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Boston Partners Portfolio holdings
AUM
$113B
1-Year Est. Return
38.87%
This Fund
S&P 500
This Quarter
Est. Return
+19.19%
1 Year Est. Return
+38.87%
3 Year Est. Return
+108.29%
5 Year Est. Return
+142.95%
10 Year Est. Return
+500.61%
AUM
$113B
AUM Growth
+$17.1B
(+18%)
Cap. Flow
+$4.49B
Cap. Flow
% of AUM
3.99%
Top 10 Holdings %
Top 10 Hldgs %
15.54%
Holding
864
New
97
Increased
407
Reduced
285
Closed
63
Avg Time Held
12.8
quarters
Top 10 Avg Time Held
4.9
quarters
Top 20 Avg Time Held
4.7
quarters
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Amazon
AMZN
|
+$1.86B |
| 2 |
Southern Company
SO
|
+$577M |
| 3 |
Tapestry
TPR
|
+$509M |
| 4 |
NVIDIA
NVDA
|
+$473M |
| 5 |
CRH
CRH
|
+$430M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Micron Technology
MU
|
+$1.2B |
| 2 |
Marvell Technology
MRVL
|
+$885M |
| 3 |
Keysight
KEYS
|
+$847M |
| 4 |
Booking.com
BKNG
|
+$564M |
| 5 |
Flex
FLEX
|
+$531M |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 19.29% |
| 2 | Technology | 17.47% |
| 3 | Industrials | 14.15% |
| 4 | Healthcare | 11.96% |
| 5 | Consumer Discretionary | 10.18% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
501
Nature's Sunshine
NATR
$224M
| $5.73M | 0.01% |
262,663
+42,470
| +19% | +$991K |
2025 Q4
2 quarters
|
|
502
STMicroelectronics
STM
$45.2B
| $5.68M | 0.01% |
75,855
-72,652
| -49% | -$4.37M |
2026 Q1
1 quarter
|
|
503
South Plains Financial
SPFI
$805M
| $5.45M | ﹤0.01% |
126,401
+20,676
| +20% | +$863K |
2026 Q1
1 quarter
|
|
504
Thermo Fisher Scientific
TMO
$245B
| $5.43M | ﹤0.01% |
10,819
+3,306
| +44% | +$1.59M |
2025 Q4
2 quarters
|
|
505
Popular Inc
BPOP
$9.98B
| $5.4M | ﹤0.01% |
32,887
+1,372
| +4% | +$207K |
2014 Q1
49 quarters
|
|
506
Nexstar Media Group
NXST
$4.95B
| $5.32M | ﹤0.01% |
30,053
+14,597
| +94% | +$2.73M |
2025 Q3
3 quarters
|
|
507
CNO Financial Group
CNO
$4.92B
| $5.14M | ﹤0.01% |
100,732
-4,862
| -5% | -$226K |
2025 Q1
5 quarters
|
|
508
Berkshire Hathaway Class B
BRK.B
$1.11T
| $5.11M | ﹤0.01% |
10,219
+1,031
| +11% | +$496K |
2013 Q2
52 quarters
|
|
509
CTO Realty Growth
CTO
$778M
| $5.04M | ﹤0.01% |
234,314
+32,879
| +16% | +$666K |
2017 Q4
34 quarters
|
|
510
Rio Tinto
RIO
$153B
| $4.93M | ﹤0.01% |
52,025
-5,228
| -9% | -$530K |
2025 Q3
3 quarters
|
|
|
MRX
511
Marex Group Limited Ordinary Shares
MRX
$5.2B
| $4.89M | ﹤0.01% |
80,278
+15,168
| +23% | +$835K |
2025 Q4
2 quarters
|
|
512
JPMorgan Equity Premium Income ETF
JEPI
$45.8B
| $4.88M | ﹤0.01% |
86,360
-8,171
| -9% | -$461K |
2025 Q3
3 quarters
|
|
513
Cardinal Health
CAH
$55.1B
| $4.79M | ﹤0.01% |
+20,181
| New | +$4.19M |
2026 Q2
0 quarters
|
|
514
TSMC
TSM
$2.3T
| $4.74M | ﹤0.01% |
9,944
+68
| +0.7% | +$27.6K |
2024 Q4
6 quarters
|
|
515
Itaú Unibanco
ITUB
$111B
| $4.68M | ﹤0.01% |
572,860
+474,566
| +483% | +$3.93M |
2024 Q2
8 quarters
|
|
516
Global Indemnity Group
GBLI
$356M
| $4.67M | ﹤0.01% |
186,769
+32,990
| +21% | +$889K |
2024 Q1
9 quarters
|
|
517
Brixmor Property Group
BRX
$8.42B
| $4.66M | ﹤0.01% |
147,907
-4,762
| -3% | -$145K |
2018 Q2
32 quarters
|
|
518
Huntington Ingalls Industries
HII
$10.4B
| $4.59M | ﹤0.01% |
16,395
-61
| -0.4% | -$20.4K |
2024 Q1
9 quarters
|
|
519
Grupo Cibest SA
CIB
$22.4B
| $4.58M | ﹤0.01% |
57,615
+49,136
| +580% | +$3.55M |
2025 Q3
3 quarters
|
|
520
James River Group Holdings
JRVR
$169M
| $4.57M | ﹤0.01% |
1,038,717
+191,692
| +23% | +$943K |
2024 Q4
6 quarters
|
|
521
Slide Insurance Holdings
SLDE
$2.98B
| $4.52M | ﹤0.01% |
233,216
+79,428
| +52% | +$1.44M |
2026 Q1
1 quarter
|
|
522
Walmart Inc
WMT
$897B
| $4.51M | ﹤0.01% |
39,798
-2,484
| -6% | -$308K |
2022 Q1
17 quarters
|
|
523
TJX Companies
TJX
$156B
| $4.22M | ﹤0.01% |
28,657
-609
| -2% | -$96.3K |
2019 Q3
27 quarters
|
|
524
New Oriental
EDU
$9.06B
| $4.2M | ﹤0.01% |
91,420
-30,742
| -25% | -$1.56M |
2025 Q4
2 quarters
|
|
525
Copa Holdings
CPA
$5.52B
| $4.18M | ﹤0.01% |
26,898
+13,764
| +105% | +$1.79M |
2026 Q1
1 quarter
|
|
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Boston Partners's Q2 2026 Portfolio in Review
As of Q2 2026, Boston Partners held 864 positions worth $113B, up 18% from $95.5B the previous quarter. Its ten largest holdings account for 16% of the portfolio.
Boston Partners deployed $4.49B of net new capital in Q2 2026, opening 97 new positions and adding to 407 existing holdings. Its largest new stake was Tapestry: 3,551,183 shares worth $518M.
By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 19% a quarter earlier, followed by Technology and Industrials.
On the sell side, the largest reduction was Micron Technology, an estimated $1.2B trimmed.
- Boston Partners's largest Q2 2026 buy was Tapestry: 3,551,183 shares worth $518M.
- Boston Partners added most to Amazon in Q2 2026, an estimated $1.86B increase.
- Boston Partners's biggest Q2 2026 reduction was Micron Technology, cutting an estimated $1.2B.
- Boston Partners fully exited Copart in Q2 2026, selling an estimated $106M.
- Boston Partners's ten largest holdings make up 16% of its $113B portfolio in Q2 2026.
- Boston Partners opened 97 new positions and closed 63 in Q2 2026.
- Boston Partners's portfolio value rose 18% quarter-over-quarter to $113B.
Based on Boston Partners's 13F filing for Q2 2026, filed 4 Aug 2026.