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Boston Partners Portfolio holdings
AUM
$95.5B
1-Year Est. Return
28.4%
This Fund
S&P 500
This Quarter
Est. Return
+8.67%
1 Year Est. Return
+28.4%
3 Year Est. Return
+84.58%
5 Year Est. Return
+116.72%
10 Year Est. Return
+426.49%
AUM
$97.4B
AUM Growth
+$7.35B
(+8.2%)
Cap. Flow
+$1.53B
Cap. Flow
% of AUM
1.58%
Top 10 Holdings %
Top 10 Hldgs %
13.52%
Holding
804
New
97
Increased
321
Reduced
332
Closed
50
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
IQVIA
IQV
|
+$647M |
| 2 |
FedEx
FDX
|
+$457M |
| 3 |
Cummins
CMI
|
+$429M |
| 4 |
NVO
Novo Nordisk
NVO
|
+$326M |
| 5 |
Old Dominion Freight Line
ODFL
|
+$318M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Norfolk Southern
NSC
|
+$1.04B |
| 2 |
Fidelity National Information Services
FIS
|
+$450M |
| 3 |
Oracle
ORCL
|
+$442M |
| 4 |
Oneok
OKE
|
+$385M |
| 5 |
Lam Research
LRCX
|
+$269M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.46% |
| 2 | Technology | 16.64% |
| 3 | Industrials | 14.76% |
| 4 | Consumer Discretionary | 10.69% |
| 5 | Healthcare | 10.5% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
276
Vanguard Total Bond Market
BND
$158B
| – | – |
0
| – | – |
|
277
First Advantage
FA
$3.43B
| $44.1M | 0.05% |
2,875,879
-20,328
| -0.7% | -$337K |
|
|
CVSA
278
Covista Inc
CVSA
$4.09B
| $43.3M | 0.04% |
281,987
-1,454
| -0.5% | -$186K |
|
279
Upwork
UPWK
$1.14B
| $43M | 0.04% |
2,322,575
+2,060,356
| +786% | +$30.7M |
|
280
StoneX
SNEX
$8.85B
| $42.2M | 0.04% |
940,592
+1,309
| +0.1% | +$55.6K |
|
281
Griffon
GFF
$4.28B
| $42.1M | 0.04% |
551,754
-2,677
| -0.5% | -$206K |
|
282
Adeia
ADEA
$2.88B
| $41.6M | 0.04% |
2,479,151
+14,445
| +0.6% | +$214K |
|
283
Match Group
MTCH
$9.05B
| $41.5M | 0.04% |
1,174,715
-102,400
| -8% | -$3.65M |
|
284
Old National Bancorp
ONB
$10.1B
| $41.4M | 0.04% |
1,883,015
-12,258
| -0.6% | -$271K |
|
285
Teradata
TDC
$2.8B
| $40.7M | 0.04% |
1,893,414
+784,749
| +71% | +$16.9M |
|
286
World Kinect Corp
WKC
$2.04B
| $40.6M | 0.04% |
1,568,452
+76,138
| +5% | +$2.05M |
|
287
ABM Industries
ABM
$2.84B
| $39.7M | 0.04% |
861,548
-7,710
| -0.9% | -$366K |
|
288
CarGurus
CARG
$3.15B
| $39.2M | 0.04% |
1,060,374
-48,674
| -4% | -$1.66M |
|
289
Taylor Morrison
TMHC
| $39.1M | 0.04% |
595,583
-1,309
| -0.2% | -$86.2K |
|
|
BKV
290
BKV Corp
BKV
$2.71B
| $38.4M | 0.04% |
1,661,886
+415,585
| +33% | +$9.06M |
|
291
Avnet
AVT
$7.25B
| $38.4M | 0.04% |
735,486
-3,709
| -0.5% | -$200K |
|
292
Methanex
MEOH
$4.19B
| $38.3M | 0.04% |
963,408
+840,831
| +686% | +$29.9M |
|
293
Broadstone Net Lease
BNL
$4.29B
| $38.3M | 0.04% |
2,140,931
+61,680
| +3% | +$1.06M |
|
294
BP
BP
$109B
| $38M | 0.04% |
1,101,479
-67,449
| -6% | -$2.26M |
|
295
Wintrust Financial
WTFC
$10.7B
| $37.8M | 0.04% |
285,707
-30,348
| -10% | -$4.01M |
|
|
SOBO
296
South Bow Corp
SOBO
$7.79B
| $37.7M | 0.04% |
1,330,362
-177,137
| -12% | -$4.82M |
|
297
Hewlett Packard
HPE
$63.8B
| $37M | 0.04% |
1,507,220
-131,181
| -8% | -$2.9M |
|
298
Murphy USA
MUSA
$11.3B
| $36.7M | 0.04% |
94,992
+62,613
| +193% | +$24.8M |
|
|
TPH
299
DELISTED
Tri Pointe Homes
TPH
| $36.4M | 0.04% |
1,071,983
+251,491
| +31% | +$8.56M |
|
300
MYR Group
MYRG
$5.75B
| $35.7M | 0.04% |
171,623
+19,784
| +13% | +$3.69M |
|
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Boston Partners's Q3 2025 Portfolio in Review
As of Q3 2025, Boston Partners held 804 positions worth $97.4B, up 8.2% from $90B the previous quarter. Its ten largest holdings account for 14% of the portfolio.
Boston Partners's Q3 2025 filing shows 97 new, 321 increased, 332 reduced and 50 closed positions. Its largest new stake was IQVIA: 3,556,708 shares worth $677M. The largest sale was Norfolk Southern, an estimated $1.04B.
By sector, the portfolio is most concentrated in Financials at 20% of assets, down from 21% a quarter earlier, followed by Technology and Industrials.
- Boston Partners's largest Q3 2025 buy was IQVIA: 3,556,708 shares worth $677M.
- Boston Partners added most to Amazon in Q3 2025, an estimated $249M increase.
- Boston Partners's biggest Q3 2025 reduction was Norfolk Southern, cutting an estimated $1.04B.
- Boston Partners fully exited Fortive in Q3 2025, selling an estimated $206M.
- Boston Partners's ten largest holdings make up 14% of its $97.4B portfolio in Q3 2025.
- Boston Partners opened 97 new positions and closed 50 in Q3 2025.
- Boston Partners's portfolio value rose 8.2% quarter-over-quarter to $97.4B.
Based on Boston Partners's 13F filing for Q3 2025, filed 13 Nov 2025.