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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 13 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 492,203.0 $60.6M 0.07% -1.0M -68.1% $123.11 +31.0%
242 PLTR PALANTIR TECHNOLOGIES INC Technology 517,710.0 $60.4M 0.07% -30K -5.6% $116.67 +54.2%
243 WPC WP CAREY INC Real Estate 833,413.0 $59.6M 0.07% -32K -3.7% $71.50 -0.4%
244 HAS HASBRO INC Consumer Cyclical 712,293.0 $58.8M 0.07% +23K +3.3% $82.59 +13.3%
245 HUBS HUBSPOT INC Technology 322,062.0 $58.8M 0.07% +154K +91.5% $182.51 +31.5%
246 SNOW SNOWFLAKE INC Technology 229,671.0 $58.5M 0.07% +142K +161.1% $254.50 +30.8%
247 ALNY ALNYLAM PHARMACEUTICALS INC Healthcare 188,084.0 $56.6M 0.07% +62K +48.7% $301.03 -21.5%
248 GIS GENERAL MILLS INC Consumer Defensive 1,625,451.0 $56.6M 0.07% -11K -0.6% $34.80 +14.9%
249 EXEL EXELIXIS INC Healthcare 1,029,819.0 $56.0M 0.07% -259K -20.1% $54.41 -0.6%
250 EOG EOG RES INC Energy 430,702.0 $55.9M 0.07% +119K +38.0% $129.73 +18.0%
251 HD HOME DEPOT INC Consumer Cyclical 158,024.0 $55.7M 0.07% -31K -16.5% $352.68 -4.8%
252 HSY HERSHEY CO Consumer Defensive 317,297.0 $55.7M 0.07% +264K +492.1% $175.45 +6.3%
253 EW EDWARDS LIFESCIENCES CORP Healthcare 610,991.0 $55.3M 0.07% -114K -15.8% $90.46 -0.7%
254 MRVL MARVELL TECHNOLOGY INC Technology 184,653.0 $55.0M 0.07% +9K +5.2% $297.89 -20.4%
255 GEN GEN DIGITAL INC Technology 2,201,113.0 $54.8M 0.07% +51K +2.4% $24.89 +16.2%
256 HIMX HIMAX TECHNOLOGIES INC Technology 3,564,283.0 $54.7M 0.07% -1.3M -27.1% $15.34 -10.1%
257 ILMN ILLUMINA INC Healthcare 307,785.0 $54.1M 0.07% +239K +346.5% $175.83 +24.8%
258 NXPI NXP SEMICONDUCTORS N V Technology 191,421.0 $53.8M 0.07% +174K +971.7% $281.03 -19.7%
259 MO ALTRIA GROUP INC Consumer Defensive 744,699.0 $53.6M 0.07% +15K +2.1% $71.95 -8.1%
260 KMI KINDER MORGAN INC DEL Energy 1,642,991.0 $52.5M 0.07% +1.2M +235.0% $31.97 -3.1%
Page 13 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%