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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 38 of 43  ·  842 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 SMURFIT WESTROCK PLC 25,600.0 $1.0M 0.00% $39.85
742 AJG GALLAGHER ARTHUR J & CO Financial Services 4,543.0 $984K 0.00% -256.0 -5.3% $216.58 -1.9%
743 AVTR AVANTOR INC Healthcare 124,432.0 $976K 0.00% -64K -33.9% $7.84 +23.6%
744 KELYA KELLY SVCS INC Industrials 105,892.0 $937K 0.00% $8.85 +34.2%
745 SO SOUTHERN CO Utilities 9,676.0 $934K 0.00% NEW $96.52 -5.4%
746 COOPER COS INC 12,834.0 $918K 0.00% -639.0 -4.7% $71.50
747 NET CLOUDFLARE INC Technology 4,348.0 $897K 0.00% -9K -67.8% $206.34 +20.1%
748 TDOC TELADOC HEALTH INC Healthcare 163,891.0 $893K 0.00% -23K -12.1% $5.45 +29.9%
749 AIT APPLIED INDL TECHNOLOGIES IN Industrials 3,365.0 $893K 0.00% -224.0 -6.2% $265.32 +18.5%
750 CALX CALIX INC Technology 18,191.0 $891K 0.00% +6K +51.9% $48.99 -23.9%
751 VRSK VERISK ANALYTICS INC Industrials 4,672.0 $887K 0.00% -4K -47.8% $189.75 -5.7%
752 NHC NATIONAL HEALTHCARE CORP Healthcare 5,545.0 $886K 0.00% -575.0 -9.4% $159.70 +17.6%
753 HOLOGIC INC 11,563.0 $874K 0.00% $75.59
754 INVH INVITATION HOMES INC Real Estate 34,833.0 $866K 0.00% -350K -90.9% $24.85 +18.2%
755 MTB M & T BK CORP Financial Services 4,005.0 $828K 0.00% $206.72 +7.7%
756 BDN BRANDYWINE RLTY TR Real Estate 303,972.0 $824K 0.00% $2.71 +18.1%
757 APA APA CORPORATION Energy 19,313.0 $820K 0.00% NEW $42.44 -11.3%
758 AOS SMITH A O CORP Industrials 12,394.0 $817K 0.00% -15K -54.8% $65.94 -13.1%
759 ASGN ASGN INC Technology 20,868.0 $808K 0.00% NEW $38.71 -50.2%
760 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 8,877.0 $803K 0.00% $90.42 -3.4%
Page 38 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%