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CIK: 0001386060
Total reported value
$112.6B
$112.6B
702 檔
6.3%
The Q1 2025 SEC filing reveals that Boston Partners held a total portfolio value of $112.6B, covering 702 public equity positions.
In Q1 2025, Boston Partners displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including JPM, COR, ABBV) accounted for 6.3% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 702 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | Stock-Financials | 2.18% | -0.02% | -12.08% | |
| 2 | COR | Cencora Inc | Stock-Healthcare | 1.82% | -0.25% | +8.07% | |
| 3 | ABBV | Abbvie Inc | Stock-Healthcare | 1.60% | +0.29% | +11.57% | |
| 4 | AZO | Autozone Inc | Stock-Consumer Disc | 1.54% | -0.10% | -2.92% | |
| 5 | LPLA | Lpl Financial Holdings Inc | Stock-Financials | 1.39% | -0.23% | -10.02% | |
| 6 | SYY | Sysco CORP | Stock-Consumer Staples | 1.38% | -0.33% | +24.75% | |
| 7 | USFD | US Foods Holding CORP | Stock-Consumer Staples | 1.30% | +0.11% | +29.14% | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.28% | +0.03% | +26.96% | |
| 9 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.21% | +0.01% | +6.68% | |
| 10 | PM | Philip Morris International | Stock-Consumer Staples | 1.20% | -0.02% | +0.34% | |
| 11 | MCK | Mckesson CORP | Stock-Healthcare | 1.19% | -0.26% | +33.34% | |
| 12 | NSC | Norfolk Southern CORP | Stock-Industrials | 1.19% | — | +3.45% | |
| 13 | HBAN | Huntington Bancshares Inc | Stock-Financials | 1.05% | +0.01% | -4.32% | |
| 14 | FANG | Diamondback Energy Inc | Stock-Energy | 1.04% | -0.27% | +4.82% | |
| 15 | AON | Aon plc | Stock-Financials | 1.02% | -0.04% | +4.20% | |
| 16 | SLB | Slb LTD | Stock-Energy | 1.00% | -0.15% | +27.69% | |
| 17 | FIS | Fidelity National Info Serv | Stock-Tech | 0.97% | -0.01% | -10.84% | |
| 18 | MPC | Marathon Petroleum CORP | Stock-Energy | 0.96% | -0.64% | +58.54% | |
| 19 | CHKP | Check Point Software Technologies Ltd. | Stock-Tech | 0.95% | -0.30% | -1.99% | |
| 20 | CRH | CRH plc | Stock-Materials | 0.94% | +0.24% | +5.93% | |
| 21 | FE | Firstenergy CORP | Stock-Utilities | 0.93% | -0.16% | +14.90% | |
| 22 | CPAY | Corpay Inc | Stock-Tech | 0.91% | +0.09% | +5.80% | |
| 23 | ORCL | Oracle CORP | Stock-Tech | 0.80% | -0.10% | -24.25% | |
| 24 | UBER | Uber Technologies Inc | Stock-Industrials | 0.80% | -0.03% | +43.77% | |
| 25 | FLEX | Flex Ltd. | Stock-Tech | 0.80% | +0.34% | -23.67% | |
| 26 | COP | Conocophillips | Stock-Energy | 0.78% | -0.06% | +12.85% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.78% | +0.04% | — | |
| 28 | WFC | Wells Fargo & Co | Stock-Financials | 0.77% | -0.07% | +6.21% | |
| 29 | KEYS | Keysight Technologies In | Stock-Tech | 0.77% | -0.73% | +7.71% | |
| 30 | CNP | Centerpoint Energy Inc | Stock-Utilities | 0.77% | -0.07% | -18.07% | |
| 31 | KGC | Kinross Gold CORP | Stock-Materials | 0.77% | -0.36% | +36.49% | |
| 32 | ALLE | Allegion plc | Stock-Industrials | 0.75% | -0.10% | +0.76% | |
| 33 | MDT | Medtronic plc | Stock-Healthcare | 0.75% | +0.08% | +122.78% | |
| 34 | DFSEUR | Discover Financial Services | Stock-Other | 0.75% | — | -24.70% | |
| 35 | HON | Honeywell International Inc | Stock-Industrials | 0.74% | -0.75% | EXIT | |
| 36 | KVUE | Kenvue Inc | Stock-Consumer Staples | 0.73% | — | +7.42% | |
| 37 | KO | The Coca-Cola Company | Stock-Consumer Staples | 0.72% | — | -3.00% | |
| 38 | HWM | Howmet Aerospace Inc | Stock-Industrials | 0.68% | +0.01% | -20.44% | |
| 39 | AMP | Ameriprise Financial Inc | Stock-Financials | 0.67% | -0.05% | -16.11% | |
| 40 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.66% | +0.05% | +0.06% | |
| 41 | AXP | American Express Co | Stock-Financials | 0.64% | +0.05% | +1.76% | |
| 42 | CB | Chubb Limited | Stock-Financials | 0.63% | -0.02% | -2.22% | |
| 43 | FTV | Fortive CORP | Stock-Tech | 0.63% | — | -10.31% | |
| 44 | MKL | Markel Group Inc | Stock-Financials | 0.63% | +0.03% | -1.83% | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.63% | +0.17% | +35.25% | |
| 46 | EXPD | Expeditors Intl Wash Inc | Stock-Industrials | 0.62% | — | +13.12% | |
| 47 | ALL | Allstate CORP | Stock-Financials | 0.62% | +0.01% | +613.90% | |
| 48 | TXT | Textron Inc | Stock-Industrials | 0.62% | -0.02% | -5.37% | |
| 49 | RNR | RenaissanceRe Holdings Ltd. | Stock-Financials | 0.61% | -0.04% | +4.61% | |
| 50 | FITB | Fifth Third Bancorp | Stock-Financials | 0.58% | -0.01% | -13.32% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | JPM | Jpmorgan Chase & Co | — | NEW | New buy |
| 2 | COR | Cencora Inc | — | NEW | New buy |
| 3 | ABBV | Abbvie Inc | — | NEW | New buy |
| 4 | AZO | Autozone Inc | — | NEW | New buy |
| 5 | LPLA | Lpl Financial Holdings Inc | — | NEW | New buy |
| 6 | SYY | Sysco CORP | — | NEW | New buy |
| 7 | USFD | US Foods Holding CORP | — | NEW | New buy |
| 8 | UNH | Unitedhealth Group Inc | — | NEW | New buy |
| 9 | GOOGL | Alphabet Inc-cl A | — | NEW | New buy |
| 10 | PM | Philip Morris International | — | NEW | New buy |
| 11 | MCK | Mckesson CORP | — | NEW | New buy |
| 12 | NSC | Norfolk Southern CORP | — | NEW | New buy |
| 13 | HBAN | Huntington Bancshares Inc | — | NEW | New buy |
| 14 | FANG | Diamondback Energy Inc | — | NEW | New buy |
| 15 | AON | Aon plc | — | NEW | New buy |
| 16 | SLB | Slb LTD | — | NEW | New buy |
| 17 | FIS | Fidelity National Info Serv | — | NEW | New buy |
| 18 | MPC | Marathon Petroleum CORP | — | NEW | New buy |
| 19 | CHKP | Check Point Software Technologies Ltd. | — | NEW | New buy |
| 20 | CRH | CRH plc | — | NEW | New buy |
| 21 | FE | Firstenergy CORP | — | NEW | New buy |
| 22 | CPAY | Corpay Inc | — | NEW | New buy |
| 23 | ORCL | Oracle CORP | — | NEW | New buy |
| 24 | UBER | Uber Technologies Inc | — | NEW | New buy |
| 25 | FLEX | Flex Ltd. | — | NEW | New buy |
| 26 | COP | Conocophillips | — | NEW | New buy |
| 27 | KO | Coca-cola Co/the | — | NEW | New buy |
| 28 | WFC | Wells Fargo & Co | — | NEW | New buy |
| 29 | KEYS | Keysight Technologies In | — | NEW | New buy |
| 30 | CNP | Centerpoint Energy Inc | — | NEW | New buy |
| 31 | KGC | Kinross Gold CORP | — | NEW | New buy |
| 32 | ALLE | Allegion plc | — | NEW | New buy |
| 33 | MDT | Medtronic plc | — | NEW | New buy |
| 34 | DFSEUR | Discover Financial Services | — | NEW | New buy |
| 35 | HON | Honeywell International Inc | — | NEW | New buy |
| 36 | KVUE | Kenvue Inc | — | NEW | New buy |
| 37 | KO | The Coca-Cola Company | — | NEW | New buy |
| 38 | HWM | Howmet Aerospace Inc | — | NEW | New buy |
| 39 | AMP | Ameriprise Financial Inc | — | NEW | New buy |
| 40 | GS | Goldman Sachs Group Inc | — | NEW | New buy |
| 41 | AXP | American Express Co | — | NEW | New buy |
| 42 | CB | Chubb Limited | — | NEW | New buy |
| 43 | FTV | Fortive CORP | — | NEW | New buy |
| 44 | MKL | Markel Group Inc | — | NEW | New buy |
| 45 | MCHP | Microchip Technology Inc | — | NEW | New buy |
| 46 | EXPD | Expeditors Intl Wash Inc | — | NEW | New buy |
| 47 | ALL | Allstate CORP | — | NEW | New buy |
| 48 | TXT | Textron Inc | — | NEW | New buy |
| 49 | RNR | RenaissanceRe Holdings Ltd. | — | NEW | New buy |
| 50 | FITB | Fifth Third Bancorp | — | NEW | New buy |
According to official SEC Form 13F filings, Boston Partners reported a total U.S. public equity portfolio value of $112.6B across 702 disclosed positions in Q1 2025.
During Q1 2025, Boston Partners's top holdings by market value included JPM (2.2%)、COR (1.8%)、ABBV (1.6%). The largest single position, JPM, represented 2.2% of total portfolio value.
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Top New Position Initiated
JPM
市值: $1.8B
In Q1 2025, Boston Partners made 50 total portfolio adjustments, initiating 50 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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