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Portfolio (Quarterly) Guide ↗

ROYAL LONDON ASSET MANAGEMENT LTD

· CIK 0000863748
13F Portfolio $47.5B AUM 702 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 702 New
Page 22 of 36  ·  702 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 HBAN HUNTINGTON BANCSHARES INC Financial Services 664,958.0 $11.5M 0.02% NEW $17.35 +3.0%
422 CPNG COUPANG INC Consumer Cyclical 484,983.0 $11.4M 0.02% NEW $23.59 -22.7%
423 BIIB BIOGEN INC Healthcare 64,565.0 $11.4M 0.02% NEW $175.99 +23.8%
424 GDDY GODADDY INC Technology 91,399.0 $11.3M 0.02% NEW $124.08 -28.9%
425 APTIV PLC 148,720.0 $11.3M 0.02% NEW $76.09
426 ZM ZOOM COMMUNICATIONS INC Technology 130,934.0 $11.3M 0.02% NEW $86.29 +2.1%
427 ON ON SEMICONDUCTOR CORP Technology 208,289.0 $11.3M 0.02% NEW $54.15 +70.3%
428 SO SOUTHERN CO Utilities 128,860.0 $11.2M 0.02% NEW $87.20 +10.7%
429 EL LAUDER ESTEE COS INC Consumer Defensive 107,132.0 $11.2M 0.02% NEW $104.72 -20.6%
430 PPL PPL CORP Utilities 318,717.0 $11.2M 0.02% NEW $35.02 +2.9%
431 NTAP NETAPP INC Technology 104,058.0 $11.1M 0.02% NEW $107.09 +46.6%
432 CNI CANADIAN NATL RY CO Industrials 111,080.0 $11.0M 0.02% NEW $98.85 +22.7%
433 DRI DARDEN RESTAURANTS INC Consumer Cyclical 59,196.0 $10.9M 0.02% NEW $184.02 +10.7%
434 RF REGIONS FINANCIAL CORP NEW Financial Services 401,789.0 $10.9M 0.02% NEW $27.10 +12.0%
435 TROW PRICE T ROWE GROUP INC Financial Services 105,926.0 $10.8M 0.02% NEW $102.38 +14.7%
436 ZS ZSCALER INC Technology 48,161.0 $10.8M 0.02% NEW $224.92 -34.8%
437 PNR PENTAIR PLC Industrials 102,911.0 $10.7M 0.02% NEW $104.14 -26.5%
438 HEICO CORP NEW 41,876.0 $10.6M 0.02% NEW $252.43
439 LULU LULULEMON ATHLETICA INC Consumer Cyclical 50,595.0 $10.5M 0.02% NEW $207.81 -42.8%
440 EXPAND ENERGY CORPORATION 95,243.0 $10.5M 0.02% NEW $110.36
Page 22 of 36  ·  702 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 33.7%
Financial Services 12.7%
Consumer Cyclical 11.0%
Communication Services 10.1%
Healthcare 10.1%
Industrials 9.1%
Consumer Defensive 4.6%
Energy 2.7%
Basic Materials 2.4%
Real Estate 1.8%