ROYAL LONDON ASSET MANAGEMENT LTD Q1 2025 Filing

Filed May 13, 2025

Portfolio Value

$42.2T

Holdings

744

Report Date

Q1 2025

Filing Type

13F-HR

All Holdings (744 positions)

#StockSharesValue% PortfolioType
1
MSFTMICROSOFT CORP
6,986,165$2.6T6.21%
2
AAPLAPPLE INC
10,684,941$2.4T5.62%
3
NVDANVIDIA CORPORATION
17,833,059$1.9T4.58%
4
AMZNAMAZON COM INC
9,444,732$1.8T4.25%
5
GOOGLALPHABET INC
8,036,833$1.2T2.94%
6
VVISA INC
2,877,479$1.0T2.39%
7
METAMETA PLATFORMS INC
1,508,006$869.2B2.06%
8
AVGOBROADCOM INC
4,995,803$836.4B1.98%
9
UNHUNITEDHEALTH GROUP INC
1,329,989$696.6B1.65%
10
LLYELI LILLY & CO
778,094$642.6B1.52%
11
JPMJPMORGAN CHASE & CO.
2,330,624$571.7B1.35%
12
BRK/BBERKSHIRE HATHAWAY INC DEL
1,027,745$547.4B1.30%
13
HCAHCA HEALTHCARE INC
1,436,017$496.2B1.17%
14
MLB1MERCADOLIBRE INC
250,635$489.0B1.16%
15
PGRPROGRESSIVE CORP
1,582,741$447.9B1.06%
16
TSLATESLA INC
1,673,285$433.6B1.03%
17
TSMTAIWAN SEMICONDUCTOR MFG LTD
2,549,701$423.3B1.00%
18
TMOTHERMO FISHER SCIENTIFIC INC
737,436$366.9B0.87%
19
GOOGALPHABET INC
2,253,393$352.0B0.83%
20
BKNGBOOKING HOLDINGS INC
69,205$318.8B0.75%
21
MRKMERCK & CO INC
3,451,556$309.8B0.73%
22
LINLINDE PLC
663,550$309.0B0.73%
23
XOMEXXON MOBIL CORP
2,476,241$294.5B0.70%
24
ABBVABBVIE INC
1,359,439$284.8B0.67%
25
PGPROCTER AND GAMBLE CO
1,661,887$283.2B0.67%
26
NFLXNETFLIX INC
301,685$281.3B0.67%
27
JNJJOHNSON & JOHNSON
1,619,964$268.7B0.64%
28
HDHOME DEPOT INC
723,523$265.2B0.63%
29
STLDSTEEL DYNAMICS INC
2,054,107$256.9B0.61%
30
MAMASTERCARD INCORPORATED
444,769$243.8B0.58%
31
TXNTEXAS INSTRS INC
1,351,565$242.9B0.57%
32
COSTCOSTCO WHSL CORP NEW
242,204$229.1B0.54%
33
CNMCORE & MAIN INC
4,472,951$216.1B0.51%
34
BROBROWN & BROWN INC
1,729,576$215.2B0.51%
35
WABWABTEC
1,177,881$213.6B0.51%
36
ADBEADOBE INC
553,615$212.3B0.50%
37
UBSUBS GROUP AG
6,868,003$210.4B0.50%
38
CSCOCISCO SYS INC
3,383,746$208.8B0.49%
39
FISVFISERV INC
931,978$205.8B0.49%
40
RSRELIANCE INC
675,757$195.1B0.46%
41
WMTWALMART INC
2,219,359$194.8B0.46%
42
4I1PHILIP MORRIS INTL INC
1,196,106$189.9B0.45%
43
WRBBERKLEY W R CORP
2,617,567$186.3B0.44%
44
INTUINTUIT
303,222$186.2B0.44%
45
PEPPEPSICO INC
1,211,345$181.6B0.43%
46
ISRGINTUITIVE SURGICAL INC
364,536$180.5B0.43%
47
FERGFERGUSON ENTERPRISES INC
1,123,154$180.0B0.43%
48
TSNTYSON FOODS INC
2,581,120$164.7B0.39%
49
VRTXVERTEX PHARMACEUTICALS INC
335,642$162.7B0.39%
50
CVXCHEVRON CORP NEW
968,521$162.0B0.38%
51
ADSKAUTODESK INC
590,275$154.5B0.37%
52
KNSLKINSALE CAP GROUP INC
315,170$153.4B0.36%
53
KOCOCA COLA CO
2,095,422$150.1B0.36%
54
CMECME GROUP INC
552,589$146.6B0.35%
55
HDBHDFC BANK LTD
2,152,609$143.0B0.34%
56
BACBANK AMERICA CORP
3,401,814$142.0B0.34%
57
AMATAPPLIED MATLS INC
978,102$141.9B0.34%
58
NOWSERVICENOW INC
171,872$136.8B0.32%
59
ODFLOLD DOMINION FREIGHT LINE IN
826,674$136.8B0.32%
60
SYKSTRYKER CORPORATION
352,384$131.2B0.31%
61
GSGOLDMAN SACHS GROUP INC
239,308$130.7B0.31%
62
AGCOAGCO CORP
1,405,768$130.1B0.31%
63
CRMSALESFORCE INC
481,239$129.1B0.31%
64
TTTRANE TECHNOLOGIES PLC
368,759$124.2B0.29%
65
STESTERIS PLC
544,182$123.3B0.29%
66
WFCWELLS FARGO CO NEW
1,672,115$120.0B0.28%
67
BLKBLACKROCK INC
125,394$118.7B0.28%
68
TAT&T INC
4,152,361$117.4B0.28%
69
IBMINTERNATIONAL BUSINESS MACHS
454,680$113.1B0.27%
70
BRK-BBERKSHIRE HATHAWAY INC DEL
141$112.6B0.27%
71
ABTABBOTT LABS
843,946$111.9B0.27%
72
FIXCOMFORT SYS USA INC
344,517$111.0B0.26%
73
MCDMCDONALDS CORP
354,164$110.6B0.26%
74
ACNACCENTURE PLC IRELAND
350,683$109.4B0.26%
75
ADIANALOG DEVICES INC
539,475$108.8B0.26%
76
UNPUNION PAC CORP
457,914$108.2B0.26%
77
TMUST-MOBILE US INC
405,529$108.2B0.26%
78
GEGE AEROSPACE
527,219$105.5B0.25%
79
ELVELEVANCE HEALTH INC
242,101$105.3B0.25%
80
ORCLORACLE CORP
746,503$104.4B0.25%
81
THOTHOR INDS INC
1,359,401$103.1B0.24%
82
SCHWSCHWAB CHARLES CORP
1,281,683$100.3B0.24%
83
LADLITHIA MTRS INC
338,940$99.5B0.24%
84
SLVMSYLVAMO CORP
1,451,242$97.3B0.23%
85
SPGIS&P GLOBAL INC
187,168$95.1B0.23%
86
BACVERIZON COMMUNICATIONS INC
2,093,578$95.0B0.22%
87
PCARPACCAR INC
960,626$93.5B0.22%
88
AMGNAMGEN INC
296,449$92.4B0.22%
89
CATCATERPILLAR INC
278,955$92.0B0.22%
90
DISDISNEY WALT CO
890,300$87.9B0.21%
91
FTNTFORTINET INC
908,434$87.4B0.21%
92
CMCSACOMCAST CORP NEW
2,352,197$86.8B0.21%
93
RTXRTX CORPORATION
653,973$86.6B0.21%
94
CPRTCOPART INC
1,523,853$86.2B0.20%
95
PLTRPALANTIR TECHNOLOGIES INC
1,007,690$85.0B0.20%
96
QCOMQUALCOMM INC
551,738$84.8B0.20%
97
AMDADVANCED MICRO DEVICES INC
807,363$82.9B0.20%
98
PDDPDD HOLDINGS INC
690,772$81.8B0.19%
99
SUSUNCOR ENERGY INC NEW
2,107,324$81.6B0.19%
100
PLDPROLOGIS INC.
727,463$81.3B0.19%
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