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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
(+2.2%)
Cap. Flow
-$172M
Cap. Flow
% of AUM
-0.36%
Top 10 Holdings %
Top 10 Hldgs %
37.06%
Holding
708
New
20
Increased
267
Reduced
369
Closed
6
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
TotalEnergies
TTE
|
+$135M |
| 2 |
NVIDIA
NVDA
|
+$117M |
| 3 |
Ferrari
RACE
|
+$115M |
| 4 |
Qualcomm
QCOM
|
+$92.4M |
| 5 |
APi Group
APG
|
+$76M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
HCA Healthcare
HCA
|
+$171M |
| 2 |
Alphabet (Google) Class A
GOOGL
|
+$138M |
| 3 |
Broadcom
AVGO
|
+$128M |
| 4 |
Microsoft
MSFT
|
+$91.4M |
| 5 |
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 | |
|---|---|---|---|---|---|---|
126
Lithia Motors
LAD
$8.35B
| $79.4M | 0.17% |
239,030
-5,270
| -2% | -$1.67M |
|
127
Pinduoduo
PDD
$126B
| $78.9M | 0.17% |
696,172
+7,800
| +1% | +$968K |
|
128
Verizon
VZ
$195B
| $78.9M | 0.17% |
1,936,123
-19,543
| -1% | -$793K |
|
129
Arista Networks
ANET
$264B
| $77.4M | 0.16% |
590,889
-11,260
| -2% | -$1.55M |
|
130
Valero Energy
VLO
$94.9B
| $75.4M | 0.16% |
463,327
+3,252
| +0.7% | +$551K |
|
131
Nu Holdings
NU
$65.7B
| $75.3M | 0.16% |
4,499,818
+35,302
| +0.8% | +$567K |
|
132
Danaher
DHR
$146B
| $74M | 0.16% |
323,122
+71
| +0% | +$15.6K |
|
133
NextEra Energy
NEE
$179B
| $73.2M | 0.15% |
911,497
-9,350
| -1% | -$774K |
|
134
Vistra
VST
$49.3B
| $70.9M | 0.15% |
439,571
+7,645
| +2% | +$1.39M |
|
135
Pfizer
PFE
$150B
| $69.7M | 0.15% |
2,798,899
-21,161
| -0.8% | -$534K |
|
136
Public Service Enterprise Group
PEG
$37.8B
| $69.5M | 0.15% |
865,501
+6,294
| +0.7% | +$513K |
|
137
Newmont
NEM
$125B
| $68.5M | 0.14% |
685,709
-19,563
| -3% | -$1.77M |
|
138
Gilead Sciences
GILD
$169B
| $67.8M | 0.14% |
552,137
-3,787
| -0.7% | -$460K |
|
139
Dollar General
DG
$26.5B
| $67.7M | 0.14% |
510,233
+1,053
| +0.2% | +$117K |
|
140
Deere & Co
DE
$168B
| $67.2M | 0.14% |
144,323
-1,118
| -0.8% | -$525K |
|
141
Eaton
ETN
$179B
| $66.3M | 0.14% |
208,094
-3,008
| -1% | -$1.07M |
|
142
Suncor Energy
SU
$74.6B
| $65.9M | 0.14% |
1,484,747
-285,574
| -16% | -$12.1M |
|
143
Chubb
CB
$133B
| $65.1M | 0.14% |
208,567
-1,089
| -0.5% | -$318K |
|
144
ConocoPhillips
COP
$153B
| $65M | 0.14% |
694,870
-3,351
| -0.5% | -$303K |
|
145
Boston Scientific
BSX
$74.9B
| $64.2M | 0.14% |
673,251
-5,810
| -0.9% | -$570K |
|
146
Comcast
CMCSA
$90.3B
| $62.9M | 0.13% |
2,245,547
-3,466
| -0.2% | -$98.9K |
|
147
Lowe's Companies
LOW
$122B
| $62.5M | 0.13% |
259,192
-2,754
| -1% | -$661K |
|
148
Idexx Laboratories
IDXX
$45B
| $61M | 0.13% |
90,147
-6
| -0% | -$4.09K |
|
149
Welltower
WELL
$166B
| $60.9M | 0.13% |
327,965
-1,458
| -0.4% | -$272K |
|
150
Palo Alto Networks
PANW
$315B
| $60.4M | 0.13% |
328,098
-1,943
| -0.6% | -$392K |
|
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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.