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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 24 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 FERG FERGUSON ENTERPRISES INC Industrials 34,330.0 $8.0M 0.01% +3K +10.9% $233.26 -3.8%
462 BLK BLACKROCK INC Financial Services 8,309.0 $8.0M 0.01% -6K -42.4% $961.71 +3.4%
463 DXC DXC TECHNOLOGY CO Technology 632,115.0 $7.9M 0.01% +124K +24.5% $12.57 -29.2%
464 OMC OMNICOM GROUP INC Communication Services 105,011.0 $7.9M 0.01% +17K +19.6% $75.31 -0.3%
465 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 104,434.0 $7.8M 0.01% $74.89 +22.1%
466 ALKS ALKERMES PLC Healthcare 220,521.0 $7.8M 0.01% -65K -22.8% $35.36 +20.1%
467 CNH INDL N V 706,820.0 $7.8M 0.01% -1.4M -66.4% $11.00
468 ADT ADT INC DEL Industrials 1,181,437.0 $7.8M 0.01% +138K +13.2% $6.57 +1.5%
469 SNA SNAP ON INC Industrials 21,369.0 $7.8M 0.01% -482.0 -2.2% $363.22 +4.8%
470 AGO ASSURED GUARANTY LTD Financial Services 95,099.0 $7.7M 0.01% -2K -2.1% $81.48 -8.2%
471 JBHT HUNT J B TRANS SVCS INC Industrials 36,468.0 $7.7M 0.01% -436.0 -1.2% $211.90 +36.0%
472 Q QNITY ELECTRONICS INC Technology 66,076.0 $7.6M 0.01% +2K +3.3% $115.38 +25.2%
473 BMNR BITMINE IMMERSION TECNOLOGIE Financial Services 384,781.0 $7.6M 0.01% +165K +74.9% $19.78 -14.8%
474 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 162,682.0 $7.6M 0.01% +11K +7.1% $46.42 +8.3%
475 ATO ATMOS ENERGY CORP Utilities 40,846.0 $7.5M 0.01% -10K -19.5% $184.72 -9.1%
476 WST WEST PHARMACEUTICAL SVSC INC Healthcare 30,082.0 $7.5M 0.01% +17K +133.6% $250.64 +27.6%
477 OKTA OKTA INC Technology 95,708.0 $7.5M 0.01% -370K -79.4% $78.71 +48.5%
478 KRG KITE REALTY GROUP TRUST Real Estate 305,000.0 $7.5M 0.01% -25K -7.6% $24.55 +13.6%
479 FICO FAIR ISAAC CORP Technology 6,927.0 $7.4M 0.01% +4K +184.6% $1067.54 +13.1%
480 CFG CITIZENS FINL GROUP INC Financial Services 122,925.0 $7.4M 0.01% +100K +425.7% $59.97 +7.3%
Page 24 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%