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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 | |
|---|---|---|---|---|---|---|
576
Apple
AAPL
$4.95T
| $1.89M | ﹤0.01% |
+7,427
| New | +$1.68M |
|
577
Dimensional International Value ETF
DFIV
$20.9B
| $1.8M | ﹤0.01% |
+39,057
| New | +$1.75M |
|
578
Wheaton Precious Metals
WPM
$50.9B
| $1.79M | ﹤0.01% |
15,993
-61
| -0.4% | -$5.96K |
|
|
BRT
579
BRT Apartments
BRT
$283M
| $1.73M | ﹤0.01% |
110,640
+6,086
| +6% | +$95.1K |
|
580
Takeda Pharmaceutical
TAK
$55.7B
| $1.73M | ﹤0.01% |
117,954
+12,219
| +12% | +$181K |
|
581
Ambev
ABEV
$47.4B
| $1.69M | ﹤0.01% |
+758,741
| New | +$1.74M |
|
582
Ero Copper
ERO
$2.73B
| $1.68M | ﹤0.01% |
82,968
-806,186
| -91% | -$12.3M |
|
583
Ericsson
ERIC
$31.8B
| $1.64M | ﹤0.01% |
198,675
+25,245
| +15% | +$197K |
|
584
Gibraltar Industries
ROCK
$1.36B
| $1.62M | ﹤0.01% |
+25,776
| New | +$1.61M |
|
585
Under Armour
UAA
$3.02B
| $1.61M | ﹤0.01% |
323,264
-2,526,313
| -89% | -$14.7M |
|
586
Gildan
GIL
$9.38B
| $1.58M | ﹤0.01% |
27,388
-461,906
| -94% | -$24.7M |
|
587
AllianceBernstein
AB
$3.54B
| $1.58M | ﹤0.01% |
41,332
+4,068
| +11% | +$163K |
|
588
Primerica
PRI
$9.81B
| $1.58M | ﹤0.01% |
5,677
+2,842
| +100% | +$763K |
|
589
COPT Defense Properties
CDP
$4.34B
| $1.55M | ﹤0.01% |
+53,426
| New | +$1.54M |
|
590
Pan American Silver
PAAS
$18.6B
| $1.53M | ﹤0.01% |
39,486
+10,211
| +35% | +$328K |
|
591
Lowe's Companies
LOW
$119B
| $1.52M | ﹤0.01% |
+6,029
| New | +$1.48M |
|
592
Sonoco
SON
$5.8B
| $1.51M | ﹤0.01% |
+35,120
| New | +$1.62M |
|
593
Nexstar Media Group
NXST
$5.67B
| $1.51M | ﹤0.01% |
+7,630
| New | +$1.49M |
|
594
Sociedad Química y Minera de Chile
SQM
$19.6B
| $1.47M | ﹤0.01% |
34,125
-21,180
| -38% | -$883K |
|
595
Peabody Energy
BTU
$2.81B
| $1.46M | ﹤0.01% |
55,239
-13,968
| -20% | -$249K |
|
596
Flutter Entertainment
FLUT
$18.4B
| $1.46M | ﹤0.01% |
5,739
+728
| +15% | +$213K |
|
|
EFOR
597
Everforth Inc
EFOR
$884M
| $1.44M | ﹤0.01% |
+30,489
| New | +$1.56M |
|
|
TGB
598
Trekor Metals
TGB
$2.6B
| $1.44M | ﹤0.01% |
340,186
-96,132
| -22% | -$327K |
|
599
Leonardo DRS
DRS
$12.9B
| $1.43M | ﹤0.01% |
31,578
-38,553
| -55% | -$1.68M |
|
600
Delta Air Lines
DAL
$57B
| $1.41M | ﹤0.01% |
24,912
+7,129
| +40% | +$407K |
|
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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.