Boston Partners
Institutional investor · Portfolio as of Q1 2025
Top Holdings702 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 7.4M | $1.8B | 2.2% | $101.36 | +134.77% | 26 qtrssince 2018-Q4 | Decreased 0 |
AMERISOURCEBERGEN CORP | 5.4M | $1.5B | 1.8% | $125.79 | +117.22% | 26 qtrssince 2018-Q4 | Increased 54 |
ABBVIE INC | 6.3M | $1.3B | 1.6% | $153.35 | +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 FINANCIAL HOLDINGS INC | 3.5M | $1.1B | 1.4% | $251.49 | +29.40% | 26 qtrssince 2018-Q4 | Decreased 0 |
SYSCO CORP | 15.2M | $1.1B | 1.4% | $73.69 | -2.18% | 3 qtrssince 2024-Q3 | Increased 62 |
US FOODS HOLDING CORP | 16.5M | $1.1B | 1.3% | $43.88 | +47.07% | 18 qtrssince 2020-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 2M | $1.1B | 1.3% | $406.42 | +24.45% | 26 qtrssince 2018-Q4 | Increased 62 |
ALPHABET INC-CL A | 6.5M | $1B | 1.2% | $102.57 | +50.04% | 26 qtrssince 2018-Q4 | Increased 54 |
PHILIP MORRIS INTERNATIONAL | 6.2M | $990.3M | 1.2% | $87.35 | +73.08% | 26 qtrssince 2018-Q4 | Increased 50 |
MCKESSON CORP | 1.5M | $984.9M | 1.2% | $364.96 | +82.48% | 26 qtrssince 2018-Q4 | Increased 65 |
NORFOLK SOUTHERN 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% | $11.03 | +30.51% | 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 |
SCHLUMBERGER LTD | 19.8M | $824.2M | 1.0% | $32.41 | +25.38% | 26 qtrssince 2018-Q4 | Increased 56 |
FIDELITY NATIONAL INFO SERV | 10.7M | $800.4M | 1.0% | $74.74 | -3.10% | 26 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETROLEUM CORP | 5.4M | $791.3M | 1.0% | $97.73 | +45.07% | 26 qtrssince 2018-Q4 | Increased 64 |
CHECK POINT SOFTWARE TECH | 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 Rating: 2/5.0.
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
Top Winners
Top Losers
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