Royal London Asset Management Ltd 13F Holdings · Q2 2026
Royal London Asset Management Ltd reported 678 securities worth $54.28B in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: NVDA (6.63%), AAPL (5.51%), GOOGL (4.66%). Among its top 25 positions this quarter: 10 added, 15 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $3.60B | 6.63% | 18.0M | Added |
| 2 | AAPL | APPLE INC | $2.99B | 5.51% | 10.3M | Added |
| 3 | GOOGL | ALPHABET INC | $2.53B | 4.66% | 7.1M | Added |
| 4 | MSFT | MICROSOFT CORP | $2.16B | 3.99% | 5.8M | Added |
| 5 | AMZN | AMAZON COM INC | $2.12B | 3.91% | 8.9M | Added |
| 6 | AZN | ASTRAZENECA PLC | $1.93B | 3.55% | 10.2M | Trimmed |
| 7 | AVGO | BROADCOM INC | $1.42B | 2.62% | 3.8M | Trimmed |
| 8 | MU | MICRON TECHNOLOGY INC | $1.03B | 1.91% | 895,924 | Trimmed |
| 9 | V | VISA INC | $874.9M | 1.61% | 2.6M | Added |
| 10 | LLY | ELI LILLY & CO | $774.7M | 1.43% | 645,864 | Trimmed |
| 11 | META | META PLATFORMS INC | $745.1M | 1.37% | 1.3M | Trimmed |
| 12 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $726.5M | 1.34% | 1.5M | Trimmed |
| 13 | JPM | JPMORGAN CHASE & CO | $716.8M | 1.32% | 2.2M | Trimmed |
| 14 | GOOG | ALPHABET INC | $709.1M | 1.31% | 2.0M | Trimmed |
| 15 | TSLA | TESLA INC | $663.1M | 1.22% | 1.6M | Added |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $592.8M | 1.09% | 1.0M | Trimmed |
| 17 | INTC | INTEL CORP | $581.8M | 1.07% | 4.2M | Trimmed |
| 18 | BRKB | BERKSHIRE HATHAWAY INC DEL | $472.0M | 0.87% | 943,362 | Trimmed |
| 19 | CSCO | CISCO SYS INC | $387.3M | 0.71% | 3.3M | Added |
| 20 | MRK | MERCK & CO INC | $383.8M | 0.71% | 3.0M | Added |
| 21 | MELI | MERCADOLIBRE INC | $354.8M | 0.65% | 209,028 | Trimmed |
| 22 | ABBV | ABBVIE INC | $337.8M | 0.62% | 1.3M | Trimmed |
| 23 | AMAT | APPLIED MATLS INC | $332.6M | 0.61% | 460,003 | Trimmed |
| 24 | TXN | TEXAS INSTRS INC | $324.7M | 0.60% | 1.1M | Added |
| 25 | UNH | UNITEDHEALTH GROUP INC | $309.8M | 0.57% | 745,305 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR