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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 11 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 HUBB HUBBELL INC Industrials 164,077.0 $85.8M 0.10% +2K +1.5% $523.20 -9.9%
202 ISRG INTUITIVE SURGICAL INC Healthcare 214,380.0 $85.3M 0.10% +92K +74.5% $397.68 -4.7%
203 LTM LATAM AIRLINES GROUP SA Industrials 1,452,921.0 $84.7M 0.10% -672K -31.6% $58.27 -11.7%
204 COF CAPITAL ONE FINL CORP Financial Services 420,223.0 $84.3M 0.10% -429K -50.5% $200.62 +8.4%
205 MELI MERCADOLIBRE INC Consumer Cyclical 49,183.0 $83.5M 0.10% -16K -24.2% $1697.39 +13.7%
206 ES EVERSOURCE ENERGY Utilities 1,149,543.0 $83.1M 0.10% -163K -12.4% $72.27 -1.9%
207 SKM SK TELECOM CO LTD Communication Services 2,556,641.0 $82.2M 0.10% -137K -5.1% $32.16 +26.1%
208 TIMB TIM S A Communication Services 3,820,922.0 $81.8M 0.10% -185K -4.6% $21.42 -16.6%
209 CRM SALESFORCE INC Technology 514,071.0 $80.5M 0.10% +17K +3.5% $156.66 +32.7%
210 RDDT REDDIT INC Communication Services 463,328.0 $80.4M 0.10% +230K +98.7% $173.58 -12.0%
211 REGCO REGENCY CTRS CORP 996,919.0 $79.5M 0.10% +532K +114.4% $79.74
212 DHR DANAHER CORP DEL Healthcare 414,716.0 $79.0M 0.10% -738K -64.0% $190.48 +14.2%
213 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 80,692.0 $77.9M 0.10% +548.0 +0.7% $965.00 -11.2%
214 NEE NEXTERA ENERGY INC Utilities 886,290.0 $77.8M 0.10% +102K +13.0% $87.77 -4.3%
215 SCCO SOUTHERN COPPER CORP Basic Materials 441,272.0 $76.9M 0.09% +18K +4.3% $174.26 +23.5%
216 TXT TEXTRON INC Industrials 826,622.0 $75.8M 0.09% +93K +12.6% $91.73 -9.8%
217 DLTR DOLLAR TREE INC Consumer Defensive 619,048.0 $74.9M 0.09% -146K -19.1% $120.95 +7.8%
218 SQM SOCIEDAD QUIMICA Y MINERA DE Basic Materials 987,173.0 $73.1M 0.09% +246K +33.1% $74.04 +10.5%
219 RTX RTX CORPORATION Industrials 381,784.0 $72.4M 0.09% +5K +1.4% $189.73 +11.0%
220 FIX COMFORT SYS USA INC Industrials 36,417.0 $72.2M 0.09% +13K +54.7% $1981.95 -15.9%
Page 11 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%