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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $81.4B AUM 837 positions Filed Jul 21, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 61 New 345 Added 344 Reduced 66 Exited
Page 3 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XOM EXXON MOBIL CORP Energy 2,021,247.0 $276.3M 0.34% +242K +13.6% $136.72 +22.4%
42 CL COLGATE PALMOLIVE CO Consumer Defensive 2,924,939.0 $268.2M 0.33% +176K +6.4% $91.68 -1.6%
43 FMX FOMENTO ECONOMICO MEXICANO S Consumer Defensive 2,086,672.0 $266.9M 0.33% +1.0M +98.1% $127.90 -6.7%
44 VZ VERIZON COMMUNICATIONS INC Communication Services 6,207,262.0 $262.8M 0.32% +677K +12.2% $42.34 +16.7%
45 RDY DR REDDYS LABS LTD Healthcare 18,021,100.0 $261.1M 0.32% +843K +4.9% $14.49 -16.1%
46 ROST ROSS STORES INC Consumer Cyclical 1,218,390.0 $259.3M 0.32% +683K +127.4% $212.85 +7.5%
47 CAH CARDINAL HEALTH INC Healthcare 1,089,909.0 $258.9M 0.32% +79K +7.8% $237.56 -2.9%
48 JCI JOHNSON CONTROLS INTERNATION Industrials 1,768,304.0 $258.4M 0.32% +174K +10.9% $146.11 -1.6%
49 NTRS NORTHERN TR CORP Financial Services 1,471,471.0 $255.8M 0.31% +31K +2.1% $173.84 +6.3%
50 FFIV F5 INC Technology 591,088.0 $245.9M 0.30% +259K +78.2% $415.96 -9.3%
51 ADSK AUTODESK INC Technology 1,239,415.0 $241.0M 0.30% +257K +26.2% $194.42 +30.1%
52 MAR MARRIOTT INTL INC NEW Consumer Cyclical 627,358.0 $232.5M 0.29% +191K +43.8% $370.59 -3.6%
53 CX CEMEX SA EURO MTN BE 144A Basic Materials 19,273,085.0 $231.3M 0.28% +274K +1.4% $12.00 -11.5%
54 EXC EXELON CORP Utilities 4,776,905.0 $222.7M 0.27% +1.4M +42.7% $46.62 -2.5%
55 ADBE ADOBE INC Technology 1,075,587.0 $220.5M 0.27% +261K +32.1% $205.02 +32.9%
56 DECK DECKERS OUTDOOR CORP Consumer Cyclical 2,215,860.0 $220.0M 0.27% +227K +11.4% $99.29 -11.0%
57 NFLX NETFLIX INC. Communication Services 3,081,083.0 $220.0M 0.27% +30K +1.0% $71.40 +13.0%
58 SYF SYNCHRONY FINANCIAL Financial Services 2,829,925.0 $215.2M 0.26% +124K +4.6% $76.05 +2.0%
59 AMGN AMGEN INC Healthcare 580,049.0 $210.0M 0.26% +13K +2.3% $362.12 +19.8%
60 SNPS SYNOPSYS INC Technology 470,238.0 $209.8M 0.26% +11K +2.4% $446.07 -11.5%
Page 3 of 18  ·  345 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 38.6%
Financial Services 11.9%
Communication Services 10.4%
Healthcare 10.2%
Consumer Cyclical 8.9%
Industrials 7.1%
Consumer Defensive 4.3%
Basic Materials 2.7%
Energy 2.3%
Real Estate 1.8%