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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 10 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 ADM ARCHER DANIELS MIDLAND CO Consumer Defensive 1,324,194.0 $101.2M 0.12% +201K +17.9% $76.40 +5.5%
182 APTIV PLC 1,635,516.0 $100.4M 0.12% +221K +15.6% $61.38
183 KT KT CORP Communication Services 5,805,858.0 $100.3M 0.12% +781K +15.5% $17.28 +9.8%
184 SYK STRYKER CORPORATION Healthcare 318,464.0 $100.3M 0.12% -5K -1.4% $314.84 +5.2%
185 FOXA FOX CORP Communication Services 1,917,252.0 $100.0M 0.12% -1.4M -42.8% $52.16 +32.9%
186 SIMO SILICON MOTION TECHNOLOGY CO Technology 299,699.0 $99.9M 0.12% -332K -52.5% $333.33 -24.4%
187 PYPL PAYPAL HLDGS INC Financial Services 2,191,779.0 $94.6M 0.12% +1.3M +136.6% $43.18 +43.4%
188 WSM WILLIAMS SONOMA INC Consumer Cyclical 401,742.0 $93.6M 0.12% +10K +2.6% $233.10 +1.2%
189 MPC MARATHON PETE CORP Energy 365,555.0 $93.5M 0.12% +13K +3.7% $255.67 +42.1%
190 CVX CHEVRON CORPORATION Energy 554,086.0 $91.8M 0.11% +77K +16.1% $165.76 +24.3%
191 KEYS KEYSIGHT TECHNOLOGIES INC Technology 262,096.0 $91.8M 0.11% +98K +59.8% $350.07 -10.3%
192 IDXX IDEXX LABS INC Healthcare 172,393.0 $90.8M 0.11% -17K -9.2% $526.44 +5.7%
193 PTC PTC INC Technology 788,383.0 $89.6M 0.11% +112K +16.6% $113.61 +36.5%
194 NTCT NETSCOUT SYS INC Technology 2,056,142.0 $89.5M 0.11% +45K +2.2% $43.55 -12.4%
195 ECL ECOLAB INC Basic Materials 319,881.0 $89.1M 0.11% -301K -48.5% $278.61 +0.3%
196 KR KROGER CO Consumer Defensive 1,579,766.0 $87.7M 0.11% -227K -12.6% $55.53 +4.1%
197 QCOM QUALCOMM INC Technology 470,521.0 $86.9M 0.11% -1.2M -71.2% $184.79 -13.3%
198 MCO MOODYS CORP Financial Services 191,260.0 $86.6M 0.11% -85K -30.8% $452.92 +11.3%
199 DBX DROPBOX INC Technology 3,144,127.0 $86.4M 0.11% +29K +0.9% $27.47 +25.3%
200 SCHW SCHWAB CHARLES CORP Financial Services 935,109.0 $86.3M 0.11% -29K -3.0% $92.27 +21.1%
Page 10 of 42  ·  837 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%