Filing analysis
Royal London Asset Management Ltd
13F-HR · period Q1 2026 · filed May 01, 2026
$47.68BReported 13F value
688Positions
+16New
267Increased
281Reduced
−31Exited
Largest new positions
| Security | Value | Weight |
|---|---|---|
| AZN AstraZeneca PLC | $2.03B | 4.3% |
| NXT Nextpower Inc. | $187.88M | 0.4% |
| SUNB Sunbelt Rentals Holdings Inc | $164.61M | 0.3% |
| SBS Companhia de Saneamento… | $81.05M | 0.2% |
| BWA BorgWarner Inc. | $68.21M | 0.1% |
| WSC WillScot Holdings Corporation | $42.83M | 0.1% |
| LITE Lumentum Holdings Inc. | $39.18M | 0.1% |
| SNDK Sandisk Corporation | $35.14M | 0.1% |
| QXO QXO, Inc. | $26.86M | 0.1% |
| ENPH Enphase Energy, Inc. | $15.43M | 0.0% |
Largest resizings
| Security | Δ shares | Value now | |
|---|---|---|---|
| MSFT Microsoft Corporation | ▼ Trim | -4.6% | $2.10B |
| LLY Eli Lilly and Company | ▼ Trim | -11.2% | $603.91M |
| GOOGL Alphabet Inc. | ▼ Trim | -0.2% | $2.02B |
| RPRX Royalty Pharma plc | ▲ Add | +2019.5% | $182.69M |
| AAPL Apple Inc. | ▲ Add | +0.5% | $2.53B |
| NVDA NVIDIA Corporation | ▲ Add | +1.7% | $3.13B |
| V Visa Inc. | ▼ Trim | -5.1% | $676.76M |
| AMZN Amazon.com, Inc. | ▲ Add | +3.5% | $1.84B |
| META Meta Platforms, Inc. | ▲ Add | +0.6% | $765.50M |
| HUBB Hubbell Incorporated | ▲ Add | +273.3% | $148.49M |
Provenance: Metadata from the EDGAR form index; analysis from the parsed information table (latest accepted version of this quarter). Not editorial commentary: computed fields only.