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ROYAL LONDON ASSET MANAGEMENT LTD 13F holdings

Filed 2026-08-13 · ROYAL LONDON ASSET MANAGEMENT LTD · 678 positions · $54.3B

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TickerCompanySharesValue% of portfolio
NVDANVIDIA CORPORATION18.0M$3.6B6.6%
AAPLAPPLE INC10.3M$3.0B5.5%
GOOGLALPHABET INC7.1M$2.5B4.7%
MSFTMICROSOFT CORP5.8M$2.2B4.0%
AMZNAMAZON COM INC8.9M$2.1B3.9%
—ASTRAZENECA PLC10.2M$1.9B3.5%
AVGOBROADCOM INC3.8M$1.4B2.6%
MUMICRON TECHNOLOGY INC895.9K$1.0B1.9%
VVISA INC2.6M$874.9M1.6%
LLYELI LILLY & CO645.9K$774.7M1.4%
METAMETA PLATFORMS INC1.3M$745.1M1.4%
TSMTAIWAN SEMICONDUCTOR MANUFAC1.5M$726.5M1.3%
JPMJPMORGAN CHASE & CO2.2M$716.8M1.3%
GOOGALPHABET INC2.0M$709.1M1.3%
TSLATESLA INC1.6M$663.1M1.2%
AMDADVANCED MICRO DEVICES INC1.0M$592.8M1.1%
INTCINTEL CORP4.2M$581.8M1.1%
BRK-BBERKSHIRE HATHAWAY INC DEL943.4K$472.0M0.9%
CSCOCISCO SYS INC3.3M$387.3M0.7%
MRKMERCK & CO INC3.0M$383.8M0.7%
MELIMERCADOLIBRE INC209.0K$354.8M0.7%
ABBVABBVIE INC1.3M$337.8M0.6%
AMATAPPLIED MATLS INC460.0K$332.6M0.6%
TXNTEXAS INSTRS INC1.1M$324.7M0.6%
UNHUNITEDHEALTH GROUP INC745.3K$309.8M0.6%
LINLINDE PLC587.6K$304.9M0.6%
JNJJOHNSON & JOHNSON1.2M$302.1M0.6%
EXMOCEXXON MOBIL CORP2.2M$301.6M0.6%
LRCXLAM RESEARCH CORP661.7K$286.7M0.5%
HDHOME DEPOT INC810.1K$285.7M0.5%
FIXCOMFORT SYS USA INC141.0K$279.5M0.5%
CNMCORE & MAIN INC5.5M$264.8M0.5%
CATCATERPILLAR INC243.3K$259.1M0.5%
WABWABTEC960.9K$259.1M0.5%
GSGOLDMAN SACHS GROUP INC249.8K$252.6M0.5%
—TOTALENERGIES SE3.2M$251.5M0.5%
PGPROCTER & GAMBLE CO1.7M$251.3M0.5%
STLDSTEEL DYNAMICS INC1.1M$248.5M0.5%
—ROYALTY PHARMA PLC4.3M$242.2M0.4%
CBCHUBB LIMITED705.9K$240.5M0.4%
WMTWALMART INC2.1M$240.5M0.4%
HCAHCA HEALTHCARE INC604.4K$235.6M0.4%
PMPHILIP MORRIS INTL INC1.2M$219.5M0.4%
FERGFERGUSON ENTERPRISES INC919.1K$218.1M0.4%
VRTVERTIV HOLDINGS CO651.5K$218.1M0.4%
COSTCOSTCO WHOLESALE CORPORATION233.0K$217.9M0.4%
TMOTHERMO FISHER SCIENTIFIC INC433.3K$217.2M0.4%
KLACKLA CORP717.1K$216.4M0.4%
NXPWNEXTPOWER INC1.8M$214.1M0.4%
ADIANALOG DEVICES INC521.4K$207.1M0.4%
NFLXNETFLIX INC.2.8M$200.6M0.4%
HUBBHUBBELL INC380.9K$199.3M0.4%
MAMASTERCARD INCORPORATED386.4K$198.5M0.4%
QCOMQUALCOMM INC1.1M$198.4M0.4%
GEVGE VERNOVA INC167.1K$196.4M0.4%
GEGE AEROSPACE514.4K$192.2M0.4%
DHRDANAHER CORP DEL1.0M$191.9M0.4%
PEPPEPSICO INC1.4M$188.0M0.3%
BACBANK OF AMER CORP3.2M$181.5M0.3%
RACEFERRARI N V477.7K$177.9M0.3%
Top Fund Holdings
13F
Top Fund Holdings

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