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Boston Partners

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
Cap. Flow
+$1.53B
Cap. Flow %
1.58%
Top 10 Hldgs %
13.52%
Holding
804
New
97
Increased
321
Reduced
332
Closed
50

Top Buys

Rank Stock Value
1
IQV icon
IQVIA
IQV
+$647M
2
FDX icon
FedEx
FDX
+$457M
3
CMI icon
Cummins
CMI
+$429M
4
NVO
Novo Nordisk
NVO
+$326M
5
ODFL icon
Old Dominion Freight Line
ODFL
+$318M

Top Sells

Rank Stock Value
1
NSC icon
Norfolk Southern
NSC
+$1.04B
2
FIS icon
Fidelity National Information Services
FIS
+$450M
3
ORCL icon
Oracle
ORCL
+$442M
4
OKE icon
Oneok
OKE
+$385M
5
LRCX icon
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
STX icon
101
Seagate
STX
$193B
$324M 0.33%
1,372,103
+31,602
+2% +$5.39M
CF icon
102
CF Industries
CF
$19.2B
$322M 0.33%
3,587,999
+476,769
+15% +$42.5M
FITB
103
Fifth Third Bancorp
FITB
$52B
$320M 0.33%
7,181,029
+140,401
+2% +$6.15M
AJG icon
104
Arthur J. Gallagher & Co
AJG
$63.7B
$320M 0.33%
1,032,253
+294,954
+40% +$88.9M
HUBB icon
105
Hubbell
HUBB
$25.7B
$317M 0.33%
736,469
+172,990
+31% +$74.5M
DD icon
106
DuPont de Nemours
DD
$18.6B
$312M 0.32%
3,192,831
+418,040
+15% +$39.4M
AN icon
107
AutoNation
AN
$6.97B
$311M 0.32%
1,423,793
-280,382
-16% -$59.1M
NVO
108
Novo Nordisk
NVO
$216B
$310M 0.32%
+5,571,017
New +$326M
BLD
109
DELISTED
TopBuild
BLD
$306M 0.31%
781,561
+7,400
+1% +$2.95M
SLB icon
110
SLB Ltd
SLB
$77.8B
$302M 0.31%
8,789,635
+114,451
+1% +$3.98M
JNJ icon
111
Johnson & Johnson
JNJ
$635B
$302M 0.31%
1,627,385
-71,396
-4% -$12.2M
TRV icon
112
Travelers Companies
TRV
$80.8B
$297M 0.31%
1,064,259
-16,088
-1% -$4.31M
ODFL icon
113
Old Dominion Freight Line
ODFL
$48.5B
$293M 0.3%
+2,078,262
New +$318M
LAMR icon
114
Lamar Advertising Co
LAMR
$16.2B
$292M 0.3%
2,384,715
+46,361
+2% +$5.76M
OGE icon
115
OGE Energy
OGE
$10.3B
$291M 0.3%
6,279,360
+31,138
+0.5% +$1.39M
REZI icon
116
Resideo Technologies
REZI
$5.23B
$288M 0.3%
6,667,963
-1,809,380
-21% -$56.5M
GEHC icon
117
GE HealthCare
GEHC
$27.6B
$288M 0.3%
+3,828,936
New +$286M
RBA icon
118
RB Global
RBA
$20.8B
$287M 0.29%
2,647,495
-516,720
-16% -$57.9M
BYD icon
119
Boyd Gaming
BYD
$6.47B
$285M 0.29%
3,300,928
-579,514
-15% -$48.7M
SYF icon
120
Synchrony
SYF
$23.7B
$278M 0.29%
3,918,537
-564,747
-13% -$40.9M
AMG icon
121
Affiliated Managers Group
AMG
$9.46B
$276M 0.28%
1,157,344
+24,217
+2% +$5.34M
DHI icon
122
D.R. Horton
DHI
$41B
$275M 0.28%
+1,622,899
New +$255M
JBL icon
123
Jabil
JBL
$32.8B
$272M 0.28%
1,253,068
-645,613
-34% -$141M
EFX icon
124
Equifax
EFX
$20.3B
$271M 0.28%
1,055,369
-127,341
-11% -$32M
CACI icon
125
CACI
CACI
$10.8B
$269M 0.28%
539,912
+12,771
+2% +$6.17M
3 4
5
6 7

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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.