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Boston Partners

Boston Partners Portfolio holdings

AUM $113B
1-Year Est. Return 38.87%
This Fund
S&P 500
This Quarter Est. Return
+4.08%
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
$95.5B
AUM Growth
-$1.12B
Cap. Flow
-$1.59B
Cap. Flow %
-1.66%
Top 10 Hldgs %
13.57%
Holding
857
New
106
Increased
293
Reduced
358
Closed
90

Top Buys

Rank Stock Value
1
BKNG icon
Booking.com
BKNG
+$836M
2
MRVL icon
Marvell Technology
MRVL
+$518M
3
V icon
Visa
V
+$461M
4
NVDA icon
NVIDIA
NVDA
+$307M
5
MKC icon
McCormick & Company Non-Voting
MKC
+$281M

Top Sells

Rank Stock Value
1
UNH icon
UnitedHealth
UNH
+$483M
2
MDT icon
Medtronic
MDT
+$451M
3
AZO icon
AutoZone
AZO
+$361M
4
CG icon
Carlyle Group
CG
+$327M
5
KEYS icon
Keysight
KEYS
+$306M

Sector Composition

Rank Sector Weight
1 Financials 19.21%
2 Technology 16.01%
3 Industrials 14.55%
4 Healthcare 11.39%
5 Consumer Discretionary 9.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACM icon
426
Aecom
ACM
$9.63B
$10.1M 0.01%
119,276
-10,431
-8% -$989K
FHN icon
427
First Horizon
FHN
$12.4B
$9.77M 0.01%
429,083
+96,241
+29% +$2.3M
CSV icon
428
Carriage Services
CSV
$657M
$9.54M 0.01%
208,850
-34,899
-14% -$1.52M
AVGO icon
429
Broadcom
AVGO
$1.99T
$9.46M 0.01%
29,320
+511
+2% +$168K
UHS icon
430
Universal Health Services
UHS
$10.4B
$9.33M 0.01%
52,138
-5,740
-10% -$1.18M
BBY icon
431
Best Buy
BBY
$17.8B
$9.28M 0.01%
144,502
+126,989
+725% +$8.34M
CCK icon
432
Crown Holdings
CCK
$13.3B
$9.15M 0.01%
91,257
-12,477
-12% -$1.33M
ALGN icon
433
Align Technology
ALGN
$12.5B
$9.11M 0.01%
53,144
+3,919
+8% +$686K
AIZ icon
434
Assurant
AIZ
$14.9B
$8.92M 0.01%
40,939
-4,588
-10% -$1.05M
LAD icon
435
Lithia Motors
LAD
$8.1B
$8.89M 0.01%
35,618
-5,141
-13% -$1.53M
GFI icon
436
Gold Fields
GFI
$33.4B
$8.65M 0.01%
190,631
– –
SMFG icon
437
Sumitomo Mitsui Financial
SMFG
$161B
$8.65M 0.01%
437,159
-46,402
-10% -$975K
SPY icon
438
State Street SPDR S&P 500 ETF Trust
SPY
$819B
$8.54M 0.01%
13,638
+375
+3% +$255K
TLN
439
Talen Energy Corp
TLN
$15.8B
$8.49M 0.01%
26,590
-1,514
-5% -$534K
NVS icon
440
Novartis
NVS
$294B
$8.43M 0.01%
55,173
+7,869
+17% +$1.21M
GBDC icon
441
Golub Capital BDC
GBDC
$3.34B
$8.4M 0.01%
662,847
-415,844
-39% -$5.33M
AA icon
442
Alcoa
AA
$12.6B
$8.01M 0.01%
120,810
+43,971
+57% +$2.7M
FFIV icon
443
F5
FFIV
$23.4B
$7.92M 0.01%
+27,382
New +$7.59M
IEX icon
444
IDEX
IEX
$17.5B
$7.79M 0.01%
+41,102
New +$8.11M
CVS icon
445
CVS Health
CVS
$126B
$7.75M 0.01%
107,973
-13,228
-11% -$1.02M
IBEX icon
446
IBEX
IBEX
$487M
$7.7M 0.01%
287,065
+12,019
+4% +$389K
KB icon
447
KB Financial Group
KB
$42.4B
$7.53M 0.01%
75,481
-24,181
-24% -$2.43M
IBM icon
448
IBM
IBM
$222B
$7.51M 0.01%
+30,994
New +$8.39M
ARMK icon
449
Aramark
ARMK
$15B
$7.47M 0.01%
184,157
-23,253
-11% -$922K
BWA icon
450
BorgWarner
BWA
$13.7B
$7.47M 0.01%
+137,583
New +$7.25M
16 17
18
19 20

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Boston Partners's Q1 2026 Portfolio in Review

As of Q1 2026, Boston Partners held 857 positions worth $95.5B, down 1.2% from $96.6B the previous quarter. Its ten largest holdings account for 14% of the portfolio.

Boston Partners's Q1 2026 filing shows 106 new, 293 increased, 358 reduced and 90 closed positions. Its largest new stake was Marvell Technology: 6,165,682 shares worth $613M. The largest sale was UnitedHealth, an estimated $483M.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 21% a quarter earlier, followed by Technology and Industrials.

  • Boston Partners's largest Q1 2026 buy was Marvell Technology: 6,165,682 shares worth $613M.
  • Boston Partners added most to Booking.com in Q1 2026, an estimated $836M increase.
  • Boston Partners's biggest Q1 2026 reduction was UnitedHealth, cutting an estimated $483M.
  • Boston Partners fully exited Carlyle Group in Q1 2026, selling an estimated $327M.
  • Boston Partners's ten largest holdings make up 14% of its $95.5B portfolio in Q1 2026.
  • Boston Partners opened 106 new positions and closed 90 in Q1 2026.
  • Boston Partners's portfolio value fell 1.2% quarter-over-quarter to $95.5B.

Based on Boston Partners's 13F filing for Q1 2026, filed 11 May 2026.