Royal London Asset Management Ltd Top Holdings and 13F Report (2024) About Royal London Asset Management LtdInvestment ActivityRoyal London Asset Management Ltd has $40.61 billion in total holdings as of September 30, 2024.Royal London Asset Management Ltd owns shares of 635 different stocks, but just 139 companies or ETFs make up 80% of its holdings.Approximately 5.13% of the portfolio was purchased this quarter.About 4.98% of the portfolio was sold this quarter.This quarter, Royal London Asset Management Ltd has purchased 666 new stocks and bought additional shares in 407 stocks.Royal London Asset Management Ltd sold shares of 99 stocks and completely divested from 44 stocks this quarter.Largest Holdings Microsoft $2,905,420,888Apple $2,303,792,160NVIDIA $2,029,121,772Amazon.com $1,619,153,292Alphabet $1,242,663,965 Largest New Holdings this Quarter FERGUSON ENTERPRISES INC $282,386,596 HoldingTE CONNECTIVITY PLC $155,430,616 HoldingAPPLOVIN CORP $13,051,866 HoldingVertiv $12,131,015 HoldingDell Technologies $10,044,368 Holding Largest Purchases this Quarter Broadcom 3,974,486 shares (about $685.60M)FERGUSON ENTERPRISES INC 1,422,101 shares (about $282.39M)TE CONNECTIVITY PLC 1,029,410 shares (about $155.43M)ServiceNow 72,926 shares (about $65.22M)Core & Main 1,073,451 shares (about $47.66M) Largest Sales this Quarter Microsoft 194,422 shares (about $83.66M)MercadoLibre 40,552 shares (about $83.21M)UnitedHealth Group 139,255 shares (about $81.42M)Lithia Motors 255,947 shares (about $81.30M)Visa 285,209 shares (about $78.42M) Sector Allocation Over TimeMap of 500 Largest Holdings ofRoyal London Asset Management Ltd Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorMSFTMicrosoft$2,905,420,888$83,659,787 ▼-2.8%6,752,0827.2%Computer and TechnologyAAPLApple$2,303,792,160$5,854,358 ▲0.3%9,887,5205.7%Computer and TechnologyNVDANVIDIA$2,029,121,772$21,867,822 ▼-1.1%16,708,8425.0%Computer and TechnologyAMZNAmazon.com$1,619,153,292$3,337,916 ▼-0.2%8,689,7084.0%Retail/WholesaleGOOGLAlphabet$1,242,663,965$14,741,909 ▼-1.2%7,492,6983.1%Computer and TechnologyMETAMeta Platforms$773,518,709$24,993,303 ▲3.3%1,351,2661.9%Computer and TechnologyUNHUnitedHealth Group$772,846,977$81,419,613 ▼-9.5%1,321,8291.9%MedicalAVGOBroadcom$753,840,356$685,598,838 ▲1,004.7%4,370,0891.9%Computer and TechnologyVVisa$751,951,407$78,418,215 ▼-9.4%2,734,8661.9%Business ServicesLLYEli Lilly and Company$639,975,594$55,797,387 ▼-8.0%722,3691.6%MedicalMELIMercadoLibre$485,604,542$83,211,082 ▼-14.6%236,6541.2%Retail/WholesaleTMOThermo Fisher Scientific$476,556,225$34,882,399 ▼-6.8%770,4161.2%MedicalJPMJPMorgan Chase & Co.$467,437,190$9,767,668 ▲2.1%2,216,8131.2%FinanceTSMTaiwan Semiconductor Manufacturing$466,827,913$58,743,878 ▼-11.2%2,688,0171.1%Computer and TechnologyBRK.BBerkshire Hathaway$437,469,765$13,238,458 ▲3.1%950,4841.1%FinancePGRProgressive$426,443,933$68,552,503 ▼-13.8%1,680,5011.0%FinanceHCAHCA Healthcare$376,576,497$66,302,958 ▼-15.0%926,5470.9%MedicalGOOGAlphabet$341,704,760$9,618,608 ▲2.9%2,043,8110.8%Computer and TechnologyTSLATesla$341,253,165$14,263,806 ▲4.4%1,304,3350.8%Auto/Tires/TrucksSTLDSteel Dynamics$335,367,000$76,193,674 ▼-18.5%2,659,9540.8%Basic MaterialsTXNTexas Instruments$301,715,523$21,607,842 ▼-6.7%1,460,5970.7%Computer and TechnologyADBEAdobe$296,519,142$6,758,065 ▼-2.2%572,6740.7%Computer and TechnologyFERGUSON ENTERPRISES INC$282,386,596$282,386,596 ▲New Holding1,422,1010.7%COMMON STOCK NEWABBVAbbVie$270,801,954$2,418,735 ▲0.9%1,371,2880.7%MedicalPGProcter & Gamble$268,555,088$10,241,143 ▲4.0%1,550,5490.7%Consumer StaplesJNJJohnson & Johnson$263,638,398$5,077,988 ▲2.0%1,626,7950.6%MedicalLINDE PLC$255,260,776$6,291,214 ▲2.5%535,2950.6%SHSBKNGBooking$254,942,773$5,075,605 ▼-2.0%60,5260.6%Retail/WholesaleHDHome Depot$252,110,983$4,280,533 ▲1.7%622,1890.6%Retail/WholesaleXOMExxon Mobil$247,215,222$9,320,162 ▲3.9%2,108,9850.6%Oils/EnergyDALDelta Air Lines$245,277,304$68,306,557 ▼-21.8%4,829,2440.6%TransportationTHOTHOR Industries$239,039,103$42,510,178 ▼-15.1%2,175,2580.6%ConstructionUBSUBS Group$220,980,196$1,356,362 ▲0.6%7,149,1490.5%FinanceWABWestinghouse Air Brake Technologies$220,456,291$3,971,129 ▼-1.8%1,212,8310.5%TransportationRSReliance$210,974,934$43,333,491 ▼-17.0%729,4870.5%Basic MaterialsTTTrane Technologies$200,377,099$21,936,811 ▼-9.9%515,4660.5%ConstructionMAMastercard$200,184,051$9,162,459 ▲4.8%405,3950.5%Business ServicesODFLOld Dominion Freight Line$199,755,163$34,493,438 ▼-14.7%1,005,6140.5%TransportationNFLXNetflix$196,889,807$7,268,599 ▲3.8%277,5950.5%Consumer DiscretionaryPEPPepsiCo$187,111,284$1,552,386 ▲0.8%1,100,3310.5%Consumer StaplesCOSTCostco Wholesale$186,321,681$4,758,839 ▲2.6%210,1720.5%Retail/WholesaleAMATApplied Materials$184,132,611$86,073 ▼0.0%911,3220.5%Computer and TechnologyCNICanadian National Railway$183,970,954$9,821,973 ▼-5.1%1,570,3880.5%TransportationCSCOCisco Systems$183,041,089$9,716,801 ▲5.6%3,439,3290.5%Computer and TechnologyBROBrown & Brown$177,900,368$36,378,933 ▼-17.0%1,717,1850.4%FinanceINTUIntuit$177,862,473$2,390,850 ▼-1.3%286,4130.4%Computer and TechnologyISRGIntuitive Surgical$171,168,785$5,805,829 ▼-3.3%348,4210.4%MedicalSTESTERIS$170,480,880$1,238,894 ▼-0.7%702,8980.4%MedicalVRTXVertex Pharmaceuticals$168,884,501$3,078,830 ▼-1.8%363,1300.4%MedicalCNMCore & Main$167,028,627$47,661,225 ▲39.9%3,761,9060.4%Industrial ProductsTSNTyson Foods$166,926,013$42,082,059 ▼-20.1%2,802,6530.4%Consumer StaplesKNSLKinsale Capital Group$159,275,688$22,431,163 ▼-12.3%342,1090.4%FinanceWMTWalmart$156,288,475$6,447,968 ▲4.3%1,935,4610.4%Retail/WholesaleTE CONNECTIVITY PLC$155,430,616$155,430,616 ▲New Holding1,029,4100.4%ORD SHSCRMSalesforce$154,623,433$44,169,404 ▲40.0%564,9170.4%Computer and TechnologyMRKMerck & Co., Inc.$142,749,689$7,161,207 ▲5.3%1,257,0420.4%MedicalHDBHDFC Bank$142,073,197$635,234 ▲0.4%2,270,9910.3%FinanceSLVMSylvamo$141,419,589$3,120,819 ▼-2.2%1,647,2870.3%Basic MaterialsNOWServiceNow$141,124,903$65,224,285 ▲85.9%157,7890.3%Computer and TechnologyPMPhilip Morris International$141,107,348$7,746,655 ▼-5.2%1,162,3340.3%Consumer StaplesDGDollar General$140,652,088$19,612,206 ▼-12.2%1,663,1440.3%Retail/WholesaleKOCoca-Cola$136,870,592$4,441,020 ▲3.4%1,904,6840.3%Consumer StaplesADSKAutodesk$130,895,699$2,718,437 ▲2.1%475,1550.3%Computer and TechnologyNDSNNordson$130,400,785$10,704,536 ▼-7.6%496,5190.3%Industrial ProductsCVXChevron$124,455,521$5,937,190 ▲5.0%845,0840.3%Oils/EnergyBACBank of America$121,438,854$4,012,283 ▲3.4%3,060,4550.3%FinanceELVElevance Health$119,215,200$3,099,200 ▲2.7%229,2600.3%MedicalSYKStryker$118,042,427$2,428,028 ▲2.1%326,7520.3%MedicalORCLOracle$117,486,711$5,434,056 ▲4.8%689,4760.3%Computer and TechnologyAMDAdvanced Micro Devices$116,615,922$3,055,498 ▲2.7%710,7260.3%Computer and TechnologyBLKBlackRock$111,376,574$2,096,518 ▲1.9%117,2990.3%FinanceACNAccenture$111,265,960$12,033,873 ▲12.1%314,7730.3%Computer and TechnologyGSThe Goldman Sachs Group$109,347,518$2,465,648 ▲2.3%220,8550.3%FinanceCMECME Group$108,633,497$7,606,909 ▲7.5%492,3340.3%FinanceSUSuncor Energy$106,075,997$29,086,093 ▼-21.5%2,873,1310.3%Oils/EnergyUNPUnion Pacific$103,583,467$3,611,671 ▲3.6%420,2510.3%TransportationCATCaterpillar$99,925,293$10,000,156 ▲11.1%255,4850.2%Industrial ProductsFIXComfort Systems USA$99,734,815$17,054,782 ▲20.6%255,5010.2%ConstructionIQVIQVIA$98,370,039$22,338,451 ▼-18.5%415,1160.2%MedicalLADLithia Motors$97,477,362$81,299,004 ▼-45.5%306,8800.2%Retail/WholesaleMCDMcDonald's$96,678,574$1,267,066 ▲1.3%317,4890.2%Retail/WholesaleBRK.ABerkshire Hathaway$94,000,480$1,382,360 ▲1.5%1360.2%FinanceDHRDanaher$91,375,999$3,731,862 ▲4.3%328,6670.2%Multi-Sector ConglomeratesGEGeneral Electric$89,923,430$3,441,019 ▲4.0%476,8450.2%TransportationCMCSAComcast$89,852,408$1,534,212 ▲1.7%2,151,1230.2%Consumer DiscretionaryPCARPACCAR$89,822,187$1,130,083 ▲1.3%910,2370.2%Auto/Tires/TrucksIBMInternational Business Machines$88,431,115$2,999,834 ▲3.5%399,9960.2%Computer and TechnologyWFCWells Fargo & Company$86,643,571$893,050 ▲1.0%1,533,7860.2%FinanceABTAbbott Laboratories$84,925,822$2,253,180 ▲2.7%744,8980.2%MedicalPLDPrologis$84,920,648$2,653,522 ▲3.2%672,4790.2%FinanceVZVerizon Communications$83,367,108$893,664 ▲1.1%1,856,3150.2%Computer and TechnologySNPSSynopsys$83,128,476$1,181,408 ▲1.4%164,1590.2%Computer and TechnologyTAT&T$83,062,914$5,639,524 ▲7.3%3,775,5870.2%Computer and TechnologyQCOMQUALCOMM$82,559,276$2,175,960 ▲2.7%485,5000.2%Computer and TechnologySPGIS&P Global$82,459,268$2,614,614 ▲3.3%159,6130.2%Business ServicesBMYBristol-Myers Squibb$80,137,758$618,862 ▲0.8%1,548,8550.2%MedicalMUMicron Technology$80,077,707$1,700,637 ▲2.2%772,1310.2%Computer and TechnologyTMUST-Mobile US$79,112,646$1,892,734 ▲2.5%383,3720.2%Computer and TechnologySFMSprouts Farmers Market$77,122,047$1,140,094 ▲1.5%698,5060.2%Retail/WholesaleALNYAlnylam Pharmaceuticals$76,939,643$713,703 ▼-0.9%279,7500.2%MedicalShowing largest 100 holdings. 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