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Portfolio (Quarterly) Guide ↗

ROYAL LONDON ASSET MANAGEMENT LTD

· CIK 0000863748
13F Portfolio $47.7B AUM 688 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 18 New 218 Added 216 Reduced 32 Exited
Page 8 of 11  ·  218 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 OTIS OTIS WORLDWIDE CORP Industrials 192,199.0 $14.8M 0.03% +1K +0.6% $77.08 -9.7%
142 AXON AXON ENTERPRISE INC Industrials 34,449.0 $14.6M 0.03% +2K +4.9% $424.69 +10.9%
143 WDAY WORKDAY INC Technology 106,308.0 $13.8M 0.03% +11K +11.2% $129.92 +10.7%
144 RKLB ROCKET LAB CORP Industrials 208,199.0 $13.4M 0.03% +189K +967.4% $64.22 +77.0%
145 EVEREST GROUP LTD 40,613.0 $13.3M 0.03% +914.0 +2.3% $326.85
146 SYF SYNCHRONY FINANCIAL Financial Services 190,714.0 $13.0M 0.03% +6K +3.2% $68.02 +3.7%
147 SATS ECHOSTAR CORP Technology 110,692.0 $13.0M 0.03% +105K +1852.2% $117.07 -0.4%
148 DAL DELTA AIR LINES INC Industrials 188,731.0 $12.5M 0.03% +108K +133.1% $66.48 +17.6%
149 FIS FIDELITY NATL INFORMATION SV Technology 261,375.0 $12.3M 0.03% +5K +2.0% $46.91 -15.7%
150 WAT WATERS CORP Healthcare 40,743.0 $12.1M 0.03% +18K +78.7% $297.80 +22.0%
151 HBAN HUNTINGTON BANCSHARES INC Financial Services 774,285.0 $12.1M 0.03% +109K +16.4% $15.65 +5.4%
152 HUM HUMANA INC Healthcare 69,739.0 $12.1M 0.03% +554.0 +0.8% $173.39 +105.3%
153 FE FIRSTENERGY CORP Utilities 237,991.0 $12.1M 0.03% +41K +21.1% $50.66 -9.8%
154 EXR EXTRA SPACE STORAGE INC Real Estate 90,848.0 $11.9M 0.03% +543.0 +0.6% $131.13 +10.6%
155 ZM ZOOM COMMUNICATIONS INC Technology 141,934.0 $11.4M 0.02% +11K +8.4% $80.39 +25.8%
156 RDDT REDDIT INC Communication Services 83,276.0 $11.2M 0.02% +53K +171.2% $134.65 +27.1%
157 EXPAND ENERGY CORPORATION 97,353.0 $10.7M 0.02% +2K +2.2% $109.78
158 DGX QUEST DIAGNOSTICS INC Healthcare 51,570.0 $10.1M 0.02% +7K +16.2% $195.98 +0.6%
159 LH LABCORP HOLDINGS INC Healthcare 37,606.0 $10.0M 0.02% +988.0 +2.7% $266.81 -1.8%
160 CFG CITIZENS FINL GROUP INC Financial Services 167,155.0 $10.0M 0.02% +1K +0.8% $59.97 +7.3%
Page 8 of 11  ·  218 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 31.0%
Healthcare 13.9%
Financial Services 11.5%
Consumer Cyclical 10.0%
Industrials 9.8%
Communication Services 9.4%
Consumer Defensive 4.7%
Energy 3.7%
Basic Materials 2.3%
Utilities 2.2%