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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
SNY icon
176
Sanofi
SNY
$104B
$174M 0.18%
3,676,899
-312,031
-8% -$15.1M
ALSN icon
177
Allison Transmission
ALSN
$10.1B
$173M 0.18%
2,038,429
+1,101,824
+118% +$98.1M
GNTX icon
178
Gentex
GNTX
$4.88B
$167M 0.17%
5,912,491
+123,731
+2% +$3.29M
V icon
179
Visa
V
$677B
$163M 0.17%
476,749
-39,581
-8% -$13.7M
MSM icon
180
MSC Industrial Direct
MSM
$7.02B
$163M 0.17%
1,764,875
+36,626
+2% +$3.27M
NOMD icon
181
Nomad Foods
NOMD
$1.64B
$161M 0.17%
12,254,783
-2,068,650
-14% -$32.4M
STE icon
182
Steris
STE
$20.9B
$159M 0.16%
+642,539
New +$154M
EQR icon
183
Equity Residential
EQR
$25.4B
$158M 0.16%
2,437,406
+50,679
+2% +$3.31M
AIG icon
184
American International
AIG
$41.9B
$157M 0.16%
1,994,533
-171,554
-8% -$13.7M
C icon
185
Citigroup
C
$222B
$154M 0.16%
1,514,178
-126,132
-8% -$12M
VICI icon
186
VICI Properties
VICI
$29.4B
$150M 0.15%
4,607,321
+89,341
+2% +$2.95M
BRO icon
187
Brown & Brown
BRO
$22.9B
$149M 0.15%
1,587,950
+43,447
+3% +$4.23M
EXR icon
188
Extra Space Storage
EXR
$31.2B
$145M 0.15%
1,026,176
+20,906
+2% +$3M
CART icon
189
Maplebear
CART
$9.92B
$144M 0.15%
3,910,926
-50,912
-1% -$2.34M
WTM icon
190
White Mountains Insurance
WTM
$5.47B
$143M 0.15%
84,445
-4,949
-6% -$8.83M
DOV icon
191
Dover
DOV
$27.2B
$140M 0.14%
837,253
+17,393
+2% +$3.12M
HDB icon
192
HDFC Bank
HDB
$119B
$139M 0.14%
4,070,847
+1,254,591
+45% +$46.2M
KOF icon
193
Coca-Cola Femsa
KOF
$21.6B
$137M 0.14%
1,650,177
-31,778
-2% -$2.74M
L icon
194
Loews
L
$24.3B
$136M 0.14%
1,357,258
-118,688
-8% -$11.2M
HURN icon
195
Huron Consulting
HURN
$1.82B
$131M 0.13%
888,045
+129,073
+17% +$17.6M
NRG icon
196
NRG Energy
NRG
$29.8B
$131M 0.13%
807,142
-384,919
-32% -$60M
MAR icon
197
Marriott International
MAR
$98.7B
$130M 0.13%
501,001
-218,604
-30% -$58.7M
ICLR icon
198
Icon
ICLR
$12.8B
$129M 0.13%
739,135
+682,597
+1,207% +$114M
PH icon
199
Parker-Hannifin
PH
$125B
$127M 0.13%
168,169
-80,674
-32% -$59.5M
ITT icon
200
ITT
ITT
$17.5B
$125M 0.13%
697,387
+14,519
+2% +$2.44M
6 7
8
9 10

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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.