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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 8 of 42  ·  824 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WDAY WORKDAY INC Technology 571,766.0 $122.8M 0.17% NEW $214.78 -41.4%
142 MS MORGAN STANLEY Financial Services 684,221.0 $121.5M 0.17% NEW $177.53 +8.7%
143 VLTO VERALTO CORP Industrials 1,199,220.0 $119.7M 0.17% NEW $99.78 -14.3%
144 CL COLGATE PALMOLIVE CO Consumer Defensive 1,512,798.0 $119.5M 0.17% NEW $79.02 +13.0%
145 AMD ADVANCED MICRO DEVICES INC Technology 553,699.0 $118.6M 0.17% NEW $214.16 +103.1%
146 HOOD ROBINHOOD MKTS INC Financial Services 1,045,492.0 $118.2M 0.17% NEW $113.10 -32.0%
147 MSCI MSCI INC Financial Services 206,083.0 $118.2M 0.17% NEW $573.73 -1.3%
148 TPR TAPESTRY INC Consumer Cyclical 909,511.0 $116.2M 0.17% NEW $127.77 +3.3%
149 SYK STRYKER CORPORATION Healthcare 328,309.0 $115.4M 0.16% NEW $351.47 -12.7%
150 AIG AMERICAN INTL GROUP INC Financial Services 1,345,273.0 $115.1M 0.16% NEW $85.55 -10.7%
151 BZ KANZHUN LIMITED Industrials 5,591,441.0 $114.0M 0.16% NEW $20.38 -30.4%
152 CBOE CBOE GLOBAL MKTS INC Financial Services 453,753.0 $113.9M 0.16% NEW $251.00 +44.8%
153 BAP CREDICORP LTD Financial Services 393,752.0 $113.0M 0.16% NEW $287.00 +5.9%
154 STT STATE STR CORP Financial Services 866,620.0 $111.8M 0.16% NEW $129.01 +18.2%
155 EMR EMERSON ELEC CO Industrials 837,412.0 $111.1M 0.16% NEW $132.72 -0.3%
156 TWLO TWILIO INC Communication Services 765,555.0 $108.9M 0.15% NEW $142.24 +36.9%
157 SE SEA LTD Consumer Cyclical 846,627.0 $108.0M 0.15% NEW $127.57 -29.9%
158 BIIB BIOGEN INC Healthcare 610,908.0 $107.5M 0.15% NEW $175.99 +8.1%
159 CB CHUBB LIMITED Financial Services 337,606.0 $105.4M 0.15% NEW $312.12 +4.4%
160 CRWD CROWDSTRIKE HLDGS INC Technology 222,764.0 $104.4M 0.15% NEW $468.76 +27.7%
Page 8 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%