ROYAL LONDON ASSET MANAGEMENT LTD Q2 2023 Filing

Filed August 11, 2023

Portfolio Value

$30.9B

Holdings

679

Report Date

Q2 2023

Filing Type

13F-HR

All Holdings (679 positions)

StockValue
MSFTMICROSOFT CORP
$2.4B
AAPLAPPLE INC
$1.9B
AMZNAMAZON COM INC
$1.1B
GOOGLALPHABET INC
$884.0M
VVISA INC
$884.0M
NVDANVIDIA CORPORATION
$753.0M
UNHUNITEDHEALTH GROUP INC
$667.0M
LLYLILLY ELI & CO
$593.0M
HCAHCA HEALTHCARE INC
$433.0M
STLDSTEEL DYNAMICS INC
$406.0M
FERGFERGUSON PLC NEW
$386.0M
TXNTEXAS INSTRS INC
$371.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$367.0M
METAMETA PLATFORMS INC
$336.0M
THOTHOR INDS INC
$336.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$330.0M
PGRPROGRESSIVE CORP
$322.0M
JPMJPMORGAN CHASE & CO
$296.0M
TSLATESLA INC
$296.0M
ADBEADOBE SYSTEMS INCORPORATED
$287.0M
ODFLOLD DOMINION FREIGHT LINE IN
$280.0M
JNJJOHNSON & JOHNSON
$278.0M
RSRELIANCE STEEL & ALUMINUM CO
$274.0M
XOMEXXON MOBIL CORP
$268.0M
GOOGALPHABET INC
$226.0M
PGPROCTER AND GAMBLE CO
$217.0M
LADLITHIA MTRS INC
$206.0M
DALDELTA AIR LINES INC DEL
$206.0M
NDSNNORDSON CORP
$197.0M
TTTRANE TECHNOLOGIES PLC
$192.0M
CNRCANADIAN NATL RY CO
$187.0M
PEPPEPSICO INC
$184.0M
4I1PHILIP MORRIS INTL INC
$179.0M
SUSUNCOR ENERGY INC NEW
$172.0M
TELTE CONNECTIVITY LTD
$167.0M
ISRGINTUITIVE SURGICAL INC
$161.0M
WABWABTEC
$160.0M
ABBVABBVIE INC
$160.0M
AG8AGILENT TECHNOLOGIES INC
$156.0M
HDHOME DEPOT INC
$154.0M
STESTERIS PLC
$140.0M
MAMASTERCARD INCORPORATED
$139.0M
CSCOCISCO SYS INC
$138.0M
AMATAPPLIED MATLS INC
$136.0M
SYKSTRYKER CORPORATION
$132.0M
INTUINTUIT
$129.0M
CVXCHEVRON CORP NEW
$123.0M
MRKMERCK & CO INC
$122.0M
IQVIQVIA HLDGS INC
$116.0M
UBSUBS GROUP AG
$115.0M
VRTXVERTEX PHARMACEUTICALS INC
$109.0M
BACVERIZON COMMUNICATIONS INC
$105.0M
KOCOCA COLA CO
$101.0M
ELVELEVANCE HEALTH INC
$98.0M
NFLXNETFLIX INC
$98.0M
TJXTJX COS INC NEW
$95.0M
SPGIS&P GLOBAL INC
$93.0M
ADSKAUTODESK INC
$93.0M
BMYBRISTOL-MYERS SQUIBB CO
$91.0M
COPCONOCOPHILLIPS
$90.0M
MCDMCDONALDS CORP
$90.0M
CHDCHURCH & DWIGHT CO INC
$90.0M
PCARPACCAR INC
$90.0M
HDBHDFC BANK LTD
$88.0M
WMTWALMART INC
$87.0M
ACNACCENTURE PLC IRELAND
$85.0M
PFEPFIZER INC
$80.0M
BROBROWN & BROWN INC
$80.0M
GSGOLDMAN SACHS GROUP INC
$79.0M
CRMSALESFORCE INC
$78.0M
BACBANK AMERICA CORP
$78.0M
ABTABBOTT LABS
$77.0M
GMGENERAL MTRS CO
$76.0M
EXPDEXPEDITORS INTL WASH INC
$75.0M
KBIAKB FINL GROUP INC
$74.0M
CPRTCOPART INC
$73.0M
ORCLORACLE CORP
$72.0M
UNPUNION PAC CORP
$70.0M
AMDADVANCED MICRO DEVICES INC
$70.0M
PLDPROLOGIS INC.
$70.0M
SNPSSYNOPSYS INC
$70.0M
DHRDANAHER CORPORATION
$69.0M
CMCSACOMCAST CORP NEW
$69.0M
LINLINDE PLC
$68.0M
AMEAMETEK INC
$68.0M
FFORD MTR CO DEL
$67.0M
APTVAPTIV PLC
$67.0M
AFLAFLAC INC
$67.0M
DISDISNEY WALT CO
$63.0M
WFCWELLS FARGO CO NEW
$63.0M
NOCNORTHROP GRUMMAN CORP
$62.0M
SCHWSCHWAB CHARLES CORP
$62.0M
CMECME GROUP INC
$60.0M
ESEVERSOURCE ENERGY
$59.0M
NKENIKE INC
$57.0M
VLOVALERO ENERGY CORP
$56.0M
RTXRAYTHEON TECHNOLOGIES CORP
$56.0M
LOWLOWES COS INC
$53.0M
CDWCDW CORP
$52.0M
INTCINTEL CORP
$51.0M
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