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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 9 of 16  ·  317 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 ILMN ILLUMINA INC Healthcare 68,935.0 $8.5M 0.01% -2K -2.9% $123.26 +28.2%
162 PSTG EVERPURE INC Technology 137,420.0 $8.1M 0.01% -319K -69.9% $59.04 +33.0%
163 EQR EQUITY RESIDENTIAL Real Estate 136,946.0 $8.1M 0.01% -14K -9.6% $59.15 +13.8%
164 LULU LULULEMON ATHLETICA INC Consumer Cyclical 52,781.0 $8.1M 0.01% -16K -23.3% $153.10 -23.2%
165 JXN JACKSON FINANCIAL INC Financial Services 76,417.0 $8.1M 0.01% -2K -2.0% $105.72 +1.5%
166 BLK BLACKROCK INC Financial Services 8,309.0 $8.0M 0.01% -6K -42.4% $961.71 +3.4%
167 ALKS ALKERMES PLC Healthcare 220,521.0 $7.8M 0.01% -65K -22.8% $35.36 +20.1%
168 CNH INDL N V 706,820.0 $7.8M 0.01% -1.4M -66.4% $11.00
169 SNA SNAP ON INC Industrials 21,369.0 $7.8M 0.01% -482.0 -2.2% $363.22 +4.8%
170 AGO ASSURED GUARANTY LTD Financial Services 95,099.0 $7.7M 0.01% -2K -2.1% $81.48 -8.2%
171 JBHT HUNT J B TRANS SVCS INC Industrials 36,468.0 $7.7M 0.01% -436.0 -1.2% $211.90 +36.0%
172 ATO ATMOS ENERGY CORP Utilities 40,846.0 $7.5M 0.01% -10K -19.5% $184.72 -9.1%
173 OKTA OKTA INC Technology 95,708.0 $7.5M 0.01% -370K -79.4% $78.71 +48.5%
174 KRG KITE REALTY GROUP TRUST Real Estate 305,000.0 $7.5M 0.01% -25K -7.6% $24.55 +13.6%
175 A AGILENT TECHNOLOGIES INC Healthcare 64,503.0 $7.4M 0.01% -2K -3.4% $113.98 +16.4%
176 PLNT PLANET FITNESS MASTER ISSUER Consumer Cyclical 98,452.0 $7.3M 0.01% -3K -3.2% $74.38 -31.8%
177 EPAM EPAM SYS INC Technology 54,000.0 $7.3M 0.01% -4K -6.9% $135.40 -28.6%
178 DVA DAVITA INC Healthcare 47,273.0 $7.3M 0.01% -2K -3.2% $153.69 +25.0%
179 PAYC PAYCOM SOFTWARE INC Technology 58,523.0 $7.1M 0.01% -283K -82.8% $121.54 +11.7%
180 TROW PRICE T ROWE GROUP INC Financial Services 76,358.0 $6.9M 0.01% -3K -3.4% $90.14 +17.0%
Page 9 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%