ROYAL LONDON ASSET MANAGEMENT LTD
Q2 2026 13F filing
Updated 28 days ago678 disclosed positions worth $54.3B
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | N NVDA NVIDIA CORPORATION | $3.6B | 17.99M | 6.63% | — |
| 2 | A AAPL APPLE INC | $3B | 10.34M | 5.51% | — |
| 3 | G GOOGN ALPHABET INC | $2.5B | 7.08M | 4.66% | — |
| 4 | M MSFT MICROSOFT CORP | $2.2B | 5.80M | 3.99% | — |
| 5 | A AMZN AMAZON COM INC | $2.1B | 8.90M | 3.91% | — |
| 6 | A AZN ASTRAZENECA PLC | $1.9B | 10.16M | 3.55% | — |
| 7 | A AVGO BROADCOM INC | $1.4B | 3.76M | 2.62% | — |
| 8 | M MU MICRON TECHNOLOGY INC | $1B | 895.9K | 1.91% | — |
| 9 | V V VISA INC | $874.9M | 2.55M | 1.61% | — |
| 10 | L LLY ELI LILLY & CO | $774.7M | 645.9K | 1.43% | — |
| 11 | M META META PLATFORMS INC | $745.1M | 1.32M | 1.37% | — |
| 12 | T TSMWF TAIWAN SEMICONDUCTOR MANUFAC | $726.5M | 1.52M | 1.34% | — |
| 13 | J JPM-PM JPMORGAN CHASE & CO | $716.8M | 2.19M | 1.32% | — |
| 14 | G GOOGN ALPHABET INC | $709.1M | 2.01M | 1.31% | — |
| 15 | T TSLA TESLA INC | $663.1M | 1.58M | 1.22% | — |
| 16 | A AMD ADVANCED MICRO DEVICES INC | $592.8M | 1.02M | 1.09% | — |
| 17 | I INTC INTEL CORP | $581.8M | 4.17M | 1.07% | — |
| 18 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $472M | 943.4K | 0.87% | — |
| 19 | C CSCO CISCO SYS INC | $387.3M | 3.30M | 0.71% | — |
| 20 | M MRK MERCK & CO INC | $383.8M | 2.99M | 0.71% | — |
| 21 | M MELI MERCADOLIBRE INC | $354.8M | 209.0K | 0.65% | — |
| 22 | A ABBV ABBVIE INC | $337.8M | 1.34M | 0.62% | — |
| 23 | A AMAT APPLIED MATLS INC | $332.6M | 460.0K | 0.61% | — |
| 24 | T TXN TEXAS INSTRS INC | $324.7M | 1.09M | 0.60% | — |
| 25 | U UNH UNITEDHEALTH GROUP INC | $309.8M | 745.3K | 0.57% | — |
| 26 | L LIN LINDE PLC | $304.9M | 587.6K | 0.56% | — |
| 27 | J JNJ JOHNSON & JOHNSON | $302.1M | 1.19M | 0.56% | — |
| 28 | X XOM EXXON MOBIL CORP | $301.6M | 2.21M | 0.56% | — |
| 29 | L LRCX LAM RESEARCH CORP | $286.7M | 661.7K | 0.53% | — |
| 30 | H HD HOME DEPOT INC | $285.7M | 810.1K | 0.53% | — |
| 31 | F FIX COMFORT SYS USA INC | $279.5M | 141.0K | 0.52% | — |
| 32 | C CNM CORE & MAIN INC | $264.8M | 5.49M | 0.49% | — |
| 33 | C CAT CATERPILLAR INC | $259.1M | 243.3K | 0.48% | — |
| 34 | W WAB WABTEC | $259.1M | 960.9K | 0.48% | — |
| 35 | G GS-PD GOLDMAN SACHS GROUP INC | $252.6M | 249.8K | 0.47% | — |
| 36 | T TTE TOTALENERGIES SE | $251.5M | 3.23M | 0.46% | — |
| 37 | P PG PROCTER & GAMBLE CO | $251.3M | 1.71M | 0.46% | — |
| 38 | S STLD STEEL DYNAMICS INC | $248.5M | 1.08M | 0.46% | — |
| 39 | R RPRX ROYALTY PHARMA PLC | $242.2M | 4.32M | 0.45% | — |
| 40 | C CB CHUBB LIMITED | $240.5M | 705.9K | 0.44% | — |
| 41 | W WMT WALMART INC | $240.5M | 2.12M | 0.44% | — |
| 42 | H HCA HCA HEALTHCARE INC | $235.6M | 604.4K | 0.43% | — |
| 43 | P PM PHILIP MORRIS INTL INC | $219.5M | 1.21M | 0.40% | — |
| 44 | F FERG FERGUSON ENTERPRISES INC | $218.1M | 919.1K | 0.40% | — |
| 45 | V VRT VERTIV HOLDINGS CO | $218.1M | 651.5K | 0.40% | — |
| 46 | C COST COSTCO WHOLESALE CORPORATION | $217.9M | 233.0K | 0.40% | — |
| 47 | T TMO THERMO FISHER SCIENTIFIC INC | $217.2M | 433.3K | 0.40% | — |
| 48 | K KLAC KLA CORP | $216.4M | 717.1K | 0.40% | — |
| 49 | N NXT NEXTPOWER INC | $214.1M | 1.80M | 0.39% | — |
| 50 | A ADI ANALOG DEVICES INC | $207.1M | 521.4K | 0.38% | — |