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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 24 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 DXCM DEXCOM INC Healthcare 131,331.0 $8.8M 0.01% +33K +32.9% $67.35 +37.1%
462 BLK BLACKROCK INC Financial Services 9,143.0 $8.8M 0.01% +834.0 +10.0% $961.56 +20.3%
463 AMH AMERICAN HOMES 4 RENT Real Estate 250,000.0 $8.4M 0.01% +37K +17.3% $33.52 +2.5%
464 HCA HCA HEALTHCARE INC Healthcare 21,413.0 $8.3M 0.01% -4K -15.4% $389.89 +10.1%
465 SNA SNAP ON INC Industrials 20,618.0 $8.3M 0.01% -751.0 -3.5% $402.40 -2.2%
466 CRCL CIRCLE INTERNET GROUP INC Financial Services 131,073.0 $8.2M 0.01% +39K +41.7% $62.63 +40.5%
467 Z ZILLOW GROUP INC Communication Services 258,635.0 $8.2M 0.01% -239K -48.1% $31.52 +13.8%
468 DOV DOVER CORP Industrials 35,510.0 $8.0M 0.01% +21K +137.3% $224.28 -10.0%
469 TROW PRICE T ROWE GROUP INC Financial Services 69,832.0 $7.9M 0.01% -7K -8.6% $113.69 -1.9%
470 OMC OMNICOM GROUP INC Communication Services 108,988.0 $7.9M 0.01% +4K +3.8% $72.83 +20.2%
471 ETN EATON CORP PLC Industrials 18,529.0 $7.9M 0.01% -67K -78.4% $426.12 -1.6%
472 MSGE SPHERE ENTERTAINMENT CO Communication Services 45,297.0 $7.8M 0.01% +29K +175.3% $173.03 -53.8%
473 MMM 3M CO Industrials 48,076.0 $7.8M 0.01% -195K -80.2% $161.91 +10.5%
474 ARW ARROW ELECTRS INC Technology 36,426.0 $7.8M 0.01% -6K -14.8% $213.41 -1.2%
475 ADT ADT INC DEL Industrials 1,178,636.0 $7.7M 0.01% $6.50 +13.5%
476 SWKS SKYWORKS SOLUTIONS INC Technology 112,694.0 $7.6M 0.01% -11K -8.8% $67.80 -1.0%
477 AEP AMERICAN ELEC PWR CO INC Utilities 55,829.0 $7.6M 0.01% -40K -41.7% $136.81 -11.6%
478 MAS MASCO CORP Industrials 93,509.0 $7.6M 0.01% -3K -3.5% $81.37 -9.9%
479 CNH INDL N V 674,726.0 $7.6M 0.01% -32K -4.5% $11.23
480 JXN JACKSON FINANCIAL INC Financial Services 72,933.0 $7.5M 0.01% -3K -4.6% $102.39 +26.8%
Page 24 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%