Boston Partners
Boston Partners is a value-oriented investment management firm headquartered in Boston, Massachusetts. Founded in 1995, the firm specializes in value equity investing across a wide range of strategies for institutional and individual investors globally. As of 2025, they employ approximately 181 people, providing investment management, advisory, and related services primarily to corporate pensions, foundations, endowments, public funds, and other large-scale investors.
Investment Strategy
Boston Partners employs a time-tested value equity approach—combining fundamental analysis with quantitative research to identify securities that demonstrate attractive valuations, strong business fundamentals, and positive business momentum. The firm focuses on constructing diversified portfolios by selecting undervalued companies with the potential for growth, utilizing disciplined buy/sell criteria to maximize risk-adjusted returns for institutional and individual clients.
Top Holdings
Equity Positions (697)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
J JPM | JPMORGAN CHASE & CO. | 2.36% | $2.12B | 7,324,579 | $101.87 | $289.91 | +$323.2M |
L LPLA | LPL FINL HLDGS INC | 1.53% | $1.38B | 3,679,484 | $259.54 | $374.97 | +$232.3M |
A AZO | AUTOZONE INC | 1.33% | $1.20B | 321,840 | $1119.05 | $3712.23 | -$75.9M |
U USFD | US FOODS HLDG CORP | 1.30% | $1.17B | 15,221,231 | $44.10 | $77.01 | +$98.6M |
P PM | PHILIP MORRIS INTL INC | 1.25% | $1.13B | 6,227,944 | $96.72 | $182.13 | +$138.1M |