RGA Investment Advisors, an investment management company, has released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter-end figures concealed the inherent volatility in the market, which began with a steep sell-off and ended with clarity around global trade that changed the environment for evaluating enterprises. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.

In its second-quarter 2025 investor letter, RGA Investment Advisors highlighted stocks such as Workday, Inc. (NASDAQ:WDAY). Workday, Inc. (NASDAQ:WDAY) is a technology company that offers enterprise cloud applications. The one-month return of Workday, Inc. (NASDAQ:WDAY) was -3.26%, and its shares lost 2.81% of their value over the last 52 weeks. On August 15, 2025, Workday, Inc. (NASDAQ:WDAY) stock closed at $226.09 per share, with a market capitalization of $60.37 billion.

RGA Investment Advisors stated the following regarding Workday, Inc. (NASDAQ:WDAY) in its second quarter 2025 investor letter:

“Workday, Inc. (NASDAQ:WDAY) is a company we followed closely for some time. The company offers mission critical software for human capital management–in essence, Workday powers the HR department of the majority of Fortune 500 companies and a growing cadre of small business. The company has been broadening its offering from the HR department to finance functions and is slowly but surely gaining traction. Although growth has slowed in recent years, revenues continue to compound in the double digits, powered by a combination of new logo wins and land-and-expand successes with existing customers.