 0.02% +367.0 +1.3% $25.14 -3.0%
108 SE Sea Ltd Consumer Cyclical 4,160.0 $344K 0.01% $82.69 +5.5%
Page 6 of 6  ·  108 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%