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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 14 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 PNC PNC FINL SVCS GROUP INC Financial Services 49,006.0 $10.2M 0.01% +270.0 +0.6% $208.09 +9.2%
262 LEA LEAR CORP Consumer Cyclical 81,767.0 $9.9M 0.01% +9K +12.3% $121.08 +19.6%
263 RGA REINSURANCE GROUP AMER INC Financial Services 48,414.0 $9.9M 0.01% +14K +41.4% $204.16 -1.4%
264 ODFL OLD DOMINION FREIGHT LINE IN Industrials 49,540.0 $9.7M 0.01% +43K +668.8% $195.40 +26.4%
265 CW CURTISS WRIGHT CORP Industrials 13,691.0 $9.3M 0.01% +8K +150.2% $681.12 +5.9%
266 TLK TELEKOMUNIKASI IND Communication Services 484,263.0 $9.0M 0.01% +431K +802.9% $18.68 -24.7%
267 AVT AVNET INC Technology 142,517.0 $8.8M 0.01% +30K +26.2% $61.62 +41.3%
268 TXN TEXAS INSTRS INC Technology 44,346.0 $8.6M 0.01% +4K +10.7% $194.14 +49.8%
269 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 27,830.0 $8.5M 0.01% +6K +26.9% $304.08 +12.0%
270 GGG GRACO INC Industrials 97,148.0 $8.2M 0.01% +21K +28.1% $84.65 -12.4%
271 SEIC SEI INVTS CO Financial Services 104,774.0 $8.2M 0.01% +17K +19.4% $78.47 +12.5%
272 HST HOST HOTELS & RESORTS INC Real Estate 422,662.0 $8.1M 0.01% +27K +6.8% $19.16 +27.6%
273 FERG FERGUSON ENTERPRISES INC Industrials 34,330.0 $8.0M 0.01% +3K +10.9% $233.26 -3.8%
274 DXC DXC TECHNOLOGY CO Technology 632,115.0 $7.9M 0.01% +124K +24.5% $12.57 -29.2%
275 OMC OMNICOM GROUP INC Communication Services 105,011.0 $7.9M 0.01% +17K +19.6% $75.31 -0.3%
276 ADT ADT INC DEL Industrials 1,181,437.0 $7.8M 0.01% +138K +13.2% $6.57 +1.5%
277 Q QNITY ELECTRONICS INC Technology 66,076.0 $7.6M 0.01% +2K +3.3% $115.38 +25.2%
278 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 384,781.0 $7.6M 0.01% +165K +74.9% $19.78 -14.8%
279 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 162,682.0 $7.6M 0.01% +11K +7.1% $46.42 +8.3%
280 WST WEST PHARMACEUTICAL SVSC INC Healthcare 30,082.0 $7.5M 0.01% +17K +133.6% $250.64 +27.6%
Page 14 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%