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Latest Boston Partners Stock Portfolio

$95.47Billion | No. of Holdings #765

Boston Partners Performance

2026 Q1+0.29%
YTD+0.29%
2025+13.26%

About Boston Partners and 13F Hedge Fund Stock Holdings

Boston Partners is a hedge fund based in Boston, MA. On 2026-05-11, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Partners reported an equity portfolio of $95.5 Billions as of 31 Mar, 2026. <br><br> The top stock holdings of Boston Partners are JPM, USFD, ABC. The fund has invested 2.2% of it's portfolio in JPMORGAN CHASE & CO and 1.6% of portfolio in US FOODS HLDG CORP. <br><br> The fund managers got completely rid off ASTRAZENECA PLC (AZN), CARLYLE GROUP INC (CG) and LULULEMON ATHLETICA INC (LULU) stocks. They significantly reduced their stock positions in BXP INC (BXP), AUTONATION INC (AN) and SEAGATE TECHNOLOGY HLDNGS PL (STX). Boston Partners opened new stock positions in MARVELL TECHNOLOGY INC (MRVL), ASTRAZENECA PLC and MCCORMICK & CO INC (MKC). The fund showed a lot of confidence in some stocks as they added substantially to NVIDIA CORPORATION (NVDA), PEAPACK-GLADSTONE FINL CORP (PGC) and DIME CMNTY BANCSHARES INC (DCOM).
Boston Partners Equity Portfolio Value
Last Reported on: 11 May, 2026
$95.47Billion
  as of May 11, 2026

Boston Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Partners made a return of 0.29% in the last quarter. In trailing 12 months, it's portfolio return was 14.15%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
marvell technology inc612,571,000
astrazeneca plc413,447,000
mccormick & co inc222,193,000
dominos pizza inc210,716,000
arch cap group ltd200,894,000
newmarket corp160,931,000
expedia group inc156,233,000
qiagen nv145,182,000
New stocks bought by Boston Partners

Additions

Ticker% Inc.
nvidia corporation34,040
peapack-gladstone finl corp3,582
dime cmnty bancshares inc3,019
northpointe bancshares inc.2,822
huntsman corp1,622
the baldwin insurance grp in1,507
esab corporation1,091
first bancorp corporation908
Additions to existing portfolio by Boston Partners

Reductions

Ticker% Reduced
seagate technology hldngs pl-97.86
novo-nordisk a s-97.3
centene corp del-92.35
prosperity bancshares inc-90.24
unitedhealth group inc-87.62
millicom intl cellular s a-80.75
primo brands corporation-78.59
medtronic plc-69.89
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 18.2% of it's holdings in Financial Services sector.

  • Financial Services
  • Industrials
  • Technology
  • Others
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Utilities
  • Basic Materials
  • Communication Services
  • Real Estate
Sector%
Financial Services18.2
Industrials14.3
Technology13.8
Others12.8
Consumer Cyclical8.5
Healthcare7.7
Energy7.1
Consumer Defensive5
Utilities3.6
Basic Materials3.4
Communication Services3.1
Real Estate2.2

Market Cap. Distribution

Boston Partners has about 75.5% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • MID-CAP
  • UNALLOCATED
  • SMALL-CAP
Category%
LARGE-CAP59.8
MEGA-CAP15.7
MID-CAP11.6
UNALLOCATED11.5
SMALL-CAP1.3

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.

  • S&P 500
  • Others
  • RUSSELL 2000
Index%
S&P 50060.2
Others33.3
RUSSELL 20006.5
Top 5 Winners (%)%
VB
vanguard index fds
783.0 %
GLD
spdr gold tr
400.5 %
MO
altria group inc
100.4 %
FOXF
fox factory hldg corp
86.2 %
RYAM
rayonier advanced matls inc
62.8 %
Top 5 Winners ($)$
MPC
marathon pete corp
476.8 M
USFD
us foods hldg corp
271.9 M
KEYS
keysight technologies inc
271.2 M
FANG
diamondback energy inc
268.1 M
COP
conocophillips
255.4 M
Top 5 Losers (%)%
UPLD
upland software inc
-52.5 %
YEXT
yext inc
-51.8 %
BKNG
booking holdings inc
-51.7 %
UPWK
upwork inc
-44.0 %
PHR
phreesia inc
-43.6 %
Top 5 Losers ($)$
BKNG
booking holdings inc
-614.9 M
IQV
iqvia hldgs inc
-230.0 M
LPLA
lpl finl hldgs inc
-218.0 M
JPM
jpmorgan chase & co
-196.4 M
CRH
crh plc
-176.0 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 765 stocks in it's portfolio. About 13.6% of the portfolio is in top 10 stocks. BKNG proved to be the most loss making stock for the portfolio. MPC was the most profitable stock for Boston Partners last quarter.

$95.09BTotal Value
500Positions
11 May, 2026Last Reported
Current holdings of Current Stock Holdings of Boston Partners, last reported on 11 May, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change