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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 18 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 UMC UNITED MICROELECTRONICS CORP Technology 311,532.0 $2.8M 0.00% +67K +27.3% $8.98 +122.7%
342 KVUE KENVUE INC Consumer Defensive 155,955.0 $2.7M 0.00% +13K +8.9% $17.24 +1.8%
343 ZTS ZOETIS INC Healthcare 21,992.0 $2.6M 0.00% +4K +21.7% $118.21 -32.8%
344 PEGA PEGASYSTEMS INC Technology 59,176.0 $2.5M 0.00% +671.0 +1.1% $42.56 -17.5%
345 BDX BECTON DICKINSON & CO Healthcare 15,489.0 $2.4M 0.00% +7K +76.2% $157.23 -4.6%
346 DPZ DOMINOS PIZZA INC Consumer Cyclical 6,706.0 $2.4M 0.00% +4K +123.8% $358.79 -12.6%
347 BX BLACKSTONE INC Financial Services 19,888.0 $2.3M 0.00% +14K +237.4% $114.99 -0.7%
348 PCOR PROCORE TECHNOLOGIES INC Technology 39,393.0 $2.2M 0.00% +306.0 +0.8% $57.00 -16.8%
349 PARR PAR PAC HOLDINGS INC Energy 33,782.0 $2.1M 0.00% +28K +462.4% $62.64 -8.8%
350 MMS MAXIMUS INC Industrials 30,497.0 $2.0M 0.00% +2K +6.5% $64.10 -6.9%
351 DV DOUBLEVERIFY HLDGS INC Technology 199,579.0 $1.9M 0.00% +150K +306.4% $9.50 +8.0%
352 LIBERTY MEDIA CORP DEL 20,945.0 $1.8M 0.00% +350.0 +1.7% $85.02
353 TTD THE TRADE DESK INC Technology 74,469.0 $1.7M 0.00% +55K +289.7% $22.69 -14.4%
354 LZ LEGALZOOM COM INC Industrials 293,314.0 $1.7M 0.00% +207K +239.2% $5.67 -1.1%
355 RKLB ROCKET LAB CORP Industrials 25,699.0 $1.7M 0.00% +5K +23.1% $64.22 +77.0%
356 GNRC GENERAC HLDGS INC Industrials 8,166.0 $1.6M 0.00% +5K +133.3% $195.33 +36.1%
357 ENS ENERSYS Industrials 9,167.0 $1.6M 0.00% +7K +390.5% $173.72 +31.5%
358 CYD CHINA YUCHAI INTL LTD Industrials 41,072.0 $1.6M 0.00% +24K +134.7% $38.50 +46.9%
359 COHR COHERENT CORP Technology 5,765.0 $1.4M 0.00% +2K +57.0% $238.21 +68.7%
360 LH LABCORP HOLDINGS INC Healthcare 4,749.0 $1.3M 0.00% +26.0 +0.6% $266.81 -1.8%
Page 18 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%