Filed: 5/13/2025ACC: 0001085146-25-003015
📋 What this filing means
ROYAL LONDON ASSET MANAGEMENT LTD filed this quarterly 13F‑HR report disclosing 744 equity positions with a total reported market value of $42.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
744
Positions
$42.24B
Total AUM (reported)
314.03M
Total Shares
Allocation by class
COM$32.61B77.2%
CL A$2.41B5.7%
CAP STK CL A$1.24B2.9%
COM CL A$1.14B2.7%
SHS$1.01B2.4%
COM NEW$822.69M1.9%
SPONSORED ADS$683.19M1.6%
Portfolio Concentration
Top 3$6.93B16.4%
4–10$7.09B16.8%
11–25$5.93B14.0%
Rest$22.29B52.8%
Top 3 weight
16.4%
Top 10 weight
33.2%
Voting Authority Distribution
Total shares with voting rights: 314.03M
Sole
Full voting authority
314.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole744
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings744
Rows:
MICROSOFT CORP
SOLEShares6.99M
TypeSH
Market value$2.62B
6.21%
Sole
6.99M
Shared
0.00
None
0.00
APPLE INC
SOLEShares10.68M
TypeSH
Market value$2.37B
5.62%
Sole
10.68M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares17.83M
TypeSH
Market value$1.93B
4.58%
Sole
17.83M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares9.44M
TypeSH
Market value$1.80B
4.25%
Sole
9.44M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares8.04M
TypeSH
Market value$1.24B
2.94%
Sole
8.04M
Shared
0.00
None
0.00
VISA INC
SOLEShares2.88M
TypeSH
Market value$1.01B
2.39%
Sole
2.88M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.51M
TypeSH
Market value$869.15M
2.06%
Sole
1.51M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares5M
TypeSH
Market value$836.45M
1.98%
Sole
5M
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares1.33M
TypeSH
Market value$696.58M
1.65%
Sole
1.33M
Shared
0.00
None
0.00
ELI LILLY & CO
SOLEShares778.09K
TypeSH
Market value$642.64M
1.52%
Sole
778.09K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
SOLEShares2.33M
TypeSH
Market value$571.70M
1.35%
Sole
2.33M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
SOLEShares1.03M
TypeSH
Market value$547.36M
1.30%
Sole
1.03M
Shared
0.00
None
0.00
HCA HEALTHCARE INC
SOLEShares1.44M
TypeSH
Market value$496.22M
1.17%
Sole
1.44M
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares250.63K
TypeSH
Market value$488.96M
1.16%
Sole
250.63K
Shared
0.00
None
0.00
PROGRESSIVE CORP
SOLEShares1.58M
TypeSH
Market value$447.93M
1.06%
Sole
1.58M
Shared
0.00
None
0.00
TESLA INC
SOLEShares1.67M
TypeSH
Market value$433.65M
1.03%
Sole
1.67M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares2.55M
TypeSH
Market value$423.25M
1.00%
Sole
2.55M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares737.44K
TypeSH
Market value$366.95M
0.87%
Sole
737.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares2.25M
TypeSH
Market value$352.05M
0.83%
Sole
2.25M
Shared
0.00
None
0.00
BOOKING HOLDINGS INC
SOLEShares69.20K
TypeSH
Market value$318.82M
0.75%
Sole
69.20K
Shared
0.00
None
0.00
MERCK & CO INC
SOLEShares3.45M
TypeSH
Market value$309.81M
0.73%
Sole
3.45M
Shared
0.00
None
0.00
LINDE PLC
SOLEShares663.55K
TypeSH
Market value$308.98M
0.73%
Sole
663.55K
Shared
0.00
None
0.00
EXXON MOBIL CORP
SOLEShares2.48M
TypeSH
Market value$294.50M
0.70%
Sole
2.48M
Shared
0.00
None
0.00
ABBVIE INC
SOLEShares1.36M
TypeSH
Market value$284.83M
0.67%
Sole
1.36M
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares1.66M
TypeSH
Market value$283.22M
0.67%
Sole
1.66M
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 6.99M | SH | $2.62B 6.21% | 6.99M | 0.00 | 0.00 |
APPLE INCSOLE | COM | 10.68M | SH | $2.37B 5.62% | 10.68M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 17.83M | SH | $1.93B 4.58% | 17.83M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 9.44M | SH | $1.80B 4.25% | 9.44M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 8.04M | SH | $1.24B 2.94% | 8.04M | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 2.88M | SH | $1.01B 2.39% | 2.88M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.51M | SH | $869.15M 2.06% | 1.51M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 5M | SH | $836.45M 1.98% | 5M | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 1.33M | SH | $696.58M 1.65% | 1.33M | 0.00 | 0.00 |
ELI LILLY & COSOLE | COM | 778.09K | SH | $642.64M 1.52% | 778.09K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.SOLE | COM | 2.33M | SH | $571.70M 1.35% | 2.33M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELSOLE | CL B NEW | 1.03M | SH | $547.36M 1.30% | 1.03M | 0.00 | 0.00 |
HCA HEALTHCARE INCSOLE | COM | 1.44M | SH | $496.22M 1.17% | 1.44M | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 250.63K | SH | $488.96M 1.16% | 250.63K | 0.00 | 0.00 |
PROGRESSIVE CORPSOLE | COM | 1.58M | SH | $447.93M 1.06% | 1.58M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 1.67M | SH | $433.65M 1.03% | 1.67M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 2.55M | SH | $423.25M 1.00% | 2.55M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 737.44K | SH | $366.95M 0.87% | 737.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 2.25M | SH | $352.05M 0.83% | 2.25M | 0.00 | 0.00 |
BOOKING HOLDINGS INCSOLE | COM | 69.20K | SH | $318.82M 0.75% | 69.20K | 0.00 | 0.00 |
MERCK & CO INCSOLE | COM | 3.45M | SH | $309.81M 0.73% | 3.45M | 0.00 | 0.00 |
LINDE PLCSOLE | SHS | 663.55K | SH | $308.98M 0.73% | 663.55K | 0.00 | 0.00 |
EXXON MOBIL CORPSOLE | COM | 2.48M | SH | $294.50M 0.70% | 2.48M | 0.00 | 0.00 |
ABBVIE INCSOLE | COM | 1.36M | SH | $284.83M 0.67% | 1.36M | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 1.66M | SH | $283.22M 0.67% | 1.66M | 0.00 | 0.00 |
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