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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM 842 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 67 New 381 Added 317 Reduced 49 Exited
Page 11 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 WBD WARNER BROS DISCOVERY INC Communication Services 1,019,298.0 $28.0M 0.04% +628K +160.8% $27.46 -3.6%
202 BLOCK INC 447,044.0 $26.9M 0.04% +131K +41.4% $60.18
203 VTRS VIATRIS INC Healthcare 1,908,453.0 $25.8M 0.04% +321K +20.2% $13.51 +17.9%
204 FLEX FLEXTRONICS INTL LTD Technology 380,636.0 $24.9M 0.04% +5K +1.4% $65.46 +130.4%
205 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 550,829.0 $23.7M 0.03% +151K +37.6% $43.06 -8.0%
206 ST SENSATA TECHNOLOGIES HLDG PL Technology 672,089.0 $23.7M 0.03% +248K +58.4% $35.22 +42.4%
207 DLR DIGITAL RLTY TR INC Real Estate 129,334.0 $23.3M 0.03% +50K +62.6% $180.21 +1.1%
208 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 123,082.0 $23.3M 0.03% +29K +31.4% $189.05 +22.7%
209 DGX QUEST DIAGNOSTICS INC Healthcare 112,412.0 $22.0M 0.03% +3K +2.6% $195.98 +0.6%
210 DLB DOLBY LABORATORIES INC Technology 362,414.0 $21.8M 0.03% +180K +98.4% $60.06 -10.1%
211 ACM AECOM Industrials 254,951.0 $21.6M 0.03% +144K +129.7% $84.82 -16.5%
212 CART MAPLEBEAR INC Consumer Cyclical 570,696.0 $21.4M 0.03% +26K +4.8% $37.46 +13.3%
213 Z ZILLOW GROUP INC Communication Services 498,076.0 $20.6M 0.03% +87K +21.1% $41.38 -15.9%
214 NI NISOURCE INC Utilities 432,843.0 $20.2M 0.03% +68K +18.7% $46.66 -1.7%
215 CCL CARNIVAL CORP Consumer Cyclical 772,760.0 $20.0M 0.03% +47K +6.5% $25.88 +4.4%
216 HPE HEWLETT PACKARD ENTERPRISE C Technology 839,223.0 $20.0M 0.03% +20K +2.4% $23.81 +109.4%
217 TDC TERADATA CORP DEL Technology 769,269.0 $19.7M 0.03% +205K +36.4% $25.63 +31.5%
218 YELP YELP INC Communication Services 788,550.0 $19.5M 0.03% +135K +20.6% $24.74 -7.2%
219 RS RELIANCE INC Basic Materials 63,383.0 $19.3M 0.03% +5K +8.6% $303.92 +30.4%
220 HPQ HP INC Technology 952,944.0 $18.3M 0.03% +150K +18.7% $19.21 +32.1%
Page 11 of 20  ·  381 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 33.7%
Financial Services 13.1%
Communication Services 11.1%
Healthcare 10.7%
Consumer Cyclical 9.6%
Industrials 6.8%
Consumer Defensive 4.7%
Basic Materials 3.5%
Energy 3.3%
Real Estate 1.8%