Robeco Schweiz AG

ZURICH, V8 · CIK 1418427 · 13F filing filed 2026-07-28

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityRobeco Schweiz AG (CH)
Part of オリックス株式会社 (JP)

Other 13F filers in this group: Robeco Institutional Asset Management B.V. $81.4bn, ORIX Corp files a notice, ORIX Corp Europe N.V. files a notice

Kindhedge funds, private equity, structured credit, mutual funds, institutions, futures, FCA fund manager
Others nearbyChicago, IL, Rotterdam, New York, NY, Tokyo, Zürich, Dallas, TX
FamilyORIX Corp · 9 related pages · largest: ORIX Corp

As an employer

Staff in Australia254
Staff in the UK56

Where they work

people there (dot area)number not reportedHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

In Australia

Staff (2024-25)254
Women46%
Resigned in the year15.4%
Part-time6%
Income (ATO)A$403.0m

Entity	Role	Staff	Women	Resigned
ORIX AUSTRALIA CORPORATION LIMITED Australian Public Company · Nsw	employer	254	46%	15.4%

Sources: ASIC licence register, APRA, the Workplace Gender Equality Agency (employers with 100+ staff), ATO and the ABN register (Creative Commons Attribution).

In the UK

FCA-authorised companies3
Manages investmentsyes
Runs fundsyes
Retail clientsno, professional only

4 UK companies in the group; those with staff figures, a pay gap report, FCA authorisation or fund management as their business are listed.

Company	Town	Staff	FCA register
GRAVIS CAPITAL MANAGEMENT LTD Private Limited Company · accounts to 2026-03-31FCA: Authorised · manages investments, manages AIFs, advises, deals	London	40	Authorisedmanages investments, manages AIFs, advises, deals
GRAVIS ADVISORY LTD Private Limited Company · accounts to 2026-03-31FCA: Authorised · manages investments, advises, deals	London	16	Authorisedmanages investments, advises, deals
ROBECO INSTITUTIONAL ASSET MANAGEMENT UK LIMITED Private Limited CompanyFCA: Authorised · manages investments, advises, deals	London		Authorisedmanages investments, advises, deals

Sources: Companies House (accounts filed electronically; the largest groups often file on paper, so their staff numbers can be missing), the UK gender pay gap service (employers with 250+ staff) and the FCA's Financial Services Register. Contains public sector information licensed under the Open Government Licence v3.0.

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$6.2bn reported value +31.8% vs Q1 2026

126positions

34.1%in top 10

9 new 64 added 42 reduced 9 sold out vs Q1 2026

This report includes the holdings of 3 other managers that share the investment decisions:

Robeco Institutional Asset Management B.V. – files its own report too
ORIX Corp – reports through this filing
ORIX Corp Europe N.V. – reports through this filing

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ARM HOLDINGS PLC SPONSORED ADS ARM	ARM	827,366	$293.4m4.71%	4.71%	Reduced -180.0k	-180,038 -17.9%
2	MARVELL TECHNOLOGY INC COM MRVL	MRVL	960,706	$286.2m4.59%	4.59%	Reduced -241.6k	-241,601 -20.1%
3	NVENT ELECTRIC PLC SHS NVT	NVT	1,450,021	$245.9m3.94%	3.94%	Added +25.6k	+25,633 1.8%
4	QUANTA SVCS INC COM PWR	PWR	326,449	$235.1m3.77%	3.77%	Added +3.1k	+3,120 1.0%
5	VERTIV HOLDINGS CO COM CL A VRT	VRT	637,920	$213.6m3.43%	3.43%	Reduced -85.1k	-85,079 -11.8%
6	ANALOG DEVICES INC COM ADI	ADI	527,512	$209.5m3.36%	3.36%	Added +133.6k	+133,553 33.9%
7	REGAL REXNORD CORPORATION COM RRX	RRX	705,873	$168.1m2.70%	2.70%	Added +132.7k	+132,746 23.2%
8	ON SEMICONDUCTOR CORP COM ON	ON	1,722,056	$162.8m2.61%	2.61%	Reduced -240.2k	-240,243 -12.2%
9	LUMENTUM HLDGS INC COM LITE	LITE	184,110	$158.0m2.53%	2.53%	Reduced -30.7k	-30,716 -14.3%
10	FIRST SOLAR INC COM FSLR	FSLR	651,923	$153.8m2.47%	2.47%	Added +6.2k	+6,231 1.0%
11	GENERAC HLDGS INC COM GNRC	GNRC	481,609	$141.0m2.26%	2.26%	Added +4.6k	+4,603 1.0%
12	LATTICE SEMICONDUCTOR CORP COM LSCC	LSCC	909,862	$139.2m2.23%	2.23%	Added +8.7k	+8,697 1.0%
13	AGILENT TECHNOLOGIES INC COM A	A	1,007,585	$133.8m2.15%	2.15%	Reduced -110.0k	-109,960 -9.8%
14	MONOLITHIC PWR SYS INC COM MPWR	MPWR	96,033	$132.8m2.13%	2.13%	Added +1.0k	+1,040 1.1%
15	POWER INTEGRATIONS INC COM POWI	POWI	1,340,404	$112.3m1.80%	1.80%	Added +470.2k	+470,234 54.0%
16	NEXTRACKER INC CLASS A COM NXT	NXT	865,627	$103.1m1.65%	1.65%	Added +7.5k	+7,459 0.9%
17	ENPHASE ENERGY INC COM ENPH	ENPH	2,061,745	$101.5m1.63%	1.63%	Added +1.0m	+1,009,670 96.0%
18	AUTODESK INC COM ADSK	ADSK	512,880	$99.7m1.60%	1.60%	Reduced -147	-147 -0.0%
19	XYLEM INC COM XYL	XYL	813,451	$96.2m1.54%	1.54%	Added +115.8k	+115,774 16.6%
20	BLOOM ENERGY CORP COM CL A BE	BE	316,637	$95.8m1.54%	1.54%	Added +55.5k	+55,536 21.3%
21	THERMO FISHER SCIENTIFIC INC COM TMO	TMO	190,933	$95.7m1.54%	1.54%	Added +60.2k	+60,220 46.1%
22	CARLISLE COS INC COM CSL	CSL	252,042	$91.4m1.47%	1.47%	Added +2.4k	+2,413 1.0%
23	ITRON INC COM ITRI	ITRI	1,053,799	$91.2m1.46%	1.46%	Added +102.1k	+102,064 10.7%
24	SOLV ENERGY INC COM SHS CL A MWH	MWH	2,641,405	$89.9m1.44%	1.44%	Added +1.6m	+1,636,501 162.8%
25	TETRA TECH INC NEW COM TTEK	TTEK	3,099,250	$89.5m1.44%	1.44%	Added +812.0k	+812,000 35.5%
26	TRANE TECHNOLOGIES PLC SHS TT	TT	175,904	$86.4m1.39%	1.39%	Added +1.7k	+1,682 1.0%
27	VERALTO CORP COM SHS VLTO	VLTO	882,169	$78.2m1.25%	1.25%	Added +31.9k	+31,871 3.8%
28	IDEX CORP COM IEX	IEX	322,045	$73.1m1.17%	1.17%	Reduced -57.0k	-57,026 -15.0%
29	CORNING INC COM GLW	GLW	283,378	$72.4m1.16%	1.16%	Added +20.9k	+20,878 8.0%
30	FERGUSON ENTERPRISES INC COMMON STOCK NEW FERG	FERG	275,959	$65.5m1.05%	1.05%	Added +43.3k	+43,251 18.6%
31	TERADYNE INC COM TER	TER	129,176	$62.5m1.00%	1.00%	Reduced -6.6k	-6,560 -4.8%
32	ECOLAB INC COM ECL	ECL	216,974	$60.5m0.97%	0.97%	Added +30.8k	+30,766 16.5%
33	DANAHER CORPORATION COM DHR	DHR	309,684	$59.0m0.95%	0.95%	Added +21.8k	+21,803 7.6%
34	FERVO ENERGY CO CL A COM FRVO	FRVO	1,969,224	$57.6m0.92%	0.92%	New
35	WATERS CORP COM WAT	WAT	152,195	$57.1m0.92%	0.92%	Added +7.3k	+7,323 5.0%
36	SUNRUN INC COM RUN	RUN	4,263,680	$57.0m0.92%	0.92%	Added +40.7k	+40,743 1.0%
37	ONTO INNOVATION INC COM ONTO	ONTO	147,200	$55.7m0.89%	0.89%	Added +32.5k	+32,500 28.3%
38	EMCOR GROUP INC COM EME	EME	65,460	$54.3m0.87%	0.87%	Added +1.2k	+1,200 1.9%
39	APPLIED INDL TECHNOLOGIES IN COM AIT	AIT	150,522	$50.9m0.82%	0.82%	Reduced -4.5k	-4,500 -2.9%
40	WASTE MGMT INC DEL COM WM	WM	220,405	$49.1m0.79%	0.79%	Added +49.6k	+49,627 29.1%
41	PROCORE TECHNOLOGIES INC COM PCOR	PCOR	1,179,201	$47.9m0.77%	0.77%	Added +11.3k	+11,270 1.0%
42	VIAVI SOLUTIONS INC COM VIAV	VIAV	896,000	$42.8m0.69%	0.69%	Added +236.0k	+236,000 35.8%
43	ADVANCED DRAIN SYS INC DEL COM WMS	WMS	271,735	$42.7m0.68%	0.68%	Reduced -36.7k	-36,669 -11.9%
44	SOCIEDAD QUIMICA Y MINERA DE SPON ADR SER B SQM	SQM	556,152	$41.2m0.66%	0.66%	Reduced -60.3k	-60,336 -9.8%
45	STMICROELECTRONICS N V NY REGISTRY STM	STM	538,880	$40.4m0.65%	0.65%	Added +10.5k	+10,482 2.0%
46	JACOBS SOLUTIONS INC COM J	J	303,571	$38.2m0.61%	0.61%	Added +241	+241 0.1%
47	API GROUP CORP COM STK APG	APG	891,999	$37.8m0.61%	0.61%	Reduced -156.0k	-156,035 -14.9%
48	SPX TECHNOLOGIES INC COM SPXC	SPXC	152,829	$37.5m0.60%	0.60%	Added +81.1k	+81,116 113.1%
49	TEXAS INSTRS INC COM TXN	TXN	122,184	$36.4m0.58%	0.58%	Reduced -1.8k	-1,843 -1.5%
50	LINDE PLC SHS LIN	LIN	69,055	$35.8m0.57%	0.57%	Added +25.2k	+25,237 57.6%
51	FORTUNE BRANDS INNOVATIONS I COM FBIN	FBIN	630,689	$34.6m0.56%	0.56%	Reduced -16.0k	-16,000 -2.5%
52	CORE & MAIN INC CL A CNM	CNM	711,784	$34.3m0.55%	0.55%	Reduced -49.0k	-49,000 -6.4%
53	TIMKEN CO COM TKR	TKR	235,190	$34.2m0.55%	0.55%	New
54	WATTS WATER TECHNOLOGIES INC CL A WTS	WTS	85,114	$33.3m0.53%	0.53%	Added +22.1k	+22,082 35.0%
55	ALBEMARLE CORP COM ALB	ALB	234,771	$31.7m0.51%	0.51%	Added +39.9k	+39,859 20.4%
56	PENTAIR PLC SHS PNR	PNR	404,137	$31.0m0.50%	0.50%	Added +111.0k	+111,001 37.9%
57	NXP SEMICONDUCTORS N V COM NXPI	NXPI	108,352	$30.5m0.49%	0.49%	Added +2.1k	+2,101 2.0%
58	KEYSIGHT TECHNOLOGIES INC COM KEYS	KEYS	85,700	$30.0m0.48%	0.48%	Added +7.2k	+7,200 9.2%
59	COHERENT CORP COM COHR	COHR	74,307	$29.3m0.47%	0.47%	Reduced -40.1k	-40,093 -35.0%
60	ROPER TECHNOLOGIES INC COM ROP	ROP	86,475	$29.3m0.47%	0.47%	Added +11.7k	+11,674 15.6%
61	METTLER TOLEDO INTERNATIONAL COM MTD	MTD	22,658	$28.9m0.46%	0.46%	Added +5.7k	+5,744 34.0%
62	MKS INC. COM MKSI	MKSI	64,992	$28.9m0.46%	0.46%	Added +19.4k	+19,392 42.5%
63	HUDBAY MINERALS INC COM HBM	HBM	1,223,000	$28.9m0.46%	0.46%	Added +322.0k	+322,000 35.7%
64	DOVER CORP COM DOV	DOV	126,162	$28.3m0.45%	0.45%	Reduced -4.0k	-4,000 -3.1%
65	CINTAS CORP COM CTAS	CTAS	154,706	$26.3m0.42%	0.42%	Unchanged
66	QUALCOMM INC COM QCOM	QCOM	140,245	$25.9m0.42%	0.42%	Added +2.7k	+2,724 2.0%
67	NVIDIA CORPORATION COM NVDA	NVDA	129,500	$25.9m0.42%	0.42%	Unchanged
68	AURA MINERALS INC SHS NEW AUGO	AUGO	407,000	$25.6m0.41%	0.41%	Added +121.0k	+121,000 42.3%
69	AMERICAN WTR WKS CO INC NEW COM AWK	AWK	193,950	$25.5m0.41%	0.41%	Added +10.5k	+10,504 5.7%
70	AECOM COM ACM	ACM	345,638	$24.1m0.39%	0.39%	Reduced -26.3k	-26,299 -7.1%
71	MADISON AIR SOLUTIONS CORP COM SHS CL A MAIR	MAIR	611,307	$23.8m0.38%	0.38%	New
72	COMFORT SYS USA INC COM FIX	FIX	11,799	$23.4m0.38%	0.38%	Reduced -19.7k	-19,675 -62.5%
73	WESCO INTL INC COM WCC	WCC	65,400	$22.6m0.36%	0.36%	Added +30.4k	+30,400 86.9%
74	CADENCE DESIGN SYSTEM INC COM CDNS	CDNS	58,590	$22.0m0.35%	0.35%	Added +18.6k	+18,590 46.5%
75	TEREX CORP NEW COM TEX	TEX	299,384	$21.7m0.35%	0.35%	New
76	TESLA INC COM TSLA	TSLA	45,314	$19.1m0.31%	0.31%	Added +884	+884 2.0%
77	SNOWFLAKE INC CL A SNOW	SNOW	71,500	$18.2m0.29%	0.29%	Reduced -26.0k	-26,000 -26.7%
78	CAVCO INDS INC DEL COM CVCO	CVCO	29,200	$17.9m0.29%	0.29%	Unchanged
79	TE CONNECTIVITY PLC ORD SHS TEL	TEL	87,430	$17.6m0.28%	0.28%	Added +1.7k	+1,693 2.0%
80	REPUBLIC SVCS INC COM RSG	RSG	81,822	$17.4m0.28%	0.28%	Added +5.0k	+5,000 6.5%
81	VEECO INSTRS INC DEL COM VECO	VECO	230,000	$17.4m0.28%	0.28%	New
82	GFL ENVIRONMENTAL INC SUB VTG SHS GFL	GFL	464,788	$17.1m0.27%	0.27%	Reduced -112.2k	-112,215 -19.4%
83	AZZ INC COM AZZ	AZZ	109,075	$16.9m0.27%	0.27%	Added +52.5k	+52,475 92.7%
84	SMITH A O CORP COM AOS	AOS	253,170	$15.9m0.25%	0.25%	Reduced -16.0k	-16,000 -5.9%
85	HESAI GROUP SPONSORED ADS HSAI	HSAI	833,050	$15.2m0.24%	0.24%	Reduced -7.3k	-7,335 -0.9%
86	CECO ENVIRONMENTAL CORP COM CECO	CECO	165,171	$15.0m0.24%	0.24%	Reduced -33.6k	-33,572 -16.9%
87	AVANTOR INC COM AVTR	AVTR	1,465,796	$14.5m0.23%	0.23%	Reduced -2.7m	-2,723,740 -65.0%
88	COMMERCIAL METALS CO COM CMC	CMC	229,000	$14.4m0.23%	0.23%	Added +64.5k	+64,500 39.2%
89	BENTLEY SYS INC COM CL B BSY	BSY	456,240	$13.6m0.22%	0.22%	Added +167.7k	+167,703 58.1%
90	SPOTIFY TECHNOLOGY S A SHS SPOT	SPOT	29,511	$13.5m0.22%	0.22%	Added +3.0k	+2,971 11.2%
91	SIMPSON MFG INC COM SSD	SSD	63,500	$13.3m0.21%	0.21%	Added +19.5k	+19,500 44.3%
92	ICF INTL INC COM ICFI	ICFI	164,188	$12.0m0.19%	0.19%	Reduced -12.0k	-12,000 -6.8%
93	SYNOPSYS INC COM SNPS	SNPS	26,200	$11.7m0.19%	0.19%	Reduced -14.3k	-14,300 -35.3%
94	BADGER METER INC COM BMI	BMI	75,896	$11.3m0.18%	0.18%	Reduced -65.5k	-65,497 -46.3%
95	CEREBRAS SYSTEMS INC COM CL A CBRS	CBRS	45,000	$9.9m0.16%	0.16%	New
96	OWENS CORNING NEW COM OC	OC	60,000	$9.5m0.15%	0.15%	Added +39.5k	+39,500 192.7%
97	AMBARELLA INC SHS AMBA	AMBA	106,242	$9.1m0.15%	0.15%	Added +2.1k	+2,088 2.0%
98	MUELLER WTR PRODS INC COM SER A MWA	MWA	348,669	$9.0m0.14%	0.14%	Unchanged
99	CISCO SYS INC COM CSCO	CSCO	72,000	$8.5m0.14%	0.14%	Unchanged
100	XPENG INC ADS XPEV	XPEV	633,991	$8.4m0.13%	0.13%	Added +12.4k	+12,426 2.0%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
BROOKFIELD RENEWABLE CORP BEPC	BEPC	1,342,029	$53.5m1.3m shares
FEDERAL SIGNAL CORP FSS	FSS	241,407	$26.1m241.4k shares
CENCORA INC COR	COR	68,000	$21.4m68.0k shares
BROADCOM INC AVGO	AVGO	43,700	$13.5m43.7k shares
VALMONT INDS INC VMI	VMI	33,240	$13.3m33.2k shares
INGERSOLL RAND INC IR	IR	77,900	$6.2m77.9k shares
FABRINET FN	FN	9,800	$5.1m9.8k shares
TRIMBLE INC TRMB	TRMB	6,301	$411.0k6.3k shares
SJW GROUP HTO	HTO	6,127	$359.5k6.1k shares