AEGON ASSET MANAGEMENT UK PLC Q4 2025 Filing

Filed January 29, 2026

Portfolio Value

$8.4B

Holdings

159

Report Date

Q4 2025

Filing Type

13F-HR

All Holdings (159 positions)

StockValue
MSFTMICROSOFT CORP
$670.2M
NVDANVIDIA CORP
$572.5M
AAPLAPPLE INC
$465.5M
AVGOBROADCOM INC
$427.2M
AMZNAMAZON.COM INC
$386.4M
GOOGLALPHABET INC
$317.6M
GOOGALPHABET INC
$234.2M
METAMETA PLATFORMS INC
$211.6M
JPMJPMORGAN CHASE CO.
$199.0M
TSMTAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
$175.0M
MRKMERCK CO INC
$136.8M
DWDMORGAN STANLEY
$127.3M
KLACKLA CORP
$123.9M
JNJJOHNSON JOHNSON
$121.2M
ABBVABBVIE INC
$115.0M
CMICUMMINS INC
$103.9M
MUMICRON TECHNOLOGY INC
$103.0M
TSLATESLA INC
$97.9M
HDHOME DEPOT INC/THE
$83.2M
CMECME GROUP INC.
$79.1M
VVISA INC
$77.9M
DHRDANAHER CORP
$75.1M
TXNTEXAS INSTRUMENTS INC
$72.7M
LLYELI LILLY CO
$72.4M
PEPPEPSICO INC
$70.6M
CINFCINCINNATI FINANCIAL CORP
$70.3M
SHOPSHOPIFY INC
$69.3M
ROKROCKWELL AUTOMATION INC
$67.6M
CSCOCISCO SYSTEMS INC
$67.4M
METMETLIFE INC
$66.7M
BRK/BBERKSHIRE HATHAWAY INC
$65.2M
RTXRTX CORP
$64.7M
ADPAUTOMATIC DATA PROCESSING INC
$60.8M
XYLXYLEM INC/NY
$58.9M
CFGCITIZENS FINANCIAL GROUP INC
$58.1M
NFLXNETFLIX INC
$56.0M
STTSTATE STREET CORP
$55.7M
NOWSERVICENOW INC
$55.5M
GEGENERAL ELECTRIC COMPANY
$55.4M
ORCLORACLE CORP
$54.3M
CRWDCROWDSTRIKE HOLDINGS INC
$53.8M
CLCOLGATE-PALMOLIVE CO
$51.5M
QCOMQUALCOMM INC
$51.4M
CDNSCADENCE DESIGN SYSTEMS INC
$49.1M
WMTWALMART INC
$48.4M
SLBSLB LTD
$47.9M
NEMNEWMONT CORP
$47.5M
ANETARISTA NETWORKS INC
$47.4M
STLDSTEEL DYNAMICS INC
$47.4M
PGRPROGRESSIVE CORP/THE
$46.0M
BIIBBIOGEN INC
$45.8M
ADSKAUTODESK INC
$44.7M
EXPEEXPEDIA GROUP INC
$44.7M
MCOMOODY'S CORP
$44.4M
USBUS BANCORP
$43.2M
MLB1MERCADOLIBRE INC
$39.9M
JLLJONES LANG LASALLE INC
$39.6M
AVYAVERY DENNISON CORP
$38.8M
WSOWATSCO INC
$38.4M
AMDADVANCED MICRO DEVICES INC
$38.2M
DLTRDOLLAR TREE INC
$38.0M
PLTRPALANTIR TECHNOLOGIES INC
$37.9M
LRCXLAM RESEARCH CORP
$36.7M
APHAMPHENOL CORP
$36.3M
WCCWESCO INTERNATIONAL INC
$35.7M
KMBKIMBERLY-CLARK CORP
$35.6M
BLDTOPBUILD CORP
$34.2M
TMOTHERMO FISHER SCIENTIFIC INC
$34.2M
CCKCROWN HOLDINGS INC
$33.6M
BMYBRISTOL-MYERS SQUIBB CO
$32.9M
UBERUBER TECHNOLOGIES INC
$32.6M
HNMORMAT TECHNOLOGIES INC
$32.5M
DRIDARDEN RESTAURANTS INC
$31.7M
COSTCOSTCO WHOLESALE CORP
$31.6M
WTRGESSENTIAL UTILITIES INC
$30.8M
NETCLOUDFLARE INC
$30.6M
NEENEXTERA ENERGY INC
$29.9M
ITTITT INC
$29.4M
URIUNITED RENTALS INC
$28.9M
UNHUNITEDHEALTH GROUP INC
$28.2M
OMCOMNICOM GROUP INC
$27.9M
GILDGILEAD SCIENCES INC
$27.4M
FDXFEDEX CORP
$27.0M
CEGCONSTELLATION ENERGY CORP
$25.1M
BACBANK OF AMERICA CORPORATION
$24.2M
DGDOLLAR GENERAL CORP
$24.1M
CVXCHEVRON CORP
$23.2M
WMSADVANCED DRAINAGE SYSTEMS INC
$22.8M
RSGREPUBLIC SERVICES INC
$22.7M
XOMEXXON MOBIL CORP
$22.6M
BLKBLACKROCK INC
$20.9M
VCYTVERACYTE INC
$20.6M
APAAPA CORP
$20.5M
WTSWATTS WATER TECHNOLOGIES INC
$19.4M
BF/BBROWN-FORMAN CORP
$19.1M
PODDINSULET CORP
$18.9M
PHMPULTEGROUP INC
$18.8M
PLDPROLOGIS INC
$18.8M
CGCARLYLE GROUP INC/THE
$18.1M
IDXXIDEXX LABORATORIES INC
$17.6M
Page 1 of 2Next