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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 42 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
821 FN FABRINET Technology 426.0 $239K NEW $562.08 -20.9%
822 ATEN A10 NETWORKS INC Technology 6,381.0 $238K NEW $37.36 -31.7%
823 DCI DONALDSON INC Industrials 2,601.0 $233K -397K -99.3% $89.77 +3.0%
824 WFRD WEATHERFORD INTL PLC Energy 2,852.0 $232K $81.50 +12.0%
825 BAH BOOZ ALLEN HAMILTON HLDG COR Industrials 3,825.0 $232K -2.0M -99.8% $60.67 +25.9%
826 TDOC TELADOC HEALTH INC Healthcare 27,144.0 $230K -137K -83.4% $8.48 -23.5%
827 IAC PEOPLE INC Technology 4,837.0 $223K NEW $46.16 -14.4%
828 PRGS PROGRESS SOFTWARE CORP Technology 6,575.0 $221K NEW $33.58 +28.7%
829 PFBC PREFERRED BK LOS ANGELES CA Financial Services 1,995.0 $212K NEW $106.26 -2.5%
830 REX REX AMERICAN RES CORP Basic Materials 4,661.0 $210K -5K -53.9% $45.15 -1.7%
831 NWS NEWS CORP NEW Communication Services 7,448.0 $209K $28.06 +20.4%
832 RMR RMR GROUP INC Real Estate 9,939.0 $204K -3K -21.4% $20.53 -3.5%
833 IQ IQIYI INC Communication Services 189,544.0 $197K $1.04 -1.0%
834 ABEV AMBEV SA Consumer Defensive 58,313.0 $183K NEW $3.14 -9.9%
835 FRMI FERMI INC Utilities 14,797.0 $136K NEW $9.16 -34.8%
836 NUS NU SKIN ENTERPRISES INC Consumer Defensive 10,917.0 $58K $5.28 -11.9%
837 COUR COURSERA INC Consumer Defensive 10,061.0 $57K $5.64 +3.7%
Page 42 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 38.6%
Financial Services 11.9%
Communication Services 10.4%
Healthcare 10.2%
Consumer Cyclical 8.9%
Industrials 7.1%
Consumer Defensive 4.3%
Basic Materials 2.7%
Energy 2.3%
Real Estate 1.8%