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Latest Boston Partners Stock Portfolio

$112Billion | No. of Holdings #800

Boston Partners Performance

2026 Q2-2.71%
YTD-2.41%
2025+13.26%

About Boston Partners and 13F Hedge Fund Stock Holdings

Boston Partners is a hedge fund based in Boston, MA. On 2026-08-04, the fund reported it's updated stock portfolio. In the 13F Holdings report, Boston Partners reported an equity portfolio of $112.6 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of Boston Partners are AMZN, JPM, USFD. The fund has invested 2.7% of it's portfolio in AMAZON COM INC and 2.1% of portfolio in JPMORGAN CHASE & CO. <br><br> The fund managers got completely rid off HONEYWELL INTL INC (HON), COPART INC (CPRT) and DUPONT DE NEMOURS INC (DD) stocks. They significantly reduced their stock positions in PPL CORP (PPL), LKQ CORP (LKQ) and QIAGEN NV (QGEN). Boston Partners opened new stock positions in TAPESTRY INC (TPR), HONEYWELL INTL INC (HON) and HONEYWELL AEROSPACE INC. The fund showed a lot of confidence in some stocks as they added substantially to STRYKER CORPORATION (SYK), ISHARES TR (IJR) and SOUTHERN CO (SO).
Boston Partners Equity Portfolio Value
Last Reported on: 04 Aug, 2026
$112Billion
  as of Aug 04, 2026

Boston Partners Annual Return Estimates Vs S&P 500

Our best estimate is that Boston Partners made a return of -2.71% in the last quarter. In trailing 12 months, it's portfolio return was 4.86%.
  • Performance
  • S&P 500

New Buys

Ticker$ Bought
tapestry inc518,085,000
honeywell intl inc382,806,000
honeywell aerospace inc376,658,000
s&p global inc334,904,000
cactus inc235,234,000
siriusxm holdings inc150,171,000
chemed corp new130,747,000
globus med inc122,848,000
New stocks bought by Boston Partners

Additions

Ticker% Inc.
stryker corporation127,272
ishares tr53,386
southern co15,069
progressive corp13,097
microsoft corp7,867
warrior met coal inc2,454
cvs health corp1,783
sm energy company1,767
Additions to existing portfolio by Boston Partners

Reductions

Ticker% Reduced
canadian nat res ltd med ter-89.25
keysight technologies inc-88.43
exxon mobil corp-87.69
cisco sys inc-82.99
schwab charles corp-81.79
element solutions inc-80.13
accenture plc ireland-76.54
louisiana pac corp-74.91
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 18.3% of it's holdings in Financial Services sector.

  • Financial Services
  • Technology
  • Industrials
  • Others
  • Consumer Cyclical
  • Healthcare
  • Energy
  • Consumer Defensive
  • Utilities
  • Communication Services
  • Basic Materials
  • Real Estate
Sector%
Financial Services18.3
Technology15.1
Industrials13.5
Others12.6
Consumer Cyclical9.7
Healthcare8.4
Energy5.6
Consumer Defensive4.8
Utilities3.3
Communication Services3.1
Basic Materials3.1
Real Estate2.2

Market Cap. Distribution

Boston Partners has about 77.2% of it's portfolio invested in the large-cap and mega-cap stocks.

  • LARGE-CAP
  • MEGA-CAP
  • UNALLOCATED
  • MID-CAP
  • SMALL-CAP
Category%
LARGE-CAP57.4
MEGA-CAP19.8
UNALLOCATED11.4
MID-CAP10.3
SMALL-CAP1.1

Stocks belong to which Index?

About 67% 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
RUSSELL 20006.8
Top 5 Winners (%)%
penguin solutions inc
290.4 %
SIMO
silicon motion technology co
170.2 %
MU
micron technology inc
169.4 %
DELL
dell technologies inc
149.6 %
STX
seagate technology hldngs pl
142.8 %
Top 5 Winners ($)$
MU
micron technology inc
1611.3 M
FLEX
flex ltd
1027.8 M
AMAT
applied matls inc
1001.0 M
DELL
dell technologies inc
934.0 M
MRVL
marvell technology inc
770.2 M
Top 5 Losers (%)%
IJR
ishares tr
-99.6 %
IJR
ishares tr
-97.8 %
PNC
pnc finl svcs group inc
-90.7 %
VB
vanguard index fds
-79.3 %
GLD
spdr gold tr
-70.8 %
Top 5 Losers ($)$
IJR
ishares tr
-15767.3 M
KGC
kinross gold corp
-241.3 M
COP
conocophillips
-224.2 M
ABC
cencora inc
-144.7 M
LHX
l3harris technologies inc
-134.1 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 800 stocks in it's portfolio. About 15.5% of the portfolio is in top 10 stocks. IJR proved to be the most loss making stock for the portfolio. MU was the most profitable stock for Boston Partners last quarter.

$112.07BTotal Value
500Positions
04 Aug, 2026Last Reported
Current holdings of Current Stock Holdings of Boston Partners, last reported on 04 Aug, 2026. Select a row with a linked ticker to view its historical trend.
ExpandHoldingsorted ascending% PortfolioShares Held$ Value% Change