Boston Partners
•CIK: 1386060•Filing: Q4 2025
Boston Partners, with $96.6 billion in assets under management, is known for its concentrated, high-conviction investment strategy, often focusing on a small number of high-impact positions. Recently, the fund has made notable moves by adding Xcel Energy and Rockwell Automation, up 4141% and 2741% respectively, while exiting holdings like Harley-Davidson and VMED, and introducing new positions in Meta Platforms, Gilead Sciences, and L3Harris.
Total AUM
$96.5B
QoQ Performance
-0.8%
Positions
737
Top 10 Concentration
14.7%
Latest Filing
Q4 2025
Top Holdings Allocation
JPM2.4%
ABG1.5%
LPLA1.3%
USFD1.3%
AMZN1.2%
KGC1.2%
CRH1.1%
HBAN1.1%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other72.5%
Financial8.8%
Healthcare4.1%
Consumer3.3%
Technology2.8%
Energy2.3%
Industrial1.7%
Materials1.7%
🚪 Exited Positionssold since Q3 2025
+554 more exited positions
Changes from Q3 2025
NEW7 new positions
↑43 increased
↓150 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023