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Compare Managers

Two portfolios, one map — the overlap, the shared conviction, and what each holds that the other does not.

Ninety One UK Ltd ⇄ Royal London Asset Management Ltd

60Shared positions
23.9%Name overlap (Jaccard)
15+Only Ninety One UK…
15+Only Royal London…

Shared holdings · Q2 2026

SecurityNinety One UK Ltd weightRoyal London Asset… weight
NVDA NVIDIA Corporation 5.2% 6.6%
GOOGL Alphabet Inc. 5.4% 4.7%
AAPL Apple Inc. 3.2% 5.5%
MSFT Microsoft Corporation 4.6% 4.0%
AMZN Amazon.com, Inc. 2.5% 3.9%
V Visa Inc. 4.7% 1.6%
AVGO Broadcom Inc. 2.4% 2.6%
JNJ Johnson & Johnson 3.8% 0.6%
AZN AstraZeneca PLC 0.6% 3.5%
PM Philip Morris… 2.9% 0.4%
LLY Eli Lilly and Company 1.5% 1.4%
TSM Taiwan Semiconductor… 1.6% 1.3%
JPM JPMorgan Chase & Co. 1.5% 1.3%
BKNG Booking Holdings Inc. 2.6% 0.3%
EW Edwards Lifesciences… 2.5% 0.0%
META Meta Platforms, Inc. 0.6% 1.4%
MU Micron Technology, Inc. 0.0% 1.9%
ADSK Autodesk, Inc. 1.7% 0.1%
XONA.DE Exxon Mobil Corporation 1.1% 0.6%
UNH UnitedHealth Group… 1.0% 0.6%
MNST Monster Beverage… 1.5% 0.1%
INTU Intuit Inc. 1.4% 0.2%
MRSH Marsh & McLennan… 1.5% 0.1%
ADP Automatic Data… 1.4% 0.1%
CVX Chevron Corporation 1.1% 0.3%
GOOG Alphabet Inc. 0.1% 1.3%
MSI Motorola Solutions, Inc. 1.3% 0.1%
TSLA Tesla, Inc. 0.0% 1.2%
CFG Citizens Financial Group… 1.2% 0.0%
MA Mastercard Incorporated 0.9% 0.4%
INTC Intel Corp. 0.1% 1.1%
VRSN VeriSign, Inc. 1.2% 0.0%
TT Trane Technologies plc 1.0% 0.1%
MCO Moody's Corporation 0.8% 0.3%
UBS UBS Group AG 0.8% 0.3%
SPGI S&P Global Inc. 0.9% 0.2%
AMD Advanced Micro Devices… 0.0% 1.1%
TMO Thermo Fisher Scientific… 0.7% 0.4%
COST Costco Wholesale… 0.6% 0.4%
B Barrick Mining Corporation 1.0% 0.0%
IBKR Interactive Brokers… 1.0% 0.0%
RACE Ferrari N.V. 0.7% 0.3%
GS The Goldman Sachs Group… 0.5% 0.5%
GM General Motors Company 0.8% 0.2%
TXN Texas Instruments… 0.3% 0.6%
DAL Delta Air Lines, Inc. 0.8% 0.0%
J Jacobs Solutions Inc. 0.8% 0.0%
LIN Linde plc 0.2% 0.6%
BA The Boeing Company 0.6% 0.1%
EA Electronic Arts Inc. 0.7% 0.0%
CHKP Check Point Software… 0.7% 0.0%
MRK Merck & Co., Inc. 0.0% 0.7%
CSCO Cisco Systems, Inc. 0.0% 0.7%
TTWO Take-Two Interactive… 0.7% 0.0%
QCOM QUALCOMM Incorporated 0.4% 0.4%
MELI MercadoLibre, Inc. 0.1% 0.7%
RH Rh 0.6% 0.2%
FCX Freeport-McMoRan Inc. 0.6% 0.1%
FDS FactSet Research Systems… 0.6% 0.1%
AER AerCap Holdings N.V. 0.7% 0.0%

Distinctively Ninety One UK Ltd

NTES NetEase, Inc. 1.8%
TKO TKO Group Holdings… 1.4%
SNX TD Synnex Corp 1.0%
ALGN Align Technology, Inc. 0.8%
IBN ICICI Bank Limited 0.6%
VIST Vista Energy, S.A.B.… 0.3%
RGLD Royal Gold, Inc. 0.3%
VMI Valmont Industries… 0.2%
LTM LATAM Airlines Group… 0.2%
LAUR Laureate Education… 0.2%
EGO Eldorado Gold… 0.2%
GNRC Generac Holdings Inc. 0.2%
USHY iShares Broad USD… 0.2%
TTEK Tetra Tech, Inc. 0.2%
IAG Iamgold Corporation 0.1%

Distinctively Royal London Asset…

BRK-B Berkshire Hathaway… 0.9%
ABBV AbbVie Inc. 0.6%
FIX Comfort Systems USA… 0.5%
CNM Core & Main, Inc. 0.5%
WAB Westinghouse Air… 0.5%
CB Chubb Limited 0.4%
WMT Walmart Inc. 0.4%
HCA HCA Healthcare, Inc. 0.4%
FERG Ferguson plc 0.4%
NXT Nextpower Inc. 0.4%
ADI Analog Devices, Inc. 0.4%
HUBB Hubbell Incorporated 0.4%
GEV GE Vernova Inc. 0.4%
GE GE Aerospace 0.4%
BAC Bank of America… 0.3%
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