ROYAL LONDON ASSET MANAGEMENT LTD Q4 2023 Filing

Filed February 13, 2024

Portfolio Value

$35.9B

Holdings

675

Report Date

Q4 2023

Filing Type

13F-HR

All Holdings (675 positions)

StockValue
MSFTMICROSOFT CORP
$2.7B
AAPLAPPLE INC
$2.0B
AMZNAMAZON COM INC
$1.3B
GOOGLALPHABET INC
$1.1B
NVDANVIDIA CORPORATION
$913.0M
VVISA INC
$852.0M
FTREFORTREA HLDGS INC
$575.0M
METAMETA PLATFORMS INC
$457.0M
HDBHDFC BANK LTD
$448.0M
STLDSTEEL DYNAMICS INC
$429.0M
HCAHCA HEALTHCARE INC
$399.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$381.0M
JPMJPMORGAN CHASE & CO
$378.0M
TXNTEXAS INSTRS INC
$360.0M
THOTHOR INDS INC
$358.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$351.0M
PGRPROGRESSIVE CORP
$344.0M
FERGFERGUSON PLC NEW
$319.0M
TSLATESLA INC
$306.0M
GOOGALPHABET INC
$281.0M
RSRELIANCE STEEL & ALUMINUM CO
$263.0M
DALDELTA AIR LINES INC DEL
$260.0M
JNJJOHNSON & JOHNSON
$253.0M
ODFLOLD DOMINION FREIGHT LINE IN
$246.0M
PGPROCTER AND GAMBLE CO
$228.0M
HDHOME DEPOT INC
$219.0M
ABBVABBVIE INC
$213.0M
UBSUBS GROUP AG
$211.0M
LADLITHIA MTRS INC
$203.0M
CNRCANADIAN NATL RY CO
$201.0M
TTTRANE TECHNOLOGIES PLC
$197.0M
NDSNNORDSON CORP
$191.0M
PEPPEPSICO INC
$182.0M
WABWABTEC
$181.0M
TSNTYSON FOODS INC
$181.0M
XOMEXXON MOBIL CORP
$175.0M
AMATAPPLIED MATLS INC
$173.0M
LINLINDE PLC
$172.0M
TELTE CONNECTIVITY LTD
$170.0M
ISRGINTUITIVE SURGICAL INC
$164.0M
MAMASTERCARD INCORPORATED
$162.0M
CSCOCISCO SYS INC
$160.0M
VRTXVERTEX PHARMACEUTICALS INC
$157.0M
AG8AGILENT TECHNOLOGIES INC
$144.0M
STESTERIS PLC
$143.0M
NFLXNETFLIX INC
$135.0M
SUSUNCOR ENERGY INC NEW
$127.0M
SYKSTRYKER CORPORATION
$126.0M
KNSLKINSALE CAP GROUP INC
$124.0M
MRKMERCK & CO INC
$124.0M
IQVIQVIA HLDGS INC
$123.0M
CVXCHEVRON CORP NEW
$120.0M
SPGIS&P GLOBAL INC
$120.0M
4I1PHILIP MORRIS INTL INC
$116.0M
ADSKAUTODESK INC
$113.0M
ELVELEVANCE HEALTH INC
$109.0M
KOCOCA COLA CO
$107.0M
ACNACCENTURE PLC IRELAND
$104.0M
CRMSALESFORCE INC
$104.0M
TJXTJX COS INC NEW
$101.0M
AMDADVANCED MICRO DEVICES INC
$98.0M
BACBANK AMERICA CORP
$98.0M
UNPUNION PAC CORP
$97.0M
CMCSACOMCAST CORP NEW
$97.0M
PCARPACCAR INC
$96.0M
WMTWALMART INC
$95.0M
BACVERIZON COMMUNICATIONS INC
$91.0M
MCDMCDONALDS CORP
$91.0M
SLVMSYLVAMO CORP
$89.0M
CMECME GROUP INC
$88.0M
GSGOLDMAN SACHS GROUP INC
$87.0M
EXPDEXPEDITORS INTL WASH INC
$86.0M
INTCINTEL CORP
$86.0M
GILDGILEAD SCIENCES INC
$84.0M
ABTABBOTT LABS
$84.0M
CPRTCOPART INC
$84.0M
BMYBRISTOL-MYERS SQUIBB CO
$83.0M
PLDPROLOGIS INC.
$81.0M
SCHWSCHWAB CHARLES CORP
$81.0M
WFCWELLS FARGO CO NEW
$74.0M
AMEAMETEK INC
$73.0M
DHRDANAHER CORPORATION
$72.0M
CDWCDW CORP
$70.0M
AGCOAGCO CORP
$69.0M
BROBROWN & BROWN INC
$68.0M
KHCKRAFT HEINZ CO
$68.0M
PFEPFIZER INC
$67.0M
DISDISNEY WALT CO
$67.0M
ORCLORACLE CORP
$66.0M
MUMICRON TECHNOLOGY INC
$66.0M
COPCONOCOPHILLIPS
$65.0M
NOCNORTHROP GRUMMAN CORP
$65.0M
QCOMQUALCOMM INC
$64.0M
GMGENERAL MTRS CO
$64.0M
VLOVALERO ENERGY CORP
$64.0M
CATCATERPILLAR INC
$63.0M
AMGNAMGEN INC
$62.0M
SAIASAIA INC
$62.0M
CNMCORE & MAIN INC
$61.0M
NKENIKE INC
$61.0M
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