ROYAL LONDON ASSET MANAGEMENT LTD Q4 2022 Filing

Filed February 9, 2023

Portfolio Value

$22.3B

Holdings

680

Report Date

Q4 2022

Filing Type

13F-HR

All Holdings (680 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
6,217,187$1.5T6683.84%
2
AAPLAPPLE INC
7,657,309$994.9B4459.71%
3
VVISA INC
3,482,568$723.8B3244.72%
4
AMZNAMAZON COM INC
8,480,758$712.3B3193.20%
5
GOOGLALPHABET INC
5,800,128$511.7B2293.99%
6
UNHUNITEDHEALTH GROUP INC
917,506$486.5B2180.96%
7
TMOTHERMO FISHER SCIENTIFIC INC
774,404$426.5B1911.93%
8
LLYLILLY ELI & CO
1,087,021$397.6B1782.29%
9
TXNTEXAS INSTRS INC
1,983,772$327.8B1469.32%
10
STLDSTEEL DYNAMICS INC
3,228,932$315.4B1414.06%
11
HCAHCA HEALTHCARE INC
1,219,106$292.6B1311.65%
12
RSRELIANCE STEEL & ALUMINUM CO
1,423,772$288.1B1291.27%
13
PGRPROGRESSIVE CORP
2,066,910$268.1B1202.03%
14
AG8AGILENT TECHNOLOGIES INC
1,711,524$256.1B1148.03%
15
BRK/BBERKSHIRE HATHAWAY INC DEL
782,749$241.8B1084.13%
16
TSMTAIWAN SEMICONDUCTOR MFG LTD
3,226,315$240.4B1077.46%
17
XOMEXXON MOBIL CORP
2,059,236$227.2B1018.30%
18
NVDANVIDIA CORPORATION
1,508,407$220.5B988.29%
19
SUSUNCOR ENERGY INC NEW
6,939,332$220.2B987.02%
20
ODFLOLD DOMINION FREIGHT LINE IN
759,530$215.4B965.75%
21
JNJJOHNSON & JOHNSON
1,216,506$214.9B963.45%
22
ADBEADOBE SYSTEMS INCORPORATED
624,338$210.1B941.79%
23
JPMJPMORGAN CHASE & CO
1,557,470$208.9B936.34%
24
THOTHOR INDS INC
2,651,619$200.3B897.72%
25
NDSNNORDSON CORP
796,785$189.4B848.89%
26
TTTRANE TECHNOLOGIES PLC
1,038,345$174.6B782.50%
27
GOOGALPHABET INC
1,887,419$167.5B750.84%
28
CNRCANADIAN NATL RY CO
1,386,528$164.8B738.88%
29
PGPROCTER AND GAMBLE CO
1,084,408$164.4B736.91%
30
ABBVABBVIE INC
926,671$149.8B671.43%
31
WABWABTEC
1,464,864$146.2B655.53%
32
TELTE CONNECTIVITY LTD
1,211,597$139.1B623.53%
33
LADLITHIA MTRS INC
655,386$134.2B601.75%
34
HDHOME DEPOT INC
403,469$127.4B571.28%
35
PEPPEPSICO INC
704,387$127.2B570.41%
36
CVXCHEVRON CORP NEW
695,183$124.8B559.45%
37
IQVIQVIA HLDGS INC
608,737$124.7B558.81%
38
INTUINTUIT
313,583$122.0B547.01%
39
ISRGINTUITIVE SURGICAL INC
445,631$118.2B529.94%
40
METAMETA PLATFORMS INC
969,614$116.7B523.10%
41
TSLATESLA INC
909,563$112.1B502.54%
42
MAMASTERCARD INCORPORATED
303,732$105.6B473.56%
43
ADSKAUTODESK INC
562,274$105.1B470.96%
44
PFEPFIZER INC
1,993,739$102.2B458.08%
45
MRKMERCK & CO INC
894,572$99.2B444.90%
46
APTVAPTIV PLC
1,063,888$99.1B444.02%
47
CSCOCISCO SYS INC
2,069,508$98.6B442.05%
48
STESTERIS PLC
532,982$98.4B441.24%
49
SYKSTRYKER CORPORATION
385,314$94.2B422.24%
50
BACVERIZON COMMUNICATIONS INC
2,347,584$92.5B414.68%
51
4I1PHILIP MORRIS INTL INC
870,028$88.1B394.86%
52
KOCOCA COLA CO
1,379,356$87.7B393.34%
53
PYPLPAYPAL HLDGS INC
1,194,028$85.1B381.31%
54
ELVELEVANCE HEALTH INC
164,399$84.4B378.25%
55
MLB1MERCADOLIBRE INC
97,182$82.2B368.67%
56
COPCONOCOPHILLIPS
696,759$82.2B368.57%
57
BACBANK AMERICA CORP
2,470,293$81.8B366.70%
58
AVGOBROADCOM INC
140,690$78.7B352.63%
59
UBSUBS GROUP AG
4,094,741$76.4B342.69%
60
FERGFERGUSON PLC NEW
581,626$73.8B331.00%
61
KBIAKB FINL GROUP INC
1,861,432$72.0B322.54%
62
COSTCOSTCO WHSL CORP NEW
156,512$71.5B320.32%
63
WMTWALMART INC
499,847$70.9B317.72%
64
MCDMCDONALDS CORP
268,703$70.8B317.38%
65
GSGOLDMAN SACHS GROUP INC
200,461$68.8B308.58%
66
SCHWSCHWAB CHARLES CORP
820,198$68.3B306.10%
67
ABTABBOTT LABS
598,924$65.8B294.89%
68
TJXTJX COS INC NEW
819,262$65.2B292.37%
69
SPGIS&P GLOBAL INC
191,713$64.2B287.82%
70
AMATAPPLIED MATLS INC
633,240$61.7B276.45%
71
PCARPACCAR INC
622,627$61.6B276.21%
72
DHRDANAHER CORPORATION
231,371$61.4B275.37%
73
ACNACCENTURE PLC IRELAND
225,420$60.1B269.62%
74
CHDCHURCH & DWIGHT CO INC
743,461$59.9B268.63%
75
BLKCHFBLACKROCK INC
84,383$59.8B267.99%
76
EWEDWARDS LIFESCIENCES CORP
798,514$59.6B266.98%
77
HDBHDFC BANK LTD
865,956$59.2B265.57%
78
PLDPROLOGIS INC.
522,411$58.9B264.09%
79
UNPUNION PAC CORP
282,626$58.5B262.30%
80
NEENEXTERA ENERGY INC
682,916$57.1B255.88%
81
DISDISNEY WALT CO
642,288$55.8B250.12%
82
WFCWELLS FARGO CO NEW
1,346,481$55.6B249.25%
83
NFLXNETFLIX INC
183,757$54.2B242.90%
84
GILDGILEAD SCIENCES INC
630,731$54.1B242.71%
85
CMCSACOMCAST CORP NEW
1,533,543$53.6B240.29%
86
BMYBRISTOL-MYERS SQUIBB CO
744,546$53.6B240.08%
87
BRK-BBERKSHIRE HATHAWAY INC DEL
114$53.4B239.29%
88
RTXRAYTHEON TECHNOLOGIES CORP
524,077$52.9B237.10%
89
LINLINDE PLC
161,217$52.6B235.82%
90
ESEVERSOURCE ENERGY
611,096$51.2B229.71%
91
NKENIKE INC
429,209$50.2B225.17%
92
AMGNAMGEN INC
187,149$49.2B220.33%
93
NOCNORTHROP GRUMMAN CORP
87,822$47.9B214.94%
94
TAT&T INC
2,568,897$47.3B211.88%
95
MRNAMODERNA INC
262,416$47.1B211.22%
96
EXPDEXPEDITORS INTL WASH INC
447,760$46.5B208.53%
97
GMGENERAL MTRS CO
1,382,707$46.5B208.48%
98
CATCATERPILLAR INC
192,827$46.2B207.07%
99
LOWLOWES COS INC
227,694$45.4B203.37%
100
IBMINTERNATIONAL BUSINESS MACHS
320,734$45.2B202.55%
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