13F Insight
DOSSIER · 13F-HR · Q3 2026

ROYAL LONDON ASSET MANAGEMENT LTD

$54.5B in tracked AUM across 653 positions as of Q3 2026.

RL
CIK 0000863748 · last filed Sep 30, 2026
Total AUM
$54.5B
as of Q3 2026
Holdings
653
−25 QoQ
positions
Whale Score
69
69
tracked
Activity
604
+15 new, −40 sold
changes this Q
AI Analysis · Q3 2026

ROYAL LONDON ASSET MANAGEMENT LTD filed its latest 13F-HR for Q3 2026. 604 position changes this quarter — 15 new, 40 exited, 283 added, 266 trimmed.

Quarter at a glance — Q3 2026

604 material changes this filing.

TRIM
MSFTMICROSOFT CORP
-188K sh
+$715M
5.3%
ADD
NVDANVIDIA CORPORATION
+8K sh
+$511M
7.5%
ADD
AAPLAPPLE INC
+20K sh
+$458M
6.3%
TRIM
G0593M107ASTRAZENECA PLC
-647K sh
$-391M
2.8%
NEW
XOMEXXONMOBIL HOLDINGS CORP
+2.1M sh
+$340M
0.6%
EXIT
XOMEXXON MOBIL CORP
-2.2M sh
$-302M
—
ADD
METAMETA PLATFORMS INC
+107K sh
+$292M
1.9%

Top 10 holdings

By portfolio weight as of Q3 2026. Source: SEC EDGAR 13F-HR filings.

#HoldingValueSharesWeight
01
NVDA
NVIDIA CORPORATION
$4.1B18.0M7.5%02
AAPL
APPLE INC
$3.4B10.4M6.3%03
MSFT
MICROSOFT CORP
$2.9B5.6M5.3%04
GOOGL
ALPHABET INC
$2.3B6.8M4.3%05
AMZN
AMAZON COM INC
$2.2B8.8M4.0%06
G0593M107
ASTRAZENECA PLC
$1.5B9.5M2.8%07
AVGO
BROADCOM INC
$1.2B3.5M2.3%08
META
META PLATFORMS INC
$1.0B1.4M1.9%09
MU
MICRON TECHNOLOGY INC
$952M894K1.7%10
V
VISA INC
$923M2.6M1.7%

Filing history

2026Q3Sep 30
$54.5B▲ 0.5%
653 positionsView →2026Q2Jun 30
$54.3B▲ 13.8%
678 positionsView →2026Q1Mar 31
$47.7B▲ 0.3%
688 positionsView →2025Q4Dec 31
$47.5B▲ 2.2%
702 positionsView →2025Q3Sep 30
$46.5B▲ 6.1%
688 positionsLocked2025Q2Jun 30
$43.8B▲ 3.8%
829 positionsLocked2025Q1Mar 31
$42.2B▲ 3.0%
744 positionsLocked2024Q4Dec 31
$41.0B▲ 1.0%
632 positionsLocked2024Q3Sep 30
$40.6B▲ 3.7%
635 positionsLocked2024Q2Jun 30
$39.2B▼ 2.4%
666 positionsLocked2024Q1Mar 31
$40.1B▲ 11.9%
668 positionsLocked2023Q4Dec 31
$35.9B▲ 16.2%
676 positionsLocked
Showing 12 of 75