ABN AMRO Bank N.V.

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 12, 2025), ABN AMRO Bank N.V. reported 157 stock positions worth $7.7 billion. Its top holding was Nvidia (NVDA) at 9.5% of the portfolio, followed by Microsoft (MSFT, 9.1%) and Palo Alto Networks (PANW, 4.4%). Compared with Q1 2025, it opened 8 new positions, sold out of 9, added to 83 and reduced 58. The biggest buy was Nvidia (NVDA, shares +1%) and the biggest sale an exit from Veeva Systems Class A (VEEV).

Most Recent 13F
Q2 2026
Location
AMSTERDAM, P7
CIK
0001561082
Portfolio Value
$7.7B (Q2 2025)
SEC Filing
0001561082-25-000003 ↗ filed Aug 12, 2025

Holdings Value

0$5.0B$10.0B$15.0B Q1 2024: $6.7B Q1 2024 Q2 2024: $6.6B Q2 2024 Q3 2024: $7.3B Q3 2024 Q4 2024: $7.4B Q4 2024 Q1 2025: $7.2B Q1 2025 Q2 2025: $7.7B $7.7B Q2 2025 Q3 2025: $10.2B Q3 2025 Q4 2025: $10.6B Q4 2025 Q1 2026: $9.3B Q1 2026 Q2 2026: $7.7B Q2 2026

Holdings 157 stocks · $7.7B

NVDA Nvidia Corp. 9.47% 4,569,747 $726.5M Add +1.0%
MSFT Microsoft Corp. 9.10% 1,395,374 $698.5M Add +1.1%
PANW Palo Alto Networks Inc. 4.44% 1,656,000 $340.9M Add +3.4%
V Visa Inc. Class A 4.13% 888,479 $317.3M Add +0.6%
SPGI S&P Global Inc. 4.04% 585,279 $310.3M Add +1.3%
NFLX Netflix Inc. 3.99% 227,381 $306.3M Add +1.8%
TT Trane Technologies PLC 3.79% 661,844 $291.2M Add +1.3%
DIS The Walt Disney Co. filed as DISNEY WALT CO 3.20% 1,970,740 $245.8M Reduce -0.5%
TJX TJX Companies Inc. filed as TJX COS INC NEW 3.19% 1,970,807 $244.7M Reduce -11.1%
EBAY eBay Inc. 3.06% 3,140,914 $235.1M Reduce -12.7%
XYL Xylem Inc. 2.71% 1,600,104 $208.2M Add +0.7%
BAC Bank of America Corp. filed as BANK AMERICA CORP 2.64% 4,255,575 $202.4M Reduce -0.1%
SYK Stryker Corp. 2.49% 480,154 $191.0M Add +1.2%
LIN Linde PLC 2.44% 397,012 $187.4M Reduce -4.3%
ACN Accenture PLC Class A 2.43% 620,370 $186.5M Add +0.5%
MET Metlife Inc. 2.33% 2,209,220 $178.7M Add +0.2%
EQIX Equinix Inc. 2.25% 215,762 $172.6M Add +0.2%
ABBV Abbvie Inc. 2.25% 923,988 $172.6M Add +0.7%
AVGO Broadcom Inc. 2.16% 597,146 $165.6M Add +17.2%
LLY Eli Lilly & Co. 2.05% 200,899 $157.5M Add +0.9%
MRK Merck & Co. Inc. 1.95% 1,881,070 $149.8M Reduce -0.0%
JPM JPMorgan Chase & Co. 1.54% 405,578 $118.3M Add +3.4%
AMZN Amazon.com Inc. 1.40% 487,661 $107.6M Add +1.7%
COST Costco Wholesale Corp. 1.27% 98,079 $97.7M Add +24.1%
BLK BlackRock Inc. 1.26% 91,353 $96.4M Add +2.0%
UBER Uber Technologies Inc. 1.25% 1,020,810 $95.8M Add +4.2%
AAPL Apple Inc. 1.05% 391,104 $80.7M Add +0.9%
ROST Ross Stores Inc. 0.89% 535,018 $68.7M Add +61.9%
GOOG Alphabet Inc. Class C 0.86% 370,122 $66.0M Reduce -1.0%
VRTX Vertex Pharmaceuticals Inc. 0.78% 133,072 $59.6M Add +4.5%
CRH CRH PLC 0.71% 589,959 $54.6M Add +4.2%
UBS UBS Group AG-Reg 0.69% 1,571,564 $53.3M Add +3.6%
GOOGL Alphabet Inc. Class A 0.69% 298,351 $52.9M Add +2.6%
MSI Motorola Solutions Inc. 0.68% 123,574 $52.2M Add +3.6%
ZTS Zoetis Inc. 0.65% 319,715 $50.1M Add +5.0%
SLM SLM Corp. 0.60% 1,394,131 $46.0M Reduce -4.5%
SFM Sprouts Farmers Market Inc. 0.59% 275,035 $45.6M Reduce -3.4%
OC Owens Corning 0.45% 249,516 $34.5M Reduce -7.8%
LOPE Grand Canyon Education Inc. 0.44% 178,411 $33.9M Add +6.2%
KLAC KLA Corp. 0.41% 34,560 $31.1M Add +3.7%
FSLR First Solar Inc. 0.40% 184,223 $30.7M Add +4.9%
TSM Taiwan Semiconductor-SP ADR 0.39% 130,419 $29.7M Add +2.5%
ALV Autoliv Inc. 0.38% 256,715 $28.9M Add +8.1%
MA Mastercard Inc. Class A 0.37% 50,599 $28.6M Add +16.2%
ECL Ecolab Inc. 0.37% 104,358 $28.3M Reduce -85.2%
ADSK Autodesk Inc. 0.32% 77,952 $24.3M Add +5.0%
PG The Procter & Gamble Co. 0.31% 148,055 $23.7M Add +0.9%
BRK.B Berkshire Hathaway Inc. Class B 0.29% 46,186 $22.6M Reduce -9.2%
WAB Wabtec Corp. 0.28% 103,599 $21.8M Add +7.6%
ISRG Intuitive Surgical Inc. 0.26% 36,472 $19.9M Add +1.4%
AWK American Water Works Co. Inc. 0.26% 139,951 $19.6M Add +4.3%
SW Smurfit Westrock PLC 0.24% 433,019 $18.8M Add +5.5%
DE Deere & Co. 0.23% 34,545 $17.7M Reduce -0.6%
ADBE Adobe Inc. 0.23% 45,122 $17.6M Add +0.6%
DGX Quest Diagnostics Inc. 0.21% 91,198 $16.5M Add +6.1%
JCI Johnson Controls Internation 0.21% 154,027 $16.4M Add +3.2%
AMAT Applied Materials Inc. 0.20% 82,900 $15.3M Add +6.7%
T AT&T Inc. 0.19% 497,519 $14.5M Add +2.1%
WMS Advanced Drainage Systems Inc. 0.19% 124,654 $14.4M Add +1.4%
ELV Elevance Health Inc. 0.18% 36,080 $14.1M Add +1.6%
EW Edwards Lifesciences Corp. 0.18% 177,707 $14.0M New
GEN Gen Digital Inc. 0.17% 453,379 $13.4M Add +1.8%
PLNT Planet Fitness Inc. Class A 0.17% 120,477 $13.2M Add +5.6%
PWR Quanta Services Inc. 0.17% 33,482 $12.7M New
RMD Resmed Inc. 0.15% 43,749 $11.4M Add +0.7%
HOLX Hologic Inc. 0.15% 173,042 $11.3M Add +6.8%
MCD McDonald's Corp. 0.15% 37,871 $11.1M Add +0.7%
IP International Paper Co. 0.12% 199,956 $9.4M Add +1.8%
HD Home Depot Inc. 0.12% 24,989 $9.2M Add +1.1%
CRM Salesforce Inc. 0.12% 33,124 $9.1M Reduce -82.0%
ICE Intercontinental Exchange Inc. 0.12% 48,346 $8.9M Add +6.8%
CL Colgate-Palmolive Co. 0.10% 87,729 $8.0M Add +1.6%
META Meta Platforms Inc. Class A 0.10% 10,433 $7.7M Reduce -1.2%
AYI Acuity Inc. 0.10% 25,406 $7.6M Add +7.9%
KO The Coca-Cola Co. 0.10% 106,863 $7.6M Reduce -2.5%
AKAM Akamai Technologies Inc. 0.09% 86,435 $6.9M Add +2.1%
ARE Alexandria Real Estate Equit 0.09% 93,977 $6.9M Add +4.7%
ROK Rockwell Automation Inc. 0.09% 20,181 $6.7M Add +0.9%
BKNG Booking Holdings Inc. 0.09% 1,157 $6.7M Reduce -2.5%
HASI Ha Sustainable Infrastructur 0.08% 232,982 $6.3M Add +3.3%
MS Morgan Stanley 0.08% 44,329 $6.3M Add +3.4%
DAR Darling Ingredients Inc. 0.08% 160,902 $6.1M Add +0.8%
NOMD Nomad Foods Ltd. 0.08% 354,469 $6.1M Add +2.3%
TEL Te Connectivity PLC 0.08% 35,182 $6.0M Reduce -1.7%
RACE Ferrari NV 0.08% 11,854 $5.8M Add +8.6%
DDOG Datadog Inc. Class A 0.07% 41,264 $5.6M Add +30.0%
CSCO Cisco Systems Inc. 0.07% 78,085 $5.5M Reduce -2.7%
BSX Boston Scientific Corp. 0.07% 48,781 $5.3M Add +161.3%
MDT Medtronic PLC 0.07% 58,115 $5.1M Reduce -43.4%
INTU Intuit Inc. 0.06% 5,350 $4.2M Add +0.2%
NOW ServiceNow Inc. 0.05% 3,828 $4.0M New
XOM Exxon Mobil Corp. 0.05% 33,552 $3.6M Add +152.3%
MDLZ Mondelez International Inc. Class A 0.04% 45,122 $3.1M Add +0.6%
ANET Arista Networks Inc. 0.04% 27,457 $2.8M Add +21.5%
PLTR Palantir Technologies Inc. Class A 0.04% 20,000 $2.7M No change
PNR Pentair PLC 0.03% 25,729 $2.7M Reduce -23.8%
CW Curtiss-Wright Corp. 0.03% 5,008 $2.5M Add +51.3%
STN Stantec Inc. 0.03% 18,029 $2.0M Reduce -5.1%
SNPS Synopsys Inc. 0.03% 3,734 $1.9M Add +10.6%
AMT American Tower Corp. 0.02% 8,025 $1.8M Reduce -96.9%

Show all 157 holdings

Portfolio Sells Q1 2025 → Q2 2025

VEEV Veeva Systems Inc. Class A Sold out 0.00% −2.63
ECL Ecolab Inc. Reduce -85.2% 0.37% −2.09
REGN Regeneron Pharmaceuticals Reduce -99.6% 0.01% −1.93
AMT American Tower Corp. Reduce -96.9% 0.02% −0.76
CRM Salesforce Inc. Reduce -82.0% 0.12% −0.56
TJX TJX Companies Inc. Reduce -11.1% 3.19% −0.54
MRK Merck & Co. Inc. Reduce -0.0% 1.95% −0.38
EBAY eBay Inc. Reduce -12.7% 3.06% −0.30
LIN Linde PLC Reduce -4.3% 2.44% −0.22
OC Owens Corning Reduce -7.8% 0.45% −0.08
BRK.B Berkshire Hathaway Inc. Class B Reduce -9.2% 0.29% −0.08
UNH Unitedhealth Group Inc. Reduce -84.7% 0.01% −0.07
HAS Hasbro Inc. Sold out 0.00% −0.07
COR Cencora Inc. Sold out 0.00% −0.07
MDT Medtronic PLC Reduce -43.4% 0.07% −0.06
ENPH Enphase Energy Inc. Sold out 0.00% −0.06
EMR Emerson Electric Co. Reduce -74.7% 0.02% −0.05
CARR Carrier Global Corp. Sold out 0.00% −0.05
D Dominion Energy Inc. Reduce -56.9% 0.02% −0.02
RTX RTX Corp. Sold out 0.00% −0.02
TMO Thermo Fisher Scientific Inc. Reduce -41.8% 0.02% −0.02
CCJ Cameco Corp. Reduce -82.7% 0.01% −0.02
FTNT Fortinet Inc. Sold out 0.00% −0.01
KO The Coca-Cola Co. Reduce -2.5% 0.10% −0.01
PNR Pentair PLC Reduce -23.8% 0.03% −0.01
SFM Sprouts Farmers Market Inc. Reduce -3.4% 0.59% −0.01
INSP Inspire Medical Systems Inc. Reduce -10.5% 0.01% −0.00
TEVA Teva Pharmaceutical-SP ADR Sold out 0.00% −0.00
LOGI Logitech International-Reg Sold out 0.00% −0.00
JNJ Johnson & Johnson Reduce -27.9% 0.00% −0.00
NEE Nextera Energy Inc. Reduce -6.2% 0.02% −0.00
TYL Tyler Technologies Inc. Reduce -10.2% 0.02% −0.00
PNC PNC Financial Services Group Reduce -15.3% 0.01% −0.00
APD Air Products & Chemicals Inc. Reduce -4.4% 0.01% −0.00
CPRT Copart Inc. Reduce -0.2% 0.01% −0.00
LRN Stride Inc. Reduce -14.3% 0.02% −0.00
PEP Pepsico Inc. Reduce -2.6% 0.01% −0.00
ALB Albemarle Corp. Reduce -1.9% 0.00% −0.00
WDAY Workday Inc. Class A Reduce -10.1% 0.01% −0.00
TW Tradeweb Markets Inc. Class A Reduce -5.2% 0.01% −0.00
C Citigroup Inc. Reduce -28.5% 0.00% −0.00
BIDU Baidu Inc. - Spon ADR Reduce -2.6% 0.00% −0.00
LAUR Laureate Education Inc. Reduce -10.1% 0.02% −0.00
LMT Lockheed Martin Corp. Reduce -2.3% 0.01% −0.00
NKE Nike Inc. Class B Reduce -7.3% 0.00% −0.00
VRSK Verisk Analytics Inc. Reduce -0.2% 0.01% −0.00
LNG Cheniere Energy Inc. Reduce -0.3% 0.01% 0.00
RPRX Royalty Pharma PLC Class A Reduce -5.4% 0.02% +0.00
ENSG The Ensign Group Inc. Reduce -5.2% 0.01% +0.00
APP AppLovin Corp. Class A Reduce -5.2% 0.01% +0.00

Portfolio Buys Q1 2025 → Q2 2025

NVDA Nvidia Corp. Add +1.0% 9.47% +2.68
MSFT Microsoft Corp. Add +1.1% 9.10% +1.95
NFLX Netflix Inc. Add +1.8% 3.99% +1.11
AVGO Broadcom Inc. Add +17.2% 2.16% +0.98
TT Trane Technologies PLC Add +1.3% 3.79% +0.76
PANW Palo Alto Networks Inc. Add +3.4% 4.44% +0.67
ROST Ross Stores Inc. Add +61.9% 0.89% +0.31
UBER Uber Technologies Inc. Add +4.2% 1.25% +0.26
COST Costco Wholesale Corp. Add +24.1% 1.27% +0.24
JPM JPMorgan Chase & Co. Add +3.4% 1.54% +0.21
EW Edwards Lifesciences Corp. New 0.18% +0.18
PWR Quanta Services Inc. New 0.17% +0.17
AMZN Amazon.com Inc. Add +1.7% 1.40% +0.14
TSM Taiwan Semiconductor-SP ADR Add +2.5% 0.39% +0.10
XYL Xylem Inc. Add +0.7% 2.71% +0.10
KLAC KLA Corp. Add +3.7% 0.41% +0.09
FSLR First Solar Inc. Add +4.9% 0.40% +0.09
ALV Autoliv Inc. Add +8.1% 0.38% +0.09
BLK BlackRock Inc. Add +2.0% 1.26% +0.09
GOOGL Alphabet Inc. Class A Add +2.6% 0.69% +0.07
UBS UBS Group AG-Reg Add +3.6% 0.69% +0.06
SYK Stryker Corp. Add +1.2% 2.49% +0.05
NOW ServiceNow Inc. New 0.05% +0.05
JCI Johnson Controls Internation Add +3.2% 0.21% +0.05
ADSK Autodesk Inc. Add +5.0% 0.32% +0.05
MA Mastercard Inc. Class A Add +16.2% 0.37% +0.04
AMAT Applied Materials Inc. Add +6.7% 0.20% +0.04
WAB Wabtec Corp. Add +7.6% 0.28% +0.04
BSX Boston Scientific Corp. Add +161.3% 0.07% +0.04
LOPE Grand Canyon Education Inc. Add +6.2% 0.44% +0.04
CRH CRH PLC Add +4.2% 0.71% +0.03
DDOG Datadog Inc. Class A Add +30.0% 0.07% +0.03
XOM Exxon Mobil Corp. Add +152.3% 0.05% +0.03
GEV GE Vernova Inc. New 0.02% +0.02
PLNT Planet Fitness Inc. Class A Add +5.6% 0.17% +0.02
CW Curtiss-Wright Corp. Add +51.3% 0.03% +0.02
ROK Rockwell Automation Inc. Add +0.9% 0.09% +0.02
DGX Quest Diagnostics Inc. Add +6.1% 0.21% +0.01
AYI Acuity Inc. Add +7.9% 0.10% +0.01
ISRG Intuitive Surgical Inc. Add +1.4% 0.26% +0.01
RMD Resmed Inc. Add +0.7% 0.15% +0.01
MS Morgan Stanley Add +3.4% 0.08% +0.01
ANET Arista Networks Inc. Add +21.5% 0.04% +0.01
RACE Ferrari NV Add +8.6% 0.08% +0.01
GEN Gen Digital Inc. Add +1.8% 0.17% +0.01
DAR Darling Ingredients Inc. Add +0.8% 0.08% +0.01
INTU Intuit Inc. Add +0.2% 0.06% +0.01
HOLX Hologic Inc. Add +6.8% 0.15% +0.01
ICE Intercontinental Exchange Inc. Add +6.8% 0.12% +0.01
HON Honeywell International Inc. Add +100.0% 0.01% +0.01

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 231$7.7BNVDA, MSFT, AAPL, AVGO, AZN
Q1 2026 228$9.3BNVDA, MSFT, AZN, AVGO, PANW
Q4 2025 231$10.6BNVDA, MSFT, SPGI, V, BAC
Q3 2025 238$10.2BNVDA, MSFT, V, PANW, SPGI
Q2 2025 157$7.7BNVDA, MSFT, PANW, V, SPGI
Q1 2025 158$7.2BMSFT, NVDA, V, SPGI, PANW
Q4 2024 158$7.4BMSFT, NVDA, V, TT, SPGI
Q3 2024 156$7.3BMSFT, TT, NVDA, LIN, MRK
Q2 2024 153$6.6BTT, MSFT, LIN, MRK, V
Q1 2024 152$6.7BMSFT, LIN, TT, V, MRK