Each move of Warren Buffetta is analyzed under a microscope – and for a reason. As a driving force for Berkshire HathawayHe created one of the most successful investment records in history.

But what reveals his latest commercial activity? Are there lessons for investors in Great Britain?

Although Buffett usually does not invest in companies listed on the list of Great Britain, many shares in FTSE 100 They have similar features as in his portfolio – global range, price force and coherent cash generation.

In particular the last two Holdings Berkshire – Johnson and Johnson AND Constellation brands – remind me of equivalents in Great Britain Astrasenec AND Unilever (LSE: ULVR).

Here’s why it is worth considering them for investors in Great Britain.

Defensive pharmaceutical choice

Buffett cut his position in the giant of healthcare J&J a few years ago, but the logic of pharmaceutical possession remains. Companies such as those employ wide moat, high entry barriers and products that people rely on, regardless of the economic cycle.

In this sense, Astrazeneca goes to the bill. The company has built a diverse portfolio of drugs and invests in the treatment of oncology, immunology and sporadic diseases. The peak also impressive finances: revenues increased by 12% in the second quarter of 2025, and the profit per share increased by 27%.

Although the dividend performance is a modest 2.2%, the payment rate is well covered with earnings and takes place to develop. The price for profit (P/E) of 19.7 may look high at first glance, but it is probably justified by a robust pipeline of long -term growth potential.

One risk? Failures regarding drug development and regulatory obstacles can strongly achieve revenues and sentiments-but for investors looking for defense in the style of Buffetta Astrazeneca style should be taken into account.

Always wanted

Buffett increases the position of Berkshire in Recently, the constellation brands. His love for celebrated branded consumer products results from their price force, consistency and loyalty to brands-found in the UK, Giant of Unilever consumer goods.

With domestic names such as PigeonIN Hellmann’s, AND Parsley In its portfolio, Unilever enjoys a wide global exhibition. In the second quarter of 2025, the turnover increased by 3.3% year -on -year, the driven return to the growth of the volume. Despite inflationary pressure, he maintained operational margins above 16% – impressive for the company in this space.

3.4 % dividend performance, supported by a payment rate of about 75 %, offers solid passive potential. And although the price of the action has been struggling in recent years, 17 p/E indicator 17 suggests that the worst can be already priced.

However, the current competitive landscape is complex and is a risk for the lower Unilever line. Changing consumer tastes and competition from private labels can continue to charge profits. In the long run, this may threaten the reduction of dividend if the debt is made.

Despite this, looking at a larger picture, I think that the company’s scale and strength are sufficient to preserve immunity.

Sustainable quality

Buffetta investment rules – buy quality, keep a long, ignore noise – they still resonate.

While Berkshire Hathaway may not get the FTSE 100 campaign, companies such as Astrazeneca and Unilever divide many of the same strengths as his meals in the USA.

For investors patients in Great Britain after his philosophy, he can simply pay off.