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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 21 of 35  ·  688 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
401 RKLB ROCKET LAB CORP Industrials 208,199.0 $13.4M 0.03% +189K +967.4% $64.22 +77.0%
402 KGC KINROSS GOLD CORP Basic Materials 435,877.0 $13.3M 0.03% -109K -20.0% $30.52 -15.3%
403 EVEREST GROUP LTD 40,613.0 $13.3M 0.03% +914.0 +2.3% $326.85
404 EQR EQUITY RESIDENTIAL Real Estate 220,595.0 $13.0M 0.03% $59.15 +13.8%
405 IMO IMPERIAL OIL LTD Energy 99,214.0 $13.0M 0.03% -2K -2.3% $130.82 -6.3%
406 SYF SYNCHRONY FINANCIAL Financial Services 190,714.0 $13.0M 0.03% +6K +3.2% $68.02 +3.7%
407 SATS ECHOSTAR CORP Technology 110,692.0 $13.0M 0.03% +105K +1852.2% $117.07 -0.4%
408 FICO FAIR ISAAC CORP Technology 12,042.0 $12.9M 0.03% -160.0 -1.3% $1067.54 +13.1%
409 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 44,028.0 $12.8M 0.03% -545.0 -1.2% $290.70 -11.2%
410 COHR COHERENT CORP Technology 53,707.0 $12.8M 0.03% NEW $238.21 +68.7%
411 DAL DELTA AIR LINES INC Industrials 188,731.0 $12.5M 0.03% +108K +133.1% $66.48 +17.6%
412 L LOEWS CORP Financial Services 117,345.0 $12.5M 0.03% -2K -1.3% $106.74 -0.7%
413 PHM PULTE GROUP INC Consumer Cyclical 106,228.0 $12.5M 0.03% $117.61 +0.1%
414 VEEV VEEVA SYS INC Healthcare 70,532.0 $12.4M 0.03% -5K -6.9% $175.50 -4.7%
415 FIS FIDELITY NATL INFORMATION SV Technology 261,375.0 $12.3M 0.03% +5K +2.0% $46.91 -15.7%
416 ON ON SEMICONDUCTOR CORP Technology 197,165.0 $12.2M 0.03% -11K -5.3% $61.92 +95.3%
417 VRSK VERISK ANALYTICS INC Industrials 64,219.0 $12.2M 0.03% $189.75 -5.7%
418 PPL PPL CORP Utilities 317,976.0 $12.1M 0.03% $38.20 -7.5%
419 WAT WATERS CORP Healthcare 40,743.0 $12.1M 0.03% +18K +78.7% $297.80 +22.0%
420 HBAN HUNTINGTON BANCSHARES INC Financial Services 774,285.0 $12.1M 0.03% +109K +16.4% $15.65 +5.4%
Page 21 of 35  ·  688 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%