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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 ⇄ Sumitomo Mitsui Trust Group, Inc.

60Shared positions
52.7%Name overlap (Jaccard)
15+Only Royal London…
15+Only Sumitomo…

Shared holdings · Q2 2026

SecurityRoyal London Asset… weightSumitomo Mitsui… weight
NVDA NVIDIA Corporation 6.6% 6.7%
AAPL Apple Inc. 5.5% 5.5%
MSFT Microsoft Corporation 4.0% 3.7%
GOOGL Alphabet Inc. 4.7% 2.8%
AMZN Amazon.com, Inc. 3.9% 3.4%
AVGO Broadcom Inc. 2.6% 2.4%
MU Micron Technology, Inc. 1.9% 1.9%
GOOG Alphabet Inc. 1.3% 2.4%
META Meta Platforms, Inc. 1.4% 1.7%
TSLA Tesla, Inc. 1.2% 1.8%
LLY Eli Lilly and Company 1.4% 1.3%
AMD Advanced Micro Devices… 1.1% 1.6%
JPM JPMorgan Chase & Co. 1.3% 1.1%
V Visa Inc. 1.6% 0.8%
INTC Intel Corp. 1.1% 0.8%
BRK-B Berkshire Hathaway Inc. 0.9% 0.9%
TSM Taiwan Semiconductor… 1.3% 0.1%
AMAT Applied Materials, Inc. 0.6% 0.8%
JNJ Johnson & Johnson 0.6% 0.8%
CSCO Cisco Systems, Inc. 0.7% 0.6%
CAT Caterpillar Inc. 0.5% 0.8%
LRCX Lam Research Corporation 0.5% 0.7%
XONA.DE Exxon Mobil Corporation 0.6% 0.7%
ABBV AbbVie Inc. 0.6% 0.6%
UNH UnitedHealth Group… 0.6% 0.6%
MRK Merck & Co., Inc. 0.7% 0.5%
WMT Walmart Inc. 0.4% 0.7%
HD The Home Depot, Inc. 0.5% 0.5%
MA Mastercard Incorporated 0.4% 0.6%
COST Costco Wholesale… 0.4% 0.6%
GS The Goldman Sachs Group… 0.5% 0.5%
LIN Linde plc 0.6% 0.4%
TXN Texas Instruments… 0.6% 0.4%
KLAC KLA Corporation 0.4% 0.5%
PG The Procter & Gamble… 0.5% 0.5%
NFLX Netflix, Inc. 0.4% 0.5%
GE GE Aerospace 0.4% 0.5%
BAC Bank of America… 0.3% 0.5%
MELI MercadoLibre, Inc. 0.7% 0.2%
GEV GE Vernova Inc. 0.4% 0.4%
ADI Analog Devices, Inc. 0.4% 0.4%
KO The Coca-Cola Company 0.3% 0.4%
PM Philip Morris… 0.4% 0.3%
CVX Chevron Corporation 0.3% 0.4%
TMO Thermo Fisher Scientific… 0.4% 0.3%
QCOM QUALCOMM Incorporated 0.4% 0.3%
PANW Palo Alto Networks, Inc. 0.2% 0.4%
PLTR Palantir Technologies Inc. 0.2% 0.5%
ISRG Intuitive Surgical, Inc. 0.3% 0.4%
APH Amphenol Corporation 0.2% 0.4%
PEP PepsiCo, Inc. 0.3% 0.3%
CB Chubb Limited 0.4% 0.2%
FIX Comfort Systems USA, Inc. 0.5% 0.1%
ORCL Oracle Corporation 0.3% 0.3%
IBM International Business… 0.2% 0.4%
MRVL Marvell Technology, Inc. 0.2% 0.3%
VRT Vertiv Holdings Co 0.4% 0.2%
WELL Welltower Inc. 0.1% 0.4%
DHR Danaher Corporation 0.4% 0.2%
WDC Western Digital… 0.2% 0.3%

Distinctively Royal London Asset…

AZN AstraZeneca PLC 3.5%
CNM Core & Main, Inc. 0.5%
TTE TotalEnergies SE 0.5%
RACE Ferrari N.V. 0.3%
UBS UBS Group AG 0.3%
APG APi Group Corporation 0.3%
CACI CACI International Inc 0.2%
BLD TopBuild Corp. 0.2%
TD The Toronto-Dominion… 0.1%
BN Brookfield Corporation 0.1%
QXO QXO, Inc. 0.1%
BRKR Bruker Corporation 0.1%
NJR New Jersey Resources… 0.1%
LW Lamb Weston Holdings… 0.1%
JLL Jones Lang LaSalle… 0.1%

Distinctively Sumitomo Mitsui Trust…

GLDM SPDR Gold MiniShares… 0.9%
IAUM iShares Gold Trust… 0.6%
TEM Tempus AI, Inc. 0.1%
IAU iShares Gold Trust 0.1%
QQQM Invesco NASDAQ 100 ETF 0.1%
IVV iShares Core S&P 500… 0.1%
CGNX Cognex Corporation 0.1%
TXG 10x Genomics, Inc. 0.1%
ZBRA Zebra Technologies… 0.1%
IPGP IPG Photonics… 0.1%
CW Curtiss-Wright… 0.1%
TECH Bio-Techne Corporation 0.1%
USFD US Foods Holding Corp. 0.1%
BEAM Beam Therapeutics Inc. 0.1%
TWST Twist Bioscience… 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