ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2020
Top Holdings696 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 5M | $1.1B | 5.9% | $102.45 | +107.62% | 9 qtrssince 2018-Q4 | Decreased 0 |
APPLE INC | 7.9M | $1.1B | 5.5% | $97.87 | +31.61% | 6 qtrssince 2019-Q3 | Decreased 0 |
AMAZON.COM INC | 258,634 | $842.3M | 4.4% | $89.76 | +83.04% | 6 qtrssince 2019-Q3 | Decreased 0 |
ALPHABET INC-CL A | 262,237 | $459.4M | 2.4% | $54.83 | +57.15% | 9 qtrssince 2018-Q4 | Decreased 0 |
VISA INC-CLASS A SHARES | 1.7M | $367.7M | 1.9% | $139.78 | +50.00% | 9 qtrssince 2018-Q4 | Increased 51 |
META PLATFORMS INC-CLASS A | 1.1M | $302.1M | 1.6% | $134.07 | +101.38% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALIBABA GROUP HOLDING-SP ADR | 1.2M | $280.5M | 1.5% | $167.21 | +35.40% | 9 qtrssince 2018-Q4 | Increased 60 |
TEXAS INSTRUMENTS INC | 1.6M | $270.6M | 1.4% | $91.24 | +53.48% | 9 qtrssince 2018-Q4 | Decreased 0 |
ADOBE INC | 521,090 | $260.5M | 1.4% | $377.38 | +32.53% | 9 qtrssince 2018-Q4 | Increased 48 |
JOHNSON & JOHNSON | 1.6M | $253.1M | 1.3% | $107.27 | +26.22% | 9 qtrssince 2018-Q4 | Decreased 0 |
ALPHABET INC-CL C | 142,468 | $249.6M | 1.3% | $51.68 | +67.04% | 9 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 501,119 | $233.3M | 1.2% | $281.37 | +61.96% | 9 qtrssince 2018-Q4 | Decreased 0 |
JPMORGAN CHASE & CO | 1.8M | $230.9M | 1.2% | $80.08 | +36.87% | 9 qtrssince 2018-Q4 | Increased 49 |
ANSYS INC | 625,041 | $227.3M | 1.2% | — | — | 9 qtrssince 2018-Q4 | Decreased 0 |
AGILENT TECHNOLOGIES INC | 1.9M | $225.4M | 1.2% | $77.48 | +46.94% | 9 qtrssince 2018-Q4 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 907,626 | $210.4M | 1.1% | $208.36 | +10.22% | 6 qtrssince 2019-Q3 | Increased 49 |
VERIZON COMMUNICATIONS INC | 3.4M | $196.9M | 1.0% | $38.49 | +10.02% | 9 qtrssince 2018-Q4 | Increased 49 |
TESLA INC | 274,523 | $193.6M | 1.0% | $118.01 | +96.25% | 9 qtrssince 2018-Q4 | Decreased 0 |
UNITEDHEALTH GROUP INC | 501,951 | $175.9M | 0.9% | $220.52 | +44.20% | 9 qtrssince 2018-Q4 | Decreased 0 |
PROCTER & GAMBLE CO/THE | 1.2M | $173.3M | 0.9% | $87.05 | +37.98% | 9 qtrssince 2018-Q4 | Decreased 0 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $19.1B across 696 positions as of Q4 2020. Top holdings: MSFT (5.9%), AAPL (5.5%), AMZN (4.4%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 4/5.0.
Active quarter - 72 new positions, 6 exits, 139 increased. Top move: BABA (INCREASED, conviction 60). Portfolio: $19.1B across 696 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