Fund Holdings — Robeco Institutional Asset Management B.V.

Total Portfolio Value
$70.16B
Total Bought
$9.81B
Total Sold
$9.03B
Net Transaction
+$777.51M
Filing Period:
Securities
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SharesValue ($K)
Q4 2025
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Q1 2026
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Change
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Q4 2025
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Q1 2026
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Weight (%)
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Change
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SLB LIMITED(SLB)337,4937,418,537+7,081,04412,953381,2390.54%+368,286
VERTIV HOLDINGS CO(VRT)1,192,3342,058,028+865,694193,170515,7010.74%+322,531
CHENIERE ENERGY INC(LNG)1,107,0141,747,973+640,959215,192496,0050.71%+280,812
PETROLEO BRASILEIRO S A
SP ADR NON VTG
27,254,87431,027,467+3,772,593307,162581,7650.83%+274,603
APPLIED MATLS INC1,474,0921,757,378+283,286378,827600,6540.86%+221,827
LOWES COS INC(LOW)534,0561,471,788+937,732128,793347,7540.50%+218,961
VALE S A20,809,30227,561,997+6,752,695271,145438,5110.63%+167,366
BOOZ ALLEN HAMILTON HLDG COR8,3141,986,633+1,978,319701155,0170.22%+154,316
DOLLAR GEN CORP(DG)1,699,8713,162,516+1,462,645225,692375,4860.54%+149,794
COCA COLA CO(KO)955,2842,817,400+1,862,11666,784214,2630.31%+147,479
MARRIOTT INTL INC NEW(MAR)6,284436,306+430,0221,950142,7030.20%+140,753
MICRON TECHNOLOGY INC(MU)696,444972,166+275,722198,772328,4370.47%+129,664
EXXON MOBIL CORP1,508,5821,779,562+270,980181,543301,9200.43%+120,378
COLGATE PALMOLIVE CO(CL)1,512,7982,749,304+1,236,506119,541234,3230.33%+114,782
NORTHERN TR CORP(NTRS)632,7531,440,739+807,98686,428201,0840.29%+114,656
TAL ED GROUP(TAL)820,51710,750,078+9,929,5618,952122,2280.17%+113,277
FORTIVE CORP(FTV)866,2772,865,791+1,999,51447,827158,4210.23%+110,594
SYNOPSYS INC(SNPS)170,487459,234+288,74780,081182,0770.26%+101,996
ROSS STORES INC(ROST)108,944535,794+426,85019,625116,0690.17%+96,444
JOHNSON & JOHNSON(JNJ)1,580,9621,721,249+140,287327,180420,7420.60%+93,562
HALLIBURTON CO(HAL)1,068,4093,137,407+2,068,99830,193122,3270.17%+92,134
CIENA CORP(CIEN)52,173267,943+215,77012,202104,0240.15%+91,822
PETROLEO BRASILEIRO S A(PBR)6,013,1977,831,368+1,818,17171,256162,5010.23%+91,244
FEDEX CORP(FDX)95,489332,282+236,79327,583118,3520.17%+90,769
CUMMINS INC(CMI)307,416456,120+148,704156,921245,4020.35%+88,481
GE VERNOVA INC(GEV)464,709448,851-15,858303,720391,8020.56%+88,082
AMERIPRISE FINL INC(AMP)352,115579,799+227,684172,656257,6630.37%+85,007
KLA CORP(KLAC)298,069303,514+5,445362,178446,8970.64%+84,719
TELEFONICA BRASIL SA(VIV)17,145,56417,711,404+565,840203,346281,7880.40%+78,442
AUTODESK INC532,504982,304+449,800157,627235,1640.34%+77,537
CEMEX SA EURO MTN BE 144A(CX)12,328,80618,999,445+6,670,639141,658217,3540.31%+75,696
VALERO ENERGY CORP(VLO)565,171676,720+111,54992,004167,2040.24%+75,200
COMPANIA DE MINAS BUENAVENTU(BVN)2,979,7574,364,301+1,384,54482,927157,2890.22%+74,363
BANK NEW YORK MELLON CORP2,483,2403,039,227+555,987288,279360,5440.51%+72,264
DECKERS OUTDOOR CORP(DECK)1,228,4581,988,489+760,031127,354199,0280.28%+71,674
LAM RESEARCH CORP(LRCX)2,161,9752,060,775-101,200370,087440,3050.63%+70,218
ANALOG DEVICES INC(ADI)1,302,4061,326,477+24,071353,213422,0050.60%+68,793
PEPSICO INC(PEP)633,9781,022,850+388,87290,989158,8380.23%+67,850
REGENERON PHARMACEUTICALS(REGN)261,850348,787+86,937202,114269,4870.38%+67,373
PFIZER INC(PFE)9,870,64311,138,434+1,267,791245,779312,7670.45%+66,988
BAKER HUGHES COMPANY(BKR)1,148,8971,954,109+805,21252,321119,2980.17%+66,978
NETFLIX INC.(NFLX)2,415,2463,051,444+636,198226,453293,3960.42%+66,943
ADVANCED MICRO DEVICES INC(AMD)553,699911,582+357,883118,580185,4430.26%+66,863
CATERPILLAR INC(CAT)45,896130,991+85,09526,29292,8020.13%+66,509
DUPONT DE NEMOURS INC(DD)179,8381,608,768+1,428,9307,22973,6820.11%+66,452
ALLSTATE CORP(ALL)869,1391,185,567+316,428180,911245,8150.35%+64,904
DANAHER CORP DEL(DHR)674,3731,152,606+478,233154,377218,5340.31%+64,157
PALO ALTO NETWORKS INC(PANW)707,8821,184,476+476,594130,392189,8950.27%+59,503
COSTCO WHOLESALE CORPORATION(COST)269,502291,006+21,504232,402289,9670.41%+57,565
TRIP COM GROUP LTD(TCOM)1,022,0092,611,584+1,589,57573,493130,0310.19%+56,538
PINTEREST INC(PINS)403,0333,638,267+3,235,23410,43566,7260.10%+56,291
SOCIEDAD QUIMICA Y MINERA DE(SQM)62,615741,545+678,9304,30860,0210.09%+55,713
CISCO SYS INC(CSCO)5,747,7836,415,886+668,103442,752497,8090.71%+55,057
NEXTERA ENERGY INC(NEE)241,201784,537+543,33619,36472,8680.10%+53,504
DR REDDYS LABS LTD(RDY)13,154,52417,177,882+4,023,358184,690237,9140.34%+53,224
PDD HOLDINGS INC(PDD)1,785,9362,492,893+706,957202,507254,7240.36%+52,217
LATAM AIRLINES GROUP SA(LTM)1,018,2182,124,452+1,106,23454,994105,0330.15%+50,039
MARSH & MCLENNAN COS INC(MRSH)299,266605,301+306,03555,520104,9890.15%+49,470
MARATHON PETE CORP(MPC)234,430352,477+118,04738,12586,0680.12%+47,942
BRISTOL-MYERS SQUIBB CO(BMY)6,704,8076,733,740+28,933361,657408,4010.58%+46,744
INTERCONTINENTAL EXCHANGE IN(ICE)1,212,6831,541,264+328,581196,406242,4100.35%+46,004
CBOE GLOBAL MKTS INC(CBOE)453,753561,709+107,956113,892157,8800.23%+43,988
SOUTHERN COPPER CORP(SCCO)214,426423,046+208,62030,76472,7890.10%+42,026
AMGEN INC(AMGN)481,453566,919+85,466157,584199,4700.28%+41,886
MCKESSON CORP(MCK)432,578458,244+25,666354,839396,5460.57%+41,707
ROCKWELL AUTOMATION INC(ROK)469,004621,257+152,253182,475222,9570.32%+40,481
TE CONNECTIVITY PLC(TEL)1,530,4141,858,292+327,878348,184388,4200.55%+40,236
MSCI INC(MSCI)206,083293,789+87,706118,236158,3550.23%+40,119
WALMART INC(WMT)2,987,5562,996,022+8,466332,844372,3460.53%+39,502
VERIZON COMMUNICATIONS INC(VZ)5,848,5995,529,771-318,828238,213277,5950.40%+39,381
FOMENTO ECONOMICO MEXICANO S(FMX)771,0271,053,165+282,13877,928116,9650.17%+39,037
ITAU UNIBANCO HLDG S A(ITUB)58,581,15054,692,228-3,888,922419,441458,3210.65%+38,880
TIM S A(TIMB)3,468,9784,005,801+536,82367,472106,1140.15%+38,642
CREDICORP LTD(BAP)393,752445,633+51,881113,007151,1500.22%+38,143
ARCHER DANIELS MIDLAND CO759,3331,123,494+364,16143,65481,6670.12%+38,013
NETAPP INC(NTAP)257,387635,352+377,96527,56465,0540.09%+37,490
AT&T INC(T)13,777,07313,094,386-682,687342,222379,6060.54%+37,384
GENERAL MTRS CO(GM)3,097,0193,881,161+784,142251,850289,1470.41%+37,297
RENAISSANCERE HLDGS LTD(RNR)195,975305,926+109,95155,10090,9300.13%+35,830
US BANCORP(USB)1,598,2562,328,277+730,02185,283121,0940.17%+35,811
UNITED RENTALS INC(URI)196,688267,084+70,396159,184194,5870.28%+35,403
MOODYS CORP(MCO)168,023276,525+108,50285,835120,6340.17%+34,799
PROLOGIS INC.(PLD)561,115804,556+243,44171,632106,3460.15%+34,714
BERKSHIRE HATHAWAY INC DEL047+47033,7530.05%+33,753
TERADYNE INC(TER)15,141121,314+106,1732,93135,9650.05%+33,034
BIOGEN INC(BIIB)610,908763,174+152,266107,514139,9130.20%+32,399
CONSOLIDATED EDISON INC(ED)1,453,7611,561,608+107,847144,388176,7430.25%+32,355
BUNGE GLOBAL SA(BG)37,440278,731+241,2913,33535,4550.05%+32,119
STATE STR CORP(STT)866,6201,135,396+268,776111,803143,6960.20%+31,893
MONSTER BEVERAGE CORP NEW(MNST)2,327,6262,897,988+570,362178,459209,9880.30%+31,529
JABIL INC(JBL)1,247,9731,187,268-60,705284,563315,3740.45%+30,811
CARDINAL HEALTH INC(CAH)891,2951,011,356+120,061183,161213,7100.30%+30,548
JD.COM INC(JD)4,441,0955,316,847+875,752127,459157,2190.22%+29,760
WESTERN DIGITAL CORP(WDC)1,376,751984,685-392,066237,173266,3470.38%+29,175
AMERICA MOVIL SAB DE CV(AMX)8,376,9187,937,265-439,653173,151202,2420.29%+29,091
APTIV PLC(APTV)910,6561,414,383+503,72769,29298,2150.14%+28,923
EMERSON ELEC CO(EMR)837,4121,068,844+231,432111,141140,0400.20%+28,899
SK TELECOM CO LTD(SKM)2,462,7692,693,373+230,60450,56178,8890.11%+28,328
EXELON CORP(EXC)3,121,5863,346,505+224,919136,070164,0460.23%+27,976
AMRIZE LTD(AMRZ)48,718540,835+492,1172,63530,2980.04%+27,663
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Robeco Institutional Asset Management B.V. — 13F Holdings — Q1 2026 | TickerTrail