Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Robeco Schweiz Ag has $4.73 billion in total holdings as of March 31, 2026.
Robeco Schweiz Ag owns shares of 126 different stocks, but just 50 companies or ETFs make up 80% of its holdings.
Approximately 12.74% of the portfolio was purchased this quarter.
About 13.80% of the portfolio was sold this quarter.
This quarter, Robeco Schweiz Ag has purchased 129 new stocks and bought additional shares in 48 stocks.
Robeco Schweiz Ag sold shares of 59 stocks and completely divested from 15 stocks this quarter.

Largest Holdings

Vertiv: $181,169,089
Quanta Services: $177,514,087
nVent Electric: $168,476,613
ARM HOLDINGS PLC: $152,400,078
Lumentum: $150,971,120

Largest New Holdings this Quarter

29355A107 - Enphase Energy: $39,778,956 Holding
093712107 - Bloom Energy: $35,376,574 Holding
78475V103 - SOLV ENERGY INC: $30,177,267 Holding
78473E103 - SPX Technologies: $14,338,297 Holding
201723103 - Commercial Metals: $10,105,235 Holding

Largest Purchases this Quarter

ARM HOLDINGS PLC: 344,739 shares (about $52.15M)
Itron: 529,324 shares (about $47.44M)
onsemi: 657,110 shares (about $40.69M)
Enphase Energy: 1,052,075 shares (about $39.78M)
Bloom Energy: 261,101 shares (about $35.38M)

Largest Sales this Quarter

Lumentum: 185,271 shares (about $130.20M)
PTC: 299,902 shares (about $42.73M)
Vertiv: 150,884 shares (about $37.81M)
Teradyne: 109,233 shares (about $32.38M)
Waste Management: 138,534 shares (about $31.83M)

Sector Allocation Over Time

Selling

Neutral

Buying

Latest 13F Holdings and Changes Since Previous Quarterly Filing

Issuer Name	Holdings Value	Approximate Purchase/Sale	Change in Shares	Shares Held	% of Portfolio	Sector
VRT Vertiv	$181,169,089	$37,808,513 â–¼	-17.3%	722,999	3.8%	Computer and Technology
PWR Quanta Services	$177,514,087	$1,794,197 â–²	1.0%	323,329	3.8%	Construction
NVT nVent Electric	$168,476,613	$1,540,360 â–²	0.9%	1,424,388	3.6%	Computer and Technology
ARM HOLDINGS PLC	$152,400,078	$52,152,116 â–²	52.0%	1,007,404	3.2%	SPONSORED ADS
LITE Lumentum	$150,971,120	$130,201,048 â–¼	-46.3%	214,826	3.2%	Computer and Technology
A Agilent Technologies	$127,377,779	$7,806,148 â–²	6.5%	1,117,545	2.7%	Medical
FSLR First Solar	$127,369,204	$21,030,678 â–²	19.8%	645,692	2.7%	Energy
ADI Analog Devices	$125,334,116	$28,206,929 â–²	29.0%	393,959	2.7%	Computer and Technology
ADSK Autodesk	$122,818,664	$1,375,832 â–²	1.1%	513,027	2.6%	Computer and Technology
ON onsemi	$121,505,554	$40,688,251 â–²	50.3%	1,962,299	2.6%	Computer and Technology
MRVL Marvell Technology	$119,088,509	$27,680,117 â–²	30.3%	1,202,307	2.5%	Computer and Technology
RRX Regal Rexnord	$107,323,762	$1,084,610 â–²	1.0%	573,127	2.3%	Industrials
MPWR Monolithic Power Systems	$103,860,596	$27,334 â–¼	0.0%	94,993	2.2%	Computer and Technology
NXT Nextpower	$103,452,152	$5,682,968 â–¼	-5.2%	858,168	2.2%	Energy
GNRC Generac	$93,173,582	$20,094,964 â–²	27.5%	477,006	2.0%	Industrials
ITRI Itron	$85,304,008	$47,443,310 â–²	125.3%	951,735	1.8%	Computer and Technology
LSCC Lattice Semiconductor	$83,592,066	$844,858 â–²	1.0%	901,165	1.8%	Computer and Technology
XYL Xylem	$83,372,402	$7,717,549 â–¼	-8.5%	697,677	1.8%	Business Services
CSL Carlisle Companies	$83,281,227	$840,055 â–²	1.0%	249,629	1.8%	Multi-Sector Conglomerates
VERALTO CORP	$75,183,349	$10,370,517 â–²	16.0%	850,298	1.6%	COM SHS
TT Trane Technologies	$72,605,276	$22,286,005 â–²	44.3%	174,222	1.5%	Construction
IEX IDEX	$71,852,908	$6,362,246 â–¼	-8.1%	379,071	1.5%	Industrials
TTEK Tetra Tech	$68,891,970	$1,802,802 â–¼	-2.6%	2,287,250	1.5%	Industrials
PCOR Procore Technologies	$66,572,067	$672,771 â–²	1.0%	1,167,931	1.4%	Computer and Technology
TMO Thermo Fisher Scientific	$64,249,361	$7,622,647 â–²	13.5%	130,713	1.4%	Medical
RUN Sunrun	$57,263,026	$17,304,743 â–²	43.3%	4,222,937	1.2%	Energy
DHR Danaher	$54,582,238	$3,517,649 â–²	6.9%	287,881	1.2%	Medical
FERGUSON ENTERPRISES INC	$54,281,468	$4,167,423 â–¼	-7.1%	232,708	1.1%	COMMON STOCK NEW
BROOKFIELD RENEWABLE CORP	$53,453,015	$540,015 â–²	1.0%	1,342,029	1.1%	CL A EX SUB VTG
SQM Sociedad Quimica y Minera	$49,898,539	$5,561,549 â–¼	-10.0%	616,488	1.1%	Basic Materials
ECL Ecolab	$49,535,052	$11,931,263 â–¼	-19.4%	186,208	1.0%	Basic Materials
EME EMCOR Group	$47,443,801	$14,052,993 â–²	42.1%	64,260	1.0%	Construction
POWI Power Integrations	$44,552,704	$12,426,035 â–²	38.7%	870,170	0.9%	Computer and Technology
FIX Comfort Systems USA	$43,402,331	$1,656,167 â–¼	-3.7%	31,474	0.9%	Construction
WAT Waters	$43,142,882	$3,805,586 â–²	9.7%	144,872	0.9%	Medical
APG APi Group	$42,466,338	$14,313,123 â–¼	-25.2%	1,048,034	0.9%	Business Services
WMS Advanced Drainage Systems	$42,291,441	$7,666,390 â–¼	-15.3%	308,404	0.9%	Construction
AIT Applied Industrial Technologies	$41,130,437	$1,411,502 â–²	3.6%	155,022	0.9%	Industrials
TER Teradyne	$40,240,294	$32,383,215 â–¼	-44.6%	135,736	0.9%	Computer and Technology
ENPH Enphase Energy	$39,778,956	$39,778,956 â–²	New Holding	1,052,075	0.8%	Energy
WM Waste Management	$39,243,076	$31,833,727 â–¼	-44.8%	170,778	0.8%	Business Services
J Jacobs Solutions	$38,607,842	$4,426,289 â–²	12.9%	303,330	0.8%	Business Services
CNM Core & Main	$37,582,730	$2,853,344 â–¼	-7.1%	760,784	0.8%	Industrials
GLW Corning	$35,692,125	$12,509,240 â–²	54.0%	262,500	0.8%	Computer and Technology
BE Bloom Energy	$35,376,574	$35,376,574 â–²	New Holding	261,101	0.7%	Energy
ALB Albemarle	$34,992,551	$23,584,497 â–¼	-40.3%	194,912	0.7%	Basic Materials
AVTR Avantor	$32,845,962	$24,236,772 â–¼	-42.5%	4,189,536	0.7%	Medical
ACM AECOM	$31,547,697	$752,099 â–¼	-2.3%	371,937	0.7%	Construction
SOLV ENERGY INC	$30,177,267	$30,177,267 â–²	New Holding	1,004,904	0.6%	COM SHS CL A
COHR Coherent	$27,251,224	$13,554,149 â–²	99.0%	114,400	0.6%	Business Services
DOV Dover	$27,132,269	$5,793,451 â–¼	-17.6%	130,162	0.6%	Industrials
ROPER TECHNOLOGIES INC	$26,469,081	$4,013,126 â–²	17.9%	74,801	0.6%	COM
CTAS Cintas	$26,166,973	$94,211 â–¼	-0.4%	154,706	0.6%	Business Services
FSS Federal Signal	$26,105,753	$5,103,884 â–²	24.3%	241,407	0.6%	Multi-Sector Conglomerates
PNR Pentair	$25,535,077	$11,030,652 â–¼	-30.2%	293,136	0.5%	Business Services
FBIN Fortune Brands Innovations	$25,201,470	$736,728 â–¼	-2.8%	646,689	0.5%	Retail/Wholesale
AWK American Water Works	$24,965,166	$10,439,600 â–¼	-29.5%	183,446	0.5%	Utilities
TXN Texas Instruments	$24,078,602	$1,719,498 â–¼	-6.7%	124,027	0.5%	Computer and Technology
GFL GFL Environmental	$24,072,565	$4,249,516 â–¼	-15.0%	577,003	0.5%	Business Services
ONTO Onto Innovation	$23,521,529	$5,188,271 â–¼	-18.1%	114,700	0.5%	Computer and Technology
AURA MINERALS INC	$23,337,600	$2,121,600 â–²	10.0%	286,000	0.5%	SHS NEW
NVDA NVIDIA	$22,584,800		0.0%	129,500	0.5%	Computer and Technology
KEYS Keysight Technologies	$22,166,045	$2,287,197 â–¼	-9.4%	78,500	0.5%	Computer and Technology
VIAV Viavi Solutions	$21,964,800	$2,163,200 â–²	10.9%	660,000	0.5%	Computer and Technology
LINDE PLC	$21,723,212	$3,217,482 â–²	17.4%	43,818	0.5%	SHS
BMI Badger Meter	$21,541,223	$330,752 â–²	1.6%	141,393	0.5%	Computer and Technology
COR Cencora	$21,361,520	$14,544,682 â–²	213.4%	68,000	0.5%	Medical
MTD Mettler-Toledo International	$21,331,937	$7,862,321 â–¼	-26.9%	16,914	0.5%	Medical
NXPI NXP Semiconductors	$20,916,572	$1,494,955 â–¼	-6.7%	106,251	0.4%	Computer and Technology
HBM HudBay Minerals	$18,830,900	$5,308,600 â–¼	-22.0%	901,000	0.4%	Basic Materials
WTS Watts Water Technologies	$18,297,559	$870,870 â–¼	-4.5%	63,032	0.4%	Computer and Technology
STM STMicroelectronics	$18,256,151	$1,303,641 â–¼	-6.7%	528,398	0.4%	Computer and Technology
TE CONNECTIVITY PLC	$17,920,747	$12,671,419 â–¼	-41.4%	85,737	0.4%	ORD SHS
AOS A. O. Smith	$17,749,070	$19,782 â–¼	-0.1%	269,170	0.4%	Industrials
QCOM Qualcomm	$17,709,955	$1,271,574 â–¼	-6.7%	137,521	0.4%	Computer and Technology
RSG Republic Services	$16,825,554	$6,049,770 â–²	56.1%	76,822	0.4%	Business Services
TSLA Tesla	$16,516,853	$1,886,631 â–²	12.9%	44,430	0.3%	Auto/Tires/Trucks
HSAI Hesai Group	$16,068,161	$6,483,879 â–¼	-28.8%	840,385	0.3%	Auto/Tires/Trucks
SNPS Synopsys	$16,057,440	$4,480,224 â–²	38.7%	40,500	0.3%	Computer and Technology
SNOW Snowflake	$14,704,950	$6,530,506 â–²	79.9%	97,500	0.3%	Computer and Technology
SPXC SPX Technologies	$14,338,297	$14,338,297 â–²	New Holding	71,713	0.3%	Business Services
CVCO Cavco Industries	$14,141,268	$1,549,728 â–²	12.3%	29,200	0.3%	Construction
AVGO Broadcom	$13,525,587	$8,263,917 â–²	157.1%	43,700	0.3%	Computer and Technology
VMI Valmont Industries	$13,281,706	$92,301 â–¼	-0.7%	33,240	0.3%	Industrials
SPOT Spotify Technology	$12,869,511	$3,877,340 â–²	43.1%	26,540	0.3%	Computer and Technology
SFM Sprouts Farmers Market	$12,726,450	$5,760,146 â–²	82.7%	165,000	0.3%	Retail/Wholesale
CECO CECO Environmental	$11,841,108	$4,023,259 â–²	51.5%	198,743	0.3%	Industrials
ICFI ICF International	$11,503,315		0.0%	176,188	0.2%	Business Services
CDNS Cadence Design Systems	$11,114,800	$5,557,400 â–²	100.0%	40,000	0.2%	Computer and Technology
XPEV XPENG	$10,634,977	$760,283 â–¼	-6.7%	621,565	0.2%	Auto/Tires/Trucks
MKSI MKS	$10,479,336	$1,615,564 â–¼	-13.4%	45,600	0.2%	Computer and Technology
SXT Sensient Technologies	$10,443,508	$2,230,584 â–¼	-17.6%	120,818	0.2%	Basic Materials
PTC PTC	$10,179,913	$42,733,036 â–¼	-80.8%	71,443	0.2%	Computer and Technology
BSY Bentley Systems	$10,133,419		0.0%	288,537	0.2%	Computer and Technology
CMC Commercial Metals	$10,105,235	$10,105,235 â–²	New Holding	164,500	0.2%	Basic Materials
OSIS OSI Systems	$9,691,115	$1,580,581 â–²	19.5%	36,500	0.2%	Computer and Technology
MWA Mueller Water Products	$9,584,911	$439,840 â–¼	-4.4%	348,669	0.2%	Industrials
WCC WESCO International	$9,576,700	$9,385,166 â–¼	-49.5%	35,000	0.2%	Computer and Technology
SSD Simpson Manufacturing	$7,551,280		0.0%	44,000	0.2%	Construction
AZZ AZZ	$7,082,358		0.0%	56,600	0.1%	Industrials

Showing largest 100 holdings. View all holdings.

More Institutional Buying and Selling Information

SEC Filings and Trading Data

Get 30 Days of MarketBeat All Access for Free

Start Your 30-Day Trial

In-depth profiles and analysis for 20,000 public companies.
Real-time analyst ratings, insider transactions, earnings data, and more.
Our daily ratings and market update email newsletter.

Sign In
Create Account

Your Email Address:

Your Password:

Forgot your password?

Your Email Address:

Choose a Password:

By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.

Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools

About MarketBeat

MarketBeat Products

Popular Tools

Financial Calendars

Terms & Info

Robeco Schweiz Ag Top Holdings and 13F Report (2026)

About Robeco Schweiz Ag

Investment Activity

Largest Holdings

Largest New Holdings this Quarter

Largest Purchases this Quarter

Largest Sales this Quarter

Sector Allocation Over Time

Map of 500 Largest Holdings ofRobeco Schweiz Ag

Latest 13F Holdings and Changes Since Previous Quarterly Filing

More Institutional Buying and Selling Information

MarketBeat All Access Features

Best-in-Class Portfolio Monitoring

Stock Ideas and Recommendations

Advanced Stock Screeners and Research Tools