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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 22 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HSY HERSHEY CO Consumer Defensive 53,592.0 $11.1M 0.02% +43K +384.2% $207.89 -15.4%
422 LIBERTY GLOBAL LTD 935,476.0 $11.0M 0.02% +72K +8.4% $11.73
423 MTCH MATCH GROUP INC NEW Communication Services 354,793.0 $10.9M 0.02% -271K -43.3% $30.71 +11.3%
424 CHTR CHARTER COMMUNICATIONS INC Communication Services 48,934.0 $10.6M 0.01% +548.0 +1.1% $215.88 -38.8%
425 EXPD EXPEDITORS INTL WASH INC Industrials 73,345.0 $10.5M 0.01% +67K +1075.8% $143.23 +14.1%
426 CRTO CRITEO S A Communication Services 585,640.0 $10.5M 0.01% +89K +17.8% $17.93 -4.1%
427 PM PHILIP MORRIS INTL INC Consumer Defensive 62,222.0 $10.3M 0.01% -276K -81.6% $165.34 +6.5%
428 PNC PNC FINL SVCS GROUP INC Financial Services 49,006.0 $10.2M 0.01% +270.0 +0.6% $208.09 +9.2%
429 PHM PULTE GROUP INC Consumer Cyclical 86,648.0 $10.2M 0.01% -2K -2.6% $117.61 +0.1%
430 MTD METTLER TOLEDO INTERNATIONAL Healthcare 7,871.0 $9.9M 0.01% -58K -88.0% $1261.20 -9.7%
431 LEA LEAR CORP Consumer Cyclical 81,767.0 $9.9M 0.01% +9K +12.3% $121.08 +19.6%
432 RGA REINSURANCE GROUP AMER INC Financial Services 48,414.0 $9.9M 0.01% +14K +41.4% $204.16 -1.4%
433 CHCO CITY HLDG CO Financial Services 81,884.0 $9.8M 0.01% $119.52 +5.5%
434 ODFL OLD DOMINION FREIGHT LINE IN Industrials 49,540.0 $9.7M 0.01% +43K +668.8% $195.40 +26.4%
435 APP APPLOVIN CORP Technology 24,182.0 $9.6M 0.01% -1K -5.7% $398.00 +41.6%
436 ORI OLD REP INTL CORP Financial Services 237,561.0 $9.5M 0.01% -6K -2.5% $39.90 -5.9%
437 CW CURTISS WRIGHT CORP Industrials 13,691.0 $9.3M 0.01% +8K +150.2% $681.12 +5.9%
438 TMUS T-MOBILE US INC Communication Services 44,387.0 $9.3M 0.01% -23K -34.4% $210.03 -15.0%
439 AVY AVERY DENNISON CORP Industrials 53,393.0 $9.2M 0.01% -3K -5.3% $172.68 -11.4%
440 DELL DELL TECHNOLOGIES INC Technology 56,018.0 $9.2M 0.01% -133K -70.3% $164.13 +144.2%
Page 22 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%