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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 32 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 TFX TELEFLEX INCORPORATED Healthcare 25,842.0 $3.2M 0.00% NEW $122.04 +7.1%
622 GLOB GLOBANT S A Technology 48,193.0 $3.2M 0.00% NEW $65.37 -39.6%
623 HBM HUDBAY MINERALS INC Basic Materials 158,667.0 $3.1M 0.00% NEW $19.85 +19.0%
624 ALAB ASTERA LABS INC Technology 18,363.0 $3.1M 0.00% NEW $166.36 +34.7%
625 CW CURTISS WRIGHT CORP Industrials 5,473.0 $3.0M 0.00% NEW $551.27 +27.0%
626 THG HANOVER INS GROUP INC Financial Services 16,497.0 $3.0M 0.00% NEW $182.77 +6.4%
627 TER TERADYNE INC Technology 15,141.0 $2.9M 0.00% NEW $193.56 +65.4%
628 PCOR PROCORE TECHNOLOGIES INC Technology 39,087.0 $2.8M 0.00% NEW $72.74 -33.8%
629 ESNT ESSENT GROUP LTD Financial Services 43,066.0 $2.8M 0.00% NEW $65.01 -5.2%
630 GL GLOBE LIFE INC Financial Services 19,873.0 $2.8M 0.00% NEW $139.86 +11.4%
631 TTMI TTM TECHNOLOGIES INC Technology 40,104.0 $2.8M 0.00% NEW $69.00 +129.0%
632 CDW CDW CORP Technology 19,810.0 $2.7M 0.00% NEW $136.20 -23.5%
633 SRE SEMPRA Utilities 30,316.0 $2.7M 0.00% NEW $88.29 +1.9%
634 DINO HF SINCLAIR CORP Energy 57,947.0 $2.7M 0.00% NEW $46.08 +51.6%
635 BBD BANCO BRADESCO S A Financial Services 798,779.0 $2.7M 0.00% NEW $3.33 +2.9%
636 NET CLOUDFLARE INC Technology 13,482.0 $2.7M 0.00% NEW $197.15 +3.7%
637 MDLZ MONDELEZ INTL INC Consumer Defensive 49,346.0 $2.7M 0.00% NEW $53.83 +14.6%
638 IQ IQIYI INC Communication Services 1,372,830.0 $2.6M 0.00% NEW $1.92 -41.4%
639 AMRIZE LTD 48,718.0 $2.6M 0.00% NEW $54.08
640 SBUX STARBUCKS CORP Consumer Cyclical 31,247.0 $2.6M 0.00% NEW $84.21 +25.9%
Page 32 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%