ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2019
Top Holdings637 positions
Microsoft Corp. | 4.7M | $739.7M | 5.1% | $95.90 | +55.15% | 5 qtrssince 2018-Q4 | Increased 63 |
Apple Inc. | 2.2M | $629M | 4.4% | $53.73 | +31.50% | 2 qtrssince 2019-Q3 | Decreased 0 |
Amazon.com, Inc. | 240,076 | $443.5M | 3.1% | $86.80 | +6.45% | 2 qtrssince 2019-Q3 | Decreased 0 |
Alphabet Inc. | 248,798 | $333.5M | 2.3% | $53.06 | +25.02% | 5 qtrssince 2018-Q4 | Increased 58 |
JPMorgan Chase & Co. | 1.9M | $257.2M | 1.8% | $79.32 | +46.85% | 5 qtrssince 2018-Q4 | Increased 48 |
Visa Inc | 1.4M | $253.8M | 1.8% | $127.41 | +40.51% | 5 qtrssince 2018-Q4 | Increased 50 |
Meta Platforms Inc | 1.2M | $241M | 1.7% | $131.51 | +54.59% | 5 qtrssince 2018-Q4 | Increased 49 |
Johnson & Johnson | 1.5M | $217.8M | 1.5% | $104.85 | +15.64% | 5 qtrssince 2018-Q4 | Increased 49 |
Alphabet Inc. | 151,705 | $202.8M | 1.4% | $51.47 | +28.67% | 5 qtrssince 2018-Q4 | Increased 49 |
ALIBABA GROUP HLDG LTD | 916,609 | $195.1M | 1.4% | $150.05 | +34.75% | 5 qtrssince 2018-Q4 | Increased 60 |
EXXON MOBIL CORP | 2.6M | $183.4M | 1.3% | $49.51 | +5.52% | 5 qtrssince 2018-Q4 | Increased 49 |
Berkshire Hathaway Inc. | 806,622 | $182.2M | 1.3% | $208.58 | +8.59% | 2 qtrssince 2019-Q3 | Increased 50 |
VERIZON COMMUNICATIONS INC | 2.7M | $167.7M | 1.2% | $36.23 | +12.82% | 5 qtrssince 2018-Q4 | Increased 49 |
UnitedHealth Group Inc. | 512,678 | $150.7M | 1.0% | $218.61 | +19.58% | 5 qtrssince 2018-Q4 | Increased 49 |
Home Depot Inc. | 602,591 | $131M | 0.9% | $142.88 | +29.39% | 5 qtrssince 2018-Q4 | Increased 44 |
ANSYS INC | 488,787 | $125.5M | 0.9% | — | — | 5 qtrssince 2018-Q4 | Increased 52 |
The Procter & Gamble Co. | 988,798 | $123.1M | 0.9% | $76.01 | +38.42% | 5 qtrssince 2018-Q4 | Increased 43 |
BK OF AMERICA CORP | 3.2M | $114.1M | 0.8% | $24.64 | +21.40% | 2 qtrssince 2019-Q3 | Decreased 0 |
AT&T INC | 2.9M | $113.8M | 0.8% | $12.54 | +47.00% | 5 qtrssince 2018-Q4 | Increased 43 |
AGILENT TECHNOLOGIES INC | 1.3M | $113.5M | 0.8% | $72.07 | +13.00% | 5 qtrssince 2018-Q4 | Increased 46 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $14.4B across 637 positions as of Q4 2019. Top holdings: MSFT (5.1%), AAPL (4.4%), AMZN (3.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 10 new positions, 30 exits, 264 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $14.4B across 637 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
Position Outcomes
Best and worst performing positions by estimated return
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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
Verify source filings on SEC EDGAR