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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 22 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 WIT WIPRO LTD Technology 5,491,789.0 $12.4M 0.01% -154K -2.7% $2.25 -16.0%
422 EQH EQUITABLE HLDGS INC Financial Services 279,374.0 $12.3M 0.01% -623K -69.0% $43.88 +11.4%
423 FRT FEDERAL RLTY INVT TR NEW Real Estate 96,338.0 $11.9M 0.01% +28K +40.9% $123.44 -5.4%
424 AON AON PLC Financial Services 35,694.0 $11.8M 0.01% -17K -32.1% $331.69 +7.1%
425 DOC HEALTHPEAK PROPERTIES INC Real Estate 550,316.0 $11.8M 0.01% -303K -35.5% $21.40 +0.0%
426 PHM PULTE GROUP INC Consumer Cyclical 85,627.0 $11.7M 0.01% -1K -1.2% $137.21 -6.0%
427 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 222,810.0 $11.7M 0.01% NEW $52.65 +28.3%
428 MSTR STRATEGY INC Technology 133,755.0 $11.6M 0.01% +13K +11.0% $86.93 +37.2%
429 Q QNITY ELECTRONICS INC Technology 71,142.0 $11.6M 0.01% +5K +7.7% $163.31 -21.1%
430 PCAR PACCAR INC Industrials 95,903.0 $11.5M 0.01% -86K -47.3% $120.12 +9.1%
431 XP XP INC Financial Services 704,779.0 $11.5M 0.01% -951K -57.5% $16.26 +3.4%
432 TME TENCENT MUSIC ENTMT GROUP Communication Services 1,357,543.0 $11.3M 0.01% -1.8M -57.2% $8.35 +5.4%
433 STNE STONECO LTD Technology 1,044,268.0 $11.3M 0.01% +768K +277.7% $10.84 -13.7%
434 PCG PG&E CORP Utilities 666,698.0 $11.2M 0.01% +343K +105.8% $16.82 +4.6%
435 GGG GRACO INC Industrials 148,269.0 $11.2M 0.01% +51K +52.6% $75.61 +6.7%
436 VTR VENTAS INC Real Estate 124,932.0 $11.1M 0.01% -54K -30.3% $88.80 +4.8%
437 LVS LAS VEGAS SANDS CORP Consumer Cyclical 238,280.0 $11.0M 0.01% +150K +170.4% $46.19 +1.8%
438 LEA LEAR CORP Consumer Cyclical 81,625.0 $10.9M 0.01% $134.06 -4.1%
439 CHCO CITY HLDG CO Financial Services 81,884.0 $10.9M 0.01% $132.64 +8.9%
440 TMUS T-MOBILE US INC Communication Services 64,423.0 $10.8M 0.01% +20K +45.1% $167.73 +9.1%
Page 22 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%