ROYAL LONDON ASSET MANAGEMENT LTD Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$47.5B
Holdings
702
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (702 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 17,638,044 | $3.3T | 6920.42% | |
| 2 | MSFTMICROSOFT CORP | 5,959,212 | $2.9T | 6061.95% | |
| 3 | AAPLAPPLE INC | 9,934,207 | $2.7T | 5681.10% | |
| 4 | GOOGLALPHABET INC | 7,026,845 | $2.2T | 4626.94% | |
| 5 | AMZNAMAZON COM INC | 8,539,436 | $2.0T | 4147.20% | |
| 6 | AVGOBROADCOM INC | 3,901,933 | $1.4T | 2840.55% | |
| 7 | METAMETA PLATFORMS INC | 1,330,116 | $877.0B | 1845.31% | |
| 8 | VVISA INC | 2,359,072 | $827.0B | 1740.10% | |
| 9 | LLYELI LILLY & CO | 739,834 | $795.0B | 1672.77% | |
| 10 | JPMJPMORGAN CHASE & CO. | 2,228,116 | $717.0B | 1508.65% | |
| 11 | TSLATESLA INC | 1,527,328 | $686.0B | 1443.42% | |
| 12 | GOOGALPHABET INC | 1,994,263 | $625.0B | 1315.07% | |
| 13 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 1,901,587 | $577.0B | 1214.07% | |
| 14 | BRK/BBERKSHIRE HATHAWAY INC DEL | 940,993 | $472.0B | 993.14% | |
| 15 | MLB1MERCADOLIBRE INC | 227,467 | $458.0B | 963.68% | |
| 16 | HCAHCA HEALTHCARE INC | 728,575 | $340.0B | 715.40% | |
| 17 | MRKMERCK & CO INC | 3,197,151 | $336.0B | 706.98% | |
| 18 | MUMICRON TECHNOLOGY INC | 1,119,802 | $319.0B | 671.21% | |
| 19 | TMOTHERMO FISHER SCIENTIFIC INC | 540,925 | $313.0B | 658.59% | |
| 20 | ABBVABBVIE INC | 1,314,868 | $300.0B | 631.23% | |
| 21 | CNMCORE & MAIN INC | 5,688,595 | $295.0B | 620.71% | |
| 22 | HDHOME DEPOT INC | 798,289 | $274.0B | 576.53% | |
| 23 | XOMEXXON MOBIL CORP | 2,250,678 | $270.0B | 568.11% | |
| 24 | NFLXNETFLIX INC | 2,869,405 | $269.0B | 566.01% | |
| 25 | LINLINDE PLC | 607,811 | $259.0B | 544.96% | |
| 26 | STLDSTEEL DYNAMICS INC | 1,526,106 | $258.0B | 542.86% | |
| 27 | UNHUNITEDHEALTH GROUP INC | 750,245 | $247.0B | 519.72% | |
| 28 | CSCOCISCO SYS INC | 3,182,568 | $245.0B | 515.51% | |
| 29 | WABWABTEC | 1,140,215 | $243.0B | 511.30% | |
| 30 | PGRPROGRESSIVE CORP | 1,111,635 | $238.0B | 500.78% | |
| 31 | MAMASTERCARD INCORPORATED | 416,234 | $237.0B | 498.67% | |
| 32 | JNJJOHNSON & JOHNSON | 1,141,270 | $236.0B | 496.57% | |
| 33 | WMTWALMART INC | 2,108,698 | $234.0B | 492.36% | |
| 34 | PGPROCTER AND GAMBLE CO | 1,584,236 | $227.0B | 477.63% | |
| 35 | ISRGINTUITIVE SURGICAL INC | 399,890 | $226.0B | 475.53% | |
| 36 | BKNGBOOKING HOLDINGS INC | 42,048 | $225.0B | 473.43% | |
| 37 | GSGOLDMAN SACHS GROUP INC | 254,606 | $223.0B | 469.22% | |
| 38 | INTUINTUIT | 338,021 | $223.0B | 469.22% | |
| 39 | ORCLORACLE CORP | 1,091,686 | $212.0B | 446.07% | |
| 40 | PEPPEPSICO INC | 1,369,215 | $196.0B | 412.41% | |
| 41 | PLTRPALANTIR TECHNOLOGIES INC | 1,104,722 | $196.0B | 412.41% | |
| 42 | COSTCOSTCO WHSL CORP NEW | 228,360 | $196.0B | 412.41% | |
| 43 | WRBBERKLEY W R CORP | 2,790,374 | $195.0B | 410.30% | |
| 44 | BLDTOPBUILD CORP | 466,677 | $194.0B | 408.20% | |
| 45 | 4I1PHILIP MORRIS INTL INC | 1,207,282 | $193.0B | 406.09% | |
| 46 | TXNTEXAS INSTRS INC | 1,099,404 | $190.0B | 399.78% | |
| 47 | FIXCOMFORT SYS USA INC | 194,800 | $181.0B | 380.84% | |
| 48 | QCOMQUALCOMM INC | 1,048,625 | $179.0B | 376.64% | |
| 49 | BACBANK AMERICA CORP | 3,236,548 | $178.0B | 374.53% | |
| 50 | HDBHDFC BANK LTD | 4,709,766 | $172.0B | 361.91% | |
| 51 | INTCINTEL CORP | 4,586,209 | $169.0B | 355.59% | |
| 52 | AMDADVANCED MICRO DEVICES INC | 775,431 | $166.0B | 349.28% | |
| 53 | UBSUBS GROUP AG | 3,534,187 | $163.0B | 342.97% | |
| 54 | ADSKAUTODESK INC | 531,978 | $157.0B | 330.35% | |
| 55 | FERGFERGUSON ENTERPRISES INC | 704,340 | $156.0B | 328.24% | |
| 56 | SNPSSYNOPSYS INC | 329,357 | $154.0B | 324.03% | |
| 57 | CVXCHEVRON CORP NEW | 1,011,367 | $154.0B | 324.03% | |
| 58 | GEGE AEROSPACE | 502,772 | $154.0B | 324.03% | |
| 59 | CMECME GROUP INC | 548,735 | $149.0B | 313.51% | |
| 60 | KMIKINDER MORGAN INC DEL | 5,415,176 | $148.0B | 311.41% | |
| 61 | VRTVERTIV HOLDINGS CO | 911,626 | $147.0B | 309.30% | |
| 62 | ADIANALOG DEVICES INC | 541,423 | $146.0B | 307.20% | |
| 63 | CATCATERPILLAR INC | 252,109 | $144.0B | 302.99% | |
| 64 | WFCWELLS FARGO CO NEW | 1,540,269 | $143.0B | 300.89% | |
| 65 | AGCOAGCO CORP | 1,343,230 | $140.0B | 294.58% | |
| 66 | KOCOCA COLA CO | 1,992,206 | $139.0B | 292.47% | |
| 67 | TTETOTALENERGIES SE | 2,133,432 | $139.0B | 292.47% | |
| 68 | AMATAPPLIED MATLS INC | 539,866 | $138.0B | 290.37% | |
| 69 | SCHWSCHWAB CHARLES CORP | 1,332,537 | $133.0B | 279.85% | |
| 70 | BLKBLACKROCK INC | 123,026 | $131.0B | 275.64% | |
| 71 | IBMINTERNATIONAL BUSINESS MACHS | 438,306 | $129.0B | 271.43% | |
| 72 | NOWSERVICENOW INC | 848,587 | $129.0B | 271.43% | |
| 73 | STESTERIS PLC | 502,704 | $127.0B | 267.22% | |
| 74 | VRTXVERTEX PHARMACEUTICALS INC | 273,433 | $123.0B | 258.81% | |
| 75 | RACEFERRARI N V | 332,495 | $122.0B | 256.70% | |
| 76 | SYKSTRYKER CORPORATION | 341,368 | $119.0B | 250.39% | |
| 77 | GMGENERAL MTRS CO | 1,453,007 | $118.0B | 248.29% | |
| 78 | LRCXLAM RESEARCH CORP | 688,385 | $117.0B | 246.18% | |
| 79 | AEMAGNICO EAGLE MINES LTD | 689,171 | $116.0B | 244.08% | |
| 80 | DWDMORGAN STANLEY | 656,132 | $116.0B | 244.08% | |
| 81 | UNPUNION PAC CORP | 500,634 | $115.0B | 241.97% | |
| 82 | GEVGE VERNOVA INC | 175,369 | $114.0B | 239.87% | |
| 83 | CRMSALESFORCE INC | 430,308 | $113.0B | 237.76% | |
| 84 | RTXRTX CORPORATION | 610,695 | $112.0B | 235.66% | |
| 85 | AMEAMETEK INC | 538,103 | $110.0B | 231.45% | |
| 86 | TRVCCITIGROUP INC | 876,387 | $102.0B | 214.62% | |
| 87 | URIUNITED RENTALS INC | 125,375 | $101.0B | 212.52% | |
| 88 | APGAPI GROUP CORP | 2,613,877 | $100.0B | 210.41% | |
| 89 | ALNYALNYLAM PHARMACEUTICALS INC | 253,072 | $100.0B | 210.41% | |
| 90 | MCDMCDONALDS CORP | 328,481 | $100.0B | 210.41% | |
| 91 | PCARPACCAR INC | 912,871 | $99.0B | 208.31% | |
| 92 | ABTABBOTT LABS | 794,924 | $99.0B | 208.31% | |
| 93 | ELSEQUITY LIFESTYLE PPTYS INC | 1,621,879 | $98.0B | 206.20% | |
| 94 | DISDISNEY WALT CO | 869,935 | $98.0B | 206.20% | |
| 95 | PLDPROLOGIS INC. | 773,287 | $98.0B | 206.20% | |
| 96 | RHCRH PLC | 777,754 | $97.0B | 204.10% | |
| 97 | BRK-BBERKSHIRE HATHAWAY INC DEL | 129 | $97.0B | 204.10% | |
| 98 | PHPARKER-HANNIFIN CORP | 109,151 | $95.0B | 199.89% | |
| 99 | TAT&T INC | 3,833,436 | $95.0B | 199.89% | |
| 100 | REXRREXFORD INDL RLTY INC | 2,472,103 | $95.0B | 199.89% |
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