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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 | |
|---|---|---|---|---|---|---|
376
Photronics
PLAB
$1.64B
| $19.3M | 0.02% |
837,442
+10,724
| +1% | +$229K |
|
377
WSFS Financial
WSFS
$4.17B
| $18.9M | 0.02% |
350,758
+431
| +0.1% | +$24.3K |
|
|
VRNT
378
DELISTED
Verint Systems
VRNT
| $18.8M | 0.02% |
928,353
-82,871
| -8% | -$1.71M |
|
379
Stagwell
STGW
$1.95B
| $18.4M | 0.02% |
3,276,036
+2,184
| +0.1% | +$11.6K |
|
380
8x8 Inc
EGHT
$262M
| $18.2M | 0.02% |
8,582,614
+625,479
| +8% | +$1.26M |
|
381
Hudbay
HBM
$9.38B
| $18.1M | 0.02% |
856,829
-1,235,119
| -59% | -$14.1M |
|
382
Evertec
EVTC
$1.92B
| $17.7M | 0.02% |
526,864
+163,398
| +45% | +$5.7M |
|
383
Credicorp
BAP
$30.8B
| $17.3M | 0.02% |
64,940
+54,792
| +540% | +$13.6M |
|
384
Broadcom
AVGO
$1.77T
| $17.3M | 0.02% |
52,375
+2,077
| +4% | +$637K |
|
385
Expro Ltd
XPRO
$1.72B
| $17.1M | 0.02% |
1,435,293
+92,888
| +7% | +$1.01M |
|
386
KRONOS Worldwide
KRO
$706M
| $16.9M | 0.02% |
2,948,114
+426,662
| +17% | +$2.58M |
|
387
Tower Semiconductor
TSEM
$23B
| $16.9M | 0.02% |
233,359
-95,320
| -29% | -$5.21M |
|
|
HTBK
388
DELISTED
Heritage Commerce
HTBK
| $16.6M | 0.02% |
1,676,777
+574,070
| +52% | +$5.77M |
|
389
Peapack-Gladstone Financial
PGC
$829M
| $16.1M | 0.02% |
582,882
-193,613
| -25% | -$5.43M |
|
390
Perella Weinberg Partners
PWP
$1.16B
| $16.1M | 0.02% |
755,609
+169,190
| +29% | +$3.62M |
|
391
Twilio
TWLO
$29.1B
| $16M | 0.02% |
159,726
+2,836
| +2% | +$319K |
|
392
Installed Building Products
IBP
$6.28B
| $16M | 0.02% |
64,764
-79,153
| -55% | -$18.8M |
|
|
RWT
393
Redwood Trust
RWT
$577M
| $15.9M | 0.02% |
2,748,557
-2,333
| -0.1% | -$13.9K |
|
|
PAL
394
Proficient Auto Logistics
PAL
$196M
| $15.8M | 0.02% |
2,288,113
+147,101
| +7% | +$1.08M |
|
395
Benchmark Electronics
BHE
$2.69B
| $15.6M | 0.02% |
406,229
-2,184
| -0.5% | -$86.4K |
|
396
Golub Capital BDC
GBDC
$3.38B
| $15.6M | 0.02% |
1,139,040
+2,327
| +0.2% | +$34.3K |
|
|
PMT
397
PennyMac Mortgage Investment
PMT
$847M
| $15.4M | 0.02% |
1,251,764
+2,006
| +0.2% | +$24.8K |
|
398
Newmark Group
NMRK
$2.87B
| $15.4M | 0.02% |
823,378
-1,389,532
| -63% | -$22.6M |
|
399
Employers Holdings
EIG
$924M
| $15M | 0.02% |
353,824
-1,217
| -0.3% | -$53K |
|
400
Aecom
ACM
$9.29B
| $14.9M | 0.02% |
114,113
-1,480
| -1% | -$179K |
|
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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.