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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
+4.18%
1 Year Est. Return
+29.41%
3 Year Est. Return
+102.29%
5 Year Est. Return
+137.02%
10 Year Est. Return
–
AUM
$47.5B
AUM Growth
+$1B
Cap. Flow
-$172M
Cap. Flow %
-0.36%
Top 10 Hldgs %
37.06%
Holding
708
New
20
Increased
267
Reduced
369
Closed
6

Top Buys

Rank Stock Value
1
TTE icon
TotalEnergies
TTE
+$135M
2
NVDA icon
NVIDIA
NVDA
+$117M
3
RACE icon
Ferrari
RACE
+$115M
4
QCOM icon
Qualcomm
QCOM
+$92.4M
5
APG icon
APi Group
APG
+$76M

Top Sells

Rank Stock Value
1
HCA icon
HCA Healthcare
HCA
+$171M
2
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$138M
3
AVGO icon
Broadcom
AVGO
+$128M
4
MSFT icon
Microsoft
MSFT
+$91.4M
5
AMZN icon
Amazon
AMZN
+$89.4M

Sector Composition

Rank Sector Weight
1 Technology 33.18%
2 Financials 13.62%
3 Consumer Discretionary 11.06%
4 Communication Services 9.99%
5 Healthcare 9.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
STLD icon
26
Steel Dynamics
STLD
$37.8B
$259M 0.54%
1,526,106
-474,950
-24% -$75.4M
UNH icon
27
UnitedHealth
UNH
$361B
$248M 0.52%
750,245
-5,766
-0.8% -$1.95M
CSCO icon
28
Cisco
CSCO
$475B
$245M 0.52%
3,182,568
-9,914
-0.3% -$736K
WAB icon
29
Wabtec
WAB
$50.3B
$243M 0.51%
1,140,215
-28,563
-2% -$5.87M
PGR icon
30
Progressive
PGR
$123B
$238M 0.5%
1,111,635
-12,054
-1% -$2.72M
MA icon
31
Mastercard
MA
$492B
$238M 0.5%
416,234
-2,543
-0.6% -$1.42M
JNJ icon
32
Johnson & Johnson
JNJ
$626B
$236M 0.5%
1,141,270
+33,876
+3% +$6.7M
WMT icon
33
Walmart Inc
WMT
$901B
$235M 0.49%
2,108,698
-14,035
-0.7% -$1.51M
PG icon
34
Procter & Gamble
PG
$338B
$227M 0.48%
1,584,236
+16,535
+1% +$2.44M
ISRG icon
35
Intuitive Surgical
ISRG
$142B
$226M 0.48%
399,890
+49,299
+14% +$26.2M
BKNG icon
36
Booking.com
BKNG
$160B
$225M 0.47%
1,051,200
-7,825
-0.7% -$1.61M
INTU icon
37
Intuit
INTU
$92B
$224M 0.47%
338,021
-4,200
-1% -$2.78M
GS icon
38
Goldman Sachs
GS
$301B
$224M 0.47%
254,606
+57
+0% +$46.5K
ORCL icon
39
Oracle
ORCL
$419B
$213M 0.45%
1,091,686
+13,162
+1% +$3.13M
COST icon
40
Costco
COST
$419B
$197M 0.41%
228,360
-1,757
-0.8% -$1.59M
PEP icon
41
PepsiCo
PEP
$189B
$197M 0.41%
1,369,215
+11,237
+0.8% +$1.65M
PLTR icon
42
Palantir
PLTR
$420B
$196M 0.41%
1,104,722
+42,518
+4% +$7.7M
WRB icon
43
W.R. Berkley
WRB
$26B
$196M 0.41%
2,790,374
+26,726
+1% +$1.97M
BLD
44
DELISTED
TopBuild
BLD
$195M 0.41%
466,677
+80,864
+21% +$34.7M
PM icon
45
Philip Morris
PM
$290B
$194M 0.41%
1,207,282
+27,331
+2% +$4.23M
TXN icon
46
Texas Instruments
TXN
$257B
$191M 0.4%
1,099,404
-11,755
-1% -$2.01M
FIX icon
47
Comfort Systems
FIX
$59.4B
$182M 0.38%
194,800
-45,748
-19% -$42.2M
QCOM icon
48
Qualcomm
QCOM
$171B
$179M 0.38%
1,048,625
+539,172
+106% +$92.4M
BAC icon
49
Bank of America
BAC
$448B
$178M 0.37%
3,236,548
-54,005
-2% -$2.85M
HDB icon
50
HDFC Bank
HDB
$120B
$172M 0.36%
4,709,766
-106,335
-2% -$3.83M
1
2
3 4 5

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Royal London Asset Management's Q4 2025 Portfolio in Review

As of Q4 2025, Royal London Asset Management held 708 positions worth $47.5B, up 2.2% from $46.5B the previous quarter. Its ten largest holdings account for 37% of the portfolio.

Trading was light in Q4 2025: portfolio turnover was 3.7%. Royal London Asset Management opened 20 new positions and exited 6, leaving the 708-position portfolio largely intact.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 34% a quarter earlier, followed by Financials and Consumer Discretionary.

  • Royal London Asset Management's largest Q4 2025 buy was TotalEnergies: 2,133,432 shares worth $140M.
  • Royal London Asset Management added most to NVIDIA in Q4 2025, an estimated $117M increase.
  • Royal London Asset Management's biggest Q4 2025 reduction was HCA Healthcare, cutting an estimated $171M.
  • Royal London Asset Management fully exited Kellanova in Q4 2025, selling an estimated $13.6M.
  • Royal London Asset Management's ten largest holdings make up 37% of its $47.5B portfolio in Q4 2025.
  • Royal London Asset Management opened 20 new positions and closed 6 in Q4 2025.
  • Royal London Asset Management's portfolio value rose 2.2% quarter-over-quarter to $47.5B.

Based on Royal London Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.