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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 17 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 ESNT ESSENT GROUP LTD Financial Services 64,293.0 $3.8M 0.01% +21K +49.3% $58.44 -2.8%
322 EMBJ EMBRAER S.A. Industrials 60,546.0 $3.6M 0.01% +42K +231.2% $59.34 -4.7%
323 PCRX PACIRA BIOSCIENCES INC Healthcare 158,096.0 $3.6M 0.01% +104K +192.7% $22.60 +1.2%
324 BA BOEING CO Industrials 17,844.0 $3.6M 0.01% +2K +12.3% $199.03 +8.5%
325 NXPI NXP SEMICONDUCTORS N V Technology 17,861.0 $3.5M 0.01% +3K +19.1% $196.86 +53.0%
326 ESRT EMPIRE ST RLTY TR INC Real Estate 675,000.0 $3.5M 0.01% +150K +28.6% $5.20 +2.9%
327 TRGP TARGA RES CORP Energy 13,891.0 $3.5M 0.01% +12K +507.7% $250.73 +5.3%
328 INSM INSMED INC Healthcare 20,774.0 $3.4M 0.01% +19K +1142.5% $163.52 -42.4%
329 MQ MARQETA INC Technology 822,805.0 $3.4M 0.01% +54K +7.0% $4.08 -6.4%
330 ONTO ONTO INNOVATION INC Technology 16,007.0 $3.3M 0.01% +887.0 +5.9% $205.07 +31.2%
331 SWK STANLEY BLACK & DECKER INC Industrials 45,312.0 $3.2M 0.01% +12K +37.3% $71.06 +10.5%
332 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 99,990.0 $3.2M 0.01% +1K +1.1% $32.01 -8.6%
333 JLL JONES LANG LASALLE INC Real Estate 10,342.0 $3.1M 0.00% +9K +461.8% $304.32 -3.2%
334 ALB ALBEMARLE CORP Basic Materials 17,462.0 $3.1M 0.00% +425.0 +2.5% $179.53 -16.5%
335 HEI HEICO CORP NEW Industrials 11,021.0 $3.0M 0.00% +294.0 +2.7% $274.20 +18.0%
336 HRMY HARMONY BIOSCIENCES HLDGS IN Healthcare 104,311.0 $2.9M 0.00% +57K +121.5% $28.01 +15.6%
337 SBUX STARBUCKS CORP Consumer Cyclical 32,328.0 $2.9M 0.00% +1K +3.5% $89.59 +5.8%
338 THG HANOVER INS GROUP INC Financial Services 16,674.0 $2.9M 0.00% +177.0 +1.1% $173.35 +10.1%
339 DAL DELTA AIR LINES INC Industrials 42,581.0 $2.8M 0.00% +25K +146.3% $66.48 +17.6%
340 YUM YUM BRANDS INC Consumer Cyclical 18,098.0 $2.8M 0.00% +6K +50.3% $155.48 -3.0%
Page 17 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%