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Robeco Institutional Asset Management B.V. 13F 持仓明细(2026-03-31) · 小隐寺数据中心
Robeco Institutional Asset Management B.V.
报告期 2026-03-31 · CIK 0001418773
持仓数
842
前50大市值合计
$36.88B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q1
20Q4
25Q2 调仓
2025-03-31 → 2025-06-30 · 共 150 项
建仓 1
增持 107
减持 41
清仓 1
方向
标的
Δ市值
现股数(环比)
增持
NVDA
NVIDIA CORPORATION
+$1.43B
23,975,126
+10%
增持
MSFT
MICROSOFT CORP
+$1.37B
7,129,402
+23%
增持
NFLX
NETFLIX INC
+$479.2M
806,606
+25%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
AVGO
BROADCOM INC
+$398.9M
3,436,613
+5%
减持
UNH
UNITEDHEALTH GROUP INC
-$309.5M
202,195
-72%
减持
META
META PLATFORMS INC
+$300.4M
2,185,545
-4%
增持
GOOGL
ALPHABET INC
+$242.7M
8,573,799
+5%
减持
ABBV
ABBVIE INC
-$225.2M
3,162,653
-18%
增持
JPM
JPMORGAN CHASE & CO.
+$218.9M
3,690,397
+6%
增持
V
VISA INC
+$218.2M
3,139,138
+23%
增持
ANET
ARISTA NETWORKS INC
+$207.3M
3,068,064
+123%
增持
MELI
MERCADOLIBRE INC
+$204.5M
153,118
+53%
减持
AMZN
AMAZON COM INC
-$177.4M
7,564,927
-22%
增持
VRSN
VERISIGN INC
+$164.9M
860,068
+161%
增持
CVS
CVS HEALTH CORP
+$164.0M
2,663,111
+815%
减持
PDD
PDD HOLDINGS INC
-$151.4M
1,232,727
-48%
增持
—
SPOTIFY TECHNOLOGY S A
+$146.4M
495,185
+17%
增持
DASH
DOORDASH INC
+$142.0M
1,003,268
+74%
增持
GOOG
ALPHABET INC
+$139.1M
2,583,976
+26%
增持
JBL
JABIL INC
+$137.0M
636,776
+4593%
增持
—
TRANE TECHNOLOGIES PLC
+$135.8M
1,281,056
+2%
增持
GEV
GE VERNOVA INC
+$133.0M
301,706
+246%
减持
TMO
THERMO FISHER SCIENTIFIC INC
-$130.9M
525,876
-24%
减持
FISV
FISERV INC
-$129.3M
586,290
-44%
增持
KLAC
KLA CORP
+$128.9M
215,457
+128%
增持
C
CITIGROUP INC
+$128.5M
3,085,496
+63%
增持
AMAT
APPLIED MATLS INC
+$124.9M
1,202,539
+83%
减持
BLDR
BUILDERS FIRSTSOURCE INC
-$124.7M
106,577
-90%
增持
ROK
ROCKWELL AUTOMATION INC
+$120.1M
399,309
+721%
增持
CME
CME GROUP INC
+$118.2M
721,154
+137%
增持
VEEV
VEEVA SYS INC
+$116.8M
749,418
+75%
增持
ICE
INTERCONTINENTAL EXCHANGE IN
+$113.6M
1,563,534
+56%
增持
DE
DEERE & CO
+$112.3M
243,914
+875%
增持
LRCX
LAM RESEARCH CORP
+$111.3M
1,854,296
+95%
增持
CTAS
CINTAS CORP
+$111.2M
767,857
+163%
增持
RSG
REPUBLIC SVCS INC
+$109.5M
806,409
+118%
减持
AZO
AUTOZONE INC
-$109.4M
74,713
-26%
增持
TGT
TARGET CORP
+$104.7M
1,335,693
+415%
增持
EQH
EQUITABLE HLDGS INC
+$104.3M
2,166,713
+553%
增持
TSLA
TESLA INC
+$102.9M
1,228,265
+11%
增持
PYPL
PAYPAL HLDGS INC
+$101.3M
5,726,695
+15%
增持
CRM
SALESFORCE INC
+$100.7M
1,822,384
+23%
增持
FOXA
FOX CORP
+$100.5M
3,698,858
+96%
增持
PANW
PALO ALTO NETWORKS INC
+$100.2M
854,053
+95%
增持
BSX
BOSTON SCIENTIFIC CORP
+$96.8M
3,145,777
+32%
增持
CDNS
CADENCE DESIGN SYSTEM INC
+$96.8M
350,814
+686%
增持
ADP
AUTOMATIC DATA PROCESSING IN
+$96.3M
649,511
+91%
减持
ISRG
INTUITIVE SURGICAL INC
-$96.0M
147,976
-58%
增持
EL
LAUDER ESTEE COS INC
+$94.2M
1,224,695
+1600%
增持
SYF
SYNCHRONY FINANCIAL
+$93.7M
3,159,748
+43%
增持
EMR
EMERSON ELEC CO
+$93.6M
905,947
+265%
增持
IBN
ICICI BANK LIMITED
+$93.0M
17,370,769
+11%
增持
TRV
TRAVELERS COMPANIES INC
+$92.9M
738,901
+86%
增持
—
JOHNSON CTLS INTL PLC
+$91.4M
1,344,646
+113%
增持
ZS
ZSCALER INC
+$89.2M
323,351
+422%
减持
AXP
AMERICAN EXPRESS CO
-$88.9M
118,297
-75%
增持
TWLO
TWILIO INC
+$88.6M
1,418,754
+58%
增持
NEM
NEWMONT CORP
+$88.5M
1,581,171
+2004%
增持
BALL
BALL CORP
+$87.3M
1,816,827
+549%
增持
WSM
WILLIAMS SONOMA INC
+$85.5M
591,690
+740%
减持
UNP
UNION PAC CORP
-$85.4M
799,067
-30%
增持
INTU
INTUIT
+$85.3M
246,238
+39%
增持
UBER
UBER TECHNOLOGIES INC
+$85.0M
2,750,496
+17%
增持
FFIV
F5 INC
+$83.1M
789,283
+41%
增持
ARM
ARM HOLDINGS PLC
+$82.8M
520,465
+3853%
增持
INCY
INCYTE CORP
+$78.3M
2,386,311
+72%
增持
T
AT&T INC
+$78.2M
13,528,471
+22%
增持
AIG
AMERICAN INTL GROUP INC
+$77.4M
929,330
+3746%
增持
AKAM
AKAMAI TECHNOLOGIES INC
+$77.2M
1,027,175
+1663%
增持
VRTX
VERTEX PHARMACEUTICALS INC
+$75.9M
329,391
+126%
增持
KR
KROGER CO
+$74.9M
2,185,530
+81%
增持
EBAY
EBAY INC.
+$74.7M
2,659,952
+46%
增持
SNPS
SYNOPSYS INC
+$72.9M
179,624
+302%
增持
WAB
WABTEC
+$72.6M
778,156
+56%
增持
MRVL
MARVELL TECHNOLOGY INC
+$72.1M
1,634,880
+85%
增持
MA
MASTERCARD INCORPORATED
+$71.8M
864,646
+14%
增持
HUBB
HUBBELL INC
+$71.6M
191,748
+849%
增持
MSCI
MSCI INC
+$71.0M
179,022
+214%
增持
HDB
HDFC BANK LTD
+$70.6M
4,637,982
+8%
减持
BKR
BAKER HUGHES COMPANY
-$70.4M
369,879
-81%
增持
ZM
ZOOM COMMUNICATIONS INC
+$70.3M
2,137,093
+64%
增持
—
ALLEGION PLC
+$69.7M
593,298
+391%
减持
MRSH
MARSH & MCLENNAN COS INC
-$69.7M
1,889,293
-4%
增持
VRT
VERTIV HOLDINGS CO
+$69.3M
786,152
+79%
增持
CSCO
CISCO SYS INC
+$68.7M
5,554,285
+8%
增持
SSNC
SS&C TECHNOLOGIES HLDGS INC
+$68.4M
1,787,419
+88%
减持
MSI
MOTOROLA SOLUTIONS INC
-$68.2M
552,839
-20%
增持
VZ
VERIZON COMMUNICATIONS INC
+$68.0M
5,724,313
+44%
增持
VLTO
VERALTO CORP
+$67.9M
1,064,810
+162%
减持
MCO
MOODYS CORP
-$67.7M
158,668
-50%
增持
AWK
AMERICAN WTR WKS CO INC NEW
+$66.3M
531,260
+928%
增持
COIN
COINBASE GLOBAL INC
+$66.1M
257,217
+84%
减持
SPGI
S&P GLOBAL INC
-$65.9M
533,920
-22%
减持
WMT
WALMART INC
-$65.9M
3,010,142
-27%
增持
GLW
CORNING INC
+$65.9M
1,801,411
+186%
增持
STLD
STEEL DYNAMICS INC
+$65.5M
1,675,973
+41%
增持
DIS
DISNEY WALT CO
+$64.9M
847,655
+108%
减持
TSM
TAIWAN SEMICONDUCTOR MFG LTD
+$62.4M
1,130,637
-3%
减持
BKNG
BOOKING HOLDINGS INC
+$61.9M
83,817
-9%
增持
ED
CONSOLIDATED EDISON INC
+$61.1M
1,327,643
+104%
减持
TRGP
TARGA RES CORP
-$59.0M
15,755
-95%
减持
CL
COLGATE PALMOLIVE CO
-$58.9M
2,210,555
-20%
增持
SJM
SMUCKER J M CO
+$58.8M
613,910
+4906%
增持
SE
SEA LTD
+$58.1M
1,020,768
+27%
增持
CAG
CONAGRA BRANDS INC
+$57.9M
4,120,156
+315%
增持
PFE
PFIZER INC
+$57.8M
10,151,483
+37%
增持
AAPL
APPLE INC
-$56.3M
13,138,933
+6%
增持
GEN
GEN DIGITAL INC
+$56.2M
2,419,895
+329%
增持
HIG
HARTFORD INSURANCE GROUP INC
+$55.9M
1,493,077
+38%
减持
MAR
MARRIOTT INTL INC NEW
-$55.8M
6,900
-97%
增持
RBLX
ROBLOX CORP
+$55.6M
847,544
+47%
减持
INFY
INFOSYS LTD
-$55.4M
24,134,002
-12%
减持
—
MEDTRONIC PLC
-$54.3M
134,433
-82%
减持
KMB
KIMBERLY-CLARK CORP
-$53.0M
316,154
-52%
减持
LLY
ELI LILLY & CO
-$53.0M
676,045
-4%
增持
NWSA
NEWS CORP NEW
+$52.0M
1,904,943
+1025%
增持
CLX
CLOROX CO DEL
+$51.1M
1,083,723
+102%
减持
AVB
AVALONBAY CMNTYS INC
-$50.9M
102,355
-69%
减持
ITUB
ITAU UNIBANCO HLDG S A
+$49.5M
41,284,343
-2%
增持
IDXX
IDEXX LABS INC
+$48.9M
207,228
+40%
增持
KT
KT CORP
+$47.0M
6,987,472
+26%
减持
REGN
REGENERON PHARMACEUTICALS
-$46.3M
47,708
-58%
增持
GFI
GOLD FIELDS LTD
+$45.5M
3,308,969
+123%
增持
HWM
HOWMET AEROSPACE INC
+$42.9M
431,296
+50%
增持
WMB
WILLIAMS COS INC
+$42.5M
1,258,552
+106%
增持
GILD
GILEAD SCIENCES INC
+$42.3M
3,742,656
+13%
增持
PODD
INSULET CORP
+$42.0M
204,494
+141%
增持
RDY
DR REDDYS LABS LTD
+$41.5M
12,163,428
+14%
减持
PBR/A
PETROLEO BRASILEIRO SA PETRO
-$41.4M
22,363,929
-3%
减持
BRK/B
BERKSHIRE HATHAWAY INC DEL
-$41.2M
318,110
-13%
建仓
—
ON HLDG AG
+$41.2M
791,700
减持
GDDY
GODADDY INC
-$39.4M
94,028
-70%
增持
IBM
INTERNATIONAL BUSINESS MACHS
+$39.0M
744,436
+3%
增持
PG
PROCTER AND GAMBLE CO
+$39.0M
2,312,668
+20%
增持
COR
CENCORA INC
+$38.5M
178,345
+232%
减持
VIV
TELEFONICA BRASIL SA
+$37.9M
15,264,157
-2%
增持
MTD
METTLER TOLEDO INTERNATIONAL
+$37.0M
69,973
+83%
增持
TME
TENCENT MUSIC ENTMT GROUP
+$36.3M
1,935,048
+1847%
减持
AMP
AMERIPRISE FINL INC
-$34.6M
333,016
-24%
增持
TTWO
TAKE-TWO INTERACTIVE SOFTWAR
+$34.1M
453,665
+24%
增持
CCI
CROWN CASTLE INC
+$32.8M
394,281
+435%
减持
TCOM
TRIP COM GROUP LTD
-$31.8M
970,223
-30%
减持
IFF
INTERNATIONAL FLAVORS&FRAGRA
-$30.7M
260,280
-59%
减持
WBD
WARNER BROS DISCOVERY INC
-$30.3M
509,280
-85%
增持
MSTR
MICROSTRATEGY INC
+$30.2M
125,650
+76%
增持
HUM
HUMANA INC
+$30.0M
175,208
+261%
减持
KO
COCA COLA CO
-$29.9M
1,059,390
-28%
减持
PLD
PROLOGIS INC.
-$29.5M
424,119
-36%
清仓
—
BANCOLOMBIA S A
-$29.2M
0
-100%
减持
CMI
CUMMINS INC
-$29.0M
329,414
-25%
