AEGON ASSET MANAGEMENT UK PLC — 13F Holdings & Portfolio

CIK 1539994 · latest 13F-HR filed 2026-07-13

AEGON ASSET MANAGEMENT UK PLC manages $9.38B in 13F-reported U.S. long-equity assets across 172 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are NVDA (6.79%), AAPL (6.26%), MSFT (5.61%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 31 new positions, exited 21, added to 73, and trimmed 49.

AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.

Filer Information
Address
3 LOCHSIDE CRESCENT
EDINBURGH, X0 EH12 9SA
Phone
0131 549 6851
Filing Manager
AEGON ASSET MANAGEMENT UK Plc
EDINBURGH, X0
Signatory
AEGON ASSET MANAGEMENT UK Plc
Filing Manager
Loading holdings…
AUM

$9.38B

Long-equity book

Holdings

172

Distinct positions

Period

2026-06-30

Filed 2026-07-13

Q/Q Activity

+31 / −21 / ↑73 / ↓49

vs 2026-03-31

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • MICRON TECHNOLOGY INC$203.1M +230.9%
  • APPLE INC$160.3M +37.6%
  • NVIDIA CORPORATION$133.0M +26.4%
  • KLA CORP$114.4M +96.3%
  • INTEL CORP$97.3M +788.7%
Show all 73

Top Trims

  • CME GROUP INC-$45.0M -42.0%
  • NETFLIX INC.-$42.9M -50.4%
  • BRISTOL-MYERS SQUIBB CO-$36.1M -49.6%
  • KIMBERLY-CLARK CORP-$33.5M -74.0%
  • DANAHER CORP DEL-$30.6M -80.2%
Show all 49

New Positions

  • ASTRAZENECA PLC$356.5M
  • EATON CORP PLC$113.0M
  • TOTALENERGIES SE$76.8M
  • CATERPILLAR INC$50.2M
  • THE CIGNA GROUP$31.7M
Show all 31

Exited Positions

  • SHOPIFY INC$43.0M
  • ATT INC$34.6M
  • SUNBELT RENTALS HOLDINGS INC$30.4M
  • DOLLAR TREE INC$26.1M
  • DOLLAR GENERAL CORP$21.5M
Show all 21
All Holdings

Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).

# Issuer Symbol CUSIP Value Weight Shares Type
1 NVIDIA CORPORATION NVDA 67066G104 $637.2M 6.79% 3,184,670 SH
2 APPLE INC AAPL 037833100 $587.0M 6.26% 2,028,498 SH
3 MICROSOFT CORP MSFT 594918104 $526.2M 5.61% 1,410,777 SH
4 BROADCOM INC AVGO 11135F101 $459.6M 4.90% 1,216,678 SH
5 ASTRAZENECA PLC AZN G0593M107 $356.5M 3.80% 1,905,111 SH
6 AMAZON COM INC AMZN 023135106 $346.9M 3.70% 1,455,542 SH
7 ALPHABET INC GOOGL 02079K305 $311.3M 3.32% 871,057 SH
8 MICRON TECHNOLOGY INC MU 595112103 $291.0M 3.10% 252,108 SH
9 ALPHABET INC GOOG 02079K107 $243.4M 2.60% 688,893 SH
10 TAIWAN SEMICONDUCTOR MANUFAC TSM 874039100 $242.4M 2.58% 507,542 SH
11 KLA CORP KLAC 482480100 $233.2M 2.49% 772,965 SH
12 JPMORGAN CHASE & CO JPM 46625H100 $187.5M 2.00% 572,949 SH
13 ABBVIE INC ABBV 00287Y109 $171.3M 1.83% 680,730 SH
14 MORGAN STANLEY MS 617446448 $164.0M 1.75% 784,695 SH
15 META PLATFORMS INC META 30303M102 $159.8M 1.70% 283,604 SH
16 MERCK & CO INC MRK 58933Y105 $150.3M 1.60% 1,169,722 SH
17 TEXAS INSTRS INC TXN 882508104 $137.4M 1.47% 461,092 SH
18 CUMMINS INC CMI 231021106 $134.2M 1.43% 188,201 SH
19 VISA INC V 92826C839 $119.2M 1.27% 347,302 SH
20 EATON CORP PLC ETN G29183103 $113.0M 1.21% 265,250 SH
21 JOHNSON & JOHNSON JNJ 478160104 $112.7M 1.20% 443,703 SH
22 INTEL CORP INTC 458140100 $109.7M 1.17% 785,558 SH
23 ELI LILLY & CO LLY 532457108 $97.2M 1.04% 81,026 SH
24 LAM RESEARCH CORP LRCX 512807306 $92.6M 0.99% 213,677 SH
25 CISCO SYS INC CSCO 17275R102 $90.2M 0.96% 768,332 SH
26 TESLA INC TSLA 88160R101 $86.7M 0.92% 206,095 SH
27 CITIZENS FINL GROUP INC CFG 174610105 $86.6M 0.92% 1,235,858 SH
28 CINCINNATI FINL CORP CINF 172062101 $85.0M 0.91% 458,951 SH
29 ADVANCED MICRO DEVICES INC AMD 007903107 $82.3M 0.88% 141,722 SH
30 US BANCORP USB 902973304 $80.6M 0.86% 1,335,016 SH
31 TOTALENERGIES SE TTE F92124100 $76.8M 0.82% 987,222 SH
32 PEPSICO INC PEP 713448108 $67.1M 0.72% 495,638 SH
33 COLGATE PALMOLIVE CO CL 194162103 $66.1M 0.70% 720,893 SH
34 RTX CORPORATION RTX 75513E101 $65.4M 0.70% 344,681 SH
35 GE AEROSPACE GE 369604301 $65.0M 0.69% 173,847 SH
36 CME GROUP INC CME 12572Q105 $62.2M 0.66% 281,869 SH
37 HOME DEPOT INC HD 437076102 $61.9M 0.66% 175,531 SH
38 STATE STR CORP STT 857477103 $60.2M 0.64% 354,776 SH
39 METLIFE INC MET 59156R108 $56.1M 0.60% 663,231 SH
40 BERKSHIRE HATHAWAY INC DEL BRK.B 084670702 $53.5M 0.57% 106,841 SH
41 STEEL DYNAMICS INC STLD 858119100 $53.3M 0.57% 232,160 SH
42 BIOGEN INC BIIB 09062X103 $52.1M 0.56% 241,101 SH
43 CATERPILLAR INC CAT 149123101 $50.2M 0.54% 47,152 SH
44 ARISTA NETWORKS INC ANET 040413205 $49.2M 0.52% 289,491 SH
45 ROCKWELL AUTOMATION INC ROK 773903109 $48.2M 0.51% 97,344 SH
46 CLOUDFLARE INC NET 18915M107 $47.4M 0.51% 193,228 SH
47 AMPHENOL CORP APH 032095101 $47.0M 0.50% 266,321 SH
48 EXXON MOBIL CORP XOM 30231G102 $46.8M 0.50% 342,187 SH
49 STANLEY BLACK & DECKER INC SWK 854502101 $45.6M 0.49% 483,980 SH
50 UNITED RENTALS INC URI 911363109 $45.5M 0.49% 40,174 SH
Filing History
Period Filed AUM Holdings Accession
2026-06-30 2026-07-13 $9.38B 172 0001539994-26-000053
2026-03-31 2026-04-16 $7.55B 162 0001539994-26-000024
2025-06-30 2026-04-10 $7.81B 153 0001539994-26-000022