We are live on
!
Find out more
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 | |
|---|---|---|---|---|---|---|
351
Robert Half
RHI
$4.04B
| $24.9M | 0.03% |
732,555
-63,091
| -8% | -$2.37M |
|
352
Addus HomeCare
ADUS
$2.23B
| $24.7M | 0.03% |
210,812
+79
| +0% | +$8.86K |
|
353
OSI Systems
OSIS
$3.64B
| $24.5M | 0.03% |
98,095
-157
| -0.2% | -$35.8K |
|
|
AII
354
American Integrity Insurance
AII
$384M
| $24.3M | 0.03% |
1,089,780
+741,002
| +212% | +$14.1M |
|
355
Pediatrix Medical
MD
$2.21B
| $24.1M | 0.02% |
1,427,953
+8,335
| +0.6% | +$125K |
|
356
Holley
HLLY
$336M
| $24M | 0.02% |
7,652,545
+2,845,009
| +59% | +$8.48M |
|
357
Grocery Outlet
GO
$902M
| $23.5M | 0.02% |
1,462,633
+1,005,126
| +220% | +$16.1M |
|
358
Euronet Worldwide
EEFT
$3.15B
| $23.5M | 0.02% |
+267,433
| New | +$25.6M |
|
359
BrightView Holdings
BV
$1.3B
| $23.3M | 0.02% |
1,742,201
-337,286
| -16% | -$5.01M |
|
360
Home BancShares
HOMB
$6.31B
| $22.3M | 0.02% |
788,058
-3,882
| -0.5% | -$113K |
|
361
PTC Therapeutics
PTCT
$6.25B
| $22.2M | 0.02% |
+361,664
| New | +$18.8M |
|
362
Matthews International
MATW
$900M
| $22.1M | 0.02% |
911,452
-51,347
| -5% | -$1.26M |
|
363
Starwood Property Trust
STWD
$6.18B
| $22.1M | 0.02% |
1,141,268
+38,421
| +3% | +$774K |
|
364
Cousins Properties
CUZ
$5.22B
| $22M | 0.02% |
767,963
-3,788
| -0.5% | -$108K |
|
365
Alpha and Omega Semiconductor
AOSL
$863M
| $22M | 0.02% |
786,630
-322,747
| -29% | -$8.96M |
|
366
Regal Rexnord
RRX
$13.5B
| $21.4M | 0.02% |
+152,653
| New | +$22.5M |
|
367
First Industrial Realty Trust
FR
$8.77B
| $20.8M | 0.02% |
403,549
-2,022
| -0.5% | -$102K |
|
368
Harmony Biosciences
HRMY
$2.07B
| $20.7M | 0.02% |
753,952
+148,457
| +25% | +$5.11M |
|
369
LegalZoom.com
LZ
$1.39B
| $20.7M | 0.02% |
+2,001,986
| New | +$20M |
|
370
Byline Bancorp
BY
$1.78B
| $20.3M | 0.02% |
732,805
+341
| +0% | +$9.51K |
|
371
Jones Lang LaSalle
JLL
$15.9B
| $20.1M | 0.02% |
67,437
+19,804
| +42% | +$5.66M |
|
|
JDVL
372
John Hancock Disciplined Value Select ETF
JDVL
$860M
| $20M | 0.02% |
+754,093
| New | +$19.5M |
|
373
SharkNinja
SN
$22.6B
| $20M | 0.02% |
193,524
-2,922
| -1% | -$334K |
|
374
Tidewater
TDW
$3.71B
| $19.6M | 0.02% |
368,036
+84,360
| +30% | +$4.62M |
|
|
DENN
375
DELISTED
Denny's
DENN
| $19.5M | 0.02% |
3,722,493
-228,694
| -6% | -$1.01M |
|
Similar funds
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.