ROYAL LONDON ASSET MANAGEMENT LTD
Institutional investor · Portfolio as of Q4 2023
Top Holdings677 positions
Stock | Shares | Value | Weight | Avg Buy | Est. P&L | Held | Conviction |
|---|---|---|---|---|---|---|---|
MICROSOFT CORP | 7.2M | $2.7B | 7.8% | $167.41 | +121.33% | 21 qtrssince 2018-Q4 | Increased 63 |
APPLE INC | 10.3M | $2B | 5.7% | $122.94 | +54.72% | 18 qtrssince 2019-Q3 | Increased 63 |
AMAZON.COM INC | 8.7M | $1.3B | 3.8% | $106.48 | +42.69% | 18 qtrssince 2019-Q3 | Increased 59 |
ALPHABET INC-CL A | 7.8M | $1.1B | 3.1% | $100.80 | +37.54% | 21 qtrssince 2018-Q4 | Increased 60 |
NVIDIA CORP | 1.8M | $913.4M | 2.6% | $24.41 | +102.79% | 21 qtrssince 2018-Q4 | Increased 55 |
VISA INC-CLASS A SHARES | 3.3M | $852M | 2.4% | $176.84 | +44.21% | 21 qtrssince 2018-Q4 | Increased 56 |
UNITEDHEALTH GROUP INC | 1.5M | $776.2M | 2.2% | $373.40 | +35.48% | 21 qtrssince 2018-Q4 | Decreased 0 |
ELI LILLY & CO | 890,201 | $518.9M | 1.5% | $209.74 | +172.77% | 21 qtrssince 2018-Q4 | Decreased 0 |
THERMO FISHER SCIENTIFIC INC | 868,393 | $460.9M | 1.3% | $375.41 | +40.51% | 21 qtrssince 2018-Q4 | Increased 50 |
META PLATFORMS INC-CLASS A | 1.3M | $457M | 1.3% | $191.30 | +83.74% | 21 qtrssince 2018-Q4 | Increased 50 |
STEEL DYNAMICS INC | 3.6M | $429M | 1.2% | $52.76 | +117.44% | 21 qtrssince 2018-Q4 | Decreased 0 |
HCA HOLDINGS INC | 1.5M | $399M | 1.1% | $194.53 | +37.04% | 21 qtrssince 2018-Q4 | Increased 55 |
TAIWAN SEMICONDUCTOR SPONSORED ADR /1 ADR REPS 5 ORD SHS/ | 3.7M | $381.5M | 1.1% | $88.76 | +13.99% | 21 qtrssince 2018-Q4 | Increased 49 |
JPMORGAN CHASE & CO | 2.2M | $378.6M | 1.1% | $99.97 | +62.01% | 21 qtrssince 2018-Q4 | Increased 50 |
TEXAS INSTRUMENTS INC | 2.1M | $360.7M | 1.0% | $109.21 | +44.56% | 21 qtrssince 2018-Q4 | Increased 49 |
THOR INDUSTRIES INC | 3M | $358.4M | 1.0% | $75.77 | +49.64% | 8 qtrssince 2022-Q1 | Decreased 0 |
BERKSHIRE HATHAWAY INC-CL B | 984,713 | $351.2M | 1.0% | $249.61 | +42.89% | 18 qtrssince 2019-Q3 | Decreased 0 |
ADOBE INC | 586,381 | $349.8M | 1.0% | $408.94 | +45.89% | 21 qtrssince 2018-Q4 | Decreased 0 |
PROGRESSIVE CORP | 2.2M | $344.5M | 1.0% | $89.97 | +62.10% | 21 qtrssince 2018-Q4 | Decreased 0 |
| 1.7M | $320M | 0.9% | — | — | 12 qtrssince 2021-Q1 | Decreased 0 |
ROYAL LONDON ASSET MANAGEMENT LTD manages $35B across 677 positions as of Q4 2023. Top holdings: MSFT (7.8%), AAPL (5.7%), AMZN (3.8%). Fund DNA: Steady Compounder. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 15 new positions, 20 exits, 454 increased. Top move: MSFT (INCREASED, conviction 63). Portfolio: $35.0B across 677 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