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Compare Managers

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

Royal London Asset Management Ltd ⇄ PFA Pension, Forsikringsaktieselskab

60Shared positions
54.5%Name overlap (Jaccard)
15+Only Royal London…
15+Only PFA Pension…

Shared holdings · Q2 2026

SecurityRoyal London Asset… weightPFA Pension… weight
NVDA NVIDIA Corporation 6.6% 7.2%
AAPL Apple Inc. 5.5% 6.5%
MSFT Microsoft Corporation 4.0% 4.1%
GOOGL Alphabet Inc. 4.7% 3.2%
AMZN Amazon.com, Inc. 3.9% 3.3%
AVGO Broadcom Inc. 2.6% 2.7%
GOOG Alphabet Inc. 1.3% 2.6%
MU Micron Technology, Inc. 1.9% 2.0%
META Meta Platforms, Inc. 1.4% 1.9%
TSLA Tesla, Inc. 1.2% 1.8%
LLY Eli Lilly and Company 1.4% 1.5%
JPM JPMorgan Chase & Co. 1.3% 1.3%
AMD Advanced Micro Devices… 1.1% 1.5%
V Visa Inc. 1.6% 0.9%
INTC Intel Corp. 1.1% 0.9%
BRK-B Berkshire Hathaway Inc. 0.9% 0.9%
AMAT Applied Materials, Inc. 0.6% 1.0%
CSCO Cisco Systems, Inc. 0.7% 0.9%
JNJ Johnson & Johnson 0.6% 1.0%
LRCX Lam Research Corporation 0.5% 1.0%
ABBV AbbVie Inc. 0.6% 0.8%
WMT Walmart Inc. 0.4% 0.8%
MRK Merck & Co., Inc. 0.7% 0.4%
KLAC KLA Corporation 0.4% 0.7%
MA Mastercard Incorporated 0.4% 0.7%
UNH UnitedHealth Group… 0.6% 0.5%
TXN Texas Instruments… 0.6% 0.4%
COST Costco Wholesale… 0.4% 0.6%
LIN Linde plc 0.6% 0.5%
HD The Home Depot, Inc. 0.5% 0.4%
GE GE Aerospace 0.4% 0.6%
GS The Goldman Sachs Group… 0.5% 0.5%
BAC Bank of America… 0.3% 0.6%
GEV GE Vernova Inc. 0.4% 0.5%
NFLX Netflix, Inc. 0.4% 0.5%
CB Chubb Limited 0.4% 0.4%
MELI MercadoLibre, Inc. 0.7% 0.1%
PG The Procter & Gamble… 0.5% 0.2%
ADI Analog Devices, Inc. 0.4% 0.3%
IBM International Business… 0.2% 0.5%
MRVL Marvell Technology, Inc. 0.2% 0.4%
PEP PepsiCo, Inc. 0.3% 0.3%
QCOM QUALCOMM Incorporated 0.4% 0.3%
ORCL Oracle Corporation 0.3% 0.4%
WDC Western Digital… 0.2% 0.4%
FIX Comfort Systems USA, Inc. 0.5% 0.1%
WAB Westinghouse Air Brake… 0.5% 0.2%
MS Morgan Stanley 0.2% 0.4%
PLTR Palantir Technologies Inc. 0.2% 0.4%
VRT Vertiv Holdings Co 0.4% 0.2%
TMO Thermo Fisher Scientific… 0.4% 0.2%
C Citigroup Inc. 0.2% 0.4%
APH Amphenol Corporation 0.2% 0.4%
KO The Coca-Cola Company 0.3% 0.3%
AME AMETEK, Inc. 0.2% 0.3%
STX Seagate Technology… 0.2% 0.4%
VZ Verizon Communications… 0.2% 0.4%
SCHW The Charles Schwab… 0.2% 0.3%
HCA HCA Healthcare, Inc. 0.4% 0.1%
AXP American Express Company 0.2% 0.4%
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