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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 31 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 AUGO AURA MINERALS INC Basic Materials 52,799.0 $3.3M 0.00% +44K +499.4% $62.95 +38.6%
602 NEXA NEXA RES S A Basic Materials 268,764.0 $3.3M 0.00% NEW $12.24 +25.8%
603 G GENPACT LIMITED Technology 118,429.0 $3.3M 0.00% +54K +85.0% $27.50 +35.1%
604 URBN URBAN OUTFITTERS INC Consumer Cyclical 45,648.0 $3.2M 0.00% -888.0 -1.9% $70.86 +4.8%
605 ALB ALBEMARLE CORP Basic Materials 23,816.0 $3.2M 0.00% +6K +36.4% $135.03 +6.1%
606 WRB BERKLEY W R CORP Financial Services 44,616.0 $3.1M 0.00% -6K -11.7% $70.53 -2.7%
607 SBUX STARBUCKS CORP Consumer Cyclical 30,610.0 $3.1M 0.00% -2K -5.3% $102.19 +4.8%
608 CHKP CHECK POINT SOFTWARE TECH LT Technology 23,418.0 $3.1M 0.00% -228K -90.7% $131.43 -0.7%
609 FIGR FIGURE TECHNOLOGY SOLUTIO Financial Services 100,000.0 $3.1M 0.00% $30.71 +27.3%
610 KVUE KENVUE INC Consumer Defensive 160,048.0 $3.1M 0.00% +4K +2.6% $19.11 -0.3%
611 GLBE GLOBAL E ONLINE LTD Consumer Cyclical 86,789.0 $3.0M 0.00% $34.73 +16.8%
612 EXPAND ENERGY CORPORATION 32,788.0 $3.0M 0.00% -25K -43.4% $91.19
613 CTAS CINTAS CORP Industrials 17,531.0 $3.0M 0.00% -22K -55.5% $170.08 +19.8%
614 OMF ONEMAIN HLDGS INC Financial Services 48,358.0 $2.9M 0.00% $60.97 +3.6%
615 COHR COHERENT CORP Technology 7,469.0 $2.9M 0.00% +2K +29.6% $394.47 -26.6%
616 FIGS FIGS INC Consumer Cyclical 287,610.0 $2.9M 0.00% $10.23 +43.5%
617 ENS ENERSYS Industrials 12,422.0 $2.9M 0.00% +3K +35.5% $233.82 -18.8%
618 RDWR RADWARE LTD Technology 92,821.0 $2.9M 0.00% -3K -3.5% $30.86 -9.8%
619 MDLZ MONDELEZ INTL INC Consumer Defensive 49,394.0 $2.9M 0.00% $57.84 +11.4%
620 WMG WARNER MUSIC GROUP CORP Communication Services 104,421.0 $2.8M 0.00% NEW $27.07 +0.2%
Page 31 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%