Yöneticileri karşılaştır

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Yönetici A Yönetici B

Robeco Institutional Asset Management B.V. ⇄ Swedbank AB

60Ortak pozisyonlar

51.3%Ad örtüşmesi (Jaccard)

15+Yalnızca Robeco…

15+Yalnızca Swedbank AB

Ortak varlıklar · Q2 2026

Menkul kıymet	Robeco… ağırlık	Swedbank AB ağırlık
NVDA NVIDIA Corporation	6.6%	7.5%
AAPL Apple Inc.	5.2%	5.0%
MSFT Microsoft Corporation	3.4%	4.8%
GOOGL Alphabet Inc.	4.1%	3.0%
AVGO Broadcom Inc.	2.1%	4.3%
AMZN Amazon.com, Inc.	2.8%	3.4%
GOOG Alphabet Inc.	1.4%	3.0%
MU Micron Technology, Inc.	1.4%	2.4%
AMAT Applied Materials, Inc.	1.7%	1.8%
LLY Eli Lilly and Company	1.1%	1.8%
AMD Advanced Micro Devices…	0.8%	2.1%
LRCX Lam Research Corporation	1.0%	1.7%
JPM JPMorgan Chase & Co.	1.2%	1.3%
META Meta Platforms, Inc.	1.1%	1.4%
KLAC KLA Corporation	1.0%	1.4%
ADI Analog Devices, Inc.	0.8%	1.3%
C Citigroup Inc.	0.5%	1.2%
ANET Arista Networks, Inc.	0.8%	0.9%
ABBV AbbVie Inc.	1.1%	0.6%
V Visa Inc.	0.8%	0.8%
CSCO Cisco Systems, Inc.	0.8%	0.7%
JNJ Johnson & Johnson	0.6%	0.8%
PANW Palo Alto Networks, Inc.	0.7%	0.7%
INTC Intel Corp.	0.6%	0.7%
MA Mastercard Incorporated	0.6%	0.7%
TSM Taiwan Semiconductor…	0.6%	0.6%
BAC Bank of America…	0.5%	0.7%
MRK Merck & Co., Inc.	0.4%	0.7%
TSLA Tesla, Inc.	0.8%	0.2%
PLD Prologis, Inc.	0.2%	0.8%
UNH UnitedHealth Group…	0.4%	0.6%
GEV GE Vernova Inc.	0.6%	0.3%
CMI Cummins Inc.	0.8%	0.1%
VRT Vertiv Holdings Co	0.8%	0.1%
CDNS Cadence Design Systems…	0.2%	0.7%
TMO Thermo Fisher Scientific…	0.4%	0.6%
COST Costco Wholesale…	0.4%	0.5%
SPOT Spotify Technology S.A.	0.3%	0.5%
APH Amphenol Corporation	0.1%	0.7%
STX Seagate Technology…	0.1%	0.7%
FTNT Fortinet, Inc.	0.3%	0.5%
CBRE CBRE Group, Inc.	0.4%	0.3%
BRK-B Berkshire Hathaway Inc.	0.2%	0.5%
GILD Gilead Sciences, Inc.	0.5%	0.2%
NFLX Netflix, Inc.	0.3%	0.5%
MCK McKesson Corporation	0.2%	0.5%
WMT Walmart Inc.	0.3%	0.4%
HD The Home Depot, Inc.	0.1%	0.6%
BMY Bristol-Myers Squibb…	0.5%	0.2%
KO The Coca-Cola Company	0.5%	0.2%
BNY Bank of New York Mellon…	0.5%	0.1%
ALL The Allstate Corporation	0.4%	0.3%
MS Morgan Stanley	0.5%	0.2%
TT Trane Technologies plc	0.2%	0.4%
VZ Verizon Communications…	0.3%	0.3%
EMR Emerson Electric Co.	0.2%	0.5%
WDC Western Digital…	0.5%	0.1%
CL Colgate-Palmolive Company	0.3%	0.3%
RPRX Royalty Pharma plc	0.1%	0.5%
GS The Goldman Sachs Group…	0.3%	0.3%

Belirgin biçimde Robeco Institutional…

IBN ICICI Bank Limited	0.8%
PBR-A Petróleo Brasileiro…	0.7%
INFY Infosys Limited	0.6%
VALE Vale S.A.	0.6%
HDB HDFC Bank Limited	0.5%
ITUB Itaú Unibanco Holding…	0.5%
XONA.DE Exxon Mobil…	0.3%
LNG Cheniere Energy, Inc.	0.3%
FMX Fomento Económico…	0.3%
RDY Dr. Reddy's…	0.3%
CX CEMEX, S.A.B. de C.V.	0.3%
VIV Telefônica Brasil S.A.	0.2%
GFI Gold Fields Limited	0.2%
AMX América Móvil, S.A.B.…	0.2%
VLO Valero Energy…	0.2%

Belirgin biçimde Swedbank AB

AZN AstraZeneca PLC	0.4%
ALV Autoliv, Inc.	0.3%
SCI Service Corporation…	0.3%
CCK Crown Holdings, Inc.	0.2%
BSY Bentley Systems…	0.2%
RMD ResMed Inc.	0.2%
RMBS Rambus Inc.	0.2%
PSN Parsons Corporation	0.2%
FLS Flowserve Corporation	0.1%
TECK Teck Resources Limited	0.1%
LNTH Lantheus Holdings…	0.1%
HSIC Henry Schein, Inc.	0.1%
FTDR Frontdoor, Inc.	0.1%
RGLD Royal Gold, Inc.	0.1%
FROG JFrog Ltd.	0.1%

Kaynak: Örtüşme, her iki yöneticinin ayrıştırılmış adi hisse senedi pozisyonlarından anlık olarak hesaplanmaktadır: Q2 2026. Yalnızca raporlanan uzun pozisyonlar — hedgeler ve 13F kapsamı dışındaki varlıklar görünmez. Metodoloji

Yöneticileri Karşılaştır

Robeco Institutional Asset Management B.V. ⇄ Swedbank AB

Ortak varlıklar · Q2 2026

Belirgin biçimde Robeco Institutional…

Belirgin biçimde Swedbank AB