Boston Partners
Institutional investor · Portfolio as of Q4 2025
Top Holdings753 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
JPMORGAN CHASE & CO | 7.2M | $2.3B | 2.4% | $106.11 | +203.44% | 29 qtrssince 2018-Q4 | Decreased 0 |
AMERISOURCEBERGEN CORP | 4.2M | $1.4B | 1.5% | $129.39 | +162.35% | 29 qtrssince 2018-Q4 | Decreased 0 |
LPL FINANCIAL HOLDINGS INC | 3.6M | $1.3B | 1.3% | $256.96 | +38.61% | 29 qtrssince 2018-Q4 | Decreased 0 |
US FOODS HOLDING CORP | 16.2M | $1.2B | 1.3% | $45.87 | +65.52% | 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% | $8.91 | +221.20% | 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% | $11.49 | +52.06% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICRON TECHNOLOGY INC | 3.5M | $1B | 1.1% | $85.70 | +241.45% | 27 qtrssince 2019-Q2 | Decreased 0 |
PHILIP MORRIS INTERNATIONAL | 6.3M | $1B | 1.1% | $95.55 | +69.49% | 29 qtrssince 2018-Q4 | Decreased 0 |
MCKESSON CORP | 1.2M | $1B | 1.0% | $389.77 | +112.26% | 29 qtrssince 2018-Q4 | Decreased 0 |
MARATHON PETROLEUM CORP | 6.1M | $997.9M | 1.0% | $107.63 | +52.21% | 29 qtrssince 2018-Q4 | Decreased 0 |
MICROCHIP TECHNOLOGY INC | 15.2M | $974.2M | 1.0% | — | — | — | — |
IQVIA HOLDINGS INC | 4.1M | $923.3M | 1.0% | $186.82 | +21.88% | 2 qtrssince 2025-Q3 | Increased 51 |
WALT DISNEY CO/THE | 8.1M | $919.6M | 1.0% | $114.05 | +0.65% | 5 qtrssince 2024-Q4 | Increased 51 |
WELLS FARGO & CO | 9.6M | $895.5M | 0.9% | $44.64 | +105.39% | 29 qtrssince 2018-Q4 | Increased 47 |
DIAMONDBACK ENERGY INC | 5.6M | $838.5M | 0.9% | $156.10 | -5.31% | 29 qtrssince 2018-Q4 | Decreased 0 |
KEYSIGHT TECHNOLOGIES IN | 4M | $819.5M | 0.8% | $153.86 | +33.89% | 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 Rating: 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
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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