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Portfolio (Quarterly) Guide ↗

Robeco Institutional Asset Management B.V.

· CIK 0001418773
13F Portfolio $70.2B AUM Filed Jan 23, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 824 New
Page 15 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 HIMX HIMAX TECHNOLOGIES INC Technology 4,400,014.0 $36.0M 0.05% NEW $8.19 +132.7%
282 DOCU DOCUSIGN INC Technology 514,279.0 $35.2M 0.05% NEW $68.40 -30.2%
283 DUK DUKE ENERGY CORP NEW Utilities 298,601.0 $35.0M 0.05% NEW $117.21 +3.2%
284 TOST TOAST INC Technology 972,230.0 $34.5M 0.05% NEW $35.51 -35.1%
285 KEYS KEYSIGHT TECHNOLOGIES INC Technology 169,157.0 $34.4M 0.05% NEW $203.19 +71.8%
286 ATHM AUTOHOME INC Communication Services 1,510,651.0 $33.6M 0.05% NEW $22.26 -24.1%
287 AMT AMERICAN TOWER CORP NEW Real Estate 190,191.0 $33.4M 0.05% NEW $175.57 +1.0%
288 AYI ACUITY INC Industrials 92,134.0 $33.2M 0.05% NEW $360.04 -21.5%
289 PWR QUANTA SVCS INC Industrials 78,455.0 $33.1M 0.05% NEW $422.06 +82.4%
290 CLX CLOROX CO DEL Consumer Defensive 324,751.0 $32.7M 0.05% NEW $100.83 -7.9%
291 GRUPO CIBEST SA 511,101.0 $32.5M 0.05% NEW $63.61
292 MMM 3M CO Industrials 202,949.0 $32.5M 0.05% NEW $160.10 -8.7%
293 DT DYNATRACE INC Technology 728,062.0 $31.6M 0.04% NEW $43.34 -11.5%
294 AXP AMERICAN EXPRESS CO Financial Services 83,891.0 $31.0M 0.04% NEW $369.95 -15.6%
295 SCCO SOUTHERN COPPER CORP Basic Materials 214,426.0 $30.8M 0.04% NEW $143.47 +23.2%
296 LIN LINDE PLC Basic Materials 71,845.0 $30.6M 0.04% NEW $426.39 +18.7%
297 PSTG PURE STORAGE INC Technology 456,437.0 $30.6M 0.04% NEW $67.01 +30.3%
298 HAL HALLIBURTON CO Energy 1,068,409.0 $30.2M 0.04% NEW $28.26 +47.8%
299 YMM FULL TRUCK ALLIANCE CO LTD Technology 2,811,870.0 $30.2M 0.04% NEW $10.73 -19.3%
300 RJF RAYMOND JAMES FINL INC Financial Services 185,681.0 $29.8M 0.04% NEW $160.59 -4.0%
Page 15 of 42  ·  824 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 35.5%
Financial Services 14.3%
Communication Services 11.7%
Healthcare 11.1%
Consumer Cyclical 10.2%
Industrials 5.7%
Consumer Defensive 3.7%
Basic Materials 3.0%
Real Estate 1.8%
Energy 1.6%