Royal London Asset Management Ltd

13F filer · CIK 0000863748

Reported Aug 13, 2026

Net seller this quarter

13F portfolio value$54.3BU.S. long equity reported on 13F

Positions67812 new · 24 closed

Net flow last quarter-$3.16BBuys minus sells

Top 10 positions weight35.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 13, 2026678 positions
NVDANvidia Corp	$3.6B	6.63%	0.07%	+0.3%	Q2 2013
AAPLApple Inc.	$2.99B	5.51%	0.07%	+3.6%	Q2 2013
GOOGLAlphabet Inc.	$2.53B	4.66%	0.06%	+1.0%	Q4 2018
MSFTMicrosoft Corp	$2.16B	3.99%	0.08%	+2.1%	Q2 2013
AMZNAmazon Com Inc	$2.12B	3.91%	0.08%	+0.8%	Q2 2013
AZNAstrazeneca PLC	$1.93B	3.55%	Not reported	-1.4%	Q1 2026
AVGOBroadcom Inc.	$1.42B	2.62%	0.08%	-7.4%	Q4 2018
MUMicron Technology Inc	$1.03B	1.91%	0.08%	-8.1%	Q2 2013
VVisa Inc.	$875M	1.61%	0.14%	+13.9%	Q2 2013
LLYELI LILLY & Co	$775M	1.43%	0.07%	-1.6%	Q2 2013
METAMeta Platforms, Inc.	$745M	1.37%	Not reported	-1.1%	Q2 2013
TSMTaiwan Semiconductor Manufacturing Co Ltd	$727M	1.34%	0.01%	-4.5%	Q2 2018
JPMJPMorgan Chase & Co	$717M	1.32%	0.08%	-1.4%	Q2 2013
GOOGAlphabet Inc.	$709M	1.31%	Not reported	-1.4%	Q4 2018
TSLATesla, Inc.	$663M	1.22%	0.04%	+0.9%	Q1 2014
AMDAdvanced Micro Devices Inc	$593M	1.09%	0.06%	-1.2%	Q2 2018
INTCIntel Corp	$582M	1.07%	0.08%	-9.4%	Q2 2013
BRK.BBerkshire Hathaway Inc	$472M	0.87%	Not reported	-1.2%	Q2 2013
CSCOCisco Systems, Inc.	$387M	0.71%	0.08%	+5.1%	Q2 2013
MRKMerck & Co., Inc.	$384M	0.71%	0.12%	+3.1%	Q2 2013
MELIMercadolibre Inc	$355M	0.65%	0.41%	-5.3%	Q2 2018
ABBVAbbVie Inc.	$338M	0.62%	0.08%	-0.7%	Q2 2013
AMATApplied Materials Inc	$333M	0.61%	0.06%	-4.0%	Q2 2013
TXNTexas Instruments Inc	$325M	0.60%	0.12%	+12.6%	Q2 2013
UNHUnitedhealth Group Inc	$310M	0.57%	0.08%	-1.4%	Q2 2013
LINLinde PLC	$305M	0.56%	0.13%	+5.0%	Q4 2018
JNJJohnson & Johnson	$302M	0.56%	0.05%	-1.1%	Q2 2013
XOMExxonMobil Holdings Corp	$302M	0.56%	0.05%	-1.4%	Q2 2013
LRCXLam Research Corp	$287M	0.53%	0.05%	-1.8%	Q2 2013
HDHome Depot, Inc.	$286M	0.53%	0.08%	+0.5%	Q2 2013
FIXComfort Systems USA Inc	$280M	0.52%	0.40%	+2.0%	Q1 2023
CNMCore & Main, Inc.	$265M	0.49%	Not reported	-4.6%	Q4 2023
CATCaterpillar Inc	$259M	0.48%	0.05%	-2.3%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$259M	0.48%	0.57%	-3.2%	Q4 2015
GSGoldman Sachs Group Inc	$253M	0.47%	0.09%	-1.9%	Q2 2013
TTETotalEnergies SE	$252M	0.46%	0.15%	+51.1%	Q4 2025
PGPROCTER & GAMBLE Co	$251M	0.46%	0.07%	+2.2%	Q2 2013
STLDSteel Dynamics Inc	$248M	0.46%	0.75%	-1.5%	Q2 2018
RPRXRoyalty Pharma plc	$242M	0.45%	1.11%	+13.4%	Q1 2021
CBChubb Ltd	$241M	0.44%	0.18%	+32.0%	Q2 2013
WMTWalmart Inc.	$241M	0.44%	0.03%	-0.7%	Q2 2013
HCAHCA Healthcare, Inc.	$236M	0.43%	0.28%	+4.7%	Q2 2013
PMPhilip Morris International Inc.	$219M	0.40%	0.08%	-0.2%	Q2 2013
FERGFerguson Enterprises Inc.	$218M	0.40%	0.47%	+31.5%	Q1 2021
VRTVertiv Holdings Co	$218M	0.40%	0.17%	-14.5%	Q3 2024
COSTCostco Wholesale Corp	$218M	0.40%	0.05%	-0.9%	Q2 2013
TMOThermo Fisher Scientific Inc.	$217M	0.40%	0.12%	-14.8%	Q2 2013
KLACKla Corp	$216M	0.40%	0.05%	-2.1%	Q2 2013
NXTNextpower Inc.	$214M	0.39%	1.32%	+15.3%	Q1 2026
ADIAnalog Devices Inc	$207M	0.38%	0.11%	-3.1%	Q2 2013

Q1 2026Reported May 1, 2026688 positions
NVDANvidia Corp	$3.13B	6.56%	0.07%	+1.7%	Q2 2013
AAPLApple Inc.	$2.53B	5.31%	0.07%	+0.5%	Q2 2013
MSFTMicrosoft Corp	$2.1B	4.41%	0.08%	-4.6%	Q2 2013
AZNAstrazeneca PLC	$2.03B	4.26%	Not reported	New	Q1 2026
GOOGLAlphabet Inc.	$2.02B	4.23%	0.06%	-0.2%	Q4 2018
AMZNAmazon Com Inc	$1.84B	3.86%	0.08%	+3.5%	Q2 2013
AVGOBroadcom Inc.	$1.26B	2.64%	0.09%	+4.1%	Q4 2018
METAMeta Platforms, Inc.	$766M	1.61%	Not reported	+0.6%	Q2 2013
VVisa Inc.	$677M	1.42%	0.12%	-5.1%	Q2 2013
JPMJPMorgan Chase & Co	$653M	1.37%	0.08%	-0.4%	Q2 2013
LLYELI LILLY & Co	$604M	1.27%	0.07%	-11.3%	Q2 2013
GOOGAlphabet Inc.	$584M	1.22%	Not reported	+2.1%	Q4 2018
TSLATesla, Inc.	$581M	1.22%	0.04%	+2.4%	Q1 2014
TSMTaiwan Semiconductor Manufacturing Co Ltd	$538M	1.13%	0.01%	-16.3%	Q2 2018
BRK.BBerkshire Hathaway Inc	$457M	0.96%	Not reported	+1.5%	Q2 2013
MELIMercadolibre Inc	$382M	0.80%	0.44%	-3.0%	Q2 2018
XOMExxonMobil Holdings Corp	$380M	0.80%	0.05%	-0.6%	Q2 2013
MRKMerck & Co., Inc.	$348M	0.73%	0.12%	-9.4%	Q2 2013
MUMicron Technology Inc	$330M	0.69%	0.09%	-12.9%	Q2 2013
JNJJohnson & Johnson	$294M	0.62%	0.05%	+5.4%	Q2 2013
ABBVAbbVie Inc.	$294M	0.62%	0.08%	+2.8%	Q2 2013
CNMCore & Main, Inc.	$284M	0.60%	Not reported	+1.1%	Q4 2023
NFLXNetflix Inc	$278M	0.58%	0.07%	+0.8%	Q2 2013
LINLinde PLC	$277M	0.58%	0.12%	-8.0%	Q4 2018
HCAHCA Healthcare, Inc.	$273M	0.57%	0.26%	-20.8%	Q2 2013
WMTWalmart Inc.	$266M	0.56%	0.03%	+1.4%	Q2 2013
HDHome Depot, Inc.	$265M	0.56%	0.08%	+1.0%	Q2 2013
TMOThermo Fisher Scientific Inc.	$250M	0.52%	0.14%	-6.0%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$248M	0.52%	0.58%	-13.0%	Q4 2015
CSCOCisco Systems, Inc.	$243M	0.51%	0.08%	-1.4%	Q2 2013
PGPROCTER & GAMBLE Co	$242M	0.51%	0.07%	+5.9%	Q2 2013
COSTCostco Wholesale Corp	$234M	0.49%	0.05%	+2.9%	Q2 2013
PEPPepsico Inc	$216M	0.45%	0.10%	+1.8%	Q2 2013
GSGoldman Sachs Group Inc	$215M	0.45%	0.09%	0.0%	Q2 2013
AMDAdvanced Micro Devices Inc	$210M	0.44%	0.06%	+33.2%	Q2 2018
MAMastercard Inc	$210M	0.44%	0.03%	+0.9%	Q2 2013
CVXChevron Corp	$208M	0.44%	0.05%	-0.6%	Q2 2013
UNHUnitedhealth Group Inc	$204M	0.43%	0.08%	+0.7%	Q2 2013
INTCIntel Corp	$203M	0.43%	0.09%	+0.3%	Q2 2013
PMPhilip Morris International Inc.	$201M	0.42%	0.08%	+0.6%	Q2 2013
STLDSteel Dynamics Inc	$198M	0.41%	0.76%	-28.0%	Q2 2018
TTETotalEnergies SE	$195M	0.41%	0.10%	+0.4%	Q4 2025
ISRGIntuitive Surgical Inc	$194M	0.41%	0.12%	+5.2%	Q2 2013
VRTVertiv Holdings Co	$191M	0.40%	0.20%	-16.5%	Q3 2024
FIXComfort Systems USA Inc	$191M	0.40%	0.39%	-29.0%	Q1 2023
NXTNextpower Inc.	$188M	0.39%	1.14%	New	Q1 2026
TXNTexas Instruments Inc	$188M	0.39%	0.11%	-12.0%	Q2 2013
RPRXRoyalty Pharma plc	$183M	0.38%	0.98%	+2019.5%	Q1 2021
KMIKinder Morgan, Inc.	$180M	0.38%	0.24%	-0.8%	Q2 2013
CATCaterpillar Inc	$176M	0.37%	0.05%	-1.3%	Q2 2013

Q4 2025Reported Feb 13, 2026701 positions
NVDANvidia Corp	$3.29B	6.92%	0.07%	+3.7%	Q2 2013
MSFTMicrosoft Corp	$2.88B	6.06%	0.08%	-3.0%	Q2 2013
AAPLApple Inc.	$2.7B	5.68%	0.07%	-0.7%	Q2 2013
GOOGLAlphabet Inc.	$2.2B	4.63%	0.06%	-6.4%	Q4 2018
AMZNAmazon Com Inc	$1.97B	4.15%	0.08%	-4.4%	Q2 2013
AVGOBroadcom Inc.	$1.35B	2.84%	0.08%	-8.4%	Q4 2018
METAMeta Platforms, Inc.	$878M	1.85%	Not reported	+0.2%	Q2 2013
VVisa Inc.	$827M	1.74%	0.13%	-4.1%	Q2 2013
LLYELI LILLY & Co	$795M	1.67%	0.08%	-0.7%	Q2 2013
JPMJPMorgan Chase & Co	$718M	1.51%	0.08%	-1.9%	Q2 2013
TSLATesla, Inc.	$687M	1.45%	0.04%	+0.7%	Q1 2014
GOOGAlphabet Inc.	$626M	1.32%	Not reported	-0.2%	Q4 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$578M	1.22%	0.01%	+0.2%	Q2 2018
BRK.BBerkshire Hathaway Inc	$473M	1.00%	Not reported	+0.6%	Q2 2013
MELIMercadolibre Inc	$458M	0.96%	0.45%	-1.3%	Q2 2018
HCAHCA Healthcare, Inc.	$340M	0.72%	0.32%	-33.6%	Q2 2013
MRKMerck & Co., Inc.	$337M	0.71%	0.13%	-0.1%	Q2 2013
MUMicron Technology Inc	$320M	0.67%	0.10%	-1.5%	Q2 2013
TMOThermo Fisher Scientific Inc.	$313M	0.66%	0.14%	-6.9%	Q2 2013
ABBVAbbVie Inc.	$300M	0.63%	0.07%	+0.7%	Q2 2013
CNMCore & Main, Inc.	$296M	0.62%	Not reported	+12.5%	Q4 2023
HDHome Depot, Inc.	$275M	0.58%	0.08%	+1.4%	Q2 2013
XOMExxonMobil Holdings Corp	$271M	0.57%	0.05%	-1.2%	Q2 2013
NFLXNetflix Inc	$269M	0.57%	0.07%	0.0%	Q2 2013
LINLinde PLC	$259M	0.55%	0.13%	-10.1%	Q4 2018
STLDSteel Dynamics Inc	$259M	0.54%	1.05%	-23.7%	Q2 2018
UNHUnitedhealth Group Inc	$248M	0.52%	0.08%	-0.8%	Q2 2013
CSCOCisco Systems, Inc.	$245M	0.52%	0.08%	-0.3%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$243M	0.51%	0.67%	-2.4%	Q4 2015
PGRProgressive Corp	$238M	0.50%	0.19%	-1.1%	Q2 2013
MAMastercard Inc	$238M	0.50%	0.03%	-0.6%	Q2 2013
JNJJohnson & Johnson	$236M	0.50%	0.05%	+3.1%	Q2 2013
WMTWalmart Inc.	$235M	0.49%	0.03%	-0.7%	Q2 2013
PGPROCTER & GAMBLE Co	$227M	0.48%	0.07%	+1.1%	Q2 2013
ISRGIntuitive Surgical Inc	$226M	0.48%	0.11%	+14.1%	Q2 2013
BKNGBooking Holdings Inc.	$225M	0.47%	0.13%	-0.7%	Q4 2018
INTUIntuit Inc.	$224M	0.47%	0.12%	-1.2%	Q2 2013
GSGoldman Sachs Group Inc	$224M	0.47%	0.09%	0.0%	Q2 2013
ORCLOracle Corp	$213M	0.45%	0.04%	+1.2%	Q2 2013
COSTCostco Wholesale Corp	$197M	0.41%	0.05%	-0.8%	Q2 2013
PEPPepsico Inc	$197M	0.41%	0.10%	+0.8%	Q2 2013
PLTRPalantir Technologies Inc.	$196M	0.41%	0.05%	+4.0%	Q3 2021
WRBBerkley W R Corp	$196M	0.41%	0.74%	+1.0%	Q2 2013
BLDTopBuild Corp	$195M	0.41%	1.66%	+21.0%	Q4 2019
PMPhilip Morris International Inc.	$194M	0.41%	0.08%	+2.3%	Q2 2013
TXNTexas Instruments Inc	$191M	0.40%	0.12%	-1.1%	Q2 2013
FIXComfort Systems USA Inc	$182M	0.38%	0.55%	-19.0%	Q1 2023
QCOMQualcomm Inc	$179M	0.38%	0.10%	+105.8%	Q2 2013
BACBank of America Corp	$178M	0.37%	0.04%	-1.6%	Q2 2013
HDBHDFC Bank Ltd	$172M	0.36%	0.03%	-2.2%	Q3 2019

Q3 2025Reported Nov 13, 2025686 positions
MSFTMicrosoft Corp	$3.18B	6.84%	0.08%	-4.8%	Q2 2013
NVDANvidia Corp	$3.17B	6.82%	0.07%	+1.8%	Q2 2013
AAPLApple Inc.	$2.55B	5.47%	0.07%	-1.6%	Q2 2013
AMZNAmazon Com Inc	$1.96B	4.21%	0.08%	+1.1%	Q2 2013
GOOGLAlphabet Inc.	$1.83B	3.92%	0.06%	-1.8%	Q4 2018
AVGOBroadcom Inc.	$1.4B	3.02%	0.09%	-7.4%	Q4 2018
METAMeta Platforms, Inc.	$975M	2.10%	Not reported	-3.5%	Q2 2013
VVisa Inc.	$840M	1.81%	0.13%	-2.9%	Q2 2013
JPMJPMorgan Chase & Co	$716M	1.54%	0.08%	+0.1%	Q2 2013
TSLATesla, Inc.	$674M	1.45%	0.05%	-0.2%	Q1 2014
LLYELI LILLY & Co	$569M	1.22%	0.08%	+5.6%	Q2 2013
MELIMercadolibre Inc	$539M	1.16%	0.45%	+12.8%	Q2 2018
TSMTaiwan Semiconductor Manufacturing Co Ltd	$530M	1.14%	0.01%	-14.0%	Q2 2018
GOOGAlphabet Inc.	$487M	1.05%	Not reported	-3.2%	Q4 2018
BRK.BBerkshire Hathaway Inc	$470M	1.01%	Not reported	-0.2%	Q2 2013
HCAHCA Healthcare, Inc.	$468M	1.00%	0.48%	-2.3%	Q2 2013
NFLXNetflix Inc	$344M	0.74%	0.07%	-1.9%	Q2 2013
LINLinde PLC	$321M	0.69%	0.14%	+1.9%	Q4 2018
HDHome Depot, Inc.	$319M	0.69%	0.08%	+10.1%	Q2 2013
ORCLOracle Corp	$303M	0.65%	0.04%	+40.3%	Q2 2013
ABBVAbbVie Inc.	$302M	0.65%	0.07%	-0.7%	Q2 2013
TMOThermo Fisher Scientific Inc.	$282M	0.61%	0.15%	-1.8%	Q2 2013
STLDSteel Dynamics Inc	$279M	0.60%	1.37%	+11.9%	Q2 2018
PGRProgressive Corp	$277M	0.60%	0.19%	-9.1%	Q2 2013
CNMCore & Main, Inc.	$272M	0.59%	Not reported	+16.7%	Q4 2023
MRKMerck & Co., Inc.	$269M	0.58%	0.13%	-6.1%	Q2 2013
UNHUnitedhealth Group Inc	$261M	0.56%	0.08%	-2.0%	Q2 2013
XOMExxonMobil Holdings Corp	$257M	0.55%	0.05%	-1.9%	Q2 2013
PGPROCTER & GAMBLE Co	$241M	0.52%	0.07%	-1.2%	Q2 2013
MAMastercard Inc	$238M	0.51%	0.03%	-1.2%	Q2 2013
WABWestinghouse Air Brake Technologies Corp	$234M	0.50%	0.68%	+0.8%	Q4 2015
INTUIntuit Inc.	$234M	0.50%	0.12%	+7.8%	Q2 2013
BKNGBooking Holdings Inc.	$229M	0.49%	0.13%	-12.6%	Q4 2018
WMTWalmart Inc.	$219M	0.47%	0.03%	-1.2%	Q2 2013
CSCOCisco Systems, Inc.	$218M	0.47%	0.08%	-3.9%	Q2 2013
COSTCostco Wholesale Corp	$213M	0.46%	0.05%	-1.7%	Q2 2013
WRBBerkley W R Corp	$212M	0.46%	0.73%	+0.9%	Q2 2013
JNJJohnson & Johnson	$205M	0.44%	0.05%	+16.6%	Q2 2013
TXNTexas Instruments Inc	$204M	0.44%	0.12%	+0.4%	Q2 2013
GSGoldman Sachs Group Inc	$203M	0.44%	0.08%	+9.5%	Q2 2013
FIXComfort Systems USA Inc	$198M	0.43%	0.68%	-29.7%	Q1 2023
PLTRPalantir Technologies Inc.	$194M	0.42%	0.04%	+32.1%	Q3 2021
PMPhilip Morris International Inc.	$191M	0.41%	0.08%	+0.3%	Q2 2013
PEPPepsico Inc	$191M	0.41%	0.10%	+11.7%	Q2 2013
MUMicron Technology Inc	$190M	0.41%	0.10%	+11.4%	Q2 2013
FERGFerguson Enterprises Inc.	$182M	0.39%	0.41%	-5.7%	Q1 2021
ADSKAutodesk, Inc.	$181M	0.39%	0.27%	-2.7%	Q2 2013
SNPSSynopsys Inc	$179M	0.39%	0.20%	+104.7%	Q2 2013
BACBank of America Corp	$170M	0.36%	0.04%	-0.1%	Q2 2013
HDBHDFC Bank Ltd	$165M	0.35%	0.03%	+0.8%	Q3 2019

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