Boston Partners
Institutional investor · Portfolio as of Q1 2025
Top Holdings702 positions
JPMORGAN CHASE & CO | 7.4M | $1.8B | 2.2% | $92.50 | +156.09% | 26 qtrssince 2018-Q4 | Decreased 0 |
CENCORA INC | 5.4M | $1.5B | 1.8% | $125.79 | +117.22% | 26 qtrssince 2018-Q4 | Increased 54 |
ABBVIE INC | 6.3M | $1.3B | 1.6% | $152.41 | +30.18% | 26 qtrssince 2018-Q4 | Increased 56 |
AUTOZONE INC | 334,285 | $1.3B | 1.5% | $1,120.50 | +240.27% | 25 qtrssince 2019-Q1 | Decreased 0 |
LPL FINL HLDGS INC | 3.5M | $1.1B | 1.4% | $251.37 | +29.46% | 26 qtrssince 2018-Q4 | Decreased 0 |
SYSCO CORP | 15.2M | $1.1B | 1.4% | $72.49 | -1.42% | 3 qtrssince 2024-Q3 | Increased 62 |
US FOODS HLDG CORP | 16.5M | $1.1B | 1.3% | $44.09 | +48.46% | 18 qtrssince 2020-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 2M | $1.1B | 1.3% | $392.92 | +28.12% | 26 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC | 6.5M | $1B | 1.2% | $97.70 | +57.54% | 26 qtrssince 2018-Q4 | Increased 54 |
PHILIP MORRIS INTL INC | 6.2M | $990.3M | 1.2% | $85.04 | +77.25% | 26 qtrssince 2018-Q4 | Increased 50 |
MCKESSON CORP | 1.5M | $984.9M | 1.2% | $359.41 | +86.11% | 26 qtrssince 2018-Q4 | Increased 65 |
NORFOLK SOUTHN CORP | 4.2M | $983.2M | 1.2% | $230.40 | -0.08% | 15 qtrssince 2021-Q3 | Increased 52 |
HUNTINGTON BANCSHARES INC | 58.2M | $871.2M | 1.1% | $10.28 | +38.01% | 26 qtrssince 2018-Q4 | Decreased 0 |
DIAMONDBACK ENERGY INC | 5.4M | $862M | 1.0% | $157.23 | -2.10% | 26 qtrssince 2018-Q4 | Increased 53 |
AON PLC | 2.1M | $844.5M | 1.0% | $302.45 | +31.05% | 20 qtrssince 2020-Q2 | Increased 52 |
SLB LIMITED | 19.8M | $824.2M | 1.0% | $32.05 | +25.24% | 26 qtrssince 2018-Q4 | Increased 56 |
FIDELITY NATL INFORMATION SV | 10.7M | $800.4M | 1.0% | $72.41 | -1.73% | 26 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETE CORP | 5.4M | $791.3M | 1.0% | $97.55 | +45.26% | 26 qtrssince 2018-Q4 | Increased 64 |
CHECK POINT SOFTWARE TECH LT | 3.4M | $785.6M | 1.0% | $136.95 | +66.42% | 16 qtrssince 2021-Q2 | Decreased 0 |
CRH PLC | 8.8M | $775.3M | 0.9% | $58.18 | +48.95% | 7 qtrssince 2023-Q3 | Increased 47 |
Boston Partners manages $82.7B across 702 positions as of Q1 2025. Top holdings: JPM (2.2%), COR (1.8%), ABBV (1.6%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 77 new positions, 82 exits, 303 increased. Top move: MCK (INCREASED, conviction 65). Portfolio: $82.7B across 702 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR