Boston Partners
Institutional investor · Portfolio as of Q4 2025
Top Holdings753 positions
JPMORGAN CHASE & CO. | 7.2M | $2.3B | 2.4% | $97.34 | +224.77% | 29 qtrssince 2018-Q4 | Decreased 0 |
CENCORA INC | 4.2M | $1.4B | 1.5% | $129.39 | +162.35% | 29 qtrssince 2018-Q4 | Decreased 0 |
LPL FINL HLDGS INC | 3.6M | $1.3B | 1.3% | $256.84 | +38.67% | 29 qtrssince 2018-Q4 | Decreased 0 |
US FOODS HLDG CORP | 16.2M | $1.2B | 1.3% | $46.06 | +63.53% | 21 qtrssince 2020-Q4 | Increased 50 |
AMAZON COM INC | 5M | $1.1B | 1.2% | $223.35 | +4.11% | 5 qtrssince 2024-Q4 | Increased 52 |
KINROSS GOLD CORP | 38.1M | $1.1B | 1.2% | $8.89 | +215.35% | 23 qtrssince 2020-Q2 | Decreased 0 |
CRH PLC | 8.8M | $1.1B | 1.1% | $61.94 | +99.26% | 10 qtrssince 2023-Q3 | Decreased 0 |
HUNTINGTON BANCSHARES INC | 58.9M | $1B | 1.1% | $10.77 | +56.56% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 3.5M | $1B | 1.1% | $84.86 | +236.15% | 27 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTL INC | 6.3M | $1B | 1.1% | $92.96 | +68.17% | 29 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 1.2M | $1B | 1.0% | $385.09 | +112.37% | 29 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETE CORP | 6.1M | $997.9M | 1.0% | $106.98 | +50.27% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROCHIP TECHNOLOGY INC. | 15.2M | $974.2M | 1.0% | $63.66 | -1.58% | 16 qtrssince 2022-Q1 | Decreased 0 |
IQVIA HLDGS INC | 4.1M | $923.3M | 1.0% | $194.55 | +15.87% | 2 qtrssince 2025-Q3 | Increased 51 |
DISNEY WALT CO | 8.1M | $919.6M | 1.0% | $113.95 | -0.92% | 5 qtrssince 2024-Q4 | Increased 51 |
WELLS FARGO CO NEW | 9.6M | $895.5M | 0.9% | $44.22 | +107.34% | 29 qtrssince 2018-Q4 | Increased 47 |
DIAMONDBACK ENERGY INC | 5.6M | $838.5M | 0.9% | $156.10 | -5.32% | 29 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES INC | 4M | $819.5M | 0.8% | $153.81 | +32.11% | 8 qtrssince 2024-Q1 | Decreased 0 |
AUTOZONE INC | 237,024 | $804.5M | 0.8% | $1,120.50 | +202.68% | 28 qtrssince 2019-Q1 | Decreased 0 |
FIRSTENERGY CORP | 17.8M | $796.7M | 0.8% | $36.01 | +20.68% | 14 qtrssince 2022-Q3 | Decreased 0 |
Boston Partners manages $96.6B across 753 positions as of Q4 2025. Top holdings: JPM (2.4%), COR (1.5%), LPLA (1.3%). Fund DNA: Balanced Allocator. HoldingsIntel Score: 3/5.0.
Active quarter - 69 new positions, 70 exits, 223 increased. Top move: AMZN (INCREASED, conviction 52). Portfolio: $96.6B across 753 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
Verify source filings on SEC EDGAR