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)

StockValue
NVDANVIDIA CORPORATION
$3.3B
MSFTMICROSOFT CORP
$2.9B
AAPLAPPLE INC
$2.7B
GOOGLALPHABET INC
$2.2B
AMZNAMAZON COM INC
$2.0B
AVGOBROADCOM INC
$1.4B
METAMETA PLATFORMS INC
$877.0M
VVISA INC
$827.0M
LLYELI LILLY & CO
$795.0M
JPMJPMORGAN CHASE & CO.
$717.0M
TSLATESLA INC
$686.0M
GOOGALPHABET INC
$625.0M
TSMTAIWAN SEMICONDUCTOR MFG LTD
$577.0M
BRK/BBERKSHIRE HATHAWAY INC DEL
$472.0M
MLB1MERCADOLIBRE INC
$458.0M
HCAHCA HEALTHCARE INC
$340.0M
MRKMERCK & CO INC
$336.0M
MUMICRON TECHNOLOGY INC
$319.0M
TMOTHERMO FISHER SCIENTIFIC INC
$313.0M
ABBVABBVIE INC
$300.0M
CNMCORE & MAIN INC
$295.0M
HDHOME DEPOT INC
$274.0M
XOMEXXON MOBIL CORP
$270.0M
NFLXNETFLIX INC
$269.0M
LINLINDE PLC
$259.0M
STLDSTEEL DYNAMICS INC
$258.0M
UNHUNITEDHEALTH GROUP INC
$247.0M
CSCOCISCO SYS INC
$245.0M
WABWABTEC
$243.0M
PGRPROGRESSIVE CORP
$238.0M
MAMASTERCARD INCORPORATED
$237.0M
JNJJOHNSON & JOHNSON
$236.0M
WMTWALMART INC
$234.0M
PGPROCTER AND GAMBLE CO
$227.0M
ISRGINTUITIVE SURGICAL INC
$226.0M
BKNGBOOKING HOLDINGS INC
$225.0M
GSGOLDMAN SACHS GROUP INC
$223.0M
INTUINTUIT
$223.0M
ORCLORACLE CORP
$212.0M
PEPPEPSICO INC
$196.0M
PLTRPALANTIR TECHNOLOGIES INC
$196.0M
COSTCOSTCO WHSL CORP NEW
$196.0M
WRBBERKLEY W R CORP
$195.0M
BLDTOPBUILD CORP
$194.0M
4I1PHILIP MORRIS INTL INC
$193.0M
TXNTEXAS INSTRS INC
$190.0M
FIXCOMFORT SYS USA INC
$181.0M
QCOMQUALCOMM INC
$179.0M
BACBANK AMERICA CORP
$178.0M
HDBHDFC BANK LTD
$172.0M
INTCINTEL CORP
$169.0M
AMDADVANCED MICRO DEVICES INC
$166.0M
UBSUBS GROUP AG
$163.0M
ADSKAUTODESK INC
$157.0M
FERGFERGUSON ENTERPRISES INC
$156.0M
SNPSSYNOPSYS INC
$154.0M
CVXCHEVRON CORP NEW
$154.0M
GEGE AEROSPACE
$154.0M
CMECME GROUP INC
$149.0M
KMIKINDER MORGAN INC DEL
$148.0M
VRTVERTIV HOLDINGS CO
$147.0M
ADIANALOG DEVICES INC
$146.0M
CATCATERPILLAR INC
$144.0M
WFCWELLS FARGO CO NEW
$143.0M
AGCOAGCO CORP
$140.0M
KOCOCA COLA CO
$139.0M
TTETOTALENERGIES SE
$139.0M
AMATAPPLIED MATLS INC
$138.0M
SCHWSCHWAB CHARLES CORP
$133.0M
BLKBLACKROCK INC
$131.0M
IBMINTERNATIONAL BUSINESS MACHS
$129.0M
NOWSERVICENOW INC
$129.0M
STESTERIS PLC
$127.0M
VRTXVERTEX PHARMACEUTICALS INC
$123.0M
RACEFERRARI N V
$122.0M
SYKSTRYKER CORPORATION
$119.0M
GMGENERAL MTRS CO
$118.0M
LRCXLAM RESEARCH CORP
$117.0M
AEMAGNICO EAGLE MINES LTD
$116.0M
DWDMORGAN STANLEY
$116.0M
UNPUNION PAC CORP
$115.0M
GEVGE VERNOVA INC
$114.0M
CRMSALESFORCE INC
$113.0M
RTXRTX CORPORATION
$112.0M
AMEAMETEK INC
$110.0M
TRVCCITIGROUP INC
$102.0M
URIUNITED RENTALS INC
$101.0M
APGAPI GROUP CORP
$100.0M
ALNYALNYLAM PHARMACEUTICALS INC
$100.0M
MCDMCDONALDS CORP
$100.0M
PCARPACCAR INC
$99.0M
ABTABBOTT LABS
$99.0M
ELSEQUITY LIFESTYLE PPTYS INC
$98.0M
DISDISNEY WALT CO
$98.0M
PLDPROLOGIS INC.
$98.0M
RHCRH PLC
$97.0M
BRK-BBERKSHIRE HATHAWAY INC DEL
$97.0M
PHPARKER-HANNIFIN CORP
$95.0M
TAT&T INC
$95.0M
REXRREXFORD INDL RLTY INC
$95.0M
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