Achmea Investment Management B.V. — 13F Holdings & Portfolio

CIK 1697765 · latest 13F-HR filed 2026-05-13

Achmea Investment Management B.V. manages $3.8M in 13F-reported U.S. long-equity assets across 108 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (16.06%), GOOGL (6.96%), META (4.58%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 3 new positions, exited 18, added to 32, and trimmed 53.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

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AUM

$3.8M

Long-equity book

Holdings

108

Distinct positions

Period

2026-03-31

Filed 2026-05-13

Q/Q Activity

+3 / −18 / ↑32 / ↓53

vs 2025-12-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • CBOE GLOBAL MKTS INC$24.2K +966.2%
  • Seagate Technology Holdings PL$18.5K +294.4%
  • Verizon Communications Inc$13.6K +28.7%
  • Cheniere Energy Inc$13.4K +75.2%
  • Howmet Aerospace Inc$10.3K +101.7%
Show all 32

Top Trims

  • NVIDIA Corp-$40.5K -6.2%
  • JPMorgan Chase & Co-$28.5K -20.4%
  • Meta Platforms Inc-$24.1K -12.2%
  • Alphabet Inc-$22.6K -7.9%
  • Broadcom Inc-$18.4K -9.8%
Show all 53

New Positions

  • AstraZeneca PLC$64.0K
  • Ventas Inc$22.3K
  • DuPont de Nemours Inc$19.2K
Show all 3

Exited Positions

  • PRICE T ROWE GROUP INC$28.9K
  • GLOBAL PMTS INC$14.1K
  • S&P GLOBAL INC$9.2K
  • WARNER BROS DISCOVERY INC$7.2K
  • INTUITIVE SURGICAL INC$5.5K
Show all 18
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA Corp NVDA 67066G104 $608.3K 16.06% 3,488,002 SH
2 Alphabet Inc GOOGL 02079K305 $263.5K 6.96% 916,319 SH
3 Meta Platforms Inc META 30303M102 $173.5K 4.58% 303,217 SH
4 Broadcom Inc AVGO 11135F101 $169.4K 4.47% 547,182 SH
5 Alphabet Inc GOOG 02079K107 $166.4K 4.39% 579,909 SH
6 Lam Research Corp LRCX 512807306 $115.8K 3.06% 541,955 SH
7 JPMorgan Chase & Co JPM 46625H100 $111.2K 2.93% 377,971 SH
8 Trane Technologies plc TT G8994E103 $84.2K 2.22% 202,107 SH
9 AbbVie Inc ABBV 00287Y109 $79.5K 2.10% 365,642 SH
10 Cisco Systems Inc CSCO 17275R102 $76.3K 2.01% 982,967 SH
11 AstraZeneca PLC AZN G0593M107 $64.0K 1.69% 330,141 SH
12 NetFlix Inc NFLX 64110L106 $63.9K 1.69% 664,710 SH
13 AT&T Inc T 00206R102 $62.2K 1.64% 2,145,500 SH
14 Verizon Communications Inc VZ 92343V104 $60.9K 1.61% 1,212,789 SH
15 Goldman Sachs Group Inc GS 38141G104 $58.0K 1.53% 68,567 SH
16 Visa Inc V 92826C839 $55.4K 1.46% 183,394 SH
17 McKesson Corp MCK 58155Q103 $46.6K 1.23% 53,859 SH
18 Palantir Technologies Inc PLTR 69608A108 $45.7K 1.21% 312,718 SH
19 Booking Holdings Inc BKNG 09857L108 $40.3K 1.06% 9,562 SH
20 Mastercard Inc MA 57636Q104 $39.0K 1.03% 77,998 SH
21 HCA Healthcare Inc HCA 40412C101 $38.0K 1.00% 80,361 SH
22 TC Energy Corp TRP 87807B107 $37.8K 1.00% 606,209 SH
23 Cardinal Health Inc CAH 14149Y108 $36.5K 0.96% 172,833 SH
24 Johnson Controls International JCI G51502105 $36.5K 0.96% 278,619 SH
25 Xylem Inc/NY XYL 98419M100 $36.0K 0.95% 301,569 SH
26 General Electric Co GE 369604301 $35.7K 0.94% 125,738 SH
27 Costco Wholesale Corp COST 22160K105 $34.2K 0.90% 34,345 SH
28 Valero Energy Corp VLO 91913Y100 $33.9K 0.90% 137,320 SH
29 General Motors Co GM 37045V100 $33.6K 0.89% 450,921 SH
30 Baker Hughes Co BKR 05722G100 $33.0K 0.87% 541,037 SH
31 Emcor Group Inc EME 29084Q100 $31.5K 0.83% 42,639 SH
32 Cheniere Energy Inc LNG 16411R208 $31.3K 0.83% 110,424 SH
33 Manulife Financial Corp MFC 56501R106 $31.3K 0.82% 910,146 SH
34 Expedia Inc EXPE 30212P303 $31.2K 0.82% 135,219 SH
35 Adobe Systems Inc ADBE 00724F101 $30.1K 0.79% 123,858 SH
36 Medtronic PLC MDT G5960L103 $29.8K 0.79% 344,131 SH
37 Synchrony Financial SYF 87165B103 $29.6K 0.78% 435,648 SH
38 PayPal Holdings Inc PYPL 70450Y103 $29.5K 0.78% 653,280 SH
39 Salesforce Inc CRM 79466L302 $28.9K 0.76% 154,716 SH
40 Exelon Corp EXC 30161N101 $28.4K 0.75% 579,519 SH
41 Quest Diagnostics Inc /DE DGX 74834L100 $26.9K 0.71% 137,119 SH
42 CBOE GLOBAL MKTS INC CBOE 12503M108 $26.7K 0.70% 94,911 SH
43 Monster Beverage Corp MNST 61174X109 $26.7K 0.70% 367,971 SH
44 Fox Corp FOXA 35137L105 $26.5K 0.70% 453,203 SH
45 Seagate Technology Holdings PL STX G7997R103 $24.8K 0.65% 63,240 SH
46 Akamai Technologies Inc AKAM 00971T101 $24.2K 0.64% 210,479 SH
47 Accenture PLC ACN G1151C101 $23.8K 0.63% 119,939 SH
48 Zoom Communications Inc ZM 98980L101 $23.7K 0.62% 294,496 SH
49 IDEXX Laboratories Inc IDXX 45168D104 $23.5K 0.62% 41,757 SH
50 Ventas Inc VTR 92276F100 $22.3K 0.59% 273,276 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-05-13 $3.8M 108 0001697765-26-000002
2025-12-31 2026-02-18 $3.9M 123 0001697765-26-000001
2025-09-30 2025-11-21 $8.0M 296 0001697765-25-000007