Royal London Asset Management Ltd
Institutional manager — quarterly 13F holdings, Q ending 2026-06-30
Reported value
$54.28B
Q ending 2026-06-30
Prior quarter
$47.68B
Q ending 2026-03-31
Change
+13.8% QoQ · +23.8% YoY
Positions
678
reported holdings
Largest positions
Top 100 of 678 reported positions by value, Q ending 2026-06-30. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $3.60B | 18.0M |
| Apple Inc | AAPL | Shares | $2.99B | 10.3M |
| Alphabet Inc | GOOGL | Shares | $2.53B | 7.1M |
| Microsoft Corp | MSFT | Shares | $2.16B | 5.8M |
| Amazon Com Inc | AMZN | Shares | $2.12B | 8.9M |
| Astrazeneca Plc | Shares | $1.93B | 10.2M | |
| Broadcom Inc | AVGO | Shares | $1.42B | 3.8M |
| Micron Technology Inc | MU | Shares | $1.03B | 896K |
| Visa Inc | V | Shares | $874.9M | 2.6M |
| Eli Lilly & Co | LLY | Shares | $774.7M | 646K |
| Meta Platforms Inc | META | Shares | $745.1M | 1.3M |
| Taiwan Semiconductor Manufac | TSM | Shares | $726.5M | 1.5M |
| Jpmorgan Chase & Co | JPM | Shares | $716.8M | 2.2M |
| Alphabet Inc | GOOG | Shares | $709.1M | 2.0M |
| Tesla Inc | TSLA | Shares | $663.1M | 1.6M |
| Advanced Micro Devices Inc | AMD | Shares | $592.8M | 1.0M |
| Intel Corp | INTC | Shares | $581.8M | 4.2M |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $472.0M | 943K |
| Cisco Sys Inc | CSCO | Shares | $387.3M | 3.3M |
| Merck & Co Inc | MRK | Shares | $383.8M | 3.0M |
| Mercadolibre Inc | MELI | Shares | $354.8M | 209K |
| Abbvie Inc | ABBV | Shares | $337.8M | 1.3M |
| Applied Matls Inc | AMAT | Shares | $332.6M | 460K |
| Texas Instrs Inc | TXN | Shares | $324.7M | 1.1M |
| Unitedhealth Group Inc | UNH | Shares | $309.8M | 745K |
| Linde Plc | Shares | $304.9M | 588K | |
| Johnson & Johnson | JNJ | Shares | $302.1M | 1.2M |
| Exxon Mobil Corp | XOM | Shares | $301.6M | 2.2M |
| Lam Research Corp | LRCX | Shares | $286.7M | 662K |
| Home Depot Inc | HD | Shares | $285.7M | 810K |
| Comfort Sys Usa Inc | FIX | Shares | $279.5M | 141K |
| Core & Main Inc | CNM | Shares | $264.8M | 5.5M |
| Caterpillar Inc | CAT | Shares | $259.1M | 243K |
| Wabtec | WAB | Shares | $259.1M | 961K |
| Goldman Sachs Group Inc | GS | Shares | $252.6M | 250K |
| Totalenergies Se | Shares | $251.5M | 3.2M | |
| Procter & Gamble Co | PG | Shares | $251.3M | 1.7M |
| Steel Dynamics Inc | STLD | Shares | $248.5M | 1.1M |
| Royalty Pharma Plc | Shares | $242.2M | 4.3M | |
| Chubb Limited | Shares | $240.5M | 706K | |
| Walmart Inc | WMT | Shares | $240.5M | 2.1M |
| Hca Healthcare Inc | HCA | Shares | $235.6M | 604K |
| Philip Morris Intl Inc | PM | Shares | $219.5M | 1.2M |
| Ferguson Enterprises Inc | FERG | Shares | $218.1M | 919K |
| Vertiv Holdings Co | VRT | Shares | $218.1M | 651K |
| Costco Wholesale Corporation | COST | Shares | $217.9M | 233K |
| Thermo Fisher Scientific Inc | TMO | Shares | $217.2M | 433K |
| Kla Corp | KLAC | Shares | $216.4M | 717K |
| Nextpower Inc | NXT | Shares | $214.1M | 1.8M |
| Analog Devices Inc | ADI | Shares | $207.1M | 521K |
| Netflix Inc. | NFLX | Shares | $200.6M | 2.8M |
| Hubbell Inc | HUBB | Shares | $199.3M | 381K |
| Mastercard Incorporated | MA | Shares | $198.5M | 386K |
| Qualcomm Inc | QCOM | Shares | $198.4M | 1.1M |
| Ge Vernova Inc | GEV | Shares | $196.4M | 167K |
| Ge Aerospace | GE | Shares | $192.2M | 514K |
| Danaher Corp Del | DHR | Shares | $191.9M | 1.0M |
| Pepsico Inc | PEP | Shares | $188.0M | 1.4M |
| Bank Of Amer Corp | BAC | Shares | $181.5M | 3.2M |
| Ferrari N V | Shares | $177.9M | 478K | |
| Ubs Group Ag | Shares | $171.9M | 3.5M | |
| Chevron Corporation | CVX | Shares | $164.4M | 992K |
| Oracle Corp | ORCL | Shares | $160.9M | 1.1M |
| Coca Cola Co | KO | Shares | $160.5M | 2.0M |
| Cme Group Inc | CME | Shares | $158.3M | 717K |
| Union Pac Corp | UNP | Shares | $157.5M | 579K |
| Intuitive Surgical Inc | ISRG | Shares | $156.9M | 395K |
| Ciena Corp | CIEN | Shares | $156.3M | 319K |
| Progressive Corp | PGR | Shares | $153.5M | 703K |
| Kinder Morgan Inc Del | KMI | Shares | $151.5M | 4.7M |
| Api Group Corp | APG | Shares | $151.2M | 3.6M |
| Berkley W R Corp | WRB | Shares | $149.2M | 2.1M |
| Booking Holdings Inc | BKNG | Shares | $145.7M | 818K |
| Moodys Corp | MCO | Shares | $144.9M | 320K |
| Halozyme Therapeutics Inc | HALO | Shares | $141.7M | 1.8M |
| United Rentals Inc | URI | Shares | $137.6M | 121K |
| Lockheed Martin Corp | LMT | Shares | $134.3M | 264K |
| Palo Alto Networks Inc | PANW | Shares | $132.6M | 389K |
| Morgan Stanley | MS | Shares | $132.0M | 631K |
| Synopsys Inc | SNPS | Shares | $131.3M | 294K |
| Marvell Technology Inc | MRVL | Shares | $129.9M | 436K |
| Fortinet Inc | FTNT | Shares | $129.2M | 841K |
| Western Digital Corp | WDC | Shares | $127.3M | 199K |
| Sandisk Corp | SNDK | Shares | $126.8M | 56K |
| Ametek Inc | AME | Shares | $126.8M | 524K |
| Palantir Technologies Inc | PLTR | Shares | $124.9M | 1.1M |
| Applovin Corp | APP | Shares | $124.2M | 241K |
| Wells Fargo & Co | WFC | Shares | $124.2M | 1.5M |
| Parker-Hannifin Corp | PH | Shares | $122.9M | 126K |
| International Business Machs | IBM | Shares | $122.7M | 436K |
| Schwab Charles Corp | SCHW | Shares | $121.0M | 1.3M |
| Citigroup Inc | C | Shares | $120.1M | 858K |
| Amphenol Corp | APH | Shares | $119.9M | 680K |
| Vertex Pharmaceuticals Inc | VRTX | Shares | $119.9M | 241K |
| Companhia De Saneamento Basi | SBS | Shares | $118.8M | 20.6M |
| Rtx Corporation | RTX | Shares | $118.6M | 625K |
| Blackrock Inc | BLK | Shares | $118.3M | 123K |
| Agco Corp | AGCO | Shares | $118.3M | 989K |
| S&P Global Inc | SPGI | Shares | $117.4M | 305K |
| Wheaton Precious Metals Corp | WPM | Shares | $116.9M | 1.0M |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.