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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 15 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 BUNGE GLOBAL SA 278,731.0 $35.5M 0.05% +241K +644.5% $127.20
282 MMM 3M CO Industrials 242,659.0 $35.2M 0.05% +40K +19.6% $145.23 +5.9%
283 REGCO REGENCY CTRS CORP Real Estate 464,964.0 $35.2M 0.05% -97K -17.3% $75.66 -70.9%
284 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 423,325.0 $34.3M 0.05% +288K +212.6% $80.95 -4.0%
285 DCI DONALDSON INC Industrials 399,518.0 $33.9M 0.05% +207K +107.1% $84.87 -1.0%
286 CTSH COGNIZANT TECHNOLOGY SOLUTIO Technology 550,783.0 $33.8M 0.05% +105K +23.6% $61.35 -13.6%
287 BERKSHIRE HATHAWAY INC DEL 47.0 $33.8M 0.05% NEW $718140.00
288 EQH EQUITABLE HLDGS INC Financial Services 902,007.0 $33.5M 0.05% -430K -32.3% $37.11 +11.3%
289 EIX EDISON INTL Utilities 457,139.0 $33.5M 0.05% +20K +4.5% $73.18 -3.2%
290 FIX COMFORT SYS USA INC Industrials 23,537.0 $32.5M 0.05% -61K -72.2% $1378.99 +34.3%
291 LIN LINDE PLC Basic Materials 65,179.0 $32.3M 0.05% -7K -9.3% $495.76 +1.2%
292 F FORD MTR CO Consumer Cyclical 2,759,816.0 $31.8M 0.04% +533K +23.9% $11.54 +30.0%
293 XP XP INC Financial Services 1,656,177.0 $31.5M 0.04% +1.3M +363.1% $19.04 -19.9%
294 RDDT REDDIT INC Communication Services 233,186.0 $31.4M 0.04% +108K +85.6% $134.65 +27.1%
295 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 80,144.0 $31.4M 0.04% +20K +33.3% $391.76 +123.8%
296 PH PARKER-HANNIFIN CORP Industrials 34,500.0 $30.9M 0.04% +29K +543.2% $895.24 -1.4%
297 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 545,135.0 $30.8M 0.04% -221K -28.9% $56.49 +0.1%
298 ETN EATON CORP PLC Industrials 85,661.0 $30.6M 0.04% -541.0 -0.6% $357.67 +12.7%
299 AMRIZE LTD 540,835.0 $30.3M 0.04% +492K +1010.1% $56.02
300 IQVIA HLDGS INC 177,005.0 $30.2M 0.04% -4K -2.4% $170.54
Page 15 of 43  ·  842 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%