Robeco Institutional Asset Management B.V. Portfolio Stock Holdings

Robeco Institutional Asset Management B.V. disclosed 842 stock positions valued at approximately $70.2 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, APPLE INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on April 21, 2026.

Report Period
March 31, 2026
No. of Stocks
842
Portfolio Value
$70.2B
Holdings by Sector
Robeco Institutional Asset Management B.V. Portfolio Holdings in Q1 2026

815 holdings in the latest reporting period.

Page 1 of 9
CompanySymbolSectorPortfolio %SharesChange (Shares)Change %Value
NVIDIA CORPORATIONNVDATechnology6.52%26,242,708+1,306,826+5.24%$4,576,728,270
APPLE INCAAPLTechnology5.18%14,310,898+1,018,730+7.66%$3,631,962,796
MICROSOFT CORPMSFTTechnology3.86%7,308,123-643,620-8.09%$2,705,247,893
ALPHABET INCGOOGLCommunication Services3.73%9,103,088-104,634-1.14%$2,617,683,986
AMAZON COM INCAMZNConsumer Cyclical2.50%8,429,660-707,734-7.75%$1,755,645,287
BROADCOM INCAVGOTechnology1.73%3,916,288+407,103+11.60%$1,212,130,299
META PLATFORMS INCMETACommunication Services1.35%1,659,646-260,063-13.55%$949,533,270
ALPHABET INCGOOGCommunication Services1.30%3,188,916+312,363+10.86%$914,772,446
JPMORGAN CHASE & COJPMFinancial Services1.26%3,006,428-770,350-20.40%$884,370,865
ABBVIE INCABBVHealthcare1.01%3,250,326+40,185+1.25%$706,913,401
ELI LILLY & COLLYHealthcare0.86%653,146-73,319-10.09%$600,744,097
APPLIED MATLS INCAMATTechnology0.86%1,757,378+283,286+19.22%$600,654,226
PETROLEO BRASILEIRO S APBR-AEnergy0.83%31,027,467+3,772,593+13.84%$581,765,018
TESLA INCTSLAConsumer Cyclical0.83%1,560,347+113,599+7.85%$580,059,005
MASTERCARD INCORPORATEDMAFinancial Services0.78%1,097,392+72,183+7.04%$548,322,890
INFOSYS LTDINFYTechnology0.74%38,569,713+4,196,786+12.21%$521,076,824
VERTIV HOLDINGS COVRTIndustrials0.74%2,058,028+865,694+72.60%$515,700,654
ICICI BANK LIMITEDIBNFinancial Services0.73%19,838,697+1,158,285+6.20%$513,822,254
CISCO SYS INCCSCOTechnology0.71%6,415,886+668,103+11.62%$497,808,592
CHENIERE ENERGY INCLNGEnergy0.71%1,747,973+640,959+57.90%$496,004,818
ARISTA NETWORKS INCANETOther0.68%3,910,194+258,496+7.08%$480,093,618
VISA INCVFinancial Services0.68%1,584,500-407,721-20.47%$478,899,278
GILEAD SCIENCES INCGILDHealthcare0.67%3,354,394-339,208-9.18%$467,501,890
ITAU UNIBANCO HLDG S AITUBFinancial Services0.65%54,692,228-3,888,922-6.64%$458,320,868
KLA CORPKLACTechnology0.64%303,514+5,445+1.83%$446,897,043
LAM RESEARCH CORPLRCXOther0.63%2,060,775-101,200-4.68%$440,305,189
VALE S AVALEBasic Materials0.63%27,561,997+6,752,695+32.45%$438,511,375
NEWMONT CORPNEMBasic Materials0.61%3,927,108-1,069,667-21.41%$425,109,456
ANALOG DEVICES INCADITechnology0.60%1,326,477+24,071+1.85%$422,005,394
JOHNSON & JOHNSONJNJHealthcare0.60%1,721,249+140,287+8.87%$420,742,109
BRISTOL-MYERS SQUIBB COBMYHealthcare0.58%6,733,740+28,933+0.43%$408,401,336
MCKESSON CORPMCKHealthcare0.57%458,244+25,666+5.93%$396,546,024
GE VERNOVA INCGEVUtilities0.56%448,851-15,858-3.41%$391,802,038
TE CONNECTIVITY PLCTELOther0.55%1,858,292+327,878+21.42%$388,420,194
SLB LIMITEDSLBEnergy0.54%7,418,537+7,081,044+2098.13%$381,238,618
AT&T INCTCommunication Services0.54%13,094,386-682,687-4.96%$379,606,250
DOLLAR GEN CORPDGConsumer Defensive0.54%3,162,516+1,462,645+86.04%$375,485,523
WALMART INCWMTConsumer Defensive0.53%2,996,022+8,466+0.28%$372,345,614
CBRE GROUP INCCBREReal Estate0.52%2,685,963+228,648+9.30%$363,840,547
BANK NEW YORK MELLON CORPBKFinancial Services0.51%3,039,227+555,987+22.39%$360,543,503
LOWES COS INCLOWConsumer Cyclical0.50%1,471,788+937,732+175.59%$347,754,069
CITIGROUP INCCFinancial Services0.49%3,005,555+112,058+3.87%$340,859,995
MICRON TECHNOLOGY INCMUTechnology0.47%972,166+275,722+39.59%$328,436,562
JABIL INCJBLTechnology0.45%1,187,268-60,705-4.86%$315,373,996
PFIZER INCPFEHealthcare0.45%11,138,434+1,267,791+12.84%$312,767,231
THERMO FISHER SCIENTIFIC INCTMOHealthcare0.44%634,639-191,327-23.16%$311,944,106
HDFC BANK LTDHDBFinancial Services0.44%12,523,084+130,230+1.05%$311,574,332
TAIWAN SEMICONDUCTOR MANUFACTSMTechnology0.44%909,998-319,342-25.98%$307,533,824
EXXON MOBIL CORPXOMEnergy0.43%1,779,562+270,980+17.96%$301,920,494
NETFLIX INC.NFLXCommunication Services0.42%3,051,444+636,198+26.34%$293,396,346
COSTCO WHOLESALE CORPORATIONCOSTConsumer Defensive0.41%291,006+21,504+7.98%$289,967,106
GENERAL MTRS COGMConsumer Cyclical0.41%3,881,161+784,142+25.32%$289,146,511
GOLD FIELDS LTDGFIBasic Materials0.41%6,317,364+231,711+3.81%$286,808,322
TELEFONICA BRASIL SAVIVCommunication Services0.40%17,711,404+565,840+3.30%$281,788,435
UBER TECHNOLOGIES INCUBERTechnology0.40%3,906,916-1,049,149-21.17%$281,024,469
BANK AMERICA CORPBACFinancial Services0.40%5,746,454-1,661,772-22.43%$280,139,642
TRAVELERS COMPANIES INCTRVFinancial Services0.40%960,405+58,467+6.48%$280,130,932
MERCK & CO INCMRKHealthcare0.40%2,322,293-175,682-7.03%$279,348,626
GE AEROSPACEGEIndustrials0.40%981,412-12,806-1.29%$278,495,283
VERIZON COMMUNICATIONS INCVZCommunication Services0.40%5,529,771-318,828-5.45%$277,594,507
REGENERON PHARMACEUTICALSREGNHealthcare0.38%348,787+86,937+33.20%$269,486,789
EBAY INC.EBAYConsumer Cyclical0.38%2,935,691+4,649+0.16%$267,206,597
WESTERN DIGITAL CORPWDCTechnology0.38%984,685-392,066-28.48%$266,347,449
AMERIPRISE FINL INCAMPFinancial Services0.37%579,799+227,684+64.66%$257,662,679
PDD HOLDINGS INCPDDConsumer Cyclical0.36%2,492,893+706,957+39.58%$254,723,809
HARTFORD INSURANCE GROUP INCHIGFinancial Services0.36%1,866,217+104,826+5.95%$252,368,527
ALLSTATE CORPALLFinancial Services0.35%1,185,567+316,428+36.41%$245,815,463
CUMMINS INCCMIIndustrials0.35%456,120+148,704+48.37%$245,401,684
INTERCONTINENTAL EXCHANGE INICEFinancial Services0.35%1,541,264+328,581+27.10%$242,410,001
SPOTIFY TECHNOLOGY S ASPOTOther0.34%491,981+72,979+17.42%$238,566,507
DR REDDYS LABS LTDRDYHealthcare0.34%17,177,882+4,023,358+30.59%$237,913,669
INCYTE CORPINCYHealthcare0.34%2,514,383+33,590+1.35%$236,653,725
AUTODESK INCADSKTechnology0.34%982,304+449,800+84.47%$235,163,575
COLGATE PALMOLIVE COCLConsumer Defensive0.33%2,749,304+1,236,506+81.74%$234,323,178
BOOKING HOLDINGS INCBKNGConsumer Cyclical0.32%54,035-33,768-38.46%$227,504,644
ROCKWELL AUTOMATION INCROKIndustrials0.32%621,257+152,253+32.46%$222,956,714
DANAHER CORP DELDHRHealthcare0.31%1,152,606+478,233+70.92%$218,534,100
ZOOM COMMUNICATIONS INCZMTechnology0.31%2,712,913+68,091+2.57%$218,091,076
CEMEX SA EURO MTN BE 144ACXBasic Materials0.31%18,999,445+6,670,639+54.11%$217,353,653
STEEL DYNAMICS INCSTLDBasic Materials0.31%1,197,250-810,949-40.38%$215,505,000
GOLDMAN SACHS GROUP INCGSFinancial Services0.31%254,256+38,774+17.99%$215,098,034
COCA COLA COKOConsumer Defensive0.31%2,817,400+1,862,116+194.93%$214,263,272
CARDINAL HEALTH INCCAHHealthcare0.30%1,011,356+120,061+13.47%$213,709,638
QUALCOMM INCQCOMTechnology0.30%1,633,408-150,580-8.44%$210,350,285
MONSTER BEVERAGE CORP NEWMNSTConsumer Defensive0.30%2,897,988+570,362+24.50%$209,988,207
TJX COS INC NEWTJXConsumer Cyclical0.30%1,310,569-190,234-12.68%$209,297,873
PROCTER & GAMBLE COPGConsumer Defensive0.30%1,446,239-25,886-1.76%$208,894,759
JOHNSON CONTROLS INTERNATIONJCIIndustrials0.30%1,593,923+8,160+0.51%$208,724,216
INTUITINTUTechnology0.29%468,796+184,151+64.69%$202,698,016
AMERICA MOVIL SAB DE CVAMXCommunication Services0.29%7,937,265-439,653-5.25%$202,241,512
NORTHERN TR CORPNTRSFinancial Services0.29%1,440,739+807,986+127.69%$201,083,939
NU HLDGS LTDG6683N103Other0.29%13,970,354+412,081+3.04%$200,753,990
AMGEN INCAMGNHealthcare0.28%566,919+85,466+17.75%$199,470,454
TRANE TECHNOLOGIES PLCTTOther0.28%477,914-531,084-52.63%$199,165,881
DECKERS OUTDOOR CORPDECKConsumer Cyclical0.28%1,988,489+760,031+61.87%$199,027,866
ADOBE INCADBETechnology0.28%814,361+20,463+2.58%$197,954,872
VIPSHOP HLDGS LTDVIPSConsumer Cyclical0.28%12,505,064+1,616,087+14.84%$196,579,602
FOX CORPFOXACommunication Services0.28%3,351,073+215,989+6.89%$195,702,663
UNITED RENTALS INCURIIndustrials0.28%267,084+70,396+35.79%$194,586,720
VERISIGN INCVRSNTechnology0.27%768,274-164,416-17.63%$190,808,532