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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 29 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
561 EVR EVERCORE INC Financial Services 15,000.0 $4.5M 0.01% NEW $298.51 +13.9%
562 YUMC YUM CHINA HLDGS INC Consumer Cyclical 88,210.0 $4.3M 0.01% -5K -5.2% $48.78 -13.2%
563 FIGS FIGS INC Consumer Cyclical 287,610.0 $4.2M 0.01% NEW $14.77 -21.6%
564 AEO AMERICAN EAGLE OUTFITTERS IN Consumer Cyclical 254,333.0 $4.2M 0.01% NEW $16.70 +3.5%
565 ESTC ELASTIC N V Technology 84,173.0 $4.2M 0.01% +58K +215.9% $49.99 +24.3%
566 ELAN ELANCO ANIMAL HEALTH INC Healthcare 174,412.0 $4.2M 0.01% $23.93 -1.0%
567 BEN FRANKLIN RESOURCES INC Financial Services 176,690.0 $4.2M 0.01% +9K +5.3% $23.62 +32.9%
568 LEN LENNAR CORP Consumer Cyclical 47,744.0 $4.1M 0.01% +616.0 +1.3% $86.84 +4.5%
569 DKS DICKS SPORTING GOODS INC Consumer Cyclical 20,679.0 $4.1M 0.01% -2K -9.8% $198.29 +7.6%
570 RYN RAYONIER INC Real Estate 198,509.0 $4.1M 0.01% -40K -16.8% $20.62 +0.8%
571 TEAM ATLASSIAN CORPORATION Technology 59,825.0 $4.1M 0.01% -365.0 -0.6% $68.25 +43.4%
572 CLS CELESTICA INC Technology 14,444.0 $4.1M 0.01% -27K -65.4% $281.68 +37.2%
573 KRC KILROY REALTY CORP Real Estate 143,195.0 $4.0M 0.01% $28.21 +34.3%
574 BR BROADRIDGE FINL SOLUTIONS IN Technology 24,749.0 $4.0M 0.01% +363.0 +1.5% $162.48 -8.3%
575 PINNACLE FINL PARTNERS INC 46,584.0 $4.0M 0.01% NEW $86.14
576 AGX ARGAN INC Industrials 7,278.0 $4.0M 0.01% $544.65 +13.8%
577 NOMD NOMAD FOODS LTD Consumer Defensive 411,329.0 $4.0M 0.01% +344K +513.5% $9.61 +3.3%
578 ANNALY CAPITAL MANAGEMENT IN 186,706.0 $3.9M 0.01% +4K +2.4% $21.15
579 CVNA CARVANA CO Consumer Cyclical 12,540.0 $3.9M 0.01% -852.0 -6.4% $314.38 -77.9%
580 UPWK UPWORK INC Industrials 359,391.0 $3.9M 0.01% +194K +116.8% $10.96 -19.1%
Page 29 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%