ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2020
Top Holdings650 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 4.8M | $949M | 6.6% | $97.09 | +95.14% | 7 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 2M | $715.1M | 5.0% | $53.73 | +64.20% | 4 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 248,797 | $667.1M | 4.7% | $86.74 | +54.51% | 4 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 247,995 | $346.6M | 2.4% | $53.31 | +30.05% | 7 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.4M | $275.4M | 1.9% | $130.11 | +41.90% | 7 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 1.2M | $256.1M | 1.8% | $134.07 | +63.44% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 148,272 | $206.9M | 1.4% | $51.68 | +33.95% | 7 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 957,506 | $205.9M | 1.4% | $151.42 | +34.86% | 7 qtrssince 2018-Q4 | Decreased 0 |
JOHNSON & JOHNSON | 1.5M | $202.7M | 1.4% | $105.21 | +13.12% | 7 qtrssince 2018-Q4 | Decreased 0 |
TEXAS INSTRUMENTS INC | 1.5M | $186.7M | 1.3% | $87.57 | +21.99% | 7 qtrssince 2018-Q4 | Increased 61 |
JPMORGAN CHASE & CO | 1.8M | $167.5M | 1.2% | $79.45 | +0.43% | 7 qtrssince 2018-Q4 | Decreased 0 |
ANSYS INC | 538,421 | $151.9M | 1.1% | — | — | 7 qtrssince 2018-Q4 | Increased 51 |
VERIZON COMMUNICATIONS INC | 2.7M | $148.1M | 1.0% | $37.50 | +3.96% | 7 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 505,277 | $146.5M | 1.0% | $220.52 | +20.18% | 7 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 412,297 | $144.7M | 1.0% | $247.17 | +39.94% | 7 qtrssince 2018-Q4 | Increased 49 |
HOME DEPOT INC | 584,826 | $143.9M | 1.0% | $144.87 | +48.81% | 7 qtrssince 2018-Q4 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 1.6M | $137.4M | 1.0% | $72.96 | +16.16% | 7 qtrssince 2018-Q4 | Increased 47 |
BERKSHIRE HATHAWAY INC-CL B | 761,984 | $135M | 0.9% | $207.73 | -14.70% | 4 qtrssince 2019-Q3 | Decreased 0 |
EXXON MOBIL CORP | 2.9M | $129.6M | 0.9% | $47.68 | -27.73% | 7 qtrssince 2018-Q4 | Increased 44 |
ADOBE INC | 294,160 | $124.8M | 0.9% | $290.13 | +50.04% | 7 qtrssince 2018-Q4 | Increased 56 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $14.3B across 650 positions as of Q2 2020. Top holdings: MSFT (6.6%), AAPL (5.0%), AMZN (4.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 12 new positions, 17 exits, 55 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $14.3B across 650 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
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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