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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 24 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
461 CYBERARK SOFTWARE LTD 18,754.0 $8.4M 0.01% NEW $446.06
462 LEA LEAR CORP Consumer Cyclical 72,784.0 $8.3M 0.01% NEW $114.60 +13.8%
463 MNDY MONDAY COM LTD Technology 56,506.0 $8.3M 0.01% NEW $147.56 -47.1%
464 JXN JACKSON FINANCIAL INC Financial Services 77,980.0 $8.3M 0.01% NEW $106.65 +4.0%
465 TROW PRICE T ROWE GROUP INC Financial Services 79,003.0 $8.1M 0.01% NEW $102.38 +0.0%
466 VTR VENTAS INC Real Estate 104,426.0 $8.1M 0.01% NEW $77.38 +13.9%
467 ALKS ALKERMES PLC Healthcare 285,670.0 $8.0M 0.01% NEW $27.98 +32.2%
468 HEICO CORP NEW 31,400.0 $7.9M 0.01% NEW $252.43
469 MAN MANPOWERGROUP INC WIS Industrials 266,338.0 $7.9M 0.01% NEW $29.73 -6.9%
470 KRG KITE RLTY GROUP TR Real Estate 330,000.0 $7.9M 0.01% NEW $23.97 +8.6%
471 SWKS SKYWORKS SOLUTIONS INC Technology 124,340.0 $7.9M 0.01% NEW $63.41 +10.9%
472 PNR PENTAIR PLC Industrials 75,506.0 $7.9M 0.01% NEW $104.14 -29.5%
473 HSTM HEALTHSTREAM INC Healthcare 340,511.0 $7.9M 0.01% NEW $23.07 +3.0%
474 TRU TRANSUNION Industrials 91,200.0 $7.8M 0.01% NEW $85.75 -20.0%
475 GPN GLOBAL PMTS INC Industrials 100,725.0 $7.8M 0.01% NEW $77.40 -12.7%
476 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 104,434.0 $7.7M 0.01% NEW $74.03 +14.6%
477 VIRT VIRTU FINL INC Financial Services 232,009.0 $7.7M 0.01% NEW $33.32 +65.3%
478 CINF CINCINNATI FINL CORP Financial Services 46,874.0 $7.7M 0.01% NEW $163.32 +2.8%
479 COP CONOCOPHILLIPS Energy 81,300.0 $7.6M 0.01% NEW $93.61 +33.0%
480 QTWO Q2 HLDGS INC Technology 105,000.0 $7.6M 0.01% NEW $72.16 -35.0%
Page 24 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%