ROYAL LONDON ASSET MANAGEMENT LTD
Securities ▲▼ | Shares | Value ($K) | ||||
|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | |
| ASTRAZENECA PLC | 0 | 10,299,563 | +10,299,563 | 0 | 2,031,279,815 | +2,031,279,815 |
| NEXTPOWER INC | 0 | 1,558,511 | +1,558,511 | 0 | 187,878,501 | +187,878,501 |
| ROYALTY PHARMA PLC | 0 | 3,808,353 | +3,808,353 | 0 | 182,686,693 | +182,686,693 |
| SUNBELT RENTALS HOLDINGS INC | 0 | 2,528,983 | +2,528,983 | 0 | 164,611,503 | +164,611,503 |
| HUBBELL INC | 0 | 302,591 | +302,591 | 0 | 148,493,507 | +148,493,507 |
| CHUBB LTD SWITZ | 0 | 534,858 | +534,858 | 0 | 174,326,268 | +174,326,268 |
| EXXON MOBIL CORP | 0 | 2,238,022 | +2,238,022 | 0 | 379,702,813 | +379,702,813 |
| EQT CORP | 0 | 1,722,422 | +1,722,422 | 0 | 109,614,936 | +109,614,936 |
| COMPANHIA DE SANEAMENTO BASI | 0 | 2,656,532 | +2,656,532 | 0 | 81,050,791 | +81,050,791 |
| LOCKHEED MARTIN CORP | 0 | 193,715 | +193,715 | 0 | 117,079,409 | +117,079,409 |
| BORGWARNER INC | 0 | 1,265,960 | +1,265,960 | 0 | 68,209,925 | +68,209,925 |
| JOHNSON & JOHNSON | 0 | 1,202,690 | +1,202,690 | 0 | 293,985,544 | +293,985,544 |
| TOTALENERGIES SE | 0 | 2,140,953 | +2,140,953 | 0 | 194,783,904 | +194,783,904 |
| CHEVRON CORPORATION | 0 | 1,005,583 | +1,005,583 | 0 | 208,055,123 | +208,055,123 |
| CIENA CORP | 0 | 134,829 | +134,829 | 0 | 52,344,663 | +52,344,663 |
| ADVANCED MICRO DEVICES INC | 0 | 1,032,605 | +1,032,605 | 0 | 210,062,835 | +210,062,835 |
| MCKESSON CORP | 0 | 111,025 | +111,025 | 0 | 96,076,594 | +96,076,594 |
| VERTIV HOLDINGS CO | 0 | 761,668 | +761,668 | 0 | 190,858,767 | +190,858,767 |
| WILLSCOT HLDGS CORP | 0 | 2,467,235 | +2,467,235 | 0 | 42,831,200 | +42,831,200 |
| VERIZON COMMUNICATIONS INC | 0 | 2,356,543 | +2,356,543 | 0 | 118,298,459 | +118,298,459 |
| LUMENTUM HLDGS INC | 0 | 55,750 | +55,750 | 0 | 39,178,870 | +39,178,870 |
| VALERO ENERGY CORP | 0 | 459,012 | +459,012 | 0 | 113,412,685 | +113,412,685 |
| GE VERNOVA INC | 0 | 174,092 | +174,092 | 0 | 151,964,907 | +151,964,907 |
| COSTCO WHOLESALE CORPORATION | 0 | 234,997 | +234,997 | 0 | 234,158,061 | +234,158,061 |
| SANDISK CORP | 0 | 55,312 | +55,312 | 0 | 35,141,926 | +35,141,926 |
| INTEL CORP | 0 | 4,598,507 | +4,598,507 | 0 | 202,932,114 | +202,932,114 |
| WHEATON PRECIOUS METALS CORP | 0 | 626,570 | +626,570 | 0 | 82,086,936 | +82,086,936 |
| CATERPILLAR INC | 0 | 248,917 | +248,917 | 0 | 176,347,738 | +176,347,738 |
| KINDER MORGAN INC DEL | 0 | 5,370,393 | +5,370,393 | 0 | 180,069,277 | +180,069,277 |
| WALMART INC | 0 | 2,137,818 | +2,137,818 | 0 | 265,688,021 | +265,688,021 |
| WESTERN DIGITAL CORP | 0 | 219,458 | +219,458 | 0 | 59,361,194 | +59,361,194 |
| SUNCOR ENERGY INC NEW | 0 | 1,427,654 | +1,427,654 | 0 | 94,382,206 | +94,382,206 |
| CORPAY INC | 0 | 218,006 | +218,006 | 0 | 63,437,566 | +63,437,566 |
| QXO INC | 0 | 1,382,956 | +1,382,956 | 0 | 26,857,006 | +26,857,006 |
| LAM RESEARCH CORP | 0 | 673,896 | +673,896 | 0 | 143,984,619 | +143,984,619 |
| CONOCOPHILLIPS | 0 | 687,145 | +687,145 | 0 | 90,703,140 | +90,703,140 |
| APPLIED MATLS INC | 0 | 478,933 | +478,933 | 0 | 163,694,510 | +163,694,510 |
| API GROUP CORP | 0 | 3,071,924 | +3,071,924 | 0 | 124,474,360 | +124,474,360 |
| ANALOG DEVICES INC | 0 | 538,182 | +538,182 | 0 | 171,217,221 | +171,217,221 |
| CACI INTL INC | 0 | 83,250 | +83,250 | 0 | 45,277,178 | +45,277,178 |
| CARNIVAL CORP | 0 | 820,149 | +820,149 | 0 | 21,225,456 | +21,225,456 |
| CORTEVA INC | 0 | 506,322 | +506,322 | 0 | 42,384,215 | +42,384,215 |
| PEPSICO INC | 0 | 1,393,887 | +1,393,887 | 0 | 216,456,712 | +216,456,712 |
| OCCIDENTAL PETE CORP | 0 | 844,161 | +844,161 | 0 | 54,870,465 | +54,870,465 |
| PARKER-HANNIFIN CORP | 0 | 128,127 | +128,127 | 0 | 114,704,415 | +114,704,415 |
| KLA CORP | 0 | 73,262 | +73,262 | 0 | 107,871,701 | +107,871,701 |
| LINDE PLC | 0 | 559,373 | +559,373 | 0 | 277,314,758 | +277,314,758 |
| CORNING INC | 0 | 340,970 | +340,970 | 0 | 46,361,691 | +46,361,691 |
| NORTHROP GRUMMAN CORP | 0 | 141,601 | +141,601 | 0 | 96,605,866 | +96,605,866 |
| ENPHASE ENERGY INC | 0 | 408,201 | +408,201 | 0 | 15,434,080 | +15,434,080 |
| CAMECO CORP | 0 | 157,549 | +157,549 | 0 | 17,111,397 | +17,111,397 |
| AT&T INC | 0 | 3,812,352 | +3,812,352 | 0 | 110,520,084 | +110,520,084 |
| PROCTER & GAMBLE CO | 0 | 1,677,217 | +1,677,217 | 0 | 242,257,223 | +242,257,223 |
| COTERRA ENERGY INC | 0 | 1,924,481 | +1,924,481 | 0 | 67,626,262 | +67,626,262 |
| S&P GLOBAL INC | 0 | 250,598 | +250,598 | 0 | 106,589,353 | +106,589,353 |
| COREWEAVE INC | 0 | 197,025 | +197,025 | 0 | 15,263,527 | +15,263,527 |
| KKR & CO INC | 0 | 212,979 | +212,979 | 0 | 19,700,558 | +19,700,558 |
| COCA COLA CO | 0 | 2,020,158 | +2,020,158 | 0 | 153,633,016 | +153,633,016 |
| DEERE & CO | 0 | 143,272 | +143,272 | 0 | 80,705,118 | +80,705,118 |
| MARATHON PETE CORP | 0 | 172,574 | +172,574 | 0 | 42,139,119 | +42,139,119 |
| COHERENT CORP | 0 | 53,707 | +53,707 | 0 | 12,793,544 | +12,793,544 |
| CME GROUP INC | 0 | 549,846 | +549,846 | 0 | 162,397,016 | +162,397,016 |
| APPLOVIN CORP | 0 | 235,139 | +235,139 | 0 | 93,585,322 | +93,585,322 |
| ECHOSTAR CORP | 0 | 110,692 | +110,692 | 0 | 12,958,712 | +12,958,712 |
| NEXTERA ENERGY INC | 0 | 919,958 | +919,958 | 0 | 85,445,699 | +85,445,699 |
| ROCKET LAB CORP | 0 | 208,199 | +208,199 | 0 | 13,370,540 | +13,370,540 |
| GILEAD SCIENCES INC | 0 | 571,333 | +571,333 | 0 | 79,626,680 | +79,626,680 |
| MERCK & CO INC | 0 | 2,896,154 | +2,896,154 | 0 | 348,378,365 | +348,378,365 |
| HALOZYME THERAPEUTICS INC | 0 | 1,610,553 | +1,610,553 | 0 | 104,090,040 | +104,090,040 |
| CLOUDFLARE INC | 0 | 203,746 | +203,746 | 0 | 42,040,950 | +42,040,950 |
| EOG RES INC | 0 | 279,131 | +279,131 | 0 | 40,353,969 | +40,353,969 |
| SEAGATE TECHNOLOGY HLDNGS PL | 0 | 92,629 | +92,629 | 0 | 36,288,337 | +36,288,337 |
| OLD DOMINION FREIGHT LINE IN | 0 | 274,718 | +274,718 | 0 | 53,679,897 | +53,679,897 |
| QUANTA SVCS INC | 0 | 78,514 | +78,514 | 0 | 43,105,756 | +43,105,756 |
| MICRON TECHNOLOGY INC | 0 | 975,315 | +975,315 | 0 | 329,500,420 | +329,500,420 |
| PFIZER INC | 0 | 2,823,465 | +2,823,465 | 0 | 79,282,897 | +79,282,897 |
| SLB LIMITED | 0 | 696,699 | +696,699 | 0 | 35,803,362 | +35,803,362 |
| RTX CORPORATION | 0 | 628,682 | +628,682 | 0 | 121,272,758 | +121,272,758 |
| CHENIERE ENERGY INC | 0 | 110,242 | +110,242 | 0 | 31,282,270 | +31,282,270 |
| HONEYWELL INTL INC | 0 | 285,533 | +285,533 | 0 | 64,539,024 | +64,539,024 |
| NETFLIX INC. | 0 | 2,893,153 | +2,893,153 | 0 | 278,176,661 | +278,176,661 |
| NEW JERSEY RES CORP | 0 | 840,152 | +840,152 | 0 | 46,586,428 | +46,586,428 |
| COMFORT SYS USA INC | 0 | 138,256 | +138,256 | 0 | 190,653,641 | +190,653,641 |
| ANGLOGOLD ASHANTI PLC | 0 | 530,039 | +530,039 | 0 | 51,604,597 | +51,604,597 |
| EQUINIX INC | 0 | 40,353 | +40,353 | 0 | 39,555,625 | +39,555,625 |
| FORTINET INC | 0 | 1,122,679 | +1,122,679 | 0 | 91,745,328 | +91,745,328 |
| EATON CORP PLC | 0 | 207,704 | +207,704 | 0 | 74,289,490 | +74,289,490 |
| TERADYNE INC | 0 | 73,890 | +73,890 | 0 | 21,905,429 | +21,905,429 |
| AMGEN INC | 0 | 281,362 | +281,362 | 0 | 98,997,220 | +98,997,220 |
| PHILLIPS 66 | 0 | 171,097 | +171,097 | 0 | 31,170,451 | +31,170,451 |
| SMURFIT WESTROCK PLC | 0 | 419,469 | +419,469 | 0 | 16,715,840 | +16,715,840 |
| BAKER HUGHES COMPANY | 0 | 549,966 | +549,966 | 0 | 33,575,424 | +33,575,424 |
| PHILIP MORRIS INTL INC | 0 | 1,214,925 | +1,214,925 | 0 | 200,875,700 | +200,875,700 |
| DELTA AIR LINES INC | 0 | 188,731 | +188,731 | 0 | 12,546,837 | +12,546,837 |
| ROSS STORES INC | 0 | 166,175 | +166,175 | 0 | 35,998,490 | +35,998,490 |
| SOUTHERN COPPER CORP | 0 | 138,820 | +138,820 | 0 | 23,885,369 | +23,885,369 |
| KEYSIGHT TECHNOLOGIES INC | 0 | 80,631 | +80,631 | 0 | 22,767,775 | +22,767,775 |
| CREDICORP LTD | 0 | 105,231 | +105,231 | 0 | 35,692,251 | +35,692,251 |
| WELLTOWER INC | 0 | 339,522 | +339,522 | 0 | 67,126,895 | +67,126,895 |
| FERGUSON ENTERPRISES INC | 0 | 698,932 | +698,932 | 0 | 163,032,878 | +163,032,878 |