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Robeco Institutional Asset Management

Robeco Institutional Asset Management Portfolio holdings

AUM $81.4B
1-Year Est. Return 40.71%
This Fund
S&P 500
This Quarter Est. Return
-1.27%
1 Year Est. Return
+40.71%
3 Year Est. Return
+135.42%
5 Year Est. Return
+174.69%
10 Year Est. Return
+589.21%
AUM
$51.5B
AUM Growth
-$1.28B
Cap. Flow
+$582M
Cap. Flow %
1.13%
Top 10 Hldgs %
28.88%
Holding
941
New
44
Increased
431
Reduced
343
Closed
42

Top Buys

Rank Stock Value
1
CRM icon
Salesforce
CRM
+$174M
2
V icon
Visa
V
+$133M
3
STLD icon
Steel Dynamics
STLD
+$127M
4
ADI icon
Analog Devices
ADI
+$120M
5
ICE icon
Intercontinental Exchange
ICE
+$85.3M

Top Sells

Rank Stock Value
1
ORCL icon
Oracle
ORCL
+$180M
2
BAC icon
Bank of America
BAC
+$145M
3
CDNS icon
Cadence Design Systems
CDNS
+$135M
4
COST icon
Costco
COST
+$130M
5
DELL icon
Dell
DELL
+$128M

Sector Composition

Rank Sector Weight
1 Technology 29.75%
2 Financials 16.76%
3 Consumer Discretionary 11.88%
4 Healthcare 11.87%
5 Communication Services 11.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FTV icon
351
Fortive
FTV
$18.6B
$17.4M 0.03%
315,708
+222,474
+239% +$13.1M
NKE icon
352
Nike
NKE
$62.5B
$17.4M 0.03%
273,513
-14,916
-5% -$1.1M
RMD icon
353
ResMed
RMD
$31.9B
$17.3M 0.03%
77,442
+4,983
+7% +$1.16M
EQH icon
354
Equitable Holdings
EQH
$14.4B
$17.3M 0.03%
331,824
-83,750
-20% -$4.38M
CRUS icon
355
Cirrus Logic
CRUS
$6.11B
$17.3M 0.03%
173,305
+40,727
+31% +$4.2M
ES icon
356
Eversource Energy
ES
$26.8B
$17.1M 0.03%
276,094
-133,383
-33% -$7.96M
TTEK icon
357
Tetra Tech
TTEK
$8.97B
$17M 0.03%
582,409
+2,125
+0.4% +$71.3K
SCCO icon
358
Southern Copper
SCCO
$167B
$16.8M 0.03%
187,829
+43,200
+30% +$3.88M
VTR icon
359
Ventas
VTR
$47.2B
$16.6M 0.03%
240,830
+53,418
+29% +$3.41M
HIMX
360
Himax Technologies
HIMX
$2.57B
$16.4M 0.03%
2,230,791
+321,755
+17% +$2.98M
ROKU icon
361
Roku
ROKU
$22.5B
$16.2M 0.03%
229,769
+98,784
+75% +$7.9M
DXCM icon
362
DexCom
DXCM
$33.1B
$16.1M 0.03%
236,284
+213,483
+936% +$17.4M
HRB icon
363
H&R Block
HRB
$5.82B
$16.1M 0.03%
293,294
-179,818
-38% -$9.61M
FSLR icon
364
First Solar
FSLR
$25.7B
$16M 0.03%
126,310
-468,957
-79% -$73.2M
TFC icon
365
Truist Financial
TFC
$63.4B
$15.9M 0.03%
386,981
+300,503
+347% +$13.4M
CSL icon
366
Carlisle Companies
CSL
$15.3B
$15.8M 0.03%
46,322
-80,883
-64% -$29M
ALLE icon
367
Allegion
ALLE
$14.1B
$15.8M 0.03%
120,863
+7,645
+7% +$989K
CPAY icon
368
Corpay
CPAY
$26.2B
$15.8M 0.03%
45,201
-7,828
-15% -$2.83M
DLB icon
369
Dolby
DLB
$5.82B
$15.7M 0.03%
196,045
-97
-0% -$7.91K
J icon
370
Jacobs Solutions
J
$17.2B
$15.7M 0.03%
131,438
+57,844
+79% +$7.45M
SCHW
371
Charles Schwab
SCHW
$188B
$15.6M 0.03%
199,585
+91,892
+85% +$7.21M
DUK icon
372
Duke Energy
DUK
$94.5B
$15.6M 0.03%
127,598
-16,179
-11% -$1.84M
AXS icon
373
AXIS Capital
AXS
$7.43B
$15.5M 0.03%
154,979
+73,209
+90% +$6.76M
ULTA icon
374
Ulta Beauty
ULTA
$23.6B
$15.5M 0.03%
42,236
+33,688
+394% +$12.8M
CCK icon
375
Crown Holdings
CCK
$13.1B
$15.4M 0.03%
173,062
+75,751
+78% +$6.61M
13 14
15
16 17

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Robeco Institutional Asset Management's Q1 2025 Portfolio in Review

As of Q1 2025, Robeco Institutional Asset Management held 941 positions worth $51.5B, down 2.4% from $52.8B the previous quarter. Its ten largest holdings account for 29% of the portfolio.

Robeco Institutional Asset Management's Q1 2025 filing shows 44 new, 431 increased, 343 reduced and 42 closed positions. Its largest new stake was United Airlines: 158,395 shares worth $10.9M. The largest sale was Oracle, an estimated $180M.

By sector, the portfolio is most concentrated in Technology at 30% of assets, down from 33% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Robeco Institutional Asset Management's largest Q1 2025 buy was United Airlines: 158,395 shares worth $10.9M.
  • Robeco Institutional Asset Management added most to Salesforce in Q1 2025, an estimated $174M increase.
  • Robeco Institutional Asset Management's biggest Q1 2025 reduction was Oracle, cutting an estimated $180M.
  • Robeco Institutional Asset Management fully exited Teva Pharmaceuticals in Q1 2025, selling an estimated $11M.
  • Robeco Institutional Asset Management's ten largest holdings make up 29% of its $51.5B portfolio in Q1 2025.
  • Robeco Institutional Asset Management opened 44 new positions and closed 42 in Q1 2025.
  • Robeco Institutional Asset Management's portfolio value fell 2.4% quarter-over-quarter to $51.5B.

Based on Robeco Institutional Asset Management's 13F filing for Q1 2025, filed 23 Apr 2025.