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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 | |
|---|---|---|---|---|---|---|
601
Fox Factory Holding Corp
FOXF
$779M
| $1.39M | ﹤0.01% |
+67,726
| New | +$1.91M |
|
|
SW
602
Smurfit Westrock
SW
$26.3B
| $1.39M | ﹤0.01% |
32,583
+11,773
| +57% | +$533K |
|
603
State Street Financial Select Sector SPDR ETF
XLF
$56.7B
| $1.38M | ﹤0.01% |
+25,622
| New | +$1.36M |
|
604
Heritage Insurance Holdings
HRTG
$864M
| $1.37M | ﹤0.01% |
54,225
+9,207
| +20% | +$209K |
|
605
Best Buy
BBY
$18.6B
| $1.36M | ﹤0.01% |
17,985
-64
| -0.4% | -$4.59K |
|
606
Turning Point Brands
TPB
$1.52B
| $1.36M | ﹤0.01% |
13,712
+206
| +2% | +$18.6K |
|
607
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
| $1.34M | ﹤0.01% |
+16,174
| New | +$1.34M |
|
608
Fiverr
FVRR
$398M
| $1.31M | ﹤0.01% |
53,589
+6,802
| +15% | +$167K |
|
|
DFSV
609
Dimensional US Small Cap Value ETF
DFSV
$8.17B
| $1.29M | ﹤0.01% |
+40,539
| New | +$1.27M |
|
610
Lyft
LYFT
$5.73B
| $1.28M | ﹤0.01% |
58,224
+7,321
| +14% | +$123K |
|
611
Rithm Capital
RITM
$5.15B
| $1.25M | ﹤0.01% |
109,324
+13,690
| +14% | +$166K |
|
612
ACI Worldwide
ACIW
$5.88B
| $1.24M | ﹤0.01% |
23,576
+3,011
| +15% | +$142K |
|
|
GRVY
613
GRAVITY
GRVY
$427M
| $1.24M | ﹤0.01% |
19,344
+2,455
| +15% | +$157K |
|
614
PayPal
PYPL
$49.5B
| $1.23M | ﹤0.01% |
18,386
+5,758
| +46% | +$406K |
|
615
Quanta Services
PWR
$93.1B
| $1.17M | ﹤0.01% |
2,831
+355
| +14% | +$138K |
|
616
Euroseas
ESEA
$537M
| $1.16M | ﹤0.01% |
19,517
+2,472
| +15% | +$139K |
|
617
Pebblebrook Hotel Trust
PEB
$2.19B
| $1.15M | ﹤0.01% |
101,153
+12,804
| +14% | +$138K |
|
618
RH
RH
$3.4B
| $1.14M | ﹤0.01% |
5,626
-448
| -7% | -$97.3K |
|
619
Under Armour Class C
UA
$2.95B
| $1.14M | ﹤0.01% |
235,946
-13,246
| -5% | -$74.1K |
|
620
Park Hotels & Resorts
PK
$3.03B
| $1.1M | ﹤0.01% |
99,595
+12,560
| +14% | +$141K |
|
621
TETRA Technologies
TTI
$1.14B
| $1.07M | ﹤0.01% |
185,287
-80,213
| -30% | -$343K |
|
|
NGD
622
DELISTED
New Gold Inc
NGD
| $1.04M | ﹤0.01% |
144,725
-312,595
| -68% | -$1.69M |
|
623
Intercorp Financial Services
IFS
$6.62B
| $1.03M | ﹤0.01% |
25,508
+3,210
| +14% | +$124K |
|
|
FISV
624
Fiserv Inc
FISV
$27.9B
| $1.03M | ﹤0.01% |
7,955
-2,711
| -25% | -$389K |
|
625
Lincoln National
LNC
$7.88B
| $1M | ﹤0.01% |
24,837
+3,150
| +15% | +$122K |
|
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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.