ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q1 2024
Top Holdings668 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.4M | $3.1B | 7.8% | $174.78 | +137.62% | 22 qtrssince 2018-Q4 | Increased 64 |
APPLE INC | 10.5M | $1.8B | 4.5% | $123.63 | +37.21% | 19 qtrssince 2019-Q3 | Increased 59 |
NVIDIA CORP | 1.8M | $1.7B | 4.2% | $24.41 | +270.05% | 22 qtrssince 2018-Q4 | Decreased 0 |
AMAZON.COM INC | 8.8M | $1.6B | 4.0% | $107.40 | +67.95% | 19 qtrssince 2019-Q3 | Increased 59 |
ALPHABET INC-CL A | 8.4M | $1.3B | 3.1% | $104.17 | +43.80% | 22 qtrssince 2018-Q4 | Increased 63 |
VISA INC-CLASS A SHARES | 3.3M | $916.3M | 2.3% | $177.16 | +54.59% | 22 qtrssince 2018-Q4 | Increased 55 |
UNITEDHEALTH GROUP INC | 1.6M | $789.2M | 2.0% | $381.27 | +25.17% | 22 qtrssince 2018-Q4 | Increased 54 |
ELI LILLY & CO | 849,646 | $661M | 1.6% | $209.74 | +264.67% | 22 qtrssince 2018-Q4 | Decreased 0 |
META PLATFORMS INC-CLASS A | 1.3M | $655.5M | 1.6% | $203.97 | +136.66% | 22 qtrssince 2018-Q4 | Increased 52 |
STEEL DYNAMICS INC | 3.7M | $547.1M | 1.4% | $54.21 | +166.50% | 22 qtrssince 2018-Q4 | Increased 50 |
THERMO FISHER SCIENTIFIC INC | 875,878 | $509.1M | 1.3% | $377.14 | +53.25% | 22 qtrssince 2018-Q4 | Increased 50 |
BROADCOM INC | 381,436 | $505.6M | 1.3% | $85.13 | +52.89% | 22 qtrssince 2018-Q4 | Increased 79 |
JPMORGAN CHASE & CO | 2.3M | $470.4M | 1.2% | $104.76 | +83.16% | 22 qtrssince 2018-Q4 | Increased 52 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.4M | $465.7M | 1.2% | $88.76 | +49.73% | 22 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 2.1M | $439.4M | 1.1% | $89.97 | +111.54% | 22 qtrssince 2018-Q4 | Decreased 0 |
HCA HOLDINGS INC | 1.3M | $420M | 1.0% | $194.53 | +69.21% | 22 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 986,124 | $414.7M | 1.0% | $249.85 | +68.31% | 19 qtrssince 2019-Q3 | Increased 49 |
MERCADOLIBRE INC | 236,845 | $358.1M | 0.9% | $1,277.71 | +18.33% | 22 qtrssince 2018-Q4 | Increased 52 |
| 1.6M | $358.1M | 0.9% | — | — | 13 qtrssince 2021-Q1 | Decreased 0 | |
THOR INDUSTRIES INC | 3M | $350.2M | 0.9% | $75.77 | +48.50% | 9 qtrssince 2022-Q1 | Decreased 0 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $40.1B across 668 positions as of Q1 2024. Top holdings: MSFT (7.8%), AAPL (4.5%), NVDA (4.2%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 8 new positions, 17 exits, 322 increased. Top move: AVGO (INCREASED, conviction 79). Portfolio: $40.1B across 668 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
Top Winners
Top Losers
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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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer