Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Boston Partners ⇄ DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt
60Shared positions
21.9%Name overlap (Jaccard)
15+Only Boston…
15+Only DZ BANK AG…
Shared holdings · Q2 2026
Distinctively Boston Partners
| USFD US Foods Holding Corp. | 1.7% |
| LPLA LPL Financial… | 1.1% |
| DGX Quest Diagnostics… | 0.9% |
| CPAY Corpay, Inc. | 0.8% |
| FE FirstEnergy Corp. | 0.8% |
| LH Labcorp Holdings Inc. | 0.8% |
| RS Reliance Steel &… | 0.7% |
| LHX L3Harris… | 0.7% |
| CDW CDW Corporation | 0.7% |
| MKL Markel Corporation | 0.5% |
| TXT Textron Inc. | 0.5% |
| CNP CenterPoint Energy… | 0.5% |
| RRC Range Resources… | 0.4% |
| COKE Coca-Cola… | 0.4% |
| FTDR Frontdoor, Inc. | 0.4% |
Distinctively DZ BANK AG Deutsche…
| WELL Welltower Inc. | 1.9% |
| ARM Arm Holdings plc… | 1.8% |
| UNP Union Pacific… | 1.2% |
| TTE TotalEnergies SE | 1.2% |
| EW Edwards Lifesciences… | 0.9% |
| SPOT Spotify Technology… | 0.9% |
| AMD Advanced Micro… | 0.9% |
| PLD Prologis, Inc. | 0.8% |
| INTC Intel Corp. | 0.8% |
| BKR Baker Hughes Company | 0.8% |
| NET Cloudflare, Inc. | 0.7% |
| FTAI FTAI Aviation Ltd. | 0.7% |
| MDB MongoDB, Inc. | 0.7% |
| GE GE Aerospace | 0.6% |
| APH Amphenol Corporation | 0.5% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology