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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 20 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 AVB AVALONBAY CMNTYS INC Real Estate 82,463.0 $15.0M 0.02% NEW $181.31 -0.3%
382 UPS UNITED PARCEL SERVICE INC Industrials 149,220.0 $14.8M 0.02% NEW $99.19 -0.3%
383 RL RALPH LAUREN CORP Consumer Cyclical 41,688.0 $14.7M 0.02% NEW $353.61 -7.6%
384 RMD RESMED INC Healthcare 60,661.0 $14.6M 0.02% NEW $240.87 -16.2%
385 BXP BXP INC Real Estate 214,612.0 $14.5M 0.02% NEW $67.48 -11.2%
386 LULU LULULEMON ATHLETICA INC Consumer Cyclical 68,813.0 $14.3M 0.02% NEW $207.81 -42.7%
387 ST SENSATA TECHNOLOGIES HLDG PL Technology 424,445.0 $14.1M 0.02% NEW $33.29 +45.7%
388 DDOG DATADOG INC Technology 102,351.0 $13.9M 0.02% NEW $135.99 +52.9%
389 WIT WIPRO LTD Technology 4,871,157.0 $13.8M 0.02% NEW $2.84 -33.5%
390 TMUS T-MOBILE US INC Communication Services 67,685.0 $13.7M 0.02% NEW $203.04 -8.8%
391 GTX GARRETT MOTION INC Consumer Cyclical 784,503.0 $13.7M 0.02% NEW $17.43 +77.7%
392 DVN DEVON ENERGY CORP NEW Energy 368,161.0 $13.5M 0.02% NEW $36.63 +35.1%
393 ESS ESSEX PPTY TR INC Real Estate 50,383.0 $13.2M 0.02% NEW $261.68 +2.1%
394 KDP KEURIG DR PEPPER INC Consumer Defensive 468,732.0 $13.1M 0.02% NEW $28.01 +3.3%
395 CAG CONAGRA BRANDS INC Consumer Defensive 757,610.0 $13.1M 0.02% NEW $17.31 -20.3%
396 ON ON SEMICONDUCTOR CORP Technology 241,016.0 $13.1M 0.02% NEW $54.15 +108.9%
397 SLB SLB LIMITED Energy 337,493.0 $13.0M 0.02% NEW $38.38 +44.3%
398 DOC HEALTHPEAK PROPERTIES INC Real Estate 799,225.0 $12.9M 0.02% NEW $16.08 +20.4%
399 NTNX NUTANIX INC Technology 245,886.0 $12.7M 0.02% NEW $51.69 -10.4%
400 WM WASTE MGMT INC DEL Industrials 57,278.0 $12.6M 0.02% NEW $219.71 +0.1%
Page 20 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%