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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 4 of 4  ·  67 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HRL HORMEL FOODS CORP Consumer Defensive 14,224.0 $322K NEW $22.65 +4.4%
62 PAHC PHIBRO ANIMAL HEALTH CORP Healthcare 4,966.0 $275K NEW $55.31 -42.6%
63 WFRD WEATHERFORD INTL PLC Energy 2,852.0 $270K NEW $94.58 +8.9%
64 BRIGHTSTAR LOTTERY PLC 21,074.0 $268K NEW $12.74
65 CRC CALIFORNIA RES CORP Energy 3,630.0 $251K NEW $69.22 -13.3%
66 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,577.0 $241K NEW $152.51 +4.6%
67 IMTX IMMATICS N.V Healthcare 24,034.0 $236K NEW $9.84 -6.3%
Page 4 of 4  ·  67 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%