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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 7 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRVL MARVELL TECHNOLOGY INC Technology 175,617.0 $17.4M 0.03% -7K -3.8% $99.05 +191.6%
122 AON AON PLC Financial Services 52,608.0 $17.0M 0.02% -11K -16.8% $322.78 +1.0%
123 ABT ABBOTT LABORATORIES Healthcare 163,888.0 $16.8M 0.02% -24K -12.6% $102.67 -11.9%
124 VST VISTRA CORP Utilities 110,950.0 $16.7M 0.02% -2K -2.1% $150.33 -2.3%
125 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 453,514.0 $16.7M 0.02% -97K -17.7% $36.75 +1.7%
126 NXT NEXTPOWER INC Technology 136,777.0 $16.5M 0.02% -2K -1.6% $120.55 +4.2%
127 KMI KINDER MORGAN INC DEL Energy 490,460.0 $16.4M 0.02% -133K -21.3% $33.53 -6.7%
128 HUM HUMANA INC Healthcare 94,678.0 $16.4M 0.02% -4K -3.8% $173.39 +105.3%
129 SE SEA LTD Consumer Cyclical 181,712.0 $15.0M 0.02% -665K -78.5% $82.81 +2.0%
130 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 162,718.0 $15.0M 0.02% -149K -47.9% $92.31 -3.6%
131 ON ON SEMICONDUCTOR CORP Technology 239,653.0 $14.8M 0.02% -1K -0.6% $61.92 +95.3%
132 CF CF INDUSTRIES HOLD Basic Materials 110,801.0 $14.4M 0.02% -15K -12.0% $129.84 -15.7%
133 DVN DEVON ENERGY CORP NEW Energy 285,328.0 $14.4M 0.02% -83K -22.5% $50.32 -10.4%
134 UPS UNITED PARCEL SVCS INC Industrials 144,784.0 $14.2M 0.02% -4K -3.0% $98.38 +9.5%
135 EXR EXTRA SPACE STORAGE INC Real Estate 103,600.0 $13.6M 0.02% -19K -15.2% $131.13 +10.6%
136 PGR PROGRESSIVE CORP Financial Services 67,124.0 $13.3M 0.02% -22K -25.0% $198.24 +1.0%
137 SNOW SNOWFLAKE INC Technology 87,955.0 $13.3M 0.02% -205K -70.0% $150.82 +59.4%
138 AEP AMERICAN ELEC PWR CO INC Utilities 95,761.0 $12.6M 0.02% -52K -35.3% $131.08 -3.3%
139 RRX REGAL REXNORD CORPORATION Industrials 65,147.0 $12.2M 0.02% -6K -8.1% $187.26 +12.3%
140 AVB AVALONBAY CMNTYS INC Real Estate 74,443.0 $12.2M 0.02% -8K -9.7% $163.35 +14.9%
Page 7 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%