ING Q3 holdings: Nvidia, Apple and other tech giants collectively reduced their holdings, Micron Technology, Intel, and Western Digital received significant increases in positions

The Zhitong Finance App learned that according to the US Securities and Exchange Commission (SEC) disclosure, the Dutch International Group (ING) submitted a position report (13F) for the third quarter ending September 30, 2026. Statistics show that ING's total market value in the third quarter was US$17.7 billion, and the total market value of the previous quarter was US$20.5 billion. ING added 103 new shares to its portfolio in the third quarter and increased its holdings by 175 shares. At the same time, ING reduced its holdings by 217 shares and cleared 91 shares. Among them, ING's top ten holdings account for 34.14% of the total market value.

In terms of position preferences, individual stocks related to IT, industrial, and non-essential consumer goods ranked in the top three, accounting for 44.20%, 9.80%, and 8.97% of total holdings, respectively.

Among the top five major stocks, Nvidia (NBDA.US) ranked first, holding about 6.964 million shares, with a market value of about US$1.59 billion, accounting for 8.98% of the portfolio, down 14.28% from the number of holdings in the previous quarter.

Micron Technology (MU.US) ranked second, holding about 899,000 shares, with a market value of about US$960 million, accounting for 5.40% of the portfolio, an increase of 89.22% over the previous quarter.

Apple (AAPL.US) ranked third, with a holdings of about 1.867 million shares and a market value of about US$620 million, accounting for 3.51% of the portfolio, down 32.07% from the number of positions held in the previous quarter.

Microsoft (MSFT.US) ranked fourth, holding about 1.123 million shares with a market value of about US$560 million, accounting for 3.25% of the portfolio, down 45.44% from the number of positions held in the previous quarter.

Google-C (GOOG.US) ranked fifth, holding about 1.454 million shares with a market value of about US$50 billion, accounting for 2.80% of the portfolio, down 19.85% from the number of positions held in the previous quarter.

The sixth to tenth largest stocks are Meta (META.US), Broadcom (AVGO.US), Intel (INTC.US), Amazon (AMZN.US), and Mastercard (MA.US). Among them, the number of Meta holdings decreased by 29.49% from the previous quarter, the number of Broadcom holdings decreased by 36.95% from the previous quarter, the number of Intel holdings increased by 56.57% from the previous quarter, the number of Amazon holdings decreased by 24.16% from the previous quarter, and the number of Mastercard holdings decreased by 54.53% from the previous quarter.

Furthermore, among the top 25 major stocks, ING also drastically reduced its holdings of Google-A (GOOGL.US), Tesla (TSLA.US), and Applied Materials (AMAT.US)) in the third quarter, while also drastically increasing CX.US), Chevron (CVX.US), Caterpillar (CAT.US), Lily.US (LY.US), and Western Digital (WDC.US).

Judging from changes in position ratios, the top five buying targets are: Micron Technology, Caterpillar, Western Digital, Intel, and Chevron.

The top five sales targets are: Google-A, Applied Materials, Broadcom, Mastercard, and GE Aerospace (GE.US).