Latest Boston Partners Stock Portfolio

Boston Partners Performance:

2025 Q4: 1.53%YTD: 13.26%2024: 10.95%

Performance for 2025 Q4 is 1.53%, and YTD is 13.26%, and 2024 is 10.95%.

About Boston Partners and 13F Hedge Fund Stock Holdings

Boston Partners is a hedge fund based in Boston, MA. On 2026-02-13, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Partners reported an equity portfolio of $96.6 Billions as of 31 Dec, 2025.

The top stock holdings of Boston Partners are JPM, ABC, LPLA. The fund has invested 2.4% of it's portfolio in JPMORGAN CHASE & CO. and 1.5% of portfolio in CENCORA INC.

The fund managers got completely rid off HARLEY DAVIDSON INC (HOG), VIMEO INC (VMEO) and KENVUE INC stocks. They significantly reduced their stock positions in BATH & BODY WORKS INC (BBWI), SHIFT4 PMTS INC (FOUR) and BROWN & BROWN INC (BRO). Boston Partners opened new stock positions in META PLATFORMS INC (META), GILEAD SCIENCES INC (GILD) and LABCORP HOLDINGS INC. The fund showed a lot of confidence in some stocks as they added substantially to CYTEK BIOSCIENCES INC (CTKB), AMN HEALTHCARE SVCS INC (AMN) and XCEL ENERGY INC (XEL).

Boston Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Partners made a return of 1.53% in the last quarter. In trailing 12 months, it's portfolio return was 13.26%.

Performance
S&P 500

New Buys

Ticker	$ Bought
meta platforms inc	733,356,000
gilead sciences inc	517,808,000
labcorp holdings inc	480,271,000
epam sys inc	349,428,000
lululemon athletica inc	304,875,000
biogen inc	302,815,000
yum brands inc	168,604,000
vontier corporation	132,438,000

New stocks bought by Boston Partners

Additions

Ticker	% Inc.
cytek biosciences inc	13,369
amn healthcare svcs inc	7,583
xcel energy inc	4,530
gibraltar inds inc	3,483
caredx inc	2,776
driven brands hldgs inc	1,300
otis worldwide corp	1,185
ishares tr	537

Additions to existing portfolio by Boston Partners

Reductions

Ticker	% Reduced
slm corp	-93.06
maplebear inc	-92.38
oneok inc new	-86.89
fidelity natl information sv	-86.57
equifax inc	-81.39
dupont de nemours inc	-79.69
enovis corporation	-77.56
alphabet inc	-75.27

Boston Partners reduced stake in above stock

Sold off

None of the stocks were completely sold off by Boston Partners

Sector Distribution

Boston Partners has about 19.5% of it's holdings in Financial Services sector.

Sector	%
Financial Services	19.5
Industrials	14.5
Others	13.2
Technology	13
Consumer Cyclical	9.4
Healthcare	8.7
Energy	5
Consumer Defensive	4.5
Utilities	3.3
Communication Services	3.1
Basic Materials	3
Real Estate	2.5

Market Cap. Distribution

Boston Partners has about 74.3% of it's portfolio invested in the large-cap and mega-cap stocks.

Category	%
LARGE-CAP	58.6
MEGA-CAP	15.7
UNALLOCATED	12.3
MID-CAP	11.8
SMALL-CAP	1.3

Stocks belong to which Index?

About 66.7% of the stocks held by Boston Partners either belong to S&P 500 or RUSSELL 2000 index.

Index	%
S&P 500	60.3
Others	33.4
RUSSELL 2000	6.4

Top 5 Winners (%)		%
XLB	select sector spdr tr	77.5 %
QSR	restaurant brands intl inc	69.7 %
AA	alcoa corp	59.3 %
MU	micron technology inc	58.9 %
SQM	sociedad quimica y minera de	50.6 %

Top 5 Winners ($)		$
MU	micron technology inc	527.4 M
KGC	kinross gold corp	177.5 M
GOOG	alphabet inc	170.0 M
AMAT	applied matls inc	161.7 M
IQV	iqvia hldgs inc	136.2 M

Top 5 Losers (%)		%
FOXF	fox factory hldg corp	-56.6 %
JFIN	jiayin group inc	-43.5 %
	fiserv inc	-43.4 %
UPLD	upland software inc	-37.5 %
AAP	advance auto parts inc	-35.2 %

Top 5 Losers ($)		$
ORCL	oracle corp	-242.3 M
AZO	autozone inc	-228.0 M
MPC	marathon pete corp	-183.6 M
UBER	uber technologies inc	-149.4 M
URI	united rentals inc	-107.1 M

Boston Partners Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of Boston Partners

Boston Partners has 752 stocks in it's portfolio. About 13.1% of the portfolio is in top 10 stocks. ORCL proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Boston Partners last quarter.

Last Reported on: 13 Feb, 2026

Ticker	Namesorted ascending	% Portfolio	Shares Held	$ Value	Type	% Change
AA	alcoa corp	0.00	76,839	4,083,220	reduced	-7.4

ABBV	abbvie inc	0.80	3,400,220	775,923,000	reduced	-10.85

ABC	cencora inc	1.47	4,196,540	1,418,420,000	reduced	-6.93

ABM	abm inds inc	0.04	790,292	33,628,800	reduced	-8.27

ACLS	axcelis technologies inc	0.04	422,435	35,065,700	reduced	-9.88

ACM	aecom	0.01	129,707	12,365,300	added	13.67

ACN	accenture plc ireland	0.09	311,611	83,640,300	reduced	-4.78

ADI	analog devices inc	0.12	441,731	119,943,000	reduced	-4.79

ADUS	addus homecare corp	0.02	197,153	21,268,400	reduced	-6.48

AGM	federal agric mtg corp	0.06	345,551	60,190,800	added	2.01

AGO	assured guaranty ltd	0.07	766,651	68,329,600	reduced	-3.1

AIG	american intl group inc	0.17	1,898,520	162,092,000	reduced	-4.81

AIZ	assurant inc	0.01	45,527	10,965,500	reduced	-10.94

AJG	gallagher arthur j & co	0.22	830,159	214,765,000	reduced	-19.58

ALGN	align technology inc	0.01	49,225	7,687,500	new

ALL	allstate corp	0.53	2,451,740	509,369,000	reduced	-19.64

ALLE	allegion plc	0.76	4,612,900	734,689,000	reduced	-2.81

ALSN	allison transmission hldgs i	0.23	2,316,240	226,879,000	added	13.63

AMAT	applied matls inc	0.74	2,774,320	719,526,000	reduced	-13.54

AME	ametek inc	0.28	1,308,550	268,702,000	reduced	-2.5