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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 8 of 42  ·  837 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 PEP PEPSICO INC Consumer Defensive 1,088,276.0 $147.4M 0.18% +65K +6.4% $135.40 +5.7%
142 WAB WABTEC Industrials 545,788.0 $147.1M 0.18% -18K -3.2% $269.60 +8.7%
143 PLD PROLOGIS INC. Real Estate 1,052,322.0 $142.6M 0.17% +248K +30.8% $135.47 +4.1%
144 TAL TAL ED GROUP Consumer Defensive 14,743,438.0 $141.1M 0.17% +4.0M +37.1% $9.57 +16.9%
145 HWM HOWMET AEROSPACE INC Industrials 522,728.0 $140.5M 0.17% +170K +48.0% $268.86 +1.0%
146 DG DOLLAR GEN CORP Consumer Defensive 1,183,103.0 $136.2M 0.17% -2.0M -62.6% $115.11 +6.6%
147 AMP AMERIPRISE FINL INC Financial Services 295,074.0 $135.4M 0.17% -285K -49.1% $458.76 +22.0%
148 DELL DELL TECHNOLOGIES INC Technology 313,318.0 $135.2M 0.17% +257K +459.3% $431.46 +0.5%
149 NDAQ NASDAQ INC Financial Services 1,691,681.0 $133.3M 0.16% +107K +6.7% $78.82 +25.0%
150 BALL BALL CORP Consumer Cyclical 2,120,458.0 $132.3M 0.16% +354K +20.1% $62.40 +1.8%
151 PG PROCTER & GAMBLE CO Consumer Defensive 886,788.0 $130.0M 0.16% -559K -38.7% $146.64 -1.9%
152 AFL AFLAC INC Financial Services 1,078,422.0 $126.4M 0.15% -291K -21.2% $117.25 -0.6%
153 EMR EMERSON ELEC CO Industrials 883,271.0 $126.4M 0.15% -186K -17.4% $143.15 +9.2%
154 AME AMETEK INC Industrials 522,006.0 $126.3M 0.15% +276K +112.1% $241.94 -1.4%
155 PBR PETROLEO BRASILEIRO S A Energy 7,779,409.0 $125.7M 0.15% -52K -0.7% $16.16 +18.4%
156 HAL HALLIBURTON CO Energy 3,701,043.0 $125.7M 0.15% +564K +18.0% $33.95 +3.7%
157 SSNC SS&C TECH HLDGS Technology 2,021,326.0 $125.4M 0.15% $62.05 +34.0%
158 BVN COMPANIA DE MINAS BUENAVENTU Basic Materials 4,271,316.0 $125.1M 0.15% -93K -2.1% $29.29 +19.8%
159 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,418,704.0 $123.5M 0.15% +92K +6.9% $87.04 +6.1%
160 BZ KANZHUN LIMITED Industrials 9,414,041.0 $121.2M 0.15% -154K -1.6% $12.87 +23.8%
Page 8 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%