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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 28 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 NVT NVENT ELEC PLC Industrials 45,119.0 $5.3M 0.01% +4K +9.3% $118.28 +38.5%
542 SONO SONOS INC Technology 390,651.0 $5.2M 0.01% +17K +4.6% $13.40 +11.6%
543 CHD CHURCH & DWIGHT CO INC Consumer Defensive 56,082.0 $5.2M 0.01% -1K -2.5% $93.32 +2.2%
544 UNP UNION PAC CORP Industrials 21,293.0 $5.2M 0.01% -5K -19.4% $242.62 +10.7%
545 EFX EQUIFAX INC Industrials 28,575.0 $5.1M 0.01% -5K -13.9% $180.07 -6.8%
546 NTGR NETGEAR INC Technology 234,729.0 $5.1M 0.01% $21.84 +15.4%
547 BXP BXP INC Real Estate 98,039.0 $5.1M 0.01% -117K -54.3% $51.90 +24.3%
548 CRWV COREWEAVE INC Technology 65,267.0 $5.1M 0.01% +50K +333.1% $77.47 +32.1%
549 AMCOR PLC 125,534.0 $5.0M 0.01% NEW $39.75
550 ROP ROPER TECHNOLOGIES INC Industrials 14,090.0 $5.0M 0.01% -52K -78.6% $353.86 -5.7%
551 STE STERIS PLC Healthcare 22,304.0 $4.9M 0.01% -7K -22.6% $221.13 -5.0%
552 UAL UNITED AIRLS HLDGS INC Industrials 53,506.0 $4.9M 0.01% +10K +23.0% $92.07 +14.4%
553 EBF ENNIS INC Industrials 227,707.0 $4.9M 0.01% -10K -4.0% $21.42 -5.2%
554 WTM WHITE MTNS INS GROUP LTD Financial Services 2,179.0 $4.8M 0.01% +2K +249.8% $2196.96 -7.9%
555 LVS LAS VEGAS SANDS CORP Consumer Cyclical 88,110.0 $4.7M 0.01% +5K +5.8% $53.88 -5.7%
556 CINF CINCINNATI FINL CORP Financial Services 29,818.0 $4.7M 0.01% -17K -36.4% $157.35 +3.1%
557 RMD RESMED INC Healthcare 20,900.0 $4.7M 0.01% -40K -65.5% $224.48 -14.0%
558 WU WESTERN UN CO Financial Services 536,884.0 $4.7M 0.01% $8.73 -15.7%
559 WCN WASTE CONNECTIONS INC Industrials 28,757.0 $4.7M 0.01% -548.0 -1.9% $162.44 -5.4%
560 FCFS FIRSTCASH HOLDINGS INC Financial Services 24,326.0 $4.6M 0.01% $188.00 +19.0%
Page 28 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%