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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 19 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
361 LOPE GRAND CANYON ED INC Consumer Defensive 103,642.0 $17.2M 0.03% NEW $166.31 -5.1%
362 TDC TERADATA CORP DEL Technology 564,068.0 $17.2M 0.02% NEW $30.44 +11.1%
363 MSTR STRATEGY INC Technology 112,874.0 $17.2M 0.02% NEW $151.95 +16.8%
364 KMI KINDER MORGAN INC DEL Energy 623,175.0 $17.1M 0.02% NEW $27.49 +22.3%
365 DCI DONALDSON INC Industrials 192,931.0 $17.1M 0.02% NEW $88.66 -7.6%
366 AEP AMERICAN ELEC PWR CO INC Utilities 148,063.0 $17.1M 0.02% NEW $115.31 +10.7%
367 RS RELIANCE INC Basic Materials 58,368.0 $16.9M 0.02% NEW $288.87 +25.2%
368 GDDY GODADDY INC Technology 135,142.0 $16.8M 0.02% NEW $124.08 -29.7%
369 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 60,142.0 $16.6M 0.02% NEW $275.39 +188.9%
370 MCD MCDONALDS CORP Consumer Cyclical 53,051.0 $16.2M 0.02% NEW $305.63 -9.6%
371 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 113,261.0 $16.1M 0.02% NEW $141.83 +11.7%
372 JAZZ JAZZ PHARMACEUTICALS PLC Healthcare 93,649.0 $15.9M 0.02% NEW $170.00 +34.6%
373 EXR EXTRA SPACE STORAGE INC Real Estate 122,234.0 $15.9M 0.02% NEW $130.22 +5.1%
374 TX TERNIUM SA Basic Materials 412,932.0 $15.8M 0.02% NEW $38.19 +12.0%
375 CEG CONSTELLATION ENERGY CORP Utilities 44,047.0 $15.6M 0.02% NEW $353.27 -25.8%
376 MRVL MARVELL TECHNOLOGY INC Technology 182,509.0 $15.5M 0.02% NEW $84.98 +108.2%
377 BLK BLACKROCK INC Financial Services 14,430.0 $15.4M 0.02% NEW $1070.34 +1.1%
378 NYT NEW YORK TIMES CO Communication Services 222,271.0 $15.4M 0.02% NEW $69.42 +7.3%
379 SJM SMUCKER J M CO Consumer Defensive 157,532.0 $15.4M 0.02% NEW $97.81 +2.8%
380 NI NISOURCE INC Utilities 364,579.0 $15.2M 0.02% NEW $41.76 +10.9%
Page 19 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%