Compare Managers
Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.
Aviva Plc ⇄ Royal London Asset Management Ltd
60Shared positions
71.3%Name overlap (Jaccard)
15+Only Aviva Plc
15+Only Royal London…
Shared holdings · Q2 2026
Distinctively Aviva Plc
| CRS Carpenter Technology… | 0.1% |
| TTEK Tetra Tech, Inc. | 0.1% |
| NVT nVent Electric plc | 0.1% |
| FTI TechnipFMC plc | 0.0% |
| CW Curtiss-Wright… | 0.0% |
| CASY Casey's General… | 0.0% |
| XPO XPO Logistics, Inc. | 0.0% |
| ONON On Holding AG | 0.0% |
| BEKE KE Holdings Inc. | 0.0% |
| PATH UiPath Inc. | 0.0% |
| BCE BCE Inc. | 0.0% |
| DQ Daqo New Energy Corp. | 0.0% |
| NIO NIO Inc. | 0.0% |
| MDLN Medline Inc. | 0.0% |
| OPI | 0.0% |
Distinctively Royal London Asset…
| CNM Core & Main, Inc. | 0.5% |
| APG APi Group Corporation | 0.3% |
| HALO Halozyme… | 0.3% |
| LMT Lockheed Martin… | 0.2% |
| SBS Companhia de… | 0.2% |
| TAP Molson Coors Beverage… | 0.2% |
| CACI CACI International Inc | 0.2% |
| BWA BorgWarner Inc. | 0.2% |
| BLD TopBuild Corp. | 0.2% |
| REXR Rexford Industrial… | 0.1% |
| QXO QXO, Inc. | 0.1% |
| BRKR Bruker Corporation | 0.1% |
| NJR New Jersey Resources… | 0.1% |
| LW Lamb Weston Holdings… | 0.1% |
| ELS Equity LifeStyle… | 0.1% |
Provenance: Overlap computed live from both managers' parsed common-stock positions for Q2 2026. Reported longs only — hedges and non-13F assets are invisible. Methodology