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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 | |
|---|---|---|---|---|---|---|
426
Unum
UNM
$14B
| $9.27M | 0.01% |
119,141
-1,998
| -2% | -$150K |
|
427
TPG
TPG
$6.89B
| $9.11M | 0.01% |
158,612
-2,677
| -2% | -$158K |
|
428
Aramark
ARMK
$15.1B
| $8.9M | 0.01% |
+231,672
| New | +$9.38M |
|
429
Salesforce
CRM
$149B
| $8.89M | 0.01% |
37,489
+755
| +2% | +$190K |
|
430
Sumitomo Mitsui Financial
SMFG
$162B
| $8.66M | 0.01% |
518,013
+99,623
| +24% | +$1.6M |
|
431
Jefferies Financial Group
JEF
$13B
| $8.49M | 0.01% |
129,861
-11,572
| -8% | -$706K |
|
432
State Street SPDR S&P 500 ETF Trust
SPY
$781B
| $8.38M | 0.01% |
+13,160
| New | +$8.44M |
|
433
First Horizon
FHN
$12.2B
| $8.29M | 0.01% |
366,449
-5,262
| -1% | -$117K |
|
434
AGNC Investment
AGNC
$12.7B
| $7.96M | 0.01% |
813,056
-16,163
| -2% | -$157K |
|
|
BELFB
435
Bel Fuse Inc Class B
BELFB
$3.57B
| $7.86M | 0.01% |
55,732
+4,425
| +9% | +$564K |
|
|
NESR
436
National Energy Services Reunited Corp
NESR
$2.56B
| $7.84M | 0.01% |
764,293
+597,348
| +358% | +$4.78M |
|
437
NatWest
NWG
$70.4B
| $7.83M | 0.01% |
552,070
+91,985
| +20% | +$1.3M |
|
|
GAP
438
The Gap Inc
GAP
$7.28B
| $7.69M | 0.01% |
359,357
-17,835
| -5% | -$386K |
|
439
Mesa Laboratories
MLAB
$544M
| $7.66M | 0.01% |
114,357
+108,936
| +2,010% | +$7.84M |
|
440
Kyndryl
KD
$2.94B
| $7.62M | 0.01% |
253,678
+45,248
| +22% | +$1.55M |
|
441
Stewart Information Services
STC
$2.06B
| $7.22M | 0.01% |
98,511
+25,835
| +36% | +$1.78M |
|
442
TAT Technologies
TATT
$545M
| $7.09M | 0.01% |
160,988
-271,260
| -63% | -$9.62M |
|
443
Pinnacle Financial Partners Inc
PNFP
$16B
| $7.05M | 0.01% |
75,186
-1,444
| -2% | -$144K |
|
444
CVS Health
CVS
$138B
| $7.02M | 0.01% |
104,491
+56,296
| +117% | +$3.86M |
|
445
Novartis
NVS
$304B
| $7.01M | 0.01% |
54,543
+1,813
| +3% | +$221K |
|
446
TSMC
TSM
$2T
| $6.97M | 0.01% |
24,951
+276
| +1% | +$67.5K |
|
447
CRA International
CRAI
$1.17B
| $6.88M | 0.01% |
33,001
+2,601
| +9% | +$499K |
|
448
Brixmor Property Group
BRX
$9.93B
| $6.4M | 0.01% |
231,100
-528,638
| -70% | -$14.1M |
|
449
ING
ING
$94.6B
| $6.39M | 0.01% |
245,970
+44,892
| +22% | +$1.08M |
|
450
A.O. Smith
AOS
$8.81B
| $6.32M | 0.01% |
86,107
-15
| -0% | -$1.07K |
|
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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.