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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 25 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
481 CSX CSX CORP Industrials 208,097.0 $7.5M 0.01% NEW $36.25 +27.7%
482 SNA SNAP ON INC Industrials 21,851.0 $7.5M 0.01% NEW $344.60 +4.0%
483 DXC DXC TECHNOLOGY CO Technology 507,733.0 $7.4M 0.01% NEW $14.65 -39.8%
484 ARE ALEXANDRIA REAL ESTATE EQ IN Real Estate 151,946.0 $7.4M 0.01% NEW $48.94 -5.7%
485 CTAS CINTAS CORP Industrials 38,861.0 $7.3M 0.01% NEW $188.07 -9.7%
486 STE STERIS PLC Healthcare 28,816.0 $7.3M 0.01% NEW $253.52 -16.6%
487 WAY WAYSTAR HLDG CORP Technology 223,027.0 $7.3M 0.01% NEW $32.75 -41.4%
488 DD DUPONT DE NEMOURS INC Basic Materials 179,838.0 $7.2M 0.01% NEW $40.20 +17.3%
489 EFX EQUIFAX INC Industrials 33,208.0 $7.2M 0.01% NEW $216.98 -26.7%
490 SEIC SEI INVTS CO Financial Services 87,786.0 $7.2M 0.01% NEW $82.02 +10.5%
491 DHI D R HORTON INC Consumer Cyclical 49,819.0 $7.2M 0.01% NEW $144.03 -6.3%
492 JBHT HUNT J B TRANS SVCS INC Industrials 36,904.0 $7.2M 0.01% NEW $194.34 +33.4%
493 TECHNIPFMC PLC 160,524.0 $7.2M 0.01% NEW $44.56
494 HON HONEYWELL INTL INC Industrials 36,594.0 $7.1M 0.01% NEW $195.09 +10.8%
495 ROL ROLLINS INC Consumer Cyclical 118,598.0 $7.1M 0.01% NEW $60.02 -11.1%
496 GTM ZOOMINFO TECHNOLOGIES INC Technology 698,089.0 $7.1M 0.01% NEW $10.17 -63.0%
497 OMC OMNICOM GROUP INC Communication Services 87,809.0 $7.1M 0.01% NEW $80.75 -12.3%
498 JHG JANUS HENDERSON GROUP PLC Financial Services 148,771.0 $7.1M 0.01% NEW $47.57 +9.0%
499 HST HOST HOTELS & RESORTS INC Real Estate 395,813.0 $7.0M 0.01% NEW $17.73 +23.5%
500 RGA REINSURANCE GRP OF AMERICA I Financial Services 34,232.0 $7.0M 0.01% NEW $203.46 +4.0%
Page 25 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%