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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 17 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 LMT LOCKHEED MARTIN CORP Industrials 51,189.0 $24.8M 0.04% NEW $483.67 +6.7%
322 PSX PHILLIPS 66 Energy 190,439.0 $24.6M 0.04% NEW $129.04 +36.5%
323 HUBS HUBSPOT INC Technology 61,034.0 $24.5M 0.04% NEW $401.30 -50.6%
324 CART MAPLEBEAR INC Consumer Cyclical 544,520.0 $24.5M 0.04% NEW $44.98 -8.9%
325 IFF INTERNATIONAL FLAVORS&FRAGRA Basic Materials 362,664.0 $24.4M 0.04% NEW $67.39 +8.5%
326 DELL DELL TECHNOLOGIES INC Technology 188,725.0 $23.8M 0.03% NEW $125.88 +92.3%
327 BSAC BANCO SANTANDER CHILE NEW Financial Services 763,326.0 $23.7M 0.03% NEW $31.11 -1.8%
328 ABT ABBOTT LABS Healthcare 187,541.0 $23.5M 0.03% NEW $125.29 -29.8%
329 CI THE CIGNA GROUP Healthcare 84,665.0 $23.3M 0.03% NEW $275.23 +4.2%
330 HBAN HUNTINGTON BANCSHARES INC Financial Services 1,328,189.0 $23.0M 0.03% NEW $17.35 -11.2%
331 GLW CORNING INC Technology 263,074.0 $23.0M 0.03% NEW $87.56 +119.1%
332 FLEX FLEX LTD Technology 375,583.0 $22.7M 0.03% NEW $60.42 +128.2%
333 AON AON PLC Financial Services 63,195.0 $22.3M 0.03% NEW $352.88 -7.5%
334 TTC TORO CO Industrials 281,700.0 $22.2M 0.03% NEW $78.72 +12.7%
335 CCL CARNIVAL CORP Consumer Cyclical 725,545.0 $22.2M 0.03% NEW $30.54 -18.4%
336 PCAR PACCAR INC Industrials 202,094.0 $22.1M 0.03% NEW $109.51 +0.7%
337 BLOCK INC 316,176.0 $20.6M 0.03% NEW $65.09
338 SFM SPROUTS FMRS MKT INC Consumer Defensive 258,119.0 $20.6M 0.03% NEW $79.67 +7.3%
339 PGR PROGRESSIVE CORP Financial Services 89,495.0 $20.4M 0.03% NEW $227.72 -12.3%
340 MTCH MATCH GROUP INC NEW Communication Services 625,638.0 $20.2M 0.03% NEW $32.29 +9.6%
Page 17 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%