Robeco Institutional Asset Management B.V.

CIK 0001418773 · Q1 2026

13F Equity AUM

$70.2B

-0.1% QoQ

Positions

842

+19 QoQ

AUM Rank

#187

Top 2%

Skill Alpha (FF)

-0.5%/yr^ns

No Clear Edge

Rank #2,977 · Top 36%

vs S&P -2.7%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 21.8%Top 10: 28.4%Top 20: 36.2%

NVDA6.5%

AAPL5.2%

MSFT3.9%

GOOGL3.7%

AMZN2.5%

AVGO1.7%

META1.4%

GOOG1.3%

JPM1.3%

ABBV1.0%

Others (832)71.6%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Technology33.0%

Financial Services12.0%

Communication Services11.1%

Healthcare10.4%

Consumer Cyclical9.1%

Industrials6.6%

Consumer Defensive4.7%

Energy4.0%

Other9.1%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 842Median: 0.02%Avg: 0.12%

0–0.5%

802(52.0%)

0.5–1%

30(19.6%)

1–3%

6(9.2%)

3–5%

2(7.6%)

5%+

2(11.7%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 842Unique: 0vs 20 funds

11.5%Low

842

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

16%

BlackRock, Inc.

21%

BANK OF AMERICA CORP /DE/

17.6%

STATE STREET CORP

24.2%

JPMORGAN CHASE & CO

16.9%

VANGUARD CAPITAL MANAGEMENT LLC

23.3%

GEODE CAPITAL MANAGEMENT, LLC

22.8%

FMR LLC

26.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

26.8%

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New67Increased396Decreased327Exited49

New Positions

BRK/A0.1%

+47

NDSN0.0%

+69K

CASY0.0%

+15K

WY0.0%

+561K

BLKB0.0%

+162K

HRB0.0%

+255K

SOLV0.0%

+91K

ENVA0.0%

+28K

AEO0.0%

+254K

PCG0.0%

+324K

Increased

TAL0.2%

+9.9M(+1210%)

SLB0.5%

+7.1M(+2098%)

VALE0.6%

+6.8M(+32%)

CX0.3%

+6.7M(+54%)

INFY0.7%

+4.2M(+12%)

RDY0.3%

+4.0M(+31%)

BZ0.2%

+4.0M(+71%)

PJX0.8%

+3.8M(+14%)

PINS0.1%

+3.2M(+803%)

PAGS0.1%

+2.5M(+38%)

Decreased

BVXB0.7%

-3,888,922(-7%)

BSX0.0%

-2,887,564(-96%)

PYPL0.1%

-2,869,098(-76%)

TME0.0%

-2,537,168(-44%)

STNE0.0%

-2,239,398(-89%)

ONON0.0%

-1,972,323(-98%)

INTC0.1%

-1,905,876(-47%)

BAC0.4%

-1,661,772(-22%)

CNHI0.0%

-1,399,057(-66%)

CRM0.1%

-1,267,188(-72%)

Exited

-1,510,651

-103,642

-148,771

-18,754

-25,000

-223,027

-204,346

-124,253

-19,375

-86,301

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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