ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q2 2023
Top Holdings679 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7M | $2.4B | 7.7% | $162.46 | +102.36% | 19 qtrssince 2018-Q4 | Increased 69 |
APPLE INC | 9.7M | $1.9B | 6.1% | $119.75 | +59.60% | 16 qtrssince 2019-Q3 | Increased 74 |
AMAZON.COM INC | 8.8M | $1.1B | 3.7% | $106.26 | +20.37% | 16 qtrssince 2019-Q3 | Increased 66 |
ALPHABET INC-CL A | 7.4M | $884.2M | 2.9% | $99.07 | +19.32% | 19 qtrssince 2018-Q4 | Increased 64 |
VISA INC-CLASS A SHARES | 3.7M | $884.1M | 2.9% | $174.87 | +32.49% | 19 qtrssince 2018-Q4 | Increased 57 |
NVIDIA CORP | 1.8M | $754M | 2.4% | $23.64 | +72.52% | 19 qtrssince 2018-Q4 | Increased 63 |
UNITEDHEALTH GROUP INC | 1.4M | $667.4M | 2.2% | $365.93 | +24.20% | 19 qtrssince 2018-Q4 | Increased 62 |
ELI LILLY & CO | 1.3M | $593.1M | 1.9% | $209.74 | +118.58% | 19 qtrssince 2018-Q4 | Increased 54 |
THERMO FISHER SCIENTIFIC INC | 837,466 | $436.7M | 1.4% | $370.46 | +37.80% | 19 qtrssince 2018-Q4 | Increased 52 |
HCA HOLDINGS INC | 1.4M | $433.9M | 1.4% | $185.95 | +58.40% | 19 qtrssince 2018-Q4 | Increased 53 |
STEEL DYNAMICS INC | 3.7M | $406.6M | 1.3% | $52.60 | +100.06% | 19 qtrssince 2018-Q4 | Increased 56 |
| 2.5M | $386.4M | 1.3% | — | — | 10 qtrssince 2021-Q1 | Decreased 0 | |
TEXAS INSTRUMENTS INC | 2.1M | $371M | 1.2% | $108.11 | +51.76% | 19 qtrssince 2018-Q4 | Increased 51 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.6M | $367.1M | 1.2% | $88.65 | +9.37% | 19 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 1.2M | $336.6M | 1.1% | $179.70 | +55.58% | 19 qtrssince 2018-Q4 | Increased 58 |
THOR INDUSTRIES INC | 3.3M | $336.5M | 1.1% | $75.77 | +28.22% | 6 qtrssince 2022-Q1 | Increased 59 |
BERKSHIRE HATHAWAY INC-CL B | 969,272 | $330.5M | 1.1% | $246.81 | +36.50% | 16 qtrssince 2019-Q3 | Increased 56 |
PROGRESSIVE CORP | 2.4M | $322.2M | 1.0% | $89.97 | +34.21% | 19 qtrssince 2018-Q4 | Increased 53 |
TESLA INC | 1.1M | $296.9M | 1.0% | $224.85 | +14.52% | 19 qtrssince 2018-Q4 | Increased 52 |
JPMORGAN CHASE & CO | 2M | $296.7M | 1.0% | $95.90 | +40.40% | 19 qtrssince 2018-Q4 | Increased 54 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $30.9B across 679 positions as of Q2 2023. Top holdings: MSFT (7.7%), AAPL (6.1%), AMZN (3.7%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 12 new positions, 6 exits, 484 increased. Top move: AAPL (INCREASED, conviction 74). Portfolio: $30.9B across 679 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