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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 9 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 BALL BALL CORP Consumer Cyclical 1,903,220.0 $100.8M 0.14% NEW $52.97 +4.2%
162 ALLE ALLEGION PLC Industrials 630,936.0 $100.5M 0.14% NEW $159.22 -21.1%
163 TME TENCENT MUSIC ENTMT GROUP Communication Services 5,706,740.0 $100.0M 0.14% NEW $17.53 -50.9%
164 TGT TARGET CORP Consumer Defensive 1,001,625.0 $97.9M 0.14% NEW $97.75 +25.9%
165 CNC CENTENE CORP DEL Healthcare 2,318,075.0 $95.4M 0.14% NEW $41.15 +42.6%
166 KT KT CORP Communication Services 5,022,841.0 $95.3M 0.14% NEW $18.97 +3.9%
167 SHOP SHOPIFY INC Technology 588,670.0 $94.8M 0.14% NEW $160.97 -39.5%
168 ES EVERSOURCE ENERGY Utilities 1,395,106.0 $93.9M 0.13% NEW $67.33 +2.2%
169 ONON ON HLDG AG Consumer Cyclical 2,003,000.0 $93.1M 0.13% NEW $46.48 -20.7%
170 VLO VALERO ENERGY CORP Energy 565,171.0 $92.0M 0.13% NEW $162.79 +50.4%
171 MTD METTLER TOLEDO INTERNATIONAL Healthcare 65,385.0 $91.2M 0.13% NEW $1394.19 -25.3%
172 PEP PEPSICO INC Consumer Defensive 633,978.0 $91.0M 0.13% NEW $143.52 +3.6%
173 IBKR INTERACTIVE BROKERS GROUP IN Financial Services 1,385,951.0 $89.1M 0.13% NEW $64.31 +37.3%
174 GRMN GARMIN LTD Technology 438,365.0 $88.9M 0.13% NEW $202.85 +15.6%
175 NTRS NORTHERN TR CORP Financial Services 632,753.0 $86.4M 0.12% NEW $136.59 +20.3%
176 DLTR DOLLAR TREE INC Consumer Defensive 699,831.0 $86.1M 0.12% NEW $123.01 -26.9%
177 MCO MOODYS CORP Financial Services 168,023.0 $85.8M 0.12% NEW $510.85 -15.3%
178 USB US BANCORP DEL Financial Services 1,598,256.0 $85.3M 0.12% NEW $53.36 +0.1%
179 CVX CHEVRON CORP NEW Energy 554,214.0 $84.5M 0.12% NEW $152.41 +22.5%
180 NRG NRG ENERGY INC Utilities 529,039.0 $84.2M 0.12% NEW $159.24 -15.4%
Page 9 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%