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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 22 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 135,413.0 $10.9M 0.01% NEW $80.30 -4.8%
422 TSN TYSON FOODS INC Consumer Defensive 184,842.0 $10.8M 0.01% NEW $58.62 +12.2%
423 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 30,898.0 $10.8M 0.01% NEW $350.55 +12.0%
424 CCK CROWN HLDGS INC Consumer Cyclical 103,892.0 $10.7M 0.01% NEW $102.97 -5.6%
425 INVH INVITATION HOMES INC Real Estate 384,433.0 $10.7M 0.01% NEW $27.79 +0.5%
426 ACM AECOM Industrials 110,982.0 $10.6M 0.01% NEW $95.33 -25.0%
427 PHM PULTE GROUP INC Consumer Cyclical 88,999.0 $10.4M 0.01% NEW $117.26 -6.1%
428 PINS PINTEREST INC Communication Services 403,033.0 $10.4M 0.01% NEW $25.89 -24.8%
429 AVY AVERY DENNISON CORP Industrials 56,393.0 $10.3M 0.01% NEW $181.88 -13.8%
430 CMRE COSTAMARE INC Industrials 649,363.0 $10.3M 0.01% NEW $15.79 +8.8%
431 CRTO CRITEO S A Communication Services 497,008.0 $10.2M 0.01% NEW $20.61 -22.1%
432 PNC PNC FINL SVCS GROUP INC Financial Services 48,736.0 $10.2M 0.01% NEW $208.73 +2.0%
433 NUE NUCOR CORP Basic Materials 62,104.0 $10.1M 0.01% NEW $163.11 +39.2%
434 CHTR CHARTER COMMUNICATIONS INC N Communication Services 48,386.0 $10.1M 0.01% NEW $208.75 -32.4%
435 AMG AFFILIATED MANAGERS GROUP IN Financial Services 34,908.0 $10.1M 0.01% NEW $288.28 +3.0%
436 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 69,859.0 $10.1M 0.01% NEW $143.89 +19.7%
437 RRX REGAL REXNORD CORPORATION Industrials 70,863.0 $9.9M 0.01% NEW $140.32 +40.5%
438 TW TRADEWEB MKTS INC Financial Services 91,663.0 $9.9M 0.01% NEW $107.54 +3.2%
439 WAT WATERS CORP Healthcare 25,941.0 $9.9M 0.01% NEW $379.83 -13.3%
440 TFC TRUIST FINL CORP Financial Services 199,835.0 $9.8M 0.01% NEW $49.21 -4.6%
Page 22 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%