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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 10 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ARW ARROW ELECTRS INC Technology 36,426.0 $7.8M 0.01% -6K -14.8% $213.41 -1.2%
182 SWKS SKYWORKS SOLUTIONS INC Technology 112,694.0 $7.6M 0.01% -11K -8.8% $67.80 -1.0%
183 AEP AMERICAN ELEC PWR CO INC Utilities 55,829.0 $7.6M 0.01% -40K -41.7% $136.81 -11.6%
184 MAS MASCO CORP Industrials 93,509.0 $7.6M 0.01% -3K -3.5% $81.37 -9.9%
185 CNH INDL N V 674,726.0 $7.6M 0.01% -32K -4.5% $11.23
186 JXN JACKSON FINANCIAL INC Financial Services 72,933.0 $7.5M 0.01% -3K -4.6% $102.39 +26.8%
187 TTMI TTM TECHNOLOGIES INC Technology 39,846.0 $7.5M 0.01% -258.0 -0.6% $187.02 -40.9%
188 CHRW C H ROBINSON WORLDWIDE IN Industrials 39,327.0 $7.4M 0.01% -4K -8.7% $188.34 -24.8%
189 NVT NVENT ELEC PLC Industrials 43,009.0 $7.3M 0.01% -2K -4.7% $169.61 -10.4%
190 MTCH MATCH GROUP INC NEW Communication Services 189,891.0 $7.2M 0.01% -165K -46.5% $38.05 +7.4%
191 NKE NIKE INC Consumer Cyclical 173,445.0 $7.1M 0.01% -227K -56.6% $41.05 -0.7%
192 QLYS QUALYS INC Technology 50,820.0 $7.0M 0.01% -26K -33.7% $137.49 +32.4%
193 AGO ASSURED GUARANTY LTD Financial Services 86,751.0 $7.0M 0.01% -8K -8.8% $80.16 -7.1%
194 AIZ ASSURANT INC Financial Services 25,726.0 $6.9M 0.01% -99K -79.3% $268.53 +5.8%
195 ENVA ENOVA INTL INC Financial Services 27,173.0 $6.5M 0.01% -606.0 -2.2% $240.73 +0.9%
196 ABT ABBOTT LABORATORIES Healthcare 71,726.0 $6.5M 0.01% -92K -56.2% $90.74 +28.5%
197 AVY AVERY DENNISON CORP Industrials 39,781.0 $6.5M 0.01% -14K -25.5% $162.35 +13.2%
198 UHS UNIVERSAL HLTH SVCS INC Healthcare 42,599.0 $6.3M 0.01% -21K -33.0% $148.69 +19.2%
199 PPG PPG INDS INC Basic Materials 51,682.0 $6.3M 0.01% -3K -4.7% $121.29 -6.3%
200 HST HOST HOTELS & RESORTS INC Real Estate 257,029.0 $6.1M 0.01% -166K -39.2% $23.71 -2.1%
Page 10 of 18  ·  344 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%