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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
CHDN icon
201
Churchill Downs
CHDN
$6.03B
$122M 0.13%
1,257,725
+11,653
+0.9% +$1.2M
LW icon
202
Lamb Weston
LW
$6.82B
$122M 0.12%
2,093,944
-579,012
-22% -$31.6M
PRMB
203
Primo Brands
PRMB
$8.24B
$120M 0.12%
5,416,059
-2,673,420
-33% -$69.2M
DRI icon
204
Darden Restaurants
DRI
$22.5B
$119M 0.12%
625,812
-155,166
-20% -$31.9M
MBC icon
205
MasterBrand
MBC
$1.09B
$118M 0.12%
8,930,199
+649,960
+8% +$8.04M
CTSH icon
206
Cognizant
CTSH
$21.5B
$116M 0.12%
1,725,778
-146,972
-8% -$10.6M
ADI icon
207
Analog Devices
ADI
$181B
$114M 0.12%
463,966
-40,143
-8% -$9.65M
CI icon
208
Cigna
CI
$76.6B
$114M 0.12%
395,135
-13,068
-3% -$3.87M
HOG icon
209
Harley-Davidson
HOG
$2.68B
$112M 0.12%
4,021,078
+84,516
+2% +$2.27M
SNX icon
210
TD Synnex
SNX
$19.4B
$110M 0.11%
669,118
+106,837
+19% +$15.7M
FCFS icon
211
FirstCash
FCFS
$8.55B
$103M 0.11%
649,705
-9,256
-1% -$1.29M
STLD icon
212
Steel Dynamics
STLD
$35.6B
$101M 0.1%
+723,588
New +$95M
LPX icon
213
Louisiana-Pacific
LPX
$5.2B
$101M 0.1%
+1,134,238
New +$105M
TNET icon
214
TriNet
TNET
$2.84B
$97.7M 0.1%
+1,460,895
New +$99.3M
MGNI icon
215
Magnite
MGNI
$2.65B
$95.2M 0.1%
4,449,004
-1,125,600
-20% -$26.6M
VNOM icon
216
Viper Energy
VNOM
$8.81B
$95.1M 0.1%
2,485,395
+242,259
+11% +$9.23M
KT icon
217
KT
KT
$8.84B
$94.9M 0.1%
4,864,774
-347,618
-7% -$7.08M
AMX icon
218
America Movil
AMX
$78.1B
$94.7M 0.1%
4,508,739
+381,472
+9% +$7.27M
ANF icon
219
Abercrombie & Fitch
ANF
$4.17B
$92.9M 0.1%
1,094,023
+553,889
+103% +$51.7M
FLS icon
220
Flowserve
FLS
$9.25B
$91.4M 0.09%
1,720,812
-2,547,696
-60% -$138M
ITUB icon
221
Itaú Unibanco
ITUB
$91.3B
$91.1M 0.09%
12,786,139
+12,062,832
+1,668% +$79.7M
KLAC icon
222
KLA
KLAC
$275B
$89.4M 0.09%
829,000
-69,920
-8% -$6.52M
AAUC
223
Allied Gold Corp
AAUC
$2.64B
$89M 0.09%
3,659,737
-955,155
-21% -$13.4M
LRCX icon
224
Lam Research
LRCX
$382B
$88.9M 0.09%
662,354
-2,543,124
-79% -$269M
MMS icon
225
Maximus
MMS
$3.14B
$88.2M 0.09%
966,139
+308,892
+47% +$25M
7 8
9
10 11

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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.