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Royal London Asset Management

Royal London Asset Management Portfolio holdings

AUM $47.7B
1-Year Est. Return 29.41%
This Fund
S&P 500
This Quarter Est. Return
+3.38%
1 Year Est. Return
+29.41%
3 Year Est. Return
+102.29%
5 Year Est. Return
+137.02%
10 Year Est. Return
–
AUM
$41B
AUM Growth
+$397M
Cap. Flow
-$146M
Cap. Flow %
-0.36%
Top 10 Hldgs %
36.29%
Holding
645
New
10
Increased
391
Reduced
164
Closed
13

Top Buys

Rank Stock Value
1
HCA icon
HCA Healthcare
HCA
+$201M
2
PDD icon
Pinduoduo
PDD
+$73.4M
3
V icon
Visa
V
+$54.5M
4
ADI icon
Analog Devices
ADI
+$53.1M
5
BKNG icon
Booking.com
BKNG
+$47.8M

Top Sells

Rank Stock Value
1
DAL icon
Delta Air Lines
DAL
+$282M
2
DG icon
Dollar General
DG
+$91.7M
3
STLD icon
Steel Dynamics
STLD
+$74.4M
4
IQV icon
IQVIA
IQV
+$71.4M
5
ANET icon
Arista Networks
ANET
+$53.1M

Sector Composition

Rank Sector Weight
1 Technology 31.74%
2 Financials 14.13%
3 Consumer Discretionary 12.17%
4 Healthcare 11.28%
5 Communication Services 8.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PODD icon
451
Insulet
PODD
$10.1B
$8.17M 0.02%
31,283
+2,572
+9% +$648K
ZBRA icon
452
Zebra Technologies
ZBRA
$17.9B
$8.15M 0.02%
21,091
+419
+2% +$162K
MAA icon
453
Mid-America Apartment Communities
MAA
$15.4B
$8.14M 0.02%
52,668
+8,011
+18% +$1.25M
OMC icon
454
Omnicom Group
OMC
$23.5B
$8.1M 0.02%
94,100
-2,773
-3% -$275K
FWONK icon
455
Liberty Media Series C
FWONK
$26B
$8.06M 0.02%
86,944
+6,585
+8% +$559K
NRG icon
456
NRG Energy
NRG
$25.4B
$8.05M 0.02%
89,250
+1,070
+1% +$99.1K
FNF icon
457
Fidelity National Financial
FNF
$12.8B
$8.03M 0.02%
143,120
+14,857
+12% +$895K
PFG icon
458
Principal Financial Group
PFG
$24.4B
$7.98M 0.02%
103,134
-146
-0.1% -$12.3K
DGX icon
459
Quest Diagnostics
DGX
$26.2B
$7.96M 0.02%
52,764
-913
-2% -$142K
ZS icon
460
Zscaler
ZS
$28.7B
$7.93M 0.02%
43,952
+10,358
+31% +$2M
LYB icon
461
LyondellBasell Industries
LYB
$20.3B
$7.93M 0.02%
106,721
-155
-0.1% -$13K
LH icon
462
Labcorp
LH
$26.2B
$7.88M 0.02%
34,377
-216
-0.6% -$49.6K
BAM icon
463
Brookfield Asset Management
BAM
$87.1B
$7.88M 0.02%
145,449
+675
+0.5% +$36.4K
COO icon
464
Cooper Companies
COO
$15B
$7.88M 0.02%
85,703
– –
BLDR icon
465
Builders FirstSource
BLDR
$7.79B
$7.85M 0.02%
54,926
+5,204
+10% +$921K
HRL icon
466
Hormel Foods
HRL
$13.4B
$7.82M 0.02%
249,379
– –
REG icon
467
Regency Centers
REG
$13.9B
$7.78M 0.02%
105,186
-247
-0.2% -$18.1K
TRU icon
468
TransUnion
TRU
$15.2B
$7.75M 0.02%
83,576
+4,063
+5% +$412K
TWLO icon
469
Twilio
TWLO
$37.9B
$7.74M 0.02%
71,598
+4,471
+7% +$409K
KIM icon
470
Kimco Realty
KIM
$16.2B
$7.73M 0.02%
329,774
– –
LVS icon
471
Las Vegas Sands
LVS
$29.6B
$7.72M 0.02%
150,269
-1,386
-0.9% -$71.9K
CFG icon
472
Citizens Financial Group
CFG
$31.1B
$7.71M 0.02%
176,161
– –
DOCU
473
DocuSign
DOCU
$11.1B
$7.65M 0.02%
85,080
+4,590
+6% +$367K
J icon
474
Jacobs Solutions
J
$17B
$7.63M 0.02%
57,673
+1,444
+3% +$199K
WY icon
475
Weyerhaeuser
WY
$17.8B
$7.61M 0.02%
270,410
-7,743
-3% -$242K
17 18
19
20 21

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Royal London Asset Management's Q4 2024 Portfolio in Review

As of Q4 2024, Royal London Asset Management held 645 positions worth $41B, up 0.98% from $40.6B the previous quarter. Its ten largest holdings account for 36% of the portfolio.

Trading was light in Q4 2024: portfolio turnover was 3.6%. Royal London Asset Management opened 10 new positions and exited 13, leaving the 645-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 32% of assets, up from 31% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Royal London Asset Management's largest Q4 2024 buy was AngloGold Ashanti: 446,157 shares worth $10.3M.
  • Royal London Asset Management added most to HCA Healthcare in Q4 2024, an estimated $201M increase.
  • Royal London Asset Management's biggest Q4 2024 reduction was Delta Air Lines, cutting an estimated $282M.
  • Royal London Asset Management fully exited Arista Networks in Q4 2024, selling an estimated $53.1M.
  • Royal London Asset Management's ten largest holdings make up 36% of its $41B portfolio in Q4 2024.
  • Royal London Asset Management opened 10 new positions and closed 13 in Q4 2024.
  • Royal London Asset Management's portfolio value rose 0.98% quarter-over-quarter to $41B.

Based on Royal London Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.