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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 16 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 RSG REPUBLIC SVCS INC Industrials 135,518.0 $29.7M 0.04% -116K -46.1% $219.02 -6.4%
302 SPG SIMON PPTY GROUP INC NEW Real Estate 158,790.0 $29.6M 0.04% -242K -60.4% $186.53 +11.2%
303 PWR QUANTA SVCS INC Industrials 53,896.0 $29.6M 0.04% -25K -31.3% $549.02 +26.4%
304 TME TENCENT MUSIC ENTMT GROUP Communication Services 3,169,572.0 $29.4M 0.04% -2.5M -44.5% $9.28 -2.3%
305 WFC WELLS FARGO & CO Financial Services 368,238.0 $29.3M 0.04% -76K -17.0% $79.61 +1.7%
306 TTC TORO CO Industrials 309,717.0 $28.9M 0.04% +28K +9.9% $93.44 -3.7%
307 NYT NEW YORK TIMES CO MTN BE Communication Services 345,327.0 $28.9M 0.04% +123K +55.4% $83.73 -11.6%
308 AYI ACUITY INC Industrials 101,983.0 $28.6M 0.04% +10K +10.7% $280.22 +5.7%
309 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 96,566.0 $28.3M 0.04% +66K +212.5% $292.75 +42.8%
310 WBD WARNER BROS DISCOVERY INC Communication Services 1,019,298.0 $28.0M 0.04% +628K +160.8% $27.46 -3.6%
311 AIZ ASSURANT INC Financial Services 124,241.0 $27.1M 0.04% -62K -33.2% $217.81 +15.7%
312 BLOCK INC 447,044.0 $26.9M 0.04% +131K +41.4% $60.18
313 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 77,520.0 $26.1M 0.04% -10K -11.2% $336.13 -16.2%
314 OVV OVINTIV INC Energy 435,014.0 $25.8M 0.04% -321K -42.4% $59.36 -2.4%
315 VTRS VIATRIS INC Healthcare 1,908,453.0 $25.8M 0.04% +321K +20.2% $13.51 +17.9%
316 BSAC BANCO SANTANDER CHILE NEW Financial Services 747,699.0 $25.0M 0.04% -16K -2.0% $33.40 -10.2%
317 AXP AMERICAN EXPRESS CO Financial Services 82,425.0 $24.9M 0.04% -1K -1.8% $302.48 +3.2%
318 FLEX FLEXTRONICS INTL LTD Technology 380,636.0 $24.9M 0.04% +5K +1.4% $65.46 +130.4%
319 ZS ZSCALER INC Technology 174,064.0 $24.4M 0.04% -75K -30.1% $140.29 -7.9%
320 L LOEWS CORP Financial Services 227,822.0 $24.3M 0.04% -19K -7.6% $106.74 -0.7%
Page 16 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%