Latest Boston Partners Stock Portfolio
Boston Partners Performance:
2025 Q3: 5.49%YTD: 9.24%2024: 10.07%
Performance for 2025 Q3 is 5.49%, and YTD is 9.24%, and 2024 is 10.07%.
About Boston Partners and 13F Hedge Fund Stock Holdings
Boston Partners is a hedge fund based in BOSTON, MA. On 22-Aug-2023, the fund reported that it had an AUM (Regulated Assets under Management) of $84.6 Billions. In it's latest 13F Holdings report, Boston Partners reported an equity portfolio of $97.4 Billions as of 30 Sep, 2025.
The top stock holdings of Boston Partners are JPM, ABC, USFD. The fund has invested 2.4% of it's portfolio in JPMORGAN CHASE & CO. and 1.4% of portfolio in CENCORA INC.
The fund managers got completely rid off FORTIVE CORP (FTV), CHORD ENERGY CORPORATION (CHRD) and CROCS INC (CROX) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC), GILDAN ACTIVEWEAR INC and KEMPER CORP (KMPR). Boston Partners opened new stock positions in IQVIA HLDGS INC (IQV), CUMMINS INC (CMI) and FEDEX CORP (FDX). The fund showed a lot of confidence in some stocks as they added substantially to V2X INC (VVX), M & T BK CORP (MTB) and MESA LABS INC (MLAB).
The top stock holdings of Boston Partners are JPM, ABC, USFD. The fund has invested 2.4% of it's portfolio in JPMORGAN CHASE & CO. and 1.4% of portfolio in CENCORA INC.
The fund managers got completely rid off FORTIVE CORP (FTV), CHORD ENERGY CORPORATION (CHRD) and CROCS INC (CROX) stocks. They significantly reduced their stock positions in NORFOLK SOUTHN CORP (NSC), GILDAN ACTIVEWEAR INC and KEMPER CORP (KMPR). Boston Partners opened new stock positions in IQVIA HLDGS INC (IQV), CUMMINS INC (CMI) and FEDEX CORP (FDX). The fund showed a lot of confidence in some stocks as they added substantially to V2X INC (VVX), M & T BK CORP (MTB) and MESA LABS INC (MLAB).
Boston Partners Annual Return Estimates Vs S&P 500
Our best estimate is that Boston Partners made a return of 5.49% in the last quarter. In trailing 12 months, it's portfolio return was 7.82%.
New Buys
| Ticker | $ Bought |
|---|---|
| iqvia hldgs inc | 676,698,000 |
| cummins inc | 473,471,000 |
| fedex corp | 468,195,000 |
| novo-nordisk a s | 310,199,000 |
| old dominion freight line in | 292,599,000 |
| ge healthcare technologies i | 287,627,000 |
| d r horton inc | 274,784,000 |
| williams sonoma inc | 254,778,000 |
New stocks bought by Boston Partners
Additions
| Ticker | % Inc. |
|---|---|
| v2x inc | 5,323 |
| m & t bk corp | 3,440 |
| mesa labs inc | 2,009 |
| itau unibanco hldg s a | 1,667 |
| icon plc | 1,207 |
| upwork inc | 785 |
| first bancorp p r | 767 |
| methanex corp | 685 |
Additions to existing portfolio by Boston Partners
Reductions
| Ticker | % Reduced |
|---|---|
| kemper corp | -94.15 |
| oneok inc new | -91.32 |
| molina healthcare inc | -91.12 |
| portland gen elec co | -90.04 |
| mosaic co new | -89.88 |
| lennar corp | -84.53 |
| elevance health inc formerly | -83.73 |
| lam research corp | -79.34 |
Boston Partners reduced stake in above stock
Sold off
Sector Distribution
Boston Partners has about 19.4% of it's holdings in Financial Services sector.
| Sector | % |
|---|---|
| Financial Services | 19.4 |
| Industrials | 14.5 |
| Technology | 13.8 |
| Others | 12 |
| Consumer Cyclical | 9.8 |
| Healthcare | 7.1 |
| Energy | 5.2 |
| Consumer Defensive | 5.1 |
| Basic Materials | 3.9 |
| Utilities | 3.5 |
| Communication Services | 3.2 |
| Real Estate | 2.6 |
Market Cap. Distribution
Boston Partners has about 72.3% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| LARGE-CAP | 62.2 |
| MID-CAP | 14.3 |
| UNALLOCATED | 11.7 |
| MEGA-CAP | 10.1 |
| SMALL-CAP | 1.6 |
Stocks belong to which Index?
About 66.1% of the stocks held by Boston Partners either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| S&P 500 | 59.6 |
| Others | 33.9 |
| RUSSELL 2000 | 6.5 |
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 753 stocks in it's portfolio. About 13.5% of the portfolio is in top 10 stocks. FIS proved to be the most loss making stock for the portfolio. ORCL was the most profitable stock for Boston Partners last quarter.
Last Reported on: 13 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| ABBV | abbvie inc | 0.91 | 3,814,090 | 882,984,000 | reduced | -22.99 | ||
| ABC | cencora inc | 1.45 | 4,509,160 | 1,409,150,000 | added | 2.03 | ||
| ABM | abm inds inc | 0.04 | 861,548 | 39,692,800 | reduced | -0.89 | ||
| ACLS | axcelis technologies inc | 0.05 | 468,741 | 44,903,400 | reduced | -1.12 | ||
| ACM | aecom | 0.01 | 114,113 | 14,888,800 | reduced | -1.28 | ||
| ACN | accenture plc ireland | 0.08 | 327,261 | 80,727,600 | new | |||
| ADI | analog devices inc | 0.12 | 463,966 | 114,092,000 | reduced | -7.96 | ||
| ADUS | addus homecare corp | 0.03 | 210,812 | 24,711,900 | added | 0.04 | ||
| AGM | federal agric mtg corp | 0.06 | 338,751 | 56,573,000 | reduced | -19.47 | ||
| AGNC | agnc invt corp | 0.01 | 813,056 | 7,960,260 | reduced | -1.95 | ||
| AGO | assured guaranty ltd | 0.07 | 791,181 | 66,760,600 | reduced | -0.94 | ||
| AIG | american intl group inc | 0.16 | 1,994,530 | 156,950,000 | reduced | -7.92 | ||
| AIZ | assurant inc | 0.01 | 51,119 | 11,072,900 | added | 60.87 | ||
| AJG | gallagher arthur j & co | 0.33 | 1,032,250 | 319,587,000 | added | 40.00 | ||
| ALL | allstate corp | 0.67 | 3,050,780 | 654,652,000 | added | 14.88 | ||
| ALLE | allegion plc | 0.86 | 4,746,450 | 842,026,000 | added | 1.03 | ||
| ALSN | allison transmission hldgs i | 0.18 | 2,038,430 | 173,093,000 | added | 117 | ||
| AMAT | applied matls inc | 0.68 | 3,208,760 | 658,783,000 | reduced | -9.27 | ||
| AME | ametek inc | 0.26 | 1,342,120 | 252,413,000 | reduced | -11.62 | ||
| AMG | affiliated managers group in | 0.28 | 1,157,340 | 275,957,000 | added | 2.14 | ||