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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 17 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 KMB KIMBERLY-CLARK CORP Consumer Defensive 246,710.0 $23.8M 0.03% -11K -4.3% $96.47 +1.3%
322 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 550,829.0 $23.7M 0.03% +151K +37.6% $43.06 -8.0%
323 ST SENSATA TECHNOLOGIES HLDG PL Technology 672,089.0 $23.7M 0.03% +248K +58.4% $35.22 +42.4%
324 GLW CORNING INC Technology 171,571.0 $23.3M 0.03% -92K -34.8% $135.97 +37.9%
325 DLR DIGITAL RLTY TR INC Real Estate 129,334.0 $23.3M 0.03% +50K +62.6% $180.21 +1.1%
326 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 123,082.0 $23.3M 0.03% +29K +31.4% $189.05 +22.7%
327 DGX QUEST DIAGNOSTICS INC Healthcare 112,412.0 $22.0M 0.03% +3K +2.6% $195.98 +0.6%
328 DLB DOLBY LABORATORIES INC Technology 362,414.0 $21.8M 0.03% +180K +98.4% $60.06 -10.1%
329 ACM AECOM Industrials 254,951.0 $21.6M 0.03% +144K +129.7% $84.82 -16.5%
330 CART MAPLEBEAR INC Consumer Cyclical 570,696.0 $21.4M 0.03% +26K +4.8% $37.46 +13.3%
331 TTEK TETRA TECH INC NEW Industrials 707,129.0 $21.3M 0.03% -33K -4.4% $30.12 -8.4%
332 BLD TOPBUILD COR Industrials 60,221.0 $21.2M 0.03% -7K -10.4% $351.30 +13.6%
333 NKE NIKE INC Consumer Cyclical 399,996.0 $21.1M 0.03% -188K -32.0% $52.82 -18.2%
334 PCAR PACCAR INC Industrials 181,908.0 $21.0M 0.03% -20K -10.0% $115.50 +2.5%
335 RJF RAYMOND JAMES FINL INC Financial Services 143,644.0 $20.8M 0.03% -42K -22.6% $144.79 +3.7%
336 Z ZILLOW GROUP INC Communication Services 498,076.0 $20.6M 0.03% +87K +21.1% $41.38 -15.9%
337 YMM FULL TRUCK ALLIANCE CO LTD Technology 2,473,867.0 $20.5M 0.03% -338K -12.0% $8.30 +0.6%
338 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 280,494.0 $20.3M 0.03% -82K -22.7% $72.55 +0.1%
339 NI NISOURCE INC Utilities 432,843.0 $20.2M 0.03% +68K +18.7% $46.66 -1.7%
340 CCL CARNIVAL CORP Consumer Cyclical 772,760.0 $20.0M 0.03% +47K +6.5% $25.88 +4.4%
Page 17 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%