ROYAL LONDON ASSET MANAGEMENT LTDROYAL LONDON ASSET MANAGEMENT LTD

Institutional investor · Portfolio as of Q1 2026

SEC EDGAR SourceSEC Filings

Top Holdings688 positions

Activity:
Stock
Shares
Value
Weight
Avg Buy
Est. P&L
Held
Conviction

NVIDIA CORPORATION

17.9M$3.1B6.6%$117.35+79.77%
30 qtrssince 2018-Q4
Increased
63

APPLE INC

10M$2.5B5.3%$130.16+142.25%
27 qtrssince 2019-Q3
Increased
62

MICROSOFT CORP

5.7M$2.1B4.4%$182.12+111.45%
30 qtrssince 2018-Q4
Decreased
0

ASTRAZENECA PLC

10.3M$2B4.3%$201.76-14.94%
1 qtr
New
88

ALPHABET INC

7M$2B4.2%$107.98+230.80%
30 qtrssince 2018-Q4
Decreased
0

AMAZON COM INC

8.8M$1.8B3.9%$118.56+106.93%
27 qtrssince 2019-Q3
Increased
61

BROADCOM INC

4.1M$1.3B2.6%$169.88+135.44%
30 qtrssince 2018-Q4
Increased
57

META PLATFORMS INC

1.3M$765.5M1.6%$256.94+160.45%
30 qtrssince 2018-Q4
Increased
50

VISA INC

2.2M$676.8M1.4%$186.46+87.16%
30 qtrssince 2018-Q4
Decreased
0

JPMORGAN CHASE & CO

2.2M$653M1.4%$114.78+193.14%
30 qtrssince 2018-Q4
Decreased
0

ELI LILLY & CO

656,585$603.9M1.3%$276.44+329.97%
30 qtrssince 2018-Q4
Decreased
0

ALPHABET INC

2M$583.8M1.2%$109.80+223.33%
30 qtrssince 2018-Q4
Increased
51

TESLA INC

1.6M$581.1M1.2%$242.66+68.04%
30 qtrssince 2018-Q4
Increased
51
TSMTSM
ADR

TAIWAN SEMICONDUCTOR MANUFAC

1.6M$538.2M1.1%$89.54+384.82%
30 qtrssince 2018-Q4
Decreased
0

BERKSHIRE HATHAWAY INC DEL

954,605$457.4M1.0%$279.80+70.60%
27 qtrssince 2019-Q3
Increased
45

MERCADOLIBRE INC

220,654$381.5M0.8%$1,492.34+24.11%
30 qtrssince 2018-Q4
Decreased
0

EXXON MOBIL CORP

2.2M$379.7M0.8%$73.21+89.70%
30 qtrssince 2018-Q4
Decreased
0

MERCK & CO INC

2.9M$348.4M0.7%$81.78+51.06%
30 qtrssince 2018-Q4
Decreased
0

MICRON TECHNOLOGY INC

975,315$329.5M0.7%$81.22+1105.72%
30 qtrssince 2018-Q4
Decreased
0

JOHNSON & JOHNSON

1.2M$294M0.6%$139.70+83.96%
30 qtrssince 2018-Q4
Increased
46
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$47.7B
AUM
688
Positions
Q1 2026
Filing
Rating · 3.0
Quarterly Portfolio Change
+1%Q4'24$41B+3%Q1'25$42.2B+4%Q2'25$43.8B+6%Q3'25$46.5B+2%Q4'25$47.5B+0%Q1'26$47.7B
Activity profile
$ moved · Q1'26
New26%Increased33%Decreased40%Exited1%
Composition
Equity vs derivatives
Equity100%Puts0%Calls0%
Holding period
Avg 5.5 years
<1Q2%1-4Q4%1-2Y11%2Y+83%

ROYAL LONDON ASSET MANAGEMENT LTD manages $47.7B across 688 positions as of Q1 2026. Top holdings: NVDA (6.6%), AAPL (5.3%), MSFT (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3/5.0.

Q1 2026 Summary

Active quarter - 16 new positions, 30 exits, 270 increased. Top move: AZN (NEW, conviction 88). Portfolio: $47.7B across 688 positions.

Top holdings by portfolio weight

Total AUM$48B
NVDA6.56%
AAPL5.31%
MSFT4.41%
AZN4.26%
GOOGL4.23%
AMZN3.86%
AVGO2.64%
META1.61%
V1.42%
JPM1.37%
Other1.27%

Portfolio allocation by GICS sector

Sectors11
Technology30.65%
Healthcare13.67%
Financial Services12.02%
Consumer Cyclical10.04%
Industrials9.75%
Communication Services9.36%
Consumer Defensive4.57%
Energy4.03%
Basic Materials2.51%
Utilities1.80%
Other1.62%

Behavioral investing profile

7-dimension quality assessment
Solid(3.0 / 5.0)
Track Record70
Conviction42
Concentration54
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Position Outcomes

Best and worst performing positions by estimated return

Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.

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Accumulation Streaks

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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer

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