StockDriftsStockDriftsTop 50 Royal London Asset Management LTD Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 6.63% | 17.99M | $3.60B | +0.29%(+51.81K) | $36.35(+521.86%) | 2026-06-30 | |
| AAPL | APPLE INC | 5.51% | 10.34M | $2.99B | +3.57%(+355.94K) | $101.58(+200.64%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 4.66% | 7.08M | $2.53B | +0.97%(+67.95K) | $95.59(+260.61%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 3.99% | 5.80M | $2.16B | +2.06%(+117.09K) | $188.91(+157.30%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 3.91% | 8.90M | $2.12B | +0.77%(+68.47K) | $116.81(+124.75%) | 2026-06-30 | |
| AZN | ASTRAZENECA PLC | 3.55% | 10.16M | $1.93B | -1.35%(-138.54K) | $190.54(-17.87%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 2.62% | 3.76M | $1.42B | -7.38%(-299.99K) | $117.01(+236.50%) | 2026-06-30 | |
| MU | MICRON TECHNOLOGY INC | 1.91% | 895.9K | $1.03B | -8.14%(-79.39K) | $77.51(+1209.28%) | 2026-06-30 | |
| V | VISA INC | 1.61% | 2.55M | $874.9M | +13.88%(+310.91K) | $182.08(+98.78%) | 2026-06-30 | |
| LLY | ELI LILLY & CO | 1.43% | 645.9K | $774.7M | -1.63%(-10.72K) | $270.66(+335.75%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +25.53% | +97.81% | +16.30% | +112.76% |
| Top 20 Holdings Unweighted | +28.31% | +111.22% | +18.29% | +131.58% |
Royal London Asset Management LTD reports $54.28B in US-listed equity holdings across 678 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (6.6%), AAPL (5.5%) and GOOGL (4.7%). The top 20 holdings account for 46.83% of reported assets. Its disclosed equity book has returned +97.81% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Royal London Asset Management LTD’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 863748). View Royal London Asset Management LTD’s 13F filings on SEC