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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 14 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 6,367.0 $1.8M 0.00% -778.0 -10.9% $290.49 -4.7%
262 LPLA LPL FINL HLDGS INC Financial Services 5,793.0 $1.7M 0.00% -768.0 -11.7% $300.83 -5.7%
263 IP INTERNATIONAL PAPER CO Consumer Cyclical 46,754.0 $1.7M 0.00% -86K -64.7% $35.70 -8.0%
264 ITW ILLINOIS TOOL WKS INC Industrials 6,004.0 $1.6M 0.00% -555.0 -8.5% $260.29 -3.0%
265 IRM IRON MTN INC DEL Real Estate 14,603.0 $1.5M 0.00% -1K -7.0% $102.14 +20.9%
266 MNDY MONDAY COM LTD Technology 21,323.0 $1.5M 0.00% -35K -62.3% $69.11 +21.2%
267 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 15,787.0 $1.4M 0.00% -3K -16.6% $90.67 +5.1%
268 EC ECOPETROL S A Energy 90,622.0 $1.4M 0.00% -9K -9.2% $14.99 +2.4%
269 CLH CLEAN HARBORS INC Industrials 4,666.0 $1.3M 0.00% -373.0 -7.4% $286.73 -2.9%
270 ERIE ERIE INDTY CO Financial Services 5,313.0 $1.3M 0.00% -430.0 -7.5% $251.31 -11.0%
271 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 10,318.0 $1.3M 0.00% -1K -9.9% $125.46 -4.3%
272 APOS APOLLO GLOBAL MGMT INC Financial Services 11,041.0 $1.2M 0.00% -885.0 -7.4% $111.42 -77.2%
273 CRH PLC 11,644.0 $1.2M 0.00% -2K -14.5% $105.12
274 MEDP MEDPACE HLDGS INC Healthcare 2,433.0 $1.2M 0.00% -8K -77.1% $480.19 -4.6%
275 IT GARTNER INC Technology 7,359.0 $1.2M 0.00% -535.0 -6.8% $158.34 +1.3%
276 FOX FOX CORP Communication Services 20,536.0 $1.1M 0.00% -184.0 -0.9% $53.10 +13.6%
277 VC VISTEON CORP Consumer Cyclical 11,932.0 $1.1M 0.00% -3K -18.3% $91.11 +32.2%
278 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 15,217.0 $1.1M 0.00% -36K -70.5% $71.18 -9.1%
279 ENIC ENEL CHILE SA Utilities 270,889.0 $1.1M 0.00% -7K -2.5% $3.94 +5.1%
280 GRAB GRAB HOLDINGS LIMITED Technology 290,072.0 $1.1M 0.00% -200K -40.9% $3.66 -9.0%
Page 14 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%