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CIK: 0001386060
Total reported value
$112.6B
$112.6B
707 檔
5.9%
In Q4 2024, Boston Partners's U.S. equity holdings reached a combined market value of $112.6B, distributed across 707 disclosed stock positions.
During Q4 2024, Boston Partners's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including JPM, LPLA, GOOGL) accounted for 5.9% of total reported equity market value during Q4 2024.
Showing top 200 holdings (of 707 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.45% | -0.02% | -3.42% | |
| 2 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.56% | -0.23% | +25.99% | |
| 3 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.40% | +0.01% | -8.73% | |
| 4 | COR | Cencora Inc | Stock-Healthcare | 1.37% | -0.25% | +2.57% | |
| 5 | AZO | Autozone Inc | Stock-Consumer Disc | 1.34% | -0.10% | -3.63% | |
| 6 | ORCL | Oracle CORP | Stock-Tech | 1.28% | -0.10% | -14.16% | |
| 7 | ABBV | Abbvie Inc | Stock-Healthcare | 1.23% | +0.29% | +35.95% | |
| 8 | FLEX | Flex Ltd. | Stock-Tech | 1.22% | +0.34% | +2.23% | |
| 9 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.20% | +0.01% | -7.84% | |
| 10 | FIS | Fidelity National Info Serv | Stock-Tech | 1.18% | -0.01% | +3.87% | |
| 11 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.15% | — | +16.87% | |
| 12 | SYY | Sysco CORP | Stock-Consumer Staples | 1.13% | -0.33% | +143.71% | |
| 13 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 1.05% | +0.11% | +0.61% | |
| 14 | FANG | Diamondback Energy Inc | Stock-Energy | 1.03% | -0.27% | +12.44% | |
| 15 | DFSEUR | Discover Financial Services | Stock-Other | 1.02% | — | -2.85% | |
| 16 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.99% | +0.03% | +7.02% | |
| 17 | CRH | CRH plc | Stock-Materials | 0.94% | +0.24% | -2.57% | |
| 18 | PM | Philip Morris International | Stock-Consumer Staples | 0.91% | -0.02% | +6.46% | |
| 19 | AON | Aon plc | Stock-Financials | 0.89% | -0.04% | +13.66% | |
| 20 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.88% | -0.05% | -3.83% | |
| 21 | CPAY | Corpay Inc | Stock-Tech | 0.85% | +0.09% | +6.36% | |
| 22 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.82% | -0.07% | -7.22% | |
| 23 | HON | Honeywell International Inc | Stock-Industrials | 0.82% | -0.75% | EXIT | |
| 24 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.80% | -0.30% | -1.59% | |
| 25 | FE | Firstenergy CORP | Stock-Utilities | 0.80% | -0.16% | +73.51% | |
| 26 | KEYS | Keysight Technologies In | Stock-Tech | 0.77% | -0.73% | +21.67% | |
| 27 | MCK | Mckesson CORP | Stock-Healthcare | 0.76% | -0.26% | +24.60% | |
| 28 | ALLE | Allegion plc | Stock-Industrials | 0.75% | -0.10% | +11.55% | |
| 29 | RHI | Robert Half Inc | Stock-Industrials | 0.73% | +0.01% | +17.45% | |
| 30 | FITB | Fifth Third Bancorp | Stock-Financials | 0.73% | -0.01% | +6.19% | |
| 31 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.73% | +0.01% | +6.36% | |
| 32 | SLB | Slb LTD | Stock-Energy | 0.73% | -0.15% | +9.95% | |
| 33 | WFC | Wells Fargo & Co | Stock-Financials | 0.72% | -0.07% | -10.69% | |
| 34 | FTV | Fortive CORP | Stock-Tech | 0.72% | — | +2.15% | |
| 35 | AMGN | Amgen Inc | Stock-Healthcare | 0.72% | -0.03% | -1.33% | |
| 36 | AXP | American Express Co | Stock-Financials | 0.70% | +0.05% | -8.81% | |
| 37 | TXT | Textron Inc | Stock-Industrials | 0.70% | -0.02% | +4.66% | |
| 38 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.69% | +0.05% | -13.47% | |
| 39 | MAS | Masco CORP | Stock-Industrials | 0.69% | +0.05% | -13.48% | |
| 40 | COP | Conocophillips | Stock-Energy | 0.66% | -0.06% | +24.51% | |
| 41 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.66% | — | -4.50% | |
| 42 | WAB | Wabtec CORP | Stock-Industrials | 0.63% | -0.03% | -1.09% | |
| 43 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.61% | — | +36.95% | |
| 44 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.61% | -0.04% | +28.52% | |
| 45 | MS | Morgan Stanley | Stock-Financials | 0.61% | +0.11% | -35.90% | |
| 46 | J | Jacobs Solutions Inc | Stock-Industrials | 0.61% | -0.02% | -8.55% | |
| 47 | ZBRA | Zebra Technologies Corp-cl A | Stock-Tech | 0.59% | +0.29% | -4.79% | |
| 48 | CB | Chubb Limited | Stock-Financials | 0.59% | -0.02% | -19.48% | |
| 49 | MKL | Markel Group Inc | Stock-Financials | 0.59% | +0.03% | +17.60% | |
| 50 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.58% | -0.64% | +37.38% |
According to official SEC Form 13F filings, Boston Partners reported a total U.S. public equity portfolio value of $112.6B across 707 disclosed positions in Q4 2024.
During Q4 2024, Boston Partners's top holdings by market value included JPM (2.5%)、LPLA (1.6%)、GOOGL (1.4%). The largest single position, JPM, represented 2.5% of total portfolio value.
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In Q4 2024, Boston Partners made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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