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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
SF
126
Stifel
SF
$12.3B
$269M 0.28%
3,557,820
+68,446
+2% +$5.12M
BXP icon
127
Boston Properties
BXP
$11B
$263M 0.27%
3,538,351
+529,158
+18% +$37.3M
VOYA icon
128
Voya Financial
VOYA
$8.94B
$261M 0.27%
3,495,319
+121,799
+4% +$8.98M
NTR icon
129
Nutrien
NTR
$32.7B
$260M 0.27%
3,247,544
+664,855
+26% +$38.8M
RKT icon
130
Rocket Companies
RKT
$36.9B
$259M 0.27%
13,390,148
-1,170,558
-8% -$20.4M
OMC icon
131
Omnicom Group
OMC
$22.7B
$259M 0.27%
3,182,374
+79,571
+3% +$6.01M
REG icon
132
Regency Centers
REG
$15B
$258M 0.27%
3,540,137
+72,584
+2% +$5.18M
EG icon
133
Everest Group
EG
$15.2B
$255M 0.26%
729,019
+163,316
+29% +$55.1M
WSM icon
134
Williams-Sonoma
WSM
$26.7B
$255M 0.26%
+1,304,657
New +$249M
WTS icon
135
Watts Water Technologies
WTS
$11.5B
$253M 0.26%
907,336
+19,247
+2% +$5.16M
COKE icon
136
Coca-Cola Consolidated
COKE
$12.3B
$253M 0.26%
2,160,088
+70,212
+3% +$8.14M
AME icon
137
Ametek
AME
$55.5B
$252M 0.26%
1,342,125
-176,422
-12% -$32.5M
CSCO icon
138
Cisco
CSCO
$450B
$252M 0.26%
3,679,116
-157,783
-4% -$10.8M
WH icon
139
Wyndham Hotels & Resorts
WH
$5.46B
$247M 0.25%
3,095,371
-35,002
-1% -$3.01M
CB icon
140
Chubb
CB
$140B
$246M 0.25%
872,195
-728,854
-46% -$201M
EQT icon
141
EQT Corp
EQT
$33.2B
$246M 0.25%
4,525,646
-455,889
-9% -$24.1M
TRMB icon
142
Trimble
TRMB
$12.3B
$242M 0.25%
2,963,035
-1,207,144
-29% -$98.5M
SLM icon
143
SLM Corp
SLM
$4.57B
$235M 0.24%
8,516,901
-2,559,458
-23% -$79.9M
UAL icon
144
United Airlines
UAL
$38.4B
$235M 0.24%
2,434,975
+105,525
+5% +$10.1M
BLDR icon
145
Builders FirstSource
BLDR
$7.84B
$225M 0.23%
1,852,292
+781,506
+73% +$104M
RL icon
146
Ralph Lauren
RL
$22.2B
$224M 0.23%
715,733
+14,953
+2% +$4.45M
PR
147
Permian Resources
PR
$17.9B
$222M 0.23%
17,350,663
+7,503,654
+76% +$103M
AYI icon
148
Acuity Brands
AYI
$9.88B
$218M 0.22%
633,060
+58,085
+10% +$18.5M
ICE icon
149
Intercontinental Exchange
ICE
$82.4B
$217M 0.22%
1,288,994
+48,730
+4% +$8.71M
LSTR icon
150
Landstar System
LSTR
$6.8B
$216M 0.22%
1,761,526
+341,808
+24% +$45.4M
4 5
6
7 8

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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.