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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 8 of 18  ·  345 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 171,500.0 $66.3M 0.08% +75K +77.6% $386.73 +3.6%
142 DOCU DOCUSIGN INC Technology 1,491,553.0 $66.3M 0.08% +365K +32.4% $44.42 +39.6%
143 MSI MOTOROLA SOLUTIONS INC Technology 158,673.0 $65.9M 0.08% +3K +1.9% $415.29 +15.7%
144 BBY BEST BUY INC Consumer Cyclical 860,248.0 $65.3M 0.08% +285K +49.5% $75.88 +13.2%
145 MPWR MONOLITHIC PWR SYS INC Technology 47,124.0 $65.1M 0.08% +33K +239.7% $1382.36 -4.8%
146 NWSA NEWS CORP NEW Communication Services 2,512,542.0 $62.4M 0.08% +245K +10.8% $24.83 +22.4%
147 HAS HASBRO INC Consumer Cyclical 712,293.0 $58.8M 0.07% +23K +3.3% $82.59 +13.3%
148 HUBS HUBSPOT INC Technology 322,062.0 $58.8M 0.07% +154K +91.5% $182.51 +31.5%
149 SNOW SNOWFLAKE INC Technology 229,671.0 $58.5M 0.07% +142K +161.1% $254.50 +30.8%
150 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 188,084.0 $56.6M 0.07% +62K +48.7% $301.03 -21.5%
151 EOG EOG RES INC Energy 430,702.0 $55.9M 0.07% +119K +38.0% $129.73 +18.0%
152 HSY HERSHEY CO Consumer Defensive 317,297.0 $55.7M 0.07% +264K +492.1% $175.45 +6.3%
153 MRVL MARVELL TECHNOLOGY INC Technology 184,653.0 $55.0M 0.07% +9K +5.2% $297.89 -20.4%
154 GEN GEN DIGITAL INC Technology 2,201,113.0 $54.8M 0.07% +51K +2.4% $24.89 +16.2%
155 ILMN ILLUMINA INC Healthcare 307,785.0 $54.1M 0.07% +239K +346.5% $175.83 +24.8%
156 NXPI NXP SEMICONDUCTORS N V Technology 191,421.0 $53.8M 0.07% +174K +971.7% $281.03 -19.7%
157 MO ALTRIA GROUP INC Consumer Defensive 744,699.0 $53.6M 0.07% +15K +2.1% $71.95 -8.1%
158 KMI KINDER MORGAN INC DEL Energy 1,642,991.0 $52.5M 0.07% +1.2M +235.0% $31.97 -3.1%
159 RS RELIANCE INC Basic Materials 139,032.0 $51.9M 0.06% +76K +119.3% $373.60 +3.8%
160 PWR QUANTA SVCS INC Industrials 71,503.0 $51.5M 0.06% +18K +32.7% $720.04 -11.2%
Page 8 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 39.2%
Financial Services 12.1%
Healthcare 10.4%
Communication Services 9.1%
Consumer Cyclical 9.1%
Industrials 7.2%
Consumer Defensive 4.4%
Basic Materials 2.8%
Energy 2.4%
Real Estate 1.8%