Filed: 8/13/2026ACC: 0000863748-26-000006
📋 What this filing means
ROYAL LONDON ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 678 equity positions with a total reported market value of $54.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
678
Positions
$54.28B
Total AUM (reported)
347.16M
Total Shares
Allocation by class
COM$38.72B71.3%
CAP STK CL A$2.53B4.7%
CL A$2.16B4.0%
ORD$2.07B3.8%
COM NEW$1.60B3.0%
COM CL A$1.38B2.5%
SPONSORED ADS$939.53M1.7%
Portfolio Concentration
Top 3$9.12B16.8%
4–10$10.32B19.0%
11–25$7.64B14.1%
Rest$27.20B50.1%
Top 3 weight
16.8%
Top 10 weight
35.8%
Voting Authority Distribution
Total shares with voting rights: 347.16M
Sole
Full voting authority
345.27M
shares
% of voting shares99.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
1.89M
shares
% of voting shares0.5%
Investment Discretion (by position count)
Sole678
Shared0
Other0
Dominant voting typeSole · 99.5% of voting shares
Institutional Holdings678
Rows:
NVIDIA CORPORATION
SOLEShares17.99M
TypeSH
Market value$3.60B
6.63%
Sole
17.88M
Shared
0.00
None
105.21K
APPLE INC
SOLEShares10.34M
TypeSH
Market value$2.99B
5.51%
Sole
10.28M
Shared
0.00
None
59.97K
ALPHABET INC
SOLEShares7.08M
TypeSH
Market value$2.53B
4.66%
Sole
7.02M
Shared
0.00
None
61.48K
MICROSOFT CORP
SOLEShares5.80M
TypeSH
Market value$2.16B
3.99%
Sole
5.77M
Shared
0.00
None
34.99K
AMAZON COM INC
SOLEShares8.90M
TypeSH
Market value$2.12B
3.91%
Sole
8.85M
Shared
0.00
None
55.21K
ASTRAZENECA PLC
SOLEShares10.16M
TypeSH
Market value$1.93B
3.55%
Sole
10.16M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares3.76M
TypeSH
Market value$1.42B
2.62%
Sole
3.75M
Shared
0.00
None
13.98K
MICRON TECHNOLOGY INC
SOLEShares895.92K
TypeSH
Market value$1.03B
1.91%
Sole
894.08K
Shared
0.00
None
1.85K
VISA INC
SOLEShares2.55M
TypeSH
Market value$874.90M
1.61%
Sole
2.52M
Shared
0.00
None
31.50K
ELI LILLY & CO
SOLEShares645.86K
TypeSH
Market value$774.67M
1.43%
Sole
639.82K
Shared
0.00
None
6.04K
META PLATFORMS INC
SOLEShares1.32M
TypeSH
Market value$745.06M
1.37%
Sole
1.32M
Shared
0.00
None
1.75K
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares1.52M
TypeSH
Market value$726.51M
1.34%
Sole
1.49M
Shared
0.00
None
28.49K
JPMORGAN CHASE & CO
SOLEShares2.19M
TypeSH
Market value$716.81M
1.32%
Sole
2.18M
Shared
0.00
None
5.33K
ALPHABET INC
SOLEShares2.01M
TypeSH
Market value$709.14M
1.31%
Sole
2.01M
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.58M
TypeSH
Market value$663.10M
1.22%
Sole
1.58M
Shared
0.00
None
1.51K
ADVANCED MICRO DEVICES INC
SOLEShares1.02M
TypeSH
Market value$592.83M
1.09%
Sole
1.02M
Shared
0.00
None
1.68K
INTEL CORP
SOLEShares4.17M
TypeSH
Market value$581.78M
1.07%
Sole
4.12M
Shared
0.00
None
45.05K
BERKSHIRE HATHAWAY INC DEL
SOLEShares943.36K
TypeSH
Market value$472.05M
0.87%
Sole
941.30K
Shared
0.00
None
2.06K
CISCO SYS INC
SOLEShares3.30M
TypeSH
Market value$387.30M
0.71%
Sole
3.29M
Shared
0.00
None
7.57K
MERCK & CO INC
SOLEShares2.99M
TypeSH
Market value$383.83M
0.71%
Sole
2.94M
Shared
0.00
None
46.48K
MERCADOLIBRE INC
SOLEShares209.03K
TypeSH
Market value$354.80M
0.65%
Sole
208.88K
Shared
0.00
None
146.00
ABBVIE INC
SOLEShares1.34M
TypeSH
Market value$337.82M
0.62%
Sole
1.34M
Shared
0.00
None
2.97K
APPLIED MATLS INC
SOLEShares460K
TypeSH
Market value$332.58M
0.61%
Sole
459.77K
Shared
0.00
None
232.00
TEXAS INSTRS INC
SOLEShares1.09M
TypeSH
Market value$324.66M
0.60%
Sole
1.09M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares745.30K
TypeSH
Market value$309.77M
0.57%
Sole
743.66K
Shared
0.00
None
1.65K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 17.99M | SH | $3.60B 6.63% | 17.88M | 0.00 | 105.21K |
APPLE INCSOLE | COM | 10.34M | SH | $2.99B 5.51% | 10.28M | 0.00 | 59.97K |
ALPHABET INCSOLE | CAP STK CL A | 7.08M | SH | $2.53B 4.66% | 7.02M | 0.00 | 61.48K |
MICROSOFT CORPSOLE | COM | 5.80M | SH | $2.16B 3.99% | 5.77M | 0.00 | 34.99K |
AMAZON COM INCSOLE | COM | 8.90M | SH | $2.12B 3.91% | 8.85M | 0.00 | 55.21K |
ASTRAZENECA PLCSOLE | ORD | 10.16M | SH | $1.93B 3.55% | 10.16M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 3.76M | SH | $1.42B 2.62% | 3.75M | 0.00 | 13.98K |
MICRON TECHNOLOGY INCSOLE | COM | 895.92K | SH | $1.03B 1.91% | 894.08K | 0.00 | 1.85K |
VISA INCSOLE | COM CL A | 2.55M | SH | $874.90M 1.61% | 2.52M | 0.00 | 31.50K |
ELI LILLY & COSOLE | COM | 645.86K | SH | $774.67M 1.43% | 639.82K | 0.00 | 6.04K |
META PLATFORMS INCSOLE | CL A | 1.32M | SH | $745.06M 1.37% | 1.32M | 0.00 | 1.75K |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 1.52M | SH | $726.51M 1.34% | 1.49M | 0.00 | 28.49K |
JPMORGAN CHASE & COSOLE | COM | 2.19M | SH | $716.81M 1.32% | 2.18M | 0.00 | 5.33K |
ALPHABET INCSOLE | CAP STK CL C | 2.01M | SH | $709.14M 1.31% | 2.01M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.58M | SH | $663.10M 1.22% | 1.58M | 0.00 | 1.51K |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.02M | SH | $592.83M 1.09% | 1.02M | 0.00 | 1.68K |
INTEL CORPSOLE | COM | 4.17M | SH | $581.78M 1.07% | 4.12M | 0.00 | 45.05K |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 943.36K | SH | $472.05M 0.87% | 941.30K | 0.00 | 2.06K |
CISCO SYS INCSOLE | COM | 3.30M | SH | $387.30M 0.71% | 3.29M | 0.00 | 7.57K |
MERCK & CO INCSOLE | COM | 2.99M | SH | $383.83M 0.71% | 2.94M | 0.00 | 46.48K |
MERCADOLIBRE INCSOLE | COM | 209.03K | SH | $354.80M 0.65% | 208.88K | 0.00 | 146.00 |
ABBVIE INCSOLE | COM | 1.34M | SH | $337.82M 0.62% | 1.34M | 0.00 | 2.97K |
APPLIED MATLS INCSOLE | COM | 460K | SH | $332.58M 0.61% | 459.77K | 0.00 | 232.00 |
TEXAS INSTRS INCSOLE | COM | 1.09M | SH | $324.66M 0.60% | 1.09M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 745.30K | SH | $309.77M 0.57% | 743.66K | 0.00 | 1.65K |
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