ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2021
Top Holdings662 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5.4M | $1.5B | 6.0% | $111.93 | +133.74% | 11 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 7.9M | $1.1B | 4.4% | $98.29 | +35.70% | 8 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 280,819 | $966.1M | 3.9% | $95.21 | +81.07% | 8 qtrssince 2019-Q3 | Increased 60 |
| 5M | $815.8M | 3.3% | — | — | 1 qtr | New 88 | |
ALPHABET INC-CL A | 322,328 | $786.7M | 3.2% | $66.83 | +81.59% | 11 qtrssince 2018-Q4 | Increased 69 |
| 3.4M | $472.8M | 1.9% | — | — | 2 qtrssince 2021-Q1 | Increased 50 | |
VISA INC-CLASS A SHARES | 1.9M | $455.3M | 1.9% | $150.24 | +49.64% | 11 qtrssince 2018-Q4 | Increased 54 |
META PLATFORMS INC-CLASS A | 1.1M | $384M | 1.6% | $138.46 | +152.38% | 11 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 751,293 | $379.1M | 1.5% | $350.68 | +43.20% | 11 qtrssince 2018-Q4 | Increased 63 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 2.9M | $351M | 1.4% | $90.72 | +22.79% | 11 qtrssince 2018-Q4 | Increased 53 |
TEXAS INSTRUMENTS INC | 1.8M | $340.3M | 1.4% | $96.18 | +72.56% | 11 qtrssince 2018-Q4 | Increased 50 |
ADOBE INC | 547,420 | $320.7M | 1.3% | $383.63 | +52.66% | 11 qtrssince 2018-Q4 | Decreased 0 |
NVIDIA CORP | 371,036 | $297M | 1.2% | $8.64 | +131.30% | 11 qtrssince 2018-Q4 | Increased 61 |
JPMORGAN CHASE & CO | 1.8M | $284.2M | 1.2% | $81.87 | +66.78% | 11 qtrssince 2018-Q4 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 1.9M | $281.3M | 1.1% | $77.64 | +83.49% | 11 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 676,135 | $270.7M | 1.1% | $258.39 | +43.04% | 11 qtrssince 2018-Q4 | Increased 61 |
ALPHABET INC-CL C | 104,150 | $261M | 1.1% | $52.54 | +138.05% | 11 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 895,740 | $248.8M | 1.0% | $209.16 | +32.06% | 8 qtrssince 2019-Q3 | Increased 49 |
JOHNSON & JOHNSON | 1.3M | $221.9M | 0.9% | $107.27 | +34.33% | 11 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 904,661 | $207.6M | 0.8% | $117.46 | +86.14% | 11 qtrssince 2018-Q4 | Increased 44 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $24.5B across 662 positions as of Q2 2021. Top holdings: MSFT (6.0%), AAPL (4.4%), AMZN (3.9%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 32 new positions, 18 exits, 104 increased. Top move: GOOGL (INCREASED, conviction 69). Portfolio: $24.5B across 662 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.
Similar Funds
Funds with similar investing DNA
Explore More
Accumulation Streaks
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Continue exploring
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer