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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 19 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 RDN RADIAN GROUP INC Financial Services 506,247.0 $16.7M 0.02% $33.08 +1.5%
362 VST VISTRA CORP Utilities 110,950.0 $16.7M 0.02% -2K -2.1% $150.33 -2.3%
363 HASI HA SUSTAINABLE INFRA CAP INC Financial Services 453,514.0 $16.7M 0.02% -97K -17.7% $36.75 +1.7%
364 OTIS OTIS WORLDWIDE CORP Industrials 215,847.0 $16.6M 0.02% +82K +61.6% $77.08 -9.7%
365 TX TERNIUM SA Basic Materials 413,553.0 $16.6M 0.02% $40.15 +18.8%
366 NXT NEXTPOWER INC Technology 136,777.0 $16.5M 0.02% -2K -1.6% $120.55 +4.2%
367 KMI KINDER MORGAN INC DEL Energy 490,460.0 $16.4M 0.02% -133K -21.3% $33.53 -6.7%
368 HUM HUMANA INC Healthcare 94,678.0 $16.4M 0.02% -4K -3.8% $173.39 +105.3%
369 NTES NETEASE COM INC Technology 145,001.0 $16.2M 0.02% $111.94 +6.0%
370 CRBG COREBRIDGE FINL INC Financial Services 654,858.0 $15.6M 0.02% +69K +11.8% $23.86 +13.7%
371 TW TRADEWEB MKTS INC Financial Services 132,517.0 $15.6M 0.02% +41K +44.6% $117.66 -16.5%
372 NUE NUCOR CORP Basic Materials 91,489.0 $15.5M 0.02% +29K +47.3% $169.10 +49.9%
373 MPWR MONOLITHIC PWR SYS INC Technology 13,873.0 $15.2M 0.02% +9K +172.9% $1093.35 +42.6%
374 RL RALPH LAUREN CORP Consumer Cyclical 43,805.0 $15.1M 0.02% +2K +5.1% $343.99 +8.4%
375 SE SEA LTD Consumer Cyclical 181,712.0 $15.0M 0.02% -665K -78.5% $82.81 +2.0%
376 MSTR STRATEGY INC Technology 120,464.0 $15.0M 0.02% +8K +6.7% $124.80 +1.9%
377 ORLY OREILLY AUTOMOTIVE INC Consumer Cyclical 162,718.0 $15.0M 0.02% -149K -47.9% $92.31 -3.6%
378 AEE AMEREN CORP Utilities 136,364.0 $15.0M 0.02% +68K +100.1% $109.92 -2.5%
379 SBAC SBA COMMUNICATIONS CORP Real Estate 86,612.0 $14.9M 0.02% +54K +166.8% $172.11 +16.3%
380 GTX GARRETT MOTION INC Consumer Cyclical 818,918.0 $14.9M 0.02% +34K +4.4% $18.17 +77.5%
Page 19 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%