AEGON ASSET MANAGEMENT UK PLC — 13F Holdings & Portfolio

CIK 1539994 · latest 13F-HR filed 2026-04-16

AEGON ASSET MANAGEMENT UK PLC manages $7.55B in 13F-reported U.S. long-equity assets across 162 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (6.68%), MSFT (6.52%), AAPL (5.65%). Quarter over quarter (versus its 2025-06-30 filing) the fund opened 48 new positions, exited 38, added to 55, 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.

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AUM

$7.55B

Long-equity book

Holdings

162

Distinct positions

Period

2026-03-31

Filed 2026-04-16

Q/Q Activity

+48 / −38 / ↑55 / ↓49

vs 2025-06-30

Firm Profile & Key People
Name Title / Status Ownership Type

Top Adds (vs prior quarter)

  • ALPHABET INC$111.2M +67.2%
  • APPLE INC$76.9M +22.0%
  • KLA CORP$64.7M +119.4%
  • BRISTOL-MYERS SQUIBB CO$63.3M +675.1%
  • ALPHABET INC$53.1M +36.7%
Show all 55

Top Trims

  • MICROSOFT CORP-$203.2M -29.2%
  • META PLATFORMS INC-$148.0M -44.4%
  • AUTOMATIC DATA PROCESSING INC-$118.1M -99.2%
  • MERCADOLIBRE INC-$56.1M -79.3%
  • AMERICAN TOWER CORP-$51.1M -63.0%
Show all 49

New Positions

  • RTX CORP$66.2M
  • GENERAL ELECTRIC COMPANY$50.0M
  • BIOGEN INC$47.4M
  • FASTENAL CO$43.7M
  • APA CORP$43.0M
Show all 48

Exited Positions

  • MOODY'S CORP$59.8M
  • VEEVA SYSTEMS INC$34.5M
  • KROGER CO/THE$33.3M
  • ONEOK INC$33.1M
  • INSULET CORP$28.9M
Show all 38
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 CORP NVDA 67066G104 $504.2M 6.68% 2,892,848 SH
2 MICROSOFT CORP MSFT 594918104 $491.8M 6.52% 1,331,614 SH
3 APPLE INC AAPL 037833100 $426.7M 5.65% 1,682,057 SH
4 BROADCOM INC AVGO 11135F101 $379.1M 5.02% 1,230,382 SH
5 AMAZON.COM INC AMZN 023135106 $341.6M 4.53% 1,642,739 SH
6 ALPHABET INC GOOGL 02079K305 $276.9M 3.67% 966,488 SH
7 ALPHABET INC GOOG 02079K107 $197.9M 2.62% 690,013 SH
8 META PLATFORMS INC META 30303M102 $185.1M 2.45% 323,653 SH
9 TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD TSM 874039100 $179.5M 2.38% 534,903 SH
10 JPMORGAN CHASE CO. JPM 46625H100 $164.3M 2.18% 560,897 SH
11 MERCK CO INC MRK 58933Y105 $153.1M 2.03% 1,274,506 SH
12 JOHNSON JOHNSON JNJ 478160104 $128.2M 1.70% 524,731 SH
13 KLA CORP KLAC 482480100 $118.8M 1.57% 81,294 SH
14 ABBVIE INC ABBV 00287Y109 $108.1M 1.43% 498,848 SH
15 CME GROUP INC. CME 12572Q105 $107.2M 1.42% 362,908 SH
16 MORGAN STANLEY MS 617446448 $105.3M 1.40% 644,731 SH
17 TEXAS INSTRUMENTS INC TXN 882508104 $95.4M 1.26% 494,275 SH
18 CUMMINS INC CMI 231021106 $93.6M 1.24% 175,387 SH
19 MICRON TECHNOLOGY INC MU 595112103 $87.9M 1.17% 260,641 SH
20 NETFLIX INC NFLX 64110L106 $85.1M 1.13% 885,447 SH
21 PEPSICO INC PEP 713448108 $83.4M 1.11% 536,542 SH
22 COLGATE-PALMOLIVE CO CL 194162103 $80.9M 1.07% 948,572 SH
23 HOME DEPOT INC/THE HD 437076102 $78.8M 1.04% 240,402 SH
24 CINCINNATI FINANCIAL CORP CINF 172062101 $75.2M 1.00% 478,179 SH
25 EXXON MOBIL CORP XOM 30231G102 $73.4M 0.97% 432,496 SH
26 TESLA INC TSLA 88160R101 $73.2M 0.97% 196,798 SH
27 BRISTOL-MYERS SQUIBB CO BMY 110122108 $72.7M 0.96% 1,198,199 SH
28 RTX CORP RTX 75513E101 $66.2M 0.88% 345,907 SH
29 CISCO SYSTEMS INC CSCO 17275R102 $64.5M 0.86% 832,127 SH
30 ELI LILLY CO LLY 532457108 $58.9M 0.78% 63,991 SH
31 CITIZENS FINANCIAL GROUP INC CFG 174610105 $57.4M 0.76% 957,259 SH
32 VISA INC V 92826C839 $55.5M 0.74% 183,627 SH
33 WALMART INC WMT 931142103 $54.6M 0.72% 439,161 SH
34 BERKSHIRE HATHAWAY INC BRK.B 084670702 $52.5M 0.70% 109,631 SH
35 ARISTA NETWORKS INC ANET 040413205 $52.4M 0.69% 427,091 SH
36 GENERAL ELECTRIC COMPANY GE 369604301 $50.0M 0.66% 176,243 SH
37 US BANCORP USB 902973304 $49.2M 0.65% 945,329 SH
38 BIOGEN INC BIIB 09062X103 $47.4M 0.63% 258,735 SH
39 STEEL DYNAMICS INC STLD 858119100 $46.2M 0.61% 257,874 SH
40 SERVICENOW INC NOW 81762P102 $46.0M 0.61% 440,063 SH
41 PALANTIR TECHNOLOGIES INC PLTR 69608A108 $45.3M 0.60% 310,053 SH
42 KIMBERLY-CLARK CORP KMB 494368103 $45.2M 0.60% 468,828 SH
43 WATSCO INC WSO 942622200 $45.0M 0.60% 125,107 SH
44 FASTENAL CO FAST 311900104 $43.7M 0.58% 947,541 SH
45 SHOPIFY INC SHOP 82509L107 $43.0M 0.57% 364,254 SH
46 APA CORP APA 03743Q108 $43.0M 0.57% 1,012,405 SH
47 STATE STREET CORP STT 857477103 $42.5M 0.56% 336,003 SH
48 CHEVRON CORP CVX 166764100 $42.3M 0.56% 204,534 SH
49 NEXTERA ENERGY INC NEE 65339F101 $41.6M 0.55% 447,559 SH
50 SLB LTD SLB 806857108 $39.7M 0.53% 771,849 SH
Filing History
Period Filed AUM Holdings Accession
2026-03-31 2026-04-16 $7.55B 162 0001539994-26-000024
2025-06-30 2026-04-10 $7.81B 153 0001539994-26-000022