PGGM Investments — 13F holdings

PGGM Investments reported 59 holdings worth $4.06B in its 13F filing for Q2 2026, filed August 12, 2026.

Largest positions

1. NVDA NVIDIA CORPORATION — $219M (5.4%)
2. GOOGL ALPHABET INC — $194M (4.8%)
3. TMO THERMO FISHER SCIENTIFIC INC — $175M (4.3%)
4. LLY ELI LILLY & CO — $158M (3.9%)
5. LIN LINDE PLC — $158M (3.9%)
6. MSFT MICROSOFT CORP — $157M (3.9%)
7. AAPL APPLE INC — $153M (3.8%)
8. RUN SUNRUN INC — $128M (3.1%)
9. ALB ALBEMARLE CORP — $123M (3.0%)
10. HDB HDFC BANK LTD — $120M (3.0%)