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)

StockValue
MSFTMICROSOFT CORP
$2.6B
AAPLAPPLE INC
$2.4B
NVDANVIDIA CORPORATION
$1.9B
AMZNAMAZON COM INC
$1.8B
GOOGLALPHABET INC
$1.2B
VVISA INC
$1.0B
METAMETA PLATFORMS INC
$869.2M
AVGOBROADCOM INC
$836.4M
UNHUNITEDHEALTH GROUP INC
$696.6M
LLYELI LILLY & CO
$642.6M
JPMJPMORGAN CHASE & CO.
$571.7M
BRK/BBERKSHIRE HATHAWAY INC DEL
$547.4M
HCAHCA HEALTHCARE INC
$496.2M
MLB1MERCADOLIBRE INC
$489.0M
PGRPROGRESSIVE CORP
$447.9M
TSLATESLA INC
$433.6M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$423.3M
TMOTHERMO FISHER SCIENTIFIC INC
$366.9M
GOOGALPHABET INC
$352.0M
BKNGBOOKING HOLDINGS INC
$318.8M
MRKMERCK & CO INC
$309.8M
LINLINDE PLC
$309.0M
XOMEXXON MOBIL CORP
$294.5M
ABBVABBVIE INC
$284.8M
PGPROCTER AND GAMBLE CO
$283.2M
NFLXNETFLIX INC
$281.3M
JNJJOHNSON & JOHNSON
$268.7M
HDHOME DEPOT INC
$265.2M
STLDSTEEL DYNAMICS INC
$256.9M
MAMASTERCARD INCORPORATED
$243.8M
TXNTEXAS INSTRS INC
$242.9M
COSTCOSTCO WHSL CORP NEW
$229.1M
CNMCORE & MAIN INC
$216.1M
BROBROWN & BROWN INC
$215.2M
WABWABTEC
$213.6M
ADBEADOBE INC
$212.3M
UBSUBS GROUP AG
$210.4M
CSCOCISCO SYS INC
$208.8M
FISVFISERV INC
$205.8M
RSRELIANCE INC
$195.1M
WMTWALMART INC
$194.8M
4I1PHILIP MORRIS INTL INC
$189.9M
WRBBERKLEY W R CORP
$186.3M
INTUINTUIT
$186.2M
PEPPEPSICO INC
$181.6M
ISRGINTUITIVE SURGICAL INC
$180.5M
FERGFERGUSON ENTERPRISES INC
$180.0M
TSNTYSON FOODS INC
$164.7M
VRTXVERTEX PHARMACEUTICALS INC
$162.7M
CVXCHEVRON CORP NEW
$162.0M
ADSKAUTODESK INC
$154.5M
KNSLKINSALE CAP GROUP INC
$153.4M
KOCOCA COLA CO
$150.1M
CMECME GROUP INC
$146.6M
HDBHDFC BANK LTD
$143.0M
BACBANK AMERICA CORP
$142.0M
AMATAPPLIED MATLS INC
$141.9M
NOWSERVICENOW INC
$136.8M
ODFLOLD DOMINION FREIGHT LINE IN
$136.8M
SYKSTRYKER CORPORATION
$131.2M
GSGOLDMAN SACHS GROUP INC
$130.7M
AGCOAGCO CORP
$130.1M
CRMSALESFORCE INC
$129.1M
TTTRANE TECHNOLOGIES PLC
$124.2M
STESTERIS PLC
$123.3M
WFCWELLS FARGO CO NEW
$120.0M
BLKBLACKROCK INC
$118.7M
TAT&T INC
$117.4M
IBMINTERNATIONAL BUSINESS MACHS
$113.1M
BRK-BBERKSHIRE HATHAWAY INC DEL
$112.6M
ABTABBOTT LABS
$111.9M
FIXCOMFORT SYS USA INC
$111.0M
MCDMCDONALDS CORP
$110.6M
ACNACCENTURE PLC IRELAND
$109.4M
ADIANALOG DEVICES INC
$108.8M
UNPUNION PAC CORP
$108.2M
TMUST-MOBILE US INC
$108.2M
GEGE AEROSPACE
$105.5M
ELVELEVANCE HEALTH INC
$105.3M
ORCLORACLE CORP
$104.4M
THOTHOR INDS INC
$103.1M
SCHWSCHWAB CHARLES CORP
$100.3M
LADLITHIA MTRS INC
$99.5M
SLVMSYLVAMO CORP
$97.3M
SPGIS&P GLOBAL INC
$95.1M
BACVERIZON COMMUNICATIONS INC
$95.0M
PCARPACCAR INC
$93.5M
AMGNAMGEN INC
$92.4M
CATCATERPILLAR INC
$92.0M
DISDISNEY WALT CO
$87.9M
FTNTFORTINET INC
$87.4M
CMCSACOMCAST CORP NEW
$86.8M
RTXRTX CORPORATION
$86.6M
CPRTCOPART INC
$86.2M
PLTRPALANTIR TECHNOLOGIES INC
$85.0M
QCOMQUALCOMM INC
$84.8M
AMDADVANCED MICRO DEVICES INC
$82.9M
PDDPDD HOLDINGS INC
$81.8M
SUSUNCOR ENERGY INC NEW
$81.6M
PLDPROLOGIS INC.
$81.3M
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