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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 | |
|---|---|---|---|---|---|---|
526
Alcoa
AA
$11.6B
| $2.73M | ﹤0.01% |
82,978
-4,659
| -5% | -$145K |
|
527
Mayville Engineering Co
MEC
$751M
| $2.73M | ﹤0.01% |
+198,160
| New | +$2.98M |
|
|
AAMI
528
Acadian Asset Management
AAMI
$2.95B
| $2.71M | ﹤0.01% |
56,188
+7,104
| +14% | +$317K |
|
529
SM Energy
SM
$7.26B
| $2.69M | ﹤0.01% |
107,820
+16,004
| +17% | +$432K |
|
530
Hamilton Insurance Group
HG
$3.6B
| $2.69M | ﹤0.01% |
108,360
+28,615
| +36% | +$653K |
|
531
Atlas Energy Solutions
AESI
$1.43B
| $2.64M | ﹤0.01% |
231,844
+184,971
| +395% | +$2.27M |
|
532
AMERISAFE
AMSF
$562M
| $2.63M | ﹤0.01% |
60,002
+4,754
| +9% | +$213K |
|
533
Progressive
PGR
$125B
| $2.62M | ﹤0.01% |
10,625
-39
| -0.4% | -$9.61K |
|
534
Curtiss-Wright
CW
$27.5B
| $2.48M | ﹤0.01% |
4,782
-52,276
| -92% | -$25.8M |
|
535
Pinduoduo
PDD
$121B
| $2.47M | ﹤0.01% |
+18,697
| New | +$2.21M |
|
536
Coherent
COHR
$53.1B
| $2.45M | ﹤0.01% |
22,752
-15,304
| -40% | -$1.53M |
|
537
Banco Bilbao Vizcaya Argentaria
BBVA
$147B
| $2.44M | ﹤0.01% |
126,938
+16,079
| +15% | +$281K |
|
538
Advance Auto Parts
AAP
$3.48B
| $2.44M | ﹤0.01% |
39,666
-2,225
| -5% | -$132K |
|
539
NextEra Energy
NEE
$185B
| $2.42M | ﹤0.01% |
32,082
-13,919
| -30% | -$1.02M |
|
540
Mativ Holdings
MATV
$455M
| $2.42M | ﹤0.01% |
+214,110
| New | +$2.12M |
|
541
Royal Gold
RGLD
$17.1B
| $2.4M | ﹤0.01% |
+11,986
| New | +$2.07M |
|
542
Antero Resources
AR
$10.5B
| $2.37M | ﹤0.01% |
+70,514
| New | +$2.35M |
|
543
American Electric Power
AEP
$72.7B
| $2.36M | ﹤0.01% |
20,990
-5,845
| -22% | -$640K |
|
544
Otis Worldwide
OTIS
$27.9B
| $2.34M | ﹤0.01% |
+25,547
| New | +$2.32M |
|
|
SNCY
545
DELISTED
Sun Country Airlines
SNCY
| $2.29M | ﹤0.01% |
194,059
+122,981
| +173% | +$1.52M |
|
546
First Commonwealth Financial
FCF
$2.12B
| $2.29M | ﹤0.01% |
134,120
-112,870
| -46% | -$1.93M |
|
547
BJs Wholesale Club
BJ
$12.1B
| $2.27M | ﹤0.01% |
24,293
-9,177
| -27% | -$938K |
|
548
Herc Holdings
HRI
$5.34B
| $2.22M | ﹤0.01% |
19,071
-1,507
| -7% | -$194K |
|
549
Pure Cycle
PCYO
$260M
| $2.21M | ﹤0.01% |
199,908
+12,343
| +7% | +$129K |
|
550
Liberty Energy
LBRT
$2.75B
| $2.2M | ﹤0.01% |
178,414
+80,441
| +82% | +$930K |
|
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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.