ROYAL LONDON ASSET MANAGEMENT LTD Q1 2025 Filing
Filed May 13, 2025
Portfolio Value
$42.2B
Holdings
744
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (744 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 6,986,165 | $2.6T | 6208.53% | |
| 2 | AAPLAPPLE INC | 10,684,941 | $2.4T | 5618.84% | |
| 3 | NVDANVIDIA CORPORATION | 17,833,059 | $1.9T | 4575.54% | |
| 4 | AMZNAMAZON COM INC | 9,444,732 | $1.8T | 4254.07% | |
| 5 | GOOGLALPHABET INC | 8,036,833 | $1.2T | 2942.21% | |
| 6 | VVISA INC | 2,877,479 | $1.0T | 2387.36% | |
| 7 | METAMETA PLATFORMS INC | 1,508,006 | $869.2B | 2057.62% | |
| 8 | AVGOBROADCOM INC | 4,995,803 | $836.4B | 1980.19% | |
| 9 | UNHUNITEDHEALTH GROUP INC | 1,329,989 | $696.6B | 1649.07% | |
| 10 | LLYELI LILLY & CO | 778,094 | $642.6B | 1521.36% | |
| 11 | JPMJPMORGAN CHASE & CO. | 2,330,624 | $571.7B | 1353.43% | |
| 12 | BRK/BBERKSHIRE HATHAWAY INC DEL | 1,027,745 | $547.4B | 1295.80% | |
| 13 | HCAHCA HEALTHCARE INC | 1,436,017 | $496.2B | 1174.73% | |
| 14 | MLB1MERCADOLIBRE INC | 250,635 | $489.0B | 1157.54% | |
| 15 | PGRPROGRESSIVE CORP | 1,582,741 | $447.9B | 1060.42% | |
| 16 | TSLATESLA INC | 1,673,285 | $433.6B | 1026.61% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 2,549,701 | $423.3B | 1001.99% | |
| 18 | TMOTHERMO FISHER SCIENTIFIC INC | 737,436 | $366.9B | 868.70% | |
| 19 | GOOGALPHABET INC | 2,253,393 | $352.0B | 833.43% | |
| 20 | BKNGBOOKING HOLDINGS INC | 69,205 | $318.8B | 754.77% | |
| 21 | MRKMERCK & CO INC | 3,451,556 | $309.8B | 733.44% | |
| 22 | LINLINDE PLC | 663,550 | $309.0B | 731.46% | |
| 23 | XOMEXXON MOBIL CORP | 2,476,241 | $294.5B | 697.19% | |
| 24 | ABBVABBVIE INC | 1,359,439 | $284.8B | 674.30% | |
| 25 | PGPROCTER AND GAMBLE CO | 1,661,887 | $283.2B | 670.49% | |
| 26 | NFLXNETFLIX INC | 301,685 | $281.3B | 666.01% | |
| 27 | JNJJOHNSON & JOHNSON | 1,619,964 | $268.7B | 636.01% | |
| 28 | HDHOME DEPOT INC | 723,523 | $265.2B | 627.74% | |
| 29 | STLDSTEEL DYNAMICS INC | 2,054,107 | $256.9B | 608.24% | |
| 30 | MAMASTERCARD INCORPORATED | 444,769 | $243.8B | 577.14% | |
| 31 | TXNTEXAS INSTRS INC | 1,351,565 | $242.9B | 574.98% | |
| 32 | COSTCOSTCO WHSL CORP NEW | 242,204 | $229.1B | 542.30% | |
| 33 | CNMCORE & MAIN INC | 4,472,951 | $216.1B | 511.56% | |
| 34 | BROBROWN & BROWN INC | 1,729,576 | $215.2B | 509.36% | |
| 35 | WABWABTEC | 1,177,881 | $213.6B | 505.69% | |
| 36 | ADBEADOBE INC | 553,615 | $212.3B | 502.66% | |
| 37 | UBSUBS GROUP AG | 6,868,003 | $210.4B | 498.02% | |
| 38 | CSCOCISCO SYS INC | 3,383,746 | $208.8B | 494.33% | |
| 39 | FISVFISERV INC | 931,978 | $205.8B | 487.23% | |
| 40 | RSRELIANCE INC | 675,757 | $195.1B | 461.93% | |
| 41 | WMTWALMART INC | 2,219,359 | $194.8B | 461.25% | |
| 42 | 4I1PHILIP MORRIS INTL INC | 1,196,106 | $189.9B | 449.47% | |
| 43 | WRBBERKLEY W R CORP | 2,617,567 | $186.3B | 440.96% | |
| 44 | INTUINTUIT | 303,222 | $186.2B | 440.75% | |
| 45 | PEPPEPSICO INC | 1,211,345 | $181.6B | 429.98% | |
| 46 | ISRGINTUITIVE SURGICAL INC | 364,536 | $180.5B | 427.42% | |
| 47 | FERGFERGUSON ENTERPRISES INC | 1,123,154 | $180.0B | 426.04% | |
| 48 | TSNTYSON FOODS INC | 2,581,120 | $164.7B | 389.91% | |
| 49 | VRTXVERTEX PHARMACEUTICALS INC | 335,642 | $162.7B | 385.23% | |
| 50 | CVXCHEVRON CORP NEW | 968,521 | $162.0B | 383.57% | |
| 51 | ADSKAUTODESK INC | 590,275 | $154.5B | 365.84% | |
| 52 | KNSLKINSALE CAP GROUP INC | 315,170 | $153.4B | 363.15% | |
| 53 | KOCOCA COLA CO | 2,095,422 | $150.1B | 355.28% | |
| 54 | CMECME GROUP INC | 552,589 | $146.6B | 347.05% | |
| 55 | HDBHDFC BANK LTD | 2,152,609 | $143.0B | 338.58% | |
| 56 | BACBANK AMERICA CORP | 3,401,814 | $142.0B | 336.07% | |
| 57 | AMATAPPLIED MATLS INC | 978,102 | $141.9B | 336.03% | |
| 58 | NOWSERVICENOW INC | 171,872 | $136.8B | 323.94% | |
| 59 | ODFLOLD DOMINION FREIGHT LINE IN | 826,674 | $136.8B | 323.79% | |
| 60 | SYKSTRYKER CORPORATION | 352,384 | $131.2B | 310.54% | |
| 61 | GSGOLDMAN SACHS GROUP INC | 239,308 | $130.7B | 309.49% | |
| 62 | AGCOAGCO CORP | 1,405,768 | $130.1B | 308.07% | |
| 63 | CRMSALESFORCE INC | 481,239 | $129.1B | 305.74% | |
| 64 | TTTRANE TECHNOLOGIES PLC | 368,759 | $124.2B | 294.13% | |
| 65 | STESTERIS PLC | 544,182 | $123.3B | 291.99% | |
| 66 | WFCWELLS FARGO CO NEW | 1,672,115 | $120.0B | 284.18% | |
| 67 | BLKBLACKROCK INC | 125,394 | $118.7B | 280.97% | |
| 68 | TAT&T INC | 4,152,361 | $117.4B | 278.00% | |
| 69 | IBMINTERNATIONAL BUSINESS MACHS | 454,680 | $113.1B | 267.66% | |
| 70 | BRK-BBERKSHIRE HATHAWAY INC DEL | 141 | $112.6B | 266.52% | |
| 71 | ABTABBOTT LABS | 843,946 | $111.9B | 265.03% | |
| 72 | FIXCOMFORT SYS USA INC | 344,517 | $111.0B | 262.89% | |
| 73 | MCDMCDONALDS CORP | 354,164 | $110.6B | 261.90% | |
| 74 | ACNACCENTURE PLC IRELAND | 350,683 | $109.4B | 259.06% | |
| 75 | ADIANALOG DEVICES INC | 539,475 | $108.8B | 257.56% | |
| 76 | UNPUNION PAC CORP | 457,914 | $108.2B | 256.10% | |
| 77 | TMUST-MOBILE US INC | 405,529 | $108.2B | 256.05% | |
| 78 | GEGE AEROSPACE | 527,219 | $105.5B | 249.81% | |
| 79 | ELVELEVANCE HEALTH INC | 242,101 | $105.3B | 249.29% | |
| 80 | ORCLORACLE CORP | 746,503 | $104.4B | 247.08% | |
| 81 | THOTHOR INDS INC | 1,359,401 | $103.1B | 243.97% | |
| 82 | SCHWSCHWAB CHARLES CORP | 1,281,683 | $100.3B | 237.52% | |
| 83 | LADLITHIA MTRS INC | 338,940 | $99.5B | 235.54% | |
| 84 | SLVMSYLVAMO CORP | 1,451,242 | $97.3B | 230.43% | |
| 85 | SPGIS&P GLOBAL INC | 187,168 | $95.1B | 225.14% | |
| 86 | BACVERIZON COMMUNICATIONS INC | 2,093,578 | $95.0B | 224.82% | |
| 87 | PCARPACCAR INC | 960,626 | $93.5B | 221.44% | |
| 88 | AMGNAMGEN INC | 296,449 | $92.4B | 218.65% | |
| 89 | CATCATERPILLAR INC | 278,955 | $92.0B | 217.80% | |
| 90 | DISDISNEY WALT CO | 890,300 | $87.9B | 208.03% | |
| 91 | FTNTFORTINET INC | 908,434 | $87.4B | 207.02% | |
| 92 | CMCSACOMCAST CORP NEW | 2,352,197 | $86.8B | 205.48% | |
| 93 | RTXRTX CORPORATION | 653,973 | $86.6B | 205.07% | |
| 94 | CPRTCOPART INC | 1,523,853 | $86.2B | 204.15% | |
| 95 | PLTRPALANTIR TECHNOLOGIES INC | 1,007,690 | $85.0B | 201.34% | |
| 96 | QCOMQUALCOMM INC | 551,738 | $84.8B | 200.64% | |
| 97 | AMDADVANCED MICRO DEVICES INC | 807,363 | $82.9B | 196.37% | |
| 98 | PDDPDD HOLDINGS INC | 690,772 | $81.8B | 193.54% | |
| 99 | SUSUNCOR ENERGY INC NEW | 2,107,324 | $81.6B | 193.17% | |
| 100 | PLDPROLOGIS INC. | 727,463 | $81.3B | 192.52% |
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