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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 5 of 20  ·  381 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EXC EXELON CORP Utilities 3,346,505.0 $164.0M 0.23% +225K +7.2% $49.02 -7.6%
82 PBR PETROLEO BRASILEIRO S A Energy 7,831,368.0 $162.5M 0.23% +1.8M +30.2% $20.75 -13.8%
83 PEP PEPSICO INC Consumer Defensive 1,022,850.0 $158.8M 0.23% +389K +61.3% $155.29 -8.0%
84 FTV FORTIVE CORP Technology 2,865,791.0 $158.4M 0.23% +2.0M +230.8% $55.28 +11.5%
85 MSCI MSCI INC Financial Services 293,789.0 $158.4M 0.23% +88K +42.6% $539.01 +11.6%
86 CBOE CBOE GLOBAL MKTS INC Financial Services 561,709.0 $157.9M 0.23% +108K +23.8% $281.07 +2.5%
87 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 4,364,301.0 $157.3M 0.22% +1.4M +46.5% $36.04 -15.5%
88 JD JD.COM INC Consumer Cyclical 5,316,847.0 $157.2M 0.22% +876K +19.7% $29.57 -3.0%
89 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 1,986,633.0 $155.0M 0.22% +2.0M +10000.0% $78.03 +0.5%
90 COF CAPITAL ONE FINL CORP Financial Services 849,719.0 $155.0M 0.22% +61K +7.7% $182.43 -0.8%
91 BAP CREDICORP LTD Financial Services 445,633.0 $151.1M 0.21% +52K +13.2% $339.18 +1.8%
92 STT STATE STR CORP Financial Services 1,135,396.0 $143.7M 0.20% +269K +31.0% $126.56 +26.7%
93 MAR MARRIOTT INTL INC NEW Consumer Cyclical 436,306.0 $142.7M 0.20% +430K +6843.1% $327.07 +19.4%
94 EMR EMERSON ELEC CO Industrials 1,068,844.0 $140.0M 0.20% +231K +27.6% $131.02 +6.3%
95 BIIB BIOGEN INC Healthcare 763,174.0 $139.9M 0.20% +152K +24.9% $183.33 +6.7%
96 VICI VICI PPTYS INC Real Estate 5,113,098.0 $139.7M 0.20% +98K +1.9% $27.32 +2.7%
97 TPR TAPESTRY INC Consumer Cyclical 983,925.0 $138.8M 0.20% +74K +8.2% $141.11 +1.6%
98 NDAQ NASDAQ INC Financial Services 1,585,003.0 $134.6M 0.19% +168K +11.8% $84.89 +2.6%
99 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 668,744.0 $132.1M 0.19% +83K +14.1% $197.50 +6.1%
100 VLTO VERALTO CORP Industrials 1,475,233.0 $130.4M 0.19% +276K +23.0% $88.42 -2.5%
Page 5 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%