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Boston Partners Portfolio holdings
AUM
$113B
1-Year Est. Return
38.87%
This Fund
S&P 500
This Quarter
Est. Return
+3%
1 Year Est. Return
+38.87%
3 Year Est. Return
+108.29%
5 Year Est. Return
+142.95%
10 Year Est. Return
+524.93%
AUM
$96.6B
AUM Growth
-$813M
(-0.83%)
Cap. Flow
-$2.51B
Cap. Flow
% of AUM
-2.6%
Top 10 Holdings %
Top 10 Hldgs %
13.1%
Holding
822
New
68
Increased
222
Reduced
455
Closed
69
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Meta Platforms (Facebook)
META
|
+$743M |
| 2 |
Gilead Sciences
GILD
|
+$513M |
| 3 |
Labcorp
LH
|
+$508M |
| 4 |
Cigna
CI
|
+$348M |
| 5 |
EPAM Systems
EPAM
|
+$304M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Alphabet (Google) Class A
GOOGL
|
+$837M |
| 2 |
Flex
FLEX
|
+$428M |
| 3 |
Micron Technology
MU
|
+$407M |
| 4 |
Fidelity National Information Services
FIS
|
+$322M |
| 5 |
DuPont de Nemours
DD
|
+$286M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.9% |
| 2 | Technology | 15.16% |
| 3 | Industrials | 14.83% |
| 4 | Healthcare | 12.72% |
| 5 | Consumer Discretionary | 10.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
251
Teleflex
TFX
$5.82B
| $58.4M | 0.06% |
478,644
-134,254
| -22% | -$16.3M |
|
252
Upwork
UPWK
$1.08B
| $58.3M | 0.06% |
2,932,835
+610,260
| +26% | +$11.2M |
|
253
Teradata
TDC
$2.57B
| $57.6M | 0.06% |
1,890,862
-2,552
| -0.1% | -$66.8K |
|
254
StoneX
SNEX
$8.05B
| $57.1M | 0.06% |
1,333,429
+392,837
| +42% | +$16.5M |
|
255
Grand Canyon Education
LOPE
$3.79B
| $56.9M | 0.06% |
339,758
+80,704
| +31% | +$14.6M |
|
256
Shell
SHEL
$248B
| $56.7M | 0.06% |
771,074
-44,560
| -5% | -$3.28M |
|
|
BKV
257
BKV Corp
BKV
$2.84B
| $56.1M | 0.06% |
2,066,605
+404,719
| +24% | +$10.2M |
|
258
Middleby
MIDD
$5.29B
| $54.1M | 0.06% |
363,378
-18,425
| -5% | -$2.42M |
|
259
Webster Financial
WBS
$12.8B
| $53.7M | 0.06% |
852,648
+91,076
| +12% | +$5.41M |
|
260
Primoris Services
PRIM
$4.35B
| $53.5M | 0.06% |
420,475
-143,459
| -25% | -$18.7M |
|
261
Zimmer Biomet
ZBH
$19B
| $53.2M | 0.06% |
592,236
-30,069
| -5% | -$2.85M |
|
262
Nice
NICE
$6.17B
| $53.2M | 0.06% |
470,554
-25,033
| -5% | -$3.02M |
|
263
Elevance Health
ELV
$86.4B
| $51.9M | 0.05% |
147,809
-7,473
| -5% | -$2.53M |
|
264
CarGurus
CARG
$3.38B
| $51.8M | 0.05% |
1,360,766
+300,392
| +28% | +$10.8M |
|
265
Viper Energy
VNOM
$14.8B
| $51.5M | 0.05% |
1,339,050
-1,146,345
| -46% | -$43.4M |
|
266
Halliburton
HAL
$27.4B
| $51.5M | 0.05% |
1,837,390
-75,813
| -4% | -$2M |
|
267
Prosperity Bancshares
PB
$8.97B
| $50.9M | 0.05% |
735,833
+33,838
| +5% | +$2.28M |
|
268
Driven Brands
DRVN
$2.12B
| $50.8M | 0.05% |
3,426,388
+3,181,812
| +1,301% | +$47.3M |
|
|
269
Fidelity National Information Services
FIS
$22.8B
| $50.4M | 0.05% |
759,046
-4,891,056
| -87% | -$322M |
|
270
ExxonMobil
XOM
$652B
| $50.1M | 0.05% |
416,421
-35,681
| -8% | -$4.14M |
|
271
Global Payments
GPN
$25.1B
| $50.1M | 0.05% |
646,886
-32,813
| -5% | -$2.64M |
|
272
Group 1 Automotive
GPI
$3.14B
| $48.7M | 0.05% |
123,531
+9,828
| +9% | +$4.03M |
|
273
Methanex
MEOH
$4.19B
| $48.6M | 0.05% |
1,196,227
+232,819
| +24% | +$8.66M |
|
274
AXIS Capital
AXS
$7.3B
| $48.3M | 0.05% |
457,716
-29,544
| -6% | -$2.93M |
|
275
Option Care Health
OPCH
$3.61B
| $46.8M | 0.05% |
1,451,106
+252,798
| +21% | +$7.42M |
|
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Boston Partners's Q4 2025 Portfolio in Review
As of Q4 2025, Boston Partners held 822 positions worth $96.6B, down 0.83% from $97.4B the previous quarter. Its ten largest holdings account for 13% of the portfolio.
Boston Partners's Q4 2025 filing shows 68 new, 222 increased, 455 reduced and 69 closed positions. Its largest new stake was Meta Platforms (Facebook): 1,113,139 shares worth $733M. The largest sale was Alphabet (Google) Class A, an estimated $837M.
By sector, the portfolio is most concentrated in Financials at 21% of assets, up from 20% a quarter earlier, followed by Technology and Industrials.
- Boston Partners's largest Q4 2025 buy was Meta Platforms (Facebook): 1,113,139 shares worth $733M.
- Boston Partners added most to Cigna in Q4 2025, an estimated $348M increase.
- Boston Partners's biggest Q4 2025 reduction was Alphabet (Google) Class A, cutting an estimated $837M.
- Boston Partners fully exited Harley-Davidson in Q4 2025, selling an estimated $112M.
- Boston Partners's ten largest holdings make up 13% of its $96.6B portfolio in Q4 2025.
- Boston Partners opened 68 new positions and closed 69 in Q4 2025.
- Boston Partners's portfolio value fell 0.83% quarter-over-quarter to $96.6B.
Based on Boston Partners's 13F filing for Q4 2025, filed 13 Feb 2026.