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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 18 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 ON ON SEMICONDUCTOR CORP Technology 265,208.0 $25.1M 0.03% +26K +10.7% $94.54 -21.5%
342 OXY OCCIDENTAL PETE CORP Energy 500,115.0 $24.3M 0.03% +372K +289.1% $48.57 +26.2%
343 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 73,453.0 $24.3M 0.03% +46K +163.9% $330.46 -1.2%
344 DGX QUEST DIAGNOSTICS INC Healthcare 112,546.0 $23.9M 0.03% $211.95 +15.3%
345 FEDEX FGHT HLDG CO INC 156,262.0 $23.6M 0.03% NEW $151.00
346 BMRN BIOMARIN PHARMACEUTICAL INC Healthcare 408,215.0 $23.4M 0.03% -137K -25.1% $57.22 +16.6%
347 GTX GARRETT MOTION INC Consumer Cyclical 631,114.0 $22.9M 0.03% -188K -22.9% $36.23 -26.5%
348 OKTA OKTA INC Technology 166,353.0 $22.7M 0.03% +71K +73.8% $136.45 -1.0%
349 DLB DOLBY LABORATORIES INC Technology 427,691.0 $22.5M 0.03% +65K +18.0% $52.58 +24.1%
350 TECHNIPFMC PLC 338,109.0 $22.4M 0.03% +147K +77.0% $66.30
351 PSTG EVERPURE INC 278,484.0 $21.9M 0.03% +141K +102.7% $78.79
352 PH PARKER-HANNIFIN CORP Industrials 22,367.0 $21.9M 0.03% -12K -35.2% $978.12 +2.4%
353 DOW DOW HLDGS INC Basic Materials 794,323.0 $21.7M 0.03% NEW $27.36 +18.2%
354 TTEK TETRA TECH INC NEW Industrials 743,831.0 $21.5M 0.03% +37K +5.2% $28.89 +28.1%
355 HPQ HP INC Technology 972,949.0 $21.3M 0.03% +20K +2.1% $21.94 +35.4%
356 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 78,401.0 $21.3M 0.03% -46K -37.1% $271.95 -15.2%
357 SYY SYSCO CORP Consumer Defensive 254,790.0 $21.3M 0.03% +163K +178.2% $83.58 +0.6%
358 ACM AECOM Industrials 303,028.0 $21.2M 0.03% +48K +18.9% $69.80 -7.2%
359 RDN RADIAN GROUP INC Financial Services 559,131.0 $21.1M 0.03% +53K +10.4% $37.67 -2.9%
360 PFG PRINCIPAL FINANCIAL GROUP IN Financial Services 189,516.0 $20.4M 0.03% +61K +47.0% $107.78 +2.8%
Page 18 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%