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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 8 of 18  ·  344 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 AEE AMEREN CORP Utilities 135,635.0 $15.3M 0.02% -729.0 -0.5% $113.04 -6.1%
142 FLEX FLEX LTD Technology 91,860.0 $14.9M 0.02% -289K -75.9% $162.07 -31.9%
143 MCD MCDONALDS CORP Consumer Cyclical 54,299.0 $14.7M 0.02% -4K -7.6% $270.31 +0.2%
144 TOST TOAST INC Technology 527,304.0 $14.7M 0.02% -226K -30.0% $27.82 +31.7%
145 NTES NETEASE COM INC Technology 113,321.0 $14.5M 0.02% -32K -21.9% $128.14 +0.0%
146 UPS UNITED PARCEL SVCS INC Industrials 134,643.0 $14.5M 0.02% -10K -7.0% $107.50 -5.1%
147 PRU PRUDENTIAL FINL INC Financial Services 132,551.0 $14.3M 0.02% -3K -2.0% $107.93 +12.2%
148 J JACOBS SOLUTIONS INC Industrials 108,628.0 $13.7M 0.02% -301K -73.5% $126.00 +19.1%
149 AMG AFFILIATED MANAGERS GROUP Financial Services 39,981.0 $13.5M 0.02% -9K -18.9% $338.40 +5.3%
150 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 136,404.0 $12.6M 0.01% -26K -16.2% $92.09 -3.2%
151 TW TRADEWEB MKTS INC Financial Services 124,969.0 $12.5M 0.01% -8K -5.7% $99.66 +7.4%
152 BRC BRADY CORP Industrials 135,173.0 $12.4M 0.01% -15K -10.1% $91.57 -0.3%
153 WIT WIPRO LTD Technology 5,491,789.0 $12.4M 0.01% -154K -2.7% $2.25 -16.0%
154 EQH EQUITABLE HLDGS INC Financial Services 279,374.0 $12.3M 0.01% -623K -69.0% $43.88 +11.4%
155 AON AON PLC Financial Services 35,694.0 $11.8M 0.01% -17K -32.1% $331.69 +7.1%
156 DOC HEALTHPEAK PROPERTIES INC Real Estate 550,316.0 $11.8M 0.01% -303K -35.5% $21.40 +0.0%
157 PHM PULTE GROUP INC Consumer Cyclical 85,627.0 $11.7M 0.01% -1K -1.2% $137.21 -6.0%
158 PCAR PACCAR INC Industrials 95,903.0 $11.5M 0.01% -86K -47.3% $120.12 +9.1%
159 XP XP INC Financial Services 704,779.0 $11.5M 0.01% -951K -57.5% $16.26 +3.4%
160 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,357,543.0 $11.3M 0.01% -1.8M -57.2% $8.35 +5.4%
Page 8 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%