ROYAL LONDON ASSET MANAGEMENT LTD Q3 2019 Filing

Filed November 12, 2019

Portfolio Value

$13.2B

Holdings

657

Report Date

Q3 2019

Filing Type

13F-HR

All Holdings (657 positions)

#StockSharesValue% PortfolioType
1
UEOWESTLAKE CHEM CORP
14,481$949.0M7.19%
2
EQTEQT CORP
88,185$939.0M7.11%
3
LDOSLEIDOS HLDGS INC
9,755$838.0M6.35%
4
ALKALASKA AIR GROUP INC
11,832$768.0M5.82%
5
ANAUTONATION INC
14,842$752.0M5.69%
6
ZGZILLOW GROUP INC
23,063$681.0M5.16%
7
PBRPETROLEO BRASILEIRO SA PETRO
45,458$658.0M4.98%
8
BZUNBAOZUN INC
15,200$650.0M4.92%
9
MSFTMICROSOFT CORP
4,567,199$634.9M4.81%
10
CNACNA FINL CORP
12,481$615.0M4.66%
11
NWSNEWS CORP NEW
42,181$603.0M4.57%
12
BBDBANCO BRADESCO S A
69,006$561.0M4.25%
13
AAPLAPPLE INC
2,171,119$486.3M3.68%
14
INFYINFOSYS LTD
39,820$453.0M3.43%
15
WEINGARTEN RLTY INVS
14,931$435.0M3.29%
16
AMZNAMAZON COM INC
241,260$418.7M3.17%
17
ZTOZTO EXPRESS CAYMAN INC
16,517$352.0M2.67%
18
RRCRANGE RES CORP
91,564$349.0M2.64%
19
HDBHDFC BANK LTD
6,034$344.0M2.60%
20
ENEL AMERICAS S A
36,970$337.0M2.55%
21
LTHM1EURLIVENT CORP
50,355$337.0M2.55%
22
SEADRILL LTD
156,163$327.0M2.48%
23
ASRGRUPO AEROPORTUARIO DEL SURE
2,026$309.0M2.34%
24
ATHMAUTOHOME INC
3,562$296.0M2.24%
25
GOOGLALPHABET INC
229,748$280.5M2.12%
26
ARANTERO RES CORP
87,520$264.0M2.00%
27
GTXGARRETT MOTION INC
25,807$257.0M1.95%
28
ENBENBRIDGE INC
6,982$245.0M1.86%
29
COMPANHIA BRASILEIRA DE DIST
12,588$242.0M1.83%
30
CCUCOMPANIA CERVECERIAS UNIDAS
10,659$237.0M1.79%
31
VVISA INC
1,315,989$227.4M1.72%
32
JPMJPMORGAN CHASE & CO
1,850,625$217.8M1.65%
33
METAFACEBOOK INC
1,155,297$205.7M1.56%
34
JNJJOHNSON & JOHNSON
1,464,188$189.5M1.43%
35
REZIRESIDEO TECHNOLOGIES INC
12,714$183.0M1.39%
36
GOOGALPHABET INC
149,992$182.8M1.38%
37
XOMEXXON MOBIL CORP
2,576,663$181.9M1.38%
38
BRK/BBERKSHIRE HATHAWAY INC DEL
782,028$162.7M1.23%
39
BACVERIZON COMMUNICATIONS INC
2,682,022$161.9M1.23%
40
AIGAMERICAN INTL GROUP INC
193,419$149.0M1.13%
41
HDHOME DEPOT INC
584,704$135.6M1.03%
42
PGPROCTER AND GAMBLE CO
965,809$120.1M0.91%
43
BABAALIBABA GROUP HLDG LTD
717,709$120.0M0.91%
44
CSCOCISCO SYS INC
2,289,734$113.1M0.86%
45
UNHUNITEDHEALTH GROUP INC
503,236$109.4M0.83%
46
WFCWELLS FARGO CO NEW
2,147,788$108.3M0.82%
47
TAT&T INC
2,853,149$107.9M0.82%
48
BACBANK AMER CORP
3,342,104$97.5M0.74%
49
MAMASTERCARD INCORPORATED
351,498$95.4M0.72%
50
AG8AGILENT TECHNOLOGIES INC
1,222,698$93.7M0.71%
51
INTCINTEL CORP
1,754,435$90.4M0.68%
52
DISDISNEY WALT CO
681,653$88.8M0.67%
53
CVXCHEVRON CORP NEW
745,775$88.5M0.67%
54
AKXANSYS INC
387,761$85.9M0.65%
55
COSTCOSTCO WHSL CORP NEW
295,867$85.2M0.65%
56
MRKMERCK & CO INC
1,009,032$84.9M0.64%
57
UNPUNION PAC CORP
512,714$83.1M0.63%
58
KOCOCA COLA CO
1,497,585$81.5M0.62%
59
CMCSACOMCAST CORP NEW
1,758,508$79.3M0.60%
60
BABOEING CO
207,673$79.0M0.60%
61
PFEPFIZER INC
2,172,684$78.1M0.59%
62
LLYLILLY ELI & CO
681,874$76.2M0.58%
63
TMOTHERMO FISHER SCIENTIFIC INC
260,490$75.9M0.57%
64
PEPPEPSICO INC
547,190$75.0M0.57%
65
MDTMEDTRONIC PLC
684,219$74.3M0.56%
66
HONHONEYWELL INTL INC
419,723$71.0M0.54%
67
PYPLPAYPAL HLDGS INC
643,777$66.7M0.51%
68
CSXCSX CORP
958,728$66.4M0.50%
69
SYKSTRYKER CORP
303,568$65.7M0.50%
70
WMTWALMART INC
549,805$65.3M0.49%
71
AVGOBROADCOM INC
234,726$64.8M0.49%
72
MCDMCDONALDS CORP
300,926$64.6M0.49%
73
TJXTJX COS INC NEW
1,152,666$64.3M0.49%
74
DHRDANAHER CORP DEL
441,267$63.7M0.48%
75
4I1PHILIP MORRIS INTL INC
831,750$63.1M0.48%
76
QEPQEP RES INC
16,809$62.0M0.47%
77
TRVCCITIGROUP INC
895,998$61.9M0.47%
78
ABBVABBVIE INC
814,904$61.7M0.47%
79
ISRGINTUITIVE SURGICAL INC
105,345$56.9M0.43%
80
ABTABBOTT LABS
670,562$56.1M0.42%
81
NFLXNETFLIX INC
206,104$55.2M0.42%
82
RTN1USDRAYTHEON CO
277,427$54.4M0.41%
83
AMTAMERICAN TOWER CORP NEW
243,635$53.9M0.41%
84
ECLECOLAB INC
267,758$53.0M0.40%
85
ADBEADOBE INC
191,186$52.8M0.40%
86
BRK-BBERKSHIRE HATHAWAY INC DEL
168$52.5M0.40%
87
IBMINTERNATIONAL BUSINESS MACHS
346,958$50.5M0.38%
88
AXPAMERICAN EXPRESS CO
423,774$50.1M0.38%
89
BKNGBOOKING HLDGS INC
25,428$49.9M0.38%
90
ORCLORACLE CORP
904,194$49.8M0.38%
91
USBUS BANCORP DEL
879,282$48.6M0.37%
92
PGRPROGRESSIVE CORP OHIO
628,886$48.6M0.37%
93
ACNACCENTURE PLC IRELAND
248,522$47.8M0.36%
94
TXNTEXAS INSTRS INC
364,701$47.1M0.36%
95
CRMSALESFORCE COM INC
314,076$46.6M0.35%
96
AMGNAMGEN INC
238,805$46.2M0.35%
97
NKENIKE INC
483,980$45.5M0.34%
98
ILMNILLUMINA INC
148,337$45.1M0.34%
99
GSGOLDMAN SACHS GROUP INC
216,400$44.8M0.34%
100
NEENEXTERA ENERGY INC
187,686$43.7M0.33%
Page 1 of 7Next