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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 12 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 STNE STONECO LTD Technology 276,453.0 $3.9M 0.01% -2.2M -89.0% $14.12 -25.1%
222 NEU NEWMARKET CORP Basic Materials 5,688.0 $3.6M 0.01% -10K -64.6% $640.95 +25.3%
223 SXT SENSIENT TECHNOLOGIES CORP Basic Materials 41,714.0 $3.6M 0.01% -1K -2.5% $86.44 +30.6%
224 WMB WILLIAMS COS INC Energy 49,226.0 $3.6M 0.01% -38K -43.4% $72.78 -1.1%
225 AKAM AKAMAI TECHNOLOGIES INC Technology 30,849.0 $3.5M 0.01% -431K -93.3% $114.85 +23.5%
226 PDM PIEDMONT REALTY TRUST INC Real Estate 534,706.0 $3.5M 0.01% -20K -3.5% $6.57 +35.8%
227 ALGN ALIGN TECHNOLOGY INC Healthcare 20,200.0 $3.5M 0.01% -3K -12.1% $171.43 +0.4%
228 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 228,954.0 $3.4M 0.01% -40K -14.9% $15.05 +11.9%
229 RNW RENEW ENERGY GLOBAL PLC Utilities 741,126.0 $3.4M 0.01% -167K -18.4% $4.58 +29.9%
230 WRB BERKLEY W R CORP Financial Services 50,524.0 $3.3M 0.01% -4K -7.1% $66.28 +3.5%
231 KASPI KZ JSC 45,000.0 $3.3M 0.01% -20K -30.8% $74.07
232 FISV FISERV INC Technology 58,747.0 $3.3M 0.01% -3K -4.4% $55.80 -5.5%
233 AWK AMERICAN WTR WKS CO INC NEW Utilities 23,985.0 $3.3M 0.01% -2K -9.4% $136.09 -10.0%
234 MET METLIFE INC Financial Services 46,034.0 $3.3M 0.01% -29K -39.0% $70.72 +19.3%
235 AZO AUTOZONE INC Consumer Cyclical 930.0 $3.1M 0.00% -38K -97.6% $3377.78 -9.0%
236 DOV DOVER CORP Industrials 14,964.0 $3.1M 0.00% -4K -21.4% $208.45 +3.7%
237 PRI PRIMERICA INC Financial Services 12,169.0 $3.0M 0.00% -5K -27.1% $250.48 +5.0%
238 CPT CAMDEN PPTY TR Real Estate 30,341.0 $3.0M 0.00% -132K -81.3% $97.66 +15.7%
239 URBN URBAN OUTFITTERS INC Consumer Cyclical 46,536.0 $2.9M 0.00% -27K -36.3% $63.35 +13.5%
240 NCNO NCINO INC Technology 190,000.0 $2.8M 0.00% -160K -45.7% $14.98 +0.4%
Page 12 of 16  ·  317 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%