Boston Partners
Institutional investor · Portfolio as of Q2 2025
Top Holdings707 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 7.3M | $2.1B | 2.4% | $101.36 | +179.27% | 27 qtrssince 2018-Q4 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 3.7M | $1.4B | 1.5% | $256.96 | +45.28% | 27 qtrssince 2018-Q4 | Increased 53 |
AMERISOURCEBERGEN CORP | 4.4M | $1.3B | 1.5% | $125.79 | +136.78% | 27 qtrssince 2018-Q4 | Decreased 0 |
AUTOZONE INC | 321,840 | $1.2B | 1.3% | $1,131.75 | +218.93% | 26 qtrssince 2019-Q1 | Decreased 0 |
US FOODS HOLDING CORP | 15.2M | $1.2B | 1.3% | $43.88 | +76.10% | 19 qtrssince 2020-Q4 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.2M | $1.1B | 1.3% | $87.36 | +103.45% | 27 qtrssince 2018-Q4 | Increased 50 |
ORACLE CORP | 4.8M | $1.1B | 1.2% | $108.75 | +92.07% | 27 qtrssince 2018-Q4 | Increased 51 |
MICROCHIP TECHNOLOGY INC | 14.8M | $1B | 1.2% | — | — | — | — |
| 20.6M | $1B | 1.1% | $4.78 | — | 27 qtrssince 2018-Q4 | Increased 52 | |
MARATHON PETROLEUM CORP | 6.2M | $1B | 1.1% | $105.61 | +56.85% | 27 qtrssince 2018-Q4 | Increased 57 |
HUNTINGTON BANCSHARES INC | 60.9M | $1B | 1.1% | $11.27 | +44.76% | 27 qtrssince 2018-Q4 | Increased 53 |
SYSCO CORP | 12.9M | $980.9M | 1.1% | $73.69 | -0.31% | 4 qtrssince 2024-Q3 | Decreased 0 |
NORFOLK SOUTHERN CORP | 3.8M | $964.5M | 1.1% | $230.40 | +8.65% | 16 qtrssince 2021-Q3 | Decreased 0 |
FIDELITY NATIONAL INFO SERV | 11.8M | $958.5M | 1.1% | $75.22 | +6.14% | 27 qtrssince 2018-Q4 | Increased 56 |
ABBVIE INC | 5M | $921.9M | 1.0% | $153.35 | +16.40% | 27 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 1.2M | $913.1M | 1.0% | $364.96 | +98.44% | 27 qtrssince 2018-Q4 | Decreased 0 |
CRH PLC | 9.7M | $888.8M | 1.0% | $60.99 | +48.85% | 8 qtrssince 2023-Q3 | Increased 49 |
WALT DISNEY CO/THE | 6.9M | $856.6M | 1.0% | $113.94 | +6.65% | 3 qtrssince 2024-Q4 | Increased 69 |
UBER TECHNOLOGIES INC | 9.2M | $852.8M | 0.9% | $64.80 | +41.26% | 3 qtrssince 2024-Q4 | Increased 45 |
AMAZON.COM INC | 3.7M | $808.6M | 0.9% | $223.29 | 0.00% | 3 qtrssince 2024-Q4 | Increased 72 |
Boston Partners manages $90B across 707 positions as of Q2 2025. Top holdings: JPM (2.4%), LPLA (1.5%), COR (1.5%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 2/5.0.
Active quarter - 68 new positions, 63 exits, 342 increased. Top move: AMZN (INCREASED, conviction 72). Portfolio: $90.0B across 707 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